We are looking for an experienced Credit Risk Manager to join our team in Houston, Texas. In this role, you will oversee credit risk management processes, particularly within the natural gas and power trading sectors. This position requires a proactive individual with strong analytical skills and a deep understanding of credit risk analysis, financial statement evaluation, and industry-specific dynamics.<br><br>Responsibilities:<br>• Manage and oversee commercial credit portfolios for the U.S. oil, gas, and power divisions, with a focus on natural gas.<br>• Conduct thorough credit risk analyses, including financial statement evaluations, to assess counterparty creditworthiness.<br>• Review and approve credit limit recommendations to ensure alignment with organizational policies.<br>• Collaborate with underwriters to support decision-making and maintain credit standards.<br>• Monitor daily credit activities such as new trades, credit terms, and risk exposures.<br>• Provide risk assessments and recommendations based on market trends and trading activities.<br>• Develop and maintain relationships with stakeholders in trading, banking, and hedge fund sectors.<br>• Ensure compliance with industry regulations and company credit policies.<br>• Utilize industry knowledge to identify and mitigate potential credit risks.<br>• Deliver detailed reports and updates on credit performance to senior management.
<p>Protiviti Engagement- Contract Role </p><p>We are partnering with a confidential financial services client undergoing a transition in waterfall payment modeling and CLO conversion. To support this initiative, we are expanding the project team with skilled CLO Modelers and Reporting Analysts.</p><p><br></p><p>• Reporting Analyst (3-5 years' experience)</p><p>• CLO Modeler (3–5 years' experience)</p><p><br></p><p>What You’ll Do</p><p>• Support the transition of complex payment waterfalls into automated systems</p><p>• Convert Collateralized Loan Obligations (CLOs) into modeled structures</p><p>• Collaborate closely with Relationship Management teams as responsibilities shift</p><p>• Deliver clear, intuitive reporting using BI tools and reporting engines</p><p>• Conduct due diligence on loan portfolios, including CLO structures</p><p>• Analyze and evaluate credit risk models to ensure alignment with regulatory and organizational standards</p><p>• Develop and implement strategies to optimize leveraged loan and credit risk frameworks</p><p>• Monitor and enhance risk management processes to improve efficiency and compliance</p><p>• Provide insights and recommendations to strengthen credit and loan risk practices</p><p>• Lead workflow improvements and support data‑driven decision‑making across the risk management function</p><p><br></p><p>Skills We’re Looking For</p><p>• CDO Suite expertise (required for CLO Modelers)</p><p>• Strong SQL and Excel proficiency</p><p>• Experience with reporting engines and BI tools</p><p>• Knowledge of CLOs or structured credit products (strong plus)</p><p>• Background in financial modeling, credit risk, or structured loan analysis</p><p><br></p><p>Locations</p><p>• Charlotte, NC (Hybrid Onsite) - Atlanta and Greensboro can also work. </p><p>• Remote option available for experienced CLO Modelers</p><p><br></p><p>Timeline</p><p>• Duration expected to span 6–8 months</p><p>• Target start date: March </p><p><br></p>
We are looking for an experienced Credit Manager II to lead and oversee credit operations in Van Nuys, California. In this role, you will play a vital part in managing credit risk, ensuring timely collection of payments, and supporting the financial stability of the organization. The ideal candidate will have strong analytical skills and a thorough understanding of credit policies and procedures.<br><br>Responsibilities:<br>• Assess and approve credit applications by analyzing financial statements, credit scores, and risk factors.<br>• Develop and update credit policies and procedures to maintain consistency and regulatory compliance.<br>• Monitor accounts receivable and manage overdue accounts to minimize financial risks.<br>• Supervise and guide credit staff, ensuring efficient departmental operations and attention to detail in staff development.<br>• Set credit limits and payment terms while collaborating with collection agencies when necessary.<br>• Provide insights to sales teams to balance profitability with credit risk management.<br>• Analyze customer creditworthiness and control overall credit exposure to reduce bad debt.<br>• Ensure timely collections and resolve disputes related to credit and payments.<br>• Support business growth by aligning credit strategies with organizational goals.<br>• Generate reports and present findings to senior management to aid strategic decision-making.
