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716 results for Finance Analyst jobs

Corporate Accounting Analyst (Sr. Accountant)

McLean, VA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Are you a Senior Accountant or experienced Auditor withing a CPA firm looking to take your career to the next level within a dynamic and complex corporate finance environment? This is your opportunity to step into a high-impact role where you’ll collaborate with executive leadership, hone your financial reporting expertise, and contribute to organizational initiatives across departments. We are seeking a motivated Corporate Accounting Analyst to support the Chief Accounting Officer and Corporate Controller as a key member of the Finance team. This role is ideal for someone who thrives in a fast-paced environment, values ownership and accountability, and is eager to grow into a leadership position. Key Responsibilities Financial Reporting & Analysis:- Work with multi-layered, multi-division financial reporting structures, including approximately 50 subsidiaries, an expanding international footprint, and shared service centers.- Perform intercompany eliminations, currency conversions, general ledger reconciliations, corporate allocations, and adjusting journal entries.- Prepare monthly, quarterly, and annual financial statements for internal and external purposes.- Assist with annual financial audits and corporate tax preparation.- Contribute to automation initiatives by working with internal programmers to streamline transactions, reporting, and reconciliations. Budgeting, Forecasting, and Strategic Initiatives:- Support corporate budgeting, forecasting, and controls, including analyzing and reporting on - revenue, overhead costs, cash flow, and staffing fluctuations.- Partner with the Chief Accounting Officer and Corporate Controller to drive Finance Department initiatives, including internal control enhancements and the adoption of new accounting standards.- Periodically participate in cross-departmental activities, such as HR, legal, and procurement initiatives. Cross-Functional Collaboration:- Communicate and coordinate effectively with operating divisions, corporate departments, and external financial partners.- Contribute to finance department process improvements and strategic corporate initiatives. Please apply directly to this post for consideration. If you have additional questions, please contact Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn.
2026-04-27T00:00:00Z

Data Governance Analyst

Richmond, VA
onsite
Temporary / Contract
38 - 44 USD / Hourly
We’re looking for a Data Governance Analyst to join an enterprise Data Management organization focused on improving data quality, consistency, and usability across the business. This role is ideal for someone who enjoys combining hands‑on data analysis with collaboration, documentation, and governance best practices.As part of the Enterprise Data Management Program, you’ll work closely with both technical and business partners to support data governance initiatives, maintain metadata and business glossary content, and help drive data quality and data literacy efforts across the organization. What You’ll Do<ul><li>Support data governance practices, including metadata management and business glossary development</li><li>Partner with business data stewards to align technical and business definitions</li><li>Perform advanced data analysis, profiling, and cross‑source validation to identify data issues and anomalies</li><li>Support data quality rules, controls, issue documentation, and escalation processes</li><li>Maintain governance artifacts, documentation, and meeting records</li><li>Investigate data issues and translate findings into clear, actionable insights</li><li>Assist with workshops and change‑management activities related to metadata, data quality, and data literacy</li></ul>
2026-05-06T00:00:00Z

Business Analyst/Technical Documentation

Evanston, IL
remote
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for a Business Analyst/Technical Documentation specialist to support cross-functional initiatives by turning business needs into clear, well-organized documentation and functional guidance. This Long-term Contract position will work closely with business, data, analytics, and technology partners to improve requirement clarity and reporting outcomes. The ideal candidate brings a proactive approach to gathering information across multiple teams and can create structured deliverables that support project progress from discovery through validation. Responsibilities:• Engage with stakeholders across business and technical teams to uncover, organize, and clarify project needs and objectives.• Produce and maintain detailed project artifacts such as business requirements documents, functional requirements documents, and impact assessments.• Convert high-level business goals into precise functional specifications that support data-related and reporting-focused solutions.• Partner with analytics, data, and technology teams to confirm shared understanding of requirements and resolve gaps early in the process.• Facilitate ongoing review sessions to refine requirements, capture updates, and support alignment throughout the project lifecycle.• Document decisions, dependencies, and changes in a structured format that enables effective communication across stakeholders.• Support requirement validation efforts by helping teams confirm that proposed solutions meet documented business expectations.
2026-05-18T00:00:00Z

