<p>Join a global real estate investment leader with a strong presence across North America and Europe! This organization fosters a collaborative, high-integrity culture where employees are encouraged to grow, think creatively, and contribute beyond the scope of their titles.</p><p><br></p><p>This Corporate Financial Analyst role is a great opportunity for an early-career finance professional to support forecasting, reporting, and strategic analysis within a sophisticated corporate finance environment. The position offers broad exposure to financial modeling, portfolio valuation, budgeting, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>· Maintain and enhance corporate forecasting models to support financial planning efforts</p><p>· Prepare selected sections of quarterly management reporting packages for leadership review</p><p>· Evaluate core financial performance indicators and perform budget-to-actual variance analysis</p><p>· Build and refresh Argus models and assist with portfolio valuation activities</p><p>· Track portfolio-related expenses and provide insights on cost trends</p><p>· Support special projects and identify tools or systems that improve workflow efficiency</p><p><br></p><p>For immediate consideration please contact Ben.Turnbull@roberthalf.</p>
<p>We are looking for an experienced Tax Manager or Senior Tax Manager to join a public accounting team in Greenville, South Carolina. This position focuses on delivering high-quality corporate tax services, guiding compliance activities, and supporting clients with complex tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage multiple priorities while building trusted client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and review of corporate tax filings, ensuring accuracy, completeness, and timely submission.</p><p>• Oversee annual income tax provision work and evaluate financial data to support reliable tax reporting.</p><p>• Advise clients on sales and use tax matters, including research, compliance support, and issue resolution.</p><p>• Manage client engagements from planning through final delivery, coordinating timelines, resources, and expectations.</p><p>• Provide guidance on entity formation considerations, including tax implications and structural recommendations.</p><p>• Utilize CCH ProSystem Fx and related tax software to maintain efficient workflows and support reporting requirements.</p><p>• Review technical tax issues, interpret regulations, and develop practical recommendations for client-specific situations.</p><p>• Mentor tax staff and senior team members by providing feedback, reviewing work product, and encouraging continued growth.</p>
We are looking for a Financial Analyst to support business performance through insightful reporting, forecasting, and financial evaluation. This role will partner with operational and leadership teams to interpret results, identify trends, and provide recommendations that improve decision-making. Based in Fletcher, North Carolina, the position is ideal for someone who combines strong analytical skills with a practical understanding of cost structures in a manufacturing environment.<br><br>Responsibilities:<br>• Develop financial models and scenario analyses to assess business performance, support planning efforts, and guide strategic decisions.<br>• Review actual results against budgets and forecasts, explain key variances, and highlight risks or opportunities for management.<br>• Prepare recurring and ad hoc financial reports that translate complex data into clear business insights for stakeholders.<br>• Partner with cross-functional teams to evaluate operating trends, monitor expenses, and improve financial visibility across the organization.<br>• Support manufacturing cost analysis by examining production-related expenses, inventory impacts, and cost drivers.<br>• Assist with forecasting and budgeting activities by gathering inputs, validating assumptions, and consolidating financial information.<br>• Analyze profitability, margins, and operational metrics to recommend actions that enhance efficiency and financial performance.
