<p><strong>We're Hiring an Operations Manager!</strong></p><p> Join a <strong>leading manufacturing company</strong> in <strong>Orange, California</strong>, and play a pivotal role in shaping our operations for success! If you’re a hands-on leader with a passion for continuous improvement, quality control, and driving results, we want YOU to help lead our manufacturing team to new heights!</p><p><strong>What You'll Do:</strong></p><ul><li>Oversee all manufacturing processes to ensure alignment with plant forecasts and budget objectives.</li><li>Provide guidance on improving manufacturing processes and setting clear work instruction standards.</li><li>Ensure adherence to quality standards, meeting and exceeding customer requirements.</li><li>Collaborate with the scheduling team to optimize material flow for On-Time Delivery (OTD).</li><li>Lead lean and Six Sigma projects, improving operational efficiency and maximizing margins.</li><li>Develop and manage departmental capital and operating budgets.</li><li>Focus on continuous improvement in quality, cost, safety, yield, productivity, and delivery metrics.</li><li>Foster a positive work environment, maintaining strong employee relationships and a culture of growth.</li><li>Oversee staffing, training, and organizational structure of manufacturing personnel.</li><li>Make key decisions on operating methods, machinery, and equipment purchases.</li></ul><p>If you're ready to take charge of operations and lead a team to success, <strong>Call today</strong> and take the next step in your career with us! Let’s drive growth together! Please email your resume . If you're not currently working with anyone at Robert Half, please click call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013187533 or email resume to [email protected]</p>
<p>We are looking for a motivated and detail-oriented professional to join our team in Stamford, Connecticut as an Associate of Alternative Investments. This entry-level role offers an excellent opportunity to gain valuable experience in financial services, particularly in private equity and alternative investments, while supporting client service and operational functions. If you are eager to learn, enjoy problem-solving, and aspire to grow in a dynamic environment, this position is an ideal fit.</p><p><br></p><p>Responsibilities:</p><p>• Address client inquiries regarding account changes, transactions, tax documentation, and investor servicing.</p><p>• Process subscription and redemption requests, transfers, and account updates, including changes of address, advisor updates, estate and beneficiary transfers, and registration changes</p><p>• Collaborate with marketing and operations teams to maintain and update forms, applications, and communication materials.</p><p>• Ensure timely and accurate processing of client transactions within strict monthly and quarterly deadlines.</p><p>• Provide guidance on account-related concerns such as asset transfers, registration updates, and tax form availability.</p><p>• Assist in resolving client issues efficiently while maintaining high standards of service.</p><p>• Support the implementation and improvement of workflow processes to enhance operational effectiveness.</p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
<p>My client is a well-established financial services firm seeking a detail-oriented and proactive Office Manager to join our team in Fairfax, Virginia. In this role, you will be responsible for overseeing daily office operations, including calendar management, client services, and providing administrative support to Managing Director. This position offers excellent opportunities for growth and visibility within the organization. Candidates with superior customer service experience and experience in the financial services industry are strongly encouraged to apply. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage all administrative tasks to support Managing Director and ensure seamless office operations.</p><p>• Coordinate office facilities management, liaising with service providers to address maintenance needs.</p><p>• Manage client database system and office MS Outlook calendar </p><p>• Schedule and organize meetings, maintain calendars, and assist in the preparation of reports and presentations.</p><p>• Handle procurement of office supplies and maintain inventory to support efficient operations.</p><p>• Sort and manage incoming and outgoing mail and deliveries.</p><p>• Assist in the development and implementation of office policies and procedures to improve workflows.</p><p>• Support office layout planning and coordinate office moves when necessary.</p><p>• Identify opportunities to enhance processes and implement improvements.</p><p>• Book travel arrangements for teams as required.</p><p>• Collaborate with departments to ensure smooth execution of business processes and scheduling.</p><p><br></p><p>All interested candidates in this Office Manager role and other fulltime permanent opportunities in the Washington, D.C. area please send your resume to Justin Decker via LinkedIn</p>
<p>Robert Half is partnering with a small financial services client in the Denver on a Portfolio Administrator opening<b>. </b>This position plays a critical role in supporting the day-to-day operations of our investment portfolios. The ideal candidate will have at least 1 year of experience in portfolio administration, investment operations, or a related financial services role. This is an excellent opportunity for someone looking to grow their career in asset and wealth management.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support portfolio managers and advisors in daily operational tasks related to client investment portfolios</li><li>Monitor cash and security positions to ensure portfolios are in line with targets and trading activity</li><li>Process trade settlements, corporate actions, and reconciliation of accounts across custodians</li><li>Liaise with custodians, brokers, and internal teams to resolve discrepancies or service issues</li><li>Maintain accurate records of client portfolios and assist with reporting and performance metrics</li><li>Assist in onboarding of new client accounts and account maintenance, including billing and fee calculations</li><li>Prepare and deliver periodic client statements, reports, and data for internal and external use</li><li>Ensure compliance with internal policies, regulatory requirements, and industry best practices</li><li>Support technology and process improvements to enhance operational efficiency</li></ul><p><br></p><p><br></p>
