We are looking for an experienced finance leader to oversee accounting operations and guide financial planning for the organization in Milwaukee, Wisconsin. This role works closely with executive leadership to turn financial results into practical business decisions, while maintaining strong reporting, controls, and operational discipline. The ideal candidate brings a hands-on management style, sound technical expertise, and the ability to strengthen processes, support teams, and drive measurable performance improvements.<br><br>Responsibilities:<br>• Direct the day-to-day work of finance, accounting, and payroll functions, setting priorities and ensuring deadlines are met with accuracy.<br>• Coach and develop team members by establishing performance expectations, promoting accountability, and building a collaborative department culture.<br>• Lead monthly and annual close activities, including review of journal entries, reconciliations, accruals, and supporting documentation.<br>• Prepare and evaluate financial statements, cash flow analyses, and leadership reports to support informed decision-making.<br>• Manage the annual budgeting cycle and ongoing forecasting efforts in partnership with department leaders across the organization.<br>• Analyze operating results, labor spending, revenue patterns, and project profitability to identify trends and recommend corrective action.<br>• Maintain effective internal controls, accounting policies, and financial documentation to protect assets and reduce organizational risk.<br>• Coordinate audit preparation and serve as a key contact for internal and external auditors, ensuring timely delivery of required schedules and responses.<br>• Support financial systems enhancements, process improvements, and staff training initiatives that increase efficiency and reporting quality.<br>• Collaborate with senior leadership, vendors, clients, and business partners on strategic initiatives, special projects, and operational planning.
<p>We are looking for an experienced Sr. Accountant to support a high-volume printing business in Plymouth, Michigan. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who can manage core accounting operations, maintain accurate inventory-related reporting, and contribute to process improvements in a fast-paced environment. The role will play a key part in strengthening financial consistency across the organization while supporting daily and month-end accounting activities. This is an ON-SITE position.</p><p><br></p><p>The day-to-day responsibilities will include:</p><p>• Lead the implementation and configuration of QuickBooks Enterprise, including accounting data alignment and process standardization efforts.</p><p>• Assist with system-related accounting initiatives tied to the transition from Great Plains to QuickBooks, helping prepare for a targeted go-live timeline.</p><p>• Support general accounting activities, including journal entries, account reconciliations, and month-end close deliverables.</p><p>• Review general ledger activity for accuracy and resolve discrepancies affecting financial statements or subledger balances.</p><p>• Maintain inventory accounting records and monitor work-in-progress balances to support accurate costing and reporting.</p><p>• Analyze financial data in Excel to identify variances, improve reporting accuracy, and support operational decision-making.</p><p>• Partner with internal stakeholders to promote consistent accounting practices.</p>
<p>Robert Half is partnering with a well-established, multi-entity organization to hire a hands-on Controller. This leadership role will oversee accounting operations across multiple business units, ensuring accurate financial reporting, strong internal controls, and efficient day-to-day accounting processes. This is an on-site position in the Albany area that offers a direct-hire leadership opportunity. Apply today!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee month-end and year-end close, financial reporting, and general accounting operations across multiple entities.</li><li>Lead and mentor accounting staff while fostering a collaborative, high-performance environment.</li><li>Maintain internal controls, ensure compliance, and support external audit and tax processes.</li><li>Analyze financial results and provide insights to ownership and executive leadership.</li><li>Drive process improvements and help modernize accounting workflows and systems.</li><li>Partner with operational leaders to support strategic and business decisions.</li></ul><p><strong>Salary Range: </strong>$130,000 - $170,000</p>
<p><em>The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Summary</strong></p><p>As a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.</p><p> </p><p><strong>Essential Duties</strong></p><ul><li>Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.</li><li>Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.</li><li>Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.</li><li>Prepare executive and management-level presentations that clearly communicate complex data and business insights.</li><li>Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.</li><li>Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.</li><li>Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.</li><li>Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.</li></ul><p><strong>Requirements</strong></p><ul><li>Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.</li><li>Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.</li><li>Skilled in cross-functional collaboration with both technical and non-technical colleagues.</li><li>Advanced financial modeling and analytical capabilities.</li><li>Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.</li><li>A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.</li></ul><p><br></p>
