<p>Robert Half is working with a great company who is looking to bring on a Tax Manager - Indirect. The ideal candidate will be responsible for overseeing all indirect tax related decisions and activities in the organization. You will help stay tax-compliant and help build efficiencies for the team.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage the preparation, review, and timely filing of all indirect tax returns (sales & use, property, etc.) across multiple jurisdictions.</li><li>Oversee accurate calculation and remittance of indirect tax liabilities.</li><li>Maintain tax calendar and ensure all deadlines are met to avoid penalties.</li><li>Provide guidance to business units on tax implications for transactions, contracts, and new business initiatives.</li><li>Research and interpret complex indirect tax laws and regulations to ensure compliance and identify potential savings opportunities.</li><li>Partner with accounting and finance teams to ensure tax considerations are integrated into financial planning and reporting.</li><li>Manage indirect tax audits and inquiries from state, local, and international tax authorities.</li><li>Prepare documentation and support audit defense strategies.</li><li>Proactively identify tax risk areas and recommend mitigation strategies.</li><li>Implement and maintain tax automation tools and software to improve efficiency and accuracy in tax calculations and filings.</li></ul>
<p>Robert Half is in search for a Financial Analyst for local ongoing opportunities. The Financial Analyst, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. For Immediate consideration please email your resume and call 626.463.2030 to schedule an interview. </p><p>Financial Modeling:</p><p>· Develop and maintain financial models to analyze and forecast company performance</p><p>· Use spreadsheet tools to create projections, scenario analyses, and sensitivity analyses.</p><p>Budgeting and Forecasting:</p><p>· Collaborate with various departments to create and manage budgets.</p><p>· Prepare financial forecasts, identifying trends and potential areas of concern or opportunity.</p><p>Financial Reporting:</p><p>· Generate and analyze financial reports, including income statements, balance sheets, and cash flow statements.</p><p>· Communicate financial results and trends to management and stakeholders.</p><p>Variance Analysis:</p><p>· Conduct variance analysis to compare actual financial performance against budgets and forecasts.</p><p>· Identify and investigate discrepancies, providing explanations for variances.</p><p>Decision Support:</p><p>· Provide decision support by analyzing financial data and making recommendations for strategic and operational decisions.</p><p>· Assess the financial impact of potential investments, projects, or business initiatives.</p><p>Market and Industry Analysis:</p><p>· Monitor economic and industry trends that may impact the organization's financial performance.</p><p>· Conduct market research and competitor analysis to inform strategic decision-making.</p><p> </p><p><br></p>
<p><strong>Job Title</strong>: Tax Manager and/or Senior Tax Manager</p><p><strong>Qualifications</strong>: To be considered for this position, applicants must hold a CPA designation or be a CPA candidate.</p><p><strong>Responsibilities</strong>:</p><ul><li>Prepare federal and state individual, trust, partnership, and corporate tax returns.</li><li>Conduct tax research and analysis.</li><li>Respond to client inquiries as well as notices from the Internal Revenue Service, state, and local tax authorities.</li><li>Maintain books and records, including preparation of bank and credit card reconciliations.</li><li>Assist with the preparation of monthly, quarterly, and yearly financial reports.</li><li>Communicate with clients to gather relevant information, answer inquiries, and provide deliverables.</li></ul><p><br></p>
<p>Robert Half Finance & Accounting has partnered with an organization in St. Louis seeking a full-time Accounting Supervisor. The Accounting Supervisor must possess strong oral and written communication skills along with the ability to work both independently and in a team environment.</p><p><br></p><p><strong>Accounting Supervisor Responsibilities:</strong></p><p>Managing and performing all accounting activities including:</p><p>o Month/year-end close</p><p>o Financial statements and reporting</p><p>o Budgeting and forecasting</p><p>o Accounts payable and accounts receivable</p><p><br></p><p><strong>Accounting Supervisor Minimum Qualifications:</strong></p><p>· Bachelor degree in Accounting or Finance</p><p>· 5+ years of full cycle accounting with supervisory required</p><p>· Advanced Excel skills with Blackbaud experience a plus</p><p><br></p><p>This position offers a competitive salary along with a comprehensive benefits plan. For more information and a confidential discussion, please apply online or contact Ricky Rozycki via LinkedIn.</p>
Robert Half Finance and Accounting is working with a local company seeking a Technical Accounting Manager. <br> The Technical Accounting Manager should have a bachelor's degree at min, a Master's degree is even better. <br> The Technical Accounting Manager should have public audit/public accounting experience. <br> The Technical Accounting Manager should be detail oriented and be a team player. <br> A CPA is a very nice to have for this Technical Accounting Manager role. <br> If you or anyone you know is interested in this Technical Accounting Manager role please apply to this posting and call Vanessa Sutton at 720.678.9295 and reference Technical Accounting Manager position.