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</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>Our client, a dynamic and respected nonprofit in New York City,<strong> </strong>is seeking a strategic and mission-driven <strong>Director of Finance</strong> to lead the organization’s operations and strengthen its internal infrastructure. The ideal candidate will be energized by the challenge of guiding a growing, high-impact nonprofit through its next phase of expansion—ensuring both fiscal health and operational excellence.</p><p><br></p><p>Partnering closely with the Executive Director, program leaders, and the Board, the Director of Finance will translate financial insights into actionable strategies that drive meaningful, measurable change for communities across the city. Additionally, this key leadership position will require hands-on management of day-to-day accounting operations as well as financial reporting and cash flow, and investment tracking.</p><p><br></p><p><strong><u>The Role at a Glance:</u></strong></p><ul><li>Manage internal systems, and ensure audit ready financial reporting and compliance</li><li>Partner with program teams to oversee fiscal management of initiatives supported by public and private funding</li><li>Direct compliance and reporting for grants, contracts, and government partnerships</li><li>Oversee procurement, vendor agreements, and financial controls</li><li>Lead HR operations and employee benefit administration, ensuring policies align with organizational values</li></ul><p><strong><u>Why This Role Matters:</u></strong></p><p>This is more than a finance job—it’s an opportunity to shape the operational backbone of an organization making tangible, lasting change. If you’re passionate about blending strategic financial leadership with a mission that matters, this could be your next big move.</p><p><br></p><p>For immediate consideration for this position please email your resume to Kristin.Kelleher@roberthalf.</p>
<p>We are looking for an experienced Director of Client Accounting Services to lead and oversee financial operations, human resources, and client customer service across our organization. This role requires a strategic thinker capable of driving operational efficiency, ensuring compliance, and delivering accurate financial results to senior management and stakeholders. The ideal candidate will have a proven track record in managing multiple client reporting needs and a proven record of dealing with external reporting agencies. </p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive oversight of financial, human resources, and customer service across the organization.</p><p>• Analyze financial data and deliver periodic reports on the company's performance to senior management, the Board of Directors, clients, and outside regulatory agencies</p><p>• Develop and maintain system infrastructure to ensure efficiency, security, and compliance in operations.</p><p>• Design and execute investment strategies, recommending adjustments to achieve organizational objectives.</p><p>• Collaborate on financial and operational strategies, create metrics tied to these strategies, and monitor control systems to safeguard company assets.</p><p>• Lead and support internal and external financial audits, ensuring accuracy and compliance.</p><p>• Participate in executive management decisions, contributing to strategic planning and organizational growth.</p><p>• Prepare and review detailed accounting records, financial statements, and reports for accuracy and adherence to standards.</p><p>• Supervise tax preparation and ensure compliance with tax regulations and reporting requirements.</p><p>• Oversee fixed asset accounting functions and guide clerical staff, senior accountants, and other team members in their roles.</p><p><br></p><p>Our client provides a wonderful team atmosphere, strong base, excellent bonus, and family friendly flexibility with little turnover among staff. If you have a 4-year accounting degree and 7+ years of financial statement preparation for multiple clients with excellent communication and customer services skills, this could be an incredible career move for you! Please apply directly and call Carrie Lewis at 504-383-0612. Thank you for your interest in Robert Half!</p>
We are looking for an experienced and detail-oriented VP/Director of Finance to oversee financial operations and ensure the accuracy of accounting records for our organization and its subsidiary. This leadership role involves supervising staff, ensuring compliance with financial regulations, and contributing to strategic financial planning. The ideal candidate will demonstrate expertise in bookkeeping, financial analysis, and nonprofit accounting practices.<br><br>Responsibilities:<br>• Ensure compliance with state and federal financial regulations and organizational policies.<br>• Oversee the allocation of resources, including staff, space, and financial assets, to maximize efficiency.<br>• Maintain accurate accounting records, including general ledger, accounts payable/receivable, payroll, and cash flow.<br>• Prepare monthly financial statements for review by the Executive Director and Board of Directors.<br>• Collaborate with departments to implement effective accounting policies and procedures.<br>• Manage payroll processes and maintain permanent payroll records.<br>• Handle accounts payable, including voucher preparation, cash disbursement, and payment scheduling.<br>• Monitor and report on accounts receivable and payable aging reports.<br>• Assist with budget preparation and coordinate annual budget planning across all departments.<br>• Train and evaluate financial services staff to ensure adherence to agency accounting procedures and policies.