<p>We are seeking an experienced General Manager with hands-on production experience working with hazardous materials and SDS requirements in a chemical or similar regulated setting. This General Manager will provide strategic and operational leadership across production, warehouse, inventory, and fulfillment functions, be responsible for driving operational efficiency, maintaining strong safety culture, developing high-performing teams, and supporting the continued growth and scalability of the organization. The ideal candidate will review financial performance and KPIs, coach/manage operations managers/supervisors, assume full responsibility for operational budgeting and P&L, and ensure own site OSHA compliance while keeping the lines running safely and efficiently.</p><p> </p><p><u>What you get to work on daily</u></p><p>· Lead and continuously improve operational systems, workflows, processes, and Standard Operating Procedures (SOPs).</p><p>· Promote and maintain a strong culture of workplace safety while ensuring compliance with OSHA regulations and other applicable requirements.</p><p>· Oversee inventory accuracy, inventory control, fulfillment activities, and material movement throughout the operation.</p><p>· Develop workforce plans to effectively manage seasonal fluctuations, staffing demands, and changing business needs.</p><p>· Establish, monitor, and analyze key performance indicators (KPIs) to drive accountability, productivity, and continuous improvement.</p><p>· Recruit, coach, mentor, and develop team members while building a collaborative and high-performing leadership team.</p><p>· Identify operational challenges and implement scalable solutions that support organizational growth.</p><p>· Maintain familiarity with RF-scanning Warehouse Management Systems (WMS) and bin-location inventory practices.</p><p>· Remain actively involved in hands-on production operations, including working around automated production lines and supporting floor-level operational needs.</p><p>· Ensure appropriate procedures are followed for hazardous materials and Safety Data Sheet (SDS) management within a chemical environment.</p><p>· Oversee the safe operation and certification programs associated with warehouse equipment, including turret, reach, and counter-balance forklifts.</p>
<p>We are looking for an experienced General Manager to lead day-to-day operations and turn company objectives into disciplined, measurable execution in Longwood, Florida. This role serves as a senior operational partner to executive leadership, bringing together teams across the business to improve performance, strengthen accountability, and support sustainable growth. The ideal candidate combines strategic thinking with hands-on operational leadership and a strong focus on process quality, customer commitments, and financial results.</p><p><br></p><p>Responsibilities:</p><p>• Direct cross-functional operations across customer service, sales, accounting, IT, and support teams to keep priorities aligned and execution on track.</p><p>• Design and improve operating procedures that increase efficiency, support growth, and maintain a high standard of service delivery.</p><p>• Convert company goals into clear monthly and quarterly plans, ensuring departments understand expectations, timelines, and ownership.</p><p>• Monitor business performance through regular scorecards and operating reviews covering revenue, margins, service responsiveness, order flow, inventory, and collections.</p><p>• Lead recurring operational meetings, drive follow-through on decisions, and remove barriers that affect performance or customer outcomes.</p><p>• Oversee execution of customer and vendor agreements by embedding contract terms into workflows, controls, and measurable service standards.</p><p>• Identify risks related to compliance, pricing accuracy, documentation, fulfillment delays, or margin erosion, and implement corrective actions promptly.</p><p>• Promote a workplace culture centered on professionalism, accountability, continuous improvement, and consistent operational discipline.</p><p><br></p><p>Must have:</p><p>Solid knowledge of US government contracting regulations</p><p>At least 5 years of experience in a high volume fulfillment center in a leadership role</p><p>Proven leadership </p><p>NOTE this role is 100% in office</p><p><br></p>
<p>My client, a growing Investment Management Firm is looking to hire a Senior Tax Manager or Tax Manager to join the team. The Senior Tax Manager will join a 7 person team and report to the Director of Tax. Compensation for this position is $150-160K + 25-35% bonus so an all in package in the low 200s. This company is doing well, growing, offers nice growth potential great benefits, a great hybrid working arrangement of only 10 days a month in office with less needed during the summer, a nice work life balance and more!</p><p><br></p><p>If interested in hearing more, please EMAIL YOUR RESUME to matthew.katz@roberthalf or message me on linkedin ASAP. Thank you</p>
