<p>Growing firm located in the South Jersey area is looking to staff a success-driven Collections Manager with proven proficiency with collections software and ERP systems. The Collections Manager will be responsible for overseeing the firm’s collections department and collections activities ensuring timely collection of outstanding accounts receivable, maintaining positive customer relationships, and minimizing credit risk. This role involves supervising collections staff, developing policies and procedures, and ensuring compliance with regulations. In this role, the candidate must possess strong communication skills, excellent analytical skills, and outstanding leadership capabilities. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Create departmental collection goals</p><p>· Verify customer payments</p><p>· Review and update client records</p><p>· Assess risk involved in loan transactions</p><p>· Negotiate payment terms</p><p>· Post cash receipts</p><p>· Implement collection procedures and policies</p><p>· Recommend opportunities for improvement</p>
<p>ENTRY LEVEL (RECENT GRADUATES) ENCOURAGED TO APPLY </p><p><br></p><p>We are looking for a skilled Loan Originator - Financial Analyst to join our team in Garden City, New York. You will play a vital part in supporting loan origination processes while ensuring financial accuracy and compliance. This is an excellent opportunity to work within the banking industry and contribute to building strong relationships with clients and internal teams.</p><p><br></p><p>Responsibilities:</p><p>• Manage loan origination tasks efficiently, ensuring timely completion and regular communication with stakeholders.</p><p>• Develop and nurture relationships with loan applicants and Business Development Officers to facilitate smooth processes.</p><p>• Gather and analyze business and personal financial data to prepare comprehensive underwriting packages.</p><p>• Collaborate effectively with internal teams to streamline communication and workflow.</p><p>• Organize and maintain detailed credit and legal files to ensure accessibility and compliance.</p><p>• Contribute to departmental and bank-wide projects as needed, supporting organizational goals.</p><p>• Monitor regulatory compliance and implement risk management strategies to uphold industry standards.</p>
<p>We are looking for an experienced Compliance Analyst to join our team in Los Angeles, California. In this long-term contract role, you will play a critical part in ensuring adherence to financial regulations and internal compliance policies. This position offers an opportunity to work within the dynamic financial services industry, supporting the Compliance Department and collaborating with key stakeholders to uphold regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and oversee compliance processes to ensure alignment with regulatory requirements and internal policies.</p><p>• Assist the Compliance Manager in implementing and maintaining the Compliance Management Program.</p><p>• Conduct reviews and analyses of compliance-related activities to identify and address deficiencies.</p><p>• Stay informed about regulatory updates, industry practices, and standards, and update departmental policies accordingly.</p><p>• Facilitate risk management processes, including planning, oversight, escalation, and decision-making.</p><p>• Manage quality control reviews and monitoring processes to ensure adherence to compliance standards.</p><p>• Coordinate regulatory exams by preparing required reports and compiling necessary documentation.</p><p>• Maintain and update the Compliance Resource Library to ensure timely revisions and accessibility.</p><p>• Escalate risks, issues, or concerns to the Compliance Manager in line with established escalation procedures.</p><p>• Ensure compliance with federal and state laws, including the Gramm-Leach-Bliley Act, Truth in Lending Act, Truth in Savings Act, Equal Credit Opportunity Act, HMDA and CRA and other relevant regulations.</p>
<p>The Collections Supervisor will be responsible for assisting with overseeing the daily operations of the collections team and timely collection of outstanding accounts receivables. As the Collections Supervisor you will maintain customer accounts, monitor credit operations, generate regular reports on collections status, audit aging reports, train new employees and provide ongoing training as needed, maintain strong communication with sales, customer service and billing departments, resolve customer inquiries and ensure compliance with federal and state laws related to debt collection. In this role, the candidate must possess strong leadership skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and the ability to manage multiple priorities and meet deadlines. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Create departmental collection goals</p><p>· Direct collection efforts on delinquent accounts</p><p>· Verify customer payments</p><p>· Resolve complex or escalated collection issues</p><p>· Negotiate payment terms and payment schedules</p><p>· Develop and implement collection procedures and policies to improve efficiency</p><p>· Recommend and implement process improvement to enhance collection effectiveness</p>