<p>Robert Half Financial Services are currently recruiting for a Client Service Director role for Treasury Services of a global Bank located in downtown Manhattan New York. Our client requires 12+ years Client Services, Relationship Management or Prime Services experience within a global Bank, with knowledge of Treasury Services or Treasury Operations. The clients are large financial institutions, and this role assists with escalated queries and partner with the senior sales directors. The role is 4 days per week in the downtown Manhattan office.</p><p><br></p><p><u>Responsibilities</u></p><ul><li>Provide support for Escalations, Client Due Diligence, etc. reporting to Global Head, and Liaising w/Service Directors, Segment Heads, key stakeholders, etc.</li><li>Represent Global Client Service, leading Incidents, driving Client Engagement, Communication, etc. </li><li>Ensuring appropriate oversight & governance of our Risk & Control Framework</li><li>Strategize with key stakeholders to drive an intentional, ongoing transformation agenda (tactical & strategic)</li><li>Enhance & maintain robust, healthy partnerships with key stakeholders (internally & externally)</li><li>Oversee Team Governance & Structure: recruiting, retention, improve & maintain Voice of the Employee and Voice of the Client survey results, etc.</li><li>Lead with Thought, People/Client driven focus adhering to management policies and guidelines; cultivating Team Culture & Talent; embedding ongoing transformation principles</li><li>Mentor through ongoing coaching & development; continuing to strengthen your personal development needs</li><li>Gain & leverage a sound understanding of organizational hierarchy, to drive key strategic business needs (on/offshore)</li><li>Meet target objectives (performance, behavior, productivity & risk); achieve training journey requirements </li></ul>
We are looking for an experienced Customer Service Representative with a background in financial services to join our team in Memphis, Tennessee. The ideal candidate will have expertise in the banking industry and a proven ability to deliver exceptional customer experiences while handling financial inquiries.<br><br>Responsibilities:<br>• Respond to customer inquiries regarding financial products and services with professionalism and accuracy.<br>• Assist clients in resolving issues related to banking transactions and account management.<br>• Analyze customer needs and provide tailored solutions to enhance satisfaction.<br>• Process and verify financial documentation in compliance with company policies.<br>• Maintain up-to-date knowledge of banking regulations and company offerings.<br>• Collaborate with team members to improve service delivery and achieve department goals.<br>• Handle escalated customer concerns with tact and effectiveness.<br>• Document customer interactions and resolutions in the system for record-keeping purposes.<br>• Provide recommendations to improve processes based on customer feedback and observations.
