<p>We have partnered with a non-profit on their search for a Senior Financial Analyst who has proven expertise in the understanding of the annual and operating budget process. The successful candidate will play a key role in supporting strategic decision making by providing comprehensive financial analysis and insights. In this Senior Financial Analyst role, you will assess financial opportunities, complete complex accounting analysis, generate monthly/quarterly reporting packages, prepare month end close entries, lead or assist with due diligence efforts for mergers, acquisitions, partnerships, and other business development initiatives, perform budgeting and forecasting activities, and assist in identifying new growth opportunities and potential areas for business expansion. </p><p> </p><p>Major Responsibilities</p><p>· Analysis of financial and operations processes</p><p>· Variance Analysis</p><p>· Build annual capital and operating budgets</p><p>· Financial Modeling</p><p>· Capital expense reconciliation</p><p>· Research industry trends and due diligence</p><p>· Budgeting & Forecasting</p><p>· Communicate monthly operational results</p><p>· Prepare financial presentations</p><p>· Financial Reporting</p><p>· Process Improvement</p>
We are looking for an experienced, detail-oriented finance specialist to support planning, reporting, and business decision-making for a growing manufacturing organization in Houston, Texas. This role will partner with operational and leadership teams to interpret financial results, build forward-looking analyses, and communicate clear recommendations to executives. The ideal candidate brings strong FP& A capability, understands manufacturing cost drivers, and can work effectively in both English and Spanish across multiple locations.<br><br>Responsibilities:<br>• Develop financial models, forecasts, and annual operating plans to support strategic and day-to-day business decisions.<br>• Analyze monthly and quarterly results, identify performance trends, and explain key variances against budget, forecast, and prior periods.<br>• Partner with plant and business leaders to translate financial data into practical insights that improve operational and financial performance.<br>• Prepare concise executive-level summaries, presentations, and reporting materials that clearly communicate financial outcomes and recommendations.<br>• Support the budgeting cycle by coordinating inputs, validating assumptions, and helping maintain a disciplined planning process.<br>• Monitor manufacturing-related financial drivers, including cost behavior and production impacts, to strengthen business understanding and decision support.<br>• Collaborate with teams across Spanish-speaking locations to gather information, discuss results, and ensure alignment on financial priorities.<br>• Contribute to process improvement efforts and assist with finance-related system or reporting changes when needed.
<p><strong>We are looking for an experienced Sr. Financial Analyst to join our in-person team in White Plains, New York. This role will play a central part in planning, reporting, and performance analysis by turning financial data into clear business insights. The ideal candidate brings strong modeling and forecasting expertise, sound judgment, and the ability to communicate findings effectively to leaders across the organization</strong>.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Build and refine financial models that support profit and loss analysis, scenario planning, and operational decision-making.</p><p>• Review balance sheet activity, investigate variances, and help ensure financial reporting is accurate and well supported.</p><p>• Lead budgeting and forecasting activities across departments, translating business drivers into reliable financial projections.</p><p>• Prepare recurring and ad hoc analyses that highlight performance trends, risks, and areas of opportunity for management.</p><p>• Present financial results and recommendations in a clear manner to stakeholders at different levels of the organization.</p><p>• Partner with cross-functional teams to support planning efforts, reporting needs, and broader business initiatives.</p><p>• Contribute to month-end, quarter-end, and year-end analytical processes by delivering timely financial insights and reconciliations.</p><p>• Handle sensitive financial information with professionalism while maintaining strong attention to detail and data integrity.</p>
<p>Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