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
We are looking for an experienced Regional Finance Manager to join our team in Irving, Texas. This is a contract position where you will spearhead financial planning and analysis initiatives to support strategic decision-making. The ideal candidate will bring a strong background in budgeting, forecasting, and financial modeling, along with expertise in analyzing variances and small business lending.<br><br>Responsibilities:<br>• Oversee the development and execution of annual budgets, ensuring alignment with company objectives.<br>• Conduct detailed financial modeling to evaluate performance and support key business decisions.<br>• Analyze financial data to identify trends, variances, and opportunities for cost optimization.<br>• Prepare forecasts to anticipate financial outcomes and guide strategic planning.<br>• Collaborate with cross-functional teams to gather insights and improve financial processes.<br>• Lead financial planning and analysis efforts, providing actionable recommendations to leadership.<br>• Monitor and report on key performance indicators to track business progress.<br>• Support small business lending operations by analyzing financial risks and opportunities.<br>• Ensure compliance with financial regulations and internal policies.<br>• Provide mentorship and guidance to less experienced team members, fostering a culture of excellence.
<p>We are looking for a detail-oriented Financial Analyst to join our team in Houston, Texas. In this role, you will play a key part in providing financial insights, reporting, and analytical support to help drive informed decision-making within our organization. This is an exciting opportunity to contribute to a growing company in the manufacturing industry.</p><p><br></p><p>Responsibilities:</p><p>• Deliver accurate financial analysis, forecasting, and reporting to aid management in strategic planning.</p><p>• Create comprehensive reports that include key metrics, financial performance, and variance analyses.</p><p>• Identify and recommend opportunities to enhance organizational performance and efficiency.</p><p>• Stay informed about new policies, regulations, and industry trends to ensure compliance and best practices.</p><p>• Develop and maintain financial models to support business decisions and improve operational outcomes.</p><p>• Assist the Division Controller by preparing ad hoc reports and conducting special analyses as needed.</p><p><br></p><p>For immediate consideration, contact Mark, mark.loiacano@roberthalf</p>
<p>We are seeking a detail-oriented and analytical <strong>Accounts Payable Analyst</strong> to join our team. The ideal candidate will be responsible for managing the end-to-end accounts payable process, ensuring accuracy, compliance, and timeliness in all vendor payments. This role requires strong problem-solving skills, excellent communication, and the ability to work effectively in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, process, and reconcile invoices accurately and in a timely manner.</li><li>Ensure proper coding of invoices to general ledger accounts.</li><li>Prepare and execute payment runs, including ACH, wire transfers, and checks.</li><li>Reconcile vendor statements and resolve discrepancies.</li><li>Maintain vendor records and ensure compliance with company policies and internal controls.</li><li>Assist with month-end close by preparing accruals and reconciliations.</li><li>Monitor AP aging and provide reporting as needed.</li><li>Collaborate with cross-functional teams to resolve invoice/payment issues.</li><li>Support internal and external audits by providing documentation and explanations.</li></ul><p><br></p>
<p><strong>Be the voice behind the numbers and influence strategy at a global health leader!</strong> Our client, an industry-defining organization is hiring a <strong>Senior Financial Analyst</strong> for their high-performing FP& A team. This isn’t a back-office reporting role. With innovation and empathy at its core, the company is reshaping healthcare—and you’ll help power that transformation through data-driven strategy. More specifically, you will partner with Sales, Marketing, Operations, and other business units to lead a range of FP& A initiatives—from workforce planning and resource allocation to pricing strategy and market expansion. </p><p><br></p><p><strong>Position Overview:</strong></p><ul><li>Collaborate with regional leadership and function as a trusted advisor and financial thought partner.</li><li>Analyze financial and operational performance to spot trends, risks, and opportunities.</li><li>Provide actionable recommendations on high-impact decisions—think hiring, resourcing, marketing investments, and more.</li><li>Lead budgeting, forecasting, and monthly performance reviews for a key North American region.</li><li>Collaborate with the broader FP& A team on consolidated reporting, KPI tracking, and strategic planning.</li><li>Build dynamic models, run “what-if” scenarios, and drive ROI analyses to support clinical and business growth initiatives.</li></ul><p>If you’re ready to make a real impact at a purpose-driven organization, send your resume to <strong>Kristin.Kelleher@roberthalf</strong>.</p>