<p>Follow Shad on LinkedIn at #CHALKBOARDTALK and watch his videos on his open roles. Shad and his team at Robert Half is working with a West Houston Energy Client is looking for a Senior Financial Analyst that will support a segment of their business that supports Finance, Risk, Trading and Commercial lines. We're searching for a results-driven <strong>Senior Financial Analyst – FP& A</strong> to take on a pivotal role, propelling efficiency and profitability forward through groundbreaking financial analysis and reporting. This position offers the opportunity to work closely with influential leadership, drive strategic decision-making, and mentor the next generation of financial professionals in a dynamic and fast-paced environment. Company supports a Hybrid work model and Role has base salary, bonus potential and benefits. For Confidential Consideration please e-mail Shad at [email protected]</p><p><strong> </strong></p><ul><li><strong>Business Decision Support:</strong> Collaborate with Risk, Finance, and Commercial teams to deliver high-caliber reconciliation and commentary on mark-to-market economic versus financial profitability timing and reporting differences. Leverage exceptional analytical and modeling skills to drive strategic insights.</li></ul>
<p>We are looking for an experienced Sr. Treasury Manager to oversee and enhance our financial assurance operations in Houston, Texas. This position requires a highly meticulous individual with a deep understanding of corporate treasury functions, financial instruments, and risk management strategies. The ideal candidate will collaborate across departments to ensure financial stability while supporting organizational goals and compliance requirements.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming financial assurance requests, ensuring timely and effective responses that meet customer needs.</p><p>• Oversee the placement of financial instruments with banks and surety companies, focusing on risk mitigation and maintaining strong relationships.</p><p>• Ensure adequate credit capacity and flexibility in financial assurance mechanisms to adapt to changing regulations and business requirements.</p><p>• Monitor and evaluate the cost of the financial assurance portfolio, reviewing analyses and accounting reports for proper expense recognition.</p><p>• Conduct lease versus buy analyses and support financing activities, including bond financings and bank facilities.</p><p>• Coordinate cross-functional teams to review, execute, record, and report on leases.</p><p>• Manage treasury operations, including reviewing debt instruments and processing payments within the treasury management system.</p><p>• Participate in discussions with external providers to assess current programs and explore new offerings.</p><p>• Review month-end and quarter-end reports, reconciliations, and schedules to meet accounting and audit requirements.</p><p>• Lead daily operations of captive insurance companies and oversee financial activities, including investment portfolio management and compliance reporting.</p><p><br></p><p>For immediate consideration, contact Mark, mark.loiacano@roberthalf</p>
<p><strong>Job Summary:</strong></p><p>The Financial Analyst will play a critical role in analyzing financial data, creating forecasting models, and identifying trends to support the company’s strategic goals. This role requires a thorough understanding of financial concepts and the ability to communicate complex data in a straightforward, actionable way. If you want to elevate your career and refine your financial expertise, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis and prepare comprehensive reports for senior leadership.</li><li>Develop, maintain, and review financial models to support strategic planning and forecasting.</li><li>Monitor KPIs for performance evaluation and identify areas for improvement.</li><li>Analyze trends in revenue, expenses, and other financial metrics to provide actionable insights.</li><li>Assist in preparation of budgets and variance analysis, ensuring objectives align with organizational goals.</li><li>Support month-end, quarter-end, and year-end closing processes by preparing accurate financial reconciliations and summaries.</li><li>Collaborate with departments across the organization to gather and interpret data.</li><li>Stay updated on market trends, economic developments, and regulatory guidelines that impact financial operations.</li></ul><p><strong>Why You’ll Love This Opportunity:</strong></p><ul><li>Gain the chance to transition into a permanent role with a renowned organization after showcasing your professional expertise and success during the initial contract period.</li><li>Join a supportive and innovative team that thrives in a fast-paced, results-oriented environment.</li><li>Work directly with organizational leaders while taking on diverse responsibilities that strengthen your skills and broaden your professional portfolio.</li></ul><p><strong>Work Schedule & Onsite Location:</strong></p><ul><li><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</li><li>100% onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</li></ul><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p><p><br></p><p><br></p>
