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366 results for Finance Operations jobs

CFO

Irvine, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a Chief Financial Officer to lead the financial strategy and operational finance capabilities of our growing clean energy and infrastructure business in Irvine, California. This executive will play a central role in shaping the company’s next stage of growth by strengthening financial planning, guiding funding initiatives, and serving as a trusted partner to senior leadership. The ideal candidate brings both strategic judgment and a practical, hands-on approach suited to a fast-moving environment. Responsibilities: • Direct the company’s finance organization, including planning, reporting, internal controls, liquidity management, and accurate close processes. • Lead fundraising efforts across equity, debt, and project-based financing, supporting the business through critical growth milestones. • Create board- and investor-ready presentations, sophisticated financial models, and long-term operating forecasts to inform key decisions. • Advise executive leadership on financial strategy, business performance, risk management, and governance priorities. • Design and implement scalable financial processes, policies, and control frameworks that support expansion. • Build, mentor, and lead a high-performing finance team capable of supporting a dynamic and evolving organization. • Partner with internal and external stakeholders to maintain strong financial relationships and support strategic initiatives. • Oversee cash planning and capital allocation decisions to ensure financial discipline across a capital-intensive business.
2026-05-12T00:00:00Z

CFO

Long Beach, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for an experienced Chief Financial Officer (CFO) to oversee financial operations and strategy for a healthcare organization in Long Beach, California. This role requires a dynamic leader who can guide a lean team while ensuring the company’s financial health and compliance. The ideal candidate will bring strong industry experience and exceptional communication skills to drive success. Responsibilities: • Direct financial strategy, planning, and forecasting to align with organizational goals. • Oversee financial reporting processes, ensuring accuracy and compliance with regulations. • Develop and manage budgets, controlling costs while identifying growth opportunities. • Lead month-end close activities and ensure timely submission of financial statements. • Collaborate with executives to provide insights into financial performance and strategy. • Build and maintain strong relationships with stakeholders, including healthcare providers and insurers. • Manage and mentor a small, hands-on team to deliver operational excellence. • Present financial data and recommendations to senior leadership and other stakeholders. • Ensure compliance with healthcare industry standards and regulatory requirements. • Analyze financial risks and opportunities, implementing solutions to safeguard the organization.
2026-04-30T00:00:00Z

CFO

Butler, PA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
We are looking for an accomplished Chief Financial Officer to lead the organization’s financial strategy and stewardship. This executive will guide budgeting, reporting, compliance, and long-range planning while serving as a trusted partner to leadership, the board, and external financial stakeholders. The ideal candidate brings deep expertise in nonprofit finance, strong command of internal controls, and the ability to translate financial data into sound business decisions. Responsibilities:• Direct the organization’s financial operations, including accounting, treasury activities, investment oversight, and the responsible use of organizational resources.• Lead the development of annual budgets, multi-year financial plans, and forecasting models to support operational goals and strategic decision-making.• Oversee preparation of accurate financial statements, monthly close activities, and core accounting functions such as payables, receivables, and general ledger management.• Establish and maintain effective internal control practices, financial policies, and procedural standards to protect assets and support regulatory compliance.• Manage audit readiness and coordinate external audits, tax-related filings, and other required financial reporting obligations.• Review contracts, funding arrangements, and cost allocation methods to ensure financial accuracy, accountability, and alignment with applicable requirements.• Monitor cash flow, liquidity, and financial performance indicators to help leadership anticipate risk and respond proactively.• Provide financial guidance to executive leadership, the board of directors, funding entities, and banking partners on fiscal strategy and organizational performance.• Supervise senior finance leaders, including the Controller and fiscal management staff, while supporting the accounting and payroll teams in meeting departmental objectives.
2026-05-01T00:00:00Z

