<p>Lana Funkhouser with Robert Half is looking for an experienced Chief Financial Officer to lead the financial strategy and accounting operations for a growing organization. This role is suited for a hands-on finance leader who can translate project and company performance into clear recommendations for executive decision-making. The CFO will guide planning, profitability analysis, and cash management while strengthening financial discipline across the business. This is a great opportunity for a Senior Controller who would like to elevate into a CFO role!</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s budgeting cycle, financial forecasting activities, and long-range planning efforts to support business goals.</p><p>• Evaluate earnings, gross margin, and operating results, then present meaningful insights that help leadership improve performance.</p><p>• Oversee project-based accounting activities, including cost tracking, work-in-progress reporting, and percentage-of-completion revenue recognition.</p><p>• Review contract and project results to identify trends in backlog, margin movement, and overall financial health.</p><p>• Monitor liquidity through detailed cash flow planning and active management of working capital needs.</p><p>• Serve as the primary financial contact for lenders and maintain productive partnerships with banking institutions.</p><p>• Lead, coach, and develop a small accounting team while fostering accountability and career growth.</p><p>• Stay involved in day-to-day accounting matters when needed to ensure accuracy, timeliness, and continuity of operations.</p><p>• Support ownership-related financial reporting and help reinforce a culture of employee ownership across the organization.</p><p>• Improve financial workflows, internal controls, and supporting systems to increase efficiency and reporting quality.</p><p><br></p><p>Please reach out to Lana Funkhouser with Robert Half to review this position. Job Order: 03590-0013435993</p>
<p>We are looking for an experienced Chief Financial Officer (CFO) to lead the financial strategy and operations of our client's organization in Metairie, Louisiana. This role requires a dynamic leader with expertise in accounting, financial management, and strategic oversight across multiple business entities. The ideal candidate will possess a strong ability to manage complex financial processes while providing valuable insights to drive business growth.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounting functions and oversee controllers for various business entities, including dealerships and property holdings.</p><p>• Ensure the accurate and timely preparation of monthly and annual financial statements.</p><p>• Monitor cash flow, intercompany transactions, and bank balances to maintain financial stability.</p><p>• Collaborate with external CPAs to ensure compliance with tax regulations and timely filing of corporate, partnership, and property-related tax returns.</p><p>• Review and manage contracts such as property leases, vendor agreements, and loan documents, identifying potential financial or legal risks.</p><p>• Administer insurance policies, including property, liability, and auto coverage, while handling renewals and claims.</p><p>• Oversee real estate operations, including income tracking, property tax management, and capital improvements.</p><p>• Provide strategic financial analysis to support decision-making related to business expansions, acquisitions, and other opportunities.</p><p>• Lead and develop accounting and administrative teams, fostering a culture of accountability and precision.</p><p>• Optimize internal processes and reporting systems to enhance efficiency and accuracy.</p>
<p><strong>POSITION: CFO (NON-PROFIT)</strong></p><p><strong>LOCATION: HARTFORD, CT - HYBRID (3 Days In Office / 2 Days Remote)</strong></p><p><strong>RECRUITER CONTACT: KELLEIGH MARQUARD - Kelleigh.Marquard@roberthalf</strong></p><p><br></p><p>Robert Half is partnering with a valued client, a mission-driven social services nonprofit, in search of a Chief Financial Officer (CFO). This organization has served Connecticut communities for decades and provides behavioral health, addiction recovery, and community-based programs for adults and adolescents. The CFO will join the executive team and oversee all financial operations while helping guide strategy and long-term sustainability.</p><p>Reporting to the CEO, this role requires a hands-on leader who can balance strategic oversight with day-to-day execution in a collaborative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>Provide financial leadership for a nonprofit with approximately $20M in revenue and 200 employees. Lead all accounting and finance operations including monthly close, financial statements, budgeting, and forecasting. Prepare and present financial reporting to leadership and the Board. Oversee accounts payable, receivable, billing, and payroll. Manage cash flow, banking relationships, and internal controls. Oversee reporting for government contracts and funding sources, including state agencies. Serve as the primary contact for external auditors and manage the annual audit. Oversee self-insured benefits programs and liability insurance. Manage financial activity related to affiliated entities. Evaluate and improve financial systems, including an upcoming system conversion. Lead and mentor the finance team and partner with leadership on growth initiatives and new programs.