We are looking for a skilled Mergers & Acquisitions Analyst to join a thriving private equity firm based in Germantown, Tennessee. This position offers a unique opportunity to contribute to impactful buy-side M&A transactions while advancing your career with an industry leader. The ideal candidate will bring exceptional analytical abilities, strong communication skills, and a proven track record in executing complex financial strategies.<br><br>Responsibilities:<br>• Lead comprehensive analysis for buy-side mergers and acquisitions, ensuring alignment with strategic goals.<br>• Conduct detailed financial modeling and valuation assessments to support investment decisions.<br>• Collaborate with cross-functional teams to evaluate acquisition opportunities and manage due diligence processes.<br>• Prepare and present insightful reports and recommendations to senior leadership.<br>• Monitor market trends, competitor activities, and industry developments to identify potential opportunities.<br>• Utilize tools such as Bloomberg Terminal, Capital IQ, and ERP systems to streamline acquisition processes.<br>• Manage budgets, cash flow analysis, and capital management for ongoing transactions.<br>• Support integration strategies post-acquisition to ensure smooth transitions and operational success.<br>• Travel occasionally to meet with stakeholders and assess target companies.<br>• Contribute to the enhancement of internal CRM systems to improve transaction tracking.
<p>We are working with a company in the telecommunications industry that is searching for a Manager of Strategy and M&A. This role is meant for someone who in exceptional with modeling and very comfortable presenting to executives why they did the modeling that they did. In this role you will have exposure to all the senior executives. Our client focuses on Latin America and the Caribbean. You will be working M&A projects for their clients base in those areas. You will be modeling and forecasting acquisition plans. Liaison with the external advisors, we well as lead different M&A processes assigned by the Director. This role is hybrid. 3 to 4 days on site, 1 to 2 remote, depending on projects. Their corporate offices are located close to the Miami International Airport. This role will pay a salary of $125k, plus a 15% bonus. They also have a healthy LTI bonus, great benefits, and unlimited PTO. CFA or MBA is preferred, along with at least 3 years of M&A leadership experience. Client is taking preference on Miami based candidates as relocation is not being offered at this time.</p>
<p>We are looking for a Compensation Analyst to join a mission-driven nonprofit organization in Washington, District of Columbia. In this role, you will contribute to compensation planning and analysis that supports fair, competitive, and data-informed pay practices across the organization. This position offers the opportunity to work closely with total rewards leadership while helping administer compensation programs and broader rewards initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate compensation data for a large employee population and identify trends, gaps, and alignment opportunities across roles.</p><p>• Collaborate with total rewards leadership to support pay program design, compensation structures, and market-informed recommendations.</p><p>• Conduct salary research for new and existing positions, including hiring offers, internal movement, and merit-related adjustments.</p><p>• Help manage core pay programs such as base compensation, incentive administration, and annual performance-based increase cycles.</p><p>• Support job documentation, role evaluation, market pricing, and classification activities to maintain consistent compensation practices.</p><p>• Assist with annual compensation planning and benefits-related events, including merit review periods and open enrollment support.</p><p>• Prepare reports, dashboards, and workforce metrics to provide analytical insight for human resources projects and decision-making.</p><p><br></p><p><br></p><p>All interested candidates in this Compensation Analyst opportunity and other full-time permanent roles across the Washington, D.C. area please send your resume to Justin Decker via LinkedIn </p><p><br></p>
A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior Analyst to join its Dallas office. The ideal candidate will bring strong technical and leadership capabilities, excellent project management and communication skills, and a sense of urgency in delivering high-quality client service. This role will primarily support quality of earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions, valuations, and strategic consulting. <br> Key Responsibilities Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide. Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks. Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows. Prepare comprehensive quality of earnings reports and detailed supporting schedules.