<p>Boutique tax services company is seeking a Tax Analyst / Manager to join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting services to other tax prep businesses; teaching best practices on tax compliance, research, content development and training; and other special projects as assigned. This is a remote work opportunity.</p><p><br></p>
We are looking for a dedicated Collections Analyst to join our team in Moore, South Carolina. In this long-term contract position, you will play a critical role in managing complex accounts receivable portfolios and collaborating with internal teams to optimize the invoice-to-cash process. This hybrid role requires both analytical skills and strong communication abilities to resolve issues, improve processes, and build lasting relationships with customers and colleagues.<br><br>Responsibilities:<br>• Oversee and manage strategic or high-risk accounts, ensuring receivables are analyzed and prioritized effectively to meet objectives.<br>• Conduct detailed account analysis to identify trends, root causes of issues, and implement actionable solutions to improve outcomes.<br>• Develop and execute plans to address account challenges, coordinating resources within the accounts receivable function to ensure successful resolution.<br>• Lead or participate in cross-functional meetings to address problems, enhance processes, and provide training to colleagues.<br>• Negotiate with customers or internal stakeholders to resolve billing discrepancies and payment disputes, achieving mutually beneficial outcomes.<br>• Manage accounts with complex requirements, such as multi-currency transactions, EDI processing, or outsourced collections support.<br>• Provide guidance and training to third-party partners supporting accounts receivable functions as needed.<br>• Act as a subject matter expert by testing, documenting, and training on systems that support accounts receivable processes.<br>• Respond promptly to customer inquiries, addressing concerns related to billing or payment discrepancies.<br>• Collaborate with IT and leadership teams to define and improve systems and processes that enhance accounts receivable operations.
<p>We are looking for a skilled Investment Analyst to join our client's team in the Twin Cities. This role requires a detail-oriented individual with a strong background in investment analysis who can deliver insightful recommendations to the firm. If you are passionate about financial markets and enjoy analyzing complex investments, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analysis on investment opportunities, assessing asset condition, financial performance, and risk factors.</p><p>• Evaluate the structure and performance of complex financial products to identify and prioritize potential risks.</p><p>• Analyze and compare performance relative to industry peers and prevailing market conditions.</p><p>• Prepare detailed technical reports and provide recommendations to clients based on findings, both in written and verbal formats.</p><p>• Manage the lifecycle of assigned investment reviews, ensuring timely and accurate completion.</p><p>• Perform analysis on investment assessing their financial status, controls, and overall investment quality.</p><p>• Collaborate with team members to ensure quality control and consistency in reviews.</p><p>• Represent the firm at client meetings, building relationships and sharing insights.</p><p>• Support clients by leveraging analysis to enable informed investment decisions.</p>
<p><strong>Job Summary</strong></p><p>We are seeking a highly analytical and detail-oriented <strong>Senior Treasury Analyst</strong> to join our finance team. This role is critical in supporting the organization’s liquidity management, cash forecasting, debt compliance, and banking operations. The ideal candidate will have a strong background in treasury, finance, or accounting and demonstrate a proactive approach to improving treasury processes and managing financial risk.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor and manage <strong>daily cash positioning</strong> to ensure adequate liquidity across all business units.</li><li>Prepare and analyze <strong>weekly, monthly, and long-term cash flow forecasts</strong>; identify trends and recommend strategic actions.</li><li>Maintain and enhance <strong>banking relationships</strong>, including account management and bank fee analysis.</li><li>Support <strong>debt compliance</strong>, interest payments, and covenant tracking.</li><li>Assist in managing the company’s <strong>investment portfolio</strong> and short-term funding strategies in accordance with treasury policy.</li><li>Participate in the implementation and optimization of <strong>treasury management systems (TMS)</strong> and automation tools.</li><li>Perform <strong>FX exposure analysis</strong> and support execution of foreign exchange hedging strategies (if applicable).</li><li>Develop and maintain treasury <strong>policies, procedures, and internal controls</strong> to ensure regulatory compliance and minimize risk.</li><li>Collaborate with cross-functional teams including Accounting, FP& A, Tax, and Legal.</li><li>Prepare treasury-related reports and deliverables for <strong>executive leadership, auditors, and external partners</strong>.</li></ul>