<p><strong>Senior Accountant</strong></p><p>📍 Greater Hartford area, CT - Hybrid opportunity</p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013384435</p><p><br></p><p>A growing, private equity–backed environmental services organization is adding a <strong>Senior Accountant</strong> to support continued U.S. expansion following a recent acquisition. This is a high-impact role within a lean, collaborative accounting team, offering exposure to multi-entity reporting, process improvements, and an upcoming ERP implementation.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Contribute to monthly, quarterly, and annual close</li><li>Support multi-entity consolidations and GAAP financial reporting</li><li>Prepare balance sheet reconciliations and assist with audit support</li><li>Partner with FP& A on variance analysis</li><li>Apply GAAP across revenue, leases, accruals, and reserves</li><li>Help strengthen internal controls in a PE-backed environment</li></ul><p><strong>What They’re Looking For:</strong></p><ul><li>Bachelor’s in Accounting or Finance</li><li>3–5+ years of progressive accounting experience</li><li>Strong monthly close + financial reporting background</li><li>Audit experience (public or corporate audit support)</li></ul><p><strong>Pluses:</strong></p><ul><li>Public accounting foundation</li><li>Multi-entity or PE-backed exposure</li><li>Microsoft Dynamics Business Central</li></ul><p><strong>Why Consider It?</strong></p><ul><li>High-growth platform company</li><li>Exposure to PE reporting + scaling operations</li><li>Clear visibility and mentorship from senior leadership</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013384435.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Assistant Controller</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Family Office + Alternative Investments</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p><strong>The Opportunity</strong></p><p>Join a sophisticated investment organization as an <strong>Assistant Controller</strong>, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence.</p><p><br></p><p><strong>Key areas of responsibility include:</strong></p><ul><li>Investment and partnership accounting</li><li>Real estate and property accounting</li><li>Financial reporting and consolidations</li><li>Month-end close and cash planning</li><li>Process improvement, automation, and AI initiatives</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.</li><li>Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.</li><li>Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.</li><li>Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.</li><li>Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Controller to lead the company’s accounting and financial reporting activities in San Antonio, Texas. This position is responsible for strengthening financial processes, delivering accurate consolidated reporting, and supporting leadership with clear analysis that informs business decisions. The ideal candidate brings strong technical accounting expertise, sound judgment, and the ability to guide a high-performing team across multiple entities and business lines.<br><br>Responsibilities:<br>• Lead day-to-day accounting operations across multiple entities and lines of business, ensuring timely and accurate financial management.<br>• Produce and review consolidated financial statements and related reports, maintaining accuracy, completeness, and consistency with applicable accounting standards.<br>• Partner with executive leadership and cross-functional teams to provide financial analysis, performance insights, and recommendations that support strategic decisions.<br>• Supervise accounting staff responsible for property-related activities, including lease administration, rent schedules, and reconciliation of tenant balances.<br>• Build, coach, and evaluate a growing finance team by providing direction, mentorship, and ongoing performance feedback.<br>• Review existing accounting workflows, identify opportunities for improvement, and implement more efficient processes and financial system enhancements.<br>• Establish and monitor internal controls to promote compliance with accounting policies, regulatory requirements, and industry standards.<br>• Manage the annual audit process and serve as the primary point of coordination with external auditors and other third-party advisors.<br>• Oversee regulatory and financial filings, including support for tax planning and compliance activities, and handle special projects involving research, process design, and general ledger matters.
We are looking for a Finance Manager to guide financial planning and performance analysis for our team in San Antonio, Texas. This position combines detailed analytical work with strategic partnership, helping leaders make informed decisions through clear reporting and forward-looking insights. The role also contributes to business planning, operational improvement, and evaluation of growth opportunities, including acquisition-related analysis when needed.<br><br>Responsibilities:<br>• Direct company budgeting and forecast cycles by collaborating with business leaders to build practical, data-driven financial plans.<br>• Create and refine multi-year financial models that reflect operational drivers, scenario planning, and changing business assumptions.<br>• Review financial and operating results to uncover performance trends, explain deviations from plan, and surface potential risks or areas for growth.<br>• Present financial findings in a concise, decision-ready format for senior leadership, supported by recommendations that align with business goals.<br>• Design and enhance dashboards and recurring management reports that improve visibility into organizational performance.<br>• Work closely with executive leadership and the Corporate Controller to support planning decisions, financial strategy, and enterprise priorities.<br>• Contribute analytical support for mergers, acquisitions, and other strategic projects through valuation modeling, diligence efforts, and post-transaction coordination.<br>• Assist with audit preparation, compliance efforts, and finance-related control activities to help maintain sound reporting practices.<br>• Identify and implement improvements that streamline planning, analysis, and reporting workflows through automation and process enhancement.
