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335 results for Finance Operations jobs

Financial Planning & Analysis Manager
  • Davenport, IA
  • onsite
  • Permanent / Full Time
  • 125000 - 165000 USD / Yearly
  • We are looking for an experienced Financial Planning &amp; Analysis Manager to support business performance through forward-looking analysis, thoughtful planning, and clear financial reporting. Based in Davenport, Iowa, this position plays a central role in helping leaders make informed decisions by connecting financial results with operational and commercial trends. The role also provides an opportunity to guide a small FP&amp;A team while strengthening reporting practices and planning processes in a growing agriculture-focused organization.<br><br>Responsibilities:<br>• Partner with commercial and operational leaders to convert business goals and performance drivers into practical financial guidance.<br>• Direct the annual planning cycle and maintain rolling forecasts that reflect current business conditions and priorities.<br>• Produce management reports, dashboards, and key performance indicators that give leadership timely visibility into results.<br>• Evaluate revenue, pricing, margin, and sales trends to support decision-making across the commercial function.<br>• Present financial performance, emerging risks, and growth opportunities to senior leaders in a clear and actionable manner.<br>• Review financial and operational outcomes to identify root causes, explain variances, and highlight areas for improvement.<br>• Build and oversee detailed financial models and ad hoc analyses that inform strategic initiatives and business decisions.<br>• Manage cash flow reporting and forecasting to ensure consistency between planning assumptions and actual performance.<br>• Lead, coach, and develop FP&amp;A team members while setting priorities and maintaining high-quality deliverables.
  • 2026-06-05T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Lindsay, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 120000 USD / Yearly
  • <p>Tammy Power, Recruiting Manager with Robert Half is looking for a Financial Planning &amp; Analysis Manager to join our team in Bakersfield, California. This position plays a central role in guiding budgeting, forecasting, and performance reporting while turning complex financial data into practical business recommendations. The ideal candidate will work closely with leaders across operations, commercial teams, and support functions to strengthen planning processes and improve decision-making. This is a hands-on opportunity for someone who combines analytical depth with strong business partnership skills.</p><p><br></p><p>For immediate and confidential consideration contact Tammy Power via LinkedIn.</p><p><br></p><p>Responsibilities:</p><p>• Lead core FP&amp;A activities by driving the annual budget cycle, maintaining rolling forecasts, producing monthly performance reports, and delivering timely financial analysis.</p><p>• Manage key elements of the monthly financial review process, highlighting results, explaining business drivers, and identifying emerging risks and opportunities.</p><p>• Collaborate with department and executive leaders to convert operational and commercial priorities into financial plans, scenarios, and measurable targets.</p><p>• Oversee forecast consolidation by gathering inputs from cross-functional teams, aligning planning assumptions, and developing a reliable view of future performance.</p><p>• Evaluate pricing, product mix, profitability, and investment options to support sound business decisions and improved financial outcomes.</p><p>• Support cash flow planning and working capital analysis to help inform capital deployment and liquidity management.</p><p>• Contribute to long-range planning efforts through scenario modeling and financial assessment of strategic initiatives.</p><p>• Improve planning accuracy and consistency by refining forecasting methods, strengthening assumptions, and enhancing collaboration across teams.</p><p>• Assist with upgrades to FP&amp;A reporting tools, systems, and workflow processes to build more efficient and scalable financial operations.</p><p>• Prepare concise, decision-oriented presentations and reporting materials for senior leadership discussions.</p>
  • 2026-06-05T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Honolulu, HI
  • onsite
  • Permanent / Full Time
  • 80000 - 115000 USD / Yearly