<p>Our client is offering an exciting opportunity for a Credit Risk Manager in Wilmington, Delaware, United States. This role is in the finance industry, with a focus on managing credit risk and driving performance outcomes. The Credit Risk Manager will play a crucial role in overseeing credit review, policy development, credit approvals, and portfolio monitoring to identify credit migration.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate credit risk using credit scoring models, behavioral data, and macroeconomic factors.</p><p>• Collaborate with collections and servicing teams to enhance loss recovery and minimize charge-offs, defaults, and delinquencies.</p><p>• Oversee the development of real-time credit risk reporting tools and dashboards for proactive risk monitoring and decision-making.</p><p>• Implement strategies to prevent loss specific to the subprime cardholder base, including credit limits, fee structures, and collection practices.</p><p>• Conduct stress testing and scenario analyses to assess risks under various economic conditions and customer behavior models.</p><p>• Lead a team of credit risk professionals, fostering a culture of excellence, collaboration, and continuous improvement.</p><p>• Work closely with marketing, data science, operations, compliance, and legal teams to ensure alignment on credit risk strategies and regulatory compliance.</p><p>• Conduct regular audits of credit risk policies, processes, and portfolio performance to ensure adherence to internal and regulatory standards.</p><p><br></p>
<p><strong>Power and Gas: Credit Risk Supervisor/Director</strong></p><p><br></p><p>Our client a Hedge Fund based in mid-town NYC continues to build out their physical energy trading team. We are looking for an experienced hands-on Credit Risk professional with oil and gas industry experience to lead credit risk management efforts. This role requires a strategic mindset to ensure counterparty credit risk is effectively managed. The ideal candidate will bring a proven track record in handling complex financial scenarios.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Oversee and manage counterparty credit risk, focusing on natural gas and power sectors.</p><p>• Develop and implement advanced credit risk models to assess and mitigate potential financial exposures.</p><p>• Collaborate with internal teams to ensure alignment of credit risk strategies with organizational goals.</p><p>• Lead efforts to monitor and evaluate creditworthiness of counterparties, ensuring compliance with industry standards.</p><p>• Provide strategic recommendations to executive leadership based on financial analysis and risk assessments.</p><p>• Supervise the preparation and review of financial reports related to credit risk management.</p><p>• Identify opportunities for process improvements and implement solutions to optimize risk management operations.</p><p>• Maintain a deep understanding of market trends and their impact on credit risk.</p><p>• Manage relationships with external stakeholders, including auditors and regulatory bodies.</p><p>• Ensure adherence to all relevant regulations and company policies in credit risk practices.</p>
<p>We are looking for a skilled Credit Manager to oversee credit operations and ensure effective risk management for a major company and its subsidiaries. The ideal candidate will collaborate closely with the sales team, make informed credit decisions, and lead a small team to maintain financial stability. This role requires a proactive approach to mitigating risks and optimizing credit processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage credit operations for the main company and its 20-25 subsidiaries, ensuring accurate and timely decision-making.</p><p>• Collaborate with the sales team to address credit-related concerns and develop solutions that align with business goals.</p><p>• Conduct credit assessments and make risk mitigation calls to safeguard financial assets.</p><p>• Supervise and lead a team of two employees, providing guidance and encouraging attention to detail in their work.</p><p>• Approve credit applications and monitor collections activities to maintain cash flow efficiency.</p><p>• Analyze financial data to evaluate creditworthiness and identify potential risks.</p><p>• Develop and implement strategies to optimize credit processes and improve overall efficiency.</p><p>• Ensure compliance with company policies and industry regulations in all credit-related activities.</p>
