<p><em>The salary range for this position is $55,000-$70,000 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>We are in the Services industry, based in Chicago, Illinois, and we are actively searching for a diligent Accounts Receivable Analyst to join our dynamic team. This role centers around providing top-tier support for account management, enhancing cash flow through detailed reporting and analysis, and implementing processes to track E-billing progress and reduce overdue balances.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Efficiently process customer credit applications and maintain precise records of customer credit</p><p>• Directly liaise with clients to respond to queries, provide reports, and resolve invoice discrepancies and receivable issues</p><p>• Collaborate with the billing department and attorneys to address billing and collections problems</p><p>• Actively track E-billing progress, including status reporting and resolving short-paid and rejected invoices in conjunction with the Billing department</p><p>• Contribute to the creation of best practices for E-billing monitoring, collections, and A/R management to optimize processes</p><p>• Assess delinquent accounts and suggest resolution strategies</p><p>• Handle daily processing and posting of client payments</p><p>• Coordinate with attorneys on payment-related issues, ensuring proper allocation of payments</p><p>• Process suitable credits, write-offs, and discounts on client invoices</p><p>• Prepare and monitor A/R dashboards and reports, including aging, reconciliation, and collections reports</p><p>• Carry out ad hoc reporting and other assigned tasks and projects.</p>
We are in search of a Collections Supervisor to join our team in Wilmington, Delaware. The role entails overseeing our collections efforts, managing and prioritizing tasks, and working closely with our finance leadership. The ideal candidate will be able to interface with firm leadership, billing attorneys, and finance team members to provide updates on accounts receivable balances, identify trends, and recommend future actions. <br><br>Responsibilities: <br><br>• Oversee collections efforts, ensuring timely and effective recovery of aged accounts receivable balances<br>• Collaborate with billing attorneys and clients to follow-up on receivables<br>• Maintain comprehensive documentation, including collection notes<br>• Utilize technology and collections management software to manage, analyze, and report on collections activities<br>• Develop and implement strategies to improve collections results based on data analysis and identified trends<br>• Communicate effectively with firm leadership, finance leadership, attorneys, secretaries, and clients<br>• Understand and communicate regarding all aspects of the accounts receivable function, including cash receipts, cash posting, cash reconciliation, credit memos, overpayments, and collections outreach efforts<br>• Anticipate work needs, organize workflow, and follow through with minimal direction<br>• Adapt to changing demands and perform professionally and proficiently under tight deadlines and in a fast-paced work environment<br>• Carry out other duties as required
<p>Are you looking to apply your revenue cycle expertise in a position that makes an impact in the healthcare industry? Robert Half is seeking a skilled <strong>Revenue Cycle Analyst</strong> for a <strong>temp-to-hire opportunity</strong> with a growing healthcare organization.</p><p>This key role ensures the financial sustainability of healthcare operations by analyzing and optimizing billing, insurance claims, and payment processes. If you have a meticulous attention to detail, a collaborative approach, and a knack for problem-solving, this could be your next career step!</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Analyze and improve all aspects of the revenue cycle, including patient access, billing, coding, claims management, and collections processes.</li><li>Review and ensure insurance claim submissions meet payer requirements while identifying and addressing denied or delayed claims.</li><li>Monitor key performance indicators (KPIs) and revenue cycle metrics, delivering reports to support data-based decision-making.</li><li>Collaborate with clinical and administrative staff to enhance workflows and reduce revenue cycle inefficiencies.</li><li>Stay current with healthcare regulations and payer policies, ensuring compliance across all processes.</li><li>Train and mentor staff on revenue cycle best practices and system enhancements, as needed.</li></ul>
<p>We are looking for a detail-oriented Financial Analyst to join our team in Tuscaloosa, Alabama. In this contract to a possible permanent position, you will play a pivotal role in analyzing financial data, preparing reports, and ensuring accurate reconciliations. This opportunity offers the chance to work within a collaborative team environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review journal entries to ensure accurate financial reporting.</p><p>• Utilize advanced Microsoft Excel functions for data analysis and reporting.</p><p>• Analyze monthly variances to identify trends and provide actionable insights.</p><p>• Collaborate with team members to streamline processes and improve efficiency.</p><p>• Utilize corporate accounting skills for the department.</p>
We are looking for an organized and detail-oriented Treasury Analyst to join our team in Dallas, Texas. In this role, you will collaborate closely with the Accounts Payable department to ensure timely and accurate financial transactions. The ideal candidate is motivated, detail-oriented, possesses strong analytical skills, and is committed to maintaining financial accuracy.<br><br>Responsibilities:<br>• Prepare and process cash transfer requests between various banks and accounts, ensuring accuracy and compliance.<br>• Initiate and oversee wire transfers, account transfers, and other cash movement tasks using online banking platforms.<br>• Monitor fund investments and reconcile bank account balances to maintain accurate financial records.<br>• Generate and upload positive pay data files to banks and resolve any exceptions promptly.<br>• Analyze daily and historical cash positions to verify financial activities against accounting records.<br>• Import accounts payable data into check printing software and oversee daily check processing.<br>• Support treasury operations by opening and closing bank accounts, completing necessary forms, obtaining signatures, and coordinating with bank representatives.<br>• Update and maintain treasury reports, including daily cash activity documentation.<br>• Process monthly checks for distribution to royalty owners, ensuring timely and accurate delivery.<br>• Conduct special projects aimed at evaluating and enhancing treasury processes.