  • <p>We are looking for a Financial Planning &amp; Analysis Manager to lead and enhance financial planning processes for our organization in Honolulu, Hawaii. This role is responsible for driving strategic insights, guiding resource allocation, and supporting key decision-making through robust financial modeling and analysis. The ideal candidate will collaborate closely with cross-functional teams and executive leadership to ensure alignment with organizational priorities. To apply, please call Melissa Tree at 808.452.0254. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the annual operating and capital budget development, coordinating inputs from various departments to create a comprehensive financial plan.</p><p>• Conduct regular financial forecasting cycles, integrating actual results and scenario analysis to provide actionable insights.</p><p>• Build and maintain long-term financial models and projections to assess sustainability and resource capacity.</p><p>• Present variance analyses and performance trends to leadership, highlighting key drivers and proposing solutions.</p><p>• Provide financial advice and analysis to support strategic decisions, including feasibility assessments and due diligence.</p><p>• Collaborate with department heads to identify cost drivers and improve planning accuracy across initiatives.</p><p>• Develop dashboards and key performance indicators to enhance financial visibility and reporting for decision-makers.</p><p>• Lead process improvements in financial reporting and forecasting to boost efficiency and accuracy.</p><p>• Mentor and develop team members, fostering growth within the financial planning and analysis function.</p>
  • 2026-05-22T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Pittsburgh, PA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>We are looking for an experienced Financial Planning &amp; Analysis Manager to lead financial operations and provide insight that supports sound business decisions. This position combines hands-on ownership of core accounting activities with forward-looking planning, giving the right candidate the opportunity to influence budgeting, forecasting, and performance analysis across the organization. The role also partners closely with leadership to improve reporting quality, strengthen financial processes, and help guide strategic priorities through clear, data-driven recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Work closely with senior leaders to translate business objectives into financial plans, performance insights, and decision support.</p><p>• Direct the monthly close cycle, ensuring financial results are completed accurately, intercompany activity is aligned, and reporting deadlines are met.</p><p>• Produce monthly, quarterly, and annual financial reports that summarize consolidated performance and highlight meaningful business trends.</p><p>• Lead forecasting activities for revenue, shipments, cash collections, profit and loss, and working capital, while providing regular updates on expected results.</p><p>• Manage account reconciliation reviews at period end to maintain accurate records and support reliable financial statements.</p><p>• Oversee core finance and accounting operations, including payables, receivables, general ledger activity, and day-to-day departmental leadership.</p><p>• Drive the annual budgeting process and develop analyses that explain key drivers of profitability, growth, and operating efficiency.</p><p>• Strengthen financial controls and support finance-related initiatives involving capital spending, commercial agreements, and process improvement efforts.</p><p>• Guide and develop finance staff by setting priorities, coaching performance, and supporting ongoing training and continued growth.</p><p>• Prepare recurring management analyses on financial performance metrics and deliver actionable recommendations based on findings.</p>
  • 2026-06-04T00:00:00Z
Financial Planning &amp; Analysis Manager
  • New York, NY
  • onsite
  • Permanent / Full Time
  • 185000 - 225000 USD / Yearly
  • We are looking for a Financial Planning &amp; Analysis Manager to join our team in New York, New York. In this role, you will play a key part in analyzing investment performance, identifying growth opportunities, and contributing to the strategic direction of the company. The ideal candidate will have a strong background in financial modeling, investor reporting, and capital markets.<br><br>Responsibilities:<br>• Monitor and evaluate financial trends and industry developments to provide actionable insights to stakeholders.<br>• Design and maintain detailed financial models to analyze company performance and identify key trends.<br>• Deliver comprehensive investment performance updates and strategies to management and investors.<br>• Create impactful presentation materials and talking points to effectively communicate financial data and strategic initiatives.<br>• Collect and analyze feedback from investors to identify improvement areas and address concerns.<br>• Prepare reports on investment performance and investor sentiment for senior leadership review.<br>• Develop resources and materials to educate stakeholders on investment strategies, financial metrics, and relevant tax implications.<br>• Organize webinars, presentations, and reporting sessions to share insights and updates.<br>• Collaborate with cross-functional teams to align financial planning with organizational objectives.