</p><p><br></p><p><strong>Leadership and Culture:</strong></p><p>The ideal candidate is hands-on, collaborative, and comfortable working in a fast-paced environment. Strong analytical and communication skills are required, along with the ability to present to executive leadership and boards. The organization values a positive attitude and team-oriented mindset.</p><p><br></p><p><strong>Why This Opportunity Stands Out:</strong></p><p>Mission-driven organization with strong community impact. Stable and well-respected nonprofit with long tenure across leadership. Flexible hybrid schedule. Excellent benefits including no-cost medical, dental, and disability coverage, 403(b) with employer contribution and match, generous paid time off including 4 weeks vacation, holidays, sick, and personal time.</p><p><br></p><p>If you are interested in learning more, please email your resume in confidence to Kelleigh Marquard at Kelleigh.Marquard@roberthalf com. All inquiries are confidential and resumes are not shared without your permission.</p>
<p>Nick Corieri with Robert Half is looking for an accomplished Chief Financial Officer to lead financial strategy and enterprise-wide fiscal oversight for a mission-driven NFP organization based in Syracuse, New York. This executive will partner closely with senior leadership and the board to guide long-range planning, strengthen operational performance, and support sound decision-making across the organization and its affiliated entities. The ideal candidate brings deep nonprofit financial leadership experience, a strong command of compliance and reporting standards, and the ability to build efficient systems that support growth, accountability, and sustainability.</p><p><br></p><p>Responsibilities:</p><p>• Partner with executive leadership to shape financial strategy, evaluate organizational performance, and align resources with near-term priorities and long-range goals.</p><p>• Direct budgeting, forecasting, and financial analysis across the organization and affiliated entities, delivering clear insights and recommendations that support informed business decisions.</p><p>• Prepare and present quarterly financial updates, annual budgets, and key fiscal trends to the Board of Directors and relevant board committees.</p><p>• Oversee accounting operations, ensuring accurate reporting, effective internal controls, and compliance with applicable accounting standards across consolidated and related entities.</p><p>• Lead the development of financial models and performance indicators that improve planning, measure results, and strengthen overall financial health.</p><p>• Monitor cash position and liquidity, review financial terms tied to grants and contracts, and manage endowment distributions in accordance with approved plans.</p><p>• Guide the evaluation and implementation of financial systems, software, and process improvements that increase efficiency and strengthen operational visibility.</p><p>• Manage audit activity, regulatory filings, grant compliance, indirect cost rate agreements, and other financial obligations to ensure timely and accurate adherence to requirements.</p><p><br></p><p>Qualified candidates are encouraged to apply directly and contact Nick Corieri at Robert Half for more information.</p>
<p><strong>Chief Financial Officer (CFO) | Non-Profit | Long Beach Area, CA</strong></p><p>Are you a mission-driven finance leader ready to make a lasting impact? We’re partnering with a respected and growing non-profit organization in the Long Beach area seeking a <strong>Chief Financial Officer (CFO)</strong> to join its executive leadership team.</p><p>This is a high-impact role where you’ll shape financial strategy, strengthen operations, and help drive sustainable growth while supporting a meaningful mission. You’ll work closely with senior leadership to optimize performance, ensure compliance, and position the organization for long-term success.</p><p><strong>What You’ll Do:</strong></p><ul><li>Provide executive leadership across finance, including General Accounting and Revenue Cycle functions</li><li>Build, mentor, and lead high-performing teams aligned with organizational values and goals</li><li>Oversee the preparation and presentation of financial statements, ensuring accuracy and compliance</li><li>Manage general ledger activities, including reconciliations and balance sheet integrity</li><li>Deliver monthly financial insights and recommendations to improve performance and internal controls</li><li>Partner with leadership to develop annual budgets, forecasts, and long-term strategic plans</li><li>Lead the audit process and ensure timely completion of audited financial statements</li><li>Develop and refine financial models to support key strategic decisions</li><li>Monitor KPIs and financial metrics, providing actionable insights to leadership and the board</li><li>Cultivate strong relationships with internal and external stakeholders, including auditors and partners</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>Proven CFO or senior finance leadership experience, ideally within the non-profit sector</li><li>Strong background in financial reporting, compliance, and operational finance</li><li>Experience overseeing revenue cycle and multi-functional accounting teams</li><li>Strategic thinker with the ability to influence executive decision-making</li><li>Collaborative leadership style with strong communication and stakeholder management skills</li></ul><p><strong>Why Join?