<p>We are assisting a valued client in their search for an experienced Chief Risk Officer to lead and enhance the organization’s enterprise-wide risk management framework. This is a key leadership role responsible for ensuring regulatory compliance, assessing and monitoring risks across all operational areas, and driving strategic initiatives that strengthen internal controls and overall risk governance. The ideal candidate will have a strong background in risk analysis, governance, operational risk management, and compliance. This individual will play a central role in cultivating a culture of risk awareness, identifying emerging risks, developing mitigation strategies, and supporting continuous improvement across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and implementation of the organization's Risk Appetite Framework, including methodologies and enterprise risk assessments.</p><p>• Coordinate governance processes, risk committee activities, and regulatory reporting to ensure compliance and accountability.</p><p>• Create and maintain risk dashboards, KPIs, and KRIs for executive and board-level decision-making.</p><p>• Analyze emerging risks, industry trends, and regulatory changes to provide actionable insights to senior leadership.</p><p>• Lead cross-functional initiatives aimed at enhancing risk capabilities, improving controls, and adopting advanced technology solutions.</p><p>• Evaluate financial and operational processes to identify vulnerabilities and recommend effective improvements.</p><p>• Manage internal training programs to foster a culture of risk awareness and proactive management.</p><p>• Build, mentor, and lead a high-performing risk management team across multiple locations.</p><p>• Investigate operational incidents, oversee corrective action plans, and maintain detailed documentation in incident databases.</p><p>• Develop and manage credit approval and monitoring programs, ensuring scalability and compliance with organizational standards.</p>
<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>
• Develop and maintain sound credit policies<br>• Set customer credit limits that judiciously balance potential risk and reward<br>• Manage and motivate staff to generate the maximum collection potential<br>• Analyze and interpret credit reporting from Dun & Bradstreet and Experian<br>• Assess credit worthiness of potential new accounts<br>• Interact with customers to obtain additional credit information to support credit decisions<br>• Conduct periodic credit reviews of existing customers<br>• Check for credit visibility on request for extended terms, pre-lien able jobs, and evaluate various adjustments or exception documents<br>• Analyze trends of high risk accounts, negotiating additional security [collateral] and/or extended payment terms where necessary<br>• Monitor receivables and collections and provide periodic updates<br>• Identify accounts requiring collections agency or legal action and coordinate collections with third party contractors<br>• Implement liens as necessary to delinquent accounts<br>• Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution<br>• Negotiate payment programs with delinquent customers<br>• Approve collection placements<br>• Approve write-offs<br>• Ensure control and safeguard practices over customer’s data<br>• Approve credits and adjustments to customer accounts within company policy limits<br>• Perform monthly DSO calculation and other AR metrics<br><br>Job Requirements<br>• Working knowledge of current credit market conditions<br>• Ability to develop customer rapport<br>• Strong negotiation skills<br>• Work related experience in the wholesale industry or construction trade<br>• High School Diploma<br><br>Preferred Qualifications<br>• 7+ years of experience in a Credit and Collections supervisory role with direct reports<br>• PCI Compliance experience<br>• A Bachelor’s degree in Accounting, Finance, Economics, Business, or other related fields<br>• Proficiency in PC applications, including MS Office suite<br>• Knowledge of UCC code<br>• Strong analytical skills with ability to conduct research, data analysis and resolve complex problems
<p>We are seeking an experienced and strategic <strong>Credit Manager</strong> to lead the credit and collections function for a large-scale manufacturing organization with a diverse customer base and high transaction volume. This role plays a critical part in protecting cash flow, minimizing credit risk, and supporting profitable growth across domestic and international markets. The Credit Manager will partner closely with Sales, Customer Service, Operations, and Finance leadership to establish credit policies that balance risk management with customer relationships—while leading a high-performing credit team in a fast-paced, complex environment.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and oversee the company’s credit and collections operations for a high-volume, multi-entity manufacturing business</li><li>Establish, implement, and continuously improve credit policies, procedures, and internal controls</li><li>Evaluate customer creditworthiness through financial analysis, credit reports, trade references, and industry trends</li><li>Set and manage customer credit limits and payment terms aligned with company risk tolerance</li><li>Drive timely collections and resolution of disputed accounts while maintaining strong customer relationships</li><li>Monitor accounts receivable aging, DSO, bad debt exposure, and overall credit risk metrics</li><li>Partner with Sales and Customer Service to support new customer onboarding and complex contract terms</li><li>Manage escalations related to delinquent accounts, including legal actions, liens, or third-party collections when necessary</li><li>Prepare and present credit risk analysis and reporting to senior finance leadership</li><li>Lead, mentor, and develop a team of credit analysts and collections professionals</li><li>Support audits and ensure compliance with SOX, internal policies, and regulatory requirements</li></ul><p><br></p>