  • 2026-05-28T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Emeryville, CA
  • remote
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • <p>We are looking for a skilled Financial Planning &amp; Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
  • 2026-05-29T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Waukesha, WI
  • onsite
  • Permanent / Full Time
  • 119000 - 150000 USD / Yearly
  • We are looking for a Financial Planning &amp; Analysis Manager to support strategic transactions and serve as a key finance partner for corporate development initiatives in Waukesha, Wisconsin. This role will guide financial planning, diligence, and post-close activities across acquisitions, divestitures, and investments while collaborating with accounting, treasury, tax, legal, and audit stakeholders. The ideal candidate brings strong analytical judgment, transaction experience, and the ability to coordinate complex finance workstreams in a public company environment.<br><br>Responsibilities:<br>• Serve as the central finance contact for corporate development activities, aligning deliverables across accounting, treasury, FP&amp;A, and business unit finance teams.<br>• Lead finance priorities for acquisitions, divestitures, and strategic investment projects, ensuring key milestones are supported according to transaction schedules.<br>• Evaluate deal-related accounting, financial reporting, and control considerations during diligence and transaction planning, and help resolve related issues.<br>• Work closely with treasury to assess funding strategies, liquidity needs, cash flow effects, and capital structure implications tied to transactions.<br>• Coordinate contributions from tax, legal, internal audit, and external advisory partners to help drive efficient execution and regulatory compliance.<br>• Support public company reporting and governance expectations by maintaining adherence to internal accounting policies, reporting standards, and control requirements.<br>• Oversee post-close finance activities such as inventory verification, purchase accounting updates, general ledger alignment, working capital reviews, and integration into recurring close cycles.<br>• Monitor transaction-related items including earn-outs, escrows, holdbacks, and transition service accounting, ensuring accurate tracking, reconciliation, and reporting.<br>• Partner with internal audit and finance leadership to incorporate acquired businesses into the company’s control framework and address identified control gaps.<br>• Identify opportunities to improve processes, standardize transaction support activities, and enhance financial analysis for post-transaction performance monitoring.
  • 2026-05-27T00:00:00Z
Manager of Accounting
  • Long Beach, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 126000 USD / Yearly
  • <p>Do you have a knack for establishing and regulating an organization&#39;s accounting and finance procedures? If you&#39;re a practical Accounting Manager, this might be the job for you. Consider this position if you want to feel appreciated in your day-to-day work and be rewarded for your efforts. If you can take charge of daily operations, such as preparing and/or reviewing appropriate ledger entries and reconciliations, maintaining the general ledger system, preparing monthly, quarterly and annual financial statements, assisting with regulatory reporting as applicable, and related duties, you might be right for this Accounting Manager position with a burgeoning, innovative Local Government company. Located in the Long Beach, California area, this Accounting Manager position would be on a permanent basis. Apply today with Robert Half!</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Ensure close deadlines are met by encouraging and managing the accounting team performance during the closing process</p><p><br></p><p>- Organize a variety of technical accounting analyses, procedures, and policies</p><p><br></p><p>- Possess a working knowledge of enterprise resource planning (ERP) systems</p><p><br></p><p>- Provide regular review and analysis of balance sheets and income statement accounts owned by the Senior Accountant</p><p><br></p><p>- Work closely with FP&amp;A and accounting management to create relevant and timely reports on financial data analytics like the monthly flash report, key financial metrics, and actual spend against budgets/outlook</p><p><br></p><p>- Contribute to the preparation of GAAP financial statements through data analysis, document preparation, integrity validation, and reconciliation processes</p><p><br></p><p>- Assist in the implementation of NetSuite Financials, including system and process design, data migration, testing, training, and go-forward system administration</p><p><br></p><p>For confidential consideration, please email your Robert Half recruiter. If you&#39;re not currently working with anyone at Robert Half, please click &quot;Apply&quot; or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0012837948. email resume to [email protected]</p>
  • 2026-05-13T00:00:00Z