<p>We are looking for a Financial Planning & Analysis Manager to help shape financial strategy and guide informed decision-making across a dynamic healthcare organization in Princeton, New Jersey. This role works closely with senior leaders and operational partners to oversee planning cycles, interpret performance trends, and deliver meaningful insights that support growth and efficiency. The ideal candidate brings strong analytical judgment, advanced modeling capability, and experience operating within a complex, multi-functional environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct organization-wide budgeting, forecasting, and longer-term financial planning activities across multiple teams and service areas.</p><p>• Build and refine financial models that support strategic planning, capital allocation, scenario analysis, and day-to-day business decisions.</p><p>• Produce recurring financial reviews that explain performance results, key variances, emerging risks, and areas of opportunity.</p><p>• Collaborate with department leadership to assess spending, track outcomes, and recommend ways to improve operational and financial effectiveness.</p><p>• Design and strengthen executive reporting tools, performance dashboards, and key metrics used to monitor business results.</p><p>• Examine financial and operational data to uncover performance drivers and support initiatives tied to growth and resource optimization.</p><p>• Prepare analysis and presentation materials for executives, board audiences, and other senior stakeholders.</p><p>• Contribute to planning system administration and help improve reporting processes, analytics capabilities, and workflow efficiency, including work with Adaptive Insights or similar platforms.</p><p>• Partner with accounting and operational teams to align budgeting, forecasting, and financial reporting practices across the organization.</p><p>• Lead ad hoc analysis, business case evaluation, and special finance projects requested by senior leadership.</p>
<p>Join our dynamic finance team as an FP& A Manager-Cost/Sales Analyst, where you will own varied responsibilities including FP& A, Sales Analysis, and Product Costing. As the FP& A Manager you will provide financial planning and analysis to support financial growth, provide insight to support strategic decision-making, partner with department heads to develop budgets and forecasts, prepare and analyze monthly, quarterly, and annual financial reports, generate financial reports for management, create financial summaries, and dashboards and reports to monitor key KPI’s, including financial due diligence and integration planning. This position offers the opportunity to combine analytical insight with operational impact-bridging finance, sales, and production to deliver meaningful cost structures and optimizing price strategies.</p><p><br></p><p><br></p><p>Major Responsibilities</p><ul><li>Oversee the development of the annual financial plan and update ongoing projections to reflect changing business conditions</li><li>Produce periodic financial performance reviews that assess results against established targets, updated projections, and historical trends</li><li>Assess business performance across sales, unit volumes, profitability, operating costs, EBITDA, liquidity, cash flow, and working capital</li><li>Identify the underlying causes of financial and operational performance gaps and present actionable recommendations to leadership</li><li>Create financial models to measure the potential impact of investment decisions, staffing plans, product launches, customer initiatives, and other business opportunities</li><li>Analyze financial performance across customer accounts, product lines, sales channels, and individual business segments to identify profitability trends</li><li>Drive pricing and margin analysis by developing pricing models, evaluating alternative pricing structures, establishing profitability thresholds, and assessing major customer opportunities.</li><li>Collaborate with Accounting, Cost Accounting, and Pricing teams to validate financial assumptions, confirm cost accuracy, and maintain data integrity</li><li>Design and maintain financial dashboards, performance metrics, business scorecards, and presentations for senior management.</li><li>Identify opportunities to strengthen budgeting and forecasting methods, streamline reporting activities, improve data reliability, and enhance overall financial processes.</li></ul>
<p>Our client in <strong>Melville, NY</strong> is seeking a <strong>Financial Analyst</strong> with <strong>2+ years of experience</strong> to join their growing finance team. </p><p>The ideal candidate will support financial planning, reporting, forecasting, and analysis efforts while helping leadership make informed business decisions. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and prepare reports to support business planning and decision-making. </li><li>Assist with budgeting, forecasting, and variance analysis. </li><li>Monitor financial performance and identify trends, risks, and opportunities.</li><li>Support month-end and year-end close processes. </li><li>Develop and maintain financial models and dashboards. </li><li>Partner with cross-functional teams to improve financial processes and reporting accuracy. </li><li>Present findings and recommendations to management. </li></ul><p><br></p>