</strong></p><ul><li>Opportunity to play a key leadership role in a mission-driven organization</li><li>High visibility with executive team and board-level impact</li><li>Ability to shape financial strategy and drive meaningful organizational outcomes</li><li>Collaborative culture with a strong sense of purpose</li></ul><p>If you’re looking for a CFO role where your leadership directly impacts both financial performance and community outcomes, this is a unique opportunity to step in and lead.</p><p><br></p><p>For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number</p><p>00460-0013412374 email resume to [email protected]</p>
<p>One of our thriving clients is looking to add a Financial Reporting Manager to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis processes, preparing financial statements and reports, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset.</p><p><br></p><p>How you will make an impact</p><p>· Generate monthly, quarterly financial reports & statements</p><p>· Account Reconciliation </p><p>· Prepare quarterly earnings communications</p><p>· Coordinate internal and external audits</p><p>· Build and establish strong client relationships</p><p>· Complete trend and variance analysis</p><p>· Perform financial forecasting</p><p>· Monitor Compliance</p><p>· Recommend areas for revenue generation</p><p>· Assist with ad hoc projects</p>
<p>We are looking for a Financial Reporting Manager to support a consumer products organization through a Contract engagement. This role will focus on external reporting, consolidation activities, and analytical review to help ensure accurate and timely financial statements. The ideal candidate brings strong SEC reporting experience, advanced spreadsheet skills, and the ability to manage reporting deliverables in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and review of quarterly and annual financial reports, including support for Form 10-Q and Form 10-K filings.</p><p>• Manage consolidation activities across entities and validate the accuracy of reported financial results.</p><p>• Perform detailed reconciliations to support external reporting packages and resolve discrepancies efficiently.</p><p>• Analyze financial data and trends to identify variances, explain key drivers, and support management reporting.</p><p>• Coordinate intercompany accounting review processes to ensure balances are properly recorded and eliminated.</p><p>• Use Oracle and Microsoft Excel to compile reporting data, maintain schedules, and strengthen reporting accuracy.</p><p>• Partner with internal finance and accounting stakeholders to gather supporting information and meet reporting deadlines.</p>
<p>Robert Half is looking for a Financial Reporting Manager for a growing Cincinnati based company. The Financial Reporting Manager is responsible for overseeing the company’s external financial reporting, audit process, and overall internal control environment. This role will lead the full company audit and control structure. The position manages a team of accounting professionals and serves as a key liaison between accounting, operations, auditors, and senior leadership. . For immediate consideration please contact Jarrod Moon at (859)229-3603.</p><p>Core Responsibilities:</p><p>Financial Reporting & Audit</p><p>• Own and manage the company’s annual financial statement audit, including serving as the primary point of contact for external auditors.</p><p>• Prepare and review financial statements and footnotes in accordance with U.S. GAAP.</p><p>• Coordinate audit timelines, manage PBC requests, and resolve audit findings in a timely manner.</p><p>• Monitor evolving accounting standards and assess impacts on the organization.</p><p>Internal Controls & Compliance</p><p>• Design, implement, and maintain an effective internal control framework across the organization.</p><p>• Perform ongoing control evaluations and remediation of identified gaps.</p><p>• Document accounting policies, procedures, and controls; ensure consistent application across departments.</p><p>• Support compliance with lender, regulatory, and internal reporting requirements as applicable.</p><p>Retail Accounting Oversight</p><p>• Provide oversight and review for retail accounting processes, including revenue recognition, inventory, margins, and operational reporting.</p><p>• Partner closely with retail operations to ensure accurate financial reporting and issue resolution.</p><p>• Improve controls, reporting accuracy, and efficiency.