CFO

Laurel, MD
onsite
Permanent / Full Time
225000 - 275000 USD / Yearly
Our client is seeking a dynamic CFO with strong construction industry experience to join their team just south of Columbia, MD. They are looking for a strategic leader who can oversee financial operations, provide executive‑level guidance, and drive company‑wide financial efficiency. The ideal candidate will have extensive experience in WIP accounting, job costing, and financial reporting, with the ability to clearly and effectively communicate insights to the executive team. The CFO will lead the Controller and the accounting/finance team, oversee payroll and core financial operations, and maintain strong project cost controls across the organization. This leader will work closely with operations and project management to ensure accurate project financials, protect margins, manage risk, and drive overall financial performance. Responsibilities:<ul><li>Partner with executive leadership to shape financial strategy and support key operational decisions.</li><li>Oversee all construction‑related financial functions, including WIP schedules, monthly financials, job costing, and percentage‑of‑completion revenue recognition.</li><li>Manage progress billings, change orders, subcontractor agreements, and retainage tracking to ensure accurate project financials.</li><li>Lead budgeting, forecasting, and multi‑year financial planning.</li><li>Provide timely, accurate financial reporting and clearly communicate insights to ownership and senior leadership.</li><li>Present monthly financial results to executives, effectively explaining variances and answering operational and financial questions.</li><li>Monitor project performance by partnering with project managers on labor productivity, materials, subcontractor costs, and overall job profitability.</li><li>Establish and track KPIs related to profitability, efficiency, and cash flow.</li><li>Oversee the accounting team and key functions including AP/AR, payroll, month‑end close, and financial reporting.</li><li>Improve financial processes and leverage technology to strengthen visibility and scalability.</li><li>Utilize Vista as the primary accounting system.</li></ul>
2026-05-11T00:00:00Z

CFO

Troy, MI
onsite
Permanent / Full Time
190000 - 250000 USD / Yearly
We are looking for a dynamic Chief Financial Officer (CFO) to join our team in Troy, Michigan. This role offers a unique opportunity to drive financial strategy, optimize operations, and serve as a critical partner to executive leadership in a growing, relationship-focused organization. The ideal candidate will leverage their expertise to enhance financial performance and scalability, ensuring long-term success through data-driven decision-making and disciplined execution. Responsibilities:• Act as the primary financial advisor to the executive leadership team, providing strategic insights and recommendations.• Oversee all accounting operations, ensuring accurate reporting and strong internal controls.• Lead the development and implementation of forecasting models, including budgeting and performance analytics.• Drive initiatives to improve profitability and optimize margins across the organization.• Manage liquidity and capital resources effectively, strengthening relationships with banking and financial institutions.• Modernize reporting and analytics systems using tools such as Microsoft Dynamics and Power BI.• Prepare comprehensive financial reports and presentations for the board of directors and senior stakeholders.• Collaborate with cross-functional teams to align financial strategies with organizational goals.• Enhance pricing structures and cost management practices to support sustainable growth.• Lead and mentor the finance and accounting teams to foster growth and development.For consideration on this confidential search, please call Jeff Sokolowski directly at (248)365-6131.
2026-05-01T00:00:00Z

CFO

Lancaster, PA
onsite
Permanent / Full Time
130000 - 145000 USD / Yearly
We are looking for an accomplished Chief Financial Officer to lead the organization’s financial strategy and provide executive-level guidance for our client in the Lancaster area. This role will direct accounting, planning, forecasting, liquidity, and capital management while helping the organization balance financial performance with mission-driven priorities. The CFO will partner closely with senior leadership and the board to strengthen controls, support sustainable growth, and ensure sound risk oversight across the enterprise. Responsibilities:• Provide executive leadership for the organization’s financial operations, including accounting, treasury, budgeting, forecasting, and capital planning.• Guide financial strategy by delivering analysis, projections, and recommendations that support long-term organizational goals and informed decision-making.• Direct the preparation and oversight of annual budgets, financial reports, performance indicators, and profitability reviews across business lines.• Establish and maintain effective internal controls, compliance practices, and audit readiness in alignment with regulatory, legal, and policy requirements.• Oversee risk management activities related to liquidity, investments, assets and liabilities, and overall enterprise financial health.• Lead core accounting functions such as grant accounting, revenue recognition, loan accounting, monthly close activities, and financial support for property management operations.• Partner with the board’s finance committee by helping shape meeting priorities, preparing financial materials, and contributing insight on key fiscal matters.• Manage and develop finance leadership and staff by setting objectives, monitoring performance, and ensuring training and technical guidance are delivered effectively.
2026-06-02T00:00:00Z

