<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>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus</strong></p><p> </p><p>A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.</p><p> </p><p>This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</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 an experienced Financial Advisor to support high-touch client relationships and oversee the administration of complex investment and trust accounts in Seattle, Washington. This position blends client service, portfolio coordination, and fiduciary support, requiring someone who can manage details with precision while communicating clearly with clients, advisors, and internal partners. The ideal candidate brings strong judgment, organizational discipline, and a solid understanding of financial account administration within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Build strong working relationships with clients and their external advisors by delivering prompt, thoughtful communication and ensuring questions are resolved thoroughly.</p><p>• Participate in client meetings, capture key discussion points, and drive follow-up actions while organizing presentation materials and tailored reporting for ongoing reviews.</p><p>• Maintain accurate records of client activity, account updates, and relationship notes within Salesforce and other required systems.</p><p>• Manage account lifecycle activities, including onboarding and closure processes, transaction oversight, and review of documentation tied to client accounts.</p><p>• Interpret wills, trusts, and related governing documents to support proper account administration, establish timely reminders, and coordinate with fiduciary counsel when needed.</p><p>• Support annual relationship reviews and help confirm that accounts remain aligned with regulatory and internal compliance standards.</p><p>• Partner with senior team members on investment execution by assisting with portfolio rebalancing, trade activity, asset allocation monitoring, performance tracking, and transition-related tasks.</p><p>• Review daily operational reporting, address issues such as cash shortfalls or overdrafts, and coordinate client disbursement requests and other cash movement activity.</p><p>• Prepare trust-related reviews, process required distributions, charitable gifts, grant payments, insurance trust activity, and related reporting in coordination with tax and administrative partners.</p><p><br></p><p>The salary range for this position is $125,000 to $175,000 + bonus.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision - 100% paid for employee</p><p>Life and Disability insurance</p><p>401k with annual profit sharing contribution</p><p>2 weeks PTO</p><p>6 paid holidays</p>
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>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>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.</p><p>This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</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 Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jeffrey Abrams is recruiting for a dynamic and savvy <strong>real estate private equity investment firm</strong> that seeking a <strong>Director of Finance & Accounting</strong> to serve as the senior finance leader beneath the executive team. This is a highly visible, hands-on role with the opportunity to build the finance infrastructure for a rapidly expanding, multi-fund investment platform.</p><p><br></p><p>What You'll Lead</p><ul><li>Oversee treasury, <strong>fund finance, FP&A</strong>, accounting and financial reporting across multiple funds and investment entities.</li><li>Manage and mentor the 3-person accounting team (not including offshore team) while strengthening internal controls and scalable processes.</li><li><strong>Lead treasury strategy, cash flow forecasting, liquidity planning</strong>, capital calls, and distributions.</li><li>Partner with firm leadership on <strong>fund launches, capital planning, joint ventures, institutional partnerships</strong>, and investment analysis.</li><li>Oversee audits, tax advisors, fund reporting, and investor financial information.</li><li><strong>Develop financial models</strong> and reporting that connect accounting results with investment performance metrics.</li></ul><p>Why Consider This Role?</p><ul><li>Executive-level visibility and influence on firm strategy.</li><li>Broad leadership scope spanning accounting, finance, treasury, fund operations, and FP&A.</li><li>Opportunity to help build the financial foundation of a growing investment platform.</li><li>Competitive compensation with bonus and potential carried interest.</li></ul>
<p><strong>High Volume Refund & Reconciliation Project</strong></p><p><br></p><p>About the Role</p><p>Join a large-scale financial operations project supporting the processing and validation of billions of dollars in customer refunds. This role is ideal for an experienced Financial Operations Manager who has managed high-volume financial transactions, complex reconciliations, and cross-functional process improvements.</p><p><br></p><p>Responsibilities</p><ul><li>Manage daily financial operations supporting customer refund processing.</li><li>Review customer account balances and determine refund eligibility.</li><li>Coordinate banking validation and payment processing.</li><li>Oversee reconciliations across multiple business entities.</li><li>Identify fraudulent or duplicate transactions.</li><li>Support financial reporting and operational metrics.</li><li>Improve workflow efficiency while maintaining compliance.</li><li>Partner with internal stakeholders to resolve exceptions.</li></ul><p><br></p>