<p>Project Accountant / Billing Role! </p><p>A highly respected organization in the professional services/design space is adding a <strong>Project Accountant</strong> to its Houston team due to continued growth and several significant new project wins. This is a newly created position offering the opportunity to join an exceptionally stable company with a strong culture, long-tenured team and exciting project portfolio.</p><p><br></p><p><strong><u>Why This Opportunity?</u></strong></p><ul><li><strong>Newly created position due to growth</strong> and several major project wins</li><li>Exceptional company and team stability with <strong>very low employee turnover</strong></li><li>Work on <strong>high-profile projects across the country! </strong></li><li>Join a collaborative Houston team with impressive tenure and a culture people genuinely enjoy</li><li>Report to a <strong>hands-on, supportive leader</strong> who is highly invested in his team's success</li><li>Strong overall compensation and benefits package, including <strong>profit sharing, 401(k), generous PTO and paid downtown parking</strong></li><li>Stable organization with a strong financial foundation and long-term track record of success</li></ul><p><strong><u>The Role</u></strong></p><p>This position will own the financial management and billing activities for a portfolio of projects throughout the full project lifecycle. You'll partner closely with Project Managers and operational leaders to ensure projects remain financially healthy while managing everything from project setup and contract terms to invoicing, forecasting and collections.</p><p>Responsibilities will include:</p><ul><li>Manage <strong>high-volume project billing</strong> across a portfolio of active projects</li><li>Partner with Project Managers to review project budgets, staffing plans, fees and financial performance</li><li>Review contracts and understand terms related to billing and fee management</li><li>Prepare accurate and timely client invoices in accordance with contractual requirements</li><li>Monitor project performance, including <strong>actual vs. budget results</strong>, and identify potential issues or trends</li><li>Review project labor and expenses for accuracy and appropriateness</li><li>Coordinate consultant invoices and payments</li><li>Monitor accounts receivable and partner with Project Managers on collection efforts</li><li>Provide financial reporting and analysis to project and office leadership</li><li>Support project setup and financial maintenance throughout the project lifecycle</li><li>Serve as a financial resource to Project Managers and operational teams</li><li>Identify opportunities to improve processes, reporting and efficiencies</li></ul><p><br></p><p><strong>If you are interested in hearing more, please apply today!! Or you can reach out to Casey Engeling directly on LinkedIn. </strong></p>
<p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add a <strong>Senior Accountant</strong> to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. <strong>The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week.</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Staff Accountant to join an established, privately-owned business in Lexington, South Carolina. This role supports the corporate accounting function by helping maintain accurate financial records, contributing to the monthly close cycle, and improving day-to-day accounting processes. The ideal candidate brings a strong foundation in accounting principles, confidence working across multiple systems, and the communication skills to collaborate effectively with colleagues throughout the business.</p><p><br></p><p><strong><u>Responsibilities</u></strong>:</p><p>• Support the monthly accounting close by preparing entries, reviewing account activity, and helping ensure deadlines are met.</p><p>• Reconcile balance sheet and income statement accounts to maintain accuracy and resolve discrepancies in a timely manner.</p><p>• Maintain the general ledger by recording financial transactions and verifying supporting documentation.</p><p>• Assist with the preparation and review of internal financial reports and statements for management use.</p><p>• Analyze financial data to identify variances, trends, and areas that may require follow-up or correction.</p><p>• Contribute to process enhancement efforts that strengthen efficiency, consistency, and accuracy within the accounting function.</p><p>• Partner with the Controller and cross-functional teams on assigned projects and ongoing departmental priorities.</p>
<p>We are looking for an Financial Analyst to support a financial services organization in Philadelphia, PA. This Long-term Contract opportunity is ideal for a detail-oriented candidate who can evaluate transactional activity, identify potential financial crime risks, and produce clear investigative documentation. The role works closely with compliance, operations, and related teams to assess alerts, validate customer activity, and support due diligence efforts in a regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate alerts generated through transaction surveillance tools and assess account activity for indicators of unusual or suspicious behavior.</p><p>• Analyze customer transactions against expected usage patterns, escalating and researching variances that require deeper review.</p><p>• Conduct investigations into flagged activity and complete follow-up analysis to determine whether transactions are legitimate and adequately explained.</p><p>• Create thorough case records, investigative summaries, and supporting documentation for internal stakeholders and potential regulatory needs.</p><p>• Work with compliance, operations, and partner teams to collect information necessary for customer due diligence and enhanced due diligence reviews.</p><p>• Apply regulatory expectations, internal policies, and established controls when reviewing activity and recording conclusions.</p><p>• Participate in training and career development to stay informed on changing compliance obligations, emerging threats, and industry standards.</p><p>• Coordinate with technology and support teams to strengthen monitoring logic, improve alert effectiveness, and enhance investigative workflows.</p>