CFO

Syracuse, NY
onsite
Permanent / Full Time
175000 - 225000 USD / Yearly
Nick Corieri with Robert Half is looking for an accomplished Chief Financial Officer to lead financial strategy and enterprise-wide fiscal oversight for a mission-driven NFP organization based in Syracuse, New York. This executive will partner closely with senior leadership and the board to guide long-range planning, strengthen operational performance, and support sound decision-making across the organization and its affiliated entities. The ideal candidate brings deep nonprofit financial leadership experience, a strong command of compliance and reporting standards, and the ability to build efficient systems that support growth, accountability, and sustainability. Responsibilities:• Partner with executive leadership to shape financial strategy, evaluate organizational performance, and align resources with near-term priorities and long-range goals.• Direct budgeting, forecasting, and financial analysis across the organization and affiliated entities, delivering clear insights and recommendations that support informed business decisions.• Prepare and present quarterly financial updates, annual budgets, and key fiscal trends to the Board of Directors and relevant board committees.• Oversee accounting operations, ensuring accurate reporting, effective internal controls, and compliance with applicable accounting standards across consolidated and related entities.• Lead the development of financial models and performance indicators that improve planning, measure results, and strengthen overall financial health.• Monitor cash position and liquidity, review financial terms tied to grants and contracts, and manage endowment distributions in accordance with approved plans.• Guide the evaluation and implementation of financial systems, software, and process improvements that increase efficiency and strengthen operational visibility.• Manage audit activity, regulatory filings, grant compliance, indirect cost rate agreements, and other financial obligations to ensure timely and accurate adherence to requirements. Qualified candidates are encouraged to apply directly and contact Nick Corieri at Robert Half for more information.
2026-05-11T00:00:00Z

CFO

Orange, CT
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
POSITION: CFO (NON-PROFIT)LOCATION: HARTFORD, CT - HYBRID (3 Days In Office / 2 Days Remote)RECRUITER CONTACT: KELLEIGH MARQUARD - Kelleigh.Marquard@roberthalf Robert Half is partnering with a valued client, a mission-driven social services nonprofit, in search of a Chief Financial Officer (CFO). This organization has served Connecticut communities for decades and provides behavioral health, addiction recovery, and community-based programs for adults and adolescents. The CFO will join the executive team and oversee all financial operations while helping guide strategy and long-term sustainability.Reporting to the CEO, this role requires a hands-on leader who can balance strategic oversight with day-to-day execution in a collaborative environment. Key Responsibilities:Provide financial leadership for a nonprofit with approximately $20M in revenue and 200 employees. Lead all accounting and finance operations including monthly close, financial statements, budgeting, and forecasting. Prepare and present financial reporting to leadership and the Board. Oversee accounts payable, receivable, billing, and payroll. Manage cash flow, banking relationships, and internal controls. Oversee reporting for government contracts and funding sources, including state agencies. Serve as the primary contact for external auditors and manage the annual audit. Oversee self-insured benefits programs and liability insurance. Manage financial activity related to affiliated entities. Evaluate and improve financial systems, including an upcoming system conversion. Lead and mentor the finance team and partner with leadership on growth initiatives and new programs. Leadership and Culture:The ideal candidate is hands-on, collaborative, and comfortable working in a fast-paced environment. Strong analytical and communication skills are required, along with the ability to present to executive leadership and boards. The organization values a positive attitude and team-oriented mindset. Why This Opportunity Stands Out:Mission-driven organization with strong community impact. Stable and well-respected nonprofit with long tenure across leadership. Flexible hybrid schedule. Excellent benefits including no-cost medical, dental, and disability coverage, 403(b) with employer contribution and match, generous paid time off including 4 weeks vacation, holidays, sick, and personal time. If you are interested in learning more, please email your resume in confidence to Kelleigh Marquard at Kelleigh.Marquard@roberthalf com. All inquiries are confidential and resumes are not shared without your permission.
2026-05-27T00:00:00Z