We are looking for an experienced Risk Manager to join our team in Bloomington, Minnesota. In this role, you will play a pivotal part in managing counterparty systems and processes, ensuring they align with business objectives and regulatory standards. This is a long-term contract position offering the opportunity to collaborate with stakeholders and contribute to enhancing operational efficiency and reporting accuracy.<br><br>Responsibilities:<br>• Monitor and oversee updates and enhancements to the Counterparty Application, ensuring alignment with business priorities.<br>• Coordinate requirements for system integrations with platforms such as LauraMac, Vesta, and BeSmartee, ensuring seamless implementation.<br>• Maintain and update Counterparty process documentation to reflect evolving system requirements and integrations.<br>• Develop and manage operational tools, including manual guides, to streamline team workflows across multiple systems.<br>• Support the creation and refinement of Power BI reports by mapping data fields and ensuring consistency with reporting templates.<br>• Assist in establishing a comprehensive glossary for the Counterparty Application, defining rules and filters to enhance data governance.<br>• Act as a liaison between business stakeholders and technology teams to prioritize and implement system improvements.<br>• Provide analytical support for reporting initiatives, ensuring accurate data alignment and visualization.<br>• Perform additional tasks as needed to support the Counterparty team’s operational goals.
<p>Our valued client is seeking a <strong>Financial Planning & Analysis (FP& A) Manager</strong> to join its NYC Finance team.</p><p> </p><p>This nonprofit is leading a bold movement to expand opportunity and access for high school students. As a business partner and key collaborator, finance plays a central role in turning that vision into measurable impact. Reporting directly to the COO, the FP& A Manager will shape how resources are deployed, how growth is funded, and how leadership makes mission-critical decisions.</p><p> </p><p>It's a hybrid position (3 days onsite) offering the rare opportunity to pair financial leadership with meaningful community impact. The organization offers exceptional benefits in addition to a compassionate, support work environment.</p><p> </p><p><strong><u>Position Overview:</u></strong></p><p>· Serve as a strategic financial partner to senior leadership, leading annual budgeting, forecasting, and multi-year planning</p><p>· Build dynamic financial reports and executive dashboards to translate data into clear insights for decision-making and board reporting</p><p>· Analyze revenue, spending, and grant activity to identify trends, mitigate risk, and drive operational efficiency across the organization</p><p>· Partner cross-functionally and strengthen financial infrastructure</p>
<p>We are looking for an experienced Credit/Collections Supervisor or Manager to join our clients team. This role involves leading a dynamic team, managing high-volume commercial collections, and ensuring efficient credit analysis and approval processes. The ideal candidate will bring expertise in commercial credit and collections, as well as a strong ability to oversee and optimize team performance.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of three collection specialists to achieve departmental goals.</p><p>• Handle a high volume of commercial collections with precision and efficiency.</p><p>• Conduct thorough credit analysis to assess the financial viability of clients.</p><p>• Approve credit applications based on established criteria and risk assessment.</p><p>• Monitor and evaluate team performance, providing guidance and training as needed.</p><p>• Develop and implement strategies to improve collection processes and reduce outstanding balances.</p><p>• Collaborate with other departments to ensure seamless credit and collection operations.</p><p>• Utilize Yardi software to maintain accurate records and streamline workflows.</p><p>• Prepare regular reports detailing collection activities and progress.</p><p>• Address escalated collection issues and negotiate payment solutions effectively.</p>