Indirect Tax Analyst

Centennial, CO
onsite
Temporary / Contract
35 - 37 USD / Hourly
We are looking for an Indirect Tax Analyts to support sales & use tax operations for a construction-based organization in Centennial, Colorado. This Contract to Hire position is ideal for someone who can manage sales and use tax activities, maintain accurate filings, and contribute to consistent compliance across jurisdictions. The role offers the opportunity to work closely with corporate tax processes while using tools such as Vertex and Microsoft Excel to analyze data and resolve tax-related issues. This is a contract to hire position. Responsibilities:-Prepare and file multi-state sales and use tax returns, ensuring accuracy and timeliness-Analyze transactional data to determine taxability and proper jurisdictional treatment-Reconcile tax accounts and investigate variances using advanced Excel tools-Support sales and use tax audits, including data gathering and responding to notices-Maintain and update tax rates, rules, and internal tax matricesPartner with internal teams (AP, AR, billing, operations) to ensure proper tax applicationIdentify opportunities for process improvements and automation within tax workflowsAssist with exemption certificate management and compliancet
2026-05-20T00:00:00Z

Treasury Analyst/Assistant Treasurer

Norristown, PA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a detail-oriented treasury specialist to join a manufacturing organization in the King of Prussia, Pennsylvania area and contribute to core cash and liquidity activities across a global business. This position plays an important role in supporting banking operations, foreign exchange coordination, forecasting, and financial risk awareness while partnering closely with accounting, procurement, and finance teams. The ideal candidate brings strong analytical judgment, a solid understanding of treasury fundamentals, and the ability to improve processes in a fast-moving environment. Responsibilities:• Oversee daily cash visibility across domestic and international accounts, ensuring funds are available to meet operational requirements.• Develop and refine near-term and longer-range cash forecasts, then investigate differences between projected and actual cash activity.• Coordinate foreign exchange support by tracking currency exposures, assisting with hedge-related activity, and facilitating intercompany settlements with banking partners.• Maintain treasury banking administration, including account documentation, relationship support, and review of service-related activity.• Contribute to debt tracking, letters of credit administration, bank fee evaluation, and adherence to treasury governance requirements.• Work with accounting during monthly close to reconcile and report cash, borrowing, investment, and hedging-related transactions.• Identify opportunities to strengthen treasury controls, streamline workflows, and enhance treasury management system usage and automation.• Support working capital analysis by partnering with internal teams on cash impacts tied to receivables, payables, and inventory funding.• Prepare reporting materials, dashboards, and presentations that provide finance leadership with clear insight into liquidity and treasury performance.• Monitor financial risk considerations related to currency movements, interest rate exposure, and counterparty activity while helping ensure compliance with internal policies and banking regulations.
2026-05-08T00:00:00Z

Treasury Analyst/Assistant Treasurer

Miami, FL
onsite
Permanent / Full Time
41000 - 48000 USD / Yearly
We are looking for a DETAIL ORIENTED Customer Support Specialist to support our client book of business with recording daily cash management, banking activities, and core accounting operations ONMSITE in Miami on Bird Road and the Palmetto. This role is well suited for a finance specialist with strong attention to detail who can monitor cash movement, maintain accurate records, and contribute to efficient treasury processes. The position also requires strong system proficiency and the ability to work confidently with financial data, reporting tools, and transactional workflows. Responsibilities:• Oversee daily cash positioning by tracking incoming and outgoing funds and maintaining accurate visibility into account balances.• Coordinate banking activities, including transaction monitoring, account support, and follow-up on treasury-related issues.• Process checks, credits, and other payment activity while ensuring timely and accurate recording in financial systems.• Prepare and update spreadsheets, reconciliations, and reports to support cash activity analysis and operational decision-making.• Assist with accounting tasks tied to treasury operations, including transaction review, documentation, and record maintenance.• Work across accounting software platforms and internal management systems to enter, validate, and retrieve financial information.• Support system-based treasury workflows involving tools such as Great Plains and IBM AS/400 as part of day-to-day operations.• Help strengthen process accuracy by identifying discrepancies, resolving routine issues, and maintaining organized financial data. INTERESTED AND QUALIFIED CANDIDATES SHOULD APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903
2026-05-20T00:00:00Z