<p><br></p><p><strong>About the Opportunity:</strong></p><p> We’re working with a rapidly growing SaaS company in the nonprofit technology space that is looking for its first <strong>Director of Finance</strong>. This is an exciting opportunity to join the executive team and play a pivotal role in shaping the company’s financial strategy, structure, and scalability as they continue to expand.</p><p>The organization has grown quickly over the past year, adding multiple new hires, and is now ready to bring financial leadership in-house to ensure consistency, structure, and long-term planning. This is a <strong>hands-on role</strong> where you’ll wear multiple hats, partner directly with the CEO, and help drive decision-making at the highest level.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee all monthly financial reconciliation, reporting, and compliance</li><li>Build and refine forecasting models to support leadership and board-level decisions</li><li>Lead budgeting, KPI tracking, and financial performance analysis</li><li>Manage accounts payable, invoicing, collections, and vendor relationships</li><li>Partner with external tax, audit, and legal professionals as needed</li><li>Support investor reporting and long-term financial strategy</li></ul><p><br></p>
<p>Chris Preble from Robert Half is seeking an experienced and detail-oriented Senior Financial Analyst to join the finance team of his Syracuse client. This organization allows you to work from home 1-2 days a week and has great benefits. This is a new role due to continued growth in the organization. This Senior Financial Analyst role will be responsible for providing strategic insights, building robust financial models, and analyzing complex datasets to support business decision-making. Proficiency in SQL is essential, as you will work closely with large data sets from multiple sources to generate accurate financial reports and forecasts. Only those with SQL experience will be considered.</p><p>Key Responsibilities</p><ul><li>Develop and maintain complex financial models to support budgeting, forecasting, and long-term planning initiatives.</li><li>Analyze financial results, trends, and key performance indicators (KPIs) to provide actionable insights to senior leadership.</li><li>Extract, manipulate, and analyze large datasets using SQL to support financial and operational reporting.</li><li>Partner with cross-functional teams (e.g., Sales, Marketing, Operations) to understand business drivers and refine forecasting methodologies.</li><li>Prepare monthly and quarterly management reports, dashboards, and ad-hoc analyses.</li><li>Identify process improvement opportunities and lead automation efforts in financial reporting and data workflows.</li><li>Support strategic initiatives such as pricing analysis, investment evaluations, and cost optimization efforts.</li></ul>
<p>Robert Half is partnering with a construction client the Denver area on a Financial Analyst opening. The Financial Analyst reports to the Controller of this company. <strong> </strong></p><p>The Financial Analyst will play a key role in supporting financial operations for a growing construction company. This position is responsible for analyzing project financials, monitoring Work-In-Progress (WIP) schedules, implementing cost controls, and providing timely reporting to management. The ideal candidate has experience in construction accounting, strong analytical skills, and proficiency with SAP software.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain <strong>Work-In-Progress (WIP) reports</strong>, ensuring accurate revenue recognition and forecasting.</li><li>Partner with Project Managers to provide <strong>financial insights on project performance</strong>, including budgets, actuals, variances, and projections.</li><li>Monitor and analyze <strong>job cost reports</strong>, ensuring proper coding of labor, materials, subcontractor, and overhead costs.</li><li>Support monthly, quarterly, and year-end <strong>financial close processes</strong>, including journal entries, reconciliations, and reporting.</li><li>Assist with development and implementation of <strong>cost control processes</strong> to improve project profitability.</li><li>Work with operations and finance teams to streamline reporting in <strong>SAP</strong> and ensure accuracy of project data.</li><li>Provide financial modeling, forecasting, and ad hoc analysis to support management decision-making.</li><li>Ensure compliance with company policies, internal controls, and industry accounting standards.</li></ul><p>This role is 100% in office. </p><p><br></p>
