<p>Our client, a <strong>financial services organization</strong>, is seeking a detail-oriented and highly organized <strong>Data Entry Administrator</strong> to support their team in San Diego, California. This role is ideal for someone who enjoys working with detailed information, maintaining accurate records, and supporting administrative processes within a professional, service-driven environment. The successful candidate will handle sensitive information with discretion while ensuring data is entered and maintained accurately and efficiently.</p><p><strong>Responsibilities:</strong></p><ul><li>Accurately enter, update, and maintain client and account information within internal systems</li><li>Review documents and data for accuracy, completeness, and consistency</li><li>Process and organize financial and client documentation</li><li>Verify information and research discrepancies or missing data</li><li>Maintain accurate electronic records and databases</li><li>Assist with account setup, updates, and ongoing maintenance</li><li>Track documentation and follow up on outstanding information</li><li>Prepare spreadsheets, reports, and administrative documentation</li><li>Assist with compliance-related documentation and recordkeeping</li><li>Maintain confidentiality when handling sensitive financial and client information</li><li>Communicate with internal teams to obtain and verify required information</li><li>Provide general administrative support to the operations team as needed</li></ul><p><br></p>
<p><em>The salary range for this position is $90,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Lead structured Kaizen cycles focused on throughput, quality and risk reduction.</li><li>Apply relevant Process Management tools (e.g. Lean/Six Sigma tools such as VSM (Value Stream Mapping), SIPOC (Supplier, Input, Process, Output, Customer), 5 Whys, Ishikawa).</li><li>Perform process mining and time‑and‑motion analysis.</li><li>Identify root causes of rework, delays, documentation errors and funding bottlenecks.</li><li>Design and develop To‑Be processes including clear role definitions, handoffs, and service-level expectations. As minimum expected is inclusion of RACI (Responsible, Accountable, Consulted, Informed), SLAs and control points.</li><li>Analyze and document current (“as-is”) processes across all functions – e.g. origination, credit, operations, funding/treasury, and portfolio management.</li><li>Identify inefficiencies (benchmarking against other countries in the network, against the market), bottlenecks, error drivers, and compliance-related risks.</li><li>Support the creation and maintenance of standard operating procedures (SOPs), process maps, and work instructions.</li><li>Serve as the primary process interface between functions (e.g., IT, Risk, Operations, Finance).</li><li>Align process and system requirements with Group standards while ensuring local regulatory and operational needs are met.</li><li>Facilitate cross-functional workshops to align stakeholders on process changes, implementation steps, and responsibilities.</li><li>Translate business requirements into structured change requests for HQ IT teams, or external local providers.</li><li>Define functional requirements, expected outcomes, dependencies, acceptance criteria, and test scenarios.</li><li>Support prioritization of change requests and maintain transparency on timelines and delivery status.</li><li>Coordinate user acceptance testing (UAT) with local teams and document test results.</li><li>Ensure system enhancements support process design, reporting, compliance, and operational efficiency.</li><li>Monitor performance of external systems and service quality, maintaining communication and coordination with external providers (if such).</li><li>Translate gaps into OCR (Optical Character Recognition)/RPA (Robotic Process Automation) and workflow opportunities.</li><li>Build business cases with ROI and risk impact.</li><li>Define data quality rules and reporting requirements</li><li>Monitor and supervise process implementation across teams, ensuring adoption and operational consistency.</li><li>Track and manage implementation progress, risks, open issues, and mitigation actions.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain.</p><p><br></p><p>Responsibilities:</p><p>• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.</p><p>• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.</p><p>• Collaborate with external auditors to facilitate audits and reviews effectively.</p><p>• Participate in the preparation of presentations and proxy statements for stakeholders.</p><p>• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.</p><p>• Maintain compliance with SEC reporting requirements and ensure accurate documentation.</p><p>• Engage in actuarial and related discussions to support financial decision-making.</p><p>• Perform additional tasks as assigned to support the financial reporting team.A</p>
We are looking for a detail-oriented Financial Analyst to support private equity fund operations in Dallas, Texas. This role works closely with fund finance leadership to strengthen capital activity oversight, monitor investment results, and contribute to high-quality reporting for investors and internal stakeholders. The position offers a strong opportunity to deepen fund finance experience while providing analytical insight that supports sound financial decision-making.<br><br>Responsibilities:<br>• Prepare and review capital call and distribution calculations to support accurate and timely fund activity.<br>• Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership.<br>• Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors.<br>• Compile data and perform calculations that support investor presentations and other fund-related meetings.<br>• Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation.<br>• Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests.<br>• Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions.<br>• Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.