<p>*For more information, contact Jason Young @ [email protected] or 937/637-7759*</p><p><br></p><p>Looking to join an industry-leading organization??? Look no further. Our client is seeking a Director of Finance & Accounting. This leadership role is responsible for overseeing all accounting and financial operations, including financial reporting, budgeting, forecasting, cash management, and internal controls. The ideal candidate will be a hands-on leader who ensures GAAP compliance, drives process improvements, and partners with executive leadership to support profitability, growth, and strategic business initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>· Oversee the FP&A function, including financial modeling, performance reporting, forecasting, and business trend analysis.</p><p>· Key leader in the annual budgeting process and manage monthly, quarterly, and annual forecasting activities.</p><p>· Oversee the month-end, quarter-end, and year-end close processes to ensure accurate and timely financial reporting.</p><p>· Analyze financial and operational variances and present actionable insights and recommendations to leadership.</p><p>· Manage inventory accounting processes, including oversight of physical inventory counts, reconciliations, and controls.</p><p>· Product costing and analyze product margins to support pricing, profitability, and operational decision-making.</p><p>· Partner with operations, supply chain, and leadership teams to improve inventory management and cost performance.</p><p>· Manage accounts payable, accounts receivable, and collections functions to support cash flow and working capital objectives.</p><p>· Ensure strong internal controls, compliance, and continuous improvement of financial processes and reporting.</p><p>· Support ERP optimization and system enhancement initiatives; SAP experience is a plus and prior ERP implementation experience is preferred.</p>
<p>Bill Watts at Robert Half is partnering with a growing commercial real estate portfolio who are looking for an experienced strategic Finance & Accounting Manager to support a development-focused real estate platform. This role partners closely with leadership, development, and project teams to drive project-level financial oversight, capital planning, and investment analysis, while maintaining corporate accounting integrity.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead financial oversight of development projects, including budgeting, cost tracking, and variance analysis</li><li>Partner with development and construction teams on pro formas, feasibility models, and ROI analysis</li><li>Monitor project budgets, WIP reporting, capitalized costs, and draw schedules</li><li>Evaluate project performance using IRR, NPV, and other investment metrics</li><li>Support capital raising, JV structures, and investor reporting</li><li>Oversee corporate accounting, consolidations, and month-end close across multiple entities</li><li>Coordinate lender draws, construction financing compliance, and reporting requirements</li><li>Establish controls around job costing, capitalization policies, and project accounting</li><li>Work with external auditors, tax advisors, and consultants</li></ul>
<p>We are looking for a Financial & Accounting Analyst to join a mission-driven non-profit organization in Monterey, California. This role supports financial reporting, budgeting, audit readiness, and analytical projects that help leaders make informed decisions across the organization. The ideal candidate brings strong analytical capability, sound accounting knowledge, and the ability to translate complex financial information into clear, useful insights for a range of stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Partner with managers and department leaders to evaluate revenue performance, spending patterns, and capital activity across the organization.</p><p>• Gather information from accounting and reporting platforms, interpret results, and deliver meaningful financial insights to leadership and operational teams.</p><p>• Contribute to annual audit preparation by assembling schedules, addressing auditor inquiries, and helping keep the process on track.</p><p>• Produce quarterly financial statements, review supporting records, and help ensure accuracy and completeness in reporting.</p><p>• Manage accounting activities related to debt obligations and bond transactions, including reconciliations and required compliance documentation.</p><p>• Maintain lease accounting records in alignment with applicable reporting standards and organizational policies.</p><p>• Build financial analyses, dashboards, forecasts, and presentation materials to support executive and board-level decision-making.</p><p>• Support budgeting, long-range planning, cash flow monitoring, payroll reconciliations, cost allocation analysis, and the ongoing improvement of internal controls and accounting procedures.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
