<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>We are looking for a skilled Credit Analyst to join our team in Greenville, South Carolina. This Contract position offers an exciting opportunity to evaluate credit applications and analyze financial data to support informed lending decisions. The role involves ensuring compliance with credit policies while delivering exceptional service to both clients and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Review and process credit applications, updating and maintaining accurate financial records.</p><p>• Analyze cash flow and business data to assess risk levels associated with extending credit.</p><p>• Calculate financial ratios for institutions to evaluate risks involved in loans and credit decisions.</p><p>• Ensure adherence to lending policies and protocols to maintain compliance standards.</p><p>• Respond promptly to inquiries from lenders and provide detailed insights.</p><p>• Evaluate proposals and offer guidance to entry level team members on credit-related matters.</p><p>• Assist in audits for both company and client operations, ensuring thorough documentation.</p><p>• Provide recommendations based on financial analysis to enhance credit decision-making.</p><p>• Collaborate with the team to address complex credit scenarios effectively.</p>
<p>We are looking for a dedicated Credit Analyst to join our team in Fort Washington, Pennsylvania. In this long-term contract role, you will play a key part in managing financial operations related to property management and utilities. This position offers the opportunity to work collaboratively in a dynamic environment, with a mix of office (4 days) and remote (Friday) work.</p><p><br></p><p>Responsibilities:</p><p>• Oversee utility billing processes, including initiating and discontinuing utility services at various properties.</p><p>• Collaborate with accounting teams to develop and manage utility budgets.</p><p>• Prepare and maintain accurate reports related to accruals.</p><p>• Investigate and resolve discrepancies in utility charges.</p><p>• Analyze property management financials to ensure accuracy and compliance.</p><p>• Perform credit analysis and manage commercial collections.</p><p>• Process credit applications efficiently and in compliance with company standards.</p><p>• Utilize software tools such as Excel and Yardi (preferred) to streamline operations.</p><p>• Support financial decision-making by providing detailed analytical reports.</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>
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>We are looking for a dedicated Credit/Collections Analyst to join our team in Indian Trail, North Carolina. The ideal candidate will excel in managing credit and collections processes while ensuring compliance with company policies and industry standards. This role requires strong analytical skills and the ability to build positive relationships with clients and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage credit and collections activities to minimize outstanding debts.</p><p>• Analyze credit applications and make decisions regarding credit approvals within company guidelines.</p><p>• Collaborate with clients to resolve payment issues and negotiate payment plans when necessary.</p><p>• Monitor accounts receivable and prepare reports on credit and collections performance.</p><p>• Ensure compliance with credit policies and procedures to mitigate financial risks.</p><p>• Conduct credit analysis to assess the financial viability of clients and recommend actionable strategies.</p><p>• Communicate effectively with internal teams to address disputes and improve collections processes.</p><p>• Identify opportunities for process improvements in credit and collections operations.</p><p>• Maintain accurate records of credit and collections activities for audit and reporting purposes.</p><p>• Provide guidance and support to entry level staff involved in credit and collections tasks.</p>
<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>
<p>We are looking for a detail-oriented AML/KYC Analyst to join our 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>
<p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>· Partner with various teams to support the closing of new investment transactions.</p><p>· Manage funding and financing processes for future transactions.</p><p>· Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>· Coordinate transactions exits.</p><p>· Document investment transactions and submit requests for inter-entity cash transfers.</p><p>· Oversee cash flow management across investment relationships.</p><p>· Provide operational support and supervision to internal partners.</p><p>· Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>· Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