<p>We are looking for a skilled Financial Analyst to oversee financial planning, budgeting, and strategic analytics for our organization. This role requires an individual with a strong background in financial modeling and variance analysis. Based in Stamford, Connecticut, this position offers an excellent opportunity to contribute to impactful decision-making through comprehensive financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage the annual budget, ensuring alignment with organizational goals and objectives.</p><p>• Perform comprehensive variance analyses to identify trends, risks, and opportunities.</p><p>• Create detailed financial models to support business decisions and long-term strategy.</p><p>• Oversee the financial planning and analysis (FP& A) process, providing actionable insights to senior leadership.</p><p>• Lead the preparation of regular financial forecasts and reports with accuracy and timeliness.</p><p>• Collaborate with cross-functional teams to streamline budgeting and reporting processes.</p><p>• Evaluate and recommend strategies to optimize financial performance and operational efficiency.</p><p>• Ensure compliance with financial regulations and internal policies.</p><p>• Present key findings and recommendations to stakeholders, including executives and board members</p>
<p>Are you ready to join an exciting, rapidly growing company that’s making waves in its industry? A scaling company Downtown Los Angeles is seeking a dynamic <strong>Financial Analyst</strong> to become an integral part of their team in a <strong>hybrid role</strong>, blending remote work flexibility with collaborative in-office innovation. If you are proficient in <strong>NetSuite</strong>, passionate about financial analysis, and eager to contribute to a thriving organization, we want to hear from you!</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><p>This is an incredible opportunity to partner with a client experiencing dynamic growth and expansion. They value collaboration, creativity, and professional development, providing a supportive yet fast-paced environment where you can truly shine. The role also offers the potential to transition into a permanent position for the right candidate!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial data and trends to provide actionable insights that support strategic business decisions.</li><li>Prepare detailed variance analyses, forecasts, and reports for management, ensuring data accuracy.</li><li>Support month-end and year-end closing processes, including reconciliation and reporting.</li><li>Utilize NetSuite to manage budgeting, reporting, and financial systems, optimizing processes within the platform.</li><li>Contribute to financial modeling and support budgeting efforts across departments.</li><li>Collaborate with cross-functional teams to ensure compliance with internal policies and external regulations.</li><li>Assist with ad hoc projects related to financial performance and operational efficiency.</li></ul>
<p>🚨 <strong>NOW HIRING: Chief Financial Officer | Education Industry | Greater Asheville, NC | Up to $180k</strong> 🚨</p><p><br></p><p>We’re partnering with a mission-driven education institution in the Asheville area to find their next <strong>CFO</strong> — a strategic finance leader ready to guide expansion projects and elevate organizational impact.</p><p><br></p><p>✨ <strong>Why This Role?</strong></p><p>✔️ Hybrid schedule for flexibility</p><p>✔️ Relocation assistance and/or housing available</p><p>✔️ Opportunity to shape upcoming growth initiatives</p><p>✔️ Collaborative, people-first culture</p><p><br></p><p>💲 <strong>Compensation:</strong> Up to $180K base + excellent benefits</p>
