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><strong>Senior Credit Analyst</strong></p><p><strong>Location:</strong> Oak Brook - onsite with flex time and 10 days per year for remote</p><p><br></p><p><strong>Elevate Your Career with a Local Leader</strong></p><p>Are you a data-driven Credit professional who thrives in a high-volume, high-impact environment? This is an onsite role designed for someone who values face-to-face collaboration and is looking for a clear path toward <strong>growth and advancement</strong>. [1, 2]</p><p>We are specifically seeking individuals with a background in <strong>mid-size to large revenue companies</strong> who understand the complexities of sophisticated credit portfolios and corporate financial structures.</p><p><strong>The Role</strong></p><p>As a Senior Credit Analyst, you will play a pivotal part in managing accounts receivable while ensuring the timely resolution of payment issues. You will be a key consultant to our sales and management teams, balancing risk mitigation with business growth.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Portfolio Management:</strong> Monitor daily aging reports to prioritize and address delinquent accounts, ensuring aggressive collection targets are consistently met.</li><li><strong>Strategic Credit Review:</strong> Analyze customer financial standing, market presence, and credit risk to provide high-level recommendations for credit limits and terms.</li><li><strong>Dispute Resolution:</strong> Reconcile past-due balances and collaborate with sales and customers to resolve complex billing disputes.</li><li><strong>Process Improvement:</strong> Conduct root-cause analysis to reduce billing exceptions and identify trends that impact cash flow.</li><li><strong>Approvals & Compliance:</strong> Review credit holds and approve order releases in strict alignment with company policy; identify and recommend bad debt write-offs for managerial approval.</li><li><strong>Reporting:</strong> Generate monthly and ad-hoc reports to provide leadership with insights into collection trends and portfolio health. [1, 2, 3, 4, 5]</li></ul><p><strong>Requirements:</strong></p><ul><li><strong>Experience:</strong> Credit/Collections experience, specifically within a <strong>mid-market or enterprise-level company</strong> (high revenue volume).</li><li><strong>Analytical Rigor:</strong> Strong ability to interpret financial statements and market data to assess risk.</li><li><strong>Communication:</strong> Proven track record of building positive relationships with internal stakeholders and external customers.</li><li><strong>Technical Skills:</strong> Proficiency in ERP systems (e.g., SAP, Oracle, JD Edwards) and advanced Excel.</li><li><strong>Proactive Mindset:</strong> A self-starter who identifies issues before they become problems and is motivated by professional advancement. [1, 2, 3]</li></ul><p>Benefits include insurance, 401K, vacation and holiday pay</p>
We are looking for a detail-oriented Credit Analyst to join our team in Oxnard, California. In this role, you will be responsible for evaluating creditworthiness, managing credit applications, and ensuring adherence to financial policies. This position requires strong analytical skills, sound judgment, and the ability to work collaboratively within a dynamic environment.<br><br>Responsibilities:<br>• Assess and grade credit applications, preparing detailed reports for internal use.<br>• Provide training and guidance to entry-level finance team members and credit personnel.<br>• Take primary responsibility for underwriting credit transactions exceeding $250,000.<br>• Develop predictive models to analyze credit trends and identify risk patterns.<br>• Evaluate potential borrowers to determine their risk profiles using careful judgment.<br>• Monitor open files daily, maintaining clear communication with dealers and internal staff.<br>• Manage the credit application process from initial receipt to final funding.<br>• Collect and analyze credit score data for quarterly updates and performance evaluations.<br>• Stay informed about market conditions to enhance risk assessment in credit transactions.<br>• Contribute to continuous improvement initiatives and participate in team meetings or events.
