<p>We are looking for a Financial Planning & 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>
<p>We are looking for an experienced Financial Planning & 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>
We are looking for a Financial Planning & 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.
<p>We are looking for a skilled Financial Planning & 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>
We are looking for a strategic and hands-on Financial Planning & Analysis Manager to support a fast-growing organization with multiple operating businesses in Chicago, Illinois. This role works closely with senior leaders to strengthen financial visibility, guide planning decisions, and uncover opportunities that improve performance. The ideal candidate brings strong analytical judgment, advanced modeling skills, and the ability to turn complex financial information into clear business recommendations.<br><br>Responsibilities:<br>• Direct company-wide planning activities, including annual budgets, periodic forecasts, and longer-term financial outlooks across several business areas.<br>• Build and refine financial models that support scenario planning, operating decisions, cash management, and growth strategy evaluation.<br>• Manage rolling cash projections and liquidity analysis to help leadership monitor working capital needs and capital allocation priorities.<br>• Analyze revenue, margins, and overall business performance to identify trends, risks, and opportunities for improved profitability.<br>• Collaborate with operational and executive stakeholders to define meaningful performance indicators and track results against business objectives.<br>• Prepare clear and decision-ready reporting materials for executives, lenders, investors, and board-level audiences.<br>• Contribute financial leadership to strategic efforts such as acquisitions, business expansion, investment planning, and pricing evaluation.<br>• Support transaction-related work by assisting with due diligence, valuation assessment, deal modeling, and post-close performance review.<br>• Recommend and implement enhancements to forecasting methods, reporting quality, and finance processes to improve accuracy and efficiency.
We are looking for a Financial Planning & 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&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.
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.
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.
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.
<p><em>The salary range for this role is $145,000 - $155,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support the Director in creation and ongoing maintenance of the Company’s accounting and financial reporting policies and procedures in accordance with U.S. GAAP. Work closely with business unit and corporate departments to ensure accounting policies are effective.</li><li>Support the policy team in technical accounting research and accounting memo authorship on various business matters including the preparation of technical accounting positions and interpretation of accounting policies for proposed transactions, strategic initiatives and complex accounting inquiries; Develop strong relationships with key stakeholders to understand specific facts and circumstances in determining the most appropriate accounting treatment.</li><li>Support Accounting and Financial Reporting functions, ensuring the financial statements and disclosures are in conformity with U.S. GAAP.</li><li>Contribute to the proactive monitoring and interpretation of new and proposed accounting standards, financial reporting and regulatory requirements to determine impact to the Company and aid in implementation efforts for relevant changes affecting the organization. Update Company policies, procedures as required, and participate in preparation and delivery of training materials as necessary.</li><li>Perform annual and interim impairment assessments on various company asset groups and investments.</li><li>Special projects as assigned by the Controller or Director related to accounting and financial reporting matters.</li><li>Assist with Monthly Accounting and Reporting related to our Engine Leasing Segment as needed, including:</li><li>review of entries and reconciliations</li><li>compilation of the monthly reporting package</li><li>preparation of the statement of cash flows</li><li>preparation of key performance highlights</li><li>Provide technical accounting guidance to the company's businesses and other corporate departments related to individual transactions and provide appropriate accounting treatment. Document positions as appropriate.</li><li>Monitor changes to U.S. GAAP and advise Company on potential impacts.</li><li>Establish, implement and maintain accounting policies/procedures in accordance with GAAP, SEC rules and other authoritative guidance. Modify and update policies and procedures as required.</li><li>Provide training to the the company's accounting organization as required to effectively implement accounting policies and procedures.</li><li>Act as liaison between Controller’s Department and business groups as it relates to accounting for transactions and accounting policy matters.</li><li>Collaborate with Financial Reporting in connection with accounting policies and related disclosures and footnotes as reported in the Company’s financial statements and SEC filings; assist with external audits as needed.</li></ul><p><br></p>
<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' 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>
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.