<p>We are looking for a finance leader to guide process improvement and operational alignment across core financial functions in a manufacturing environment based in Northeastern Berks County, Pennsylvania. This individual contributor will work closely with accounting, planning, shared services, technology, and project teams to strengthen finance workflows, support enterprise system-enabled initiatives, and improve reporting consistency. The role is ideal for someone who combines strong financial acumen with systems knowledge and can help translate business needs into effective, sustainable processes.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary finance representative for transformation efforts tied to SAP-enabled process improvements across major finance workstreams.</p><p>• Translate business objectives into documented finance requirements, control expectations, performance measures, and success criteria for implementation activities.</p><p>• Partner with cross-functional stakeholders to support solution design, test planning, user acceptance activities, deployment readiness, and post-launch stabilization.</p><p>• Oversee governance of finance-related master data such as cost centers, profit centers, and reporting hierarchies while maintaining disciplined change control practices.</p><p>• Review reporting structures, process controls, and system integrations to ensure they support operational needs and financial accuracy.</p><p>• Work with accounting, FP& A, shared services, IT, and project teams to streamline workflows, improve data integrity, and increase consistency across finance operations.</p><p>• Create and refine process documentation, training content, and standard operating guidance to encourage adoption of updated ways of working.</p><p>• Track performance after go-live and lead ongoing enhancements that strengthen efficiency, usability, and business value over time.</p>
<p>Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
<p><strong>Director of Financial Planning & Analysis</strong></p><p> <strong>Location: Wilbraham, MA | Hybrid</strong></p><p> <strong>Recruiter Contact: Kelleigh Marquard – Kelleigh.Marquard@Roberthalf</strong></p><p><strong>Position ID: KM0013535324</strong></p><p>Our client, an established and growing manufacturer within a large organization, is seeking a Director of FP& A to lead financial planning and analysis for its business unit. This is a highly visible opportunity to partner directly with the BU CFO and work closely with operations and engineering leadership to shape strategy, improve performance, and support continued growth.</p><p>The ideal candidate brings strong manufacturing finance experience, an analytical mindset, and the ability to translate financial results into actionable business insights. The organization offers an impressive leadership team, meaningful exposure to business decisions, and opportunities for career advancement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead budgeting, forecasting, and strategic financial planning for the business unit.</li><li>Partner with operations and engineering leaders to evaluate performance, identify opportunities, and support business decisions.</li><li>Develop KPIs, dashboards, and management reporting that provide clear visibility into financial and operational results.</li><li>Analyze performance against budgets and forecasts, uncover underlying drivers, and recommend actions to improve results.</li><li>Prepare and present financial analyses and recommendations to senior leadership.</li><li>Build financial models and business cases to evaluate strategic initiatives, investments, and potential acquisitions.</li><li>Improve FP& A processes, reporting tools, and analytical capabilities.</li><li>Manage and develop financial staff.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Base salary of $160,000–$190,000, depending on experience level.</li><li>Company stock ownership program.</li><li>Discretionary bonus.</li><li>401(k) with a company match.</li><li>Medical, dental, and vision coverage.</li><li>Company PTO and paid holidays.</li></ul><p>If you meet the requirements for this position and are interested in learning more, please email your resume in confidence to Kelleigh Marquard at Kelleigh.Marquard@roberthalf com. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.</p>
<p>We are looking for an interim Sr. Financial Analyst to join the FP& A team in Plano, Texas. This Long-term Contract position will play a key role in budgeting, forecasting, financial reporting, and business performance analysis while helping leaders make informed strategic decisions. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex financial information into clear business recommendations.</p><p>This is a 6+ month contract position</p><p>Hybrid work schedule: 2-3 days a week in the office in Plano, TX</p><p><br></p><p><strong><u>Interim Senior Financial Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Drive the preparation of annual budgets, multi-year financial plans, and recurring forecasts to support business goals.</p><p>• Partner with departments across the organization to manage planning schedules, gather inputs, and keep deliverables on track.</p><p>• Review monthly financial performance by analyzing profit and loss results, balance sheet activity, and key operational metrics.</p><p>• Present meaningful insights on trends, financial risks, and areas of opportunity to support leadership decision-making.</p><p>• Create reporting packages, dashboards, and executive summaries that communicate business performance clearly and effectively.</p><p>• Collaborate with leaders in functions such as sales, marketing, and operations to assess results and guide investment decisions.</p><p>• Develop and maintain financial models, scenario planning tools, and business cases that support forecasting and strategic analysis.</p><p>• Strengthen data accuracy, uphold financial controls, and contribute to improvements in FP& A processes and systems, including enterprise finance platforms when needed.</p>
