<p>POTENTIAL HYBRID FLEX</p><p>Robert Half Finance & Accounting has partnered with a highly successful financials institution as they look to add an experienced Sr. Credit Analyst to their team. As the successful candidate, you'll take the lead on analyzing new and complex commercial loan requests, identifying and managing credit risk, and ensuring all credits align with bank policy and regulatory guidelines. You’ll partner closely with loan officers, structure sound credit solutions, and present findings to leadership. Key responsibilities include deep financial analysis, independent industry research, managing loan presentations, overseeing the commercial appraisal and secondary market QC programs, and supervising junior analysts.</p><p><br></p><p>This role does offer eventual hybrid flex! </p>
<p>Are you a detail-oriented finance professional with a passion for risk assessment and analysis? My client is seeking a <strong>Senior Credit Analyst</strong> to join their Credit Administration team. In this role, you will play an integral part in assessing creditworthiness, analyzing complex financial data, and supporting the institution’s lending activities. Your expertise will help ensure sound credit decisions that align with organizational objectives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather and evaluate loan request information from commercial lenders or borrowers to assess creditworthiness.</li><li>Conduct in-depth analyses of financial statements, tax returns, and other financial-related data for both personal and business cases.</li><li>Prepare detailed written analyses, financial modeling, spreadsheets, and summaries for presentation to lenders and/or loan committees.</li><li>Manage ongoing financial reviews for existing loans, including renewals and borrower performance.</li><li>Conduct due diligence research using credit bureau data, records from other financial institutions, and internal files.</li><li>Maintain and oversee financial data systems, ensuring timely and accurate reporting on customer credit profiles and other key data.</li><li>Prepare loan memorandum for internal stakeholders with concise and actionable insights.</li></ul><p><strong>Additional Responsibilities:</strong></p><ul><li>Participate in seminars, training sessions, and other opportunities for professional development.</li><li>Maintain confidentiality and adhere to the organization’s Code of Ethics.</li><li>Follow established security protocols and banking procedures.</li><li>Collaborate with team members to meet departmental and organizational objectives.</li></ul>
<p>We are looking for an experienced Sr. Credit Analyst to join our team in Piscataway, New Jersey. In this position, you will play a key role in assessing the creditworthiness of commercial loan transactions and ensuring compliance with companypolicies. This role requires a strong analytical mindset and the ability to work independently while collaborating with various levels of management.</p><p><br></p><p>Responsibilities:</p><ul><li>Perform thorough analyses of commercial lending transactions, including new deals and renewals, to assess the financial standing and risk profile.</li><li>Draft comprehensive credit assessment documents that incorporate both narrative insights and data-driven evaluation of financial and credit records.</li><li>Complete independent verifications on both individual and business applicants to ensure reliable credit evaluation.</li><li>Maintain strict adherence to established credit assessment guidelines, and accurately note any deviations.</li><li>Work in partnership with lending staff to highlight positive and negative aspects of lending opportunities and propose risk mitigation solutions.</li><li>Assign risk levels to credit accounts according to set standards, ensuring that all necessary authorizations are obtained.</li><li>Present credit proposals to leadership together with lending staff, making well-supported recommendations.</li><li>Periodically re-evaluate outstanding loans through annual reviews to verify risk classification and policy compliance.</li><li>Manage documentation and submission of requests related to the continuation or amendment of credit agreements.</li><li>Engage in ongoing professional development to stay current in advanced credit analysis methodologies.</li></ul><p><br></p>
We are looking for a skilled Credit Analyst to join our team in Indianapolis, Indiana. This Contract to permanent position offers an excellent opportunity to contribute to credit risk management and accounts receivable processes within a dynamic environment. The ideal candidate will possess strong analytical skills, leadership capabilities, and a commitment to maintaining positive customer relationships.<br><br>Responsibilities:<br>• Evaluate and monitor customer credit risk to minimize financial exposure and prevent bad debt.<br>• Develop and implement effective credit and collection strategies tailored to business needs.<br>• Collaborate with customers and internal teams to resolve complex billing disputes while fostering strong relationships.<br>• Prepare and analyze accounts receivable aging reports to support month-end close processes and audits.<br>• Lead and mentor a team of accounts receivable and credit specialists, promoting teamwork and performance excellence.