<p><strong><u>FP& A Manager </u></strong></p><p><strong><em>Location</em></strong><em>: New London County </em></p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013301246</p><p><br></p><p>Join a global leader in a newly created role reporting directly to the CFO, offering high visibility and the chance to make a measurable impact in a finance organization.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>High exposure to the C-Suite and private equity ownership group</li><li>Opportunity to drive strategic FP& A in a complex global manufacturing environment</li><li>Flexible, collaborative culture – initially on-site, with hybrid flexibility once established</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Lead budgeting, forecasting, and long-range financial planning processes</li><li>Consolidate and analyze global reporting packages for executive leadership and PE ownership</li><li>Partner with business leaders to provide decision support and performance insights</li><li>Develop financial models to support strategy, margin improvement, and cost optimization</li><li>Drive variance analysis and reporting under GAAP standards</li><li>Support M& A integration and special projects</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>4–7+ years progressive FP& A experience, including consolidations</li><li>Strong financial modeling, forecasting, and budgeting skills</li><li>Advanced Excel capability</li><li>Experience with GAAP reporting and variance analysis</li></ul><p><strong>Pluses</strong></p><ul><li>Private equity–owned company exposure</li><li>Manufacturing industry background</li><li>OneStream or Epicor ERP experience</li><li>MBA, CPA, or CFA designation</li><li>Supervisory experience</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013301246.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p>We are looking for a motivated and experienced Manager, Risk & Assurance to join a dynamic team in the financial services industry. This role focuses on conducting comprehensive risk assessments, operational reviews, and process improvement initiatives to enhance governance and efficiency. As a contract-to-permanent position based in Dallas, Texas, it offers hybrid work flexibility, long-term career growth opportunities, and direct exposure to senior leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee operational, financial, and compliance review projects, ensuring thorough analysis and actionable outcomes.</p><p>• Design project scopes, perform risk assessments, and develop tailored procedures to address identified risks.</p><p>• Evaluate business processes and recommend control enhancements to improve efficiency and governance.</p><p>• Present findings and strategic recommendations to senior leadership in a clear and impactful manner.</p><p>• Apply detail-oriented auditing standards and leverage sound business judgment throughout all engagements.</p><p>• Collaborate with cross-functional teams and build strong relationships with stakeholders.</p><p>• Drive continuous improvement efforts, incorporating data analytics and emerging auditing tools.</p><p>• Provide advisory support to strengthen organizational risk management strategies.</p><p>• Ensure adherence to compliance requirements while maintaining a focus on operational enhancement.</p><p>• Utilize expertise in risk management frameworks, due diligence, and anti-money laundering practices.</p>
<p><em>The salary for this position is $170,000 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>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>• Lead monthly and quarterly financial reporting and analysis, including variance and profitability analysis, and produce comprehensive management and board reporting packages. Present written analysis to articulate key drivers, trends, and insights.</p><p>• Develop and maintain annual budget and rolling forecast models, ensuring alignment with operational and financial goals. Regularly track and assess project performance and communicate results effectively to key stakeholders, including senior leadership and the Board of Directors.</p><p>Operational Performance & Metrics Analysis:</p><p>• Conduct detailed analysis of operational drivers that impact company margin, including sales, contribution margins, operational expenses (OPEX), and delivery metrics (e.g., service tickets, labor hours, project timelines).</p><p>• Provide root cause analysis and present findings and actionable insights to leadership to drive business improvements.</p><p>Process Improvement & System Integration:</p><p>• Lead the design, implementation, and optimization of financial planning processes, systems, and tools, including business intelligence solutions.</p><p>• Take a proactive role in leading process improvement initiatives and system enhancements, including the integration of any new forecasting tools into the business operations.</p><p>Strategic Financial Modeling & Cross-Functional Collaboration:</p><p>• Develop financial models to support strategic initiatives, including customer pricing, labor staffing, and cost optimization.</p><p>• Work closely with cross-functional teams across operations, sales, and leadership to ensure financial insights are integrated into business strategies and build strong working relationships with stakeholders to foster a collaborative environment.</p><p>Team Leadership & Development </p><p>• Lead and mentor 1 Financial Analyst, providing training on financial reporting and analysis while fostering a collaborative team environment.</p><p>• Provide hands-on leadership to promote continuous learning and deepen financial acumen.</p><p>• Balance day-to-day execution with leadership responsibilities, ensuring the Analyst's success while maintaining your own individual deliverables. </p>