<p><strong>Job Overview:</strong></p><p>We are seeking an experienced <strong>IT Manager</strong> to oversee and optimize the IT operations of our organization. The ideal candidate will possess a strong background in Jack Henry technologies, extensive leadership experience in managing IT departments, and the ability to steer dynamic teams through multiple ongoing projects in a fast-paced environment. Additionally, the successful candidate will demonstrate financial acumen related to budget preparation, monitoring, and vendor negotiations.</p><p><strong>Responsibilities:</strong></p><ul><li><strong>Leadership & Team Management:</strong> Lead and manage an IT department with diverse teams, fostering collaboration, skill development, and accountability to achieve project milestones and deliverables.</li><li><strong>Jack Henry System Management:</strong> Utilize expertise in Jack Henry financial technology solutions to ensure proper implementation, maintenance, and optimization of systems supporting banking, credit union operations, financial transactions, and business process automation.</li><li><strong>Project Oversight:</strong> Coordinate and prioritize ongoing IT projects, ensuring timely completion while maintaining high standards of quality and performance.</li><li><strong>Budgeting & Financial Management:</strong> Prepare, track, and manage the department’s budget while optimizing costs through effective vendor negotiations.</li><li><strong>Strategy Development:</strong> Advise senior leadership on technology strategies to ensure scalability, security, and compliance with industry regulations.</li><li><strong>Vendor Relationship Management:</strong> Establish and maintain strong relationships with external vendors to maximize the organization’s return on investment.</li><li><strong>Problem Solving:</strong> Analyze and address IT challenges promptly while minimizing disruptions to workflows.</li><li><strong>Staff Training & Development:</strong> Upskill and motivate team members to bridge technology gaps and enhance expertise within the department.</li></ul>
We are offering an opportunity for a VP/Director of Finance in Arden Hills, Minnesota. The individual will be responsible for overseeing the finance, accounting, budgeting, and financial reporting aspects of the organization. The role involves engagement with multiple departments, ensuring the organization's goals are met and new initiatives are properly funded. <br><br>Responsibilities:<br><br>• Plan and implement systems that fulfill the department's mission and goals efficiently and effectively.<br>• Provide leadership and day to day management of finance, accounting, tax, audit, business technology, risk management, purchasing, budgeting, financial reporting, and analysis, investment analysis, and management.<br>• Assure monthly financial statements provide an accurate picture of current financial conditions of the Organization consistent with generally accepted accounting practices (GAAP), nonprofit law, and organizational policy.<br>• Conduct internal audits to assure compliance and maintain business and financial records in accordance with financial accounting and reporting systems, controls, accountabilities, legal, tax, and audit parameters.<br>• Conduct financial and business analyses of potential new ventures and develop funding models and implementation plans.<br>• Manage all financial activities including cash flow management, investment management, analysis of capital projects, asset sales, and the safeguarding of all assets.<br>• Oversee the development of the annual operating budget, including all department and subsidiary budgets.<br>• Lead the decision-making process for real estate and major lease and buy activities.<br>• Communicate regularly with the audit/finance committee and the board of directors.<br>• Drive employee engagement and organizational performance by improving employee line of sight to strategic goals.<br>• Establish and implement finance and business technology efforts that effectively communicate and support organizational mission, goals, and strategic vision.<br>• Establish and maintain constructive and effective relationships with audit.
<p><strong>Position Overview</strong></p><p><br></p><p> We are seeking a <strong>Director of Finance</strong> to provide leadership and oversight of our financial operations. This individual will serve as a strategic partner to organizational leadership while ensuring the highest standards of fiscal integrity.</p><p>The Director of Finance will be responsible for financial reporting, annual audits, tax filings, cash management, budgeting, payroll, and general ledger maintenance. This role also supports trust and fund administration and works closely with cross-functional teams to ensure strong financial stewardship.</p><p>This is an in-office position based in Spokane, WA. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and present financial statements, budget reports, forecasts, variance analyses, and payroll reporting</li><li>Manage daily accounting operations including cash management, reconciliations, and fiscal recordkeeping</li><li>Lead the annual budget process in partnership with organizational leadership</li><li>Coordinate annual audits, prepare audited financial statements, and oversee compliance filings (e.g., IRS Form 990)</li><li>Manage trust and fund administration, including gift processing, grant distributions, and reporting</li><li>Supervise, train, and guide finance department staff</li><li>Provide financial support to internal committees and external partners as needed</li><li>Contribute to special projects and cross-department initiatives</li></ul><p><strong>Why Join Us</strong></p><ul><li>Meaningful, mission-driven work that directly impacts communities</li><li>Collaborative team culture where your contributions are valued</li><li>Opportunities for professional growth and leadership</li><li>Competitive compensation and benefits package</li></ul><p><br></p><p><strong>SALARY RANGE:</strong> $100,000-120,000</p><p><br></p><p><strong>BENEFITS OFFERED:</strong></p><p>- Healthcare Benefits: Medical, Dental, and Vision</p><p>- Other Insurance: Life and Disability</p><p>- Retirement Plan: 403B with match</p><p>- 3 weeks PTO plus 10 paid holidays</p>