<p>Are you an accounting leader looking to make an impact within a rapidly growing infrastructure and energy-focused organization? Our client, a well-funded and expanding company with a significant portfolio of large-scale development projects across North America, is seeking an experienced <strong>Accounting Manager</strong> to join its U.S. finance team.</p><p><br></p><p>This is a highly visible role offering broad exposure across project accounting, financial reporting, technical accounting, process improvement, and team leadership. Reporting directly to the Head of Finance, you'll play a key role in building scalable accounting processes to support continued growth.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><em>Financial Reporting & Accounting Leadership</em></p><ul><li>Lead the monthly, quarterly, and annual close processes across multiple entities.</li><li>Oversee accounting for project entities, development costs, fixed assets, financing arrangements, leases, and other complex transactions.</li><li>Review journal entries, reconciliations, and supporting schedules to ensure accuracy and compliance.</li><li>Manage intercompany accounting, consolidations, and statutory reporting requirements.</li><li>Prepare and review financial reporting packages for leadership and global stakeholders.</li><li>Maintain and strengthen internal controls, accounting policies, and financial processes.</li><li>Drive continuous improvement initiatives across accounting operations and reporting.</li></ul><p><em>Team Leadership & Cross-Functional Support</em></p><ul><li>Manage and mentor a team of accounting professionals and outsourced service providers.</li><li>Partner closely with finance leadership on strategic initiatives, systems enhancements, and operational improvements.</li><li>Coordinate annual audits and serve as a primary point of contact for external auditors.</li><li>Support system implementations, upgrades, and process automation efforts.</li></ul><p><em>Tax & Compliance</em></p><ul><li>Collaborate with external tax advisors on federal, state, and local tax filings.</li><li>Ensure timely and accurate reporting in compliance with applicable accounting standards and regulatory requirements.</li><li>Support tax audits and other compliance-related inquiries.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul><p> </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Wealth Management Firm | Mill Valley | Hybrid</strong></p><p> </p><p>Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.</p><p> </p><p>This is a rare opportunity to <strong>launch and lead a new tax practice</strong> within an established platform. As the <strong>founding tax hire</strong>, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys <strong>advising clients, signing returns, building processes, and creating something from the ground up</strong> while serving a sophisticated UHNW client base.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on <strong>QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</strong></li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance <strong>technology, automation, and AI-enabled workflows</strong></li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Chief Financial Officer to join a senior care and senior living organization in Gerry, New York on a Contract basis. This role will provide high-level financial leadership while offering hands-on guidance to strengthen the current finance function and support day-to-day operations as needed. The ideal candidate will bring a practical approach to financial oversight, help evaluate the department’s structure, and partner closely with leadership to shape a stable path forward.<br><br>Responsibilities:<br>• Provide interim financial leadership for the organization, supporting executive decision-making with clear analysis and sound recommendations.<br>• Assess the current finance team structure, identify operational gaps, and propose improvements that align with the organization’s needs.<br>• Mentor and support finance staff, including less experienced leadership within the department, to improve processes and strengthen overall performance.<br>• Oversee financial reporting activities to ensure accurate, timely visibility into organizational performance and fiscal health.<br>• Review cash flow trends, capital usage, and other key financial indicators to help maintain stability across multiple care facilities.<br>• Contribute directly to accounting operations when necessary, including month-end close activities and resolution of complex financial issues.<br>• Partner with internal stakeholders to improve finance-related workflows, systems usage, and reporting consistency.<br>• Advise leadership on financial controls, budgeting priorities, and longer-term planning considerations for a focused, locally operating organization.
We are looking for an experienced finance leader to guide enterprise financial planning and deliver insight that supports strategic decision-making across the organization. This position will play a central role in shaping budgets, forecasts, and long-term plans while partnering with senior leaders to improve business performance. Based in Charlotte, North Carolina, this opportunity is ideal for someone who brings strong analytical depth, executive presence, and expertise within the insurance industry.<br><br>Responsibilities:<br>• Direct company-wide planning cycles, including annual budgets, rolling forecasts, and longer-term financial outlooks, to support business priorities and growth objectives.<br>• Advise executive leadership by turning financial results, market activity, and operational trends into clear recommendations for action.<br>• Oversee the review and consolidation of financial performance, tracking outcomes against targets and highlighting key risks and opportunities.<br>• Lead development of sophisticated financial models and scenario analyses to evaluate strategic initiatives, investments, and changing business conditions.<br>• Partner with underwriting, operations, and other cross-functional leaders to provide financial guidance on major decisions and performance improvement efforts.<br>• Establish and enhance reporting standards, governance practices, and planning frameworks that support accuracy, consistency, and compliance.<br>• Build, coach, and develop a high-performing FP&A team while encouraging accountability, collaboration, and continuous improvement.<br>• Support cash flow forecasting, month-end financial analysis, and management reporting to strengthen visibility into business performance.<br>• Utilize planning and reporting tools, including Adaptive Planning and Workday Adaptive Planning, to improve forecasting quality and reporting effectiveness.
