<p>Reputable, financial services firm seeks a Portfolio Assistant with proven expertise handling investments and financial models. This role will involve, overseeing trade transactions, account reconciliations, preparing client annual reviews, managing portfolio performance, leading a team of accounting professionals, managing the month close process, coordinating annual audits, identifying and resolving discrepancies, and interface with regulatory agencies as necessary. The ideal Portfolio Assistant for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of industry trends and compliance updates.</p><p><br></p><p>Primary Responsibilities</p><p>· Analyzing financial reports</p><p>· Monitoring internal/external investments</p><p>· Account Reconciliation</p><p>· Portfolio Management</p><p>· Assist with the annual audit process</p><p>· Supervise reconciliation of investment portfolios</p><p>· Gather treasury filings as needed</p><p>· Technology Utilization</p><p>· Maintain strong client relationships</p><p>· Risk Management</p>
<p>We are looking for an experienced <strong>Senior Project Accountant</strong> to join our team on a<strong> contract basis</strong> in Dallas, Texas. The ideal candidate will bring expertise in project accounting processes, cash flow management, and audit preparation. This role involves advanced financial analysis and reconciliation tasks, supporting critical month-end close activities. This is 100% remote. </p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain cash flow templates to support audit processes and financial planning.</p><p>• Perform detailed cash flow roll-forward analysis to ensure accuracy and compliance.</p><p>• Track all project-related costs, including labor, materials, and overhead. </p><p>• Handle month-end close procedures, including preparation and reconciliation of financial statements.</p><p>• Conduct thorough balance sheet reconciliations to verify financial integrity.</p><p>• Execute cash reconciliations and monitor bank transactions for accuracy.</p><p>• Prepare and analyze journal entries to maintain the accuracy of the general ledger.</p><p>• Collaborate with internal and external auditors to facilitate audit processes.</p><p>• Utilize advanced Microsoft Excel skills to analyze financial data and create reports.</p><p>• Support accounting operations by applying knowledge of <strong>Sage Intacct </strong>and other financial systems.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
We are looking for a skilled and experienced Controller to join our team in Jonesboro, Arkansas. This role involves overseeing various accounting functions, ensuring compliance with regulatory standards, and providing financial insights to support decision-making. As a key leader in the finance department, you will manage staff, maintain internal controls, and contribute to the growth and efficiency of the organization.<br><br>Responsibilities:<br>• Supervise general accounting, cost accounting, payroll, accounts payable, and accounts receivable operations.<br>• Ensure financial activities align with company policies and regulatory requirements.<br>• Lead the month-end and year-end closing processes to ensure timely and accurate reporting.<br>• Manage and mentor accounting team members, fostering growth and development.<br>• Analyze financial data to provide actionable insights for budgeting and strategic planning.<br>• Coordinate audits with external auditors and ensure all necessary documentation is prepared.<br>• Strengthen internal controls and enhance accounting procedures to improve efficiency.<br>• Oversee fixed asset accounting and track capital expenditures with precision.<br>• Collaborate with the finance department on tax filings, treasury activities, and compliance reporting.<br>• Act as a liaison between internal teams and external partners to resolve system-related issues and ensure proper data management.