<p>Our client, a highly successful NYC hospitality organization, is currently looking for a Senior Financial Analyst to join their team. In this role you will supervise and mentor a team of Financial Analysts who support all properties and departments. In this dual-role position, you’ll oversee daily reporting and analysis, while playing a major role in shaping executive strategy with forward-thinking insights. </p><p><br></p><p>Responsibilities of this position will include:</p><p>· Supervise and develop a team of analysts—delegating based on skill, interest, and workload.</p><p>· Ensure timely and accurate delivery of routine financial reports and in-depth analyses.</p><p>· Collaborate with senior management, providing insights that directly influence business strategy.</p><p>· Uphold the vision of the VP of Planning & Analysis, ensuring quality, structure, and development across the team.</p><p>· Take a hands-on approach to analysis, stepping in as needed to support the team’s workload.</p><p><br></p><p>For immediate consideration for this position please send your resume to Ben.Turnbull@roberthalf.</p>
<p><strong>Exciting Opportunity for a Financial Analyst! </strong></p><p><br></p><p>We are seeking a Financial Analyst to join a dynamic and growing organization. The ideal candidate will thrive in a fast-paced environment, demonstrate strong communication skills, and possess a passion for learning and driving improvements. This is a newly created position offering the opportunity for career growth and advancement. For consideration please apply with your most up to date resume and call Aislynn at 608-716-5643. </p><p><br></p><p><strong>Key Responsibilities & Qualifications:</strong></p><ul><li><strong>Engaging Communication Skills:</strong> Ability to effectively present financial data and analysis to leadership, while clearly communicating core accounting principles (foundational GAAP practices). This role will become the face of a key business segment and contribute to organizational decision-making</li><li><strong>Experience in Publicly Traded Organizations:</strong> Previous experience working with publicly traded companies is a plus (not a requirement), as this position will support the accuracy and insights needed for financial reporting</li><li><strong>Open to All Experience Levels:</strong> Whether you're an entry-level professional eager to learn or a seasoned financial analyst seeking a change, we welcome candidates with the drive to grow and adapt</li><li><strong>Supporting Key Initiatives:</strong> Work closely with team leadership on cost control measures, monthly forecasting, and maintaining accurate budgeting for various business units while preparing monthly financial reports</li></ul>
<p><strong>Financial Analyst | Spartanburg, SC | Up to $85K + Bonus</strong></p><p>A leading organization in Spartanburg is seeking a <strong>Financial Analyst</strong> to join their growing FP& A team. This role is ideal for someone early in their career who enjoys working with data and building financial models that drive real business insight.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with budgeting, forecasting, and monthly reporting.</li><li>Build and maintain Excel models for performance analysis.</li><li>Partner with cross-functional teams to improve reporting and decision-making.</li><li>Support analytics initiatives using Power BI, Tableau, SQL, or R (experience a plus).</li></ul><p><br></p>
<p>Financial Analyst Opportunity – Hybrid Role in Stamford, CT</p><p><br></p><p>A growing consumer products company is seeking a Financial Analyst to join their team. You’ll be directly supporting the supply chain finance function, collaborating closely with inventory and logistics teams, and owning critical reporting and analysis that drives business decisions.</p><p><br></p><p>This is a hybrid opportunity — mostly remote, with just 1 day on-site per week.</p><p><br></p><p>Compensation: $85–90K + 15% bonus</p><p><br></p><p>What you’ll do:</p><ul><li>Track and analyze supply chain costs to help the business understand where money is being spent and where savings can be found</li><li>Partner with cross-functional teams to forecast costs and plan budgets for warehousing, shipping, and other operational expenses</li><li>Support the month-end close by reviewing and analyzing supply chain costs, ensuring accuracy in reporting</li><li>Build reports that clearly show trends, opportunities, and potential risks</li><li>Spot patterns in data and suggest actionable solutions to improve processes and reduce costs</li></ul>
<p><strong>Job Title</strong>: Data & Financial Operations Analyst </p><p><strong>Location</strong>: Santa Fe Springs </p><p><strong>About Our Client:</strong> Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions. </p><p><br></p><p><strong>What You’ll Do: </strong></p><ul><li>Master the Numbers: Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth. </li><li>Build Powerful Dashboards: Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends. </li><li>Deliver High-Impact Reports: Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases. </li><li>Dig Deep: Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps. </li><li>Ensure Financial Precision: Review credit card statements and GL-coded entries for accuracy, compliance, and cost control. </li><li>Protect Profitability: Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations. </li><li>Elevate Insights: Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.</li></ul>
