Robert Half Finance and Accounting Contract Talent is currently seeking a temporary credit underwriter for a project assignment with our client. This is an individual contributor position that supports the credit team at our client’s West County headquarters. The selected candidate will work on site five days per week and provide professional level underwriting and credit analysis support.<br><br>Responsibilities:<br>Conduct detailed credit analysis for commercial and banking related lending requests.<br>Review financial statements and assess borrower strength.<br>Prepare written credit summaries for management review.<br>Support the underwriting team with daily workflow needs.<br>Assist with evaluating credit risk and recommending appropriate credit actions.<br>Collaborate with internal partners to ensure timely review and completion of underwriting tasks.<br><br>Requirements:<br>Previous experience in credit underwriting or commercial credit analysis.<br>Strong ability to interpret financial statements and assess risk.<br>Excellent analytical and written communication skills.<br>Ability to work independently in a professional environment.<br>Experience within a banking or financial services setting is preferred.<br><br>Additional Info:<br>Schedule: Monday through Friday on site at the West County headquarters.<br>Assignment Length: Approximately 12 weeks.<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>We are looking for a dedicated <strong>Credit Analyst</strong> to join our team in <b>Somerset County.</b> You will play a pivotal role in assessing credit applications, analyzing cash flow, and managing accounts receivable processes to support our financial goals. This opportunity is ideal for professionals with expertise in accounting systems and an eye for detail.</p><p><br></p><p><strong>Credit Analyst Responsibilities:</strong></p><ul><li>Ensure compliance with relevant regulations, standards, and internal policies.</li><li>Evaluate financial and eligibility aspects of servicing requests, such as subordinations, ownership changes, and collateral adjustments.</li><li>Collect and review annual and quarterly financial statements for risk assessment.</li><li>Assess cash flow and financial health of businesses and guarantors to identify financial stress.</li><li>Analyze financial statements and tax returns for repayment ability and support capacity.</li><li>Input financial data into credit analysis tools to assess borrower potential.</li><li>Prepare clear annual review reports highlighting key strengths and risks.</li><li>Underwrite servicing actions, modifications, and annual loan reviews.</li><li>Provide financial analysis for high-risk loans and recommend payment assistance when needed.</li><li>Support post-closing follow-up and documentation requirements.</li><li>Review third-party credit reports and public data to identify risks and support portfolio reviews.</li></ul>
<p>Robert Half is seeking a detail-oriented Credit and Accounts Receivable (AR) Analyst to join our finance team on a Contract to Hire basis! The Credit and AR Analyst is responsible for managing and optimizing the company’s credit risk and ensuring the timely collection of accounts receivable. This position plays a critical role in protecting assets, supporting cash flow, and maintaining positive client relationships. This role is a full 40 hours and is hybrid here in DTC. </p><p>Key Responsibilities:</p><ul><li>Assess creditworthiness of new and existing customers by analyzing financial statements, credit reports, and payment history.</li><li>Set and review credit limits in accordance with corporate policy and risk appetite.</li><li>Monitor outstanding accounts and proactively follow up with customers to ensure prompt payment.</li><li>Manage the AR aging process, reconcile accounts, and resolve discrepancies to minimize bad debt exposure.</li><li>Work closely with the sales and customer service teams to address billing disputes and enhance the client experience.</li><li>Prepare periodic reports on credit risk, DSO (Days Sales Outstanding), collections activity, and trends for management review.</li><li>Assist with month-end close and other accounting processes as required.</li><li>Recommend process improvements and support automation initiatives in credit and AR operations.</li><li>Maintain accurate documentation and comply with internal controls and company policies.</li></ul><p><br></p>
We are looking for an experienced Credit Analyst to join our team in Richmond, Virginia. In this role, you will play a key part in evaluating creditworthiness, managing accounts receivable, and providing detailed financial reporting. This position offers an opportunity to contribute to critical decision-making processes and ensure the financial stability of our operations.<br><br>Responsibilities:<br>• Assess the creditworthiness of new accounts by analyzing financial data and documentation.<br>• Monitor accounts receivable and ensure timely collection of outstanding balances.<br>• Prepare and present comprehensive financial reports to support credit decisions.<br>• Collaborate with internal teams to review and process credit applications efficiently.<br>• Conduct thorough evaluations of commercial credit and collections to mitigate risks.<br>• Identify and address discrepancies within accounts or payment cycles.<br>• Support the implementation of effective credit policies and procedures.<br>• Provide recommendations to improve credit and collection strategies.<br>• Maintain up-to-date records of credit and collection activities.<br>• Ensure compliance with industry standards and company policies.