CFO

Lynwood, CA
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
Chief Financial Officer (CFO) | Non-Profit | Long Beach Area, CAAre you a mission-driven finance leader ready to make a lasting impact? We’re partnering with a respected and growing non-profit organization in the Long Beach area seeking a Chief Financial Officer (CFO) to join its executive leadership team.This is a high-impact role where you’ll shape financial strategy, strengthen operations, and help drive sustainable growth while supporting a meaningful mission. You’ll work closely with senior leadership to optimize performance, ensure compliance, and position the organization for long-term success.What You’ll Do:<ul><li>Provide executive leadership across finance, including General Accounting and Revenue Cycle functions</li><li>Build, mentor, and lead high-performing teams aligned with organizational values and goals</li><li>Oversee the preparation and presentation of financial statements, ensuring accuracy and compliance</li><li>Manage general ledger activities, including reconciliations and balance sheet integrity</li><li>Deliver monthly financial insights and recommendations to improve performance and internal controls</li><li>Partner with leadership to develop annual budgets, forecasts, and long-term strategic plans</li><li>Lead the audit process and ensure timely completion of audited financial statements</li><li>Develop and refine financial models to support key strategic decisions</li><li>Monitor KPIs and financial metrics, providing actionable insights to leadership and the board</li><li>Cultivate strong relationships with internal and external stakeholders, including auditors and partners</li></ul>What We’re Looking For:<ul><li>Proven CFO or senior finance leadership experience, ideally within the non-profit sector</li><li>Strong background in financial reporting, compliance, and operational finance</li><li>Experience overseeing revenue cycle and multi-functional accounting teams</li><li>Strategic thinker with the ability to influence executive decision-making</li><li>Collaborative leadership style with strong communication and stakeholder management skills</li></ul>Why Join?<ul><li>Opportunity to play a key leadership role in a mission-driven organization</li><li>High visibility with executive team and board-level impact</li><li>Ability to shape financial strategy and drive meaningful organizational outcomes</li><li>Collaborative culture with a strong sense of purpose</li></ul>If you’re looking for a CFO role where your leadership directly impacts both financial performance and community outcomes, this is a unique opportunity to step in and lead. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number00460-0013412374 email resume to [email protected]
2026-05-13T00:00:00Z

CFO

Meridian, ID
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Lana Funkhouser with Robert Half is looking for an experienced Chief Financial Officer to lead the financial strategy and accounting operations for a growing organization. This role is suited for a hands-on finance leader who can translate project and company performance into clear recommendations for executive decision-making. The CFO will guide planning, profitability analysis, and cash management while strengthening financial discipline across the business. This is a great opportunity for a Senior Controller who would like to elevate into a CFO role! Responsibilities:• Direct the company’s budgeting cycle, financial forecasting activities, and long-range planning efforts to support business goals.• Evaluate earnings, gross margin, and operating results, then present meaningful insights that help leadership improve performance.• Oversee project-based accounting activities, including cost tracking, work-in-progress reporting, and percentage-of-completion revenue recognition.• Review contract and project results to identify trends in backlog, margin movement, and overall financial health.• Monitor liquidity through detailed cash flow planning and active management of working capital needs.• Serve as the primary financial contact for lenders and maintain productive partnerships with banking institutions.• Lead, coach, and develop a small accounting team while fostering accountability and career growth.• Stay involved in day-to-day accounting matters when needed to ensure accuracy, timeliness, and continuity of operations.• Support ownership-related financial reporting and help reinforce a culture of employee ownership across the organization.• Improve financial workflows, internal controls, and supporting systems to increase efficiency and reporting quality. Please reach out to Lana Funkhouser with Robert Half to review this position. Job Order: 03590-0013435993
2026-06-02T00:00:00Z

CFO

Metairie, LA
onsite
Permanent / Full Time
180000 - 230000 USD / Yearly
We are looking for an experienced Chief Financial Officer (CFO) to lead the financial strategy and operations of our client's organization in Metairie, Louisiana. This role requires a dynamic leader with expertise in accounting, financial management, and strategic oversight across multiple business entities. The ideal candidate will possess a strong ability to manage complex financial processes while providing valuable insights to drive business growth. Responsibilities:• Manage accounting functions and oversee controllers for various business entities, including dealerships and property holdings.• Ensure the accurate and timely preparation of monthly and annual financial statements.• Monitor cash flow, intercompany transactions, and bank balances to maintain financial stability.• Collaborate with external CPAs to ensure compliance with tax regulations and timely filing of corporate, partnership, and property-related tax returns.• Review and manage contracts such as property leases, vendor agreements, and loan documents, identifying potential financial or legal risks.• Administer insurance policies, including property, liability, and auto coverage, while handling renewals and claims.• Oversee real estate operations, including income tracking, property tax management, and capital improvements.• Provide strategic financial analysis to support decision-making related to business expansions, acquisitions, and other opportunities.• Lead and develop accounting and administrative teams, fostering a culture of accountability and precision.• Optimize internal processes and reporting systems to enhance efficiency and accuracy.
2026-05-26T00:00:00Z