Treasury Analyst/Assistant Treasurer

Raleigh, NC
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are looking for a detail-oriented treasury specialist to support financial operations and strengthen cash management practices for a healthcare organization in Raleigh, North Carolina. This position plays an important role in monitoring liquidity, improving forecasting accuracy, and helping guide day-to-day treasury activity across the business. The ideal candidate brings strong analytical ability, sound judgment, and experience working within a corporate treasury environment. Responsibilities: • Oversee daily cash positioning and help maintain appropriate liquidity levels to support operational and strategic needs. • Prepare and refine short- and long-range cash flow projections to improve visibility into funding requirements. • Assist with a broad range of treasury operations, including bank account activity, payment monitoring, and cash movement coordination. • Analyze financial data and develop reporting that supports treasury planning, risk awareness, and executive decision-making. • Partner with internal finance and operational teams to align treasury activity with organizational priorities and forecast assumptions. • Support global treasury efforts by contributing to processes, controls, and coordination across multiple business areas. • Review banking relationships and related services to help ensure efficiency, compliance, and effective cash management. • Participate in treasury-related process improvements and operational initiatives, including changes tied to internal systems or workflows when needed.
2026-05-13T00:00:00Z

Senior Wealth Analyst | Hybrid

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Break into UHNW Wealth Management — Senior Wealth AnalystJennifer 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. If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline. 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>
2026-05-08T00:00:00Z

Business Systems Analyst

Jacksonville, FL
onsite
Temporary / Contract
0 - 0 USD / Yearly
Bridge the gap between business needs and technology solutions by gathering requirements, analyzing data, and supporting project delivery.
2026-05-12T00:00:00Z

Business Systems Analyst

Pittsburgh, PA
onsite
Temporary / Contract
31 - 40 USD / Hourly
An established organization in the greater Pittsburgh area is seeking a Business Systems Analyst to join their team on a project basis, with potential for long-term conversion. This is a great opportunity for someone looking to make an immediate impact while working closely with both Finance and Technology teams. Please note: This role is 100% onsite. Candidates must be local to the area, as relocation assistance is not available. The Business Systems Analyst Key Responsibilities:● Collaborate with Finance and technical teams to translate business requirements into system and process improvements● Identify opportunities to automate and improve accounting workflows, including close, reconciliations, and reporting processes● Manage system enhancements, including configuration, testing, and deployment of new functionality● Support the flow of financial data across systems, ensuring accuracy, completeness, and timeliness● Troubleshoot system-related issues and partner with internal teams or external vendors to resolve them efficiently● Develop and maintain documentation, including process flows, system guides, and training materials● Build and maintain financial reports and dashboards using BI tools to support business decision-making● Maintain data integrity across platforms, including data warehouses and reporting environments● Assist with integrations and automation efforts across financial systems and cloud-based platforms● Act as a key point of contact between Accounting/Finance and IT teams● Support month-end, quarter-end, and year-end activities from a systems and data perspective● Partner with audit and compliance teams to ensure SOX alignment and maintain audit readiness If you're interested in this Business Systems Analyst opportunity, please apply, and we’ll be in touch if your background aligns with our client’s needs.
2026-05-20T00:00:00Z