We are looking for a Help Desk Analyst II to provide dependable technical support for end users in Chicago, Illinois. This Long-term Contract opportunity is ideal for someone who enjoys resolving desktop, application, and access-related issues while delivering a positive support experience. The role focuses on troubleshooting Windows environments, Microsoft 365 tools, and device-related problems in a fast-paced service desk setting.<br><br>Responsibilities:<br>• Provide day-to-day technical assistance for users experiencing issues with laptops, desktops, operating systems, software applications, and connected peripherals.<br>• Diagnose and resolve problems across Windows-based environments, including login access, email functionality, hardware performance, and network-related disruptions.<br>• Support account administration tasks such as password resets, access updates, and directory-based user management through Active Directory and Microsoft Entra.<br>• Assist with device configuration, mobile and endpoint management, and policy support using Microsoft Intune and Microsoft 365 tools.<br>• Respond to and document incidents and service requests in a ticketing platform, ensuring timely follow-up, accurate updates, and proper resolution tracking.<br>• Troubleshoot Outlook, Office 365, and Exchange-related issues affecting communication, mailbox access, and productivity tools.<br>• Deliver clear, patient, and attentive support to users with varying technical skill levels while maintaining a strong customer service mindset.<br>• Escalate complex technical concerns when needed and collaborate with other IT teams to restore service efficiently.<br>• Contribute to support activities tied to telephony or collaboration platforms such as RingCentral when applicable.
We are looking for a Help Desk Analyst II to join a team in Illinois in a contract capacity with the potential for a permanent role. This role is ideal for someone who enjoys solving technical problems across end-user systems, network-connected devices, and core desktop environments while delivering dependable support to internal users. The position offers a hands-on opportunity to work across Level 1 and Level 2 support needs, troubleshoot a wide range of issues, and build experience in infrastructure, security, and day-to-day IT operations.<br><br>Responsibilities:<br>• Provide front-line and second-level technical support for desktop systems, laptops, and end-user technology in both on-site and remote settings.<br>• Diagnose and resolve issues involving workstations, peripherals, wireless connectivity, printers, and other network-attached equipment.<br>• Support daily operations of network hardware by assisting with switches, routers, wireless access points, and related connectivity concerns.<br>• Manage service desk requests, document troubleshooting steps, and ensure timely follow-up through ticket resolution.<br>• Assist with user account support and routine administrative tasks within Active Directory and Windows-based environments.<br>• Help maintain secure and stable systems by supporting patching activities, endpoint protection tools, antivirus measures, and basic firewall-related tasks.<br>• Contribute to backup monitoring and support basic recovery procedures to help maintain business continuity.<br>• Escalate more complex technical incidents when needed while continuing to communicate clearly with users and internal IT teams.
We are looking for a skilled Help Desk Analyst II to support end users and client environments in Manchester, New Hampshire. This contract opportunity with permanent potential is ideal for someone who enjoys solving technical issues across hardware, software, Microsoft-based systems, and network connectivity. The role combines remote and onsite support, with a strong focus on delivering timely resolutions, maintaining accurate documentation, and serving as a higher-level resource for escalated support needs.<br><br>Responsibilities:<br>• Diagnose and resolve technical problems involving desktops, laptops, operating systems, business applications, and basic network connectivity.<br>• Provide support for Microsoft 365, Active Directory, Azure Active Directory, and Windows-based environments across a range of user issues.<br>• Handle escalated incidents from frontline support and take ownership of more complex troubleshooting through resolution or further escalation.<br>• Set up, configure, and deploy workstations, user accounts, peripherals, and related equipment for new and existing employees.<br>• Manage service desk tickets efficiently by prioritizing requests, meeting response expectations, and communicating progress clearly to users.<br>• Record support activities, technical findings, and final resolutions in a clear and organized manner to maintain accurate service history.<br>• Assist with troubleshooting firewall and networking issues to help maintain stable and secure client IT operations.