We are looking for a detail-oriented Financial Services Accountant to join our team in Dallas, Texas. This role supports complex accounting and financial reporting activities within a healthcare environment, with a strong focus on accuracy, compliance, and executive-level reporting. The ideal candidate brings deep technical accounting knowledge and can manage recurring deadlines while responding effectively to urgent business needs.<br><br>Responsibilities:<br>• Interpret accounting standards and apply them to complex transactions, ensuring financial treatment is accurate and well supported<br>• Produce monthly enterprise-level financial reports for senior executives and board audiences, delivering clear and timely reporting packages<br>• Coordinate quarterly bond disclosure activities, including drafting detailed disclosures and partnering with legal and treasury stakeholders through the review process<br>• Prepare annual audited financial statements and supporting schedules, maintaining high standards for completeness, consistency, and compliance<br>• Review a large portfolio of audited financial statements, updating disclosures for new accounting guidance and standardizing presentation where appropriate<br>• Research technical accounting matters, resolve complicated reporting issues, and contribute financial analysis for due diligence and merger or acquisition activity<br>• Manage recurring reporting cycles that include monthly leadership reports, quarterly debt compliance materials, and annual audit deliverables across multiple entities<br>• Respond to urgent ad hoc requests by developing analyses, transaction support, and presentation materials for executive leadership<br>• Contribute to process improvement efforts during lower-volume periods by identifying efficiencies and helping implement enhancements to team workflows
Our client is seeking a Divisional Finance Manager to serve as a strategic business partner, overseeing financial operations for an assigned division. This role is responsible for leading the month-end close process, providing financial analysis, partnering with operational leaders, and ensuring accurate reporting while driving process improvements and standardization across the business. Key Responsibilities Lead the month-end close process, ensuring accurate reporting of revenue, job costs, margins, and SG&A. Analyze financial performance, identify trends and variances, and provide actionable insights to leadership. Partner with Project Managers and operational leaders to evaluate project performance, profitability, and financial risks. Monitor overhead spending and support EBITDA performance through proactive financial management. Prepare monthly financial reports, forecasts, and budgets while communicating results to executive leadership. Ensure compliance with accounting policies, internal controls, and standardized financial processes. Serve as the primary finance liaison between the division and corporate accounting, supporting audits, integrations, and continuous process improvements.
<p>My client is a law firm looking for a Financial Systems Manager to join their team, based in Washington, DC. The ideal candidate for the Financial Systems Manager role will be responsible for assisting the accounting and finance department in maintaining their financial platforms. The duties of the ideal Financial Systems Manager will be to oversee the ERP platforms, collaborate with various departments, lead cross-functional projects, develop system controls and documentation, identify risks and assist with other duties as needed. This organization offers excellent benefits; including medical and provides great work-life balance with flexibility. </p><p><br></p><p>Daily responsibilities of the Financial Systems Manager include:</p><p><br></p><p>· Maintain financial platforms.</p><p>· Collaborate with various departments.</p><p>· Develop system controls and documentation.</p><p>· Identify risks and recommend mitigation strategy.</p><p>· Monitor firms’ financial performance.</p><p>· Assist with systems implementation.</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>This isn't your typical VC finance role.</strong></p><p><br></p><p>If you're looking for a seat at the table—not just another accounting position—this could be one of the most exciting opportunities in the Bay Area.</p><p><br></p><p>A rapidly growing venture capital firm is looking for a <strong>VP of Finance</strong> to partner directly with the founders and help build the next stage of the firm's growth.</p><p><br></p><p> <strong>Outstanding Total Compensation + Carry</strong></p><p> <strong>San Francisco (Hybrid)</strong></p><p><br></p><p><strong>What makes this role different?</strong></p><p>You'll split your time between <strong>finance/accounting and strategic business operations</strong>—working on everything from fund reporting and valuations to fundraising, AI initiatives, operational infrastructure, and helping scale the firm.</p><p>You'll collaborate directly with successful founders, portfolio companies, and executive leadership while helping shape the future of the business.</p>
<p>Our client is a major financial institution looking for a skilled Fund Accounting Consultant to join their team on a long-term contract basis. In this role, you will oversee a team responsible for delivering high-quality accounting, administration, and investor services to investment companies and advisors. This position requires a strong ability to manage client relationships, resolve complex issues, and implement solutions tailored to evolving business needs.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of administrators responsible for accounting, administration, financial reporting, and regulatory compliance for investment companies, including hedge funds, private equity funds, and CLOs.</p><p>• Lead month-end close processes, including journal entries and account reconciliation.</p><p>• Help develop/implement new processes to align with regulatory and industry changes.</p><p>• Perform complex accounting reconciliations and calculations for various investment types </p><p><br></p>