<p>We are in search of a Treasury Analyst to join our Growing Company in Long Beach, California. The Treasury Analyst will be tasked with managing our corporate treasury activities, such as cash management, creditor relations, and capital planning. This role will also involve liaising with internal teams and global banking partners and working on special projects as assigned.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage corporate treasury cash management, ensuring effective execution of all cash transactions between entities, with a focus on accuracy and confidentiality.</p><p>• Oversee creditor relations and capital planning, taking ownership of daily cash flow maintenance, and preparing accurate cash flow forecasts.</p><p>• Act as the primary liaison with our global banking partners, anticipating client needs, and responding to inquiries to ensure client satisfaction.</p><p>• Perform complex problem resolution independently and exercise judgment in escalating material issues.</p><p>• Execute all corporate cash management transactions and calculations, monitor various controls and procedures to maintain the integrity of our financial operations.</p><p>• Propose and implement changes to strengthen internal controls and enhance efficiency within the corporate treasury cash management.</p><p>• Develop and maintain detailed policies and procedures documentation for corporate treasury cash management.</p><p>• Participate in special projects as assigned, identifying priorities and recommending solutions on assigned initiatives.</p><p><br></p><p>Please email your resume . If you're not currently working with anyone at Robert Half, please click call 562-800-3963 and ask for David Bizub. Please reference job order number</p><p>00460-0013146122. or email resume to [email protected]</p>
<p>We are seeking a Finance Business Partner to join a high-growth organization and play a key role in driving strategic and financial performance across multiple business functions. This role offers the opportunity to act as a trusted advisor to senior leadership and directly influence business strategy, growth, and operational efficiency.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Act as a trusted advisor to senior leadership across Insurance Product, Commercial, Sales & Service Center, and Customer Lifecycle teams</li><li>Lead financial planning, valuation, OKR & QBR development, and provide strategic support for commission revenue structures, product revenue, renewal revenue, and a significant portion of the operating expense base</li><li>Build and present financial business cases for product launches, carrier negotiations, post-sale customer management, and workforce management decisions</li><li>Oversee risk management and valuation of strategic initiatives, including integration of platform installment fees projected to drive a substantial portion of future revenue</li><li>Partner on sales incentive plan design and implementation, ensuring alignment with efficiency and growth goals</li><li>Contribute to company-wide LTV modeling to guide channel and product strategy</li><li>Build reporting models to support customer lifecycle analysis, investment decisions, and retention strategies</li><li>Lead in-depth analysis of business and financial trends, driving performance-focused conversations with stakeholders</li><li>Manage partnership compensation models and collaborate with accounting for accurate and timely execution</li><li>Oversee expense management, including contract review, reporting, and headcount forecasting</li><li>Lead annual budgeting cycles, helping set strategic priorities and long-term financial targets</li><li>Collaborate across the finance organization to align on best practices, tools, and process improvements</li></ul><p><br></p><p><br></p>
<p>Edgar Gonzalez with Robert Half is on the hunt for a VP/Director of Finance. In this role, you will have the opportunity to steer the financial health and operational efficiency of our organization. Your main tasks will encompass executing financial strategies, managing cash flow, ensuring regulatory compliance, and leading the finance team.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee all audit and internal control operations, ensuring the organization's financial integrity and compliance</p><p>• Manage job costing and project financial management, guaranteeing precise cost tracking and financial controls</p><p>• Handle cash flow and working capital, optimizing billing cycles and vendor payment terms</p><p>• Supervise financial planning, forecasting, and risk analysis, providing valuable insights for strategic decision-making</p><p>• Update and enhance the company's ERP accounting system, developing modules to improve efficiency across departments</p><p>• Implement process improvements through the adoption of new accounting and project management technologies</p><p>• Supervise the finance team, including those in Accounts Payable (AP), Accounts Receivable (AR), and Project Coordinators (PC), ensuring