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1834 results for Director Of Operations Financial Services jobs

Director of Accounting and Financial Operations
  • Boston, CT
  • remote
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p><br></p><p> Our client, a mission-driven and growing organization within the financial services and nonprofit sector, is seeking a <strong>Director of Accounting & Financial Operations</strong>. This newly created role was designed to support growth and provide direct partnership to the CFO. The position offers exposure to a wide range of accounting, tax, treasury, and investment-related responsibilities, making it an excellent opportunity for someone who enjoys working in a dynamic, “wear many hats” environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead preparation and review of monthly, quarterly, and annual financial statements.</li><li>Oversee general ledger activity, audits, and tax filings (including 990s).</li><li>Manage donor-advised fund accounting, including contributions, investments, and distributions.</li><li>Oversee treasury operations and cash flow management.</li><li>Provide reporting and analysis to leadership and the Board.</li><li>Drive process improvements and help implement technology solutions to improve efficiency.</li><li>Work closely with the CFO and senior leadership team on strategic initiatives.</li></ul>
  • 2025-11-12T21:04:02Z
Operations Manager
  • Orange, CA
  • onsite
  • Permanent
  • 70000.00 - 95000.00 USD / Yearly
  • <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>
  • 2025-11-14T20:04:21Z
Director of Finance
  • Sudbury, MA
  • onsite
  • Permanent
  • 220000.00 - 250000.00 USD / Yearly
  • <p>We are looking for a dynamic and experienced Director of Finance to provide strategic leadership and oversight of financial operations in Sudbury, Massachusetts. In this role, you will drive financial planning, analysis, and risk management to support the company’s long-term goals. You will collaborate closely with leadership, external stakeholders, and internal teams to ensure financial integrity and operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute financial strategies aligned with the organization's long-term objectives.</p><p>• Offer strategic guidance to senior leadership based on in-depth financial analysis and forecasting.</p><p>• Lead the budgeting process and oversee long-term financial planning to ensure alignment with business goals.</p><p>• Serve as the primary contact for investors, auditors, and external stakeholders, fostering strong, detail-oriented relationships.</p><p>• Manage partnerships with third-party accounting firms and financial service providers to ensure accurate and efficient reporting.</p><p>• Provide leadership across financial planning, analysis, and accounting functions, ensuring timely and insightful reporting.</p><p>• Oversee monthly and quarterly financial planning and closing processes, maintaining alignment with organizational objectives.</p><p>• Develop and refine financial models to support decision-making and optimize overall performance.</p><p>• Monitor key performance indicators (KPIs) and deliver actionable recommendations to enhance both operational and financial outcomes.</p><p>• Ensure compliance with regulatory standards and internal controls while managing external audits.</p>
  • 2025-11-21T18:38:46Z
Sr. Director of Operations
  • Lansing, MI
  • onsite
  • Permanent
  • 126800.00 - 126880.00 USD / Yearly
  • <p>Robert Half is partnering with Michigan College Access Network on their search for a Sr. Director of Operations. The Senior Director of Operations will play a critical leadership role at MCAN, working closely with the Executive Director to shape the organization’s efforts, drive operational excellence, and ensure the alignment of internal systems with mission-driven goals. The role will oversee and manage four core functions of the organization: Finance, Strategic Engagement (communications), Human Resources and Administration, and Network Engagement and Convenings. This role requires a highly organized, mission focused, and collaborative leader who can build and optimize internal systems, foster a culture of transparency, excellency and accountability, and help position MCAN for long-term growth and sustainability. </p><p> </p><p><strong>DUTIES AND RESPONSIBILITIES</strong></p><p> </p><p><strong>Financial Oversight</strong></p><p>• Supervise the Director of Finance and provide oversight of all accounting, budgeting, forecasting, and financial reporting activities.