We are looking for a dedicated KYC Analyst to join our team on a long-term contract basis in New York, New York. In this role, you will play a critical part in ensuring compliance with regulatory standards and enhancing customer onboarding processes. Your expertise in banking and financial services will contribute to maintaining accurate and secure client records.<br><br>Responsibilities:<br>• Conduct thorough Know Your Customer (KYC) reviews and analysis to ensure compliance with regulatory requirements.<br>• Manage and streamline customer onboarding processes in alignment with company policies and industry standards.<br>• Assess and mitigate credit risk by analyzing customer profiles and transaction histories.<br>• Collaborate with internal teams to enhance anti-money laundering (AML) detection and prevention strategies.<br>• Review and update client information to maintain accurate records and identify potential risks.<br>• Utilize programming tools and environments to support compliance-related data analysis.<br>• Provide insights and recommendations for improving KYC and AML processes.<br>• Stay informed about changes in financial regulations and ensure adherence across all operations.<br>• Build strong relationships with stakeholders to facilitate effective communication and problem-solving.<br>• Prepare detailed reports and documentation for audits and regulatory reviews.
<p>We are looking for a dedicated Grant Analyst to join our team in Chicago, Illinois. In this contract to hire role, you will play a key part in managing government grants, ensuring compliance, and contributing to impactful projects. This position requires someone who is detail-oriented, thrives in deadline-driven environments, and excels in optimizing resources.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and manage over 60 government grants to ensure proper allocation and compliance.</p><p>• Assist in crafting well-written proposals to secure new funding opportunities.</p><p>• Monitor grant budgets and coordinate their distribution among accounting staff and program managers.</p><p>• Ensure adherence to all relevant regulations and compliance standards associated with government contracts.</p><p>• Collaborate with stakeholders to optimize grant spending and achieve program goals.</p><p>• Review and assess credit risk management processes related to grant funding.</p><p>• Provide guidance and support to grant accountants and program managers on financial procedures.</p><p>• Track deadlines and deliverables to maintain timely submission of required documentation.</p><p>• Identify opportunities to improve grant management processes and implement best practices.</p>
<p>A busy company in the Pompton Plains area is seeking a Credit Analyst to join their growing team. This Credit Analyst will report into the Credit Manager and be a part of a collaborative team that works great with each other. This Credit Analyst opportunity also offers career growth and work flexibility. The ideal Credit Analyst will have prior experience with accounts receivable and collections, and be an intermediate Excel user (pivot table and vlookup experience preferred). Other responsibilities of this Credit Analyst will include but not be limited to: </p><p><br></p><p>Credit Analyst Responsibilities:</p><p>• Process and accurately input new customer setups into the system.</p><p>• Perform creditworthiness assessments by conducting research and utilizing Excel for data analysis.</p><p>• Implement and manage credit holds in alignment with company policies and sound judgment.</p><p>• Lead daily meetings with other departments to address and resolve credit hold concerns.</p><p>• Record and prepare accounts receivable cash receipts to maintain accurate financial records.</p><p>• Handle credit card payment processing efficiently and securely.</p><p>• Review, input, and post invoices to the system while ensuring accuracy.</p><p>• Manage collections by following up on payments persistently and professionally.</p><p>• Monitor the accounts receivable inbox to identify and resolve unresolved issues or escalate them as needed.</p><p>• Prepare internal accounts receivable reports and track KPIs using advanced Excel tools.</p><p><br></p><p>This Credit Analyst role is paying between $65,000 and $75,000 annually depending on experience. If interested in this Credit Analyst position, apply today! </p>
We are looking for a skilled Credit Collections Representative to join our team in Lewisville, Texas. This role requires a detail-oriented individual with strong expertise in business-to-business collections and credit analysis, particularly within the manufacturing and construction industries. If you thrive in fast-paced environments and excel at maintaining customer relationships while resolving financial matters, this position is an excellent opportunity for you.<br><br>Responsibilities:<br>• Initiate and manage collection calls to ensure timely payments from customers.<br>• Build and maintain positive relationships with clients to facilitate smooth financial transactions.<br>• Perform accurate account reconciliations and resolve discrepancies promptly.<br>• Address and resolve deduction issues to maintain financial accuracy.<br>• Conduct reviews of credit limits and provide recommendations for adjustments based on analysis.<br>• Collaborate with internal teams to ensure effective handling of credit applications.<br>• Monitor and evaluate credit risks, particularly in commercial and B2B settings.<br>• Utilize industry knowledge in manufacturing and construction to address client-specific financial needs.