<p>We are looking for a detail-oriented Financial Analyst to join a successful financial services team in Grimes, Iowa with a company culture that is SECOND TO NONE! This position focuses on evaluating client financial information, uncovering meaningful trends, and supporting the development of personalized planning strategies. The ideal candidate brings strong analytical judgment, a solid understanding of financial documentation, and the ability to translate data into practical recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Examine financial information for existing and prospective clients to assess overall financial position and viability.</p><p>• Collect and evaluate documents such as financial statements, tax filings, and investment records to support accurate analysis.</p><p>• Interpret financial data to uncover trends, risks, and opportunities that may influence planning decisions.</p><p>• Contribute to the creation of tailored financial plans that align with client objectives and target timelines.</p><p>• Build and test financial models to compare scenarios and measure the potential impact of different strategies.</p><p>• Present analytical findings clearly so stakeholders can make informed financial decisions. </p>
<p>🚨 Iowa-Based Finance Professionals – Let’s Talk (100% Remote) 🚨</p><p>Are you currently in banking or credit union finance and thinking about what’s next—but not actively looking?</p><p>I’m partnering with a client on a unique, flexible opportunity that can be shaped around your strengths 👇</p><p>💼 What makes this role stand out:</p><p>✅ 100% remote (must reside in Iowa / Illinois)</p><p>✅ Flexible scope – not a “one-size-fits-all” position</p><p>✅ Ability to focus in Budgeting & Forecasting or CECL / Loan Loss Accounting</p><p>✅ Exposure to both month-end reporting and strategic initiatives</p><p>✅ Strong mix of structure + project-based work</p><p><br></p><p>📊 Two potential focus areas:</p><p>Budgeting & Forecasting (more independent ownership, planning-focused)</p><p>CECL / Loan Accounting (modeling, assumptions, regulatory reporting)</p><p><br></p><p>👤 Who this is perfect for:</p><p>Experience in a bank or credit union</p><p>Background in:</p><p>Financial reporting</p><p>Budgeting/forecasting</p><p>CECL or loan loss accounting</p><p><br></p><p>Someone who enjoys variety in their month—from structured reporting cycles to process improvement and long-term initiatives</p><p><br></p><p>💡 Whether you’re a Senior ready to flex across both areas or an Analyst looking to deepen your expertise, this team is open to aligning the role with your strengths.</p><p><br></p><p>📩 If you’re open to hearing more (confidentially), send me a message! </p>
<p><em>The salary range for this position is $100,000-$105,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><em>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </em></p><p><br></p><p><strong>Essential Duties and Responsibilities:</strong></p><p><em>The ideal candidate will leverage their analytical expertise and retail knowledge to provide actionable insights, manage financial reporting, and support business decision-making. This role requires a strong understanding of retail operations, financial planning, and accounting principles used in the retail industry.</em></p><ul><li>Complete various reports for accounting; itemize transactions on various reports into spreadsheets.</li><li>Conduct variance analysis on retail performance, identifying trends and opportunities for improvement.</li><li>Analyze sales, margins, and inventory to provide insights that drive profitability</li><li>Assist in preparing annual budgets and financial forecasts, aligning with retail goals.</li><li>Monitor retail department budgets to ensure adherence and highlight variances</li><li>Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.</li><li>Manage general ledger accounting and ensure compliance with GAAP</li><li>Reconcile accounts related to retail operations, including inventory and accounts payable.</li><li>Track and analyze key retail metrics such as inventory turnover, foot traffic, and basket size.</li><li>Utilize retail POS systems to extract and analyze data.</li><li>Identify and implement opportunities to streamline accounting and reporting processes.</li><li>Enhance retail reporting systems to improve data visibility for stakeholders</li><li>Accounts Receivable:</li><li> - Process and reconcile all customer invoices and payments.</li><li> - Research and resolve customer billing inquiries and disputes.</li><li> - Maintain accurate customer account records.</li><li> - Prepare and analyze monthly accounts receivable aging reports.</li><li> - Assist in the collection of outstanding debts.</li><li>Accounts Payable:</li><li> - Process and reconcile vendor invoices and payments.</li><li> - Maintain accurate vendor records.</li><li> - Prepare and analyze monthly accounts payable reports.</li><li> - Research and resolve vendor payment discrepancies.</li><li> - Assist with vendor relations.</li><li>Sales Tax:</li><li> - Prepare and file monthly/quarterly sales tax returns accurately and on time.</li><li> - Maintain accurate sales tax records and reconciliations.</li><li> - Research and stay updated on sales tax laws and regulations.</li><li> - Assist with audits and tax examinations.</li><li>Developing spreadsheet.</li></ul><p><br></p>