<p>Lisa Cole with Robert Half is partnering with a growing organization committed to financial integrity, operational excellence, and continuous improvement. They are looking to hire an <strong>Assistant Controller</strong> with strong public accounting (CPA Audit) roots, a deep understanding of GAAP, and a proven ability to lead and develop high-performing teams. This position is requiring public accounting experience ideally with a Big 4 or large CPA firm, be a CPA or CPA candidate and have 2 years experience working on a corporate accounting team in a leadership position. If you meet these requirements, please call Lisa Cole at 916-649-0832 or send your resume directly through LinkedIn. </p><p><br></p><p><strong>Position Overview:</strong></p><p>As Assistant Controller, you’ll play a key role in maintaining the integrity of our financial accounting processes and reporting. This hands-on leadership position will manage the day-to-day accounting operations, month-end close, and internal controls while supporting the Controller in shaping financial strategy. Ideal candidates will have a hybrid background in public accounting and industry, strong technical acumen, and demonstrated experience managing both people and processes in a dynamic environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee and execute the month-end and year-end close processes, ensuring accuracy, timeliness, and compliance with US GAAP.</li><li>Manage general ledger activity including journal entries, account reconciliations, accruals, and reserves.</li><li>Support the preparation of internal and external financial reports, including balance sheets, income statements, and compliance filings.</li><li>Lead accounts payable and accounts receivable functions, ensuring correct coding, timely collections, and accurate reconciliations.</li><li>Assist with financial statement audits, property and sales tax filings, and regulatory submissions.</li><li>Guide the implementation and improvement of accounting systems, internal controls, and financial policies as the company grows and enters new states.</li><li>Partner with cross-functional leaders on budgeting, forecasting, and ad hoc financial analyses to support strategic decision-making.</li><li>Mentor and supervise a high-performing accounting team, including hiring, onboarding, coaching, and performance management.</li><li>Maintain a forward-looking, problem-solving mindset to adapt processes and priorities in a changing environment.</li></ul><p><br></p>
<p>Robert Half is looking for a skilled Financial Analyst to join our client in the western suburbs. This role is ideal for someone with strong attention to detail and analytical abilities who can support financial decision-making and strategic planning. The successful candidate will play a key part in preparing and analyzing financial reports, forecasting, and providing actionable insights to drive business performance.</p><p><br></p><p>Responsibilities:</p><p>• Generate detailed monthly, quarterly, and annual financial reports and presentations tailored for management review.</p><p>• Build and refine financial models to project revenue, expenses, and overall profitability.</p><p>• Evaluate financial performance by comparing actual results to budgets, forecasts, and prior periods.</p><p>• Facilitate the budgeting and annual planning processes across various departments.</p><p>• Perform variance analysis to identify trends and explain performance outcomes.</p><p>• Highlight financial risks and opportunities, ensuring management is informed of potential impacts.</p><p>• Support cash flow forecasting and contribute to efficient working capital management.</p><p>• Develop scenario models and business cases to aid strategic initiatives and decision-making.</p><p>• Collaborate with accounting and operations teams to maintain accurate and consistent financial data.</p><p>• Create ad-hoc reports and analyses to address specific inquiries from leadership.</p><p><br></p><p>This position offers a salary range of $95,000-$105,000 and comes with a complete benefits package to include Health, dental, and vision insurance, a generous paid time off and holiday policy and professional development opportunities.</p><p><br></p><p>If interested, please contact Brian Keating at 331-264-5688.</p>
We are looking for a dedicated and meticulous Assistant Controller to join our financial team in Sugar Land, Texas. In this role, you will support the Financial Controller by overseeing essential accounting operations, ensuring accuracy in financial reporting, and maintaining compliance with regulatory standards. This is a great opportunity to contribute to a dynamic organization and help drive improvements in financial processes.<br><br>Responsibilities:<br>• Prepare and review consolidated financial statements to ensure compliance with regulatory and organizational standards.<br>• Collaborate with internal and external auditors by providing accurate and timely documentation during audits.<br>• Monitor and strengthen internal controls to maintain compliance with Sarbanes-Oxley regulations.<br>• Manage the month-end, quarter-end, and year-end close processes, including preparing journal entries and performing account reconciliations.<br>• Deliver accurate financial results and variance analyses to senior management within established deadlines.<br>• Assist in developing budgets and forecasts, analyzing trends, and identifying variances to provide actionable insights.<br>• Supervise and mentor accounting team members to foster growth and ensure high-quality work.<br>• Promote collaboration within the team to enhance efficiency and knowledge-sharing across accounting functions.<br>• Lead process improvements to optimize reporting accuracy and operational performance.<br>• Support the implementation and maintenance of financial systems and tools to enhance operational efficiency.