<p>We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.</p><p><br></p><p>Responsibilities:</p><ul><li>Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.</li><li>Analyze clients' financial goals, risk tolerance, and retirement needs.</li><li>Prepare personalized financial plans based on clients' short- and long-term goals.</li><li>Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.</li><li>Help clients determine how much they need to save for retirement and create a strategy to meet those targets.</li><li>Plan for retirement income strategies and minimizing tax liabilities in retirement.</li><li>Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.</li><li>Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.</li><li>Provide guidance on charitable giving strategies to support clients’ philanthropic goals.</li><li>Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.</li><li>Advise clients on managing personal and business risks and mitigating potential financial losses.</li><li>Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.</li><li>Help clients make informed decisions about saving, spending, and investing their money.</li><li>Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.</li><li>Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.</li><li>Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.</li></ul><p>For immediate consideration, contact [email protected]</p>
<p>The Collections Supervisor will oversee the collection efforts and delinquency controls of the company, ensuring money owed is billed and received correctly and promptly. This role will offer growth potential, a salary between 95K and 110K plus discretionary bonus, medical, dental and vision insurance, 401K and paid time off. </p><p><br></p><p>How You Will Help</p><p>• Hires & trains new collectors in the Collections department.</p><p>• Conducts performance evaluations that are timely and constructive.</p><p>• Supervises and manages the Collections assignments and priorities.</p><p>• Researches, develops, and facilitates collection & lien procedures according to company policies.</p><p>• Ensures proper preparation and delivery of letters, notices, and other communications regarding delinquent accounts internally (Sales) & externally (Customers).</p><p>• Conducts, or assists third parties in conducting, skip-tracing according to established practices.</p><p>• Negotiates with customers to amend repayment terms, as appropriate.</p><p>• Recommends legal action for specific accounts and follows through as necessary.</p><p>• Communicates the status of delinquent accounts to the Senior Credit & Collection Manager or other appropriate personnel.</p><p>• Initiates repossession steps when authorized; maintains thorough records of actions taken in repossession and selling.</p><p>• Contacts creditors and consults attorneys as needed for settlements on bankrupt accounts.</p><p>• Reviews accounts and recommends for charge-off as appropriate; supervises approved accounts’ charge-off procedure and reports it to credit reporting agencies..</p><p><br></p><p>What You Will Bring</p><p>• Excellent verbal and written communication skills.</p><p>• Proficient in Microsoft Office Suite or related software, customer relations software, AS400 and Microsoft D365.</p><p>• Knowledge of both secured and unsecured debt. </p><p>• Basic understanding of applicable state and federal collection laws including the Fair Debt Collection Practices Act and the Fair Credit Reporting Act.</p><p>• Associate’s degree in finance required; Bachelor’s degree preferred.</p><p>• At least five years of experience in collection and credit work, with at least one in a supervisory or managerial position.</p><p>• At least 3 years’ experience with liens as it pertains to GM/Contractors</p><p><br></p><p><br></p>
We are seeking a Chief Credit Officer to join our team in College Station, Texas. In this role, you will be tasked with the oversight and management of our credit administration, compliance, collections, and credit analysis functions. This position is instrumental in maintaining the integrity of our loan portfolio and preventing loan losses.<br><br>Responsibilities:<br><br>• Oversee and manage the credit administration, compliance, collections, and credit analysis functions.<br>• Review and manage financial institution loan policy and procedures to prevent loan losses.<br>• Oversee the full range of manager duties for the Credit Administration.<br>• Conduct analyses on all large loans and aggregate lending.<br>• Ensure the policy and procedure of the loan portfolio are effectively managed.<br>• Monitor and manage a team of credit officers.<br>• Handle customer inquiries and resolve any issues efficiently.<br>• Process customer credit applications accurately.<br>• Maintain accurate records of customer credit.<br>• Monitor customer accounts and take appropriate action when necessary.
