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267 results for Finan jobs

Finance Director

Lansing, MI
onsite
Permanent / Full Time
180000 - 210000 USD / Yearly
Our client, a highly respected global manufacturing organization, is seeking a Finance Director to join its leadership team. This is a unique opportunity for a strategic Finance Director professional who thrives at the intersection of finance, operations, and business transformation.The Finance Director will serve as a key business partner to executive leadership and play a critical role in driving enterprise-wide initiatives designed to improve processes, enhance reporting capabilities, optimize operations, and support long-term growth. The ideal candidate combines strong financial acumen with proven project management experience leading complex global transformation initiatives across multiple business units and geographies. This role offers significant visibility with senior leadership and the opportunity to make a lasting impact on a growing global organization. Key Responsibilities<ul><li>Partner with executive leadership to develop and execute strategic financial and operational initiatives</li><li>Lead large-scale transformation projects focused on process improvement, systems optimization, organizational effectiveness, and operational excellence</li><li>Manage cross-functional project teams across finance, operations, supply chain, manufacturing, IT, and commercial functions</li><li>Drive global standardization of financial processes, reporting, controls, and performance metrics</li><li>Support enterprise-wide planning, forecasting, budgeting, and financial analysis activities</li><li>Develop business cases and financial models to evaluate strategic investments and operational initiatives</li><li>Identify opportunities to improve profitability, working capital, productivity, and operational performance</li><li>Deliver executive-level presentations and updates regarding project milestones, risks, and expected outcomes</li><li>Collaborate with regional and international finance teams to align financial objectives and best practices</li><li>Champion change management efforts to ensure successful implementation and adoption of key initiatives</li></ul>For immediate consideration call Jimmy Tunney at 517-657-8054.
2026-06-12T00:00:00Z

Finance Director

New Haven, CT
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Finance Director Real Estate – Multi-Family - Growing! $120,000 - $150,000 plus bonus Reference Code: DS0013428170 RECRUITER CONTACT: Duane.Sauer@Roberthalf com Asset and property manager for multi-family real estate is growing and hiring its first Finance Director. As the company grows this role will evolve to CFO for the right person. This is a unique role as the role has less core accounting responsibilities and more FP&A, acquisition analysis and implementing process improvements. The organization has the financial backing for more acquisitions and is actively seeking them. Responsibilities include oversight of staff responsible for AR, AP, Payroll, month end close and financial reporting. Core responsibilities include budget preparation and analysis, analysis of potential acquisitions, quarterly internal reporting, assessing and implementing improvements to accounting policies, procedures and internal controls and responsible for developing ways to utilize the company ERP system and AI. The company also wants someone who will provide strategic advice and can help them grow. Minimum requirements include a BS in Accounting, strong month end close experience including generally ledger reconciliation and monthly GAAP reporting, commercial or multi-family real estate experience, experience providing strategic advice, experience assessing and implementing improvements to accounting policies, internal controls, willingness to expand utilization of their ERP system and strong analysis experience. Base salary range of $120,000 - $150,000 plus bonus will depend on experience. If you meet the minimum requirements and want to learn more about this opportunity, email your resume as a word document to Duane E. Sauer, CPA at Duane.Sauer@Roberthalf com or reach out to him on LinkedIn and reference DS0013428170 For quicker consideration please email Duane directly at Duane.Sauer@RobertHalf com vs. “applying” or contact him via LinkedIn. Email duane.sauer@roberthalf com
2026-06-05T00:00:00Z

Director of Finance

New Haven, CT
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Finance Director, New Haven AreaContact: Brittany Rizzo / Brittany.Rizzo@roberthalf comReference ID: BR0013384966 Position OverviewOur client is a local non-profit in the greater New Haven area and is seeking an experienced, strategic, and ethical finance professional to serve as its next Finance Director. This executive-level position is responsible for the overall leadership, management, and oversight of the financial operations, ensuring fiscal integrity, transparency, and long-term financial sustainability.The Finance Director serves as a key member of the leadership team and works closely with the Manager, elected officials, department heads, auditors, and the community. Key Responsibilities<ul><li>Direct and oversee all financial operations, including budgeting, accounting, payroll, accounts payable/receivable, treasury management, purchasing, and financial reporting.</li><li>Develop and manage the Town’s annual operating and capital budgets.</li><li>Provide long-range financial forecasting and strategic financial planning.</li><li>Prepare monthly, quarterly, and annual financial reports for the Town Manager and Town Council.</li><li>Ensure compliance with all federal, state, and local laws, regulations, and reporting requirements.</li><li>Coordinate and oversee annual independent audits and implement recommendations.</li><li>Manage cash flow, investments, debt issuance, and bond compliance.</li><li>Establish and maintain strong internal controls and financial policies.</li><li>Supervise and mentor finance department staff.</li><li>Present financial information clearly to elected officials and the public.</li><li>Support grant administration and financial reporting for externally funded programs.</li></ul>
2026-06-17T00:00:00Z