We are looking for a detail-oriented Controller to manage all aspects of financial operations within our manufacturing facilities in Sanborn, New York. This role requires an experienced individual with a deep understanding of accounting practices, internal controls, and financial compliance. The ideal candidate will play a critical role in safeguarding company assets, ensuring accurate financial reporting, and optimizing financial processes.<br><br>Responsibilities:<br>• Oversee all accounting functions, including accounts payable, accounts receivable, general ledger, purchasing, receiving, production, and inventory control.<br>• Validate the accuracy of profit and loss statements and balance sheet accounts.<br>• Develop and document financial procedures to maintain compliance and ensure robust internal controls.<br>• Manage and safeguard company assets through regular cycle counts, periodic physical inventories, and fixed asset controls.<br>• Monitor fixed assets, ensure proper coding for capital purchases, and maintain accurate records in the fixed asset system.<br>• Track and oversee capital project spending, ensuring timely closure of completed projects.<br>• Calculate annual plant overhead rates to support budgetary planning and cost management.<br>• Coordinate and execute month-end close processes, including journal entries, financial statement preparation, and report generation.<br>• Ensure the accuracy and integrity of financial data within the organization's systems.
<p>We are looking for a highly skilled Controller to oversee accounting operations across multiple locations. This leadership role involves managing financial processes, developing procedures, and ensuring accurate reporting while collaborating with corporate and operational teams.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage all accounting functions for four locations, ensuring consistency and accuracy.</p><p>• Develop and implement processes for accounts payable (AP) and accounts receivable (AR) to improve efficiency and reliability.</p><p>• Perform monthly reviews of income statements and balance sheets, preparing detailed reconciliation workbooks.</p><p>• Collaborate with corporate accounting teams to streamline data and ensure uniformity across systems.</p><p>• Provide financial insights and support to the Operational Manager, addressing questions and reviewing reports.</p><p>• Document accounting procedures and workflows to maintain clarity and compliance.</p><p>• Assist in audit preparation by gathering necessary documentation and responding to inquiries.</p><p>• Organize and clean up billing processes while ensuring timely bank reconciliations.</p><p>• Utilize technology and accounting systems to extract, analyze, and present financial data effectively.</p><p>• Act as a hands-on manager, balancing strategic oversight with operational involvement.</p>
We are looking for a detail-oriented Accounting Analyst to join our dynamic team in Fishkill, New York. The ideal candidate will play a critical role in analyzing financial data, preparing accurate reports, and ensuring compliance with accounting standards. This position offers an opportunity to collaborate with various teams and contribute to strategic financial planning.<br><br>Responsibilities:<br>• Analyze financial data to detect trends, variances, and areas for improvement.<br>• Prepare, review, and reconcile financial statements to ensure compliance with established accounting principles.<br>• Assist in developing budgets, forecasts, and financial models to support strategic decision-making.<br>• Monitor performance metrics and provide actionable insights to senior management.<br>• Collaborate with multiple departments to resolve financial discrepancies and improve processes.<br>• Maintain and enhance financial reporting systems and dashboards for internal use.<br>• Support month-end, quarter-end, and year-end closing activities, ensuring accuracy and timeliness.<br>• Conduct ad-hoc financial analyses and generate reports to address specific business needs.<br>• Ensure compliance with corporate tax regulations, including preparation of corporate tax returns and sales tax filings.<br>• Record and review journal entries to maintain an accurate general ledger.