We are looking for an experienced Senior Project Accountant to support the financial management of construction projects in Charlotte, North Carolina. This role is responsible for maintaining accurate project cost records, strengthening financial controls, and providing clear reporting that helps project teams make informed decisions. The ideal candidate brings strong expertise in project-based accounting environments and is comfortable working with construction accounting systems such as CMiC.<br><br>Responsibilities:<br>• Oversee the accounting lifecycle for assigned construction projects, including cost tracking, revenue recognition, billing support, and financial close activities.<br>• Review project financial performance by monitoring budgets, commitments, subcontractor costs, and change activity to help ensure accurate reporting.<br>• Prepare and reconcile project-related journal entries, account balances, and monthly financial statements in accordance with company policies.<br>• Partner with project managers and operations teams to analyze job profitability, identify variances, and address financial issues in a timely manner.<br>• Support client invoicing processes, payment applications, and collections follow-up to maintain healthy project cash flow.<br>• Maintain the accuracy of project setup data, contract values, and cost codes within CMiC and other accounting systems.<br>• Assist with audits, compliance reviews, and documentation requests by organizing complete and reliable project financial records.<br>• Contribute to accounting process improvements and support system-related updates or workflow changes as needed within the project accounting function.
<p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add a <strong>Senior Accountant</strong> to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. <strong>The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week.</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul><p><br></p>
<p>Ricky Pasquet with Robert Half Finance & Accounting Permanent Placement is recruiting for an experienced Cost Accountant. In this role, you will support product costing, inventory accuracy, and financial reporting while partnering with operations and planning teams to improve cost visibility and business performance. The position is well suited for someone who combines strong analytical ability with hands-on manufacturing accounting experience and a focus on accuracy, controls, and continuous improvement.</p><p><br></p><p>Responsibilities:</p><p>• Maintain product cost structures within the ERP system by reviewing master data, validating costing logic, and keeping standards current.</p><p>• Analyze manufacturing, inventory, purchasing, and absorption variances, identify root causes, and share actionable findings with business partners.</p><p>• Evaluate raw material cost performance by comparing standard and actual results and highlighting trends that affect production costs.</p><p>• Support monthly close activities tied to manufacturing operations, including production settlements, inventory-related entries, and reconciliation tasks.</p><p>• Prepare and review general ledger reconciliations to confirm that production and inventory transactions are recorded correctly.</p><p>• Assist with manufacturing and supply chain reporting by compiling financial data, interpreting results, and communicating meaningful insights.</p><p>• Review supplier invoices related to raw materials, investigate discrepancies, and coordinate follow-up to resolve issues promptly.</p><p>• Contribute to internal control, audit, and policy support activities by providing documentation, answering inquiries, and helping strengthen accounting procedures.</p><p>• Partner with cross-functional teams on process improvement efforts involving supply chain, warehouse, maintenance, and manufacturing transactions connected to the general ledger.</p>
<p>Amanda Warren is looking for an experienced Sr. Accountant to support core accounting operations in Mather, California. This role plays a central part in keeping financial records accurate, guiding close activities, and strengthening day-to-day accounting processes. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work across payroll, payables, receivables, and reporting functions.</p><p><br></p><p>Responsibilities:</p><p>• Direct the monthly close cycle by organizing timelines, reviewing financial activity, and helping ensure timely completion of deliverables.</p><p>• Prepare and record journal entries while maintaining accuracy across the general ledger and related supporting documentation.</p><p>• Complete bank and balance sheet reconciliations, investigate variances, and resolve discrepancies in a timely manner.</p><p>• Review financial performance and assemble schedules and reports that support management reporting and decision-making.</p><p>• Oversee payroll-related accounting activities, including account reconciliation and adherence to applicable compliance requirements.</p><p>• Guide accounts payable operations by monitoring invoice coding, payment processing, vendor activity, and internal control practices.</p><p>• Support accounts receivable management through oversight of collections, aging trends, cash application, and customer account balances.</p><p>• Contribute to budgeting, forecasting, audit preparation, tax support, fixed asset accounting, and ongoing process improvement initiatives.</p><p>• Partner with accounting leadership on special assignments and operational priorities as needed.</p>