CFO

Medford, OR
onsite
Permanent / Full Time
150000 - 230000 USD / Yearly
Kristin Wasson is looking for a strategic Chief Financial Officer to join a mission-driven healthcare organization near Central Point, Oregon. This executive leader will shape financial direction, strengthen organizational performance, and provide clear guidance that supports thoughtful decision-making across a growing multi-site care network. The role offers the chance to influence long-term sustainability while partnering closely with senior leadership to build a strong, accountable, and highly credible finance function. Responsibilities:• Direct the organization’s financial strategy and align fiscal planning with operational goals, growth priorities, and long-term sustainability efforts.• Partner with executive leaders to provide accurate analysis, forward-looking insights, and practical recommendations that support major business decisions.• Oversee core financial areas, including accounting, budgeting, forecasting, reporting, and cash management, to ensure strong stewardship of organizational resources.• Strengthen collaboration among finance, accounting, revenue cycle, and operational teams to improve performance, transparency, and shared accountability.• Lead the preparation of annual financial reports and present key findings, trends, and risks to executive stakeholders and board leadership as needed.• Advance a disciplined, data-informed financial culture by establishing effective controls, performance measures, and consistent review processes.• Guide the ongoing development of financial infrastructure, policies, and systems that support a growing healthcare organization with multiple service locations.• Build trust across the organization by developing a responsive, dependable finance function that is viewed as a valued partner to clinical and administrative leaders. If you're interested in applying to this role, please contact Kristin Wasson directly at 541.897.8216 or apply online.
2026-06-02T00:00:00Z

CFO

Salinas, CA
onsite
Permanent / Full Time
240000 - 295000 USD / Yearly
We are looking for an accomplished Chief Financial Officer to provide both executive-level direction and active day-to-day leadership for the finance function in Salinas, California. This position calls for a hands-on leader who can shape long-range financial strategy, strengthen operational performance, and support sound decision-making across a complex, mission-focused organization. The ideal candidate brings experience in healthcare, nonprofit, or similarly purpose-driven settings and is comfortable leading sizable budgets, developing teams, and maintaining financial stability during a period of immediate organizational need. Responsibilities:• Direct the full scope of financial operations, ensuring accurate reporting, effective controls, and dependable support for organizational leadership.• Partner with executive stakeholders to develop financial plans, guide budgeting priorities, and align fiscal strategy with organizational goals.• Evaluate financial performance through analysis, forecasting, and scenario planning to identify risks, opportunities, and operational improvements.• Lead, mentor, and develop a finance team of approximately 10 direct reports, with close oversight of the Controller function.• Maintain strong day-to-day finance management while contributing to high-level executive decisions and long-term business planning.• Support the organization through urgent leadership needs by providing stability, accountability, and continuity across financial activities.• Oversee complex budgeting environments, including funding structures common to healthcare, nonprofit, or other mission-driven organizations.• Contribute to finance systems improvement efforts, including potential platform implementation or transition initiatives, and help optimize related processes. Posted by Recruiting Director Scott Moore
2026-05-12T00:00:00Z