Are you a detail-oriented finance detail oriented with a passion for risk assessment and analysis? My client is seeking a Senior Credit Analyst to join their Credit Administration team. In this role, you will play an integral part in assessing creditworthiness, analyzing complex financial data, and supporting the institution’s lending activities. Your expertise will help ensure sound credit decisions that align with organizational objectives. <br> Key Responsibilities: Gather and evaluate loan request information from commercial lenders or borrowers to assess creditworthiness. Conduct in-depth analyses of financial statements, tax returns, and other financial-related data for both personal and business cases. Prepare detailed written analyses, financial modeling, spreadsheets, and summaries for presentation to lenders and/or loan committees. Manage ongoing financial reviews for existing loans, including renewals and borrower performance. Conduct due diligence research using credit bureau data, records from other financial institutions, and internal files. Maintain and oversee financial data systems, ensuring timely and accurate reporting on customer credit profiles and other key data. Prepare loan memorandum for internal stakeholders with concise and actionable insights. Additional Responsibilities: Participate in seminars, training sessions, and other opportunities for detail oriented development. Maintain confidentiality and adhere to the organization’s Code of Ethics. Follow established security protocols and banking procedures. Collaborate with team members to meet departmental and organizational objectives.
<p>A fast‑paced and expanding company in the Caldwell area is seeking a Credit Analyst to join its growing team. The Credit Analyst role offers opportunities for career advancement as well as flexibility in scheduling. The Credit Analyst will be responsible for assessing the creditworthiness of individuals and businesses through detailed reviews of financial statements, cash flow, and overall financial stability. The ideal candidate will bring strong analytical skills, solid judgment, and the ability to interpret complex financial data to support sound lending and credit decisions.</p><p><br></p><p><strong>Credit Analyst Key Responsibilities</strong></p><ul><li>Conduct in‑depth evaluations of financial statements, including balance sheets, income statements, and cash flow statements.</li><li>Analyze profitability, liquidity, leverage, and solvency using ratio analysis and multi‑period trends.</li><li>Determine repayment capacity by assessing cash flow strength and debt‑service coverage.</li><li>Review supporting documentation such as tax returns, bank statements, aging schedules, and other financial records.</li><li>Identify financial risks, irregularities, and potential red flags within financial data.</li><li>Prepare well‑structured credit memoranda outlining financial findings, risk levels, and recommendations.</li><li>Perform industry and market research to enhance credit assessments.</li><li>Monitor current credit exposures and periodically re‑evaluate borrower performance.</li><li>Work collaboratively with sales teams, underwriting, and senior leadership to support credit decisions.</li><li>Ensure ongoing compliance with internal credit policies and regulatory guidelines.</li><li>Contribute to the enhancement of credit risk models, tools, and evaluation procedures.</li></ul><p>This Credit Analyst position is paying between $85,000 and $95,000 annually depending on experience. If interested in this Credit Analyst role, apply today!</p>
Robert Half Finance & Accounting Contract Talent is currently seeking a Credit Analyst for our client, located at their headquarters. This long term temporary opportunity offers the chance to manage a portfolio of customer accounts while supporting the organization’s credit and collections function. There is a slight chance of permanent conversion based on performance and business needs.<br><br>The Credit Analyst will be responsible for managing an assigned portfolio of commercial customers, reviewing credit limits, monitoring aging reports, and proactively collecting on past due balances. Daily responsibilities include contacting customers regarding outstanding invoices, resolving billing discrepancies in partnership with internal teams, negotiating payment arrangements when necessary, and documenting all collection activity. The ideal candidate will maintain strong customer relationships while protecting company assets and minimizing bad debt exposure. Additional duties include reviewing credit applications, analyzing financial information to assess risk, preparing account reconciliations, and supporting month end reporting related to accounts receivable and collections metrics.<br><br>Qualified candidates will have prior experience in business to business collections or credit analysis, strong communication skills, and the ability to manage a high volume portfolio. Proficiency in ERP systems and Microsoft Excel is preferred. The ideal candidate is detail oriented, organized, and confident in having professional collection conversations while maintaining positive client relationships.<br><br>Additional Info: Schedule is Monday through Friday during standard business hours. Pay is commensurate with experience. This is a long term temporary engagement with a slight chance for permanent hire.<br><br>If you meet the qualifications and are ready to take the next step, call us at (314) 262-4344 for immediate consideration. We look forward to speaking with qualified candidates!