Business Systems Analyst

West Des Moines, IA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for a Business Systems Analyst to support data integration initiatives in West Des Moines, Iowa. This Long-term Contract position focuses on gathering business and technical needs, turning them into clear documentation, and helping teams improve processes and system outcomes. The ideal candidate will work closely with business and technology partners, contribute to solution planning, and communicate effectively with a range of stakeholders. Responsibilities: • Lead discussions with business and technical stakeholders to uncover operational needs, system expectations, and project goals for data integration efforts. • Convert findings into well-structured business and functional documentation that guides solution design, workflow improvements, and system changes. • Apply analysis techniques such as process mapping, context diagrams, business rules, use cases, entity relationship diagrams, and user stories to define current and future state needs. • Evaluate business challenges, identify gaps, and recommend practical solution options that support informed decision-making. • Assist with gathering information for business cases and cost-benefit assessments to support project planning and prioritization. • Identify opportunities to streamline workflows by reducing manual steps and documenting redesigned business processes. • Partner with quality assurance teams to outline test considerations, maintain traceability between requirements and testing, and coordinate user acceptance testing activities. • Build productive working relationships across business and IT teams while supporting change adoption and communicating updates in a clear, audience-appropriate manner.
2026-05-22T00:00:00Z

Business Systems Analyst

Cleveland, OH
onsite
Permanent / Full Time
65000 - 85000 USD / Yearly
We are looking for a Business Systems Analyst to support operational and technology-focused initiatives within a healthcare service environment in Westlake, Ohio. This role is ideal for someone who can translate business needs into practical solutions, work comfortably with data and documentation, and collaborate across teams to improve claims and payment-related processes. The successful candidate will bring strong analytical judgment, a structured approach to problem-solving, and the ability to manage multiple priorities in a fast-moving setting. Responsibilities: • Gather, analyze, and document business needs related to healthcare claims, payment workflows, and service operations. • Partner with internal stakeholders to identify process gaps, clarify requirements, and recommend effective system or workflow improvements. • Review business and system documentation to ensure accuracy, completeness, and alignment with operational goals. • Use data sources and reporting tools to investigate issues, validate findings, and support decision-making. • Contribute to Agile-based project activities, including requirements refinement, backlog support, and collaboration with cross-functional teams. • Perform gap analysis to compare current processes with desired outcomes and help define actionable solutions. • Support issue resolution by evaluating root causes, prioritizing business needs, and coordinating with relevant teams. • Maintain organized records, status updates, and communications while balancing changing priorities and deadlines.
2026-05-13T00:00:00Z

Fund Accounting and Tax Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting & Tax Manager | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Sr. Budget Analyst

Downey, CA
onsite
Temporary / Contract
50 - 60 USD / Hourly
Robert Half is recruiting for an Interim Sr. Budget Analyst/ Consultant for our client in the city government and public sector industry. The Interim Budget Analyst will support budget development, forecasting, and fiscal analysis for a public sector organization. Key Responsibilities* Analyze cash flow and monitor advance expenditures to ensure budget compliance* Conduct financial analyses to determine **estimated property valuations, state special allowances, and apportionments* Evaluate fiscal solvency of programs and funding sources* Prepare and process budget adjustments, transfers, and recommendations* Develop annual budgets and multi-year forecasts* Create financial summaries, graphs, and charts to clearly communicate budget data* Prepare budget reports and **presentations for leadership, boards, or committees*** Support budget monitoring and financial reporting in accordance with **GASB requirements** Qualifications * Prior budget or financial analysis experience in a city/county department* Strong working knowledge of GASB standards and public fund accounting* Experience with government budgeting, forecasting, and fiscal analysis* Advanced Excel skills; experience creating charts, summaries, and reports* Strong analytical, communication, and presentation skills
2026-05-22T00:00:00Z

Data Analyst 2 (2-4 years)