</p><p>• Collaborate with the Executive Director and Director of Finance on annual budget planning and long-term financial strategy.</p><p>• Oversee the management of incoming grants, including compliance, reporting and invoicing processes to ensure timely and accurate financial tracking and accountability. </p><p><br></p><p><strong>Strategic Engagement Communication and External Affairs</strong></p><p>• Supervise the Director of the Strategic Engagement department, including communications and network and stakeholder engagement.</p><p>• Build and maintain positive reputation with key external stakeholders, including government agencies, nonprofit partners, community organizations, and funders.</p><p><br></p><p><strong>Human Resources </strong></p><p>• Supervise the Director of the Human Resources and Administration department, including recruitment, onboarding, compensation and benefits, professional development, and performance management.</p><p>• Foster collaboration and teamwork across departments to achieve organizational goals.</p><p><br></p><p><strong>Administration </strong></p><p>• Oversee facilities operations and space planning to ensure a safe and functional work environment; manage vendor contracts and facility related budgets.</p><p>• Provide strategic oversight of information technology systems, cybersecurity; align IT initiatives with organizational goals and ensure reliable technical support services.</p><p><br></p><p><strong>Network Engagement and Convenings </strong></p><p>• Supervise the Director of Network Engagement and Convenings and provide oversight on MCAN hosted events.</p><p>• Build and maintain, in coordination with programmatic staff, a portfolio of gatherings that build capacity, foster collaboration, and advance the movement toward Sixty by 30.</p><p><br></p><p><strong>Organizational Leadership & Strategic Planning</strong></p><p>• Oversee the day-to-day internal operations of the organization, ensuring alignment with MCAN’s strategic priorities.</p><p>• Promote a culture of equity, inclusion, innovation, and accountability throughout the organization.</p><p>• Create and implement policies and practices that foster a healthy, engaged, and high-performing team</p>
  • 2025-11-14T19:14:49Z
Portfolio Administrator
  • Englewood, CO
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • <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>
  • 2025-11-15T06:38:38Z
Manager, Client Service & Operations
  • San Francisco, CA
  • remote
  • Permanent
  • 130000.00 - 160000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a well-established wealth advisory firm that provides personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm offers strategic investment solutions designed to help clients achieve their long-term financial goals.</p><p> </p><p><strong>About the Firm</strong></p><p>This firm is known for its client-centric approach, collaborative culture, and commitment to excellence. The team takes pride in providing customized, high-touch advisory services while leveraging leading technology and operational best practices to deliver an exceptional client experience. As the firm continues to grow, it remains deeply focused on fostering a supportive environment that values both professional development and teamwork.</p><p><strong>The Opportunity</strong></p><p>The firm is seeking a <strong>Manager, Client Service & Operations</strong> to lead a team of five professionals across Client Service, Operations, and Trading. This individual will play a key role in ensuring that all client and firm activities are executed with accuracy, timeliness, and regulatory compliance, while continuously improving operational processes and supporting the firm’s overall growth.</p><p>This is an excellent opportunity for a seasoned professional who enjoys managing people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment.</p>
  • 2025-11-24T19:05:08Z
Director of Operations for Property Mgmt
  • Coral Gables, FL