We are looking for a highly analytical and detail-driven Financial Analyst to join our team in Farmington Hills, Michigan. This role involves evaluating loan applications, performing risk assessments, and analyzing financial data to ensure sound lending decisions. Your expertise will play a vital role in maintaining compliance with policies while providing valuable insights to support stakeholders.<br><br>Responsibilities:<br>• Analyze loan applications, financial statements, and credit reports to evaluate applicant creditworthiness.<br>• Perform detailed risk assessments to identify potential challenges affecting loan repayment.<br>• Conduct cash flow analyses to determine an applicant's ability to meet financial obligations.<br>• Collaborate closely with loan processors and originators to collect necessary documentation for underwriting.<br>• Apply quantitative research methods to enhance underwriting processes and support decision-making.<br>• Ensure all lending practices comply with regulatory standards and internal policies.<br>• Present clear findings and recommendations to loan officers and other stakeholders.<br>• Utilize advanced financial modeling techniques to assess loan viability and risk.<br>• Monitor market trends and data to inform financial decisions and lending strategies.<br>• Contribute to the development and optimization of loan processing workflows.
We are looking for a detail-oriented Credit Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing accounts receivable, ensuring timely collection of past-due balances, and maintaining accurate financial records. The ideal candidate will possess strong analytical skills and the ability to collaborate effectively with cross-functional teams.<br><br>Responsibilities:<br>• Communicate with customers to secure payments for outstanding accounts receivable.<br>• Collaborate with sales, customer service, and distribution teams to facilitate timely customer shipments.<br>• Review and monitor credit holds and daily accounts receivable reports.<br>• Access banking portals to download and reconcile receipts, ensuring accurate daily financial totals.<br>• Retrieve remittance details and chargeback information from customer portals for accurate account application.<br>• Process approved payment deductions promptly and redirect disputes to appropriate departments.<br>• Support accounts receivable analysis and provide commentary for external auditors and banking representatives.<br>• Regularly review account aging reports and prepare customer-specific updates for management.<br>• Document collection activities for overdue accounts and escalate unresolved cases to management or external agencies.<br>• Investigate and resolve account discrepancies while maintaining appropriate credit holds for assigned accounts.
<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>Looking for a Senior Credit Analyst in Commercial and Industrial (C& I) Lending to join our growing client with new offices in Southern NH & Northshore MA. The Credit Analyst is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
<p>We are looking for a detail-oriented AML/KYC Analyst to join our team in Newark, Delaware. This contract to long-term position offers an exciting opportunity to contribute to the financial services industry by conducting thorough due diligence and compliance reviews. The ideal candidate will ensure adherence to credit policies and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth Enhanced Due Diligence (EDD) investigations for commercial loan borrowers, ensuring compliance with credit policies and regulatory standards.</p><p>• Perform thorough reviews of new and existing client relationships, ensuring accuracy and completeness of documentation.</p><p>• Review and assess potential negative news alerts for new clients and during periodic client reviews, escalating findings when necessary.</p><p>• Evaluate prospect client profiles prior to onboarding, providing well-supported recommendations to relevant stakeholders.</p><p>• Utilize internal banking systems and external research tools to gather, analyze, and document investigation findings.</p><p>• Collaborate with team members and other departments to resolve discrepancies and gather additional information if required.</p><p>• Provide timely and well-supported decisions during investigations, ensuring compliance with the Patriot Act and other applicable regulations.</p><p>• Maintain up-to-date knowledge of industry standards and complete required training programs.</p><p>• Support quality assurance efforts to uphold the integrity of the KYC program.</p><p>• Perform additional duties as assigned to support the team and organizational goals.</p>