<p><strong>Senior Business Analyst (Hyperion Expert)</strong></p><p><br></p><p><strong>Overview</strong></p><p>We are seeking a <strong>Senior Business Analyst</strong> with deep expertise in <strong>Oracle Hyperion</strong> to join our FP& A team. This individual will not only act as a technical expert but also as a strategic thought partner—helping evolve our financial systems and processes to align with the next generation of analytics, automation, and AI-driven insights.</p><p>The ideal candidate is more than just a “doer”—they are a <strong>visionary</strong> who understands where financial technology is heading, can mentor others, and proactively implement scalable solutions that address both current and future business challenges.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>Hyperion subject matter expert</strong>, leading optimization, administration, and user enablement across the organization.</li><li>Act as a <strong>strategic partner</strong> to Finance leadership to improve forecasting accuracy, budgeting efficiency, and reporting automation.</li><li>Lead the design and implementation of <strong>Hyperion enhancements</strong> and integrations with Oracle ERP and other financial systems.</li><li>Manage the <strong>entire project lifecycle</strong>—from requirements gathering and documentation to delivery and stakeholder sign-off.</li><li>Collaborate with IT, Finance, and Data teams to integrate <strong>AI/LLM (Large Language Model)</strong>-driven insights and automation into financial forecasting tools over the next 1–2 years.</li><li>Utilize <strong>Jira</strong> to manage sprint planning, backlog prioritization, and cross-functional project tracking.</li><li>Develop and maintain advanced <strong>Excel models</strong> and financial dashboards to support FP& A analysis and decision-making.</li><li>Translate business needs into functional requirements, ensuring alignment between Finance and Technology teams.</li><li>Provide <strong>training and mentorship</strong> to business and technical users on Hyperion best practices, automation tools, and process improvements.</li></ul><p><br></p>
We are looking for an experienced Accounts Payable Specialist to join our team in Amelia, Ohio. This contract position involves managing vendor accounts, processing payments, and supporting financial operations within the organization. Ideal candidates will have strong expertise in accounts payable processes and a commitment to maintaining accuracy and compliance.<br><br>Responsibilities:<br>• Handle vendor onboarding, including setup, approvals, and updates to ensure accurate account management.<br>• Process vendor invoices, including regular payments, electronic transfers, intercompany transactions, and expense reports submitted through Concur.<br>• Address inquiries from business partners and provide timely resolutions to support their needs.<br>• Conduct research and prepare analytics as needed to assist with financial decision-making.<br>• Act as a subject matter expert to support and implement process improvement initiatives.<br>• Review accounts payable checks to verify accuracy prior to distribution.<br>• Ensure compliance with governmental filing requirements and maintain accurate documentation.<br>• Monitor adherence to internal controls and document accounting processes and applicable guidance.<br>• Expand knowledge of insurance and accounting practices through continuous training and development opportunities.
We are looking for an experienced Paralegal to join our dynamic team in Dallas, Texas, on a Contract to permanent basis. This role requires a detail-oriented individual with a strong background in litigation and trial support, particularly within financial services, complex plaintiff litigation, and bankruptcy cases. The ideal candidate will thrive in a fast-paced environment and possess advanced technical skills to support attorneys effectively.<br><br>Responsibilities:<br>• Collaborate with attorneys, clients, and other legal professionals to manage case-related tasks and ensure project goals are met.<br>• Draft, revise, and file legal documents, including pleadings, motions, affidavits, and interrogatories, in compliance with court procedures.<br>• Conduct thorough research and analysis of statutes, regulations, judicial decisions, and legal articles, providing detailed summaries and reports.<br>• Interview clients and witnesses, preparing comprehensive statements and summaries to assist in case development.<br>• Organize, maintain, and retrieve case files, including evidence, exhibits, depositions, and other trial-related materials.<br>• Assist attorneys with trial preparation, including drafting trial documents, coordinating schedules, and attending hearings when required.<br>• Manage calendaring and deadlines to ensure timely filings and compliance with court requirements.<br>• Utilize software tools such as Office 365 Suite, Trial Director, and Adobe, as well as preferred systems like Clio, NetDocuments, and Slack, to streamline case management.<br>• Maintain accurate records of billable hours and case-related expenses.<br>• Support attorneys in e-filing processes at federal, state, and county levels.