<p>Robert Half Finance & Accounting has partnered with an organization in St. Louis seeking a full-time Financial Analyst. The Financial Analyst must be able to work in a deadline driven environment with a high attention to detail. </p><p><br></p><p><strong>Financial Analyst Responsibilities:</strong></p><p>· Financial/variance trend analysis</p><p>· Budgeting and forecasting</p><p>· Financial reporting/modeling</p><p><br></p><p><strong>Financial Analyst Minimum Qualifications:</strong></p><p>· Bachelor degree in Accounting, Finance or Economics</p><p>· 1+ years of financial analysis experience</p><p>· Intermediate to advanced Excel skills</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>
<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>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>A leading global financial services organization is seeking a <strong>Financial Data Analyst</strong> to join its team in Ewing, NJ. This position plays an important role in ensuring the accuracy, integrity, and consistency of financial information that supports key analytical and reporting initiatives.</p><p>This role is well-suited for individuals with strong analytical skills, attention to detail, and a solid foundation in finance. The position involves data validation, financial analysis, and quality control across large data sets. While much of the work is process-driven, it is essential to maintaining the accuracy and reliability of financial data used for broader market insights.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Validate, update, and maintain financial data with precision and consistency.</li><li>Perform regular quality checks to ensure data accuracy and completeness.</li><li>Identify and resolve data or formula discrepancies using problem-solving skills.</li><li>Utilize Excel for financial analysis and reporting (financial modeling is a plus).</li><li>Manage repetitive data tasks efficiently while meeting productivity standards.</li></ul><p><br></p><p><br></p>
<p>We are looking for a skilled and detail-oriented Tax Analyst/Manager/Director to join our team in Lawrenceburg, Indiana. In this role, you will oversee compliance with government regulations, ensure accurate tax reporting, and maintain inventory balance for case goods and bulk products. The position requires a proactive approach to audits, documentation, and collaboration with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit monthly and quarterly reports, including processing operations, storage operations, and tequila reports, ensuring compliance with government regulations.</p><p>• Manage semi-monthly tax payments, verify tax rates, and adjust inventory balances for case goods and bulk products.</p><p>• Provide audit support by maintaining organized and accurate documentation for processing, bottling, and shipping records.</p><p>• Ensure export documentation is completed and submitted in compliance with regulations.</p><p>• Collaborate with IT to improve the accuracy and efficiency of reporting systems for government records.</p><p>• Maintain and update tax tables, generating tax codes for new products as required.</p><p>• Assist during on-site audits and respond to inquiries, ensuring all records are readily accessible.</p><p>• Review compliance across bottling, processing, and shipping operations, identifying and addressing any discrepancies.</p><p>• Build and maintain strong working relationships with colleagues, customers, and external partners to support compliance and operational goals.We are seeking a detail-oriented and experienced tax professional to join our team. In this role, you will be responsible for overseeing compliance with regulatory requirements, ensuring accurate tax reporting, and maintaining records related to financial and operational activities. The ideal candidate will demonstrate a proactive approach to audits and documentation, as well as strong collaboration skills with both internal and external stakeholders.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and submit periodic tax and regulatory reports, ensuring compliance with relevant government guidelines.</li><li>Manage tax payments, verify applicable rates, and maintain accurate inventory records.</li><li>Support audit processes by organizing and maintaining necessary documentation.</li><li>Ensure all export and regulatory documentation is completed and submitted on time.</li><li>Collaborate with technology teams to improve the accuracy and efficiency of reporting systems.</li><li>Maintain and update tax tables, including generating tax codes as required.</li><li>Provide assistance during audits and respond to related inquiries, ensuring timely access to records.</li><li>Review compliance across business operations, identify discrepancies, and take corrective actions.</li><li>Build collaborative relationships with colleagues, customers, and external partners to support business and compliance objectives.</li></ul><p><br></p><p>If you are committed to maintaining compliance and contributing to operational excellence, we encourage you to apply.</p><p>If you are interested in this opportunity or other Direct Hire opportunities through Robert Half please call Carolyn Barnett at 513.810.3821 </p>