<p><strong>Position: Commercial/Corporate Relationship Manager</strong></p><p> <strong>Location:</strong> Louisville, KY</p><p> <strong>Employment Type:</strong> Full-Time</p><p><strong>Overview:</strong></p><p> We are seeking a dedicated and proactive Commercial/Corporate Relationship Manager to drive business growth and manage client relationships. This role requires a strategic thinker with strong communication skills, commercial lending knowledge, and a commitment to excellence in client service and community engagement.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Source, develop, and document calls on existing clients, prospective clients, and referral sources to generate new business opportunities.</li><li>Negotiate and structure new loan terms and manage renewal opportunities.</li><li>Collaborate with Treasury Management to identify and structure depository solutions.</li><li>Manage portfolio delinquencies within assigned loan portfolios and support collections on past-due loans.</li><li>Partner with Merchant Services and Purchasing/Credit Card teams to develop business opportunities.</li><li>Obtain and review annual financial statements for commercial credit analysis.</li><li>Respond to referrals from Executive Management, Directors, clients, and other sources.</li><li>Maintain and enhance relationships with clients and referral sources.</li><li>Support internal and external audit functions as related to commercial lending activities.</li><li>Share suggestions to improve commercial lending initiatives and processes.</li><li>Support other departments and foster cooperative, professional relationships across the organization.</li><li>Learn and apply the credit culture to present appropriate credit recommendations for approval.</li><li>Maintain a working knowledge of relevant compliance requirements and regulations; assist with implementation as needed.</li><li>Model and foster behaviors aligned with organizational values, creating an atmosphere of trust, accountability, and dedication.</li><li>Participate in community engagement through volunteerism on civic and non-profit boards.</li><li>Perform additional duties and special projects as assigned.</li></ul><p><br></p><p><strong>Why Join Us:</strong></p><p> We value our associates, clients, and communities. We offer opportunities for growth, a collaborative work environment, and the chance to make a tangible impact in the commercial banking sector.</p><p><br></p><p><strong>To Apply:</strong></p><p> Interested candidates should submit a resume and cover letter highlighting relevant experience and qualifications.</p>
<p>We are looking for a skilled Commercial Credit Analyst to join our team in Golden, Colorado. In this Contract to permanent position, you will play a critical role in evaluating creditworthiness and supporting lending activities within the commercial and agricultural sectors. This position is ideal for professionals who excel at financial analysis, compliance, and ensuring proper execution of loan processes.</p><p><br></p><p>Responsibilities:</p><p>• Assess and verify lender-assigned risk grades for smaller commercial, business, and consumer loans, delivering detailed reports to lenders and management.</p><p>• Analyze financial statements to assist lenders in evaluating creditworthiness and making informed lending decisions.</p><p>• Review complex loan documentation to ensure compliance, completeness, and enforceability for new and existing loans.</p><p>• Compile and prepare quarterly reports for board presentations, providing auditors and regulators with required compliance data.</p><p>• Conduct appraisal reviews to support accurate evaluations and decision-making processes.</p><p>• Participate in onsite visits with commercial lenders to meet prospects or customers and better understand their business operations.</p><p>• Provide training and guidance for business loan staff to enhance their knowledge and skills.</p><p>• Assist with special projects and assignments to support organizational goals.</p><p>• Adhere to all applicable laws, regulations, and company policies, including compliance with the Bank Secrecy Act and the Patriot Act.</p>
We are looking for an experienced Credit Analyst to join our team in Columbus, Ohio. In this role, you will play a pivotal part in evaluating financial data, managing equity-related transactions, and ensuring compliance with agreements. This position requires a strong understanding of credit analysis, equity accounting, and investment processes.<br><br>Responsibilities:<br>• Conduct detailed reviews of payment requests to ensure accuracy and compliance with established guidelines.<br>• Oversee agreements and monitor compliance with contractual terms.<br>• Track and assess the progress of projects to confirm completion and adherence to deadlines.<br>• Prepare and maintain accurate financial and operational reports on a monthly and quarterly basis.<br>• Process investment and equity-related transactions promptly and efficiently.<br>• Reconcile financial data to ensure consistency and resolve discrepancies.<br>• Provide ongoing support to partners and stakeholders, addressing their daily operational needs.<br>• Ensure proper documentation and tracking of all relevant financial activities.<br>• Collaborate with internal teams to improve reporting processes and maintain data integrity.