<p>The ERP Business Analyst serves as the primary liaison between business stakeholders and ERP delivery teams, specializing in a specific functional area of the business (e.g. Accounting & Finance, Supply Chain, Manufacturing, etc). This role bridges business needs and ERP system capabilities, translating complex requirements into scalable, value driven solutions. The analyst plays a key role in Company's SAP S4Hana implementations, enhancements, and ongoing optimization, ensuring alignment with business processes, enterprise standards, and strategic objectives.</p><p><br></p><p>Business Analysis & Process Design</p><p>• Partner with business leaders, business process leads and subject matter experts within the assigned domain to understand solution objectives, challenges, and regulatory/operational constraints.</p><p>• Elicit, analyze and document business requirements using interviews, workshops, and process reviews.</p><p>• Develop current state and future state, user stories, process maps, functional requirements, and business rules.</p><p>• Identify opportunities to standardize, streamline, and optimize business processes / workflows using ERP best practices in a regulated manufacturing environment.</p><p><br></p><p>ERP & SAP Functional Expertise</p><p>• Serve as the ERP functional expert for the assigned business domain, with strong working knowledge of SAP solutions relevant to that area.</p><p>• Translate business requirements into detailed functional specifications for SAP configuration, enhancements, and integrations.</p><p>• Collaborate with SAP configuration, development, integration, OCM and data teams to design end to end solutions.</p><p>• Advise stakeholders on SAP capabilities, limitations, design alternatives, and impacts to upstream, downstream and cross stream processes.</p><p><br></p><p>Project Delivery & Implementation Support</p><p>• Serve as a functional advisor on designs for Company's initial SAP S4H implementation.</p><p>• Support ERP initiatives across the full lifecycle: planning, design, build, test, training and deployment.</p><p>• Lead or support system integration testing (SIT) and user acceptance testing (UAT), including test case development, execution, and defect resolution.</p>
<p>We are looking for a Senior Financial Analyst to join our finance team in Brookfield, Wisconsin. In this role, you will serve as a key partner to business leaders by translating financial data into practical insights that support planning, performance management, and strategic decision-making. You will help strengthen forecasting, reporting, and analytical processes while contributing to a collaborative, improvement-focused environment.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain revenue, sales, and backlog forecast models, and support the annual budget planning process with accurate and timely analysis.</p><p>• Create monthly reporting packages, financial narratives, and presentation materials for senior leadership and board-level reviews.</p><p>• Evaluate publication-level profitability, cost behavior, and margin performance to identify trends and recommend actions that improve results.</p><p>• Analyze sales activity, including renewals, cancellations, collections, and publisher performance metrics such as retention and churn.</p><p>• Assess progress against value creation initiatives, measure savings opportunities, and manage financial analysis related to incentive compensation programs.</p><p>• Build and refine automated Excel-based tools, collaborate with data partners to improve reporting workflows, and assist with Sage Intacct reporting and month-end close activities.</p><p>• Partner with cross-functional teams to explain financial results, highlight risks and opportunities, and support informed business decisions.</p>
Our client, an established organization, is seeking an experienced FP&A detail oriented with strong Adaptive Planning experience to assess, stabilize, and optimize a recently implemented Adaptive Planning environment. The organization implemented Adaptive Planning earlier this year, but the system is not functioning as intended and requires a hands-on expert to evaluate the current state, partner with the implementation vendor, and ensure proper integration with the organization's ERP system. This consultant will serve as both a strategic FP&A leader and systems owner, establishing a scalable budgeting and forecasting process . The ideal candidate combines deep Adaptive Planning expertise with strong nonprofit finance experience, financial modeling capabilities, and a collaborative leadership style. <br> Key Responsibilities Evaluate the current Workday Adaptive Planning implementation and identify gaps, configuration issues, and process deficiencies. Partner directly with the external implementation vendor to understand what was completed, what remains unresolved, and develop a remediation plan. Ensure accurate mapping and integration between Workday Adaptive Planning and the ERP system. Act as the primary systems owner for Adaptive Planning, holding vendors accountable to milestones, deliverables, and implementation objectives. Design and build a sustainable monthly and quarterly forecasting process from the ground up. Develop financial models, scenario analyses, and forecasting tools to support organizational decision-making. Partner with executive leadership to improve visibility into organizational performance and future financial outcomes. Incorporate nonprofit-specific revenue drivers, including grants, contracts, and accounts receivable, into budgeting and forecasting processes. Document processes, best practices, and governance procedures to ensure long-term success of the platform. Coach and develop the FP&A Analyst, providing training and guidance on Adaptive Planning functionality and financial planning best practices. Serve as a steadying presence for the finance team during a period of organizational change and transformation.