Director of Finance

Frisco, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a strategic finance leader to oversee enterprise-wide reporting, planning, and performance analysis for our organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and presented to executive stakeholders while strengthening forecasting accuracy and decision support across the business. The ideal candidate brings strong leadership, sound business judgment, and the ability to translate complex financial data into clear recommendations that support growth and operational discipline. Responsibilities: • Direct enterprise financial consolidation activities across business units and regions, ensuring reporting is accurate, consistent, and delivered on schedule. • Lead the creation of monthly, quarterly, and annual reporting materials for senior executives and the Board, presenting financial results through clear analysis and effective visuals. • Partner with accounting teams to align close schedules, reporting deliverables, and explanations for performance fluctuations. • Improve management reporting, dashboards, and analytical processes to provide deeper insight into trends, risks, and forecast performance. • Oversee company-wide budgeting, forecasting, and long-range planning cycles, driving structure, accountability, and continuous enhancement of planning practices. • Build scenario models and strategic analyses that inform investment decisions, growth initiatives, and enterprise efficiency efforts. • Track and evaluate key business and SaaS performance indicators to support informed decision-making and performance management. • Support quarterly business reviews, board meetings, and investor-related updates with forward-looking analysis, performance summaries, and ad hoc presentations. • Serve as a finance partner to cross-functional leaders by providing actionable guidance that helps improve results and reinforce accountability.
2026-06-16T00:00:00Z

Director of Finance

Santa Fe Springs, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Director of Finance | High-Growth Company | Santa Fe Springs, CAAre you a strategic finance leader ready to make a real impact? We’re partnering with a rapidly growing, multi-entity organization seeking a Director of Finance to take ownership of financial operations and help drive the next phase of growth.This is a high-visibility role where you’ll work closely with executive leadership to strengthen financial infrastructure, improve performance, and support key business decisions across multiple subsidiaries.What You’ll Do:<ul><li>Lead and develop the finance and accounting team, ensuring accurate and efficient day-to-day operations</li><li>Oversee core functions including AR, AP, budgeting, forecasting, and financial reporting</li><li>Drive the month-end and year-end close processes, ensuring timely and accurate results</li><li>Establish and enhance accounting policies, procedures, and internal controls</li><li>Prepare and present financial reports across multiple entities with a focus on accuracy and compliance</li><li>Conduct variance analysis, identify trends, and deliver actionable insights to leadership</li><li>Ensure compliance with federal, state, and multi-state sales tax regulations</li><li>Perform balance sheet reconciliations, including cash, fixed assets, and other key accounts</li><li>Partner with external auditors, banks, and tax advisors to support audits and reporting requirements</li></ul>What We’re Looking For:<ul><li>Proven experience in a Director of Finance or senior finance leadership role</li><li>Strong technical accounting knowledge and operational finance expertise</li><li>Experience in multi-entity or multi-subsidiary environments</li><li>Hands-on leadership style with the ability to scale teams and processes</li><li>Strategic mindset with the ability to influence and partner with executive leadership</li></ul>Why Join?<ul><li>Opportunity to shape and scale the finance function in a growing company</li><li>High-impact role with direct exposure to leadership</li><li>Collaborative, fast-paced environment where your ideas matter</li></ul>If you're looking for a role where you can combine strategy, leadership, and execution—this is it. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number00460-0013413795. email resume to [email protected]
2026-06-17T00:00:00Z