accurate project billing and expense tracking</p><p>• Develop and implement corporate growth strategies, nurturing strong relationships with key partners</p><p>• Conduct financial analysis and forecasting, delivering detailed reports on financial performance on a weekly, monthly, quarterly, and annual basis to executive leadership</p><p>• Collaborate with the Corporate CPA to ensure accurate general ledger allocations and compliance with tax requirements</p><p>• Ensure compliance with prevailing wage laws, certified payroll reporting</p><p>• Adhere strictly to financial laws, regulations, and best practices to maintain corporate compliance and governance</p><p><br></p><p>If you're interested in this role, please reach out to Edgar Gonzalez via LinkedIn or at 209.395.2259</p>
<p>Do you have a knack for establishing and regulating an organization's accounting and finance procedures? If you're a practical Accounting Manager, this might be the job for you. Consider this position if you want to feel appreciated in your day-to-day work and be rewarded for your efforts. If you can take charge of daily operations, such as preparing and/or reviewing appropriate ledger entries and reconciliations, maintaining the general ledger system, preparing monthly, quarterly and annual financial statements, assisting with regulatory reporting as applicable, and related duties, you might be right for this Accounting Manager position with a burgeoning, innovative Local Government company. Located in the Long Beach, California area, this Accounting Manager position would be on a permanent basis. Apply today with Robert Half!</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Ensure close deadlines are met by encouraging and managing the accounting team performance during the closing process</p><p><br></p><p>- Organize a variety of technical accounting analyses, procedures, and policies</p><p><br></p><p>- Possess a working knowledge of enterprise resource planning (ERP) systems</p><p><br></p><p>- Provide regular review and analysis of balance sheets and income statement accounts owned by the Senior Accountant</p><p><br></p><p>- Work closely with FP& A and accounting management to create relevant and timely reports on financial data analytics like the monthly flash report, key financial metrics, and actual spend against budgets/outlook</p><p><br></p><p>- Contribute to the preparation of GAAP financial statements through data analysis, document preparation, integrity validation, and reconciliation processes</p><p><br></p><p>- Assist in the implementation of NetSuite Financials, including system and process design, data migration, testing, training, and go-forward system administration</p><p><br></p><p>For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0012837948. email resume to [email protected]</p>
<p><strong>Overview</strong></p><p>We are seeking an experienced <strong>Accounts Payable Manager</strong> to oversee the company’s AP operations, lead a team, and ensure efficient, accurate, and timely processing of payments. This role is responsible for streamlining processes, maintaining compliance with accounting standards, and fostering vendor relationships.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and supervise the Accounts Payable team, including hiring, training, and performance evaluations.</li><li>Oversee invoice processing, purchase order matching, payment runs, and vendor reconciliations.</li><li>Develop, implement, and maintain AP policies, procedures, and internal controls.</li><li>Collaborate with procurement, finance, and other departments to ensure accurate and timely payments.</li><li>Oversee month-end and year-end closing processes related to AP.</li><li>Manage vendor relationships and negotiate payment terms where applicable.</li><li>Ensure compliance with GAAP and company accounting policies.</li><li>Identify and implement process improvements to increase efficiency and reduce errors.</li><li>Prepare AP-related reports for management review and decision-making.</li></ul><p><br></p>
<p>A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner. </p><p><br></p><p><br></p>
<p>We are seeking a detail-oriented and proactive Tax Manager to join our client's team. The ideal candidate will have the ability to prepare and review tax returns with accuracy and timeliness and confidently communicate with clients to gather needed information. </p><p><br></p><p>Responsibilities include:</p><p><br></p><ul><li>Prepare and review corporate and individual tax returns, primarily Forms 1120S and 1120, with some 1065s</li><li>Collaborate directly with small business owners, whose business activity typically flows into their individual returns</li><li>Analyze current and prior year returns to identify discrepancies or missing information</li><li>Communicate with clients via phone or meetings to clarify issues and collect necessary documentation</li><li>Independently research tax issues and escalate more complex cases as needed</li><li>Collaborate with other teams across the organization as needed</li></ul><p><br></p>
