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694 results for Finance Analyst jobs

Sr. Analyst

Dallas, TX
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
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. 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.
2026-04-24T00:00:00Z

Senior Analyst

Carrollton, GA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
We are looking for a Senior Analyst to join our team in Carrollton, Georgia. This role is ideal for an individual with strong attention to detail and expertise in IT governance and business analysis. You will play a key part in monitoring IT metrics and ensuring effective reporting processes across various systems. Responsibilities: • Conduct thorough IT audits to evaluate system performance and compliance with governance standards. • Prepare and distribute detailed metrics reports on IT operations, including financial data and status updates. • Collaborate with project managers to enhance reporting capabilities and support strategic initiatives. • Analyze existing IT processes to identify gaps and recommend improvements. • Assist in the implementation and monitoring of systems like ServiceNow and S/4 Hana. • Provide detailed documentation and analysis for IT-related projects. • Support cross-functional teams with data-driven insights to improve efficiency. • Ensure attention to detail in all aspects of IT reporting and project documentation. • Stay updated on industry standards and best practices to maintain high-quality governance. • Communicate findings and recommendations effectively to stakeholders.
2026-05-13T00:00:00Z

Data Analyst I

North Reading, MA
onsite
Temporary / Contract
35 - 41.3 USD / Hourly
Job SummaryA large, well‑known technology organization is seeking a Data Analyst I to support an engineering and operations team focused on hardware systems and large‑scale deployment programs. This role supports data analysis, reporting, and cross‑functional decision‑making in a fast‑paced environment.Key Responsibilities<ul><li>Analyze operational, engineering, and process data to support program execution and decision‑making</li><li>Build and maintain reports, dashboards, and data summaries for stakeholders</li><li>Partner with engineering, supply chain, and operations teams to validate data accuracy</li><li>Support tracking of metrics, trends, and performance indicators</li><li>Assist with documentation, data audits, and ad‑hoc analysis requests</li><li>Ensure data consistency across systems and reporting tools</li></ul>
2026-05-08T00:00:00Z

Data Analyst I

Austin, TX
onsite
Temporary / Contract
30 - 35 USD / Hourly
Position OverviewWe are seeking a Data Analyst I to join a fast-paced retail grocery business team supporting specialty food categories such as dairy, specialty cheese, fresh pasta, dips, and charcuterie. This role is ideal for someone early in their career who is passionate about data, business insights, and the food industry, and who thrives in a collaborative, high-visibility environment.The analyst will be responsible for supporting reporting, data analysis, and business decision-making processes while partnering closely with internal stakeholders and vendors.WKey Responsibilities<ul><li>Perform data analysis and generate insights to support business decisions across specialty grocery categories</li><li>Build and maintain reports, dashboards, and presentation decks for leadership and cross-functional teams</li><li>Support vendor meetings through data preparation, reporting, and insights</li><li>Translate data into clear business narratives and actionable recommendations</li><li>Assist in identifying trends, prioritization opportunities, and process improvements</li><li>Collaborate with internal teams on ongoing reporting and operational initiatives</li></ul>
2026-05-08T00:00:00Z

Tax Analyst

Charlotte, NC
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Sr. Tax Analyst to support a high-volume indirect tax environment in Charlotte, North Carolina. This Long-term Contract position is ideal for someone who is detail oriented, can work independently, interpret complex tax data, and maintain accuracy across a large monthly return volume. The role focuses on corporate and indirect tax activities, with an emphasis on compliance, reporting, and the manual gathering of information needed to complete filings. Responsibilities:• Prepare and review a large volume of indirect tax returns each month while maintaining accuracy and meeting filing deadlines.• Collect, organize, and validate tax-related data from multiple sources to support timely and complete return preparation.• Manage corporate and indirect tax compliance activities in accordance with applicable regulations and internal standards.• Use Avalara to support tax calculations, reporting processes, and compliance workflows.• Investigate discrepancies in tax data and resolve issues by coordinating with relevant stakeholders.• Maintain detailed records and supporting documentation for filings, reconciliations, and audit readiness.• Monitor recurring manual processes and identify opportunities to improve efficiency within the tax reporting cycle.
2026-05-13T00:00:00Z