Director of Finance

Reno, NV
onsite
Permanent / Full Time
150000 - 170000 USD / Yearly
Brad Stewart with Robert Half Finance & Accounting is recruiting for a Director of Finance for an Infrastructure-as-a-Service and SaaS business here in Reno, NV. Key Responsibilities: <ul><li>Own the full accounting function, including monthly/quarterly close, consolidations, reconciliations, AR/AP, and cash management.</li><li>Oversee revenue recognition for multi-tier subscription products</li><li>Manage tax compliance and coordinate with external advisors for multi-state implications.</li><li>Manage the annual audit process in a timely, cost-effective manner.</li><li>Build, refine, and own integrated financial models.</li><li>Partner with the CEO to develop annual budgets, long-range strategic plans, and ROI analyses for strategic hiring, engineering investment, marketing initiatives, and product development.</li><li>Provide financial decision support for all operational leaders to drive good business decision making.</li><li>Produce scenario modeling for pricing changes, packaging redesign, and marketplace/channel economics.</li><li>Work collaboratively with the CEO to develop, produce, and continuously refine all Board meeting materials.</li><li>Partner with the CEO to craft clear narratives around company performance, GTM progress, operational risks, and capital allocation priorities.</li><li>Ensure full compliance with all lender debt terms, including covenants, reporting timelines, compliance certificates, and audit requirements.</li><li>Support analysis and diligence of potential acquisitions, including quality of earnings, synergy sizing, integration budgeting, and deal structuring</li></ul>
2026-06-12T00:00:00Z

Director of Finance

Cincinnati, OH
onsite
Permanent / Full Time
195000 - 225000 USD / Yearly
Robert Half is looking for a Director of Finance for a growing company. The director of finance is responsible for oversight of timely and accurate preparation of monthly financial statements, activity reports, annual budgets, financial forecasts, reconciliation of all balance sheet accounts, lead the month-end and year-end close process for the assigned business group. Must have multi site manufacturing experience. For immediate consideration please contact Jarrod Moon at (859)229-3603.Essential duties:• Analyze and accurately report current month’s financial results to the division, sales, and corporate management in accordance with corporate format and time requirements. • Manage divisional accounting team• Collaborate with all manufacturing plant management to ensure maximum profitability• Work in conjunction with the accounting teams to ensure accuracy of physical inventory and reported results. Investigate and explain book to physical adjustments. • Review labor reporting and cost, material costs, manufacturing overhead, distribution cost, returns and inventory levels. • Assure adherence to Generally Accepted Accounting Policies. Resolve questions of GAAP and internal controls with corporate financial management.• Work with the accounting teams to identify and explain monthly results through financial bridges. • Submit all financial transactions, transmissions, and reporting on a timely and accurate basis
2026-06-11T00:00:00Z

Director of Finance

New York, NY
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
We are looking for a strategic finance leader to guide planning, forecasting, and performance analysis for our organization in New York, New York. This role will shape financial insights for senior leadership, strengthen reporting accuracy, and support data-driven decisions across the business. The Director of Finance will work closely with accounting, sales, and marketing to improve visibility into revenue, margins, cash flow, and overall financial performance. Responsibilities: • Lead the annual budgeting process and support longer-range financial planning to align business goals with resource allocation. • Oversee recurring forecasts across weekly, monthly, quarterly, and annual timelines, and analyze performance trends against expectations. • Develop and deliver clear financial updates, dashboards, and presentation materials for executives and board-level audiences. • Manage and enhance core reporting tools and models, including cash flow projections, revenue tracking, margin analysis, backlog reporting, utilization metrics, and commission-related reporting. • Partner with the accounting team to validate financial data after close cycles and ensure reporting reflects accurate and consistent information. • Collaborate with sales and marketing leaders to refine revenue outlooks and evaluate product-level economics for pricing and packaging decisions. • Support the design and analysis of incentive structures by assessing commission approaches and their financial impact. • Monitor key business drivers and provide actionable recommendations to improve financial performance and planning effectiveness.
2026-06-12T00:00:00Z