Are you looking to grow your career in finance with a company that offers stability, strong values, and an outstanding team culture? Robert Half is partnering with a well-established retail and distribution organization in Fort Wayne, Indiana, to permanent a detail-oriented Credit Analyst for a contract-to-permanent placement opportunity. This role is perfect for early-career finance professionals who want hands‑on experience analyzing credit risk, supporting internal teams, and making a meaningful impact on business operations. WWhy You’ll Love This Opportunity Excellent Culture: Collaborative, supportive environment where employees are valued. Brand-New Local Facility: Enjoy working onsite in a modern, beautifully updated space in Fort Wayne. Strong Benefits & Stability: Once converted, employees enjoy comprehensive benefits and long-term growth potential. High-Impact Work: Play a key role in evaluating credit risk, protecting company assets, and supporting customer relationships. Career Growth: Great opportunity for someone looking to expand their skills in credit, financial analysis, or corporate finance. eKey Responsibilities Credit Review & Risk Analysis Review credit requests for new and existing accounts, ensuring compliance with credit limits and payment terms. Analyze financial statements, business credit reports, personal credit bureau reports, security documents, and Letters of Credit to assess financial strength and determine appropriate credit lines. Prepare, process, file, and maintain security documentation (UCC-1, UCC-3, Letters of Credit, collateral deposit documentation, etc.). Account Management & Collections Monitor and collect outstanding debt on active and inactive past-due accounts. Review and approve customer orders after confirming payment status, financial position, and security standing. Maintain an accurate portfolio of account files with updated financial information and credit documentation. Perform customer account reconciliations, identifying discrepancies and communicating open items to stakeholders. Cross-Functional Collaboration Partner with sales teams, A/P, order processing, warehouse staff, and customer support to resolve account issues and support the onboarding of new customer accounts. Consult with regional and finance leadership regarding financial analysis, risk assessment, and operational challenges for new and existing customers. Contact accounts, vendors, and freight forwarders to resolve disputed or inaccurate invoices. Administrative & Customer Support Process new customer packages, ensuring accuracy and completeness. Assist customers with claims, disputes, and account questions. Initiate and follow up on Letters of Credit, wire transfers, collateral deposits, and cash application issues.
<p>We are seeking a seasoned Senior Commercial Credit Analyst to perform in‑depth credit analysis on new and existing commercial loan relationships, support annual reviews and renewals, recommend loan structures, and mentor junior analysts. This role partners closely with lenders, customers, and internal teams to ensure high-quality underwriting and portfolio management.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flow, management, and business cycles to assess credit risk.</li><li>Underwrite mid-size to large commercial loans, including C&I, CRE, and working capital lines.</li><li>Prepare detailed credit memoranda and ensure compliance with regulations and bank policies.</li><li>Manage annual reviews, renewals, loan modifications, and financial tracking for existing portfolios.</li><li>Recommend loan structures and terms to minimize risk and protect bank capital.</li><li>Review appraisals and complete property evaluations up to $250,000.</li><li>Collaborate with customers, loan officers, and operations to resolve credit questions.</li><li>Mentor junior analysts to strengthen analytical and underwriting capabilities.</li><li>Represent the Bank at industry and community events.</li><li>Complete all required training and maintain policy compliance.</li></ul>
<p>We are looking for a skilled Credit & AR Analyst to join our team in Redmond, Washington. In this role, you will play a critical part in managing credit risk assessments, ensuring accurate accounts receivable processes, and maintaining customer account data. The ideal candidate will possess strong analytical capabilities and a proactive approach to resolving customer disputes while supporting compliance initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough evaluations of customer credit applications to determine creditworthiness and recommend appropriate credit limits.</p><p>• Manage daily cash postings, credit card transactions, and general ledger adjustments while ensuring accuracy.</p><p>• Investigate and resolve customer payment disputes by collaborating with Customer Service and Sales teams to address billing issues and release credit holds.