Tax Analyst

Boca Raton, FL
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for a detail-oriented Tax Analyst to support payroll tax operations for a security industry organization in Boca Raton, Florida. This Long-term Contract position focuses on accurate payroll tax reporting, timely remittance, and thorough reconciliation of federal, state, and local tax obligations while maintaining compliance with applicable regulations. The ideal candidate brings strong analytical ability, a solid grasp of payroll tax processes, and the ability to manage deadlines across multiple priorities. Responsibilities: • Manage recurring payroll tax activities, including reconciliations, filings, deposits, and payments across federal, state, and local jurisdictions in coordination with external service providers. • Review new employee and work location tax setups to identify registration needs, secure appropriate withholding accounts, and confirm accurate updates across relevant platforms. • Compare employee withholding and unemployment tax treatment against home and work state data each quarter, investigate discrepancies, and escalate findings as needed. • Perform quarterly and annual account reconciliations, including payroll tax balances and related filings, to support accurate reporting and strong internal controls. • Maintain tax account details and unemployment rates within third-party systems to help ensure ongoing compliance and correct taxation. • Research tax notices, resolve issues with appropriate agencies, and provide complete and timely responses to support accurate account standing. • Monitor changes in payroll tax legislation and regulatory guidance, assessing potential impact on payroll processes and compliance obligations. • Coordinate year-end payroll tax activities such as W-2 reporting and final reconciliations while helping improve documentation, controls, and process efficiency. • Support audit inquiries and assist with reporting, analysis, and other payroll tax assignments as business needs require.
2026-05-15T00:00:00Z

Tax Analyst

Carrollton, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Tax Analyst to join our team in North Dallas, Texas. In this role, you will manage various tax compliance processes, analyze financial data, and ensure adherence to local, state, and federal tax regulations. This position offers an opportunity to collaborate with internal teams and external advisors to optimize tax strategies and support business objectives. Responsibilities:• Prepare and distribute 1099 forms accurately and within required deadlines for vendors and property owners.• Oversee compliance for indirect taxes, including sales and use tax, as well as property tax obligations.• Ensure timely filing of annual reports, business license renewals, and census documents at state, county, and city levels.• Conduct financial data analysis to identify and address potential tax risks or opportunities for tax planning.• Maintain organized tax records, assist with audits, and address inquiries from tax authorities.• Work closely with internal departments and external consultants to ensure compliance and implement effective tax strategies.• Track and evaluate changes in tax laws and regulations, assessing their implications for the organization.
2026-04-29T00:00:00Z

Wealth Analyst for RIA Firm

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration. Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track. What You’ll Do<ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul>
2026-05-15T00:00:00Z

Commercial Credit Analyst/Underwriter

Bridgewater, MA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for an experienced Credit Analyst /Underwriter to join a banking team in the Greater Southshore Boston area. This role focuses on evaluating commercial and consumer credit opportunities, assessing financial strength, and supporting sound lending decisions through thorough analysis and clear recommendations. The ideal candidate brings strong experience in underwriting, credit structuring, and portfolio support, along with the ability to partner effectively with lenders and deliver high-quality credit documentation. Responsibilities:• Evaluate borrower and guarantor financial information, including business and personal financial statements, tax returns, and supporting documents, to determine overall credit quality.• Gather required loan data from lenders and clients, then translate findings into clear credit assessments that support new requests and ongoing relationship management.• Develop written credit packages, financial models, narrative summaries, and risk commentary to assist lenders with informed credit decisions.• Examine loan files for accuracy and completeness, confirming that documentation is in order and collateral records are properly maintained.• Assess collateral position and repayment support to confirm alignment with internal lending standards and policy expectations.• Partner with commercial lending teams to identify risk factors, recommend appropriate deal structures, and support both new originations and renewals.• Prepare and update credit-related reports such as annual reviews, modification requests, loan presentations, and criticized asset commentary as needed.• Maintain organized credit files and assist with servicing needs, borrower inquiries, and follow-up items related to existing and prospective loan relationships.• Support underwriting and review activities for credit facilities across a range of exposure sizes while ensuring adherence to applicable banking regulations and internal procedures.
2026-05-06T00:00:00Z