Director of Finance

Wenatchee, WA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Robert Half is looking for a Director of Finance to join a dynamic and growing team in the Wenatchee, WA area. The Director of Finance is responsible for the integrity, accuracy, and timeliness of financial reporting across a complex, multi-entity organization. This role leads the monthly close process, oversees compliance and treasury functions, and partners with executive leadership to provide financial insights that support both operational and strategic decision-making. The ideal candidate is detail-oriented, intellectually curious, and capable of operating both tactically and strategically. Key ResponsibilitiesFinancial Close & Reporting<ul><li>Lead the timely and accurate execution of the monthly close process</li><li>Prepare, review, and analyze journal entries, reconciliations, and supporting documentation</li><li>Analyze general ledger activity and investigate variances</li><li>Develop and maintain cost allocation methodologies across entities</li><li>Prepare monthly financial statements and internal management reports</li><li>Identify trends and provide actionable business insights</li></ul>Compliance & Reporting<ul><li>Respond to inquiries from regulatory agencies</li><li>Prepare and file applicable tax returns (including sales/use and excise tax)</li><li>Support research and application of applicable assistance or incentive programs</li><li>Assist with lender reporting and compliance requirements</li></ul>Treasury & Cash Management<ul><li>Oversee bank and debt reconciliations</li><li>Manage daily cash operations, including fraud prevention processes</li><li>Develop cash flow forecasts and liquidity planning</li><li>Monitor working capital and banking activity</li><li>Partner with executive leadership on financing and capital structure</li></ul>Leadership & Strategic Responsibilities<ul><li>Support operating plans and monitor financial performance against targets</li><li>Mentor and develop finance team members</li><li>Improve systems, processes, and internal controls</li><li>Build relationships with financial partners and internal stakeholders</li><li>Support investor reporting and financial analysis</li><li>Lead or contribute to special projects and system enhancements</li></ul>BENEFITS OFFERED:<ul><li>SALARY RANGE: $125,000-$150,000</li><li>Healthcare Benefits: Medical, Dental, Vision</li><li>Other Insurance: HSA</li><li>PTO: 2 weeks paid time off </li></ul>
2026-06-18T00:00:00Z

Director of Finance

Reedley, CA
onsite
Permanent / Full Time
150000 - 215000 USD / Yearly
Tyler Houk (Practice Director) with Robert Half is looking for an experienced Director of Finance to lead and oversee the financial operations of our organization on a global scale. This role focuses on driving financial strategies, ensuring compliance with international standards, and supporting the company’s growth across diverse markets. The ideal candidate will bring extensive expertise in international finance, exceptional leadership skills, and the ability to navigate complex cross-border financial environments. Responsibilities:• Develop comprehensive financial strategies to support international business operations and drive profitability.• Oversee financial planning, budgeting, and forecasting processes across global markets.• Manage risks associated with foreign exchange, tax structures, and regulatory compliance in various jurisdictions.• Ensure timely and accurate financial reporting that aligns with international accounting standards and local regulations.• Lead and mentor regional finance teams to promote efficiency, consistency, and adherence to best practices.• Collaborate with executive leadership to provide strategic financial insights and actionable recommendations.• Support international business initiatives, including mergers, acquisitions, and expansions.• Conduct performance analysis to identify opportunities for cost optimization and revenue growth.• Establish and implement financial controls to safeguard company assets and ensure compliance.• Drive continuous improvement in financial processes and systems to enhance operational effectiveness.
2026-05-29T00:00:00Z

Director of Finance

Union, SC
onsite
Permanent / Full Time
120000 - 135000 USD / Yearly
We are looking for an experienced Director of Finance to lead financial strategy and oversight for a non-profit/governmental organization in Union, South Carolina. This role will guide budgeting, reporting, and close activities while helping leadership make informed fiscal decisions. The ideal candidate brings strong knowledge of governmental finance practices, sound judgment, and a hands-on approach to maintaining financial accuracy and accountability. Responsibilities:• Lead the development and administration of the annual operating budget, ensuring alignment with organizational priorities and fiscal guidelines.• Oversee month-end closing activities, reviewing financial results for accuracy, completeness, and timely submission.• Direct budget planning and monitoring efforts, including variance analysis and recommendations for corrective action when needed.• Prepare and present financial reports that support executive decision-making and provide clear insight into performance and trends.• Manage cash flow forecasting and liquidity planning to help maintain financial stability and support ongoing operations.• Ensure compliance with applicable governmental accounting standards, policies, and reporting requirements within a county government environment.• Partner with department leaders to evaluate financial needs, improve budget discipline, and strengthen accountability across the organization.• Support audits and financial reviews by maintaining organized records, coordinating documentation, and addressing findings appropriately.
2026-06-05T00:00:00Z