We are looking for an experienced Business Analyst IV to join a long-term contract opportunity in Wisconsin. In this role, you will partner with business leaders and technology teams to shape reporting solutions, clarify requirements, and support delivery that strengthens operational and strategic outcomes. This position is well suited for someone who can work independently, guide cross-functional teams, and bring structure to complex initiatives in an Agile environment.<br><br>Responsibilities:<br>• Direct the reporting workstream for assigned initiatives, keeping activities aligned with timelines, priorities, and business goals.<br>• Partner with senior stakeholders across business and IT to uncover needs, define expectations, and convert requests into clear functional requirements.<br>• Facilitate key planning and delivery meetings, or coordinate appropriate team representation, to maintain momentum across Agile ceremonies and reporting discussions.<br>• Translate reporting and business needs into actionable guidance for developers and project teams to support accurate solution design and execution.<br>• Maintain a prioritized inventory of report requirements and monitor progress to ensure transparent delivery tracking.<br>• Review draft reports and related outputs before user validation to improve quality and readiness for formal testing.<br>• Oversee completion of reporting documentation, including version control practices and organized records for future reference.<br>• Support business users through demonstrations, training activities, issue follow-up, and resolution of reporting-related questions.<br>• Encourage a self-service reporting approach while helping establish solutions that are sustainable and easy to transition to support teams.<br>• Identify opportunities to reuse existing reporting assets or automations where appropriate to improve efficiency and consistency.
<p>We’re looking for an Information Security Awareness Analyst to help drive security best practices across the organization. This role blends security operations with user education, making it a great fit for someone who enjoys both hands-on security work and influencing behavior through training and communication.</p><p>What you’ll do</p><ul><li>Own and manage security awareness programs, including phishing simulations and training campaigns</li><li>Create and deliver engaging content such as newsletters, presentations, and awareness materials</li><li>Help drive a culture of security by educating users at all levels on best practices and risk reduction</li><li>Review and respond to phishing and suspicious emails to prevent potential incidents</li><li>Conduct threat research and share insights through clear, actionable communications</li><li>Support security operations with monitoring, alert review, and incident response as needed</li></ul><p>If you enjoy being at the intersection of cybersecurity, communication, and user behavior, this is a great opportunity to make a visible impact. Interested candidates should submit resumes to sally.lander@roberthalf.(com).</p>
<p>Senior Marketing Analyst</p><p>Position Overview</p><p>We are seeking a highly analytical Senior Marketing Analyst to drive data-informed decision-making across the marketing organization. This role is responsible for connecting marketing investments to business outcomes through advanced analytics, attribution modeling, customer segmentation, and performance reporting.</p><p>The ideal candidate has strong experience with marketing analytics platforms, customer journey analysis, data visualization, and large-scale data management. This position will own the end-to-end analytics process, transforming complex data into actionable insights that improve marketing effectiveness, customer acquisition, conversion, and revenue growth.</p><p>Key Responsibilities</p><p>Marketing Analytics & Data Management</p><ul><li>Aggregate, organize, and analyze data from multiple marketing and business sources.</li><li>Develop unified reporting views to evaluate customer and segment performance over time.</li><li>Perform advanced data extraction, normalization, and analysis on large datasets.</li><li>Ensure data integrity and accuracy across reporting environments.</li></ul><p>Attribution & Performance Measurement</p><ul><li>Build and enhance multi-touch attribution models to evaluate marketing channel effectiveness.</li><li>Measure the impact of marketing activities on key performance metrics including conversions, acquisition costs, revenue, return on ad spend, and customer lifetime value.</li><li>Analyze cross-channel marketing performance and provide optimization recommendations.</li></ul><p>Marketing Investment Analysis</p><ul><li>Connect marketing spend across campaigns, channels, and content initiatives to business outcomes.</li><li>Evaluate campaign effectiveness and recommend budget allocation strategies.</li><li>Support analysis of website and mobile application performance to improve conversion rates.</li><li>Partner with internal teams and external agencies to identify optimization opportunities.</li></ul><p>Customer Segmentation & Insights</p><ul><li>Analyze customer behavior, demographics, and engagement patterns.</li><li>Measure segment performance and identify opportunities for targeted marketing strategies.</li><li>Develop recommendations to improve customer acquisition, retention, and engagement.</li><li>Support personalization and audience development initiatives.</li></ul><p>Predictive Analytics & Modeling</p><ul><li>Conduct statistical analysis including correlation, regression, and predictive modeling.</li><li>Identify factors influencing conversion, retention, and customer engagement.</li><li>Support forecasting initiatives and data-driven marketing strategies.</li><li>Leverage advanced analytics techniques to improve business performance.</li></ul><p>Reporting & Visualization</p><ul><li>Create dashboards and reporting tools to communicate performance insights.</li><li>Present findings and recommendations to marketing leadership and stakeholders.</li><li>Translate complex data into clear and actionable business insights.</li><li>Develop ongoing reporting frameworks to support strategic decision-making.</li></ul><p><br></p>