<p>Our client in <strong>Melville, NY</strong> is seeking a <strong>Financial Analyst</strong> with <strong>2+ years of experience</strong> to join their growing finance team.</p><p>The ideal candidate will support financial planning, reporting, forecasting, and analysis efforts while helping leadership make informed business decisions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and prepare reports to support business planning and decision-making.</li><li>Assist with budgeting, forecasting, and variance analysis.</li><li>Monitor financial performance and identify trends, risks, and opportunities.</li><li>Support month-end and year-end close processes.</li><li>Develop and maintain financial models and dashboards.</li><li>Partner with cross-functional teams to improve financial processes and reporting accuracy.</li><li>Present findings and recommendations to management.</li></ul><p><br></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 Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Kimberly Casey</strong> with Robert Half is looking for an accomplished <strong><em>Chief Financial Officer</em></strong> to join the executive leadership team in the Eugene, Oregon area. This role offers the opportunity to influence enterprise-wide strategy for a long-established manufacturing organization with diverse operations and a strong market presence. The CFO will work closely with ownership and senior leadership to improve financial performance, support organizational change, and position the business for sustained growth. This is a highly visible leadership position suited for a strategic executive who is equally comfortable driving analysis, decision-making, and operational partnership.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Shape financial strategy in collaboration with ownership, senior executives, and the Board to support long-term business objectives.</p><p>• Lead initiatives that improve margins and operational performance across multiple business units within a complex manufacturing environment.</p><p>• Provide financial guidance for restructuring efforts and help align resources, reporting, and decision-making with evolving business needs.</p><p>• Strengthen relationships with banking partners and evaluate capital structure options as financing needs change over time.</p><p>• Oversee enterprise risk management and insurance planning for a multi-entity organization with varied operational exposures.</p><p>• Advance budgeting, forecasting, and financial planning processes to deliver clearer insight into performance and profitability.</p><p>• Direct the continued enhancement of financial systems and process efficiencies, including ongoing work related to ERP platform.</p><p>• Mentor and develop the accounting and finance function, fostering strong leadership, accountability, and career growth within the team.</p><p>• Serve as a trusted advisor to operational leaders by translating financial data into practical recommendations that support better business decisions.</p>
<p><strong><u>**On-site Monday–Friday in a beautifully remodeled office space** - Applicants must be local</u></strong></p><p><br></p><p>We are looking for a Financial Analyst to support financial reporting, planning, and performance analysis for our transport operations in Antioch, Tennessee. This role plays a key part in monthly close activities, budget development, and forecast reporting while helping leaders make informed business decisions. The ideal candidate brings strong analytical capability, sound accounting knowledge, and the ability to translate financial data into clear recommendations for cross-functional stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain budgeting and forecasting models that support short- and long-term business planning.</p><p>• Prepare recurring financial reports and deliver timely performance updates to leadership and key stakeholders.</p><p>• Analyze financial results to uncover trends, explain variances, and project future business performance.</p><p>• Create scenario-based models to evaluate factors such as pricing, market conditions, and distribution impacts.</p><p>• Partner with teams across finance and other business functions to gather inputs, validate assumptions, and align reporting needs.</p><p>• Review financial records and reports, investigate discrepancies, and resolve inconsistencies in a timely manner.</p><p>• Provide documentation and reporting support for internal and external audit requests.</p><p>• Assist with intercompany accounting activities and related reporting requirements.</p><p>• Recommend improvements that strengthen reporting accuracy and enhance financial controls.</p>