Business Functional Analyst

Norristown, PA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for a Business Functional Analyst to support Workday reporting and dashboard initiatives for a Long-term Contract position based in King of Prussia, Pennsylvania. In this role, you will partner with stakeholders and internal teams to turn reporting needs into practical analytics solutions, while helping deliver dashboards, reports, and hub configurations that improve access to business insights. This opportunity is well suited for someone with hands-on Workday reporting experience, strong documentation skills, and the ability to guide testing, security review, and issue resolution. Responsibilities: • Partner with business stakeholders to capture reporting objectives and translate them into clear functional requirements for Workday solutions. • Build and refine Workday dashboards, custom reports, and analytics outputs that support business decision-making. • Set up and organize Workday Hubs to create a centralized and user-friendly experience for accessing reports and dashboards. • Validate report outputs and dashboard data through structured testing to confirm accuracy, consistency, and usability. • Assess security roles and permissions within Workday and recommend updates to align access with compliance and business needs. • Assist with user acceptance testing by coordinating feedback, addressing defects, and helping move solutions toward deployment. • Investigate reporting issues, identify root causes, and implement timely fixes to restore functionality. • Produce thorough project documentation, including design materials, specifications, test scripts, and configuration records. • Share knowledge with internal teams to support adoption, continuity, and ongoing maintenance of delivered reporting tools.
2026-05-08T00:00:00Z

Compensation Analyst

Memphis, TN
onsite
Permanent / Full Time
60000 - 70000 USD / Yearly
We are looking for a detail-oriented Compensation Analyst to join our team in Memphis, Tennessee. In this role, you will play a critical part in analyzing and designing competitive and compliant compensation programs that align with organizational goals. The ideal candidate will collaborate with internal stakeholders to provide insights, recommendations, and support for compensation-related matters. Responsibilities: • Gather, analyze, and present data to support informed compensation decisions and recommendations. • Ensure the organization’s compensation programs align with business objectives and industry standards. • Conduct salary surveys, analyze market data, and evaluate job roles to maintain competitive compensation structures. • Prepare cost analyses and projections for annual reviews, equity assessments, and other pay-related activities. • Partner with internal teams to address compensation concerns, offer guidance, and develop tailored solutions. • Collaborate with HR and department leaders to create career ladders and advancement opportunities for employees. • Develop and update job descriptions to accurately reflect responsibilities and meet regulatory standards. • Conduct job evaluations to determine appropriate grading, titles, and classifications. • Support special projects and initiatives, ensuring timely delivery and compliance with relevant regulations. • Stay informed about legislative changes and best practices in compensation to maintain compliance and effectiveness.
2026-05-15T00:00:00Z

Compensation Analyst

Raleigh, NC
remote
Temporary / Contract
50 - 60 USD / Hourly
Our client is seeking an experienced Interim Sales Compensation Analyst to support a short-term engagement focused on administering and optimizing sales compensation programs. This role will play a critical part in ensuring accurate commission calculations, maintaining system integrity, and supporting ongoing compensation operations during a period of high demand. This is an ideal opportunity for a detail-oriented professional with hands-on Xactly expertise who can quickly step in and add value in a fast-paced environment. Responsibilities:• Oversee daily sales compensation activities in Xactly to keep core processes running accurately and on schedule.• Prepare and process monthly and quarterly incentive calculations by gathering sales data, applying plan logic, and confirming payout accuracy.• Review compensation results against expected outcomes and investigate discrepancies before final submission.• Maintain data quality across compensation records and support smooth execution throughout the financial close cycle.• Partner with internal stakeholders to address operational issues, clarify compensation-related questions, and improve reporting visibility.• Perform financial and variance analysis to identify trends, exceptions, and areas requiring follow-up within compensation data.• Create ad hoc analyses and data-driven insights to support leadership decision-making during the transition period.
2026-05-13T00:00:00Z