<p><strong>We are looking for an experienced Sr. Financial Analyst to join our in-person team in White Plains, New York. This role will play a central part in planning, reporting, and performance analysis by turning financial data into clear business insights. The ideal candidate brings strong modeling and forecasting expertise, sound judgment, and the ability to communicate findings effectively to leaders across the organization</strong>.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Build and refine financial models that support profit and loss analysis, scenario planning, and operational decision-making.</p><p>• Review balance sheet activity, investigate variances, and help ensure financial reporting is accurate and well supported.</p><p>• Lead budgeting and forecasting activities across departments, translating business drivers into reliable financial projections.</p><p>• Prepare recurring and ad hoc analyses that highlight performance trends, risks, and areas of opportunity for management.</p><p>• Present financial results and recommendations in a clear manner to stakeholders at different levels of the organization.</p><p>• Partner with cross-functional teams to support planning efforts, reporting needs, and broader business initiatives.</p><p>• Contribute to month-end, quarter-end, and year-end analytical processes by delivering timely financial insights and reconciliations.</p><p>• Handle sensitive financial information with professionalism while maintaining strong attention to detail and data integrity.</p>
<p>Our client is looking for a Senior Operations Analyst to join their team in Baltimore, Maryland. The ideal candidate will bring a strong analytical mindset and a detail-oriented approach to financial reporting and operational analysis. This role offers the opportunity to work across multiple departments, including finance, sales, and operations, and contribute to our dynamic and collaborative culture.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to create dashboards, forecasts, and sales performance reports that support business decisions.</p><p>• Utilize advanced Microsoft Excel techniques to manage and interpret large datasets effectively.</p><p>• Collaborate with finance, sales, and operations teams to address cross-functional challenges and improve processes.</p><p>• Provide ad hoc financial analysis to support strategic initiatives and operational improvements.</p><p>• Maintain clear and precise communication with stakeholders across various departments.</p><p>• Assist in the development and refinement of performance metrics and reporting standards.</p><p>• Adapt to a fast-paced environment by managing multiple priorities and responsibilities.</p><p>• Support the implementation or transition to new systems, including Microsoft Dynamics and other related platforms.</p><p>• Ensure data accuracy and integrity in all reporting and analysis tasks.</p><p>• Contribute to a positive and engaging workplace culture while driving continuous improvement.</p>
<p>We are looking for a Sr. Financial Analyst to join a manufacturing organization in Lake Mary, Florida. This position partners closely with finance leadership to deliver meaningful analysis, support business planning, and translate complex data into clear recommendations for decision-making. The ideal candidate brings strong modeling expertise, strong presentation skills, and experience working in a large, fast-paced corporate environment.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Controller and divisional finance leaders to provide financial insights that support strategic and operational decisions.</p><p>• Build and maintain detailed financial models used for forecasting, budgeting, and scenario analysis across the business.</p><p>• Prepare executive-level presentations and reporting materials that communicate performance trends, risks, and opportunities clearly.</p><p>• Analyze financial results, investigate variances, and deliver ad hoc reporting to address evolving business needs.</p><p>• Use data reporting and visualization tools to turn large data sets into actionable business intelligence.</p><p>• Support planning cycles by developing accurate forecasts and recommending improvements based on financial performance.</p><p>• Contribute to reporting processes within SAP and assist with finance systems and tools such as OneStream when applicable.</p><p>• Work effectively within a large-scale business environment, collaborating across teams in a division with significant revenue scope.</p><p><br></p><p>For immediate consideration regarding the Sr. Financial Analyst position, please send your resume to Mitch Anderson, VP and Practice Director. ***You can find my email on LinkedIn (Mitch Anderson, MBA) to send me your resume directly. You can also call (407) 214-8427.</p>
We are looking for a Sr. Financial Analyst to join a Financial Services team in Buffalo, New York, supporting transaction-focused financial analysis and reporting. In this role, you will evaluate company performance, translate financial findings into clear business insights, and contribute to materials used by decision-makers during active deals. This position offers the opportunity to work closely with senior professionals while helping clients navigate both buy-side and sell-side engagements.<br><br>Responsibilities:<br>• Examine financial records and operating results to evaluate earnings trends and determine sustainable profitability.<br>• Develop quality of earnings analyses, including normalized revenue, adjusted EBITDA calculations, and assessments of working capital activity.<br>• Investigate unusual accounting activity and explain one-time items that may affect the interpretation of financial performance.<br>• Prepare concise presentation materials and written summaries tailored for executives and transaction stakeholders.<br>• Partner with senior team members to deliver accurate analysis, practical recommendations, and dependable support within tight deadlines.<br>• Contribute analytical support for clients involved in acquisitions, divestitures, and other strategic transaction processes.