CFO

Chico, CA
onsite
Temporary / Contract
75 - 95 USD / Hourly
We are looking for an accomplished Interim CFO to provide senior-level financial leadership for a contract engagement in Chico, California. This position will partner with executive stakeholders to guide fiscal strategy, improve financial visibility, and support informed business decisions. The role calls for a hands-on leader who can oversee core accounting operations while strengthening controls, planning processes, and team effectiveness. Responsibilities: • Advise executive leadership on financial strategy, resource allocation, and business decisions that align with organizational goals. • Oversee the preparation of financial statements, internal reports, and budget materials, ensuring accuracy, clarity, and timely completion. • Drive the annual budgeting process and longer-term forecasting efforts, using financial trends and variance analysis to recommend adjustments. • Manage cash flow planning, debt oversight, and broader financial modeling to support stability and responsible growth. • Coordinate audits, tax-related activities, regulatory compliance, insurance administration, and internal control oversight. • Lead day-to-day accounting and finance operations, including accounts payable, accounts receivable, procurement coordination, and month-end close. • Develop and monitor key financial and operational metrics to identify opportunities for process improvement and stronger performance. • Mentor and lead the finance team, building accountability, collaboration, and career growth across the function.
2026-05-20T00:00:00Z

Management Accountant

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is in search for a Management Accountant. Responsibilities<ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul>
2026-05-29T00:00:00Z

Financial Planner

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

Financial Planner

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

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-05-27T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a detail-oriented Business Analyst to support operational teams within a financial services environment in Carpinteria, California. This role contributes to day-to-day business analysis activities while also taking ownership of intermediate-level projects, operational reviews, and cross-functional coordination efforts. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to identify process improvements that strengthen accuracy, efficiency, and service quality. Responsibilities: • Provide flexible support across operations teams by assisting high-volume work areas and adapting to shifting departmental priorities. • Manage business analysis assignments that include quality control reviews, audit support activities, and special projects tied to operational performance. • Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activities, and support system testing efforts. • Investigate recurring processing issues or workflow disruptions, assess root causes, and present practical recommendations to leadership. • Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through. • Review existing procedures with managers to uncover inefficiencies, strengthen controls, and suggest process enhancements. • Track operational patterns and performance trends to help identify training opportunities and support continuous improvement initiatives. • Maintain readiness to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-05-29T00:00:00Z

Accounting and Financial Reporting Manager

Wayne, PA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Successful, global organization is looking to staff a full-time Accounting and Financial Reporting Manager with proven experience generating financial reporting packages and conducting technical accounting research. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, fixed asset management, balance sheet management, coordinate statement of cash flows, research and implement new accounting standards and technical accounting guidance. This Accounting and Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects
2026-05-07T00:00:00Z

Grants Accountant

Los Angeles, CA
onsite
Temporary / Contract
40.21 - 48.19 USD / Hourly
We are seeking a detail-oriented and analytical Grant Accountant with at least 4 years of accounting experience to oversee the financial administration of grants and ensure compliance with funding requirements. This role is responsible for managing grant accounting activities from budgeting and reporting to reconciliation and audit support. The ideal candidate will have strong organizational skills, experience working with restricted funds, and the ability to collaborate effectively across departments.Key Responsibilities<ul><li>Manage the full lifecycle of grant accounting, including budgeting, expense tracking, reporting, and reconciliations</li><li>Monitor grant expenditures to ensure compliance with donor, federal, state, and organizational guidelines</li><li>Prepare accurate and timely financial reports for funders, leadership, and external auditors</li><li>Reconcile grant-related accounts and research discrepancies to ensure financial accuracy</li><li>Support month-end and year-end close processes related to grant activity and restricted funds</li><li>Maintain organized documentation for audits, grant reviews, and compliance reporting</li><li>Partner with program managers and finance teams to track grant spending against approved budgets</li><li>Assist with indirect cost allocations, revenue recognition, and restricted fund accounting</li><li>Prepare and process grant billings, drawdowns, and revenue postings in a timely manner</li><li>Help improve grant accounting processes and maintain strong internal controls</li></ul>
2026-05-18T00:00:00Z