</p><p>• Monitor and report on key performance indicators (KPIs) such as accounts aging, Days Sales Outstanding, and bad debt exposure.</p><p>• Maintain and update customer account data, including tax identification numbers, addresses, and other essential information.</p><p>• Support audit processes by providing necessary documentation and ensuring compliance with internal controls.</p><p>• Identify inefficiencies in accounts receivable processes and propose actionable improvements to enhance workflows.</p><p>• Collaborate with Sales management to address concerns related to high-risk customers and develop strategic solutions.</p><p><br></p><p>The salary range for this position is $72,800 to $105,600 + performance bonus.</p><p><br></p><p>Benefits:</p><p>M/D/V</p><p>Life and AD&D insurance</p><p>STD/LTD</p><p>401k with 5% match</p><p>Profit-Sharing Plan</p><p>2 weeks vacation + 7 days personal time off</p><p>9 paid holidays + floating employee birthday holiday</p>
<p>We are looking for an experienced Senior Credit Analyst to join team. This role involves evaluating customer creditworthiness and making recommendations based on thorough financial assessments. The ideal candidate will have a strong analytical mindset and a proven ability to work collaboratively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth analyses of financial statements, credit reports, and other relevant data to assess credit risk.</p><p>• Prepare detailed written recommendations for loan approvals, including alternative loan structures when necessary.</p><p>• Utilize financial models and credit scoring systems to evaluate customer creditworthiness.</p><p>• Develop and present comprehensive reports and presentations to management outlining risks, merits, and mitigation strategies.</p><p>• Collaborate with other team members to support credit reviews and ensure adherence to company policies.</p><p>• Monitor and manage the credit application process, including electronic document preparation and contract execution via DocuSign.</p><p>• Assist in the development and enhancement of credit scoring tools and strategies for improved decision-making.</p><p>• Provide training and guidance to colleagues on credit analysis processes and tools.</p><p>• Conduct research on industry trends, guarantor analysis, and statistical data to support credit decisions.</p><p>• Offer support for accounts receivable and collections processes as needed.</p><p><br></p><p>Benefits include insurance, vacation, holiday pay and 401K </p>
<p>A busy company in the Lincoln Park area is seeking a Senior Credit Analyst to join their growing company. This Senior Credit Analyst will get to join a team that offers career advancement and a flexible working schedule. This Senior Credit Analyst role is essential in managing credit risk while ensuring cash flow optimization through effective credit and collection strategies. The ideal Senior Credit Analyst candidate will have strong financial statement analysis and a proactive approach to monitoring financial data and customer accounts. Other responsibilities of this Senior Credit Analyst will include but not be limited to:</p><p><br></p><p>Senior Credit Analyst Responsibilities:</p><p>• Manage a portfolio of high-profile accounts by monitoring and controlling credit exposures effectively.</p><p>• Analyze credit data and financial statements of customers to assess creditworthiness and determine credit limits.</p><p>• Negotiate and secure appropriate credit instruments such as guarantees, letters of credit, and collateral to reduce financial risk.</p><p>• Collaborate with internal teams, including Commercial, Contracts Administration, and Legal, to ensure accuracy in transactional documents and contracts.</p><p>• Identify opportunities to improve cash flow and address delinquent accounts promptly through regular portfolio reviews.</p><p>• Resolve disputes by working closely with counterparties and internal departments like Customer Care, Billing, and Cash Application.</p><p>• Evaluate changes in customer creditworthiness and financial standing to align credit capacity with potential sales volumes.</p><p>• Prepare periodic reports to support daily credit evaluations and provide insights for management planning.</p><p>• Forecast credit exposures based on anticipated product movements and ensure compliance with credit requirements.</p><p>• Continuously improve credit processes by proposing enhancements to risk mitigation, internal controls, and cash flow strategies.</p><p><br></p><p>This Senior Credit Analyst position is paying between $100,000 and $125,000 annually depending on experience. If interested in this Senior Credit Analyst role, apply today! </p>