<p>Our client is looking for an experienced Accounts Receivable Analyst to join their team on a contract basis in The Woodlands, Texas. In this role, you will play a key part in managing customer accounts, ensuring accurate invoicing, and maintaining financial records. </p><p><br></p><p>Responsibilities:</p><p>• Review and accurately code customer invoices for entry into the accounting system.</p><p>• Generate customer invoices, account statements, and credit memos as required.</p><p>• Reconcile accounts receivable aging reports and sub-ledgers with the general ledger.</p><p>• Set up new customer accounts, including billing details, payment terms, and credit limits.</p><p>• Process and verify sales orders to ensure pricing and account accuracy.</p><p>• Coordinate intercompany invoices with international teams to ensure proper documentation.</p><p>• Monitor overdue accounts and follow up on payments to maintain healthy cash flow.</p><p>• Prepare detailed accounts receivable reports on a weekly, monthly, and quarterly basis.</p><p>• Assist with month-end closing activities, including reconciliations and journal entries.</p><p>• Support both internal and external audits with relevant accounts receivable documentation.</p>
<p>The Payments Business Analyst will support initiatives related to payment processing platforms, including ACH, credit/debit, and alternative payment methods. This role works closely with product and engineering teams to define transaction flows, settlement logic, and downstream system impacts. Responsibilities include gathering requirements, documenting payment workflows, validating transaction data, and supporting merchant onboarding or enhancements to existing payment services.</p>
<p>Are you detail-oriented, analytical, and passionate about supporting underwriting operations? We are partnering with a leading organization in the insurance sector to find a talented <strong>Underwriting Analyst</strong> to join their team. This is an exciting opportunity to work in a dynamic environment while contributing to the success of a global leader.</p><p><br></p><p>The Underwriting Analyst will provide comprehensive support to the underwriting team, including research, data analysis, and preparation of policy documentation. This role is critical in ensuring accurate and timely servicing of new and existing policyholders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare underwriting analysis packs, including risk research and historical data review.</li><li>Load underwriting models with endorsements and coverages.</li><li>Compare insured values with industry benchmarks and highlight discrepancies.</li><li>Generate policy history reports and renewal packs.</li><li>Peer review analyst packs for accuracy and completeness.</li><li>Issue quotes, binders, and policy documents as directed.</li><li>Assist with credit control, proofreading, and administrative tasks.</li><li>Communicate with brokers and internal teams to resolve discrepancies.</li></ul><p><br></p><p><br></p>
We are looking for a skilled Billing Analyst to join our healthcare team in Houston, Texas. This role involves ensuring accurate and timely billing processes, collaborating with various departments, and maintaining detailed financial records. As this is a Contract to permanent position, it offers an excellent opportunity for growth and long-term career development.<br><br>Responsibilities:<br>• Input billing data and process paperwork received from designated branches, ensuring accuracy and efficiency.<br>• Communicate with branch staff to provide constructive feedback regarding the timeliness and accuracy of submitted documents.<br>• Update and manage billing work queues daily to maintain a streamlined workflow.<br>• Monitor billing reports to verify the precision of financial and administrative data.<br>• Collaborate closely with the Billing Manager and team members to foster effective communication and problem-solving.<br>• Participate in department projects, such as sales updates and adjustments to customer pricing.<br>• Liaise with accounts receivable, credit/collections, and branch personnel to address inquiries and resolve discrepancies.<br>• Validate invoices for accuracy in pricing, customer details, equipment specifications, tax information, and other key elements.<br>• Meet strict deadlines for month-end billing activities and ensure all department tasks are completed on time.<br>• Perform additional duties as assigned to support the operational needs of the billing department.
<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>
We are looking for a dedicated Collections Analyst to join our Accounts Receivables team in Woburn, Massachusetts. In this long-term contract role, you will play a key part in managing receivable balances, collecting outstanding payments, and resolving disputes efficiently. This position requires collaboration with internal teams and external customers to ensure seamless processes and excellent service delivery.<br><br>Responsibilities:<br>• Manage the collection of overdue balances related to rent or purchase orders, ensuring timely payments.<br>• Collaborate with internal departments to resolve customer disputes and discrepancies effectively.<br>• Provide exceptional customer service while addressing payment issues and maintaining positive relationships.<br>• Utilize Oracle systems to track and process receivables, invoices, and adjustments as needed.<br>• Prepare detailed reports on account statuses, collections progress, and outstanding balances.<br>• Audit and review lease documents, contracts, and purchase orders to ensure accuracy and compliance.<br>• Maintain organized records of billing, adjustments, and cash applications to support financial processes.<br>• Prioritize tasks and adhere to timelines to meet departmental goals in a fast-paced environment.<br>• Communicate clearly and professionally with customers and team members to resolve issues.<br>• Assist in improving collection processes and workflows to enhance efficiency.