We are looking for a strategic finance leader to shape and elevate commercial finance operations for a global service organization based in Coppell, Texas. This role will guide enterprise-wide planning, performance analysis, and pricing insight while creating consistent standards across regions. The ideal candidate brings strong financial leadership, the ability to turn complex data into business decisions, and experience partnering with senior executives to improve revenue and margin performance.<br><br>Responsibilities:<br>• Build and expand a global commercial finance structure that supports scalable decision-making across markets and business units.<br>• Establish company-wide financial standards, reporting methods, and governance practices to create consistency in commercial analysis and performance measurement.<br>• Develop disciplined approaches for evaluating promotions, discount structures, incentive programs, and other revenue-driving initiatives.<br>• Analyze margin trends across products, customers, and regions to uncover pricing opportunities, cost improvements, and drivers of profitability.<br>• Lead forecasting, scenario planning, and financial modeling efforts to assess commercial strategies and changing market conditions.<br>• Compare commercial performance across regions to identify gaps, surface risks, and recommend actions that strengthen business results.<br>• Partner with pricing and commercial leadership to improve understanding of revenue trends, market performance, contract compliance, and margin outcomes.<br>• Direct annual revenue planning, budgeting, and rolling forecast activities for global commercial teams, ensuring alignment with financial targets and strategic priorities.<br>• Drive ongoing enhancements to finance tools, analytics, and processes that improve reporting quality, insight generation, and adoption across international teams.
<p>Are you a strategic finance leader who thrives in a fast-paced operational environment? We are seeking a <strong>Regional Commercial Finance Manager</strong> to serve as a key business partner to regional leadership, providing financial guidance, operational insight, and strategic support to drive business performance and long-term growth.</p><p>This highly visible role combines financial leadership, operational partnership, forecasting, and process improvement, offering the opportunity to influence decision-making at the highest levels of the organization.</p><p>Key Responsibilities</p><p>Strategic Business Partnership</p><ul><li>Partner with Regional Directors to support operational and strategic objectives.</li><li>Provide financial and commercial guidance to improve business performance.</li><li>Monitor operational results and recommend corrective actions where necessary.</li><li>Represent regional leadership in meetings and business reviews when appropriate.</li><li>Drive accountability and execution of strategic initiatives across the business.</li></ul><p>Financial Planning & Analysis</p><ul><li>Lead the preparation and consolidation of:</li><li>Bi-weekly outlooks</li><li>Quarterly forecasts</li><li>Annual operating plans</li><li>Long-range strategic plans</li><li>Develop and maintain complex financial models to support planning and decision-making.</li><li>Analyze operating results against budgets, forecasts, and business objectives.</li><li>Identify trends, risks, opportunities, and data anomalies and provide actionable recommendations.</li><li>Deliver meaningful business insights that support management decision-making.</li></ul><p>Reporting & Performance Management</p><ul><li>Prepare and report weekly and monthly key performance metrics.</li><li>Evaluate financial results and communicate findings to leadership.</li><li>Monitor working capital, profitability, and operational performance indicators.</li><li>Advise management on trends, forecast accuracy, and required actions.</li></ul><p>Leadership & Process Improvement</p><ul><li>Coordinate forecasting, planning, and performance review processes across multiple regions.</li><li>Lead cross-functional initiatives and drive continuous improvement efforts.</li><li>Identify and implement process enhancements to improve efficiency and business performance.</li><li>Influence stakeholders and lead projects with minimal oversight.</li><li>Facilitate leadership meetings focused on business results, operational trends, and action plans.</li></ul><p>Capital Expenditure Management</p><ul><li>Oversee the capital expenditure (CapEx) planning and approval process.</li><li>Prepare and review Capital Appropriation Requests (ARAs).</li><li>Monitor and report on capital project progress and spending.</li><li>Lead Capital Steering Committee meetings.</li><li>Evaluate capital investment opportunities and business cases.</li></ul><p>Ideal Candidate</p><ul><li>Strategic thinker with strong commercial and operational acumen.</li><li>Effective business partner capable of influencing senior leadership.</li><li>Results-driven leader who thrives in a dynamic environment.</li><li>Comfortable balancing high-level strategy with hands-on financial analysis.</li><li>Strong problem-solving skills with a passion for continuous improvement.</li></ul>