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced Property Management professional to create a standardized operations procedure for a growing portfolio in the Multi-family Residential space. This person would be in charge of development and implementation of the company’s policies and procedures and will work closely with the Operations team and the President and on-site staff to meet the properties financial and budgeted goals as operational objectives. Supervises associates and maintenance of properties within assigned portfolio. Conducts regular visits to properties within their portfolio to assess areas of development & capital expenditures, including periodic inspections of vacant units. The ideal candidate has worked in the Multi-Family Residential industry and has extensive knowledge of Apartment rentals in Florida and how to keep renewals ang occupancy at optimization.</p><p><br></p><p><strong>THIS IS AN ONSITE ROLE IN OUR CORPORATE OFFICE IN CORAL GABLES </strong></p><p><br></p><p>Bonus points for candidates that have experience in Yardi software, and have used affiliated platforms such as Rent Cafe, or related applications.</p><p><br></p><p>Experience: Minimum of 5 or more years’ experience as a Property Manager in a multi-family environment and at least 3 years’ experience as a Regional Manager in the multi-family industry is required. Proficient with computers (Word and Excel), YARDI, Internet, and other relevant applications are required. A high school diploma or equivalent is required. CAM, ARM or CCRM designations are a plus as is a college degree. Experience with affordable housing, Low-Income Tax Credit</p><p><br></p><p>• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.</p><p>• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.</p><p>• Ability to write routine reports and correspondence.</p><p>• Ability to speak effectively before groups of customers or employees of organization.</p><p>• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.</p><p>• Ability to deal with problems involving several concrete variables in standardized situations.</p><p>• Ability to interact well with co-workers, supervisors, prospects, residents, vendors, contractors, and the public in a professional and pleasant manner.</p><p>• Above average organizational and verbal skills.</p><p>• Strong customer service skills.</p><p>• Possess leadership skills.</p><p>• Ability to work in a fast-paced environment</p><p><br></p><p><strong>QUALIFIED AND INTERESTED CANDIDATES PLEASE APPLY TO THE POST AND REACH OUT TO STEFANIE FURNISS at 786-897-7903 </strong></p>
  • 2025-11-26T16:53:44Z
Product Manager
  • Rosemont, IL
  • onsite
  • Temporary
  • 55.43 - 65.12 USD / Hourly
  • We are looking for an experienced Product Manager to join our team in Rosemont, Illinois. This is a long-term contract position that requires a strong background in enterprise-level implementations and process improvement. The ideal candidate will play a key role in bridging technology, operations, and product management to drive impactful initiatives.<br><br>Responsibilities:<br>• Lead and oversee the enterprise-level implementation of Bridger, ensuring seamless integration and adoption.<br>• Identify opportunities for process improvement and execute strategies to enhance operational efficiency.<br>• Collaborate with cross-functional teams to drive change management and stakeholder engagement efforts.<br>• Develop and maintain documentation to support system processes and workflows.<br>• Facilitate communication between product teams, operations, and technical teams to align goals and expectations.<br>• Manage project timelines and prioritize tasks to meet deadlines effectively.<br>• Utilize tools like Atlassian Jira for backlog grooming, bug tracking, and agile project management.<br>• Monitor project progress and address challenges proactively to ensure successful outcomes.<br>• Provide insights into operational workflows within financial services, wire operations, or compliance.<br>• Drive large-scale initiatives with minimal supervision, ensuring alignment with business objectives.
  • 2025-11-05T15:18:46Z
Manager, Data & Client Reporting
  • New York, NY
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives.<br><br>Responsibilities:<br>• Develop and implement firm-wide strategies for the Addepar platform to optimize data architecture, reporting capabilities, and system performance.<br>• Establish and maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios.<br>• Design and deliver tailored client reporting solutions in collaboration with advisory teams, ensuring alignment with regulatory and firm standards.<br>• Manage and mentor the Client Reporting Analyst, fostering growth and a culture of continuous improvement.<br>• Oversee the onboarding process for new clients and entities, ensuring seamless integration into Addepar and related systems.<br>• Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors, to support firm-wide objectives.<br>• Identify opportunities to improve reporting processes, enhance efficiency, and drive innovation.<br>• Serve as the primary escalation point for all Addepar-related initiatives and provide expertise to resolve complex issues.