<p><em>The salary range for this position is $115,000-$125,000, 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>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em></em></p><p><strong>Job Description Summary </strong></p><p>This critical role will be responsible for ensuring the accuracy and integrity of reporting of revenue recognition for our transactional service lines within assigned geographic regions along with supporting the creation of the Global Revenue CoE.</p><p><br></p><p><strong>Job Description </strong></p><p>Responsibilities</p><p>• Strong analytical skills to analyze revenue generating contracts and determine their impact to the Company’s results and arbitrate on complex contract reviews as needed with operations teams and various global finance counterparts</p><p>• Ability to leverage understanding of technical matters to ensure proper company-wide application reduce business risk and finding opportunities for application improvements</p><p>• Prior experience auditing or applying ASC 606 revenue recognition concepts in practice</p><p>• Ability to operate under challenging time constraints, and the ability to address multiple deliverables simultaneously.</p><p>• Ensure revenue is recorded in accordance with the contractual terms, review the monthly revenue transactions to ensure the P& L and Balance Sheet is correctly stated</p><p>• Manage the internal and external audit process and provide leadership and supervision to the revenue recognition team</p><p>• Ability to lead team in the mitigation of internal control weaknesses and ensures processes have internal controls designed and operating effectively.</p><p>• Experience with large data visualization tools and preparation of summary reports</p><p>• Manage and develop Staff and Senior team of Revenue Recognition Accountants and FSC team in performing contract reviews and creating vision for team members’ career path</p><p>• Experience with document reader and automation tools (e.g., UIPath) a plus</p><p>• Being a role model for how to conduct oneself in a team environment.</p><p>• Demonstrated initiative, critical thinking and problem-solving skills</p><p>• Experience with financial systems such as: Workday, Salesforce Engage, HFM, SAP, Essbase, or others.</p><p>• Experience with period close procedures including preparation, review and approval manual JE strongly desired.</p><p>• Actively assess opportunities within our business in relationship to technical accounting matters to influence positively business process and results.</p><p>• Perform month end review of revenue to ensure the P& L is correctly stated for each brokerage service line and region</p><p>• Ensure compliance with all revenue accounting policies and procedures, drive process and system developments with respect to changes in GAAP and develop improvements and efficiencies as required</p>
<p>We are looking for an experienced Sr. Financial Analyst. In this long-term contract position, you will play a pivotal role in developing and implementing advanced reporting solutions to support key business operations. This is an excellent opportunity to leverage your expertise in financial analysis, data visualization, and process improvement within a dynamic manufacturing environment.</p><p><br></p><p>Responsibilities:</p><p>• Design and implement automated reporting systems to track critical business metrics.</p><p>• Develop real-time dashboards using tools such as Power BI to enhance decision-making capabilities.</p><p>• Conduct in-depth benchmarking and analysis to identify trends and opportunities.</p><p>• Create comprehensive documentation outlining reporting processes and methodologies.</p><p>• Prepare training materials and provide guidance to end-users for effective utilization of reporting tools.</p><p>• Collaborate with cross-functional teams to gather requirements and ensure reporting solutions meet business needs.</p><p>• Utilize SQL and Excel to manipulate and analyze large datasets efficiently.</p><p>• Monitor and refine KPI reporting to ensure accuracy and relevance.</p><p>• Identify and recommend process improvements to streamline reporting workflows.</p><p>• Provide actionable insights through detailed business analysis.</p>