<p>We are seeking a <strong>meticulous KYC Analyst</strong> to join our team on a <strong>remote contract basis</strong>. In this role, you will play a pivotal part in ensuring compliance with regulatory standards by performing thorough customer due diligence and risk assessments. This position is ideal for professionals with a background in <strong>banking or financial services</strong> who are passionate about mitigating risks and enhancing operational integrity.</p><p><strong> </strong></p><p><strong>Job Title: KYC Analyst (Remote)</strong></p><p><strong>Pay Rate:</strong> $35/hour</p><p><strong>Location Requirement:</strong> Must reside in <strong>New York State</strong></p><p><strong>Contract Duration:</strong> through <strong>February 2026</strong>, with possible extension</p><p><strong>Start Date:</strong> ASAP</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Conduct detailed <strong>Know Your Customer (KYC)</strong> reviews and ensure compliance with <strong>anti-money laundering (AML)</strong> regulations.</li><li>Assist with onboarding processes by verifying customer information and assessing potential risks.</li><li>Perform risk assessments to identify and mitigate credit and financial risks associated with clients.</li><li>Maintain accurate and up-to-date documentation related to KYC procedures.</li><li>Collaborate with internal teams to address compliance issues and ensure regulatory standards are met.</li><li>Utilize specialized tools and systems to streamline KYC and AML processes.</li><li>Stay informed about changes in compliance regulations and implement necessary updates to procedures.</li><li>Support audits and investigations by providing required documentation and insights.</li><li>Identify gaps in existing processes and recommend improvements to enhance efficiency.</li><li>Communicate effectively with stakeholders to resolve discrepancies and ensure seamless operations.</li></ul>
<p>We are looking for a skilled Commercial Portfolio Manager specializing in Commercial and Industrial (C& I) lending to join our client in Metro West. In this role, you will oversee a portfolio of commercial clients, ensuring effective management of loan and non-loan products while maintaining high standards of credit analysis and risk assessment. This position offers an exciting opportunity to contribute to the growth of our banking operations and build strong relationships within the community.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage and grow a portfolio of Commercial and Industrial (C& I) clients, addressing their needs with loan and non-loan products.</p><p>• Conduct thorough credit analyses for existing and prospective loan accounts to ensure sound decision-making.</p><p>• Prepare comprehensive narrative reports detailing client relationships, financial data, collateral coverage, debt service capability, and associated credit risks.</p><p>• Analyze personal and business financial statements, tax returns, and other relevant financial documents to assess creditworthiness.</p><p>• Develop written loan reports, including loan presentations, modifications, and credit file comments, in compliance with banking policies and regulations.</p><p>• Collaborate with C& I team lenders to respond to customer inquiries and service requests efficiently.</p><p>• Monitor the overall exposure of the C& I loan portfolio, including maturities, delinquencies, overdrafts, and changes in credit situations.</p><p>• Supervise monthly borrowing base borrowers to ensure compliance and accuracy.</p><p>• Participate in bank committees and task forces to contribute to institutional goals.</p><p>• Represent the bank at community events and functions to strengthen relationships and visibility.</p>
We are looking for an experienced Credit Manager to join our team in Ft. Worth, Texas. In this role, you will oversee credit evaluations and manage customer accounts to ensure financial stability and compliance. This position requires a strong background in credit analysis, excellent problem-solving skills, and proficiency in financial tools and platforms.<br><br>Responsibilities:<br>• Analyze and establish credit limits for customers based on financial data and risk assessment.<br>• Review and adjust existing customer credit limits, preparing detailed financial analyses and reports.<br>• Address customer inquiries regarding account statuses and resolve issues promptly.<br>• Investigate discrepancies in customer payments, including overpayments and underpayments.<br>• Prepare and execute legal documentation to safeguard company interests.<br>• Recommend and secure approvals for special payment terms, such as progress billing or extended payment arrangements.<br>• Monitor and resolve issues within customer billing portals to facilitate timely payments.<br>• Utilize financial software, including Trend, to perform queries and manage data effectively.<br>• Collaborate with internal teams to ensure credit decisions align with company policies and objectives.