<p>Our client in the Lower Fairfield, CT area has an opening for a Senior Financial Analyst. The Senior Financial Analyst will collaborate with cross-functional teams to drive data-driven decision-making with regards to a recent Workday implementation. </p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive financial analyses to support strategic decision-making and identify key business opportunities.</p><p>• Develop and maintain complex financial models to project outcomes and assess performance metrics.</p><p>• Perform variance analysis to evaluate financial results against budgets and forecasts.</p><p>• Generate ad hoc financial reports and analyses to address specific business needs and questions.</p><p>• Utilize data mining techniques to extract valuable insights and enhance financial reporting accuracy.</p><p>• Collaborate with stakeholders across departments to ensure alignment on financial strategies and objectives.</p><p>• Prepare detailed presentations and reports to communicate findings to senior leadership.</p><p>• Monitor industry trends and incorporate relevant insights into financial planning processes.</p><p>• Ensure compliance with financial policies and regulations while maintaining accuracy and reliability of data.</p><p>• Analyze large datasets to identify patterns and trends that inform future financial strategies.</p><p><br></p><p>If you are interested in this Senior Financial Analyst position, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Senior Financial Analyst-Workday"</p>
<p><strong>Financial Analyst (Hybrid 1-2 days on site)</strong></p><p><br></p><p>We're partnering with a growing consumer products company seeking to add a Financial Analyst to their expanding Finance Team. This role joins a collaborative group of 5 and offers strong long term growth potential within the organization.</p><p><br></p><p>The Financial Analyst will play a key role in supporting financial planning, analysis, and reporting activities that drive business performance.</p><p><br></p><p><strong>Compensation</strong>: 90-110K</p><p><strong>Benefits</strong>: Full medical coverage, 401K with immediate vesting and company match, and a highly supportive team environment.</p>
<p>We are looking for an entry-level Analyst to join our team in Mahwah, New Jersey. This long-term contract position offers a hybrid work schedule, with three days onsite and two days remote each week. Ideal candidates will have a strong foundation in analysis and data manipulation, along with proficiency in using Excel tools such as pivot tables and VLOOKUP functions.</p><p><br></p><p>Responsibilities:</p><p>• Assist in analyzing pricing data and developing detailed financial reports.</p><p>• Utilize Excel tools, including pivot tables and VLOOKUPs, to manage and interpret large datasets.</p><p>• Collaborate with team members to support financial decision-making processes.</p><p>• Perform market research and analysis to identify financial trends.</p><p>• Support the preparation of accurate and timely financial statements.</p><p>• Assist in the evaluation of key performance indicators and financial metrics.</p><p>• Contribute to the identification of cost-saving opportunities and process improvements.</p><p>• Work with Bloomberg Terminal to gather and analyze market data.</p><p>• Participate in training sessions to enhance skills in financial analysis and reporting.</p><p>• Ensure compliance with internal and external financial regulations and standards.</p>
<p>Join a dynamic Revenue Accounting team that supports Sales Strategic Business Units. This role manages Order-to-Cash (O2C) processes for an assigned portfolio of customers and collaborates across Sales and Finance divisions to deliver valuable insights and ensure operational excellence. </p><p><br></p><p>This will by a hybrid role with 3 days onsite and the rest remote.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Ensure timely collections, manage open invoices, resolve payment delays, and serve as an expert in customer payment processes like EDI setups and vendor portals.</li><li>Trade & Deductions Management: Research and resolve customer deductions for trade promotions and supply-chain claims, maintain balances, analyze charges, and collaborate with Sales Planning and Finance to monitor budgets effectively</li><li>Delegate and audit deduction resolution tasks handled by the Broker’s BPO division and ensure compliance with KPIs.</li><li>Serve as the primary point of contact for portfolio analysis, customer P& L reviews, financial forecasts, and trade-spend research.</li></ul><p><br></p>
<p>We are looking for a Financial Analyst in Middlesex County, NJ area. In this role you will be responsible for forecasting, budgeting, financial reporting, financial analysis, and more. If you have a Bachelor’s Degree in Accounting or Finance and 2+ years of experience as a Financial Analyst, this might be the opportunity for you! </p><p><br></p><p>Responsibilities:</p><p>• Create and prepare annual budgets.</p><p>• Conduct detailed variance analyses and produce period-end profit and loss (P& L) reports.</p><p>• Create and post monthly journal entries with precision.</p><p>• Collaborate with the accounting team to identify and resolve financial discrepancies.</p><p>• Develop forecasts for current-year expenses and income.</p><p>• Utilize advanced Excel functions, such as VLOOKUP and IF formulas, for complex data analysis and reporting.</p>