<p>Looking for a Credit Underwriter in Commercial and Industrial (C& I) Lending to join our growing client here in Massachusetts. The Credit Underwriter is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
<p>We are looking for an entry-level Financial Analyst in Roseville, Minnesota, <strong>(on site)</strong> to join a team on a contract with the potential for a contract to permanent position. In this role, you will analyze financial data, interpret market trends, and contribute to accurate reporting to support decision-making processes. The ideal candidate will have a strong interest in financial markets and a keen eye for detail. </p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends and insights that inform business strategies.</p><p>• Prepare comprehensive financial reports, ensuring accuracy and clarity.</p><p>• Monitor and interpret financial market developments to provide actionable recommendations.</p><p>• Utilize tools such as Bloomberg Terminal to conduct in-depth market analysis.</p><p>• Collaborate with teams to support forecasting and budgeting processes.</p><p>• Assist in the evaluation of investment opportunities and risks.</p><p>• Contribute to the improvement of financial reporting systems and processes.</p><p>• Research and present findings on industry-specific financial trends.</p><p>• Support senior analysts in preparing presentations and data visualizations for stakeholders.</p>
<p>We are seeking detail-oriented Financial Data Analysts to support data ownership, validation, and quality initiatives across financial datasets. This role requires strong attention to detail, the ability to follow precise written instructions, and consistency in executing structured workflows. The ideal candidate is comfortable working with large volumes of financial information while maintaining high accuracy standards in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Assume ownership of assigned financial data sets and ensure ongoing accuracy and completeness</li><li>Review, validate, and maintain structured financial data according to defined methodologies and guidelines</li><li>Execute detailed, instruction-driven workflows with a high degree of precision</li><li>Perform quality checks, identify inconsistencies, and escalate data issues as needed</li><li>Document findings and updates clearly to support internal processes and auditability</li><li>Collaborate with team members to meet daily and weekly production target</li></ul>
We are looking for an Entry Level Financial Analyst to join a dynamic hospitality team in New York, New York. In this contract role with potential for permanent employment, you will play a key part in analyzing financial data, preparing reports, and identifying trends to support business decision-making. This position offers an excellent opportunity to grow your career in financial analysis within the hospitality industry.<br><br>Responsibilities:<br>• Collect and organize financial data from various sources to ensure accurate reporting.<br>• Analyze financial trends and patterns to provide actionable insights to the team.<br>• Prepare and deliver detailed financial reports to support decision-making processes.<br>• Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to streamline data analysis.<br>• Collaborate with team members to support budgeting and forecasting activities.<br>• Assist in ad hoc reporting and special projects as needed.<br>• Ensure compliance with financial policies and procedures during all analysis tasks.<br>• Maintain proficiency in accounting software and tools to improve reporting efficiency.<br>• Support auditing processes by providing relevant financial data and documentation.<br>• Contribute to developing and refining business reporting processes for enhanced accuracy.
<p>We are seeking a detail-oriented and knowledgeable <strong>Financial Data Analyst</strong> to support artificial intelligence (AI) annotation initiatives across a range of projects, including research document analysis, document search optimization, and others. The ideal candidate will have a solid understanding of financial markets and strong accounting expertise, ideally with experience in auditing. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and annotate financial documents and research materials to support AI training and model development.</li><li>Apply financial knowledge to ensure accuracy and consistency in data labeling.</li><li>Collaborate with cross-functional teams to meet project deadlines and quality standards.</li><li>Adapt quickly to shifting priorities and support different projects, including Supply Chain, as needed.</li><li>Follow established guidelines and maintain high attention to detail.</li></ul><p><br></p><p><br></p>
<p>A growing manufacturing organization in Fallbrook is adding a <strong>Junior Financial Analyst</strong> to support operational finance, cost analysis, and performance reporting. This role offers hands-on exposure to manufacturing finance, including inventory, production costs, and margin analysis. The ideal candidate enjoys working with numbers, collaborating with operations teams, and learning how financial data drives business decisions on the production floor.</p><p><strong>Responsibilities</strong></p><ul><li>Assist with cost analysis related to labor, materials, and overhead</li><li>Track production metrics and analyze variances against budget and forecasts</li><li>Support inventory valuation and operational reporting</li><li>Help prepare monthly financial packages for management</li><li>Maintain data accuracy within financial systems and spreadsheets</li><li>Collaborate with accounting and operations to resolve discrepancies</li><li>Participate in process improvement initiatives related to reporting efficiency</li></ul>
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