<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>
<p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Mateo</strong></p><p> </p><p>Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client.</p><p> </p><p>This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a Senior Manager, FP&A to lead forecasting, planning, and performance analysis for a growing company in Overland Park, Kansas. This role works closely with commercial and operational leaders to translate financial data into practical recommendations that support growth, improve visibility, and strengthen decision-making. The ideal candidate brings strong analytical depth, sound business judgment, and the ability to influence stakeholders in a fast-changing environment. If you or someone you know come from a manufacturing industry or adjacent with strong FP&A experience, please contact Melissa Valenzuela at 816-601-1192 for more details!</p><p><br></p><p>Responsibilities:</p><p>• Direct weekly sales updates, monthly outlook cycles, and annual planning activities while enhancing consistency, speed, and forecast reliability through better tools and methods.</p><p>• Prepare and refine management reporting materials and dashboards that highlight trends, explain performance gaps, and support leadership reviews.</p><p>• Develop detailed financial models and scenario analyses to assess business risks, uncover opportunities, and guide strategic choices.</p><p>• Review the profitability and performance of products, customers, and sales channels to identify actions that can improve revenue, margins, and operating efficiency.</p><p>• Analyze spending patterns and cost drivers, then recommend measures that support stronger financial discipline and operational effectiveness.</p><p>• Partner with teams across sales, marketing, supply chain, and operations to provide financial insight that informs planning and day-to-day decision-making.</p><p>• Advance FP&A processes by promoting standard approaches, stronger governance, and automation that help the organization scale effectively.</p><p>• Lead and coach team members by setting clear expectations, encouraging development, and building a collaborative, high-performing culture.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>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>
<p>Robert Half is looking for an accomplished AVP Finance to oversee core accounting operations and guide strategic budgeting efforts for our client'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>
<p>We are looking for an experienced Billing Manager to lead project invoicing activities for a long-term contract opportunity. This position supports complex construction and industrial service work, requiring close coordination with project, accounting, and operations teams to keep billing accurate, timely, and contract-compliant. The ideal candidate brings strong project-based accounting knowledge, sound leadership ability, and the capacity to manage a high-volume workload with precision.</p><p><br></p><p>Responsibilities:</p><p>• Direct billing activities across the full lifecycle of construction and industrial projects, from initial contract setup through final account closeout.</p><p>• Produce and issue a range of customer invoices, including progress billings, time-and-materials charges, milestone-based requests, and other client-specific formats.</p><p>• Examine contract terms and customer requirements to confirm that invoicing aligns with agreed billing conditions and supporting documentation standards.</p><p>• Work closely with project managers to monitor job costs, approved change orders, retainage balances, and revenue-related billing data.</p><p>• Review open billing items and aging trends to help accelerate collections and reduce delays in customer payment.</p><p>• Research invoice concerns raised by customers and coordinate resolutions for discrepancies, short payments, or disputed charges.</p><p>• Strengthen billing procedures, reporting practices, and internal controls to improve consistency, accuracy, and operational efficiency.</p><p>• Provide guidance to billing team members while contributing to month-end close support, reporting needs, audit preparation, and record maintenance within accounting systems.</p>
We are looking for a meticulous Loan Administrator to support a credit union in Colorado through a contract assignment. This role is ideal for someone who can manage loan activity with precision, uphold regulatory standards, and contribute to programs that strengthen the local community. The position offers the chance to work across the lending process while helping deliver reliable service to members and internal stakeholders.<br><br>Responsibilities:<br>• Manage loan files from initial intake through final payoff, ensuring documentation is complete, accurate, and compliant at every stage.<br>• Partner with lending and underwriting teams to review applications, coordinate required information, and help move decisions forward efficiently.<br>• Administer Community Development Block Grant activities, including record tracking, reporting support, and adherence to applicable program guidelines.<br>• Maintain organized and up-to-date records for loan transactions to support audits, servicing activities, and operational accuracy.<br>• Respond to payoff-related questions and resolve servicing issues in a timely, thorough manner.<br>• Verify that lending activities align with credit union procedures as well as relevant regulatory and compliance expectations.<br>• Track portfolio data and prepare reporting that helps leadership monitor loan performance and risk trends.<br>• Contribute to community-focused lending efforts by supporting programs and transactions tied to development initiatives.<br>• Recommend workflow enhancements that improve efficiency, consistency, and service quality within loan administration.<br>• Deliver strong member support by answering questions about loan products, account status, and related services.
<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>
<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>
<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>Fund Accountant | Venture Capital Firm | San Mateo | Hybrid </strong></p><p> </p><p>A well-established venture capital firm with a strong track record of backing high-growth companies. The team is collaborative, stable, and tight-knit, with great exposure across fund operations, reporting, and strategic work.</p><p> </p><p>This is a strong opportunity for someone ready to step beyond traditional accounting. You’ll join an experienced finance team and gain hands-on exposure to investment operations, investor relations, fundraising support, and cross-functional projects.</p><p> </p><p>Competitive comp, bonus, strong benefits, long-term upside, and a hybrid schedule with a great culture and work life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support quarterly close and prepare fund financials</li><li>Maintain investment schedules, capital accounts, and allocations</li><li>Assist with capital calls and distributions</li><li>Support audit and tax processes with external partners</li><li>Track fund performance metrics (gross and net returns)</li><li>Assist with LP reporting and audit requests</li><li>Support fundraising efforts and investor events</li><li>Maintain accurate fund records and documentation</li><li>Partner with leadership on ad hoc projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a strategic finance leader to oversee global planning, performance analysis, and executive reporting for our client'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&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&A analyst by setting priorities, providing coaching, and supporting ongoing growth within the team.</p>
<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 & 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>