<p><strong>Shared Services Supervisor - AP, AR, Credit / Collections and Treasury</strong></p><p><strong>Overview</strong></p><p>Our company, a global leader in industrial manufacturing and engineering solutions, is seeking an experienced and dynamic Shared Services Supervisor to oversee our credit, collections, accounts receivable/payable, and treasury operations. This role is vital for ensuring cash flow optimization, compliance with internal controls, and supporting corporate financial strategies. This role is based in the northern suburbs of Chicago and requires a hybrid schedule of two days per week on-site.</p><p><strong>About the Role</strong></p><p>This position reports to a great hiring manager and is perfect for a self-starter with strong financial acumen and proven leadership skills. A key component of this role is managing and optimizing the performance of external third-party resources. You will also be instrumental in driving continuous process improvement and maximizing financial performance across our global business units.</p><p><strong>Key Responsibilities</strong></p><p>· <strong>External Resource Management:</strong> Direct daily activities, set KPIs, conduct performance reviews, and act as the escalation point for external resources supporting credit, collections, and A/P.</p><p>· <strong>Credit & Collections Management:</strong> Own the end-to-end process for various global business units, including setting credit limits, developing collection strategies, and achieving DSO targets.</p><p>· <strong>Treasury Operations:</strong> Lead daily cash management, funds transfers, cash forecasting, and administer treasury systems.</p><p>· <strong>Leadership & Process Improvement:</strong> Supervise and mentor internal credit personnel, ensure compliance with internal controls, and identify opportunities for automation and efficiency.</p><p><strong>Why Join Us?</strong></p><p>This is a great opportunity to join a private equity-owned company with a rich history in the industry. You will be part of a team that is synonymous with safety, quality, reliability, and innovation, and have the chance to make a significant impact on our global financial operations. The hybrid work model offers a flexible and balanced work-life environment.</p><p> </p><p>The company offers insurance, 401K, holiday pay and vacation pay for benefits and more</p>
<p>We are looking for an Investment Analyst to join a dynamic financial services firm in Greater Twin Cities area. This role focuses on supporting public fixed income portfolios, with an emphasis on investment-grade and high-yield credit strategies. As part of a collaborative research team, you will play a key role in delivering insightful analyses and actionable recommendations to support institutional portfolio mandates.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed evaluations of portfolio holdings to ensure alignment with current investment risks and fundamental outlooks, including updating internal credit ratings and company assessments.</p><p>• Track developments in primary and secondary corporate bond markets to identify investment opportunities, perform pricing analyses, and provide trade recommendations.</p><p>• Perform sector-level research to uncover emerging trends and inflection points, forming forward-looking perspectives on valuation and risk.</p><p>• Drive innovation initiatives aimed at improving research processes through technology integration and data-driven methodologies.</p><p>• Collaborate across sectors to contribute to internal presentations, research publications, and investment committee discussions.</p><p>• Analyze market benchmarks and index compositions to maintain a competitive edge in portfolio strategies.</p><p>• Provide timely earnings reviews and updates to internal teams to refine credit assessments.</p><p>• Develop relative value analyses to aid in decision-making for portfolio investments.</p>
<p>We are looking for a skilled Credit/Collections Supervisor to oversee and optimize our organization's credit and collections operations. This role is vital for ensuring the timely collection of receivables, reducing financial risk, and maintaining strong customer relationships. The ideal candidate will collaborate across departments to establish effective credit policies and foster a healthy cash flow.</p><p><br></p><p>Responsibilities:</p><p>• Develop and enforce credit policies and procedures that align with organizational objectives.</p><p>• Assess customer creditworthiness by analyzing financial statements, credit reports, and payment histories.</p><p>• Set and adjust credit limits based on risk evaluations and business requirements.</p><p>• Supervise the collections process to ensure prompt payments and minimize overdue accounts.</p><p>• Resolve customer billing disputes, payment delays, and account discrepancies professionally.</p><p>• Monitor aging reports to identify and address potential collection issues proactively.</p><p>• Prepare detailed credit and collections reports for management on a monthly basis.</p><p>• Recommend accounts for credit holds or write-offs after thorough analysis.</p><p>• Collaborate with Sales teams to balance customer satisfaction with financial risk.</p><p>• Lead, train, and manage the credit and collections team to ensure high performance.</p><p><br></p><p>This role requires 5+ years of credit and general AR knowledge. This role is 100% onsite in Minneapolis, and candidates MUST be local to Minnesota with the ability to reliably commute 5 days/week for consideration. </p><p><br></p><p>Beginning pay for this role is $70-80k, depending on qualifications. Benefits are also offered including health, dental, vision, and 401k with matching. For immediate consideration, please apply with an up to date resume for immediate consideration. </p>