  • 2025-11-05T15:53:45Z
Director of Accounting
  • Hartford, CT
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • <p><strong>Director of Accounting</strong></p><p><strong>Location:</strong> Greater Hartford County </p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact:</strong> Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference:</strong> SF0013342508</p><p><br></p><p>Our client, who is a rapidly expanding organization is seeking a <strong>Director of Accounting</strong> to lead U.S. accounting operations and support continued growth. This is a high-visibility role with a clear succession path to Controller and broad involvement in systems modernization, M& A integration, and future financial leadership.</p><p><br></p><p><b>Main Responsibilities: </b></p><ul><li>Lead daily accounting operations and own month-end/year-end close</li><li>Partner with senior finance leadership on budgeting, forecasting, cash flow, and M& A integration</li><li>Prepare and review financial statements</li><li>Strengthen and optimize internal control frameworks to ensure compliance, mitigate risk, and support accurate, reliable financial reporting</li><li>Deliver monthly/quarterly reporting and variance analysis to senior leadership</li><li>Drive process improvements, shorten close cycles, and oversee ERP upgrade </li><li>Manage, mentor, and expand a growing accounting team</li></ul><p><strong>What You Need</strong></p><ul><li>7–12+ years progressive accounting experience</li><li>ERP experience: systems implementation or optimization strongly preferred. </li><li>CPA/MBA/CMA preferred</li><li>Management experience overseeing accounting operations, financial close, reporting and internal controls </li><li>Experience in service-based/contract-driven industries (ASC 606 helpful) is preferred </li></ul><p><strong>Why This Role Stands Out</strong></p><ul><li>Clear path to Controller in a fast-scaling organization</li><li>Major role in building processes, upgrading systems, and supporting acquisitions</li><li>Opportunity to influence structure, strategy, and future growth of the U.S. finance function</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Sal Fiorillo in the email above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
  • 2025-11-25T17:59:16Z
Operations Associate: III (Senior)
  • Columbus, OH
  • remote
  • Temporary
  • 31.00 - 33.00 USD / Hourly
  • <p>We are looking for an experienced Operations Associate to support the institutional broker-dealer operations team at a large financial institution in Columbus, Ohio. In this long-term contract role, you will oversee client onboarding, asset movement, account maintenance, and ensure compliance with organizational policies. This position offers the opportunity to collaborate on process improvements and contribute to the overall efficiency of operations.</p><p><br></p><p>Responsibilities:</p><p>• Review and process institutional client onboarding requests, ensuring all required documentation is accurate and complete.</p><p>• Utilize Docusign to send and manage client documentation in a secure and efficient manner.</p><p>• Conduct scans and verifications for onboarding and account maintenance requests.</p><p>• Oversee and approve asset movements, including wire transfers and other financial transactions.</p><p>• Perform daily account reconciliations and manage settlement processes, including report reviews and initiating settlement wires.</p><p>• Prepare and update operational procedures and job aids to maintain compliance and streamline workflows.</p><p>• Generate ad hoc reports and respond to specific requests from internal stakeholders.</p><p>• Collaborate with audit and risk teams to provide necessary documentation and validate internal controls.</p><p>• Support the training and development of new team members, ensuring high-quality work standards.</p><p>• Engage in special projects aimed at driving process improvements and enhancing operational efficiency.</p>
  • 2025-11-05T15:48:47Z
Client Services Associate
  • Del Mar, CA
  • onsite
  • Temporary
  • 22.00 - 24.00 USD / Hourly
  • <p><strong>About the Role:</strong></p><p> We are seeking a professional and detail-oriented <strong>Financial Customer Service Representative</strong> to support a growing financial services team in Del Mar. In this role, you will assist clients with questions related to insurance, financial products, account support, and general service inquiries. This is an excellent opportunity for someone with strong operational and customer support experience who wants to grow within a stable, client-focused organization.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer inbound client calls and provide accurate information regarding insurance policies, financial products, and general account needs.</li><li>Assist clients with policy updates, documentation requests, account changes, and service questions.</li><li>Navigate and update <strong>Salesforce</strong> and other internal systems to document interactions and maintain accurate records.</li><li>Provide a high level of professionalism, clarity, and support during every client interaction.</li><li>Collaborate with internal teams to resolve client concerns efficiently.</li><li>Follow compliance and confidentiality guidelines related to financial and insurance services.</li><li><br></li></ul><p><br></p>