Manager, Technical Accounting & Financial Reporting
  • Carnegie, PA
  • onsite
  • Permanent / Full Time
  • 100000 - 115000 USD / Yearly
  • We are looking for an experienced accounting leader to oversee technical accounting matters and financial reporting activities for a manufacturing organization. This role focuses on interpreting complex accounting guidance, supporting accurate and timely reporting, and partnering across the business to strengthen compliance and financial controls. The ideal candidate brings a strong command of U.S. GAAP, sound detail-oriented judgment, and the ability to manage multiple priorities in a hybrid work environment.<br><br>Responsibilities:<br>• Evaluate complex accounting matters and provide clear recommendations to support accurate application of accounting guidance.<br>• Manage the implementation of newly issued accounting standards and assess their impact on financial reporting processes.<br>• Develop well-supported accounting memoranda for significant transactions, judgments, and policy conclusions.<br>• Maintain compliance with Sarbanes-Oxley requirements by supporting internal control activities and documentation.<br>• Partner with external auditors by preparing requested analyses, responding to inquiries, and coordinating audit support materials.<br>• Perform recurring impairment assessments related to long-lived assets and goodwill in accordance with applicable accounting guidance.<br>• Review account reconciliations and journal entries to confirm completeness, accuracy, and adherence to company policy.<br>• Prepare statutory financial statements and coordinate the timely submission of required external financial filings.<br>• Examine U.S. GAAP adjustment packages for international affiliates to promote consistency and reliable consolidated reporting.<br>• Contribute to technical accounting and financial reporting improvement initiatives that enhance efficiency and strengthen processes.
  • 2026-05-15T00:00:00Z
Sr. Finance Business Partner
  • Plano, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • We are looking for a skilled Senior Finance Business Partner to join our team in Plano, Texas. This role is integral in providing strategic financial insights and driving informed decision-making across the Americas organization. The ideal candidate will bring expertise in financial analysis, modeling, and forecasting to support the achievement of business objectives and enhance operational efficiency.<br><br>Responsibilities:<br>• Lead the planning, budgeting, and forecasting processes for the Americas region to ensure alignment with organizational goals.<br>• Develop, maintain, and refine financial models to evaluate performance and support strategic initiatives.<br>• Deliver comprehensive reports and presentations that identify risks, opportunities, and key business drivers.<br>• Collaborate with business leaders to translate complex data into actionable recommendations and strategies.<br>• Conduct detailed variance analyses to monitor financial performance and identify trends.<br>• Utilize data mining techniques to extract insights and enhance financial decision-making.<br>• Support major initiatives and special analysis projects through in-depth financial evaluation.<br>• Ensure the accuracy and integrity of financial tools, reporting systems, and analytics.<br>• Act as a trusted advisor, providing guidance to leadership on financial and operational matters.<br>• Promote process improvements and lead change management efforts to optimize business processes.
  • 2026-05-29T00:00:00Z
Grant Manager
  • Los Angeles, CA
  • onsite
  • Temporary / Contract
  • 35 - 45 USD / Hourly
  • Robert Half is seeking an experienced Grant Manager to oversee the full lifecycle of grant management, from proposal development and submission to compliance and reporting. The ideal candidate will have excellent organizational and communication skills, strong attention to detail, and the ability to manage multiple projects simultaneously. If you are a results-driven detail oriented with expertise in research funding and nonprofit or organizational grant development, we encourage you to call our office 213.629.4602.   Key Responsibilities: Oversee the grant application process, including identification of funding opportunities, proposal writing, and budgeting. Ensure compliance with all grant requirements, including reporting deadlines, financial tracking, and documentation. Develop timelines, action plans, and deliverables to meet funding objectives and deadlines. Liaise with funding agencies and build strong relationships with donors and stakeholders. Conduct post-award activities, including financial reconciliation, performance measurement, and workflow optimization. Monitor trends in grant funding and maintain a calendar of grant opportunities. Collaborate with internal teams (finance, program managers, development teams) to ensure alignment with organizational goals. Provide training and support for staff regarding policies and procedures related to grants administration.  