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.</p><p>• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.</p><p>• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.</p><p>• Engage with external partners to guarantee timely and high-quality deliverables.</p><p>• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.</p><p>• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.</p><p>• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.</p><p>• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.</p>
<p>We are in search of a Sr. Financial Analyst to join our detail-oriented services team in Houston, Texas, United States. As a Sr. Financial Analyst, your role will involve gathering and analyzing financial information, preparing comprehensive financial reports, and ensuring the accuracy of our financial records. Your role will also involve coordinating the preparation of our monthly financial package and assisting with the implementation and upkeep of internal controls.</p><p><br></p><p>Responsibilities:</p><p>• Gather and analyze financial data to identify trends and provide insightful explanations</p><p>• Prepare and submit complex journal entries, ensuring all necessary data is collected and costs are accurately analyzed or allocated</p><p>• Analyze general ledger accounts to verify accuracy and ensure proper accruals in accrual accounts</p><p>• Conduct monthly and quarterly account reconciliations, providing thorough support and analysis</p><p>• Coordinate the preparation of the monthly financial package, reviewing for accuracy</p><p>• Participate in monthly financial meetings to discuss and review financial reports</p><p>• Assist in the preparation of annual budgets for the risk management insurance program</p><p>• Track and resolve issues within the department and in partnership with other groups</p><p>• Recommend changes, updates, and processes for continuous improvement in areas of responsibility</p><p>• Assist with the execution, maintenance, and application of internal controls to ensure compliance with business systems, accounting functions, and auditing processes.</p><p><br></p><p>For immediate consideration, contact Mark, [email protected]</p>
<p>The Senior Investment Operations Analyst will play a key role in supporting a significant portfolio of assets spanning various complex investment classes, including illiquid credit, asset-backed securities, and real assets. This position emphasizes developing a strong understanding of these asset classes and leveraging technology to streamline processes and improve operational efficiencies. </p><p><br></p><p>Utilizing tools like VBA to automate workflows and create metrics, the analyst will identify areas for improvement within asset management systems and processes. </p>
<p><strong>Job Title</strong>: Data & Financial Operations Analyst </p><p><strong>Location</strong>: Santa Fe Springs </p><p><strong>About Our Client:</strong> Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions. </p><p><br></p><p><strong>What You’ll Do: </strong></p><ul><li>Master the Numbers: Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth. </li><li>Build Powerful Dashboards: Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends. </li><li>Deliver High-Impact Reports: Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases. </li><li>Dig Deep: Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps. </li><li>Ensure Financial Precision: Review credit card statements and GL-coded entries for accuracy, compliance, and cost control. </li><li>Protect Profitability: Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations. </li><li>Elevate Insights: Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Description</strong></p><ul><li>Review and process new client account opening documentation and maintain existing accounts in a timely manner, ensuring accuracy and reducing exceptions in the Onboarding and Exception Logs.</li><li>Ensure compliance with the Bank’s Policies and Procedures within the Documentation Department to achieve satisfactory ratings from regulators and internal auditors.</li><li>Maintain clear and concise program schedules, meeting established goals and timelines.</li><li>Coordinate and complete training schedules for assigned departments and internal clients, promoting awareness and adherence to Compliance and Risk Policies.</li><li>Support and strengthen the organization’s Compliance Culture by emphasizing the importance and growing complexity of compliance requirements.</li></ul><p><br></p>
<p>Robert Half is partnering with a construction client the Denver area on a Financial Analyst opening. The Financial Analyst reports to the Controller of this company. <strong> </strong></p><p>The Financial Analyst will play a key role in supporting financial operations for a growing construction company. This position is responsible for analyzing project financials, monitoring Work-In-Progress (WIP) schedules, implementing cost controls, and providing timely reporting to management. The ideal candidate has experience in construction accounting, strong analytical skills, and proficiency with SAP software.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain <strong>Work-In-Progress (WIP) reports</strong>, ensuring accurate revenue recognition and forecasting.</li><li>Partner with Project Managers to provide <strong>financial insights on project performance</strong>, including budgets, actuals, variances, and projections.