<p><strong>Accounts Payable Specialist</strong></p><p><strong>Location:</strong> Columbia, Pennsylvania</p><p><strong>Job Type:</strong> Long-Term Contract</p><p><br></p><p>We are seeking an experienced Accounts Payable Specialist to join our team in Columbia, Pennsylvania. This long-term contract opportunity is perfect for someone with a solid background in accounts payable, excellent attention to detail, and proficiency in automated systems such as Medius. You will play a vital role in ensuring the organization’s financial operations run smoothly and accurately.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process and verify invoices, ensuring proper coding, timely payment, and compliance with company policies.</li><li>Utilize <strong>Medius</strong> and other automation tools to streamline accounts payable workflows and enhance efficiency.</li><li>Manage account coding while maintaining accurate records for all financial transactions.</li><li>Handle <strong>Automated Clearing House (ACH)</strong> payments and oversee check runs.</li><li>Collaborate with internal teams to resolve discrepancies and ensure accurate payment processing.</li><li>Monitor accounts payable workflows to maintain efficient and error-free operations.</li><li>Provide support during audits by preparing and organizing accurate documentation.</li><li>Stay up-to-date on the latest accounts payable procedures, automation tools, and compliance regulations.</li><li>Assist in improving processes by leveraging the capabilities of Medius and other financial systems.</li></ul><p>If interested, please send resume to Marcella @ marcella.pachuilo@roberthalf com</p>
<p>Are you an experienced Accounts Payable Professional looking for new opportunities in the Asheville area? We’re seeking motivated individuals to join a dynamic team where your skills in managing and processing financial transactions will make a difference in ensuring accuracy and efficiency in accounts payable operations.</p><p><br></p><p>As an Accounts Payable professional, you’ll play a crucial role in:</p><ul><li>Invoice Management: Reviewing, verifying, and processing invoices for payment while ensuring compliance with company policies and procedures.</li><li>Payment Processing: Ensuring vendors and creditors are paid promptly through various payment methods to maintain strong business relationships.</li><li>Reconciliation: Collaborating with the accounting team to monitor and balance ledgers for accuracy, identify discrepancies, and resolve them promptly.</li><li>Vendor Communication: Responding to vendor inquiries in a professional manner and addressing invoice disputes or payment delays.</li></ul>
<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><p>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</p><p>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</p><p>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</p><p>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</p><p>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</p><p>Support ad-hoc analysis and assist in process improvement initiatives.</p><p><strong>Qualifications</strong></p><p><strong>1–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</p><p><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</p><p>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</p><p>Prior experience with <strong>structured securities products</strong> is advantageous.</p><p>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</p><p>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</p><p><br></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p>
<p>We are looking for an Entry Level Accountant to join a team in Dover, Delaware. This Contract-to-Permanent position offers the opportunity to contribute to critical accounting operations while working closely with various financial teams. The ideal candidate will bring expertise in general ledger functions, reconciliation processes, and financial transaction management to ensure accuracy and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Perform general ledger accounting tasks, including account analysis, reconciliations, invoicing, and recording financial transactions for student-related bank accounts.</p><p>• Conduct daily, weekly, monthly, and annual reconciliation procedures to ensure accurate posting to accounts and ledgers.</p><p>• Process financial transactions using the State of Delaware’s financial systems (First State Financials).</p><p>• Develop, review, and implement internal controls to ensure proper charging and accounting of transactions in alignment with University and State standards.</p><p>• Address inquiries and resolve issues related to general ledger accounts promptly and effectively.</p><p>• Act as a technical resource for finance team members and provide support to the Cashier’s Office during peak periods or staff absences.</p><p>• Offer guidance, training, and assistance to less-experienced staff and student employees.</p><p>• Handle additional accounting, administrative support, and customer service duties as assigned.</p>