We are looking for an experienced and strategic VP/Director of Finance to oversee financial operations and drive organizational success through effective financial planning and analysis. Based in Pepper Pike, Ohio, this leadership role requires a deep understanding of nonprofit accounting and grants management, alongside strong technical expertise in budgeting, reporting, and compliance. The ideal candidate will bring a proactive approach to process improvement and financial oversight.<br><br>Responsibilities:<br>• Manage and provide guidance to the bookkeeper responsible for billings, accounts payable, and month-end close tasks.<br>• Conduct financial analysis and develop strategic plans to support organizational growth.<br>• Prepare and oversee regulatory reporting to ensure compliance with state and federal requirements.<br>• Utilize QuickBooks and fundraising platforms like Little Green Light for accounting and financial tracking.<br>• Identify and implement process improvements, including consulting on potential software upgrades.<br>• Develop and maintain accurate budgets and forecasts to support financial decision-making.<br>• Generate and present financial reports, including month-end close documentation.<br>• Analyze operational results and provide clear explanations to stakeholders.<br>• Manage grant and fund accounting with a focus on state and federal government funding requirements.
<p>Newly available Treasury role! Our client, a well-established firm is looking to hire a Treasury Lead/Supervisor to join their team on a permanent basis to work under the Controller.</p><p>As the Treasury Lead/Supervisor, you will be responsible for ensuring all cash management activities for the firm are managed in accordance with the firms policies as well be supporting month end close activities to include reconciliations, research and prepare the financial reporting package to present to the Controller.</p><p>This role will be responsible for supervising some staff so some indirect and or direct supervisory responsibilities are required.</p><p><br></p><p>To be considered, the ideal candidate will have the following,</p><p><br></p><p>Degree in Accounting, Finance or Economics </p><p>Have 3+ years of Treasury Experience out of a financial services oriented organization.</p><p>Must have ACH processing experience and cash management experience</p><p>Must have or be pursuing – NACHA Certification </p><p><br></p><p>For more information on this role or other opportunities we are working on please feel free to contact me directly.</p>
<p><em>The salary range for this position is $200,000-$250,000 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>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. </p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Key player reporting directly to the CFO with direct interaction with executive leadership team and business unit leadership in developing the short and long-term financial goals for the business.</li><li>Lead the development of the annual operating budget, long-term strategic financial plans as well as monthly and quarterly models and rolling forecasts by partnering with business units and functional leaders.</li><li>Robust competency on creating durable in-depth 3 statement financial models; deliver timely, accurate, and effective analysis and reporting of financial and operational performance metrics.</li><li>Lead cash planning and forecasting the company and support subsidiaries in their planning needs</li><li>Work with cross-functional business teams to identify fundamental business drivers and risks to those drivers, and translate them into modeling parameters; tight-knit coordination on suggesting improvements to the business based on deltas between actual performance and budget</li><li>Lead the delivery of Investor materials for monthly, quarterly, and annual updates including presentations and letters. Prepare capital raising materials for equity and debt investors.</li><li>Manage credit facility financial reporting to external parties including pro-forma adjustments and add backs. </li><li>Lead the development and creation of quarterly and ad-hoc presentations to the Board of Directors and related executive committees.</li><li>Run consistent, detailed best-in-class cohort analyses on financial metrics including but not limited to retention, sales, and marketing efficiency, CAC, LTV, ROIC, and translate financial analyses into sound tactical and strategic information.</li><li>Identify systems and process gaps and implement technology, software, and new processes to increase transparency, speed, and automation to improve the financial planning process.</li><li>Provide strategic direction to the growth strategy through thorough analysis, in addition to raising the standards across the entire business operation to make sure that all key parts of the firm can adapt successfully to growth.</li><li>Build and lead a team of high-performing FP& A professionals</li><li>Lead the department responsible for planning, budgeting, forecasting, and actuals vs. budget/forecast reporting and analysis</li></ul><p><br></p>
<p><em>The salary for this position is $170,000 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>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>• Lead monthly and quarterly financial reporting and analysis, including variance and profitability analysis, and produce comprehensive management and board reporting packages. Present written analysis to articulate key drivers, trends, and insights.</p><p>• Develop and maintain annual budget and rolling forecast models, ensuring alignment with operational and financial goals. Regularly track and assess project performance and communicate results effectively to key stakeholders, including senior leadership and the Board of Directors.</p><p>Operational Performance & Metrics Analysis:</p><p>• Conduct detailed analysis of operational drivers that impact company margin, including sales, contribution margins, operational expenses (OPEX), and delivery metrics (e.g., service tickets, labor hours, project timelines).