<p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add a <strong>Senior Accountant</strong> to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. <strong>The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week.</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul><p><br></p>
<p>Our client is seeking an experienced Accountant / Financial Analyst with a strong background in budgeting, financial reporting, and analysis. This individual will play an important role in supporting the organization's budgeting and financial planning activities, analyzing financial data, monitoring expenditures, and ensuring the accuracy and integrity of financial information. The ideal candidate is detail-oriented, analytical, and comfortable working with financial systems, spreadsheets, and cross-functional teams to support business and financial objectives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with the development, preparation, and maintenance of annual budgets and financial forecasts.</li><li>Monitor budget performance, track expenditures, and analyze variances between actual results and budgeted projections.</li><li>Prepare financial reports, budget analyses, and supporting schedules for management review.</li><li>Analyze financial data to identify trends, discrepancies, and opportunities for improved cost management.</li><li>Reconcile financial information and investigate discrepancies to ensure accuracy and completeness.</li><li>Support monthly, quarterly, and annual financial reporting processes.</li><li>Work with various departments to collect, validate, and consolidate budgetary information.</li><li>Assist with financial planning, projections, and resource allocation.</li><li>Maintain accurate financial records and supporting documentation.</li><li>Utilize financial systems and advanced Excel capabilities to analyze and report financial information.</li><li>Identify opportunities to improve budgeting processes, reporting accuracy, and overall financial controls.</li></ul><p><br></p>
<p>An established financial services organization is seeking an Investment Accounting Manager to lead a team responsible for investment accounting, financial reporting, and client account management. This individual will oversee the accounting and reporting process for a diverse client portfolio, ensuring financial information is accurate, complete, and delivered in accordance with established deadlines and regulatory requirements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct the monthly and quarterly accounting cycle for assigned investment portfolios, ensuring the integrity of financial data and timely completion of reporting requirements.</li><li>Review investment activity, financial statements, supporting schedules, and account balances to identify unusual fluctuations, discrepancies, and potential reporting issues.</li><li>Coordinate the preparation of financial information for insurance and investment-related regulatory requirements, including statutory and GAAP reporting.</li><li>Monitor reconciliation activities and ensure investment transactions, cash movements, interest income, dividends, and other portfolio activity are properly reflected in the accounting records.</li><li>Partner with external custodians, investment managers, and client accounting teams to research outstanding items and resolve complex accounting questions.</li><li>Establish priorities and provide direction to accounting staff, ensuring workloads are balanced and deliverables meet quality expectations.</li><li>Act as a technical resource for the team, providing guidance on investment accounting treatment, reporting requirements, and complex transactions.</li><li>Build and maintain productive relationships with clients and external business partners, addressing questions and providing insight into financial reporting results.</li><li>Work closely with auditors during financial reviews and audits, coordinating requested documentation and addressing accounting-related inquiries.</li><li>Evaluate existing accounting practices and introduce improvements to reporting procedures, internal controls, and operational workflows.</li><li>Assist with department planning, staffing needs, and the integration of new client accounts and reporting requirements.</li></ul><p><strong>Education</strong></p><ul><li>Bachelor's degree in Accounting, Finance, or Business with an Accounting concentration required.</li><li>CPA or other relevant professional certification preferred.</li></ul><p><strong>Experience & Technical Skills</strong></p><ul><li>Minimum of 5 years of progressive accounting experience, ideally within insurance, investment management, asset management, or financial services.</li><li>Previous experience providing team leadership, reviewing accounting work, or overseeing complex accounting projects.</li><li>Strong understanding of investment accounting principles and financial reporting requirements.</li><li>Familiarity with statutory (STAT), GAAP, and/or IFRS accounting standards.</li><li>Advanced Microsoft Excel skills, including lookup functions, pivot tables, and macros.</li><li>Experience working with investment accounting platforms and financial reporting applications.</li></ul><p>Please send resumes directly to Chelsea Halon - chelsea.halon@roberthalf com </p>