Configuration Analyst

West Chester, OH
onsite
Temporary / Contract
25 - 30 USD / Hourly
Fully onsite position 5 days/week Hours: 8:00am-4:30pm ET Ongoing Contract We are seeking a Configuration Analyst to support our client's Ohio field location. This role is ideal for candidates with strong hands‑on technical skills who enjoy working with hardware, troubleshooting systems, and collaborating in a team environment. As a Configuration Analyst, you will work in an onsite, team‑based environment supporting the testing, refurbishment, and upgrading of hardware and software devices. This role is similar to a higher‑level deskside support position and includes some light networking tasks. You will partner closely with Facilities and internal teams to prepare devices for redeployment back into the field. Attention to detail, reliability, and teamwork are critical to success in this role. Key Responsibilities<ul><li>Test, configure, refurbish, and upgrade hardware and software on devices</li><li>Perform light network engineering tasks related to device setup and testing</li><li>Accurately document and log test results and configuration data in internal databases</li><li>Partner with Facilities and other teams to ensure devices are ready for field deployment</li><li>Follow daily schedules and assigned break times as directed by floor supervisors</li><li>Work collaboratively in a shared, open workspace</li><li>Maintain consistent attendance and professional workplace behavior</li></ul>
2026-05-14T00:00:00Z

Financial Operations Associate

San Francisco, CA
remote
Temporary to Hire
33 - 36 USD / Hourly
We are looking for a Financial Operations Associate to join a growing fintech lender in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who enjoys combining precise financial execution with analytical support across lending and payment activities. In this role, you will help maintain smooth transaction workflows, contribute to forecasting efforts, and partner with internal teams to strengthen operational efficiency. Responsibilities: • Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled. • Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations. • Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution. • Provide support during month-end close by validating financial data and helping maintain organized operational records. • Contribute to forecasting and financial analysis by updating models and preparing data used for planning decisions. • Investigate and resolve payment or billing discrepancies with vendors to reduce delays and maintain accuracy. • Work closely with Accounting and Loan Operations teams to address issues, share updates, and improve day-to-day coordination. • Identify opportunities to streamline workflows and support automation or other process enhancements across financial operations.
2026-05-21T00:00:00Z

Operations Analyst

Albany, NY
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
We are looking for a detail-oriented Operations Analyst to join our team in Albany, New York. In this role, you will play a key part in supporting manufacturing operations by analyzing data, identifying trends, and assisting with planning and procurement processes. This position is ideal for someone with a strong analytical mindset and a passion for improving operational efficiency in a manufacturing environment. Responsibilities: • Gather, review, and organize data related to manufacturing, inventory, and production processes to support decision-making. • Analyze productivity, cost, inventory, and delivery data to identify trends, challenges, and opportunities for improvement. • Create and maintain reports and dashboards to provide insights to the Manufacturing Operations leadership team. • Monitor capacity, labor utilization, and production output to ensure alignment with operational goals. • Collaborate with production planning teams to review demand forecasts, capacity plans, and production schedules. • Identify potential production bottlenecks, material shortages, or capacity constraints and communicate findings to relevant teams. • Work closely with procurement, inventory, and supply chain teams to ensure the seamless execution of production plans. • Assist in tracking material availability and supplier performance, highlighting risks or shortages early. • Contribute to efforts aimed at reducing inventory discrepancies and improving material flow within manufacturing processes. • Participate in cross-functional meetings to enhance communication and coordination between manufacturing and supply chain teams.
2026-05-19T00:00:00Z

Operations Analyst

Horsham, PA
onsite
Permanent / Full Time
55000 - 70000 USD / Yearly
We are looking for an Operations Analyst to join a thriving Third Party Administration firm in the Horsham, Pennsylvania area. In this role, you will provide comprehensive support for defined contribution plans, ensuring compliance, accuracy, and exceptional service for clients. This position offers a collaborative environment where growth and development are highly encouraged. Responsibilities:• Perform full compliance and administrative services for defined contribution plans, including 401(k), profit sharing, and money purchase pension plans.• Conduct asset and trust reconciliations to ensure accurate financial records.• Execute compliance and nondiscrimination testing, such as coverage, top-heavy, and 415 limits.• Reconcile employee census data and calculate contributions and allocations, including employer match and safe harbor.• Prepare valuation and compliance reports to meet regulatory standards.• Complete governmental filings, including Forms 5500, 8955-SSA, and 1099-R.• Address and correct compliance violations through appropriate correction methods.• Provide support for large plan audits and assist with filer requirements.• Collaborate with colleagues, plan sponsors, and recordkeepers to achieve client retirement plan goals.• Consult on plan design options and compliance matters to ensure optimal client outcomes.
2026-05-01T00:00:00Z