</p><p>• Provide root cause analysis and present findings and actionable insights to leadership to drive business improvements.</p><p>Process Improvement & System Integration:</p><p>• Lead the design, implementation, and optimization of financial planning processes, systems, and tools, including business intelligence solutions.</p><p>• Take a proactive role in leading process improvement initiatives and system enhancements, including the integration of any new forecasting tools into the business operations.</p><p>Strategic Financial Modeling & Cross-Functional Collaboration:</p><p>• Develop financial models to support strategic initiatives, including customer pricing, labor staffing, and cost optimization.</p><p>• Work closely with cross-functional teams across operations, sales, and leadership to ensure financial insights are integrated into business strategies and build strong working relationships with stakeholders to foster a collaborative environment.</p><p>Team Leadership & Development </p><p>• Lead and mentor 1 Financial Analyst, providing training on financial reporting and analysis while fostering a collaborative team environment.</p><p>• Provide hands-on leadership to promote continuous learning and deepen financial acumen.</p><p>• Balance day-to-day execution with leadership responsibilities, ensuring the Analyst's success while maintaining your own individual deliverables. </p>
<p>Robert Half is partnering with a growing start up clean energy development company based out of Colorado to add an experienced Director of Accounting Operations & Project Accounting. This role is 100% remote and offers excellent benefits and growth opportunities. This position is responsible for:</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and supervise the accounting operations team</li><li>Manage quarterly and annual close processes</li><li>Oversee the preparation and timely delivery of financial statements, management reports, and other reporting requirements</li><li>Review and approve journal entries, reconciliations, and supporting schedules</li><li>Ensure compliance with internal controls and identify opportunities for process improvements</li><li>Administer or oversee NetSuite system management</li><li>Lead operational and management reporting on a monthly basis</li><li>Oversee project and intercompany billing, fixed assets, and capitalization processes</li><li>Review capitalized cost schedules and ensure compliance with capitalization policies</li><li>Manage lease accounting reviews and documentation (ASC 842)</li><li>Partner with the financial reporting team to coordinate deliverables</li><li>Lead the annual financial statement audit and support transaction processing as needed</li><li>Maintain strong internal controls and ensure accurate accruals, prepaids, and other significant items are recorded</li></ul><p><br></p>
<p><em>The salary range for this position is $120,000-$140,000 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 Financial Reporting Senior Manager 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><ul><li>The primary responsibilities of this role will be assisting in the management of the consolidated financial statements for public, lender and joint venture reporting under both a GAAP and IFRS basis</li><li>This role will present opportunities to work on unique/complex transactions requiring technical accounting assessments and cross-department coordination</li><li>Assist in the review of consolidated financial statements for reporting to our parent entity and third parties, which includes balance sheet, income statement, cash flows and other supporting schedules</li><li>Assist in the review of footnotes and disclosures required in our quarterly and annual reporting to bondholders</li><li>Coordinate with other groups with the Accounting Department, as well as Finance, Tax, Capital Markets, Investments and Legal to manage reporting solutions</li><li>Manage and coach staff accountants by delegating work and reviewing finished products to ensure they meet stated deadlines</li><li>Assist in performing technical research on significant transactions including preparation of the quarterly significant transaction log on both a GAAP and IFRS basis</li><li>Work with auditors to assist in quarterly and year-end audit procedures including audit requests</li><li>Maintain SOX compliance and coordinate responses to requests made by internal and external auditors</li><li>Take part of the Company's implementation and transition of new enterprise system</li><li>Research financial statement analytics to include in our quarterly results package to our parent entity</li><li>Assist with special accounting and financial reporting projects, as needed</li></ul><p><br></p>
We are looking for a dedicated Branch/Retail Banking Clerk to join our team in Pecos, Texas. This Contract-to-Permanent position offers an excellent opportunity to build lasting relationships with customers while promoting a range of banking products and services. As part of our team, you will provide exceptional support both at the teller window and beyond, ensuring customer satisfaction and seamless banking operations.<br><br>Responsibilities:<br>• Assist customers by processing banking transactions accurately and efficiently at the teller window.<br>• Promote and market a variety of credit and non-credit banking products to individual and small business clients.<br>• Build and maintain strong account relationships through proactive communication and personalized service.<br>• Open new accounts and guide customers through the application process for consumer loans.<br>• Address inbound customer inquiries and resolve issues related to banking services.<br>• Utilize banking software to manage daily operations and ensure compliance with financial regulations.<br>• Collaborate with team members to enhance customer experiences and support branch goals.<br>• Handle cash and check transactions securely and in accordance with established procedures.<br>• Participate in ongoing training to stay updated on banking products, services, and operational policies.<br>• Provide support during Saturdays on a rotational schedule.