We are looking for an experienced finance leader to oversee strategic planning, reporting, and cash management for our organization in Indianapolis, Indiana. This role will guide budgeting, forecasting, and financial analysis while turning complex data into clear recommendations for executives, board members, and external stakeholders. The ideal candidate brings strong leadership skills and a deep understanding of corporate, lending, and real estate finance.<br><br>Responsibilities:<br>• Lead the organization’s financial planning activities, including annual budgeting, forecasting, and long-range analysis.<br>• Oversee cash flow and liquidity management to maintain adequate funding for daily operations, lending activity, and program investments.<br>• Develop and evaluate financial models that support decisions related to valuation, repayment structures, returns, and amortization scenarios.<br>• Prepare and interpret detailed financial statements, project pro formas, and budget reports across corporate, lending, and real estate portfolios.<br>• Present financial insights and strategic recommendations to board members, public officials, and industry partners in a clear and compelling manner.<br>• Translate technical financial information into concise reports, visual summaries, and actionable guidance for leadership decision-making.<br>• Supervise and mentor finance team members, including direct oversight of accounting and financial services staff.<br>• Produce regular reports on financial performance, highlighting trends in revenue, expenses, and earnings for scheduled leadership and board review.<br>• Establish and recommend financial policies, objectives, and controls that support accurate monthly and year-end reporting.
<p>Nick Corieri from Robert Half is looking for an experienced finance leader to guide financial planning, performance management, and long-term strategy for a local multi-location banking organization near Syracuse, NY. This position partners closely with executive leadership to strengthen profitability, support sound decision-making, and maintain a disciplined approach to regulatory and financial oversight. The ideal candidate brings deep experience in financial institutions, strong command of reporting and forecasting, and the leadership ability to drive results across core finance functions.</p><p><br></p><p>Responsibilities:</p><p>• Lead enterprise financial planning activities, including annual budgeting, rolling forecasts, and multi-year outlook development.</p><p>• Oversee the monthly and year-end close process to ensure timely, accurate financial results and management reporting.</p><p>• Direct preparation of financial statements, board-level analysis, and regulatory reporting in accordance with banking requirements.</p><p>• Manage asset and liability planning to support balance sheet performance, liquidity oversight, and interest rate risk awareness.</p><p>• Develop strategies that improve revenue performance, strengthen margins, and support sustainable financial growth.</p><p>• Monitor cash flow trends, credit exposures, and loss patterns to provide actionable insights for executive decision-making.</p><p>• Partner with senior leadership to evaluate business performance, identify risks, and recommend financially sound operating strategies.</p><p>• Establish and maintain strong internal controls, finance policies, and compliance practices across the organization.</p><p><br></p><p>For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half for the full details of the position. </p>
We are looking for an experienced finance leader to guide financial strategy, reporting, and operational planning for our organization in Houston, Texas. This role will partner closely with executive leadership to evaluate performance, strengthen forecasting, and support sound business decisions through clear financial insight. The ideal candidate brings a strong command of accounting and finance principles, leadership experience, and the ability to translate complex data into practical recommendations.<br><br>Responsibilities:<br>• Lead financial planning activities, including budgeting, forecasting, and long-range strategic analysis to support company objectives.<br>• Oversee the preparation and review of financial reports, ensuring accuracy, compliance, and timely delivery for leadership stakeholders.<br>• Analyze financial performance, identify trends and risks, and present recommendations that improve profitability and operational efficiency.<br>• Direct accounting and finance operations while maintaining adherence to applicable standards, controls, and regulatory requirements.<br>• Partner with senior leaders to develop business strategies informed by financial modeling, scenario analysis, and market considerations.<br>• Manage and develop finance team members, fostering accountability, growth, and strong cross-functional collaboration.<br>• Support risk management efforts by evaluating financial exposure and helping implement practical controls and mitigation strategies.<br>• Utilize financial systems and advanced spreadsheet analysis to streamline reporting, improve visibility, and enhance decision-making.