We are looking for an experienced Sr. Financial Analyst to support strategic and operational decision-making through insightful financial evaluation and reporting. This role will play a key part in interpreting performance trends, building forecasting tools, and delivering actionable recommendations to business leaders in Baytown, Texas. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear financial insights.<br><br>Responsibilities:<br>• Develop detailed financial models to support budgeting, forecasting, long-range planning, and business scenario evaluations.<br>• Examine operating results and key financial metrics to identify trends, explain performance fluctuations, and highlight risks or opportunities.<br>• Prepare variance reviews that compare actual results against budgets, forecasts, and prior periods, then communicate findings to stakeholders.<br>• Conduct specialized financial studies and ad hoc analyses to assist leadership with planning, investment, and operational decisions.<br>• Gather, organize, and interpret large data sets using analytical techniques that improve reporting accuracy and business insight.<br>• Partner with cross-functional teams to provide financial guidance, strengthen planning processes, and support performance management efforts.<br>• Create concise reports and presentations that translate quantitative findings into meaningful recommendations for leadership.<br>• Monitor financial performance drivers and contribute to continuous improvement in analytical methods, reporting tools, and forecasting approaches.
<p><em>The salary range for this position is $95,000-$115,000 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>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Prepare and deliver monthly financial reporting packages for assigned entities</li><li>Maintain, review, and analyze all general ledger accounts</li><li>Perform overall income statement and balance sheet analysis</li><li>Oversee the accounting and operations for multiple private investment vehicles</li><li>Assist with accounting and operations of private equity real estate funds</li><li>Support the team in all investment fund accounting</li><li>Analyze processes for improvement</li><li>Recommend and implement process changes where appropriate</li><li>Prepare analyses to support annual financial statement audits and the preparation of tax returns</li></ul><p> </p>
We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in preparing detailed financial analyses, supporting reporting initiatives, and delivering actionable insights to guide decision-making. This position offers the opportunity to collaborate across various departments and contribute to the firm’s overall financial operations.<br><br>Responsibilities:<br>• Develop comprehensive financial reports and analyses using accounting systems, report-writing tools, and Microsoft Excel.<br>• Assist with preparing monthly, quarterly, and annual management reports, financial statement reviews, and ad-hoc analyses.<br>• Collaborate with internal teams to complete high-priority external surveys and deliver accurate data.<br>• Partner with the FP&A leadership team to understand priorities and provide guidance to entry level analysts.<br>• Lead and manage ad hoc projects from inception to completion, ensuring timely and successful delivery.<br>• Gain a deep understanding of the firm’s financial systems and operations to act as a subject matter expert.<br>• Leverage tools such as Excel, Power Query, and Tableau to generate accurate and actionable financial insights.<br>• Perform additional tasks as assigned to support the team’s objectives.