</p><p>Leadership & Team Management</p><p>• Directly manage a team of 2 accounting professionals and indirectly oversee 3 additional team members.</p><p>• Provide coaching, performance management, and professional development opportunities for staff.</p><p>• Foster a culture of accountability, collaboration, and continuous improvement.</p><p>Process Improvement & Special Projects</p><p>• Lead initiatives to streamline financial reporting, close processes, and audit readiness.</p><p>• Support system implementations, integrations, or enhancements affecting accounting and reporting.</p><p>• Assist with special projects and ad hoc analyses as requested by the Controller or CFO.</p><p><br></p><p>Qualifications:</p><p>Required</p><p>• Bachelor’s degree in Accounting or Finance (CPA strongly preferred).</p><p>• 7–10 years of progressive accounting experience, including public accounting experience.</p><p>• Strong knowledge of U.S. GAAP, financial reporting, and internal controls.</p><p>• Experience leading audits and managing external auditors.</p><p>• Prior experience supervising or leading accounting teams.</p><p>• Advanced proficiency in Microsoft Excel; experience with ERP systems and reporting tools.</p><p><br></p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
<p>Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.</p><p>• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.</p><p>• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.</p><p>• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.</p><p>• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.</p><p>• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.</p><p>• Lead annual fund audits and act as the primary liaison with external auditors.</p><p>• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.</p><p>• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.</p><p>• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.</p>
We are looking for an experienced Financial Reporting Manager to oversee and enhance the accounting and financial operations of our project in Costa Mesa, California. In this role, you will lead a team to ensure accurate financial reporting, maintain strong process controls, and deliver critical insights to support operational efficiency. This position requires a proactive leader who can manage audits, reconcile financial records, and collaborate with various stakeholders.<br><br>Responsibilities:<br>• Develop and implement accounting procedures, including robust internal controls, to ensure compliance and accuracy.<br>• Lead, monitor, and assess the performance of accounting processes and team members.<br>• Supervise the preparation of daily, monthly, quarterly, and annual journal entries, financial reports, and reconciliations.<br>• Manage weekly payables, customer refunds, and ensure timely processing of transactions.<br>• Conduct evaluations of operational software to identify opportunities for process improvements and system optimizations.<br>• Coordinate internal and external audits, including inventory checks and compliance with established standards.<br>• Monitor and enhance accounting systems to ensure they meet organizational needs and regulatory requirements.<br>• Collaborate with clients, subcontractors, vendors, and auditors to address financial queries and ensure smooth operations.<br>• Participate in project meetings to provide financial insights and support strategic decision-making.<br>• Ensure achievement of daily and monthly key performance metrics to meet organizational goals.
We are looking for an experienced Financial Reporting Manager to support a leading financial services organization in Newport Beach, California. This Long-term Contract opportunity is ideal for a highly detail-oriented individual who brings strong expertise in financial reporting, fund accounting, and asset management within an investment-focused environment. The person in this role will oversee key reporting activities, monitor compliance obligations, and provide accurate financial information to internal and external stakeholders. This position is onsite five days per week and is well suited for someone who can operate confidently in a fast-paced, highly regulated setting.<br><br>Responsibilities:<br>• Prepare and deliver recurring liquidity reports on a daily and weekly basis to support business visibility and decision-making.<br>• Produce a range of financial reports, including regulatory filings, investor materials, and special-request analyses, while ensuring accuracy and timeliness.<br>• Support internal reporting needs by translating financial data into clear and reliable updates for leadership and business partners.<br>• Review transaction structures to confirm alignment with established requirements, controls, and governing agreements.<br>• Monitor borrowing-related obligations and help ensure ongoing adherence to debt covenant requirements.<br>• Partner with cross-functional teams to gather, validate, and reconcile financial information used in reporting packages.<br>• Create presentation-ready financial summaries and supporting schedules using Excel and PowerPoint for stakeholder review.