<p>We are looking for a <strong>Customer Service Representative</strong> to join a growing team supporting time-sensitive client accounts from initial assignment through resolution. This contract-to-permanent position is ideal for someone who communicates confidently, stays organized in a fast-paced environment, and can coordinate effectively with clients, service providers, and internal partners.</p><p>The role focuses on managing account updates, verifying documentation and fees, coordinating next steps with third-party partners, and ensuring timely resolution while delivering attentive and professional customer service throughout the process.</p><p>Responsibilities</p><ul><li>Manage assigned accounts from initial intake through final resolution, keeping clients and relevant partners informed of progress and next steps.</li><li>Communicate with clients, service providers, facilities, and vendor partners to gather status updates and coordinate timely completion of account-related activities.</li><li>Submit payment requests to the appropriate internal teams promptly to prevent delays and keep processes moving.</li><li>Verify required documentation, fees, and release requirements with third-party partners and assist with resolving questions or requirements as needed.</li><li>Provide timely and accurate updates to clients in accordance with service expectations and account-handling guidelines.</li><li>Handle inbound and outbound calls related to account status, order entry, scheduling, and service coordination with professionalism and urgency.</li><li>Maintain organized records and detailed account notes to support efficient follow-up, issue resolution, and clear customer communication.</li><li>Work closely with internal departments and external partners to identify and resolve issues that may delay account completion.</li></ul><p><br></p>
We are looking for an accomplished Controller to lead core accounting activities and safeguard the accuracy of the organization’s financial information in Newmanstown, Pennsylvania. This role will guide reporting, compliance, budgeting, and forecasting while helping leadership make informed business decisions through clear financial analysis. The ideal candidate brings deep knowledge of U.S. GAAP, strong operational discipline, and the ability to strengthen processes in a dynamic, growing environment.<br><br>Responsibilities:<br>• Direct day-to-day accounting operations, ensuring the general ledger is maintained accurately and in a timely manner.<br>• Lead monthly and annual close activities, coordinating reviews and resolving issues that could affect reporting accuracy.<br>• Prepare and oversee internal and external financial statements in accordance with U.S. GAAP and company standards.<br>• Develop budgets and forecasts, monitor performance against plans, and explain material variances to senior leadership.<br>• Establish, evaluate, and enhance internal control practices to support compliance and reduce financial risk, including SOX-related activities where applicable.<br>• Provide decision-support analysis and ad hoc reporting that translates financial results into actionable business insights.<br>• Partner with leadership to improve accounting workflows, documentation practices, and overall financial processes.<br>• Oversee the organization and retention of financial records, including document compilation, control, and scanning activities as needed.
<p>We are looking for a Controller to lead accounting operations and provide thoughtful financial guidance for the business in Honolulu, Hawaii. This position is ideal for a detail-oriented individual who can manage core financial activities with precision while also contributing to planning, analysis, and operational decision-making. The role offers an opportunity to shape reporting practices, strengthen controls, and grow into broader financial leadership over time. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call Melissa at 808.452.0254.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full close cycle on a monthly, quarterly, and annual basis to ensure timely and reliable financial results.</p><p>• Maintain the accuracy of the general ledger and deliver financial statements and management reports that support informed business decisions.</p><p>• Develop budgets, forecasts, and performance analyses to help leadership evaluate results, trends, and future financial expectations.</p><p>• Manage cash position, banking activity, and internal controls to protect assets and support healthy liquidity.</p><p>• Administer payroll and coordinate tax-related activities, including Hawaii General Excise Tax compliance, in partnership with external advisors when needed.</p><p>• Collaborate with operations and project teams to review job costs, profitability, spending patterns, and areas of financial risk.</p><p>• Lead and support accounting personnel by providing direction, coaching, and development opportunities.</p><p>• Recommend and implement improvements to financial processes, reporting workflows, and technology usage, including practical automation tools where appropriate.</p><p>• Support insurance administration, bonding requirements, and other finance-related compliance obligations while building expertise in these areas.</p><p>• Work closely with current financial leadership during the transition period and gradually take on expanded responsibility for strategy, reporting, and organizational planning.</p>