Chicago, IL
remote
Temporary / Contract
30 - 42 USD / Hourly
We are looking for a commercially minded Data Analyst to support procurement decision-making within a major real estate environment in Chicago, Illinois. This Long-term Contract position focuses on turning complex procurement and supplier data into practical insights that improve sourcing strategy, performance visibility, and cost control. The role works standard Eastern Hours and partners closely with procurement, finance, and business stakeholders to strengthen reporting, automation, and data quality across the function. Responsibilities: • Create and refine Power BI dashboards that provide clear visibility into spend patterns, supplier results, contract activity, and key procurement measures. • Examine procurement data across areas such as property services, facilities, construction, fit-out, and specialized services to uncover trends and improvement opportunities. • Perform detailed spend and benchmarking analysis to highlight savings potential, strengthen category strategies, and support more informed purchasing decisions. • Track compliance-related metrics, identify off-contract purchasing behavior, and prepare reporting that supports governance across procurement activities. • Build and maintain scalable data workflows using Microsoft technologies, including Fabric, Data Factory, Dataflows Gen2, Databricks, and related cloud-based tools. • Develop unified procurement datasets by combining information from enterprise platforms, contract systems, and supplier sources into reliable analytical models. • Use SQL, Python, and PySpark to clean, structure, and transform large volumes of data for reporting and advanced analysis. • Design automation solutions with Power Automate to reduce manual effort, improve accuracy, and increase team productivity. • Work with procurement leaders, finance partners, and other stakeholders to translate business questions into meaningful analysis and present findings in a clear, business-focused way. • Maintain documentation for data definitions, reporting logic, and governance standards while promoting data quality and self-service reporting adoption within the team.
2026-05-22T00:00:00Z

Data Analyst 2 (2-4 years)

Dardenne Prairie, MO
onsite
Temporary / Contract
37 - 44 USD / Hourly
We are looking for a detail-focused Data Analyst to support utility and sustainability data management for a Long-term Contract position based in O'Fallon, Missouri. This role is well suited for someone with a background in finance or business analysis who can work confidently with utility billing records, large datasets, and reporting tools to improve visibility into costs and performance. You will help turn complex information into accurate reporting and practical insights for teams across finance, real estate, sustainability, and leadership. Responsibilities:• Review utility billing information across services such as electricity, gas, water, and waste, and enter validated records into tracking systems with a strong focus on accuracy and contract alignment.• Examine large volumes of data from multiple inputs, resolve inconsistencies, and standardize information so it can be used reliably for analysis and reporting.• Build and maintain dashboards, summaries, and visual reports that highlight trends, spending patterns, and operational insights for business stakeholders.• Prepare data sets that support sustainability reporting, including energy consumption, emissions measurement, and utility-related environmental metrics.• Maintain strong data governance practices by documenting assumptions, calculation methods, validation steps, and internal controls.• Partner with internal departments and external utility providers or vendors to clarify billing questions, address data issues, and improve reporting quality.• Perform financial analysis related to utility spend, including reconciliation, variance review, and identification of cost optimization opportunities.• Contribute to process improvements that streamline invoice tracking, reporting workflows, and overall data accuracy.
2026-05-23T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-05-08T00:00:00Z

Data Security Analyst

Southfield, MI
onsite
Permanent / Full Time
65000 - 75000 USD / Yearly
Our client, a Nationwide benefits consulting organization, is seeking an IS Analyst to support and maintain their core IT infrastructure. The IS Analyst II supports and maintains IT infrastructure, ensuring systems, networks, and applications run reliably. This role serves as a key point of contact for end users and contributes to security, virtualization, and collaboration tools. Key ResponsibilitiesInfrastructure & Hardware Support<ul><li>Install and maintain desktops, servers, and network equipment</li><li>Support telephony, printers, and endpoint devices</li><li>Troubleshoot hardware and connectivity issues</li></ul>Server & Application Support<ul><li>Maintain server operating systems and applications</li><li>Manage user accounts, storage, and backups</li><li>Install, update, and troubleshoot end-user applications</li></ul>User Support<ul><li>Act as primary IT contact for assigned locations</li><li>Diagnose and resolve hardware, software, and network issues</li></ul>Security & Compliance<ul><li>Monitor systems for security risks and vulnerabilities</li><li>Assist with incident response and remediation</li><li>Support audits and ensure compliance with IT security policies</li></ul>Virtualization & Systems<ul><li>Support virtual desktops, servers, and hypervisors</li></ul>Collaboration Tools<ul><li>Implement and maintain collaboration platforms</li><li>Provide user training and documentation</li><li>Integrate tools with email, phone, and other systems</li></ul>
2026-05-05T00:00:00Z