  • 2026-06-06T00:00:00Z
Financial Advisor
  • Portsmouth, NH
  • onsite
  • Permanent / Full Time
  • 80000 - 180000 USD / Yearly
  • <p>We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients&#39; goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
  • 2026-05-20T00:00:00Z
Financial Advisor
  • Albany, NY
  • onsite
  • Permanent / Full Time
  • 60000 - 80000 USD / Yearly
  • We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals.<br><br>Responsibilities:<br>• Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning.<br>• Conduct thorough financial analyses and prepare reports, projections, and recommendations.<br>• Collaborate directly with clients to understand their financial objectives and provide personalized solutions.<br>• Create estate flowcharts and other visual aids to simplify complex financial concepts.<br>• Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance.<br>• Offer financial counseling and advice to support clients in making informed decisions.<br>• Utilize computer systems and tools to efficiently manage data and client information.<br>• Handle inside sales activities to promote financial services and expand client relationships.<br>• Provide remote assistance and virtual consultations to clients as needed.
  • 2026-05-08T00:00:00Z
Financial Advisor
  • Harrisburg, PA
  • onsite
  • Permanent / Full Time
  • 70000 - 80000 USD / Yearly
  • We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service.<br><br>Responsibilities:<br>• Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance.<br>• Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals.<br>• Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches.<br>• Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs.<br>• Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities.<br>• Expand business opportunities through prospecting, referrals, networking, and engagement within the community.<br>• Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions.<br>• Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
  • 2026-06-06T00:00:00Z
Financial Advisor
  • Moorestown, NJ
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul>
  • 2026-06-05T00:00:00Z
interim VP/Director of Finance (contract)
  • Catoosa, OK
  • onsite
  • Temporary / Contract
  • 85 - 90 USD / Hourly
  • <p>We are looking for an accomplished finance leader to guide the financial direction of our division in Catoosa, Oklahoma. This Long-term Contract position will lead core finance activities including reporting, planning, operational support, and cash flow oversight while serving as a trusted advisor to divisional leadership. The role is ideal for someone who can combine strong accounting discipline with commercial insight to improve performance, strengthen controls, and support sound business decisions.</p><p>This is a 3+ month contract position.</p><p>100% ONSITE in Tulsa, Oklahoma. Client will pay for travel and lodging in Tulsa.</p><p><br></p><p><strong><u>Interim VP/Director of Finance (contract position):</u></strong></p><p>Responsibilities:</p><p>• Direct divisional accounting operations, ensuring balance sheet integrity, reliable reconciliations, and an efficient month-end close process.</p><p>• Produce accurate financial statements and management reporting in line with established accounting policies and compliance expectations.</p><p>• Oversee percentage-of-completion revenue recognition and cost tracking so project financials are recorded correctly throughout the contract lifecycle.</p><p>• Lead the accounts payable, accounts receivable, and broader accounting teams, providing direction, accountability, and process oversight.</p><p>• Manage audit readiness and internal control activities to reduce risk, maintain compliance, and support strong governance.</p><p>• Drive the annual budget, forecasting, and longer-range planning cycles, aligning financial plans with operational and corporate objectives.</p><p>• Evaluate results against plan through variance analysis, dashboards, and performance reporting that highlight trends, risks, and improvement opportunities.</p><p>• Partner with operations, supply chain, and procurement leaders to identify savings opportunities, improve efficiency, and enhance overall profitability.</p><p>• Provide financial analysis for capital investment decisions, including business case modeling, return evaluation, and post-performance tracking.</p><p>• Review product costing, margin analysis, and project cash flow assumptions to help ensure profitable and cash-positive business execution.</p>
  • 2026-05-19T00:00:00Z
Financial Planning Lead - Wealth Management
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 250000 USD / Yearly
  • <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>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite </strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-06T00:00:00Z
AVP Finance
  • Voorhees, NJ
  • onsite
  • Permanent / Full Time
  • 90000 - 125000 USD / Yearly