<p><strong>Senior Financial Analyst | Spartanburg, SC | to $100K + Bonus</strong></p><p>One of Spartanburg’s top employers is seeking a Senior Financial Analyst to join their growing finance team. This role will serve as the right hand to the CFO with broad exposure across budgeting, forecasting, and strategic planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> • Lead development of annual budgets and rolling forecasts</p><p> • Build and maintain financial models to support growth and expansion planning</p><p> • Partner with leadership to analyze results and drive strategic initiatives</p><p> • Automate and enhance reporting using advanced Excel, SQL, and related tools</p>
Are you interested in a dynamic finance career with clear advancement potential? Our client in the healthcare industry is seeking a driven Financial Analyst to join their finance team on a contract-to-permanent basis. This role is designed as part of a succession plan for the Director of Finance, offering mentorship and progressive leadership development. About the Opportunity: As a Financial Analyst, you will support essential accounting operations, billing, receivables management, and financial reporting. Reporting directly to the Director of Finance, you'll gain broad exposure to financial management in a healthcare setting—helping set the stage for your future growth into finance leadership. Key Responsibilities: Prepare and process monthly billing for various payment sources, including private pay, insurance, and hospice. Track and manage receivables, ensuring prompt follow-up on unpaid balances. Post recurring and miscellaneous charges; maintain accuracy in accounting records. Monitor and post all cash receipts; prepare and process write-offs with appropriate approvals. Reconcile and balance financial accounts; create and maintain spreadsheets, make journal entries, and support accurate financial reporting. Assist with deposit processing and act as a backup for other business office functions. Manage resident escrow and petty cash accounts, ensuring timely reconciliations and disbursements. Serve as occasional backup for receptionist or administrative support as needed.
<p>We are seeking a highly analytical and detail-oriented <strong>Financial Analyst</strong> to join our team. In this role, you will provide critical insights and recommendations to support strategic decision-making. You will analyze financial data, prepare reports, and assist in forecasting and budgeting to ensure the organization’s financial health and growth.</p><p><br></p><p>The right Financial Analyst will cover:</p><ul><li>Analyze financial data and trends to provide actionable insights.</li><li>Prepare monthly, quarterly, and annual financial reports for management.</li><li>Assist in budgeting, forecasting, and variance analysis.</li><li>Develop financial models to support business planning and investment decisions.</li><li>Monitor key performance indicators (KPIs) and identify areas for improvement.</li><li>Collaborate with cross-functional teams to support financial planning initiatives.</li><li>Ensure compliance with accounting standards and internal controls.</li></ul>
<p><strong>Job Description: Financial Analyst</strong></p><p>The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing strategic insights to help the organization make informed business decisions. This role involves evaluating financial performance, identifying trends, forecasting future earnings, and contributing to the planning and budgeting process. The Financial Analyst collaborates with cross-functional teams and provides recommendations to improve financial outcomes and support long-term company goals.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare and present accurate financial reports, dashboards, and summaries to management.</li><li><strong>Data Analysis</strong>: Analyze financial data, including revenue, expenses, and profitability, to identify trends and opportunities for improvement.</li><li><strong>Forecasting</strong>: Develop financial models to forecast future performance and help the organization plan strategically.</li><li><strong>Budgeting</strong>: Assist in the preparation and monitoring of annual budgets, ensuring alignment with organizational objectives.</li><li><strong>Variance Analysis</strong>: Perform variance analysis to compare actual results to budgets and forecasts and provide explanations for discrepancies.</li><li><strong>Market Research</strong>: Conduct industry and market research to benchmark financial performance and identify competitive opportunities.</li><li><strong>Business Support</strong>: Collaborate with departments to provide financial insights that inform key business decisions.</li><li><strong>Compliance</strong>: Ensure compliance with financial regulations, standards, and internal policies related to reporting and analysis.</li><li><strong>Risk Assessment</strong>: Evaluate potential financial risks and propose strategies to mitigate them.</li><li><strong>Continuous Improvement</strong>: Identify and implement process improvements to increase efficiency in financial analysis and reporting.</li></ol><p><br></p>
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