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment firm </strong>focused on the venture and growth equity ecosystem. The firm offers a collaborative, entrepreneurial environment and the opportunity to work with sophisticated institutional funds during an exciting stage of growth.</p><p><br></p><p>This is a <strong>high-exposure role</strong> spanning <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, analysis, and oversight</strong> rather than day-to-day fund administration. You'll work closely with a lean finance team, gain exposure to complex investment vehicles, and help drive process improvements as the platform continues to scale. Strong bonus potential, excellent benefits, and long-term career growth.</p><p><br></p><p>Responsibilities</p><ul><li>Review <strong>fund accounting, NAVs, capital activity, and financial reporting</strong> prepared by third-party administrators</li><li>Oversee fund administrators and resolve accounting and reporting matters</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Support audits, tax processes, and external service providers</li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and control enhancements</strong></li><li>Partner with teams across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a growing organization to identify a <strong>Senior Financial Analyst</strong> who will play a key role in financial planning, forecasting, reporting, and business performance analysis. This is an exciting opportunity to move beyond traditional financial reporting and serve as a strategic business partner, providing financial insights, identifying opportunities, and helping drive business results.</p><p><br></p><p>Working closely with Finance leadership and operational teams, you will have significant visibility across the organization while contributing to strategic financial initiatives and continuous improvement.</p><p><br></p><p>For confidential consideration and additional information please contact Kevin Sweet at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Planning & Forecasting:</strong> Lead budgets, forecasts, financial guidance, and business case development aligned with operational and strategic objectives.</li><li><strong>Financial Reporting & Analysis:</strong> Oversee monthly financial reporting, variance analysis, KPI tracking, and performance measurement while identifying trends, risks, and opportunities.</li><li><strong>Strategic Business Partnership:</strong> Partner with business leaders to provide financial insight and recommendations on cost performance, capital investments, pricing, and contract negotiations.</li><li><strong>Financial Modeling:</strong> Develop and enhance financial models, forecasting tools, and reporting processes to improve visibility and decision-making.</li><li><strong>Corporate Reporting:</strong> Support monthly and quarterly reporting, providing meaningful financial analysis and commentary while ensuring alignment with corporate reporting standards.</li><li><strong>Process Improvement:</strong> Identify opportunities to streamline reporting, improve data quality, automate processes, and enhance financial planning capabilities.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>High-visibility position partnering directly with Finance and operational leadership.</li><li>Opportunity to influence business strategy and financial performance.</li><li>Exposure to international finance operations and corporate-level reporting.</li><li>Ability to develop financial models and improve reporting processes.</li><li>An opportunity to make a meaningful impact within a growing organization.</li></ul><p><br></p>
<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
We are looking for an Account Manager to support business clients and strengthen customer partnerships in Miami, Florida. This role focuses on managing incoming sales opportunities, guiding clients through solutions that meet their needs, and helping drive revenue growth through consistent relationship management. The ideal candidate brings a strong background in B2B sales, communicates confidently, and excels in an inside sales environment.<br><br>Responsibilities:<br>• Manage a portfolio of business accounts and serve as a primary point of contact for client needs and ongoing support.<br>• Respond to inbound inquiries promptly, identify customer objectives, and recommend appropriate products or services.<br>• Build and maintain lasting relationships with clients to encourage retention, satisfaction, and expanded business opportunities.<br>• Conduct inside sales activities that move prospects and existing customers through the sales process efficiently.<br>• Collaborate with internal teams to ensure client expectations are met and service delivery remains consistent.<br>• Track account activity, sales progress, and customer interactions to maintain accurate records and support forecasting.<br>• Identify opportunities to grow revenue within existing accounts through cross-selling, upselling, and solution-based selling.