Director of Finance

Richmond, VA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
We are looking for an experienced finance leader to join our team in Richmond, Virginia. This onsite position will guide core accounting and financial planning activities while providing leadership to a small team across multiple functional areas. The role is well suited for someone who can strengthen financial oversight, support business growth, and deliver accurate insight through disciplined reporting and reconciliation practices. Responsibilities: • Lead day-to-day finance and accounting operations, ensuring accuracy, timeliness, and strong internal financial controls. • Supervise and develop a small team of 2-3 professionals, setting priorities and supporting high-quality execution across finance activities. • Oversee the general ledger and perform detailed account reconciliations to maintain reliable financial records. • Direct the month-end close process, coordinating deliverables and resolving issues to support timely reporting. • Prepare and manage the annual budgeting cycle, partnering with leadership to align financial plans with business objectives. • Monitor budget performance and refine budget processes to improve forecasting accuracy and decision-making. • Produce financial reports for leadership that highlight results, trends, and areas requiring attention. • Build and maintain cash flow forecasts to support liquidity planning and operational needs.
2026-06-17T00:00:00Z

Director of Finance

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a strategic finance leader to oversee accounting operations, strengthen financial reporting, and support sound decision-making across the organization in Dallas, Texas. This role combines hands-on leadership with big-picture planning, guiding core accounting functions while helping senior leaders and board stakeholders understand financial performance. The ideal candidate brings strong nonprofit accounting knowledge, a disciplined approach to compliance, and a commitment to building efficient processes and a high-performing team. Responsibilities: • Lead daily accounting activities across payables, receivables, payroll, and account reconciliations to ensure accuracy and consistency. • Direct month-end and year-end close activities, producing reliable financial statements on schedule. • Maintain a strong control environment and ensure accounting practices align with organizational policies and nonprofit reporting standards. • Coordinate annual audit readiness, manage auditor requests, and support a smooth external audit process. • Oversee preparation of required tax and regulatory filings, including 1099 reporting and annual Form 990 submissions in partnership with outside advisors. • Guide the annual budgeting cycle with finance leadership and department heads, while supporting forecasting and ongoing budget monitoring. • Prepare financial analyses, reports, and presentation materials for executive leadership, committees, and the board, highlighting trends, risks, and performance drivers. • Manage financial systems and reporting workflows, improve accounting procedures, and implement process enhancements that increase efficiency and transparency. • Supervise and develop accounting team members through goal setting, coaching, and performance feedback while fostering a collaborative work environment.
2026-06-05T00:00:00Z

Director of Finance

San Francisco, CA
remote
Permanent / Full Time
170000 - 190000 USD / Yearly
A mission-driven, growth-oriented organization in the healthcare services sector is seeking a Director of Finance to lead strategic pricing and revenue optimization initiatives across a diverse portfolio of service lines. This role serves as a key partner to executive leadership, helping drive financial performance, growth strategy, and long-term sustainability. Position SummaryThe Director of Finance will lead corporate pricing and financial strategy efforts, focusing on revenue optimization, margin improvement, and data-driven decision support. This individual will collaborate cross-functionally with executive leadership, business development, and FP&A to evaluate market opportunities, support contract strategy, and guide key financial decisions. Key Responsibilities<ul><li>Lead development and execution of pricing strategies across multiple service lines</li><li>Build and maintain complex financial models to support rate setting, contract negotiations, and business expansion</li><li>Partner with business development to evaluate new opportunities, RFPs, and market expansion initiatives</li><li>Analyze financial performance, market trends, and competitive positioning to inform strategic decisions</li><li>Present actionable insights and recommendations to executive leadership (CFO, FP&A, and senior leadership team)</li><li>Drive initiatives that improve revenue growth, profitability, and operational efficiency</li><li>Manage and mentor a small team, fostering a high-performance finance function</li><li>Ensure compliance with applicable financial and regulatory requirements</li></ul>
2026-06-08T00:00:00Z

Director of Finance

Grand Rapids, MI
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for an experienced finance leader to guide the financial direction of a growing residential construction organization. This position combines strategic oversight with day-to-day leadership across planning, reporting, cash management, and operational analysis. The Director of Finance will work closely with executive and field leadership to strengthen profitability, improve visibility into project performance, and support disciplined business growth. Responsibilities: • Direct the company’s finance and accounting activities, including close processes, ledger accuracy, management reporting, forecasting, and annual planning. • Produce timely monthly, quarterly, and year-end financial statements, along with analysis that highlights trends, risks, and opportunities. • Oversee project-based financial tracking such as job costing, revenue recognition, backlog reporting, and gross margin performance across residential construction work. • Collaborate with leaders in operations, purchasing, and executive management to assess project results, monitor spending patterns, and improve financial outcomes. • Manage cash planning, working capital priorities, and banking relationships to ensure the business is well positioned for ongoing operations and expansion. • Strengthen financial governance by maintaining effective internal controls, consistent accounting practices, and reliable reporting procedures. • Lead audit preparation, support tax and lender reporting requirements, and help ensure compliance with applicable financial standards and regulations. • Build models and scenario analyses that inform strategic decisions, operational improvements, and long-range planning. • Coach and develop finance team members while setting clear expectations and promoting accountability across the function.
2026-06-09T00:00:00Z