<p>Mid to large company is seeking a FP& A Manager due to growth. Reporting to the CFO, duties include: forecasting, projections, analysis, cash flow projections, maintaining several spreadsheets, merger and acquisitions, assist in financial statement prep, other projects as assigned. This will be a hybrid position with lots of flexibility. </p><p><br></p>
<p>Are you looking for an opportunity to grow and thrive within a financial role? Robert Half has partnered with one of their reputable clients on their search for a A/R & Collections Manager with strong understanding of financial statements and the ability to assess credit risk. As the A/R & Collections Manager you will oversee credit policies and collections processes, create and develop credit and collection programs that ensure accurate and timely collection on all outstanding client invoices while also creating avenues for cash flow, review customer contracts, maintain internal budget targets, and oversee the accounts receivable department. In this role, the candidate must possess strong communication skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and outstanding leadership capabilities. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Generate and analyze A/R metrics and collection performance reports </p><p>· Monitor aging reports and proactively follow up on past due accounts</p><p>· Establish credit limits and review customer creditworthiness</p><p>· Develop and implement effective collection strategies to improve working capital</p><p>· Resolve complex billing and collection issues</p><p>· Work closely with the accounting team during month-end close</p><p>· Provide coaching, training and performance feedback to collections staff</p>
<p>110,000 - 120,000</p><p><br></p><p>benefits:</p><ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul><p>Our client, a rapidly expanding financial services company based in Staten Island, is seeking a Portfolio Analyst to join their team. This is an excellent opportunity for a detail‑oriented candidate looking to grow within a collaborative and stable organization.</p><p><br></p><p>Key Responsibilities</p><ul><li>Analyze and monitor a portfolio of restructured loans and commercial credits.</li><li>Conduct thorough credit analysis, risk assessments, and ongoing portfolio reviews.</li><li>Track and evaluate loan repayment performance, identifying trends, issues, and variances.</li><li>Prepare regular portfolio reports and recommend actions to mitigate risk.</li><li>Partner with internal teams to support underwriting, compliance, and lending decisions.</li></ul><p>Qualifications</p><ul><li>4+ years of experience in credit analysis, loan restructuring, workout, or portfolio management.</li><li>Strong analytical and financial modeling skills.</li><li>Experience monitoring loan performance and repayment activity.</li><li>Bank credit training strongly preferred.</li><li>Excellent communication skills and ability to interpret complex financial data.</li></ul><p>This company offers an excellent benefits and compensation package. To apply email a resume in a word format. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.</p>
We are looking for a skilled Credit Analyst to join our team on a long-term contract basis in Foothill Ranch, California. In this role, you will evaluate credit applications, manage collections, and analyze commercial credit data to support business decisions. This position requires a candidate with strong attention to detail, analytical skills, and expertise in credit and collections processes.<br><br>Responsibilities:<br>• Assess credit applications to ensure compliance with company policies and financial standards.<br>• Conduct thorough analysis of commercial credit data to determine risk and make informed recommendations.<br>• Manage the collection process for outstanding accounts, ensuring timely resolution and adherence to company procedures.<br>• Collaborate with internal teams to address credit-related inquiries and support decision-making.<br>• Monitor and review credit limits to ensure alignment with financial objectives and risk tolerance.<br>• Prepare detailed reports on credit and collections activities for management review.<br>• Identify trends in credit data and propose strategies to mitigate potential risks.<br>• Maintain accurate documentation of credit and collection activities in company systems.<br>• Assist in developing and implementing credit policies to improve operational efficiency.<br>• Provide excellent customer service while addressing credit and collections-related concerns.