<p>We are looking for an experienced Senior Credit Analyst to join our team in Woodbridge, New Jersey. In this role, you will leverage your expertise in credit analysis and financial modeling to assess commercial real estate portfolios and provide actionable insights. This is a Contract position with the potential for long-term employment, offering an excellent opportunity to grow professionally within the banking industry. Must have prior experience out of the banking industry. This role is a hybrid onsite position but will start with 5 days a week onsite for a probationary period. Prior experience out of community or smaller banks is preferred.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed credit analyses for commercial real estate transactions to evaluate financial risk.</p><p>• Analyze cash flow models and forecasts to determine the financial viability of investment opportunities.</p><p>• Collaborate with internal stakeholders to provide recommendations on credit decisions.</p><p>• Prepare comprehensive reports summarizing financial data and risk assessments.</p><p>• Monitor ongoing credit performance and identify potential areas of concern.</p><p>• Support the development and refinement of credit policies and procedures.</p><p>• Research market trends and their impact on credit portfolios.</p><p>• Ensure compliance with banking regulations and industry standards.</p><p>• Assist in structuring financial solutions tailored to client needs.</p><p>• Communicate findings effectively to management and relevant teams.</p>
We are looking for a skilled and motivated Associate to join our team in Las Vegas, Nevada. This role is ideal for professionals with a background in investment banking or private equity, and experience in commercial real estate is highly valued. The successful candidate will bring a strong commitment to client service, a results-driven mindset, and a passion for business development and networking.<br><br>Responsibilities:<br>• Contribute to the origination and execution of corporate finance transactions, including mergers, acquisitions, divestitures, and capital market activities.<br>• Coordinate and manage communication between clients and internal teams to ensure seamless operations.<br>• Support all phases of deal processes, such as financial analysis, due diligence, structuring, and closing.<br>• Develop and refine complex financial models for valuation, investment scenarios, and financing strategies.<br>• Provide guidance and mentorship to analysts at the entry level on financial projections and modeling.<br>• Create and deliver transaction-related presentations and marketing materials.<br>• Collaborate with clients, legal teams, accountants, and other stakeholders to facilitate investment banking projects.
<p>We are looking for a detail-oriented Credit Analyst to join our team in Aiken, South Carolina. This role involves performing a variety of cost accounting and inventory management tasks within a manufacturing environment, requiring expertise in US GAAP principles and cost accounting practices. As part of a long-term contract position, you'll contribute to monthly financial processes, inventory management, and audit compliance while working in a dynamic and collaborative setting.</p><p><br></p><p>Responsibilities:</p><p>• Assist in preparing monthly financial reports and closing activities, ensuring accuracy and compliance with accounting standards.</p><p>• Analyze and classify production costs, including materials, labor, and overhead, to support budgeting and decision-making processes.</p><p>• Conduct variance analyses on production costs and departmental expenses, providing detailed insights and recommendations.</p><p>• Participate in annual physical inventory counts and reconcile discrepancies in cycle counts.</p><p>• Collaborate with auditors during both internal and external audits to ensure transparent and accurate reporting.</p><p>• Utilize advanced Excel functions, such as pivot tables and complex formulas, to streamline reporting tasks and data analysis.</p><p>• Support continuous improvement initiatives by implementing best practices in cost accounting and inventory processes.</p><p>• Coordinate with cross-functional teams to ensure alignment in manufacturing cost accounting and production processes.</p><p>• Perform additional accounting and inventory-related tasks as assigned.</p>
<p><strong>Entry-Level Accountant | Century City – Temp-to-Perm Opportunity</strong></p><p>A respected and expanding finance firm located in Century City is actively seeking an Entry-Level Accountant to join its accounting and finance team. This role presents an excellent growth opportunity for recent accounting graduates or early-career professionals seeking to develop core accounting skills and progress within the finance sector.</p><p><br></p><p><strong>Qualifications Alignment</strong></p><ul><li><strong>Education:</strong> Candidate holds a bachelor’s degree in accounting, meeting the role’s academic requirement and demonstrating foundational knowledge in accounting principles.</li><li><strong>Professional Experience:</strong> Open to professionals with 0–1 year of relevant experience, including internships. The role is ideal for candidates beginning their accounting careers.</li><li><strong>Technical Skills:</strong> Proficiency in Microsoft Excel (pivot tables, VLOOKUP preferred) and exposure to accounting software/ERP systems supports efficient data analysis and process automation.</li><li><strong>Key Attributes:</strong> High accuracy, organization, attention to detail, and strong communication skills ensure effective support for both routine and ad hoc accounting functions.</li></ul><p><strong>Position Responsibilities</strong></p><ul><li>Support day-to-day transactional accounting activities, including Accounts Payable (AP), Accounts Receivable (AR), and expense processing.</li><li>Prepare and post journal entries under supervision, contributing to accurate recording of financial transactions.</li><li>Participate in month-end and year-end close processes, ensuring timely and compliant financial reporting.</li><li>Perform bank and general ledger reconciliations, maintaining integrity of financial records.</li><li>Assist with expense reports, credit card reconciliations, and internal audits as required.</li><li>Execute general accounting administration and support internal financial reviews, demonstrating adaptability and a willingness to learn.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Pay rate: $21–$25 per hour </li><li>Full-time, temp-to-perm structure encourages long-term career growth.</li><li>Benefits package includes vision and dental insurance.</li><li>The firm actively welcomes applications from veterans and supports fair chance employment.</li></ul><p><strong>Career Advancement</strong></p><p>This opportunity delivers hands-on training, robust mentorship, and exposure to sophisticated accounting processes, positioning candidates for progressive responsibilities in finance and accounting.</p>