<p>We are partnering with a growing, well-established, privately held organization in Houston, TX that is looking to add an experienced <strong>Corporate Controller</strong> to their team. This is a hands-on leadership position for someone who can operate at both a <strong>technical and strategic level</strong>. The Corporate Controller will oversee key areas of the accounting function, lead and develop an experienced team, and serve as a trusted partner to senior finance leadership.</p><p>The organization is looking for more than someone who can manage deadlines and review work. This person should be able to independently research accounting matters, identify issues before they reach executive leadership, improve the quality of financial reporting, and bring thoughtful recommendations to the table.</p><p><strong><u>Controller Responsibilities: </u></strong></p><ul><li>Provide leadership and oversight across the corporate accounting function.</li><li>Manage, coach, and develop accounting professionals while establishing clear expectations around quality, accuracy, and deadlines.</li><li>Review monthly financial reporting and ensure accounting issues are identified and resolved appropriately.</li><li>Oversee accounting activities across a complex, multi-entity organizational structure.</li><li>Serve as a technical accounting resource and research complex or evolving accounting matters as needed.</li><li>Review work prepared by the accounting team and ensure financial information is complete and well-supported before executive review.</li><li>Coordinate with external audit and tax professionals and manage related schedules, workpapers, and information requests.</li><li>Provide oversight of certain tax compliance activities and review work prepared internally before submission to outside advisors.</li><li>Support cash management, banking, and other corporate finance activities.</li><li>Maintain and strengthen accounting policies, procedures, and internal controls.</li><li>Partner with senior leadership on budgeting, forecasting, financial analysis, and other planning activities.</li><li>Provide accounting support for investments, organizational changes, and other non-routine business activity.</li><li>Lead special projects involving accounting processes, reporting, systems, and operational improvements.</li><li>Identify opportunities to improve efficiency and reduce unnecessary review or manual work within the accounting organization.</li><li>Serve as a key resource to senior finance leadership and provide additional oversight across the department as needed.</li></ul><p><strong><u>What Makes This Opportunity Attractive</u></strong></p><p>This is an opportunity to become a <strong>key partner to senior finance leadership</strong> rather than simply oversee the monthly close.</p><p>The Corporate Controller will have meaningful responsibility for improving the quality and efficiency of the accounting function while helping develop the team beneath them. The position offers broad exposure across technical accounting, financial reporting, tax coordination, cash management, planning, and special projects.</p><p>For someone who enjoys being hands-on but also wants a seat at the table for higher-level finance initiatives, this role provides significant visibility, ownership, and the ability to make a measurable impact on the organization.</p><p><br></p><p><strong>If you are interested in this role, apply today or reach out to Casey Engeling directly on LinkedIn!</strong></p>
We are looking for a Strategic Finance & FP& A Manager to help guide financial strategy for a growing ecommerce business in Henderson, Nevada. This position partners closely with senior leadership to turn financial data into practical recommendations that support expansion, profitability, and informed decision-making. The role is centered on planning, forecasting, performance analysis, and operational insight rather than transactional accounting. The ideal candidate brings a strong analytical mindset, sound business judgment, and the ability to build structure in a fast-evolving environment.<br><br>Responsibilities:<br>• Lead the company’s budgeting cycle and develop ongoing forecasts across monthly, quarterly, annual, and rolling planning horizons.<br>• Monitor actual performance against plans, explain material variances, and highlight emerging business risks and upside opportunities.<br>• Prepare and maintain short-term and long-range cash flow models, including analysis of liquidity needs and the financial impact of growth investments.<br>• Evaluate working capital trends by reviewing inventory, receivables, and payables to support healthy cash management decisions.<br>• Create profitability reporting across products, categories, locations, and sales channels to improve pricing, purchasing, and investment choices.<br>• Assess cost and margin drivers such as materials, labor, freight, duties, packaging, and manufacturing inputs to identify opportunities for improvement.<br>• Build decision-support models for new locations, expansion plans, capital spending, and other strategic initiatives, including break-even and payback analysis.<br>• Produce executive-level reporting packages and scorecards that convert complex financial results into clear insights and actionable recommendations.<br>• Strengthen financial processes by improving reporting accuracy, connecting operational data sources, and identifying opportunities to streamline manual analysis through scalable tools and dashboards.