  • 2025-11-24T20:47:36Z
Finance Director
  • Minnetonka, MN
  • onsite
  • Permanent
  • 150000.00 - 180000.00 USD / Yearly
  • <p>A growing, healthcare organization is searching for a strategic and hands-on Finance Director to help lead its financial operations with precision, insight, and impact. Reporting to the Vice President of Finance, this individual will play a key role in shaping the financial strategy and operational success of a dynamic physician group dedicated to exceptional patient care.</p><p>This opportunity is ideal for a finance professional with a strong Controller background who thrives in both high-level strategy and detailed execution. The role spans the full spectrum of financial management—accounting, payroll, forecasting, revenue cycle oversight, and internal controls—while partnering closely with clinical and operational leaders to drive performance and growth.</p><p>As the organization continues to expand its footprint and services, the Finance Director will:</p><ul><li>Develop and implement long-term financial strategies aligned with clinical and business goals.</li><li>Oversee accounting operations, ensuring accurate reporting, compliance, and audit readiness.</li><li>Lead budgeting, forecasting, and capital planning across multiple sites.</li><li>Collaborate with revenue cycle and operations teams to optimize financial performance and streamline processes.</li><li>Serve as a trusted advisor on new initiatives, from service line expansion to new provider onboarding.</li></ul><p>Beyond technical expertise, this role calls for a leader who inspires trust and excellence—someone who can mentor a skilled finance team, champion process improvements, and foster a culture of accountability and collaboration.</p><p><br></p>
  • 2025-11-10T16:13:47Z
Controller
  • Miami, FL
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are a boutique SEC-registered investment advisory firm specializing in tax-efficient investment strategies for high-net-worth individuals and families. Our team of 6–10 professionals delivers comprehensive financial planning, portfolio management, and tax-optimized solutions with a personalized approach.</p><p><br></p><p>The Controller will oversee all aspects of the firm’s financial operations, including accounting, reporting, budgeting, and compliance support. This role requires a hands-on, detail-oriented finance professional who can manage daily accounting processes while contributing strategically to operational efficiency and financial planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manage the firm’s general ledger, journal entries, and month-end close processes.</li><li>Prepare financial statements, budgets, forecasts, and variance analyses.</li><li>Oversee accounts payable, receivable, payroll, and expense tracking.</li><li>Ensure regulatory compliance with SEC and state filing requirements in coordination with the Chief Compliance Officer.</li><li>Maintain internal controls and implement accounting best practices.</li><li>Support external audits and liaise with tax preparers and custodians.</li><li>Assist management with performance metrics, profitability analyses, and cost optimization.</li><li>Partner with leadership on strategic financial initiatives, including tax-efficient investment structures and operational planning.</li></ul><p><strong>INTERESTED AND QUALIFIED CANDIDATES PLEASE APPLY and reach out to Stefanie Furniss 786-897-7903 </strong></p>
  • 2025-11-10T18:54:00Z
Treasury Analyst/Assistant Treasurer
  • Houston, TX
  • onsite
  • Permanent
  • 70000.00 - 75000.00 USD / Yearly
  • <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>
  • 2025-11-14T14:24:05Z
Accounting Manager for Financial Institution
  • Dublin, CA
  • remote
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a well-established Credit Union in Dublin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
  • 2025-11-26T01:09:09Z
Financial Planning & Analysis Manager
  • Schaumburg, IL
  • onsite
  • Permanent
  • 170000.00 - 175000.00 USD / Yearly
  • <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>
  • 2025-11-13T17:19:19Z
Financial Reporting Senior Manager
  • Chicago, IL
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <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>
  • 2025-11-14T19:18:40Z
Fund Accounting Manager - Venture Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 140000.00 - 170000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager | Venture Capital Firm | San Francisco | Hybrid </strong></p><p> </p><p>Join a fast-growing venture firm investing in bold ideas shaping the future. For over a decade, this team has partnered with visionary founders and investors to drive growth and lasting impact.</p><p>You’ll be part of a lean, high-caliber finance team in an entrepreneurial environment where initiative and innovation are valued. This role offers exposure to both fund and management company operations, mentorship opportunities, and strong financial upside for someone ready to take the next step in their VC career.</p><p><strong>Responsibilities:</strong></p><ul><li>Oversee financial statements, audits, tax filings, and compliance reporting.</li><li>Strengthen accounting policies and streamline processes for efficiency.</li><li>Manage relationships with fund administrators, auditors, and tax advisors.</li><li>Review fund and management company transactions and oversee banking activities.</li><li>Lead investor reporting and maintain strong internal controls.</li><li>Partner with investment and compliance teams on ad-hoc and strategic projects.</li><li>Mentor finance team members and support professional growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-11-28T08:04:28Z