Mergers & Acquisitions Analyst

Germantown, TN
onsite
Permanent / Full Time
135000 - 145000 USD / Yearly
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. Responsibilities: • Lead comprehensive analysis for buy-side mergers and acquisitions, ensuring alignment with strategic goals. • Conduct detailed financial modeling and valuation assessments to support investment decisions. • Collaborate with cross-functional teams to evaluate acquisition opportunities and manage due diligence processes. • Prepare and present insightful reports and recommendations to senior leadership. • Monitor market trends, competitor activities, and industry developments to identify potential opportunities. • Utilize tools such as Bloomberg Terminal, Capital IQ, and ERP systems to streamline acquisition processes. • Manage budgets, cash flow analysis, and capital management for ongoing transactions. • Support integration strategies post-acquisition to ensure smooth transitions and operational success. • Travel occasionally to meet with stakeholders and assess target companies. • Contribute to the enhancement of internal CRM systems to improve transaction tracking.
2026-05-06T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Senior Credit Analyst

Minneapolis, MN
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
Senior Credit Analyst | Path to Credit ManagerA growing commercial banking team is seeking a Senior Credit Analyst with a clear path to a Credit Manager role. This position is responsible for underwriting and analyzing commercial real estate and business credit requests to support sound lending decisions. The role includes preparing credit analyses, evaluating collateral and market conditions, reviewing third-party reports, and partnering with relationship managers and credit officers to assess risk and structure transactions in line with policy and regulatory standards.Key Responsibilities<ul><li>Analyze commercial real estate and business loan requests, including acquisition, refinance, construction, and development transactions</li><li>Prepare detailed credit presentations assessing borrower financial strength, global cash flow, guarantor support, and repayment sources</li><li>Review and spread borrower, guarantor, and property-level financial statements and tax returns</li><li>Evaluate property cash flow, rent rolls, operating statements, and lease terms</li><li>Perform financial modeling, including DSCR, LTV, sensitivity, and stress testing</li><li>Review third-party reports such as appraisals, environmental reports, and market studies</li><li>Assess market trends, property performance, and geographic risk</li><li>Ensure compliance with credit policy and regulatory requirements</li><li>Support portfolio monitoring, annual reviews, covenant tracking, and risk rating updates</li></ul>Qualifications<ul><li>Bachelor’s degree in Finance, Accounting, Real Estate, Economics, or related field, or equivalent experience</li><li>5+ years of credit analysis or underwriting experience</li><li>Strong financial analysis and accounting skills</li><li>Proficiency in Microsoft Excel and Word</li><li>Strong written communication skills and attention to detail</li></ul>Preferred<ul><li>Commercial real estate underwriting experience</li><li>Knowledge of banking regulations and credit policy</li></ul>Core Competencies<ul><li>Credit judgment and risk assessment</li><li>Financial modeling and analysis</li><li>Time management and prioritization</li><li>Collaboration and communication</li></ul>If you are interested in this commercial banking credit opportunity with advancement into management, please contact Doug Rickart on LinkedIn, call 612-249-0330, or apply through the link provided
2026-05-01T00:00:00Z