<p>100,000 - 115,000</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><strong>Hybrid Opportunity: 3 Days in Office / 2 Days Remote</strong></p><p>Are you dynamic and detail-oriented with 4+ years of experience in Commercial Real Estate (CRE) and Commercial & Industrial (C&I) lending? Do you thrive in a collaborative environment where your analytical skills and strategic insights make a measurable impact? If so, we have the perfect opportunity for you!</p><p><strong>Position Overview:</strong></p><p>Our regional banking client in Edison is seeking a <strong>Senior Credit Analyst</strong> to join the company and play a pivotal role in evaluating, analyzing, and structuring complex credit opportunities. In this position, you’ll assess and support a diverse portfolio of CRE and C&I loans, ensuring sound financial decision-making aligned with the bank’s strategic objectives.</p><p><strong>What You’ll Do:</strong></p><ul><li>Conduct detailed credit analysis, including financial statement reviews, cash flow projections, and risk assessments, for CRE and C&I loan applicants.</li><li>Prepare clear and concise credit memos and recommendations for loan committees.</li><li>Monitor and manage loan portfolios to ensure credit quality and compliance with banking regulations.</li><li>Collaborate with Relationship Managers and other internal teams to provide tailored solutions for clients.</li><li>Stay updated on market trends, industry developments, and regulatory changes impacting credit and lending practices.</li></ul><p><strong>What is Required:</strong></p><ul><li><strong>Experience:</strong> 4+ years of hands-on experience in CRE and C&I lending.</li><li><strong>Skills:</strong> Strong financial analysis, underwriting, and risk assessment capabilities; proficiency in relevant financial and banking systems.</li><li><strong>Knowledge:</strong> Deep understanding of credit policies, loan structuring, and banking regulations.</li><li><strong>Attributes:</strong> Excellent communication skills, a team-oriented mindset, and the ability to work effectively in a hybrid environment.</li></ul><p><strong>Work Perks:</strong></p><ul><li><strong>Flexibility:</strong> Enjoy a hybrid schedule with 3 days in the office and 2 days working from home.</li><li><strong>Growth-Oriented Culture:</strong> Join a company that values development and invests in your career.</li><li><strong>Competitive Compensation:</strong> Market-leading salary and benefits package tailored to attract top talent.</li></ul><p>The company offers and excellent compensation and benefits plan with opportunity to advance your career. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity. </p>
<p>We are looking for a detail-oriented Risk Analyst to join our team in North Dallas, Texas. This role is vital in ensuring compliance with insurance, bonding, and licensing requirements across various projects. The ideal candidate will excel in analyzing financial data and managing documentation to maintain regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Ensure compliance with insurance requirements by reviewing contracts and certificates of coverage.</p><p>• Assess subcontractor insurance and compliance documentation to verify adherence to standards.</p><p>• Manage commercial insurance compliance, including general liability and casualty coverage.</p><p>• Coordinate with insurance brokers to obtain certificates, endorsements, and renewal documents.</p><p>• Assist with bond requests and evaluate contract values to ensure proper coverage.</p><p>• Oversee licensing applications, renewals, and compliance documentation for business and city requirements.</p><p>• Process certificate requests by reviewing contracts, assessing subcontractor compliance, and managing related invoices.</p><p>• Collaborate with divisions, controllers, and project teams to address compliance needs effectively.</p>
<p>We are looking for a skilled Financial Reporting Analyst to join our client's team in Columbia, South Carolina. As a key contributor to their financial operations, you will provide detailed reports and analyses that support strategic decision-making and help achieve organizational goals. This role requires a blend of analytical expertise, financial modeling skills, and the ability to interpret complex data to drive business insights. This is a highly visible role that interacts frequently with senior finance leaders and the C-Suite. </p><p><br></p><p><strong><u>Responsibilities</u></strong>:</p><p>• Prepare, review, and interpret financial statements and create detailed financial models to support various projects.</p><p>• Perform due diligence and deliver comprehensive market research and competitive analyses.</p><p>• Execute special projects such as impairment analyses, financial forecasting, and general ledger reconciliations.</p><p>• Develop and present customized reports, including audited financial reviews and discounted cash flow analyses.</p><p>• Provide expertise on accounting issues for departments without dedicated accounting staff.</p><p>• Collaborate with senior management to identify financial objectives and implement solutions.</p><p>• Ensure compliance with accounting standards and practices while maintaining accuracy in all financial reporting.</p><p>• Utilize advanced tools and software to streamline financial processes and enhance reporting efficiency.</p>