Venture Capital - Fund Accounting Manager
  • San Francisco, CA
  • remote
  • Permanent
  • 140000.00 - 180000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager | Fast Growing Venture Capital Firm | San Francisco | Hybrid | $140-180k Base + Carry</strong></p><p> </p><p>Join a fast-growing venture firm investing in bold ideas shaping the future. For over a decade, this team has partnered with visionary founders and investors to drive growth and lasting impact.</p><p><br></p><p>You’ll be part of a lean, high-caliber finance team in an entrepreneurial environment where initiative and innovation are valued. This role offers exposure to both fund and management company operations, mentorship opportunities, and strong financial upside for someone ready to take the next step in their VC career.</p><p><strong>Responsibilities:</strong></p><ul><li>Oversee financial statements, audits, tax filings, and compliance reporting.</li><li>Strengthen accounting policies and streamline processes for efficiency.</li><li>Manage relationships with fund administrators, auditors, and tax advisors.</li><li>Review fund and management company transactions and oversee banking activities.</li><li>Lead investor reporting and maintain strong internal controls.</li><li>Partner with investment and compliance teams on ad-hoc and strategic projects.</li><li>Mentor finance team members and support professional growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-11-22T00:09:19Z
Director of Finance
  • Fresno, CA
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • We are looking for a Director of Finance to lead and oversee the financial operations of our organization in Fresno, California. Reporting directly to the CEO, this role is integral to shaping and executing the company's financial strategies while ensuring compliance and optimizing resources. The ideal candidate will bring expertise in accounting, forecasting, budgeting, and risk management, while collaborating with cross-functional teams to drive business growth.<br><br>Responsibilities:<br>• Direct and manage all aspects of the Finance, Accounting, and Compliance functions to achieve organizational objectives.<br>• Oversee monthly and quarterly financial close processes, ensuring accuracy and efficiency to support informed decision-making.<br>• Prepare and review detailed financial statements, including monthly, quarterly, and annual reports.<br>• Develop and implement corporate financial goals, policies, and strategies in alignment with company objectives.<br>• Monitor and manage cash flow, including forecasting weekly, monthly, and annual financial needs.<br>• Collaborate with HR and accounting teams to establish payroll and expense policies that align with cash management goals.<br>• Provide insightful analysis of budgets, financial trends, and forecasts to guide business planning.<br>• Build and maintain strong relationships with senior executives, business partners, and parent company personnel.<br>• Advise executive management on financial implications of business activities and recommend strategies to enhance performance.<br>• Ensure compliance with regulatory laws and financial reporting standards, coordinating with external auditors and legal teams as needed.
  • 2025-11-14T15:23:43Z
Financial Services Specialist
  • Grenville, SC
  • onsite
  • Contract / Temporary to Hire
  • 18.00 - 20.00 USD / Hourly
  • <p>We are seeking a Financial Services Specialist to join a well-established company here in Greenville! See details below!</p><p><br></p><p>Responsibilities:</p><p>• Accurately post cash transactions and ensure all entries align with company protocols.</p><p>• Perform data entry tasks to maintain organized and up-to-date financial records.</p><p>• Process litigation-related payments and resolve discrepancies as needed.</p><p>• Investigate and address cash handling issues to guarantee proper account reconciliation.</p><p>• Collaborate with team members to ensure seamless servicing and account management.</p><p>• Utilize Microsoft Excel to analyze and manage financial data effectively.</p><p>• Monitor account activities and maintain access to cash and accounts.</p><p>• Support the team in resolving financial servicing issues promptly and efficiently.</p><p>• Prepare and maintain records for audits and compliance purposes.</p><p><br></p><p>Additional Information:</p><p>Great team / culture! </p><p>In office - 40 hours per week Monday-Friday </p><p>Business Casual / Casual Attire </p><p>Free Parking!! (downtown office)</p><p>Temporary to hire </p><p><br></p>
  • 2025-12-02T19:21:07Z
VP/Director of Finance
  • West Hollywood, CA
  • onsite
  • Temporary
  • 70.00 - 85.00 USD / Hourly