<p>We are looking for a Business Admin/Analyst for a client in Redmond, Washington. This contract-to-permanent position focuses on providing operational and financial support to ensure the smooth execution of departmental processes and compliance programs. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple responsibilities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage operational tasks such as purchasing gifts, planning morale events, and tracking employee milestones.</p><p>• Oversee high-volume financial processes, including meal card program reporting, payroll replenishment, and unclaimed property submissions.</p><p>• Administer compliance-related activities such as labor law updates, license renewals, and vendor documentation maintenance.</p><p>• Take ownership of the P-Card program, handling card requests, approvals, compliance audits, and corporate escalations.</p><p>• Support travel-related purchases and expense reporting for the region while ensuring adherence to corporate policies.</p><p>• Perform regular audits of ledgers and subscription charges across multiple business lines.</p><p>• Provide backup assistance for billing and collections tasks, ensuring accuracy and efficiency.</p><p>• Streamline operational workflows by identifying and implementing process improvements.</p><p>• Document standard operating procedures, accounting policies, and internal processes to enhance transparency and consistency.</p><p>• Coordinate office supply audits and assist with IT peripherals routing for cafes.</p>
<p><em>The salary for this position is $85,000 to $86,000 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><strong>Responsibilities</strong></p><ul><li>Coordinate Treasury data retrieval. Retrieve and process electronic bank statements and coordinate information flow into SAP. Resolve issues related to obtaining electronic banking information. Ensure that inflows and outflows have proper G/L coding.</li><li>Payment processing. Run daily payment programs, process wires that need to be uploaded into bank websites, process Federal/State/Canadian tax payments, process ACH drawdowns, and troubleshoot any payment-related problems.</li><li>Various banking-related activities. Online banking user maintenance, signatory updates, process remote check deposits, handle auditor information requests, and maintain a list of all bank accounts.</li><li>Assist with month-end activities, such as interest accrual reports, letter of credit reporting, and distribution of various reports. Verification of interest payment calculations with third parties.</li><li>International activities. Review and initiate/approve international payments, work with the Cash Manager to place international investments, and assist with intercompany transactions.</li></ul>
<p>We are looking for an entry-level Financial Analyst to join a team in Roseville, Minnesota. This contract-to-permanent position offers an exciting opportunity to develop your skills in financial analysis, reporting, and data interpretation while working in a dynamic and fast-paced environment. If you have a strong analytical mindset and a passion for financial markets, this role could be the perfect fit for you.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive financial analysis to support decision-making and strategic planning.</p><p>• Interpret financial data to identify trends and patterns that can impact business outcomes.</p><p>• Prepare detailed financial reports and present insights to stakeholders.</p><p>• Monitor financial markets and provide relevant updates to the team.</p><p>• Utilize tools like Bloomberg Terminal to gather and analyze market data.</p><p>• Collaborate with team members to ensure accurate and timely reporting.</p><p>• Assist in developing forecasts and budgets based on data analysis.</p><p>• Support the implementation of financial strategies to achieve organizational goals.</p><p>• Research and evaluate financial trends to inform business strategies.</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>We are looking for a skilled Procedure Analyst to join our team on a long-term contract basis in Las Vegas, Nevada. In this role, you will play a pivotal part in developing, implementing, and monitoring operational procedures across various banking functions, ensuring accuracy, compliance, and efficiency. This is an excellent opportunity to contribute to a dynamic environment within the banking industry while fostering improvements in workflow and risk management.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement operational procedures for banking functions such as wires, reconciliation, and deposit operations.</p><p>• Provide training to business owners on proper procedure writing, including one-on-one sessions and office hours.</p><p>• Conduct assessments to identify training needs and collaborate with department leaders to address gaps.</p><p>• Ensure all procedures comply with regulatory requirements, industry standards, and internal policies.</p><p>• Work closely with subject matter experts to validate the accuracy and effectiveness of documentation.</p><p>• Analyze workflows to identify opportunities for process improvement and risk reduction.</p><p>• Assist in documenting procedures for new tools or systems during implementation phases.</p><p>• Maintain accurate tracking systems for operating and desktop procedures.</p><p>• Participate in audits and reviews to ensure compliance with banking regulations.</p><p>• Support risk mitigation efforts by escalating cases or inquiries when necessary.</p>
<p>We are looking for a talented Financial Analyst to join our team in Rancho Cucamonga, California. In this role, you will play a vital part in supporting financial operations, providing insights, and ensuring compliance with internal controls. The ideal candidate will have a strong background in financial analysis, advanced Excel skills, and experience with business systems. Please call Brigitte Mendez @ 909-717-4037 if interested or call your Robert Half Recruiter directly.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain the annual budget, ensuring accuracy and alignment with company goals.</p><p>• Prepare monthly forecasts and weekly financial updates to provide timely insights for decision-making.</p><p>• Execute month-end close procedures, including reconciliation and reporting tasks.</p><p>• Generate comprehensive monthly financial reports to summarize performance and highlight key trends.</p><p>• Conduct ad-hoc financial analyses to address business needs and support strategic planning.</p><p>• Evaluate and test internal controls to ensure compliance with regulatory standards.</p><p>• Collaborate with cross-functional teams to analyze and improve cash flow processes.</p><p>• Utilize advanced Excel functionalities to optimize financial models and streamline reporting.</p><p>• Leverage knowledge of business systems to enhance efficiency in financial operations.</p>