  • <p>Robert Half is looking for an accomplished AVP Finance to oversee core accounting operations and guide strategic budgeting efforts for our client&#39;s organization in South Jersey. This role partners closely with executive leadership and department managers to strengthen financial planning, support sound decision-making, and maintain accurate, timely reporting. The ideal candidate brings strong technical accounting knowledge, a hands-on leadership style, and the ability to improve processes that enhance financial controls and operational efficiency.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with executive leaders and business managers to build financial forecasts, prepare program budgets, and support long-range planning initiatives.</li><li>Direct daily finance operations across accounting, accounts payable, accounts receivable, and payroll to ensure accuracy, compliance, and timely execution.</li><li>Lead the preparation of audit schedules and supporting records, working closely with external auditors to facilitate efficient and well-documented annual audits.</li><li>Coordinate the completion of annual tax filings by organizing required financial information and serving as a key liaison with audit and tax partners.</li><li>Develop operating budgets and collaborate with managers and finance staff to monitor spending in alignment with agency guidelines and cost principles.</li><li>Oversee finance-related reporting tools and software enhancements that improve workflow efficiency, and provide regular progress updates to the Chief Financial Officer.</li><li>Build and maintain cash flow forecasting models and reporting methods that safeguard minimum liquidity levels needed for ongoing operations.</li><li>Provide financial guidance on contracts and business agreements by assessing fiscal impact, risk, and alignment with organizational objectives.</li></ul>
  • 2026-05-29T00:00:00Z
Loan Administrator
  • Los Angeles, CA
  • remote
  • Temporary / Contract
  • 30 - 38 USD / Hourly
  • <p>We are looking for an experienced Loan Administrator to support a high-volume commercial lending team in Los Angeles, California. This Long-term Contract position is ideal for someone who can manage complex loan files with precision, maintain strong documentation standards, and help drive transactions through each stage of the lending process. The role requires close coordination with internal partners to keep files moving efficiently while meeting compliance expectations and closing deadlines.</p><p><br></p><p>Responsibilities:</p><p>• Oversee commercial loan files from initial intake through final closing, ensuring each stage is completed accurately and on schedule.</p><p>• Gather and evaluate borrower financial records, credit documentation, valuations, and related materials needed to advance underwriting and approval.</p><p>• Assemble comprehensive loan packages that align with lending guidelines, regulatory standards, and internal review expectations.</p><p>• Maintain precise records within the Proforma loan origination system and keep all supporting documentation organized and audit-ready.</p><p>• Partner with loan officers, underwriters, credit personnel, and closing teams to coordinate next steps and resolve processing needs.</p><p>• Monitor the active loan pipeline, follow up on outstanding items, and help remove delays that could affect turnaround times.</p><p>• Investigate inconsistencies in loan documents or financial details and take appropriate action to correct or clarify issues promptly.</p><p>• Support adherence to banking regulations, operational procedures, and policy requirements throughout the full processing cycle.</p>
  • 2026-06-04T00:00:00Z
Loan Administrator
  • Austin, TX
  • onsite
  • Temporary / Contract
  • 23.75 - 27.5 USD / Hourly
  • We are looking for a detail-oriented Loan Administrator to support mortgage-related operations for a Contract position based in Austin, Texas. This role is ideal for someone who can manage loan records accurately, communicate professionally with borrowers and internal stakeholders, and help keep documentation and servicing activities on track. The position focuses on administrative coordination, compliance-minded file management, and day-to-day support for loan processing and servicing functions.<br><br>Responsibilities:<br>• Review insurance records to confirm property coverage remains active and up to date throughout the loan lifecycle.<br>• Examine loan files and related activity to help ensure documentation and processes align with applicable standards and internal requirements.<br>• Prepare and assess loan materials, identifying when an account may require renewal, extension, or modification follow-up.<br>• Distribute payment receipts in a timely manner and maintain accurate records of outgoing correspondence.<br>• Keep loan files, funding schedules, tracking logs, and pipeline reporting organized so information is current and easy to access.<br>• Provide administrative and operational assistance to loan officers while addressing questions with professionalism and accuracy.<br>• Manage incoming department phone calls and direct requests efficiently to support smooth daily operations.