<p>We are looking for an IT Asset/Hardware Analyst to support enterprise hardware and asset management activities for an organization in Ft Myers. This Long-term Contract position is ideal for someone who can manage device inventories, support end-user technology needs, and work closely with technical and business teams. The role requires strong knowledge of desktop and laptop environments, a proactive approach to task ownership, and the ability to communicate effectively across multiple departments.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate records for hardware assets and software-related inventory across the enterprise environment.</p><p>• Support the deployment, tracking, and lifecycle management of desktop and laptop equipment used by employees and business teams.</p><p>• Partner with managers, technical staff, and end users to gather business and technical needs related to assigned asset and hardware requests.</p><p>• Use ticketing and service management platforms to document work, resolve requests, and ensure timely follow-up on support activities.</p><p>• Coordinate assigned initiatives and contribute to project-based work while balancing day-to-day operational responsibilities.</p><p>• Collaborate with colleagues across branch locations and departments such as sales, marketing, finance, customer support, and field services to address technology needs.</p><p>• Assist with software license tracking and compliance efforts to help maintain organized and reliable asset records.</p><p>• Provide user support for workplace technologies and applications, including Microsoft environments and common business productivity tools</p>
We are looking for an Enterprise Data Engineer to support enterprise-scale data integration and engineering initiatives for a life insurance organization in West Des Moines, Iowa. This Long-term Contract position is ideal for a technically strong individual who can build reliable data solutions, improve information flow across platforms, and partner with stakeholders to turn complex requirements into practical outcomes. The role combines hands-on engineering with solution design, with an emphasis on scalability, security, and data quality.<br><br>Responsibilities:<br>• Build and maintain robust data pipelines and integration workflows that support large-scale enterprise data movement and processing.<br>• Develop transformation logic and orchestration processes using tools such as dbt, Azure Data Factory, Azure Data Lake, and related cloud-based technologies.<br>• Connect Snowflake with internal platforms, cloud services, APIs, and reporting tools to enable dependable and efficient data exchange.<br>• Work closely with product owners, architects, and technical teams to convert business needs into well-structured data models and engineering solutions.<br>• Analyze functional and non-functional requirements to design data assets and workflows that align with operational and analytical objectives.<br>• Promote sound engineering practices by defining standards for development, governance, security, and maintainability across data solutions.<br>• Validate data processing outcomes through testing, issue investigation, and resolution of transformation or pipeline errors.<br>• Track performance, reliability, and cost metrics for pipelines and recommend enhancements that improve efficiency and stability.<br>• Evaluate emerging tools and architectural patterns that can strengthen enterprise data delivery and integration capabilities.
We are looking for an experienced Power BI Business Intelligence Engineer to join our team in Niceville, Florida. In this role, you will play a vital part in managing and enhancing our reporting and business intelligence platforms to provide actionable insights. Your expertise will drive data analysis, dashboard creation, and the development of solutions that support key business decisions.<br><br>Responsibilities:<br>• Oversee the company's reporting and business intelligence systems to ensure optimal performance and accuracy.<br>• Develop a deep understanding of the organization's business models, operations, and decision-making processes.<br>• Analyze data architecture and gather requirements from stakeholders to create tailored solutions.<br>• Build and manage data sources, models, and integrations for reporting and analytics purposes.<br>• Design and maintain dashboards and reports using enterprise business intelligence tools.<br>• Facilitate seamless data integration processes to retrieve, transform, and analyze datasets.<br>• Support leadership in creating management information and KPIs to drive data-driven decision-making.<br>• Ensure data quality and integrity across all business intelligence deliverables.<br>• Stay updated with the latest advancements in BI technologies, tools, and practices to recommend improvements.<br>• Document systems and processes comprehensively while adhering to governance, security, and privacy standards.