<p><strong>Financial Analyst / Underwriter - HYBRID, Hartford</strong></p><p><strong>Contact: </strong>Brittany Rizzo / [email protected]....</p><p><strong>Reference ID:</strong> BR0013272602</p><p><br></p><p>Our client has partnered with Robert Half in their search for a Financial Analyst to join their team in Hartford, Connecticut. In this hybrid role, you will apply your expertise to evaluate financial risks and provide advanced underwriting analysis, ensuring adherence to company guidelines and standards. This position offers an exciting opportunity to contribute to the success of an established insurance organization, and a clear path for growth. </p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed underwriting evaluations to assess individual risks, ensuring compliance with company policies and industry standards.</p><p>• Analyze financial statements and data to make informed decisions regarding risk acceptability and pricing.</p><p>• Collaborate with internal teams to develop accurate financial models and projections.</p><p>• Perform variance analysis to identify discrepancies and provide actionable insights.</p><p>• Utilize data mining techniques to uncover trends and opportunities for optimization.</p><p>• Prepare ad hoc financial analyses to support strategic decision-making and business planning.</p><p>• Review coverages, terms, and conditions to ensure alignment with company objectives.</p><p>• Maintain up-to-date knowledge of market trends and regulatory changes impacting financial underwriting.</p><p>• Communicate findings and recommendations effectively to stakeholders and management.</p><p>• Assist in developing strategies for risk management and improving underwriting processes.</p>
We are looking for an experienced Financial Analyst to join our dynamic team in Midland, Texas. The ideal candidate will possess a solid background in finance and a proven ability to adapt in a fast-paced, collaborative environment. This role requires a self-motivated, detail-oriented individual who can confidently manage financial models, provide analytical insights, and contribute to overall operational excellence.<br><br>Responsibilities:<br>• Create, update, and refine complex financial models to support forecasting and strategic planning.<br>• Perform in-depth financial analyses to offer actionable insights and aid in decision-making processes.<br>• Handle daily cash management activities and support treasury operations with accuracy and efficiency.<br>• Contribute to month-end close procedures and assist in budgeting initiatives.<br>• Maintain organized financial records and collaborate across departments to gather and analyze key data.<br>• Take on additional office responsibilities as needed to ensure seamless operations and team collaboration.
<p>We’re partnering with a fast-growing organization in Spartanburg seeking a Senior Financial Analyst with the horsepower to move up quickly—this track could realistically lead to company President one day.</p><p><br></p><p>📊 Why This Role Stands Out:</p><p> ✔️ True FP& A role—partnering with operations, not just crunching numbers</p><p> ✔️ HUGE growth potential in a high-visibility seat</p><p> ✔️ Competitive pay to $130k + bonus</p>
<p>Our client is a clean energy company seeking a driven Financial Analyst to join their team in Arlington, Virginia. This role focuses on supporting renewable energy projects through strategic financial analysis, modeling, and transaction execution. If you are passionate about clean energy and have a strong background in finance, this is an exciting opportunity to contribute to the development of solar and energy storage projects.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain advanced financial models, including joint venture structures, partnership flips, and lease pass-throughs.</p><p>• Oversee transaction execution and manage the financial closing process for multiple renewable energy projects.</p><p>• Collaborate with investors to negotiate financing terms for solar and energy storage portfolios, including debt, equity, and tax equity investments.</p><p>• Partner with internal teams to estimate financial assumptions, track project variables, and integrate financing requirements into company processes.</p><p>• Participate in client meetings and industry conferences to represent the organization and facilitate project discussions.</p><p>• Assist senior team members in negotiating and closing project financing deals, including tax equity sales.</p><p>• Monitor and analyze project development metrics to ensure financial feasibility and compliance with investment conditions.</p>
We are looking for a highly skilled Financial Business Analyst to join our team on a long-term contract basis in Menlo Park, California. In this role, you will collaborate closely with finance and business stakeholders to optimize financial systems and processes, ensuring accurate and timely reporting. You will serve as a strategic partner, leveraging your expertise in Oracle Cloud and other financial systems to drive meaningful improvements across key financial functions.<br><br>Responsibilities:<br>• Act as a subject matter expert for Oracle Cloud and other financial systems, providing guidance and support for business processes.<br>• Analyze existing financial systems and operational procedures to identify areas for improvement and streamline processes.<br>• Collaborate with finance and business stakeholders to gather requirements, propose enhancements, and resolve system-related issues.<br>• Draft comprehensive business requirements documents, create user acceptance testing plans, and develop training materials for system transformations.<br>• Partner with cross-functional teams, including IT, to design and implement effective business solutions.<br>• Monitor project progress, provide status updates, and address risks and challenges to ensure successful execution.<br>• Utilize knowledge of finance, accounting, and tax processes to deliver solutions that align with business goals.<br>• Lead requirements gathering sessions and support the testing and implementation of new systems or enhancements.<br>• Build and maintain strong relationships with process owners and stakeholders to facilitate collaborative decision-making.<br>• Maintain a strategic and tactical approach to address critical business needs while achieving operational excellence.