<p>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. In this role, you will provide leadership and technical expertise in financial and regulatory reporting, ensuring compliance and supporting governance activities. Based in Irvine, California, this position offers an exciting opportunity to make an impactful contribution while collaborating with stakeholders at various levels.</p><p><br></p><p>Responsibilities:</p><p>• Oversee external financial reporting processes, including audit coordination and related governance activities.</p><p>• Manage financial regulatory reporting and respond to examination inquiries.</p><p>• Act as an advisor to bridge technical and regulatory matters between Accounting and Business Finance teams.</p><p>• Contribute to the design and implementation of internal control and reporting enablement initiatives.</p><p>• Collaborate with stakeholders to ensure smooth integration and operational efficiency.</p><p>• Provide knowledge transfer and guidance to internal teams to enhance reporting capabilities.</p><p>• Support compliance with regulatory standards and requirements, ensuring accuracy and timeliness.</p><p>• Deliver results independently while maintaining high standards and accountability.</p>
<p>My client, a private equity-backed SaaS organization, is seeking a highly analytical FP&A Manager to support financial planning, forecasting, and performance management across the business. This role will partner closely with senior leadership, functional leaders, and the executive team to deliver actionable insights, improve financial visibility, and support strategic decision-making in a high-growth environment.</p><ul><li style="">Lead the annual budgeting and rolling forecast processes, ensuring alignment with company growth objectives and improving forecast accuracy.</li><li style="">Build, maintain, and enhance financial models to support long-term planning, scenario analysis, and strategic initiatives.</li><li style="">Develop a deep understanding of SaaS revenue drivers, including ARR, churn, bookings, and revenue recognition, along with cost structure and margin performance.</li><li style="">Partner with business leaders across sales, marketing, product, and operations to evaluate performance, identify risks and opportunities, and drive accountability.</li><li style="">Prepare and deliver executive-level reporting packages, including board materials, dashboards, and financial presentations.</li><li style="">Perform detailed variance analysis and translate financial results into clear, actionable insights for stakeholders.</li><li style="">Support KPI development and tracking, with a focus on key SaaS metrics to drive operational and financial performance.</li><li style="">Assist in improving financial processes, reporting accuracy, and alignment between FP&A and accounting teams.</li><li style="">Contribute to the enhancement and optimization of FP&A systems, reporting tools, and business intelligence platforms.</li><li style="">Support strategic initiatives such as pricing analysis, unit economics, capital planning, and potential M&A activity.</li></ul>
We are looking for an experienced Financial Planning & Analysis Manager to join our team in Indianapolis, Indiana. This role will shape financial strategy by translating project and operational data into clear business insights, supporting leaders with planning, forecasting, and performance evaluation. The ideal candidate brings strong expertise in construction-focused finance, a sharp analytical mindset, and the ability to strengthen reporting quality across the organization.<br><br>Responsibilities:<br>• Direct the annual budget, periodic forecast updates, and longer-range financial planning activities using project pipeline data, workforce capacity, and cost trend analysis.<br>• Build and refine financial models that evaluate project earnings, test business scenarios, guide resource deployment, and measure margin performance.<br>• Produce insightful comparisons between actual results and plans across projects, business units, and company-wide performance, explaining the operational and financial factors behind outcomes.<br>• Partner with operational and cross-functional teams to support decisions related to spending control, project execution, and profitability improvement.<br>• Lead quality of earnings analysis with attention to revenue recognition methods, work-in-progress activity, billing patterns, and the validation of projected margins.<br>• Support internal and external due diligence efforts by reviewing financial information, identifying unusual or nonrecurring items, and assessing contract terms that influence financial performance.<br>• Prepare monthly leadership reporting packages that highlight segment results, productivity indicators, and key financial trends.<br>• Review and enhance accounting procedures, reporting workflows, and financial controls to improve accuracy, consistency, and trust in reported data.<br>• Analyze labor efficiency, equipment usage, material pricing, and subcontractor costs to identify opportunities for better operational and financial results.<br>• Contribute financial insight to pricing decisions, risk reviews, bid evaluations, and process improvements tied to work-in-progress management, budgeting, automation, and data integrity across systems.
We are looking for an experienced Financial Planning & 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&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&A team members while setting priorities and maintaining high-quality deliverables.
<p>Tammy Power, Recruiting Manager with Robert Half is looking for a Financial Planning & 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&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&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>
<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>
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 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 a strategic finance leader to oversee accounting and financial performance across regional healthcare operations in Nashville, Tennessee. This role works closely with clinical and operational stakeholders to guide budgeting, forecasting, reporting, and compliance while supporting informed business decisions. The position is also responsible for strengthening financial processes, improving visibility into performance, and promoting disciplined fiscal management across multiple service areas.<br><br>Responsibilities:<br>• Lead regional budgeting, forecasting, and long-range financial planning activities to support operational and strategic goals.<br>• Partner with senior leaders to interpret financial results, identify trends, and recommend actions that improve performance.<br>• Oversee core accounting activities, including general ledger management, journal entries, reconciliations, month-end close, and expense monitoring.<br>• Direct accounts payable and accounts receivable functions to maintain accuracy, timely processing, and effective cash collection.<br>• Prepare and review financial reports and statements, ensuring leadership receives clear, timely, and decision-ready analysis.<br>• Maintain strong internal controls and support compliance with organizational standards, regulatory expectations, and audit requirements.<br>• Coordinate documentation, testing, and follow-up activities for internal and external financial statement audits and control reviews.<br>• Manage financial systems and related reporting tools to preserve data accuracy, system reliability, and meaningful performance insights.<br>• Collaborate on payroll and benefits-related financial coordination to ensure proper reporting and compliance.<br>• Identify and implement process improvements that increase efficiency, strengthen accountability, and enhance financial operations across the region.