<p>We are looking for a skilled Sr. Credit Analyst to join our team in San Diego, California. The ideal candidate will be responsible for evaluating creditworthiness, processing orders, and ensuring compliance with company policies. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations into credit and financial information to assess customer eligibility for credit terms.</p><p>• Evaluate and monitor customer orders for stability and recommend credit limits to management as needed.</p><p>• Review order accuracy and verify completeness of required documentation before releasing holds on orders.</p><p>• Analyze customer credit data, process orders, and communicate with customers and sales staff regarding discrepancies or additional information needed.</p><p>• Prepare summaries and reports on customer creditworthiness, offering insights and recommendations when necessary.</p><p>• Maintain accurate customer credit databases and conduct periodic reviews to ensure ongoing creditworthiness.</p><p>• Handle overdue accounts, including preparing final notices and collaborating with third-party collection agencies when appropriate.</p><p>• Report bankruptcy notices and cash flow issues to management promptly.</p><p>• Ensure confidential documents are securely stored and comply with company policies.</p><p>• Collaborate with internal departments to resolve open items in the order process and support overall accounting functions.</p>
<p>We are looking for an experienced Director of Credit/Collections to lead and optimize our global credit and collections strategy. Based in Westminster, Colorado, this role is pivotal in driving sustainable growth while mitigating financial risks in a hybrid software and hardware business environment. The ideal candidate will excel in team leadership, process improvement, and cross-functional collaboration to deliver exceptional results.</p><p><br></p><p>Benefits for the Director of Credit/Collections are excellent and include unlimited PTO, immediate healthcare coverage (including vision and dental), 401k with 4% company match, annual bonus potential, company stock/equity options, paid holidays, and more!</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute a comprehensive global credit and collections strategy that aligns with business objectives and balances risk and growth.</p><p>• Drive process improvements and technological advancements across credit approvals, order-to-cash, and collections workflows to enhance efficiency and scalability.</p><p>• Lead and mentor a high-performing team, fostering accountability and delivering exceptional service to both internal and external stakeholders.</p><p>• Oversee credit risk assessments for both new and existing customers, incorporating financial health, contract structures, and industry trends.</p><p>• Manage collections activities to minimize outstanding receivables and bad debt, ensuring compliance with service-level agreements and business goals.</p><p>• Provide data-driven insights and reporting on receivables aging, credit risk, and bad debt trends to inform strategic decision-making.</p><p>• Ensure compliance with regulatory standards, internal controls, and audit requirements to maintain operational integrity.</p><p>• Collaborate with Sales, Finance, Legal, and Operations teams to support business growth and improve customer experiences.</p><p>• Supervise relationships with external vendors, including collection agencies and credit bureaus, to ensure effective management.</p><p>• Advocate for continuous improvement initiatives using methodologies like Six Sigma to refine processes and enhance team performance.</p>
<p>The holidays are here! Let’s get you into a role that will allow you to actually enjoy it!</p><p> </p><p><em>The salary range for this position is $130k-$150k plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid Controller role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description </strong></p><p><br></p><p><strong> Financial Management & Reporting</strong></p><ul><li>Oversee monthly, quarterly, and annual financial close processes.</li><li>Prepare and analyze financial statements (P& L, balance sheet, cash flow).</li><li>Ensure compliance with GAAP and company accounting policies.</li><li>Lead support work for annual financial statement audit and support needs for tax advisors.</li><li>Maintain accurate inventory valuation and cost accounting records. Mostly a distribution business but some contract manufacturing of own-branded products but no hard core cost accounting but definitely inventory accounting.</li><li>Support FP& A function in various financial statement / product margin analysis and profitability reporting by SKU, customer, or region.