Director of Finance

Ballston Spa, NY
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
We are looking for a strategic and hands-on finance leader to guide the financial health of a mission-driven nonprofit organization in Ballston Spa, New York. This role will manage core accounting operations, strengthen financial planning, and deliver meaningful analysis to support executive decision-making. The Director of Finance will play a visible role across the organization by ensuring sound reporting, responsible stewardship of funds, and compliance with nonprofit and grant-related requirements. This is a direct-hire, fully on-site role that offers the ability to directly impact the local community. Apply today! Responsibilities:• Direct daily finance and accounting activities, including oversight of reconciliations, close processes, and timely preparation of financial statements.• Lead the development of annual operating budgets and periodic forecasts, aligning financial plans with organizational priorities.• Monitor cash position and project future funding needs to help maintain financial stability and support informed planning.• Prepare and present financial reports and performance insights for executive leadership to support strategic and operational decisions.• Oversee nonprofit accounting practices, including fund tracking and grant-related financial management, to ensure accurate use and reporting of restricted resources.• Maintain strong internal controls and ensure adherence to applicable nonprofit regulations, reporting standards, and audit expectations.• Coordinate documentation and financial schedules required for grant reporting and single audit activities.• Identify opportunities to improve financial processes and increase efficiency across accounting and reporting functions. Salary Range: $85,000 - $115,000
2026-06-10T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner

Chattanooga, TN
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
This search is being conducted by Steve Spinello. Financial Planner (CPA / CFP)Chattanooga, TN | Onsite/HybridWe are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship. About the RoleThis position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients. Key Responsibilities<ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients. </li><li>Partner with lead and service advisors to support client planning needs. </li><li>Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations. </li><li>Lead tax-focused planning strategies and provide insights through tax return review. </li><li>Update and maintain client financial plans as circumstances evolve. </li><li>Serve as the internal expert on financial planning best practices, tools, and processes. </li><li>Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output. </li></ul>Why This Opportunity Stands Out<ul><li>Join a respected, fee-only RIA with an established client base and strong team culture. </li><li>Focus on what you do best: financial planning strategy and analysis. </li><li>Work in a collaborative environment where your technical expertise will have visible impact. </li></ul>If you’re a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we’d love to connect.Apply today or message me directly to learn more.
2026-06-01T00:00:00Z

Financial Planner

Houston, TX
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients. Responsibilities:• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions. For immediate consideration contact Mark, mark.loiacano@roberthalf
2026-05-26T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

VP, Finance

San Jose, CA
onsite
Permanent / Full Time
200000 - 270000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Finance | TOP Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

VP, Finance

Shawnee Mission, KS
onsite
Permanent / Full Time
160000 - 220000 USD / Yearly
We are looking for a strategic finance leader to guide financial performance and support business growth with a dynamic manufacturing company in Overland Park, Kansas. This role will oversee planning, reporting, cash management, and compliance while partnering closely with commercial and operational teams to improve decision-making. The ideal candidate brings deep experience in FP&A and commercial finance, along with the leadership skills to strengthen processes, controls, and team capability. If you or someone you know is interested in this VP, Finance position, please contact Melissa Valenzuela at 816-601-1192 for more details! Responsibilities:• Shape financial direction by creating strategies that support growth, profitability, and broader business objectives.• Lead the budgeting cycle, rolling forecasts, and longer-range planning activities, including alignment between operational plans and financial expectations.• Assess results across products, customers, and sales channels to highlight performance trends and recommend actions that improve margin and efficiency.• Deliver clear financial updates, analysis, and presentations for senior leadership to support informed decision-making.• Oversee month-end close activities and financial reporting to ensure accuracy, timeliness, and compliance with group and local statutory requirements.• Manage cash flow forecasting, working capital reviews, and periodic reforecasts to improve liquidity planning and overall cash performance.• Direct tax reporting and compliance activities while supporting initiatives that strengthen cross-border tax outcomes and broader global tax efforts.• Partner with teams across sales, marketing, and supply chain to provide financial insight, challenge assumptions, and support business decisions.• Strengthen internal controls, improve data quality, reduce process inefficiencies, and guide the finance team through ongoing operational improvements.• Lead, coach, and develop finance staff by setting clear expectations and building a collaborative, high-performing team environment.
2026-06-12T00:00:00Z