  • 2026-06-05T00:00:00Z
Loan Administrator
  • Scottsdale, AZ
  • onsite
  • Permanent / Full Time
  • 50000 - 70000 USD / Yearly
  • <p>We are looking for a meticulous and detail-oriented Loan Administrator to oversee and manage the daily operations of loan processing and administration. This role is based in Scottsdale, Arizona, and includes responsibilities such as monitoring loan collections, processing transactions, and ensuring compliance with regulatory requirements. This is a great opportunity for someone early in their career, looking to expand their knowledge and join an organization that wants to promote your growth. </p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily loan operations, including loan collections, disbursement requests, and payment processing.</p><p>• Monitor and ensure timely follow-up on past-due accounts while maintaining compliance with regulatory standards.</p><p>• Perform quality control checks on loan-related transactions, such as general ledger entries and account adjustments.</p><p>• Oversee the preparation and completion of loan disbursements and payoff processes.</p><p>• Utilize advanced Excel skills to create and manage spreadsheets, including the use of formulas.</p><p>• Ensure compliance with lending regulations, including Privacy, Regulation B, Regulation Z, and flood regulations.</p><p>• Collaborate with internal teams to identify and resolve discrepancies in loan accounts or transactions.</p><p>• Maintain detailed records and documentation for all loan-related activities.</p><p>• Provide exceptional customer service by responding promptly and professionally to inquiries.</p>
  • 2026-05-08T00:00:00Z
Global Director of FP&A
  • Bethlehem, PA
  • onsite
  • Permanent / Full Time
  • 150000 - 165000 USD / Yearly
  • <p>We are looking for a strategic finance leader to oversee global planning, performance analysis, and executive reporting for our client&#39;s operations. This role will work closely with regional finance partners and business leaders to turn complex financial data into clear recommendations that support growth, profitability, and informed decision-making. The ideal candidate brings strong modeling capability, sound business judgment, and a collaborative leadership style suited to a fast-paced international environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and consolidation of annual budgets, quarterly outlooks, and long-range financial plans across global operations.</p><p>• Partner with regional finance teams to align planning assumptions, reporting standards, and deliverable timelines across multiple geographies.</p><p>• Develop and refine financial models that evaluate business scenarios, operational performance, and strategic investment decisions.</p><p>• Deliver monthly and quarterly reporting packages that explain results, highlight variances, and communicate key business drivers to senior leadership.</p><p>• Perform targeted analyses on revenue, margins, pricing, and market trends to support executive decision-making and business priorities.</p><p>• Collaborate with finance systems and technology teams to improve planning tools, reporting capabilities, and analytics platforms.</p><p>• Create and maintain documentation for core FP&amp;A processes to improve consistency, scalability, and knowledge sharing across the organization.</p><p>• Build strong partnerships with business unit leaders and cross-functional stakeholders to support recurring planning cycles and financial reviews.</p><p>• Manage and develop an FP&amp;A analyst by setting priorities, providing coaching, and supporting ongoing growth within the team.</p>
  • 2026-06-05T00:00:00Z
Early Stage VC - Accounting & Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 170000 USD / Yearly
  • <p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with <strong>recent very successful exits</strong>.</p><p><br></p><p><strong>The Environment and culture is -</strong></p><ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit &amp; Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul><p>They will value someone who can handle:</p><ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul><p>Career upsides:</p><ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul><p><br></p>
  • 2026-06-01T00:00:00Z
Part Time VP of Finance
  • Seattle, WA
  • onsite
  • Temporary / Contract
  • 85 - 100 USD / Hourly