<p>We are seeking an experienced <strong>ERP Data Engineer</strong> to support and enhance enterprise data solutions that integrate critical business information across ERP platforms. This role will focus on designing, developing, and maintaining data pipelines, data models, reporting datasets, and integrations that enable high-quality analytics and business decision-making.</p><p>The ideal candidate will have experience working with ERP systems such as <strong>Oracle, SAP, Microsoft Dynamics 365, Workday, Infor, or NetSuite</strong>, along with strong SQL, ETL, and cloud data platform expertise.</p><p><br></p><p>Responsibilities</p><ul><li>Design, develop, and maintain data pipelines that extract, transform, and load ERP data into enterprise data warehouses and analytics platforms.</li><li>Build and optimize integrations between ERP systems and downstream applications.</li><li>Develop scalable data models to support reporting, analytics, forecasting, and operational decision-making.</li><li>Partner with business stakeholders, ERP teams, and analytics teams to understand reporting and data requirements.</li><li>Ensure data quality, validation, governance, and consistency across multiple systems.</li><li>Monitor and troubleshoot data integration processes and resolve data-related issues.</li><li>Support ERP implementations, upgrades, migrations, and data conversion efforts.</li><li>Create and maintain technical documentation, data mappings, and process flows.</li><li>Optimize database performance, ETL processes, and reporting datasets.</li><li>Support BI platforms including Power BI, Tableau, or similar analytics tools.</li></ul>
<p>100% Remote!! We are looking for an experienced Staff Data Platform Engineer to lead the design and long-term direction of a foundational data platform in San Francisco, California. In this role, you will shape how critical operational data is modeled, governed, and accessed to support automation in a highly regulated healthcare environment. You will combine architectural leadership with hands-on engineering to build reliable, scalable systems that enable product teams to move quickly while maintaining accuracy, performance, and audit readiness.</p><p><br></p><p>Responsibilities:</p><p>• Lead the architecture and ongoing refinement of core data structures, including business entities, system events, and traceable records for automated outcomes.</p><p>• Develop and maintain the platform services and storage layers that support AI-enabled workflows, ensuring data is both usable for decision-making and controlled for compliance needs.</p><p>• Create approaches for organizing, versioning, and retrieving domain knowledge so the platform can expand in capability as product needs evolve.</p><p>• Define stable data interfaces and platform APIs that allow engineering teams to build new functionality against dependable contracts.</p><p>• Improve scalability and system resilience to support rapid growth in users, workload volume, and transaction complexity.</p><p>• Partner with product and engineering leaders to set technical priorities, evaluate tradeoffs, and guide platform strategy.</p><p>• Write production-quality backend code and contribute directly to implementation across the data platform stack.</p><p>• Strengthen observability, testing, and data quality practices to protect integrity and support effective incident response.</p>
<p>A highly respected and entrepreneurial financial services organization is seeking a <strong>Senior Due Diligence Analyst</strong> to join its collaborative team. This is an excellent opportunity for an attorney or analytical professional looking to pursue a non-traditional career path outside of private practice while leveraging their legal, research, writing, and analytical skills in the alternative investments industry.</p><p>The organization provides independent research and due diligence on a broad range of alternative investment offerings and works closely with wealth management professionals to help them make informed investment decisions.</p><p><strong>About the Opportunity</strong></p><p>This role offers exposure to a variety of complex investment structures and alternative asset classes, including commercial real estate, private equity, private credit, energy investments, and other private market strategies. The successful candidate will work alongside a multidisciplinary team of experienced professionals and will play a key role in evaluating investment offerings, identifying risks, and communicating findings through detailed written analysis.</p><p><br></p><p>This position offers the opportunity to develop deep expertise in alternative investments while working in a collegial, business-focused environment that provides an alternative to the traditional law firm career track.</p><p><br></p><p>This is a unique opportunity for attorneys and other analytical professionals seeking to apply their skills in a sophisticated business environment focused on investment due diligence, research, and risk analysis.</p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct comprehensive due diligence reviews of alternative investment offerings.</li><li>Analyze offering memoranda, organizational documents, governance materials, financial information, third-party reports, and industry research.</li><li>Evaluate investment structures, underwriting assumptions, asset performance, and key transaction terms.</li><li>Identify, assess, and communicate material risks and other significant considerations.</li><li>Prepare detailed due diligence reports and written analyses for wealth management clients.</li><li>Manage multiple review projects simultaneously and oversee review timelines.</li><li>Perform quality control reviews of work completed by other team members.</li><li>Participate in client meetings, industry events, and other external-facing initiatives as needed.</li><li>Collaborate with colleagues across a variety of disciplines to support investment review efforts.</li></ul><p><br></p>