</li><li>Monitor and analyze <strong>job cost reports</strong>, ensuring proper coding of labor, materials, subcontractor, and overhead costs.</li><li>Support monthly, quarterly, and year-end <strong>financial close processes</strong>, including journal entries, reconciliations, and reporting.</li><li>Assist with development and implementation of <strong>cost control processes</strong> to improve project profitability.</li><li>Work with operations and finance teams to streamline reporting in <strong>SAP</strong> and ensure accuracy of project data.</li><li>Provide financial modeling, forecasting, and ad hoc analysis to support management decision-making.</li><li>Ensure compliance with company policies, internal controls, and industry accounting standards.</li></ul><p>This role is 100% in office. </p><p><br></p>
<p>For immediate consideration, please see Tony Bilden's Linked In contact info:</p><p><br></p><p>We are looking for an experienced Financial Analyst to join our team in Houston, Texas. The ideal candidate will play a crucial role in supporting financial decision-making through detailed analysis, reporting, and forecasting. This position is perfect for someone who thrives in a fast-paced environment and excels at interpreting complex financial data.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models to support strategic planning and decision-making.</p><p>• Perform variance analysis to identify trends and discrepancies in financial performance.</p><p>• Collaborate with cross-functional teams to streamline budgeting and forecasting processes.</p><p>• Utilize NetSuite and other financial systems to generate accurate and timely reports.</p><p>• Prepare detailed financial reports using technology tools to inform stakeholders.</p><p>• Assist in the development and execution of long-term financial strategies.</p><p>• Conduct in-depth financial planning and analysis (FP& A) to evaluate business performance.</p><p>• Ensure compliance with internal and external financial policies and regulations.</p><p>• Provide actionable insights to improve operational efficiency and profitability.</p><p>• Analyze data to support investment decisions and business growth opportunities.</p>
<p><strong>Robert Half has partnered with a manufacturing company in Greeley in search of a Sr. Financial Analyst! The Sr. Financial Analyst position is paying $85,000-$100,000!</strong></p><p><br></p><p><strong>The Sr. Financial Analyst position will be responsible for the following: </strong></p><ul><li>Develop and manage sophisticated financial models for income statements, balance sheets, and cash flow statements to support forecasting, budgeting, and strategic planning efforts.</li><li>Lead specialized financial analyses, including organizational assessments, scenario modeling, and crafting detailed business cases.</li><li>Perform variance analyses to identify trends in financial performance and recommend actionable strategies.</li><li>Collaborate with department leaders to gather critical inputs and ensure alignment on planning assumptions.</li><li>Evaluate actual financial results against forecasts, budgets, and prior years to deliver meaningful insights.</li><li>Simplify complex datasets into clear, actionable summaries for leadership while maintaining precision and accuracy.</li><li>Work closely with cross-functional teams to understand business processes and provide analytical support for strategic initiatives.</li><li>Generate custom reports and conduct ad hoc analyses to address dynamic business needs.</li></ul><p><strong>Requirements for the Sr. Financial Analyst include:</strong></p><ul><li>Bachelor's Degree in Finance, Accounting, or Business</li><li>2+ years of financial analysis experience</li><li>Power BI experience is preferred, but not required </li></ul><p><strong>If you're interested in the Sr. Financial Analyst position, please click "Apply Now" below! </strong></p>
We are looking for a Senior Investment Analyst to join our team in Pleasant Prairie, Wisconsin. This role focuses on conservative investment strategies, emphasizing capital preservation, risk management, and stable long-term returns. You will play a key role in evaluating market trends, conducting in-depth financial analyses, and supporting portfolio management to align with client objectives.<br><br>Responsibilities:<br>• Conduct detailed financial analysis, modeling, and valuation of a variety of assets, including equities, fixed income securities, and alternative investments.<br>• Monitor macroeconomic trends, market conditions, and regulatory changes to inform conservative investment strategies.<br>• Perform comprehensive due diligence on current and prospective investments, prioritizing low-risk and income-generating opportunities.<br>• Assist portfolio managers in building and maintaining portfolios that emphasize stability, liquidity, and long-term wealth preservation.<br>• Prepare in-depth investment reports, recommendations, and presentations for internal committees and clients.<br>• Assess credit quality, interest rate exposure, and risk-adjusted performance in fixed income and cash management vehicles.<br>• Collaborate with senior leaders to refine investment policies, asset allocation models, and compliance frameworks for conservative portfolios.<br>• Provide guidance to entry-level analysts, fostering a culture of disciplined research and prudent decision-making.