<p>We are looking for an experienced finance leader to guide the financial direction of our construction business in Bath, Maine. This role will oversee core planning and reporting activities while providing insight that helps leadership improve performance, manage risk, and support sustainable growth. The position also plays a key role in evaluating expansion opportunities and ensuring financial discipline across operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct companywide financial planning activities, including annual budgets, periodic forecasts, and longer-term outlooks that support strategic goals.</p><p>• Oversee timely and accurate financial statements, close processes, and analytical reviews to explain performance trends and key variances.</p><p>• Manage liquidity planning, working capital priorities, and cost oversight to maintain financial stability and operational efficiency.</p><p>• Establish and enhance accounting controls, finance policies, and reporting procedures to strengthen compliance and decision-making.</p><p>• Provide senior leadership with financial analysis, scenario modeling, and recommendations that inform business strategy and investments.</p><p>• Assess potential acquisitions through valuation analysis, due diligence, and financial modeling, then support integration efforts after transactions close.</p><p>• Partner with operational leaders to review project results, job costing, margin performance, and revenue recognition within a construction setting.</p><p>• Lead, coach, and develop finance and accounting team members to build capability, accountability, and continuous improvement.</p>
<p>Bill Watts is partnering with a growing defense contracting manufacturer who is looking to directly hiring a Director of Finance with the ability to grow into a CFO! The Director of Finance will lead all accounting and financial reporting activities for a defense manufacturing organization, ensuring compliance with U.S. GAAP, FAR, CAS, and applicable government contracting regulations. This role requires deep, hands-on experience within defense/aerospace manufacturing environments, with expertise in cost accounting, government audits, and complex contract structures. The Director of Finance will partner with operations, program management, and executive leadership to support financial performance, compliance, and strategic decision-making.</p><p>Key Responsibilities</p><ul><li>Lead all accounting operations, including general ledger, cost accounting, inventory, revenue recognition, and financial reporting</li><li>Ensure full compliance with FAR, CAS, and DCAA requirements; serve as primary liaison for government audits and reviews</li><li>Oversee month-end and year-end close processes, ensuring accuracy and timeliness</li><li>Manage project and contract accounting (e.g., cost-plus, fixed-price, T&M contracts)</li><li>Develop and maintain standard costing systems, including variance analysis for manufacturing operations</li><li>Oversee inventory accounting, including WIP, raw materials, and finished goods within a regulated manufacturing environment</li><li>Drive preparation of internal and external financial statements in accordance with GAAP</li><li>Support FP&A by partnering on budgeting, forecasting, and long-term planning</li><li>Implement and maintain strong internal controls aligned with SOX or government compliance expectations</li><li>Collaborate with supply chain and operations on cost control, margin analysis, and efficiency initiatives</li><li>Lead and develop accounting team; establish best practices and continuous improvement initiatives</li><li>Support ERP system optimization (e.g., Oracle, SAP, Deltek, or similar systems commonly used in defense manufacturing)</li><li>Ensure proper accounting treatment for government-funded R&D, capital projects, and indirect rate structures</li></ul><p><br></p><p>Preferred Qualifications</p><ul><li>Experience working in a mid-to-large defense contractor environment</li><li>Exposure to ITAR/EAR compliance considerations</li><li>Experience supporting or leading ERP implementations or system upgrades</li><li>MBA or advanced degree</li></ul><p>Key Competencies</p><ul><li>Strong technical accounting and regulatory expertise</li><li>High attention to detail and commitment to compliance</li><li>Ability to operate in a highly regulated, audit-intensive environment</li><li>Excellent communication skills, particularly with executive leadership and auditors</li><li>Strategic mindset with hands-on execution capability</li><li>Ability to partner cross-functionally with engineering, operations, and program management</li></ul>