<p>Financial Services company seeks an Executive Assistant with prior experience working within a financial institution supporting executives. This Executive Assistant will provide a high-level of administrative support while preparing correspondence/reports/presentations, maintaining executive schedules, screening and prioritizing emails/calls/requests, managing expense reports, coordinating logistics for meetings/events/conferences, and supporting project management efforts by tracking deadlines, deliverables, and progress. The ideal candidate for this role should have proven experience supporting basic accounting activities, outstanding organizational and interpersonal skills, excellent time management abilities and have advanced knowledge of Microsoft Office Suite applications.</p><p> </p><p>What you get to do daily</p><p>· Coordinate executive communications</p><p>· Prepare internal and external corporate documents</p><p>· Calendar Management</p><p>· Prepare weekly reports</p><p>· Draft meeting agendas</p><p>· Distribute incoming mail/packages</p><p>· Travel Arrangements</p><p>· Order and maintain inventory of office supplies</p><p>· Assist with property management activities</p><p>· Benefit Administration</p><p>· Assist with accounts payable/receivable transactions</p><p>· Special errands as needed</p>
<p>*Email brendan.steele@rht(.com) for consideration*</p><p><br></p><p>Robert Half (Technology Solutions) is searching for a VMware Storage Engineer (vSAN Expert) with a background in VMware, vSphere, vSAN, SAN, vRealize Automation, PowerShell, Veeam / Cohesity, etc. If this sounds like your background, then this VMware Storage Engineer (vSAN Expert) role is for you. For this opportunity, you will work in the Woodland Hills, CA area.</p><p><br></p><p><strong>Position</strong>: VMware Storage Engineer (vSAN Expert)</p><p><strong>Hours/Duration</strong>: 40 hrs/wk, M-F, FTE</p><p><strong>Top Skills</strong>: VMware, vSphere, vSAN, SAN, vRealize Automation, PowerShell, Veeam / Cohesity, </p><p><strong>Onsite/Remote</strong>: <em>Remote or Hybrid in LA</em></p><p><strong>Company: </strong>Financial Services</p><p><br></p><p>We are looking to present candidates immediately and this VMware Engineer / Storage Engineer (vSAN Expert) position will not be open long. You can apply for this position today by sending your resume to Brendan.Steele@rht(.com) or texting me at (310) 905-6878 (email text-line). You can also connect with me on LinkedIn at (linkedin/in/brendan-steele-177770101/).</p><p><br></p><p><strong>Job Scope / Notes:</strong></p><ul><li>Seeking a highly motivated VMware / Storage Engineer who is responsible for designing, implementation, automating, and supporting an enterprise storage and virtual infrastructure.</li><li>This is a unique opportunity to join a new & growing team responsible for transforming firm’s technology stack.</li><li>Must already have hands-on experience automating, administrating, implementing, and supporting medium to large enterprise vSAN infrastructure.</li><li>Manage and run vSAN platform after implementation/tune-up</li><li>Must have excellent understanding of VMware and Storage solutions.</li><li>Must have excellent client facing skills and be able to articulate technical issues.</li></ul><p><br></p>
<p><strong>Associate – Client Services Accounting</strong></p><p>Are you a detail-driven accounting professional looking to make a meaningful impact in a collaborative, mission-focused environment? Join a dynamic team that supports high-net-worth, multigenerational clients through exceptional financial services and strategic guidance.</p><p><br></p><p>This is a unique opportunity to grow your career in a role that blends technical accounting, client service, and cross-functional collaboration. You’ll be part of a close-knit team that values excellence, innovation, and integrity—while contributing to a purpose-driven organization that prioritizes long-term relationships and community impact.</p><p><br></p><p><strong>About the Role</strong></p><p>As an Associate in the Client Services Accounting team, you’ll play a vital role in delivering accurate, timely, and confidential financial support. You’ll manage day-to-day transactions, prepare financial reports, and partner with internal teams to provide comprehensive insights and solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and journal entries.</li><li>Prepare quarterly financial statements and cash forecasts.</li><li>Analyze bank, brokerage, credit card, and other balance sheet accounts.</li><li>Review investment valuations, loans, and other financial data for reporting.</li><li>Interface directly with clients, estate managers, and vendors to manage payments and respond to inquiries.</li><li>Collaborate with internal teams on client reporting and strategic initiatives.</li><li>Maintain compliance with regulatory standards and internal policies.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Delivering accurate and timely financial support with discretion and professionalism.</li><li>Building trusted relationships with clients and internal partners.</li><li>Contributing ideas to improve service delivery and operational efficiency.</li><li>Supporting teammates and fostering a culture of learning and innovation.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive compensation based on experience and education.</li><li>Comprehensive benefits including:</li><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual employer contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Volunteer time off, donation matching, and service awards</li><li>Education assistance and career development support</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>We are looking for a skilled Financial Data Analyst with expertise in Workday Financials to join our Irving client on a contract basis. This role is focused on ensuring the accuracy and integrity of accounts receivable data, supporting payroll reconciliation efforts, and resolving data integration challenges. </p><p><br></p><p>Responsibilities:</p><p>• Conduct a thorough cleanup of accounts receivable data to ensure accuracy and audit readiness.