Financial Accountant

Lebanon, IN
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for an experienced Financial Accountant to support core accounting operations in Lebanon, Indiana. This position focuses on accurate financial reporting, customer billing activity, account analysis, and timely monthly close activities. The ideal candidate brings strong spreadsheet skills, sound judgment, and a solid understanding of general ledger processes in a fast-paced environment. Responsibilities:• Manage customer invoicing activities and help ensure billing records are accurate, complete, and submitted on schedule.• Prepare and review balance sheet reconciliations, investigating variances and resolving outstanding items in a timely manner.• Lead key month-end close tasks, including posting journal entries and validating financial data for reporting accuracy.• Maintain general ledger integrity by monitoring account activity and supporting proper classification of transactions.• Perform bank and account reconciliations regularly to confirm balances and identify discrepancies.• Assist with budgeting processes by compiling financial information, analyzing trends, and supporting planning discussions.• Produce recurring and ad hoc financial reports that help stakeholders understand results and performance drivers.• Use advanced Microsoft Excel capabilities to organize data, perform analysis, and improve reporting efficiency.
2026-06-15T00:00:00Z

Finance Attorney

Stamford, CT
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
We are looking for an experienced finance attorney to join a services team in Stamford, Connecticut. This role is suited for a mid-level legal team member with a strong background in sophisticated lending matters and a practical approach to managing transactions from initial structuring through closing. The position offers the opportunity to advise a broad client base on complex debt arrangements while collaborating closely with colleagues and external parties to deliver efficient, high-quality legal support. Responsibilities: • Advise lenders, borrowers, investment sponsors, and other financing participants on a range of complex debt transactions across varied deal structures. • Prepare, analyze, and negotiate core financing documents, including credit facilities, purchase agreements, security instruments, guaranties, and related closing materials. • Counsel clients on transaction structuring matters involving collateral packages, secured lending frameworks, and lien perfection considerations. • Lead transactions from early-stage documentation through closing by overseeing timelines, satisfying closing conditions, and coordinating required deliverables. • Partner with clients, opposing counsel, local counsel, and internal stakeholders to move matters forward effectively and resolve issues during execution. • Provide legal support on mezzanine debt, second-lien arrangements, subordinated financing structures, and intercreditor matters. • Review post-closing and ongoing financing needs such as amendments, waivers, refinancing activity, and restructuring matters. • Guide entry-level legal team members and paralegals by offering direction on drafting, organization, and transaction management.
2026-06-04T00:00:00Z

IT Finance Director

Secaucus, NJ
onsite
Permanent / Full Time
175000 - 210000 USD / Yearly
Our global client is looking for an experienced IT finance leader to oversee the financial planning, controls, and performance management activities that support a complex technology organization in Secaucus, New Jersey. This role blends strategic analysis with hands-on financial oversight, helping leadership make informed investment decisions across operations, projects, vendors, and digital initiatives. The ideal candidate brings strong business partnership skills, sound accounting judgment, and the ability to translate financial data into practical recommendations for IT and executive stakeholders. This is a hybrid position with a great salary and benefits! Responsibilities:• Lead annual budgeting, periodic forecasting, and multi-year financial planning for the IT function, ensuring alignment with business priorities.• Oversee operating and capital technology spend, review budget variances, and recommend opportunities to improve cost efficiency.• Manage month-end financial activities for IT, including accurate cost allocation, cross-functional chargebacks, and timely reporting.• Create and refine recharge methodologies and service costing approaches to support transparent financial management.• Provide financial governance for major technology programs by monitoring approved funding, reviewing spend trends, and flagging delivery-related financial risks.• Assess investment proposals through business case analysis, including return measures, payback expectations, and prioritization of competing initiatives.• Maintain strong financial controls over technology expenditures and ensure adherence to corporate policies, approval requirements, and audit standards.• Develop dashboards, KPIs, and recurring management reports that give IT and business leaders clear insight into financial performance and cost drivers.• Review vendor agreements, software licensing, cloud commitments, and outsourcing arrangements to support cost-effective contract decisions and renewals.• Partner with IT leadership on strategic initiatives, including sourcing evaluations, digital transformation efforts, and activity-based costing for a defined IT services catalog.
2026-05-26T00:00:00Z

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