Senior Manager, Financial Planning and Analysis

Raritan, NJ
onsite
Permanent / Full Time
150000 - 170000 USD / Yearly
150,000 - 170,000 Responsibilities<ul><li>Lead the annual budget, forecast, and long‑range planning processes</li><li>Prepare and analyze monthly, quarterly, and annual financial reports and KPIs</li><li>Provide variance analysis and actionable insights to senior leadership</li><li>Partner with cross‑functional teams to support operational and strategic initiatives</li><li>Develop financial models to support business cases, investments, and initiatives</li><li>Improve FP&A processes, reporting, and systems for efficiency and accuracy</li><li>Manage and mentor FP&A staff, as applicable</li></ul>benefits:<ul><li>Medical, Dental & Vision Insurance</li><li>401(k) Retirement Plan</li><li>Paid Time Off (PTO)</li></ul>
2026-04-23T00:00:00Z

Business Analyst (Power BI)

Elizabethtown, NC
remote
Temporary / Contract
0 - 0 USD / Yearly
6‑Month Contract‑to‑Hire | W2 Only | Fully Remote (EST Preferred)We’re looking for a hands‑on, insight‑driven Business Analyst to join a growing team on a 6‑month contract‑to‑hire basis. This role is W2 only (no C2C) and fully remote, with a strong preference for candidates who can work EST hours.This is not a passive reporting role. We need someone who loves digging into data, proactively uncovering insights, and turning numbers into clear recommendations that drive business decisions. You’ll work closely with internal stakeholders—including leadership—supporting areas like Operations, Merchandising, Marketing, and Store Performance. What You’ll Do<ul><li>Own and build Power BI dashboards, reports, and visualizations from end to end</li><li>Proactively analyze data and surface insights—not just respond to requests</li><li>Translate sales, margin, pricing, promotion, and operational data into actionable recommendations</li><li>Identify trends, risks, and opportunities across a multi‑unit retail environment</li><li>Partner with cross‑functional teams and present findings to leadership</li><li>Work with large, complex datasets using Power BI and Excel</li></ul>
2026-05-01T00:00:00Z

Purchasing Analyst

West Coxsackie, NY
onsite
Permanent / Full Time
60000 - 68000 USD / Yearly
We are looking for a detail-oriented Purchasing Analyst to support inventory planning and procurement activities for a retail operation in West Coxsackie, New York. This role focuses on evaluating purchasing data, monitoring demand patterns, and coordinating orders to help maintain product availability across assigned vendors and brands. The ideal candidate will use strong analytical judgment to improve inventory performance, support supplier coordination, and provide accurate reporting that informs business decisions. Responsibilities: • Analyze demand trends, sales patterns, and vendor needs to determine appropriate purchasing activity for assigned products. • Review order requests and prepare purchase orders with a high level of accuracy while ensuring supporting records are complete and up to date. • Monitor forecasts and identify unusual changes, then partner with business stakeholders to refine planning assumptions and ordering decisions. • Evaluate stock positions across warehouse locations and adjust replenishment strategies to reduce shortages, excess inventory, and unnecessary transfers. • Track open orders, confirm delivery timing, and work with carriers and suppliers to address delays, discrepancies, or other fulfillment issues. • Maintain item, cost, and purchasing data to ensure reliable information is available for ordering, reporting, and operational analysis. • Build and use Excel-based reports and data queries to assess purchasing performance, inventory efficiency, and historical cost trends. • Coordinate communication with sales teams, suppliers, carriers, and management to resolve exceptions, support claims activity, and keep inventory flowing effectively. • Provide cross-functional backup support for related planning and replenishment responsibilities as business needs require.
2026-05-13T00:00:00Z