<p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $130-150k (DOE) + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>We are looking for a dynamic and strategic Finance Director to lead financial operations and business partnering efforts for a multi-site organization in Seattle, Washington. This role focuses on driving financial performance, operational efficiency, and data-driven decision-making in collaboration with regional and corporate teams. The position is ideal for a proactive leader experienced in private equity environments and adept at fostering communication between operations and finance. Hybrid work schedule is available, with an excellent team and opportunity to grow! </p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary finance partner to Operations leadership, fostering transparency and accountability in financial performance.</p><p>• Lead cross-functional projects aimed at improving forecasting accuracy, resource allocation, and cost optimization.</p><p>• Validate business cases and client proformas to ensure alignment with financial goals.</p><p>• Facilitate clear communication between regional teams and corporate leadership through structured monthly reviews and performance updates.</p><p>• Oversee financial planning processes, including rolling forecasts, flash forecasts, and budget scenario modeling.</p><p>• Conduct detailed analyses of financial and operational KPIs, identifying trends and initiating corrective actions as needed.</p><p>• Provide actionable insights on operational drivers such as labor productivity, materials cost efficiency, and service levels.</p><p>• Support site leadership teams with advanced analytics tools like Power BI and Adaptive Planning.</p><p>• Collaborate with commercial and operations teams to enhance margins and improve client satisfaction.</p><p>• Ensure audit readiness and compliance with standard operating procedures in partnership with corporate FP& A and Accounting.</p><p><br></p><p>The salary range for this position is $127k to $172k. Benefits available with this position include medical, dental and vision; life and disability insurances; participation in the company’s 401(k) plan with a generous match and 15 days of paid vacation, 5 days of paid sick leave and 9 paid holidays per calendar year.</p>
<p>Patricia Wesson with Robert Half is looking for a highly skilled and experienced VP/Director of Finance to lead and oversee financial operations in Portland, Oregon. This role is pivotal in ensuring the organization's financial health, administrative efficiency, and strategic planning. The ideal candidate will possess a blend of financial expertise and leadership abilities to manage diverse responsibilities effectively.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and present monthly financial reports in alignment with organizational standards.</p><p>• Oversee daily cash flow management and ensure accurate bank reconciliations.</p><p>• Manage and approve credit-related decisions, including claim settlements and credit limits.</p><p>• Develop and enforce company policies related to finance, safety, and administrative functions.</p><p>• Supervise human resources operations, including staffing and compliance initiatives.</p><p>• Act as the office manager, ensuring smooth daily operations across departments.</p><p>• Lead IT management functions, overseeing technology solutions and infrastructure.</p><p>• Oversee the preparation of annual budgets and monitor adherence to financial goals.</p><p>• Negotiate contracts to secure favorable terms for the organization.</p><p>• Ensure compliance with corporate tax regulations and GAAP accounting standards.</p><p><br></p><p>Please reach out to Patricia Wesson with Robert Half to review this position. Job Order: 03600-0013287670</p><p><br></p>
<p><strong>About the Firm</strong></p><p>Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Services Associate</strong> will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate wires, funding requests, and operational workflows for family office clients.</li><li>Support philanthropic operations for client-run foundations.</li><li>Monitor and assist with tax-related workflows and liaise with external accountants.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to execute strategic initiatives.</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>