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP&A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
<p>We are looking for a skilled Finance Analyst to join our team on a contract basis in Charlotte, North Carolina. This role focuses on providing detailed financial insights and managing project-related costs within the transportation equipment manufacturing industry. The ideal candidate will excel in financial modeling and data analysis, utilizing advanced tools to support strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to assess project costs and spending variables.</p><p>• Develop and maintain advanced financial models to support business objectives.</p><p>• Conduct variance analysis to identify discrepancies and recommend corrective actions.</p><p>• Perform ad hoc financial analyses to address specific business questions.</p><p>• Utilize data mining techniques to extract meaningful insights from large datasets.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Ensure accurate reporting and forecasting to support project planning.</p><p>• Monitor and evaluate key financial metrics to improve operational efficiency.</p><p>• Provide detailed financial reports and presentations to stakeholders.</p><p>• Support decision-making processes by delivering actionable financial recommendations.</p>
<p>We are looking for a skilled Financial Analyst to join our manufacturing client's team just South of Indianapolis. This role focuses on supporting strategic financial planning, analysis, and reporting across various departments, including operations and sales. The ideal candidate will excel in data-driven decision-making, financial modeling, and forecasting, while contributing to process improvements and automation initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare financial statements and management discussion and analysis (MD&A) reports to support organizational reporting.</p><p>• Collaborate with sales and commercial teams to manage pricing, analyze discount requests, and maintain price lists.</p><p>• Partner with departmental leaders to drive key projects, initiatives, and ad-hoc analyses related to sales, margins, and SG&A expenses.</p><p>• Develop and refine financial forecasts and models, including multi-scenario planning and quarterly/annual budgeting.</p><p>• Conduct variance analysis and communicate actionable insights to senior management.</p><p>• Provide financial guidance and build cross-functional collaboration with teams such as HR, Marketing, IT, and Supply Chain.</p><p>• Analyze and enhance existing processes, identifying opportunities for improvement and supporting implementation of new procedures.</p><p>• Maintain and analyze the cost accounting system, including production cost reports and inventory reconciliation.</p><p>• Generate estimates for new and proposed product costs while monitoring manufacturing costs and cycle counts.</p><p>• Assist in creating presentations for senior leadership and contribute to strategic planning efforts.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Greenville, South Carolina. In this role, you will be responsible for preparing financial reports, forecasting, and analyzing financial data to support strategic decision-making. You will collaborate with cross-functional teams, ensuring compliance with financial policies while driving process improvements to enhance efficiency.<br><br>Responsibilities:<br>• Accurately prepare and submit divisional financial reports in accordance with company policies and standards.<br>• Perform month-end, quarter-end, and year-end closing tasks, including journal entries, ledger maintenance, and financial statement generation.<br>• Analyze profit and loss variances against forecasts and conduct balance sheet reviews to ensure accuracy.<br>• Develop and present divisional forecasts to leadership and corporate stakeholders.<br>• Assist in creating long-range financial forecasts and annual budgets to support organizational planning.<br>• Monitor and report departmental expenses monthly, identifying and explaining significant variances.<br>• Foster collaboration across departments to build trust and improve operational alignment.<br>• Lead initiatives to simplify processes and implement improvements that reduce complexity.<br>• Support special projects and contribute to additional accounting functions as required.