<p>We are looking for an Account Manager to support client relationships and sales activity for a Long-term Contract opportunity. This fully onsite role offers a dynamic workday that may include customer presentations, follow-up conversations, and ongoing account support. The ideal candidate brings strong communication, sound judgment, and the ability to manage changing priorities while delivering a high level of service. Experience in client-facing sales and logistics-related environments will be especially valuable in this position.</p><p><br></p><p>Responsibilities:</p><p>• Manage a portfolio of business accounts by serving as a primary point of contact and maintaining consistent client communication.</p><p>• Develop and deliver customer presentations that highlight solutions, strengthen partnerships, and support business growth.</p><p>• Respond to inbound inquiries promptly and guide customers through available products, services, or account-related needs.</p><p>• Identify sales opportunities within existing relationships and contribute to revenue generation through consultative outreach.</p><p>• Conduct regular check-ins with clients to understand concerns, address issues, and reinforce long-term engagement.</p><p>• Coordinate with internal team members to support account activity, follow through on commitments, and ensure smooth service delivery.</p><p>• Balance multiple priorities throughout the day while adapting to changing customer demands and business needs.</p><p>• Participate in onboarding and training activities to build familiarity with company processes, tools, and client expectations.</p>
<p>We are seeking an Account Manager to build and maintain strong client relationships, support customer satisfaction, and identify opportunities to grow accounts.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as the primary point of contact for assigned client accounts</li><li>Build long-term relationships and maintain regular client communication</li><li>Understand client needs and recommend appropriate solutions</li><li>Coordinate with internal teams to ensure timely delivery of services</li><li>Monitor account performance and resolve issues proactively</li><li>Identify upsell, cross-sell, and renewal opportunities</li></ul><p><br></p>
<p>We are looking for a skilled Account Manager to join our team on a contract basis in New Jersey. In this role, you will manage client relationships, act as a liaison between the agency and clients, and oversee project execution to meet client objectives. This is an excellent opportunity for someone with experience in the medical device industry and strong organizational abilities.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for client accounts, ensuring smooth communication and satisfaction.</p><p>• Collaborate with creative and copywriting teams to align projects with client goals and expectations.</p><p>• Monitor project timelines and deliverables to ensure they meet agreed-upon standards.</p><p>• Build and maintain strong relationships with clients to foster trust and long-term partnerships.</p><p>• Utilize Basecamp and Microsoft Office to manage tasks, track progress, and organize project details.</p><p>• Handle inbound client inquiries and provide timely and effective solutions.</p><p>• Support budgeting efforts and financial tracking, with familiarity in QuickBooks being advantageous.</p><p>• Address client concerns promptly and professionally, ensuring their needs are met.</p><p>• Provide regular updates and reports to clients on project status and results.</p><p>• Work effectively within the team to uphold high standards of service and accountability.</p><p><br></p><p>02720-0013391601</p><p><br></p>
We are looking for a relationship-focused Account Manager to support donor engagement efforts for a nonprofit organization in Piedmont, South Carolina. This contract-to-permanent opportunity is ideal for someone who enjoys growing existing accounts, developing new business connections, and helping local partners run successful blood drive events. In this role, you will collaborate with internal leadership and community contacts to increase collection results, strengthen territory performance, and provide dependable support that encourages strong donor participation.<br><br>Responsibilities:<br>• Manage a designated territory by nurturing current blood drive partnerships and identifying opportunities to improve overall account performance.<br>• Develop new business relationships with organizations in the community to expand the network of blood drive hosts and increase collection volume.