<p>We are seeking an experienced and strategic <strong>Credit Manager</strong> to lead the credit and collections function for a large-scale manufacturing organization with a diverse customer base and high transaction volume. This role plays a critical part in protecting cash flow, minimizing credit risk, and supporting profitable growth across domestic and international markets. The Credit Manager will partner closely with Sales, Customer Service, Operations, and Finance leadership to establish credit policies that balance risk management with customer relationships—while leading a high-performing credit team in a fast-paced, complex environment.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and oversee the company’s credit and collections operations for a high-volume, multi-entity manufacturing business</li><li>Establish, implement, and continuously improve credit policies, procedures, and internal controls</li><li>Evaluate customer creditworthiness through financial analysis, credit reports, trade references, and industry trends</li><li>Set and manage customer credit limits and payment terms aligned with company risk tolerance</li><li>Drive timely collections and resolution of disputed accounts while maintaining strong customer relationships</li><li>Monitor accounts receivable aging, DSO, bad debt exposure, and overall credit risk metrics</li><li>Partner with Sales and Customer Service to support new customer onboarding and complex contract terms</li><li>Manage escalations related to delinquent accounts, including legal actions, liens, or third-party collections when necessary</li><li>Prepare and present credit risk analysis and reporting to senior finance leadership</li><li>Lead, mentor, and develop a team of credit analysts and collections professionals</li><li>Support audits and ensure compliance with SOX, internal policies, and regulatory requirements</li></ul><p><br></p>
<p>We are looking for an experienced Bookkeeper to manage financial operations and ensure accurate record-keeping for multiple entities. This role requires someone with a strong understanding of accounting principles, excellent organizational skills, and the ability to handle financial processes with precision. 5 days in office we prefer someone that is flexible with locations as we have locations in Saratoga, Clifton Park, Latham and Niskayuna. The main location is Niskayuna or Latham. This position is ideal for a detail-oriented individual who thrives in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain financial records and general ledger entries for multiple entities, ensuring all transactions are accurately recorded and posted.</p><p>• Prepare and file monthly and quarterly sales tax returns in compliance with regulatory requirements.</p><p>• Reconcile bank accounts, credit cards, and other financial statements, addressing discrepancies and ensuring accuracy.</p><p>• Handle intercompany transactions, including billing, reconciliations, and journal entries.</p><p>• Manage accounts payable and receivable processes, including invoice compilation, collections, bill payments, and cash flow analysis.</p><p>• Process credit card payments for accounts receivable and ensure timely updates to financial records.</p><p>• Prepare year-end financial information for tax purposes and assist in bringing books to trial balance for annual tax return preparation.</p><p>• Oversee payroll functions, including employee onboarding documentation, tracking leave balances, and ensuring biweekly payroll compliance.</p><p>• Supervise and train entry-level bookkeeping staff, providing guidance and support as needed.</p>
<p>Are you looking for an opportunity to grow and thrive within a financial role? Robert Half has partnered with one of their reputable clients on their search for a A/R & Collections Manager with strong understanding of financial statements and the ability to assess credit risk. As the A/R & Collections Manager you will oversee credit policies and collections processes, create and develop credit and collection programs that ensure accurate and timely collection on all outstanding client invoices while also creating avenues for cash flow, review customer contracts, maintain internal budget targets, and oversee the accounts receivable department. In this role, the candidate must possess strong communication skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and outstanding leadership capabilities. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Generate and analyze A/R metrics and collection performance reports </p><p>· Monitor aging reports and proactively follow up on past due accounts</p><p>· Establish credit limits and review customer creditworthiness</p><p>· Develop and implement effective collection strategies to improve working capital</p><p>· Resolve complex billing and collection issues</p><p>· Work closely with the accounting team during month-end close</p><p>· Provide coaching, training and performance feedback to collections staff</p>
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p>A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner. </p><p><br></p><p><br></p>
<p><em>The salary range for this position is $100,000-$110,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>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>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul><p><strong>CORE COMPETENCIES:</strong></p><ul><li>Accountability</li><li>Building relationships and partnerships</li><li>Building confidence & integrity</li><li>Business Savvy</li><li>Strategic Management</li><li>Change of Direction</li></ul><p><br></p>