<p><strong>Position Overview</strong></p><p>A fast-growing company specializing consumer products is looking for a Financial Analyst to join its finance team. This role will work closely with the Director of Finance and partner with teams across Sales, Marketing, Finance, and executive leadership.</p><p>The successful candidate will be highly organized, collaborative, and comfortable managing several priorities simultaneously. This position offers strong professional development opportunities for someone seeking to grow their career within a dynamic and entrepreneurial business environment.</p><p>To excel in this role, candidates should bring at least five years of experience in financial analysis and demonstrate advanced proficiency with Microsoft Excel.</p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and improve accounting and financial workflows, including the creation of clear reporting frameworks and KPI-based financial reports for leadership.</li><li>Support financial reporting and analysis activities for both domestic and international operations.</li><li>Analyze company performance metrics, identify trends, and highlight areas that may require management attention.</li><li>Prepare forward-looking financial insights to support decision-making, including variance analysis comparing actual results to budgets and forecasts.</li><li>Track and review key spending categories to ensure alignment with approved budgets.</li><li>Assist with financial reporting related to royalty payments for licensing partners.</li><li>Contribute to enhancements in financial systems and processes to increase operational efficiency and data reliability.</li><li>Create and maintain audit and validation reports to detect inconsistencies within ERP system data.</li><li>Coordinate and communicate effectively with international team members.</li><li>Use ERP tools to support budgeting, forecasting, and financial data management.</li></ul>
We are looking for a skilled Financial Analyst to join our dynamic Financial Planning and Analysis team in Mechanicsburg, Pennsylvania. In this role, you will play a pivotal part in supporting the financial success of hospitals nationwide through detailed reporting, analytics, and collaboration with key stakeholders. Your expertise will be instrumental in driving informed decision-making and improving operational performance.<br><br>Responsibilities:<br>• Prepare and deliver accurate financial forecasts and reports to assist operational leaders in strategic decision-making.<br>• Analyze and interpret large data sets to perform research, modeling, and strategic evaluations aimed at enhancing performance and patient satisfaction.<br>• Contribute to the creation of annual budgets and assist in presenting inpatient budget plans.<br>• Collaborate with Directors of Finance and Business Development to conduct pro forma analyses for acquisitions, start-ups, and relocations.<br>• Examine consolidated financial statements to identify trends and variances.<br>• Perform market analyses and calculate contract rates, considering the potential impact of regulatory changes on hospital operations.<br>• Undertake complex ad hoc projects to address the specific needs of hospitals and leadership teams.<br>• Provide actionable insights through financial modeling and variance analysis.<br>• Support strategic initiatives by leveraging advanced data mining techniques.
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability.<br><br>Responsibilities:<br>• Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans.<br>• Maintain and update forecasting models to reflect actual results and revised assumptions.<br>• Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses.<br>• Monitor performance against budget and forecast, identifying and explaining significant variances.<br>• Generate comprehensive financial reports, dashboards, and schedules for management review.<br>• Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends.<br>• Analyze financial outcomes by customer, department, and business unit to support strategic business reviews.<br>• Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues.<br>• Perform customer and contract-level financial analyses, including revenue and margin tracking.<br>• Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
<p>We are looking for a skilled Financial Analyst to join our team in Eden Prairie, Minnesota, supporting rebate disbursement operations within the health insurance industry. This is a long-term contract position where you will play a critical role in ensuring the accurate and timely distribution of rebate payments, working collaboratively across multiple teams. The ideal candidate will bring strong analytical abilities, organizational expertise, and proficiency in Microsoft Excel to manage complex financial operations effectively.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the end-to-end rebate disbursement process for assigned client portfolios, ensuring compliance with contracts and rebate terms.</p><p>• Interpret client contracts and setup logic to execute accurate payments using disbursement systems.</p><p>• Conduct variance analysis and root cause investigations to address discrepancies and improve processes.</p><p>• Collaborate with cross-functional teams, including Quality Control, Analytics, Billing, Legal, and Client Management, to resolve issues and ensure operational efficiency.</p><p>• Respond to internal and external inquiries through thorough research and clear communication.</p><p>• Identify inefficiencies in established workflows and recommend actionable improvements.</p><p>• Support ad hoc financial initiatives and projects as required.</p><p>• Maintain accuracy and timeliness metrics in rebate operations.</p><p>• Act as a subject matter expert on client contracts and rebate disbursement practices.</p><p>• Drive continuous improvement initiatives to optimize rebate payment processes.</p>