<br>• Work closely with blood drive coordinators to plan upcoming events, align expectations, and provide consistent guidance throughout the process.<br>• Use marketing and promotional resources effectively to help accounts attract donors and improve event participation.<br>• Monitor donor appointment activity, support scheduling efforts, and follow up proactively to help maximize turnout and results.<br>• Partner with department leadership to track collection targets, respond to inventory needs, and adjust territory plans as priorities shift.<br>• Maintain strong, attentive relationships with account contacts by delivering responsive service and ongoing communication.<br>• Coordinate internal resources efficiently to support account success and ensure each drive is set up for the best possible outcome.
<p>The ideal candidate is highly organized, an excellent communicator, and comfortable working cross-functionally with both customers and internal Operations teams. This is an excellent opportunity for someone who wants to take ownership, improve processes, and grow into potential leadership over time. Key Responsibilities: Serve as a primary point of contact for customers, managing relationships through both email and phone communication. Gather and document detailed customer requirements, including specifications such as paper type, font, color/shade, and other order details. Facilitate customer orders from initial request through completion, ensuring accuracy and timely follow-up. Translate customer requirements into clear instructions for the Operations team to ensure orders are produced correctly. Coordinate closely with Operations to resolve questions, clarify specifications, and address any issues that arise during production. Maintain accurate customer and order information within the company's existing internal order-management system. Track orders and proactively communicate with customers regarding status, questions, changes, and completion. Build and maintain strong, long-term customer relationships through responsive and detail oriented service. Identify opportunities to improve customer service, order management, and internal workflows. Make recommendations for process improvements, particularly as the company transitions from paper-based processes to more streamlined systems. Participate in the future implementation of a new CRM system, helping evaluate processes, provide feedback, and champion adoption and change across the team. Collaborate with the broader Customer Service team to ensure consistency, efficiency, and a high level of customer satisfaction. Hours: M-F – 90 days on site … then 1 day work from home at times 2 depending on week Typical is 8-4pm or 9-5pm Benefits: M/D/V Flex Spending 401K PTO</p>
We are looking for an experienced and service-driven Account Manager to lead a Contract site operations team in Boston, Massachusetts. This role combines client relationship management with daily oversight of reception, office services, mail, and document support functions. The ideal candidate brings strong leadership, sound operational judgment, and the ability to maintain a detail-oriented environment while delivering consistent service quality.<br><br>Responsibilities:<br>• Direct daily service delivery for the onsite team, ensuring smooth coordination across reception, office support, mail handling, and document services.<br>• Guide front-of-house operations to create a detail-oriented and responsive experience for clients, guests, and internal stakeholders.<br>• Supervise team members by setting expectations, providing coaching, supporting development, and addressing performance issues as needed.<br>• Build trusted partnerships with client contacts by communicating clearly, resolving concerns promptly, and maintaining a high standard of service.<br>• Oversee work allocation, staffing coverage, and scheduling to align resources with business needs and service demand.<br>• Track operational performance, identify service gaps, and implement practical improvements to strengthen consistency and efficiency.<br>• Prepare and deliver updates to client stakeholders on service results, priorities, and opportunities for operational enhancement.<br>• Support financial administration through budget awareness, invoice review, and monitoring of site-related expenses.<br>• Coordinate projects and day-to-day operational initiatives that improve workflow, service responsiveness, and team effectiveness.