</li><li>Lead annual budgeting process and mid-year re-forecasts working collaboratively with FP& A function.</li><li>Monitor financial performance against budget/forecast and provide variance analysis.</li><li>Develop KPIs for distribution operations (inventory turns, fill rate, DSO, DPO, etc.).</li><li>Implement and monitor controls for inventory accuracy, shrinkage, and obsolescence.</li><li>Oversee cycle counts and year-end physical inventory.</li><li>Ensure proper costing methods (e.g., standard cost, FIFO) and landed cost accuracy.</li><li>Collaborate with operations on warehouse efficiency and cost-saving initiatives.</li><li>Manage cash flow forecasting and daily liquidity needs.</li><li>Oversee accounts receivable and accounts payable processes.</li><li>Monitor credit risk, customer payment performance, and collections strategies.</li><li>Strengthen internal controls across procurement, receiving, inventory, and sales order processes.</li><li>Ensure adherence to company policies and regulatory requirements.</li><li>Coordinate with external auditors on annual audits and tax preparations.</li><li>Optimize ERP/system workflows relating to purchasing, inventory, and sales.</li><li>Drive automation initiatives to reduce manual processes.</li><li>Lead improvements in reporting, data accuracy, and financial visibility across the organization.</li><li>Supervise accounting team (AP, AR, payroll, inventory accounting).</li><li>Partner with operations, sales, and supply chain to support business growth.</li><li>Provide financial insights to executive leadership for strategic decisions.</li><li>Support integration efforts for recently added acquisitions.</li></ul><p><br></p>
<p>We are looking for a skilled Fraud Analyst to join our team in San Francisco, California. In this Contract position, you will play a pivotal role in detecting and mitigating fraudulent activity related to a fintech credit card product. This opportunity is ideal for professionals who thrive in fast-paced environments and enjoy analytical challenges.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough reviews of credit card applications to identify potential fraud, including first-party, third-party, and synthetic cases.</p><p>• Monitor account activity and analyze flagged transactions to detect suspicious behavior using advanced rules engines.</p><p>• Take prompt action to minimize financial loss by investigating high-risk transactions and implementing effective fraud mitigation strategies.</p><p>• Collaborate with customer support teams to address fraud-related inquiries and resolve customer service issues.</p><p>• Maintain detailed records of investigations and provide reports on fraud trends to support data-driven decision-making.</p><p>• Utilize industry-leading tools and technologies to enhance fraud detection and prevention capabilities.</p><p>• Stay updated on emerging fraud techniques and adapt strategies to combat evolving threats.</p><p>• Work effectively within a staggered schedule to ensure coverage and continuity in fraud monitoring efforts.</p><p>• Contribute to the development of workflows and processes that improve fraud prevention efficiency.</p>
<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>We are currently recruiting for a detail-oriented Treasury Accountant to join a growing organization and support their daily cash operations, financial analysis, and treasury functions. This role is ideal for someone who thrives in a fast-paced environment, enjoys process ownership, and is comfortable handling complex financial data.</p><p> The Treasury Accountant will oversee daily cash management activities, support financial reporting, analyze cash flow, and assist leadership with budgeting, forecasting, and risk management. This position offers excellent visibility within the accounting and finance department and the opportunity to work closely with senior leadership.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all daily incoming and outgoing cash transactions, including wires, ACH payments, and stop payments using financial software</li><li>Post all cash-related activity into the financial ledger and monitor store bank accounts to ensure balances align with corporate requirements</li><li>Analyze cash flow related to income, expenses, financial assets, loan obligations, A/R, capital expenditures, and miscellaneous costs</li><li>Prepare daily cash requirements and provide recommendations for short- and long-term fund planning</li><li>Develop and implement cash management, investment, and risk mitigation policies and procedures</li><li>Serve as the primary point of contact for all banking and credit card service providers, including documentation, inquiries, fees, and management of store-level signers</li><li>Perform quarterly solo inventory reconciliation</li><li>Reconcile and balance asset and liability accounts, including bank accounts, loans, inventory, supply, product loss, and loyalty cards</li><li>Generate and administer reports from the financial ledger</li><li>Support the Controller, Assistant Controller, and CFO in preparing consolidated financial statements and related analyses</li><li>Assist with treasury and risk management functions, including budgeting and forecasting</li><li>Perform other related duties as assigned</li></ul><p><br></p><p><br></p>