Katie Weigel with Robert Half Finance and Accounting is recruiting a Senior Financial Analyst for a start up green/sustainability company with a focus in recycling, based in Reno. This role will partner closely with business leadership, including the Operations President and corporate CFO, to deliver financial insights that drive operational performance and strategic decision-making.<br><br>The ideal candidate brings strong experience in understanding budgeting and financial reporting, ERP systems, and manufacturing processes. The person in this role will develop and maintain financial models, forecasts, and projections and coordinate financial reviews, variance analysis, and provide recommendations for improving performance and profitability. This role will be pivotal, as the company enters the production phase of business, providing financial planning and reporting. The ideal candidate must thrive in a fast-paced environment, be driven to work cross-functionally, and be adaptable to changing responsibilities and priorities.<br><br>Key Responsibilities of the Position:<br><br>Develop and maintain financial models, forecasts, and long-range plans to support operational and strategic decision-making<br>Partner with operations leadership to provide actionable financial insights on cost drivers, productivity, and profitability<br>Analyze manufacturing costs, variances, and KPIs, and recommend actions to improve performance<br>Support and enhance cost accounting processes, including tracking, allocation, and break-even analysis<br>Perform monthly, quarterly, and annual reporting, including variance analysis and executive-level presentations<br>Support budgeting and forecasting processes, including scenario modeling and sensitivity analysis<br>Evaluate strategic initiatives and capital investments, including pro forma and deal analysis<br>Collaborate cross-functionally to design and implement reporting and analytics solutions within ERP/BI systems<br>Support system configuration and process improvements related to reporting in a production environment<br>Execute special projects and ad hoc analysis for senior leadership, including the CFO<br><br><br>Minimum Requirements:<br><br>Bachelor’s degree in finance, Accounting, or related field<br>5+ years of finance experience in a manufacturing or production environment<br>Ability to apply experience and critical thinking skills to solve problems<br>Highly organized<br>Excellent at time management and multitasking<br>Proficiency with Microsoft Office, especially Excel.<br>Ability to communicate clearly and concisely, both verbally and in writing<br>Comfortable in a fast-paced, start-up environment<br><br>Preferred Qualifications:<br>Experience with BI tools (e.g., Power BI, Tableau) or forecasting platforms<br>Experience supporting plant operations or industrial environments<br>CPA, CFA, or MBA (a plus)<br><br>The company offers a compelling opportunity for growth and creation of the finance footprint in a start up environment, where operations is keen to working closely utilizing the FP&A function to drive decision making. The position offers bonus and equity potential, as well as a good benefits package and phenomenal finance/accounting leadership to learn from. Interested in hearing more? Please apply today!
We are looking for a Senior Financial Analyst to join a high-performing finance team in Newport Beach, California. This role is ideal for a detail-oriented individual who combines strong financial statement knowledge with advanced modeling capabilities and a practical, solutions-oriented mindset. The position will play a central part in forecasting, business performance analysis, and leadership reporting while partnering closely with accounting, treasury, and other internal stakeholders.<br><br>Responsibilities:<br>• Lead the maintenance and ongoing enhancement of the company’s financial planning models, ensuring inputs are accurate, assumptions are well supported, and outputs are reliable for decision-making.<br>• Partner with accounting and treasury teams to align forecasts, budgets, and financial results with broader business performance and reporting needs.<br>• Evaluate new transactions and business opportunities by building and reviewing financial analyses that clarify potential outcomes, risks, and value drivers.<br>• Prepare variance analyses and management reports that explain performance trends, key drivers, and areas requiring attention from leadership.<br>• Translate complex financial data into clear, concise insights for senior leaders and support presentations used in executive discussions.<br>• Perform ad hoc analysis to address evolving business questions, support strategic initiatives, and improve financial visibility across the organization.<br>• Review large datasets and detailed spreadsheets to identify patterns, validate assumptions, and strengthen the quality of financial recommendations.<br>• Contribute to process improvements within FP&A activities, including refining reporting approaches and supporting changes to financial workflows when needed.