Financial Crime Analyst

Minneapolis, MN
onsite
Temporary / Contract
34 - 36 USD / Hourly
We are looking for a Financial Crime Analyst to support a contract opportunity within the investment advisory sector in Minneapolis, Minnesota. This role focuses on protecting client and company assets by examining suspicious transactions, assessing potential financial crime exposure, and helping address fraud and anti-money laundering concerns. The position is well suited for a detail-oriented investigator who can balance analytical work, regulatory awareness, and clear communication while handling sensitive matters. Responsibilities:• Lead and support investigations involving suspicious financial activity, fraud concerns, anti-money laundering alerts, and other sensitive compliance-related matters.• Review account behavior and transaction patterns to identify possible fraud, account takeover activity, theft, or violations of internal policy and regulatory expectations.• Gather, organize, and track evidence from internal and external sources to support case development, risk evaluation, and recommended next steps.• Prepare thorough investigative summaries and written documentation that support case conclusions and Suspicious Activity Report decisioning.• Perform data mining and targeted analysis across available systems to locate supporting records, uncover trends, and highlight potential control gaps.• Partner with clients and cross-functional teams to address escalated or high-visibility investigations with accuracy and professionalism.• Monitor for red flags tied to controlled addresses, suspicious accounts, and other indicators requiring action under applicable AML and fraud regulations.• Help business teams assess emerging issues, strengthen procedures, and reduce exposure to financial, regulatory, and reputational risk.• Contribute subject matter expertise to projects and assist in developing, refining, and implementing investigation-related processes and controls.• Stay informed on current fraud, compliance, and AML practices, along with relevant laws, regulations, products, and industry developments.
2026-06-03T00:00:00Z

Senior Manager, Program Finance (Government)

Hartford, CT
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Job Title: Senior Manager, Program Finance - GovernmentLocation: Hartford, CT (On-site, 5 days/week)Position Type: Full-Time / PermanentRecruiter Contact: Abby Harpp – abby.harpp@roberthalfJob Reference: AH0013432059 Our client, a growing and well-positioned organization, is seeking a Senior Manager, Program Finance - Government to take ownership of pricing strategy and program financial performance across complex government programs. This is a high-impact, highly visible role with direct access to executive leadership and real influence on how the business prices, competes, and wins. This opportunity is ideal for someone who wants to move beyond execution into true strategic ownership— balancing pricing, risk, and profitability while shaping decisions that directly impact growth and long-term success. Key Responsibilities:<ul><li>Collaborate cross-functionally with Finance, Contracts, Legal, Engineering, and Program Management</li><li>Build, lead, and develop a high-performing pricing and compliance team</li><li>Lead government pricing strategy across cost-type, fixed-price, and incentive contracts</li><li>Own proposal pricing, cost models, and financial analysis for bids and recompetes</li><li>Develop and manage indirect rate structures and forward pricing models</li><li>Partner with leadership on bid/no-bid decisions and overall win strategy</li><li>Lead or support government pricing negotiations and audit interactions</li><li>Ensure compliance with FAR, DFARS, CAS, and TINA requirements</li><li>Serve as key interface with DCAA and DCMA on pricing and cost matters</li><li>Analyze program financials to assess cost competitiveness, margin risk, and assumptions</li><li>Enhance pricing models, tools, and processes to improve decision-making</li><li>Provide executive-level insight into pricing strategy, financial risk, and contract structures</li></ul>
2026-05-05T00:00:00Z

Director of Financial Planning & Analysis

Akron, OH
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a strategic finance leader to guide enterprise planning activities and strengthen decision-making across the organization in Wadsworth, Ohio. This role will shape forecasting, budgeting, and long-range planning while delivering meaningful insight into manufacturing and business performance. The ideal candidate brings strong analytical judgment, a collaborative leadership style, and the ability to turn complex financial data into practical recommendations for senior leadership. Responsibilities: • Direct the company’s budgeting cycle, recurring forecast updates, and annual operating plan to ensure accurate and timely financial guidance. • Develop and enhance executive reporting and performance dashboards that highlight key manufacturing metrics such as profitability, inventory efficiency, labor performance, and overhead trends. • Work closely with leaders in Operations, Supply Chain, and Sales to evaluate cost behavior, production capacity, pricing dynamics, and product mix to improve financial results. • Lead detailed variance reviews to identify performance gaps, explain underlying drivers, and recommend corrective actions across plant and business operations. • Provide financial insight on capital spending priorities, working capital management, and operational improvement opportunities. • Build scenario analyses and forward-looking models that support strategic planning, growth initiatives, investment decisions, and potential acquisitions. • Deliver clear financial narratives and recommendations to executive leadership to support business decisions and resource allocation. • Strengthen planning and analysis processes, tools, and reporting methods to improve visibility, consistency, and decision support across the organization.
2026-04-30T00:00:00Z

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