Development Project Analyst

Virginia Beach, VA
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
We are looking for a skilled Development Project Analyst to join our team in Virginia Beach, Virginia. In this role, you will provide critical financial and project support for commercial development initiatives, ensuring they are executed efficiently and align with organizational goals. You will play a key part in conducting market research, preparing financial models, and ensuring project progress is tracked and reported accurately. Responsibilities: • Build and maintain comprehensive financial models, including proformas, cash flow projections, and sensitivity analyses, for commercial development projects. • Update financial models to reflect changes in costs, financing terms, market trends, and project timelines. • Conduct feasibility studies and scenario analyses using metrics such as development yield, cash-on-cash returns, and debt service coverage ratios. • Perform market research to gather data on rental rates, comparable sales, land costs, and absorption rate projections. • Support due diligence efforts by compiling property data, reviewing zoning regulations, and coordinating with external consultants. • Monitor project invoices and reconcile construction draws to ensure compliance with contract terms. • Track and report on project costs, budgets, and cash flow requirements, providing variance analyses when needed. • Organize and participate in project meetings and site visits, preparing detailed notes and documentation. • Create detailed development reports and presentations to communicate project status, budget updates, and key findings to stakeholders. • Coordinate with Asset Management teams to facilitate project turnover, including operating budgets and warranty documentation.
2026-05-15T00:00:00Z

Sr. Credit Analyst

Portsmouth, NH
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to join a banking team in the Greater 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.
2026-05-04T00:00:00Z

Sr. Credit Analyst

Cambridge, MA
onsite
Permanent / Full Time
70000 - 100000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to support lending decisions for a banking team in the Greater Boston area. This position centers on reviewing commercial and consumer credit requests, assessing financial performance, and delivering well-reasoned recommendations that help guide prudent risk decisions. The role also works closely with lending partners to structure transactions, maintain strong credit documentation, and support the ongoing management of borrower relationships. Responsibilities:• Analyze business and personal financial records, tax filings, and related documents to determine borrower and guarantor creditworthiness.• Collect and organize loan information from internal lending partners and clients, then convert that data into clear and actionable credit evaluations.• Prepare comprehensive credit presentations, written analyses, and financial models that support approval, renewal, and modification decisions.• Review loan files to verify accuracy, confirm documentation is complete, and ensure collateral records are properly maintained.• Evaluate repayment sources and collateral support to confirm each request aligns with bank policy and risk standards.• Collaborate with commercial lenders to identify risk considerations, recommend effective deal structures, and support both new and existing credit relationships.• Produce periodic credit reports, annual review materials, loan summaries, and commentary on higher-risk assets as needed.• Maintain organized credit records while assisting with servicing follow-up, borrower requests, and ongoing portfolio administration.• Support underwriting and credit review activity across a range of lending exposures while adhering to regulatory requirements and internal procedures.
2026-05-08T00:00:00Z

Sr. Credit Analyst

Scottsdale, AZ
remote
Temporary / Contract
45 - 50 USD / Hourly
Robert Half Management Resources is looking for an experienced Sr. Credit Analyst to join one of our clients on an interim basis. In this role, you will contribute to commercial lending decisions by evaluating borrower financials, preparing clear credit recommendations, and monitoring portfolio health. This position offers the opportunity to support both new and existing loan activity while partnering closely with relationship managers, underwriting teams, and credit leadership. Responsibilities:• Develop detailed credit memos and lending recommendations for new requests, renewals, and modifications.• Analyze financial statements by completing spreads, cash flow reviews, ratio analysis, and covenant testing to support credit decisions.• Track the performance of assigned borrowing relationships and flag developing risks, exceptions, or adverse trends.• Review collateral, industry conditions, and borrower operating results to form balanced assessments of repayment capacity.• Maintain ongoing portfolio oversight through periodic reviews, covenant compliance monitoring, and credit file updates.• Collaborate with lenders, portfolio partners, and credit approvers to deliver accurate and timely documentation for commercial loan activity.• Ensure loan packages and supporting records align with internal credit standards and applicable regulatory expectations.• Use credit analysis platforms and reporting tools, such as Abrigo, Experian, or comparable systems, to support underwriting and portfolio management activities.
2026-05-13T00:00:00Z

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