<p>We are looking for a dedicated Credit & Collections Manager to join our team. In this long-term contract position, you will play a key role in managing accounts receivable processes, driving strategic initiatives, and ensuring smooth customer interactions. This role requires an analytical mindset and the ability to independently tackle challenges while collaborating with a team to improve processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage and resolve customer disputes related to accounts receivable, credit, invoicing, and statements.</p><p>• Translate accounts receivable balance statements and reconcile payments, reductions, and open balances.</p><p>• Collaborate with external teams to drive cash application processes and oversee collections efforts.</p><p>• Establish and monitor key performance indicators, ensuring processes align with organizational goals.</p><p>• Conduct strategic planning and project management to address AR cleanup and process improvements.</p><p>• Build and maintain relationships with key accounts, focusing on high-touch customer interactions.</p><p>• Identify issues with customer payments lacking invoice details and create actionable solutions.</p><p>• Utilize SAP software to analyze accounts receivable data and generate accurate reports.</p><p>• Develop advanced Excel tools, including pivot tables and vlookups, to streamline data analysis.</p><p>• Work independently while contributing to team efforts to optimize AR and credit processes.</p>
<p>We are looking for an experienced Credit/Collections Supervisor/Manager to join our financial services team. This role requires a strategic leader who can oversee credit and collections operations, manage foreclosure processes, and ensure compliance with regulatory standards. The ideal candidate will bring over 10 years of expertise in commercial collections, credit analysis, and loss mitigation.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement policies and procedures for managing delinquent accounts, foreclosures, and loan defaults.</p><p>• Oversee the review of delinquent loan portfolios and communicate with borrowers through various channels, including calls, letters, and in-person visits.</p><p>• Approve and guide staff on collection strategies and loan workout plans to optimize recovery efforts.</p><p>• Direct foreclosure actions for unresolved accounts, ensuring proper documentation and system updates.</p><p>• Collaborate with legal counsel on litigation and foreclosure matters, attending court hearings as necessary.</p><p>• Manage foreclosed properties by overseeing maintenance, inspections, tax and insurance payments, and asset security.</p><p>• Negotiate and manage rental, lease, and sales agreements for bank-owned properties.</p><p>• Ensure compliance with fair credit reporting regulations and internal standards for loan reporting.</p><p>• Maintain adherence to regulatory requirements, including the Bank Secrecy Act, and support audit processes.</p><p>• Participate in relevant seminars and training sessions to stay informed about industry trends and best practices.</p>
<p>Our client is seeking a Tax Manager to join their organization.</p><p><br></p><p>Position Summary: The Tax Manager will play a key role within the organization’s tax function. This position requires strong experience in partnership taxation and familiarity with alternative investment structures. The ideal candidate will be able to manage multiple projects simultaneously and work effectively with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Review and approve tax workpapers and tax returns for various entities</li><li>Oversee state tax risk analysis prepared by external firms</li><li>Assist with review of partnership tax returns for portfolio entities</li><li>Review quarterly and annual tax estimate workpapers</li><li>Manage and coordinate outsourced tax service providers</li><li>Support investor distributions by ensuring compliance with tax withholding requirements</li><li>Maintain and update partner information for reporting and withholding calculations</li><li>Monitor project timelines and maintain tracking tools</li><li>Collect and review documentation to support tax filings and calculations</li><li>Analyze legal agreements to determine tax implications of contributions, distributions, allocations, and reporting items</li><li>Respond to inquiries regarding tax reporting</li><li>Perform additional projects and tasks as needed</li></ul>
<p>We are looking for an experienced Accounts Receivable Director to lead credit and collections operations at our headquarters in Fort Worth, Texas. In this role, you will manage a high-performing team and oversee critical functions such as billing, cash applications, and risk management for a diverse and global portfolio. This position offers the opportunity to shape innovative, scalable processes while driving company growth and safeguarding receivables.</p><p><br></p><p>Leadership Opportunity – Director, Credit and Collections</p><p>Exciting on-site leadership role at our Fort Worth headquarters! Lead credit, billing, collections, and cash application operations for a premier, award-winning specialty distributor serving diverse industrial and technology sectors. Drive strategic credit policies, aggressive DSO/cash flow improvements, cutting-edge automation, and disciplined risk management across a high-volume, multi-continent portfolio.</p><p>Oversee a talented team of ~30+ professionals (including offshore resources), mentor regional and leaders, and collaborate with executives to accelerate sales growth while safeguarding receivables. 100% on-site in Fort Worth—shape scalable, future-ready processes in a thriving, growth-focused environment with exceptional benefits.</p><p>If you're a proven credit executive ready to make a major impact at a highly respected, stable organization</p><p><br></p><p>Joe.Faradie at roberthalf com connect with me on linkedin. Resumes to email</p><p><br></p><p><br></p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