Business Operations Analyst

Seattle, WA
remote
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a detail-oriented Business Operations Analyst to join our team in Seattle, Washington. In this role, you will be responsible for managing investor tracking systems, performing financial analysis, and supporting operational processes. The ideal candidate will possess strong analytical skills and have experience collaborating across teams to deliver actionable insights. Responsibilities:• Maintain and improve Excel models that track individual investor investments, project deployments, and preferred return balances across multiple initiatives.• Monitor and update investor terms, including investment schedules, preferred return rates, broker participation, and payment obligations.• Oversee capital inflows and outflows for various projects, ensuring investor data is accurately reflected in internal systems.• Prepare periodic updates for management, including preferred return statements for investors.• Identify and implement process improvements to enhance efficiency in tracking and analysis.• Develop and manage Excel-based models to evaluate project economics, investor returns, and broker participation structures.• Conduct research and financial analysis on new projects, investment frameworks, and operational matters.• Summarize complex financial information into clear, concise reports for leadership review.• Support operational processes related to capital movement and project funding, ensuring compliance and accuracy.• Collaborate with teams such as compliance/legal and investor relations to maintain alignment and documentation integrity. The salary range for this position is $80,000 to $110,000 + discretionary bonus. Benefits:Medical/Dental/vision - 100% employer paid for employee401k with match3 weeks PTO7 paid holidays
2026-05-08T00:00:00Z

Pension Analyst

Plymouth Meeting, PA
onsite
Permanent / Full Time
60000 - 65000 USD / Yearly
Successful client located outside of the Philadelphia Suburbs seeks a tech savvy Pension Analyst with 401K analysis experience and strong understanding of pension laws. As the Pension Analyst, you will analyze and prepare audit pension plans, engage with clients on establishing pension planning, provide guidance on investment options, maintain client records, review fund activities, prepare financial reports, and keep abreast on trends and changes in pension regulations and compliance. The Pension Analyst will develop efficient programs while proving cost effective suggestions to keep within budget. How you will make an impact<ul><li>Pension & Benefit Administration</li><li>Organize and maintain client files</li><li>Prepare pension planning recommendations</li><li>Assist clients with pension options</li><li>Monitor and review client tax returns, loans & financial statements</li><li>Stay abreast of pension trends, regulations and compliance</li><li>Implement communication strategies</li><li>Provide pension documentation where needed</li><li>Generate pension planning recommendations</li><li>Prepare internal and external reporting</li><li>Maintain updates on new laws, trends and developments</li><li> Ensure compliance with federal and state laws</li></ul>
2026-05-07T00:00:00Z

Pension Analyst

Pleasanton, CA
onsite
Temporary / Contract
30 - 33 USD / Hourly
Robert Half client is seeking a Pension Analyst to support pension operations and member service activities in Pleasanton, California. This is a contract position focused on researching pension-related inquiries, maintaining accurate records, and assisting with administrative processes that help the team respond effectively to member needs. The role is primarily operational and analytical, with occasional direct interaction with members, and is well suited to someone who is comfortable working with data, numbers, and service-driven communication. Pension Analyst Duties:• Investigate pension-related questions by reviewing records, validating information, and providing accurate findings to internal team members.• Enter, update, and maintain pension data with a high level of accuracy to support ongoing administrative and service activities.• Monitor shared mailboxes, organize incoming requests, and respond or route inquiries in a timely and thorough manner.• Partner with pension team staff and member services personnel to help resolve issues and support daily workflow needs.• Prepare and review spreadsheets, reports, and supporting documentation to assist with tracking, analysis, and case follow-up.• Provide courteous assistance during occasional in-person interactions with members while ensuring questions are addressed clearly and appropriately.• Apply sound numerical reasoning when reviewing pension information, identifying discrepancies, and escalating concerns when needed. If you are interested in this Pension Analyst role, please submit your resume today.
2026-05-21T00:00:00Z

Tax Analyst / Manager

Loudonville, NY
remote
Permanent / Full Time
80000 - 140000 USD / Yearly
Boutique tax services company is seeking a Tax Analyst / Manager to join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting services to other tax prep businesses; teaching best practices on tax compliance, research, content development and training; and other special projects as assigned. This is a remote work opportunity.
2026-05-08T00:00:00Z

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Venture Capital Firm | Menlo Park A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations. This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage. Responsibilities<ul><li>Prepare financial statements across funds and management entities</li><li>Handle journal entries, allocations, and expenses</li><li>Manage capital calls, distributions, and management fees</li><li>Reconcile cash, investments, and capital accounts</li><li>Maintain investor records and supporting documentation</li><li>Support audits and coordinate with external partners</li><li>Partner with investment teams on transaction activity</li><li>Assist with budgeting and cash flow forecasting</li><li>Track portfolio valuations and capital activity</li><li>Ensure data accuracy across systems and reporting</li><li>Support investor communications</li><li>Help improve processes and controls</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

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