We are looking for an experienced Treasurer & Controller to oversee the full spectrum of finance and administrative operations for a privately held, multi-entity organization. This role combines high-level financial leadership with direct ownership of accounting, treasury, tax, payroll, benefits, insurance, and governance-related activities. The successful candidate will act as a trusted advisor to leadership and the Board while ensuring strong controls, accurate reporting, and efficient day-to-day execution.<br><br>Responsibilities:<br>• Direct the monthly and year-end close process, producing reliable financial statements and management reporting across multiple entities and trusts.<br>• Supervise core accounting activities such as reconciliations, payroll-related entries, cash oversight, and internal control compliance to maintain accurate books and records.<br>• Administer fixed asset records, track depreciation schedules, and maintain supporting documentation for capital assets.<br>• Manage banking partnerships, daily cash positioning, deposits, and liquidity planning to support ongoing operational and strategic needs.<br>• Coordinate distributions for corporate and trust structures while maintaining proper documentation and financial accuracy.<br>• Oversee preparation for payroll tax filings and partner with outside advisors on corporate, partnership, trust, municipal, and other required tax submissions.<br>• Monitor investment account activity, maintain cost-basis records, execute approved transactions, and support retirement plan reporting and annual census processes.<br>• Lead benefits and personnel administration, including onboarding records, insurance enrollments, compliance tracking, and coordination with external HR advisors.<br>• Manage insurance renewals and coverage administration across liability, property, automobile, and contractor programs while supporting broader risk management efforts.<br>• Prepare Board meeting materials, maintain organized corporate records, coordinate financial systems and technology vendors, and contribute to special projects involving transactions, property matters, and business operations.
We are looking for a Data Analyst to join a FinTech organization in New York, New York. This Long-term Contract position is ideal for someone who enjoys translating complex commercial and sales data into practical recommendations that support pricing, forecasting, and business decisions. In this role, you will work across teams to strengthen reporting accuracy, develop analytical models, and present insights that help guide deal strategy and revenue outcomes.<br><br>Responsibilities:<br>• Build and refine analytical models and reusable templates to evaluate new business opportunities as well as converted accounts.<br>• Perform margin-focused assessments on proposed deals to support pricing decisions and overall commercial strategy.<br>• Create clear presentation materials that summarize commercial proposals, financial considerations, and key business insights.<br>• Prepare internal review decks that clearly communicate deal performance, assumptions, risks, and recommendations for stakeholders.<br>• Audit and validate Salesforce data to improve consistency, completeness, and reporting reliability.<br>• Maintain accurate weekly tracking reports and ensure leadership has timely visibility into performance metrics and pipeline activity.<br>• Analyze sales and pricing data to uncover trends, compare scenario outcomes, and support revenue forecasting.<br>• Partner with cross-functional teams including Sales and Finance to align analysis with business objectives and customer needs.
We are looking for a Senior Financial Analyst to support financial planning, performance analysis, and decision support for operations in Archbold, Ohio. This role works closely with leaders across the business to evaluate results, uncover trends, and turn data into practical recommendations that strengthen profitability and efficiency. The ideal candidate brings strong analytical judgment, comfort with financial modeling and reporting tools, and the ability to translate complex information into clear business insight.<br><br>Responsibilities:<br>• Partner with operational and business leaders to define meaningful financial and performance metrics that guide decisions and highlight improvement opportunities.<br>• Drive budgeting, forecasting, and capacity planning activities for assigned areas while monitoring results against expectations.<br>• Investigate budget-to-actual and forecast-to-actual variances, determine underlying causes, and recommend actions to improve financial performance.<br>• Evaluate capital spending, business initiatives, and investment opportunities by assessing returns, operational impact, and overall business value.<br>• Create and enhance dashboards, reporting packages, and visual analytics using Power BI and other enterprise data sources while maintaining reporting accuracy.<br>• Work with cross-functional teams, including IT, to convert business needs into scalable reporting and analytics solutions with clear documentation of logic and methodology.<br>• Prepare presentations and analysis for leadership that explain performance drivers, emerging risks, and opportunities for operational improvement.<br>• Support automation, data modeling, and process improvement efforts that increase reporting efficiency and strengthen decision-making across the organization.