<p><strong><em>If you are a SaaS accounting leader who thrives building financial infrastructure from the ground up - and want to partner directly with founders at a high-growth, venture-backed AI company - this is worth exploring.</em></strong></p><p> </p><p>A fast-scaling, Series A enterprise AI startup in NYC is hiring its <strong>first in-house Controller / Finance Lead</strong> to bring structure, operational rigor, and audit-ready discipline to the company’s financial foundation.</p><p> </p><p>This is not a passive reporting role. This is a foundational ownership seat.</p><p><br></p><p><strong><u>Why People Are Excited About This</u></strong></p><p>• Direct access to the founder and leadership team at <u>YC/Sequoia backed scaling enterprise AI start-up</u></p><p>• Direct partnership with CEO and executive leadership</p><p>• Meaningful equity at a critical inflection point</p><p>• Build the foundation correctly before institutional scale</p><p>• Real ownership and influence across the business</p><p><br></p><p><strong><u>What You Will Own</u></strong></p><p><strong>Financial Reporting & Close</strong></p><p>• Full ownership of monthly and annual close</p><p>• Accurate revenue recognition and deferred revenue tracking</p><p>• Clean reconciled balance sheet</p><p>• Monthly reporting packages for executive team and Board</p><p>• Working capital visibility and cash flow oversight</p><p><strong>Accounting Operations & Controls</strong></p><p>• Day-to-day finance operations (AP, AR, payroll review, vendor payments, treasury)</p><p>• GAAP-aligned policies and internal controls</p><p>• Approval workflows and segregation of duties</p><p>• Process documentation and SOP buildout</p><p><strong>Revenue & Systems Integrity</strong></p><p>• Ownership of order-to-cash process</p><p>• Alignment of contract terms, Stripe billing logic, and revenue policies</p><p>• Recurring revenue reporting and gross margin visibility</p><p>• Standardized financial metric definitions</p><p>• System improvements to support scale</p><p><strong>Audit, Tax & Compliance</strong></p><p>• Primary contact for external auditors</p><p>• Audit readiness and documentation discipline</p><p>• R&D credit coordination and tax compliance support</p><p>• Fundraising diligence preparation</p><p><strong>Business Partnership</strong></p><p>• Budgeting, forecasting, and cash planning ownership</p><p>• Variance analysis and operating insights</p><p>• Vendor contract review and financial risk assessment</p><p>• Clear financial storytelling for leadership and Board</p>
We are looking for a skilled Grant Accountant Support specialist to join our team in Los Angeles, California. This long-term contract position is ideal for individuals with experience in grant management and fund administration, particularly within the non-profit sector. The role involves ensuring compliance with financial regulations, maintaining accurate records, and analyzing data to support the organization's mission.<br><br>Responsibilities:<br>• Manage and oversee grant-related financial transactions, ensuring compliance with funding requirements and organizational policies.<br>• Prepare and maintain detailed financial records and reports, including fund administration and NAV (Net Asset Value) calculations.<br>• Reconcile accounts and ensure accuracy in financial data related to government grants.<br>• Utilize software such as Abila MIP, Blackbaud, and Blackbaud Raiser's Edge NXT to manage financial records and reports.<br>• Conduct audits and reviews of grant expenditures to ensure proper allocation of funds.<br>• Collaborate with internal teams to provide financial insights and support for grant applications.<br>• Train and assist staff in understanding grant management processes and compliance requirements.<br>• Monitor and resolve discrepancies in financial data related to grants and funding.<br>• Support the preparation of financial documents for audits and external reviews.<br>• Stay updated on changes in grant regulations and financial compliance requirements.
<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 | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>