  • <p>Robert Half Management Resources is recruiting for an interim Director of Finance to support our Medical Practice client located in Los Angeles who is a rapidly expanding and is an innovative practice known for its entrepreneurial spirit and commitment to high-touch patient service. They offer a non-traditional, growth-focused environment for professionals seeking to build something exceptional. They are looking for a hands-on Director of Finance who thrives in fast-paced, dynamic settings. The ideal consultant demonstrates grit, an entrepreneurial approach, and a calm demeanor, balancing financial acumen with the ability to greet patients and represent the practice with professionalism. This role reports directly to the Chief of Staff or COO and serves as a key partner in operations.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement financial policies, procedures, and strategic plans to support organizational growth and evolving business needs.</p><p>• Manage cash flow operations, including account balances, timely payments, and resource allocation across multiple vendors and business units.</p><p>• Collaborate with outsourced teams to oversee accounts payable and receivable, ensuring timely collections, accurate revenue tracking, and resolution of outstanding invoices.</p><p>• Lead budgeting and forecasting initiatives, providing actionable insights and scenario planning to guide operational decision-making.</p><p>• Oversee vendor relationships to ensure proper billing, prompt payments, and resolution of discrepancies.</p><p>• Utilize accounting and operational software such as QuickBooks, Bill.com, Salesforce, and AI tools to streamline processes and improve efficiency.</p><p>• Occasionally engage with patients and visitors, embodying the organization’s commitment to high-touch service and professionalism.</p><p>• Prepare and present financial and operational reports to leadership, offering insights and recommendations based on advanced analysis.</p><p>• Integrate technology solutions to enhance financial workflows and cross-platform data management.</p><p>• Support process improvement initiatives to optimize financial operations and ensure compliance.</p>
  • 2025-11-25T18:44:10Z
Accounting Manager
  • Fort Worth, TX
  • onsite
  • Permanent
  • 145000.00 - 155000.00 USD / Yearly
  • <p>Robert Half Finance and Accounting is working with an established investment services organization as they look to add an experienced Accounting Manager to join their team in Fort Worth, Texas. </p><p><br></p><p>Responsibilities:</p><p>• Manage the monthly financial close process, ensuring timely and accurate reporting.</p><p>• Prepare and analyze financial statements and reports.</p><p>• Collaborate with senior leadership to support financial decision-making.</p><p>• Ensure compliance with debt agreements and reporting requirements.</p><p>• Coordinate with treasury and asset management departments to streamline financial operations.</p><p>• Maintain and reconcile general ledger accounts.</p><p>• Provide oversight and guidance to accounting staff on daily operations.</p><p>• Implement and monitor financial controls to safeguard company assets.</p><p>• Prepare annual financial reports and budgets.</p><p><br></p><p>This corporate organization offers a competitive compensation package up to $155K, plus Bonus, and benefits. For more information and consideration, please contact Eric Murray at 682-350-8439 or via email at [email protected]</p><p><br></p><p><br></p>
  • 2025-11-04T16:48:57Z
Investment Accountant
  • Avon, CT
  • onsite
  • Permanent
  • 85000.00 - 125000.00 USD / Yearly
  • <p><strong>Investment Accountant</strong></p><p><strong>Greater Hartford/Hybrid Schedule</strong></p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact:</strong> Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference:</strong> SF0013280946</p><p><br></p><p>A growing investment management firm is adding an <strong>Investment Accountant</strong> to support STAT reporting, GAAP/IFRS reporting, and fixed income portfolio accounting. This is a newly created role within a highly tenured, collaborative accounting team supporting sophisticated insurance portfolios.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare monthly investment reporting packages (STAT, GAAP, IFRS)</li><li>Produce Schedule D quarterly/annual filings</li><li>Perform daily reconciliations for fixed income portfolios (cash, trades, income, amortization)</li><li>Support accounting/reporting for bonds & structured products</li><li>Respond to client, auditor, and portfolio manager inquiries</li><li>Drive accuracy, efficiency, and process improvements</li></ul><p><strong>What We’re Looking For</strong></p><ul><li>BS in Accounting/Finance/Business</li><li>3–5+ years investment or financial reporting experience</li><li>Background in insurance, financial services, or investment accounting</li><li>Fixed income investment accounting experience required</li><li>Strong Excel skills</li></ul><p><strong>Why This Role</strong></p><ul><li>Very low turnover; long-tenured team</li><li>Stable, well-established investment firm</li><li>Newly created role with growth potential</li><li>High visibility with portfolio managers & leadership</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Sal Fiorillo in the email above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
  • 2025-12-01T20:38:58Z
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