</p><p>• Validate invoice details, reconcile discrepancies, and align data with the general ledger.</p><p>• Analyze and correct credit memos, manual entries, and missing invoices to improve data quality.</p><p>• Troubleshoot and resolve issues within multiple integrations feeding into Workday Financials.</p><p>• Collaborate with teams to ensure seamless alignment of accounts receivable data flow and journal entries.</p><p>• Reconcile payroll data processed through Workday Payroll, addressing tax allocations and bonuses.</p><p>• Support the optimization of payroll tax processes for compliance and accuracy.</p><p>• Utilize Excel and advanced data analysis tools to manage large volumes of financial data.</p><p>• Generate reports and updates on data cleanup progress, discrepancies, and resolutions.</p><p>• Work cross-functionally with finance, payroll, and IT teams to address system and process challenges.</p>
<p><em>The salary range for this position is $150,000-$170,000 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>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Controller position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong><u>Job Description </u></strong></p><p>• Lead the financial close process and ensure the accuracy and integrity of the accounting records and financial systems.</p><p>• Ensure financial reports comply with GAAP</p><p>• Develop, review, and monitor budgets.</p><p>• Conduct financial forecasting and analyze variances between actuals and budget, providing actionable insights to management.</p><p>• Optimize cash management strategies and practices to maintain liquidity and solvency.</p><p>• Mentor the accounting team while fostering a culture of continuous improvement and professional development.</p><p> </p>
<p>We are seeking a detail-oriented and proactive Accounts Receivable Clerk to join our team in Columbia, Maryland. In this role, you will be responsible for cash and credit posting, account reconciliation, and collections, ensuring accurate financial records and efficient payment processing. The ideal candidate will have strong analytical and problem-solving skills, excellent communication abilities, and a commitment to maintaining precise and timely financial data.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately post manual and electronic cash receipts, credits, and account adjustments to customer accounts.</li><li>Monitor daily payments to ensure they are correctly applied in accordance with customer remittance details.</li><li>Maintain an organized daily deposit tracker to monitor incoming cash receipts and reconcile with bank deposits.</li><li>Identify and resolve discrepancies in cash receipt postings, escalating complex issues to leadership as needed.</li><li>Retrieve and review daily lockbox reports and images from the bank to ensure accuracy in financial records.</li><li>Reconcile daily cash receipts with bank records and promptly address any variances.</li><li>Communicate with customers to resolve payment disputes, clear outstanding receivables, and ensure compliance with credit control policies.</li><li>Monitor account balances to assess risk and determine appropriate actions, including credit holds or escalations.</li><li>Post account adjustments within approved thresholds and ensure all financial transactions are completed prior to monthly close.</li><li>Prioritize accounts for collections based on overdue amounts and aging, utilizing effective communication strategies to address payment issues.</li></ul><p><br></p>
<p>Our client is seeking an experienced grant accountant to manage and oversee the financials of grant-funded programs for a contract opportunity lasting approximately 2-4 months. The ideal candidate will ensure compliance with financial standards, guidelines, and regulations while supporting grant-related processes and responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare comprehensive budgets for grant applications in collaboration with grant writing teams.</li><li>Accurately translate grant budgets into the general ledger, ensuring alignment across fund types, departments, and object codes.</li><li>Partner with project management teams to oversee and record grant-related expenses accurately, efficiently, and in compliance with all applicable regulations.</li><li>Manage drawdown requests and record transactions in financial systems.</li><li>Monitor actuals versus budget and manage fund expenditures with a focus on accuracy, allowability, and funding compliance.</li><li>Reconcile grant-related accounts, address discrepancies, and maintain precise financial records.</li><li>Develop and maintain internal controls and accounting procedures for grant administration to ensure adherence to GAAP and regulations.</li><li>Generate aging reports for grant receivables, proactively resolve outstanding accounts, and monitor overall grant advancement and spend-down progress.</li><li>Review and approve grant-related purchase requisitions and expenditures, ensuring compliance with policies and funding rules.</li><li>Act as the financial representative during audits conducted by funding entities.</li><li>Assist in the preparation of year-end schedules, including grant-specific data for audits or compliance reports.</li></ul>
<p><em>The salary range for this position is $100,000-$110,000 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>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul><p><br></p>