  • <p>We are looking for an experienced finance leader to join our client on a contract basis in Seattle, Washington. This role is suited for someone who can provide forward-thinking financial strategy, helping leadership evaluate future opportunities and build a practical path for growth. The ideal candidate will bring a corporate-level perspective, translate business goals into robust financial models, and provide clear guidance that supports long-term decision-making. This role is part time, about 20 hours/week. </p><p><br></p><p>Responsibilities:</p><p>• Build and refine financial models that evaluate business performance, growth opportunities, and long-range planning scenarios.</p><p>• Partner with executive stakeholders to understand organizational objectives and turn them into actionable financial roadmaps.</p><p>• Lead the annual budgeting process, including operating plans, budget allocations, and ongoing forecast updates.</p><p>• Oversee month-end close activities and ensure timely, accurate financial reporting for leadership review.</p><p>• Develop cash flow forecasts and planning tools that support sound operational and strategic decisions.</p><p>• Provide strategic analysis and recommendations on investments, new business initiatives, and evolving organizational priorities.</p><p>• Offer leadership to finance team members by strengthening capability, supporting development, and promoting accountability.</p><p>• Review existing financial processes and business models, identifying areas for improvement to better support scale and long-term growth.</p>
  • 2026-06-04T00:00:00Z
Dir of Finance for Non-profit (3 days remote Coral Gables)
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 140000 - 150000 USD / Yearly
  • <p>We are looking for an experienced Director of Finance to support a non-profit and recreational area for the community in Miami, Florida. This position combines technical accounting and day to day financial operations, including budgeting, monitoring of capital improvements, and grant oversight. This role is part of the C-Suite leadership and offers the opportunity to work closely with Executive and Board members, participating in the historical preservation of a South Florida landmark.</p><p> </p><p>Location: Miami near Coral Gables area 33129</p><p>Schedule: Mon-Fri; 3 days Remote (after acclimation period) / 2 in office </p><p>Hours: select 8 hr. day in business hours (flex start from 7:30am-9:00am)</p><p> </p><p>Salary: $140,000-$150,000 </p><p>Bonus: Discretionary</p><p>Benefits: generous package with % of Insurance paid for employee; holidays; vacation +sick days; retirement plan and more Perks!</p><p> </p><p>Company Overview<strong> </strong>This reputable Nonprofit organization supports the community with the historical preservation and recreational services at a landmark in Miami. Offers excellent benefits, long tenured careers, and a great culture with Hybrid schedule of 3 days Remote!</p><p> </p><p>Keys to this Role:</p><p>Bachelors of Accounting or Finance</p><p>Nonprofit or Grant Accounting</p><p>CPA Highly preferred</p><p> </p><p>Position Overview:</p><p>The ideal candidate has a background in non-profit and strong interpersonal and communication skills to effectively collaborate with inter departments in this multi-faceted role. Supervises and mentors a small team, works closely with and reports to the CFO and provides presentations to the Board.</p><ul><li>Manages day-to-day finance including review and oversight of AP, AR, allocations and chart of accounts, reconciliations, adjustment entries and other financials from various departments such as Capital improvements, Grants, Budgeting and Payroll to ensure accuracy of financial reporting</li><li>Performs bank reconciliations, financial statements preparation and month end close</li><li>Monitors expenses, ensures procurement contracts align with payments and terms</li><li>Monitors adherence from grants, in-kind and other donations</li><li>Leads business plan for raising funds and donations for capital improvements </li><li>Monthly operating budgets and forecasting</li><li>Revenue reporting for recreational areas</li><li>Oversight of Budget Analyst working with Capital Improvements for threshold monitoring of cashflow, variances and budget vs actuals</li><li>Prepares complex reporting of financial standings and outlook to the Board and Investment Committee</li><li>Prepares Fiscal Budget and Report</li><li>Ensures compliance met for misc. annual registrations</li><li>Leads annual Audits and tax filing, providing documentation to 3rd parties  </li></ul>
  • 2026-05-12T00:00:00Z
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