<p>Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support.</p><p><br></p><p>The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability.</p><p><br></p><p>For confidential consideration or additional information, please contact: <strong>Robyn Rosemon 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.</p><p>• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.</p><p>• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.</p><p>• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.</p><p>• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.</p><p>• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.</p><p>• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.</p><p>• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.</p><p>• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Indianapolis, Indiana. This role requires a strong background in financial analysis, logistics, and supply chain management. The ideal candidate will excel in using advanced tools like Excel and Power BI to analyze and interpret complex data.<br><br>Responsibilities:<br>• Conduct comprehensive financial analysis to support decision-making processes and improve operational efficiency.<br>• Develop and maintain financial models to evaluate costs, forecasts, and performance metrics.<br>• Perform variance analysis to identify trends, discrepancies, and areas for improvement.<br>• Analyze freight costs, quotes, and logistics data to optimize supply chain operations.<br>• Collaborate with cross-functional teams to enhance efficiencies in freight and parcel management.<br>• Utilize Power BI and advanced Excel techniques to create dashboards, reports, and data visualizations.<br>• Monitor key performance indicators (KPIs) to ensure alignment with business objectives.<br>• Provide actionable insights and recommendations based on financial and operational data.<br>• Support budgeting and forecasting activities by delivering accurate and timely analysis.<br>• Stay updated on industry trends to identify opportunities for cost savings and process improvements.
We are looking for an experienced Sr. Financial Analyst to support strategic finance activities in Indianapolis, Indiana. This role will help guide capital planning, forecasting, and performance analysis while partnering closely with operations and leadership teams. The ideal candidate brings strong modeling skills, sound business judgment, and the ability to turn financial data into practical recommendations for decision-makers.<br><br>Responsibilities:<br>• Drive regional capital planning activities by coordinating long-range investment budgets, aligning priorities with business leaders, and tracking actual and projected spending performance.<br>• Build detailed financial analyses and business cases to support funding requests, working with operational partners to collect assumptions and clearly define expected value.<br>• Support the financial evaluation and onboarding of acquisitions or new business opportunities, including early-stage diligence and collaboration with corporate transaction stakeholders.<br>• Lead budgeting, forecasting, and financial planning cycles across key expense and balance sheet areas, including operating costs, working capital, and inventory.<br>• Prepare clear, executive-ready reports and presentations that explain financial results, risks, trends, and forward-looking expectations to senior leadership.<br>• Perform variance analysis to identify performance drivers, highlight gaps to plan, and recommend actions that improve financial outcomes.<br>• Partner across finance, sales, and operations to strengthen decision-making through timely insights, scenario modeling, and data-backed recommendations.
We are looking for an experienced Sr. Financial Analyst to help guide financial planning, performance analysis, and decision support for a growing hospitality organization in Raleigh, North Carolina. In this role, you will work closely with operational and corporate leaders to translate financial data into practical business insight. The position is well suited for someone who combines strong modeling skills with sound business judgment and can improve reporting, forecasting, and overall financial visibility.<br><br>Responsibilities:<br>• Direct budgeting cycles and rolling forecasts by gathering inputs, refining assumptions, and producing reliable outlooks for leadership review.<br>• Evaluate operating results, uncover meaningful trends, and present recommendations that support revenue growth, cost control, and stronger performance.<br>• Create recurring management reports that highlight key metrics, explain variances, and provide clear financial context for decision-makers.<br>• Build and enhance financial models used for long-term planning, investment evaluation, and business case development.<br>• Collaborate with department leaders to assess performance drivers, align financial expectations, and improve accountability across teams.<br>• Assist with close-period analysis through accrual validation, review of financial activity, and timely preparation of supporting reports.<br>• Conduct detailed analysis of profitability, spending, cash flow, and revenue patterns to identify risks and opportunities.<br>• Strengthen reporting processes by improving accuracy, streamlining workflows, and maintaining dependable financial data across systems.<br>• Contribute to strategic initiatives such as long-range planning, board-level materials, special analyses, and implementation-related projects as needed.
<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven MS Business Central 365 expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P&L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>Our client is looking for a Senior Financial Analyst with 2+ years experience who has strong analytical skills, business partnering, and is savvy with systems/technology. Growing company making acquisitions with lots of potential. Will look at Financial Analysts looking to move up! If you are interested, please reach to me on LinkedIn @JenniferExsted.</p>