<p>The Collections Supervisor will be responsible for assisting with overseeing the daily operations of the collections team and timely collection of outstanding accounts receivables. As the Collections Supervisor you will maintain customer accounts, monitor credit operations, generate regular reports on collections status, audit aging reports, train new employees and provide ongoing training as needed, maintain strong communication with sales, customer service and billing departments, resolve customer inquiries and ensure compliance with federal and state laws related to debt collection. In this role, the candidate must possess strong leadership skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and the ability to manage multiple priorities and meet deadlines. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Create departmental collection goals</p><p>· Direct collection efforts on delinquent accounts</p><p>· Verify customer payments</p><p>· Resolve complex or escalated collection issues</p><p>· Negotiate payment terms and payment schedules</p><p>· Develop and implement collection procedures and policies to improve efficiency</p><p>· Recommend and implement process improvement to enhance collection effectiveness</p>
<p><strong>Job Title</strong>: Data & Financial Operations Analyst </p><p><strong>Location</strong>: Santa Fe Springs </p><p><strong>About Our Client:</strong> Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions. </p><p><br></p><p><strong>What You’ll Do: </strong></p><ul><li>Master the Numbers: Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth. </li><li>Build Powerful Dashboards: Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends. </li><li>Deliver High-Impact Reports: Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases. </li><li>Dig Deep: Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps. </li><li>Ensure Financial Precision: Review credit card statements and GL-coded entries for accuracy, compliance, and cost control. </li><li>Protect Profitability: Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations. </li><li>Elevate Insights: Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.</li></ul>
<p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>· Partner with various teams to support the closing of new investment transactions.</p><p>· Manage funding and financing processes for future transactions.</p><p>· Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>· Coordinate transactions exits.</p><p>· Document investment transactions and submit requests for inter-entity cash transfers.</p><p>· Oversee cash flow management across investment relationships.</p><p>· Provide operational support and supervision to internal partners.</p><p>· Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>· Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
<p><strong>Financial Analyst </strong></p><p>Our client in the emerging renewable energy sector is recruiting for a Financial Analyst. This newly created position will support an experienced Director of Finance known for their mentorship skills. Duties for this newly created position will cover financial modeling and analysis as well as providing strategic support and business partnering. The Financial Analyst will also perform financial modeling for new renewable energy projects starting from development through live operations. The role will also provide accounting support at the project level. This is a great opportunity to gain valuable experience from the ground floor level on development deals in the cutting edge area of sustainable energy and renewables. </p><p>This Financial Analyst will have the opportunity to work on mission-driven projects with meaningful environmental impact. Our client also offers a collaborative culture with exposure to senior leadership with career growth potential as the company scales its project portfolio. In this role, you will: </p><p><br></p><ul><li>Design and build project finance models for new development projects, including cash flow projections, IRR analysis, and what if scenarios</li><li>Develop and update integrated financial models incorporating multiple variables, inputs, assumptions as well as revenue streams</li><li>Create sensitivity analyses to evaluate project viability under various market conditions, incorporating key fluctuations and regulatory changes</li><li>Perform modeling for capital deployment strategies, debt service requirements, and equity returns for new and proposed projects</li><li>Support due diligence efforts for new projects including financial feasibility and risk assessment</li><li>Assist in preparation of materials for investor relations, lender reporting and board meetings</li><li>Support annual strategic planning and long-range planning processes</li><li>Perform financial analyses to support executive decision-making on critical business initiatives</li><li>Assist with forecasting processes, working closely with operations, business development and technical teams</li><li>Prepare 13-week cash flow forecasts and multi-year operating plans</li><li>Support the development dashboards that include KPI as well as reporting packages that incorporate financial and operational data</li><li>Provide variance analysis and corresponding narrative on financial results to support presentations to senior leadership</li><li>Monitor project development milestones as well as project and construction budget and related expenditure tracking </li><li>Support valuation analyses for potential acquisitions and partnerships</li><li>Work closely with project development and technical teams to evaluate new opportunities and expansion efforts </li></ul><p>Your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs.</p><p> </p><p>Our client offers medical benefits as part of their overall compensation package in addition to other robust benefits.</p><p> </p><p>Please forward your resume in confidence to Raj Khanna, Senior Vice President at Robert Half for consideration for this or one of our other immediate openings. </p><p> </p><p><br></p><p><br></p><p><br></p><p><strong> </strong></p><p><strong> </strong></p>