<p><strong>Are you in Audit and thinking about making the move in-house?</strong></p><p>If you’re auditing <strong>VC, PE, or alternative investment clients</strong> and considering your next move before busy season hits, let’s talk. This could be a great opportunity to take your experience in-house, gain broader business exposure, and join a team that is forward-thinking about AI and automation.</p><p> </p><p><strong>About the Opportunity</strong></p><p>A leading early-stage venture capital firm is seeking a <strong>Fund Accountant</strong> to join its finance and operations team. Reporting to the Controller, this role will support accounting, reporting, and fund operations across multiple venture funds and related entities. This is a chance to gain broad exposure to <strong>fund accounting, investor reporting, audits, tax, and fund operations.</strong> This is a great opportunity for someone looking to build on their accounting experience and deepen their exposure to the venture capital space while working on a small, collaborative team.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support accounting and reporting for multiple venture funds</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Prepare reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Assist with investor reporting, audits, tax processes, and K-1s</li><li>Support management company and GP accounting, including month-end close</li><li>Partner with external fund administrators, auditors, and tax providers</li><li>Contribute to process improvements and special projects as the firm grows</li></ul><p> </p>
<p>Jenny with Robert Half is working with a healthcare organization that is looking for an experienced <strong>Director of Patient Financial Services</strong> to guide revenue cycle operations and strengthen financial performance. This Director of Patient Financial Services role is responsible for shaping efficient billing and receivables practices, supporting regulatory adherence, and promoting a service-focused experience for patients. The ideal Director of Patient Financial Services candidate brings strong operational insight, sound financial judgment, and a collaborative approach to improving outcomes across patient accounts and reimbursement activities.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead daily and long-range patient financial services operations, ensuring billing, collections, payment adjustments, and accounts receivable activities are managed effectively.</li><li>Direct, mentor, and evaluate team members while building a culture of accountability, continuous growth, and high-quality service.</li><li>Establish departmental priorities, track operational and financial results, and introduce targeted improvements to strengthen revenue cycle performance.</li><li>Maintain compliance with applicable government regulations, payer rules, and organizational standards related to patient accounts and reimbursement practices.</li><li>Review workflow design and implement process enhancements that improve productivity, accuracy, and the overall patient financial experience.</li><li>Oversee department budgeting, staffing plans, and resource allocation to support service goals and financial expectations.</li><li>Analyze key revenue cycle indicators and reporting trends, then take corrective action to address variances and improve cash performance.</li><li>Partner with providers, insurers, and internal hospital leaders to resolve complex billing matters and support timely reimbursement.</li><li>Manage the effective use of patient accounting and revenue cycle systems to support reliable data, operational consistency, and accurate financial reporting.</li><li>Address escalated patient account concerns with sound judgment while contributing to broader organizational improvement initiatives.</li></ul>
<p>We are looking for a Senior Financial Analyst to join a growing organization in Frisco, Texas, and help strengthen financial planning and decision support across the business. This position offers the chance to contribute within a newly established shared services environment, where strong analytical thinking and sound financial judgment will have visible impact. The ideal candidate brings advanced modeling skills, a solid grasp of accounting fundamentals, and the ability to turn financial and operational data into meaningful guidance for leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead budgeting, recurring forecast cycles, and longer-range planning activities to support business performance and growth objectives.</p><p>• Create and refine financial models, reporting tools, and dashboards that improve visibility into results and key performance drivers.</p><p>• Evaluate monthly and quarterly financial outcomes, explain variances, and deliver insights that support informed leadership decisions.</p><p>• Produce customized analyses and reports when standard systems do not meet business needs, using strong spreadsheet and data-handling capabilities.</p><p>• Work closely with accounting and operational partners to validate financial information and ensure consistency between forecasts, reporting, and actuals.</p><p>• Prepare materials for periodic business reviews, translating complex financial data into clear summaries for senior stakeholders.</p><p>• Contribute to special projects, scenario planning, and ad hoc analysis tied to strategic initiatives and changing business priorities.</p><p>• Help design scalable planning and reporting processes that support the continued development of the shared services function.</p>
We are looking for a Senior Financial Analyst to support financial planning, performance reporting, and operational decision-making for the business in Nashua, New Hampshire. In this role, you will turn financial and operational data into practical insights that help leaders improve results, manage risk, and plan effectively. The position offers the opportunity to work closely with cross-functional stakeholders while influencing budgeting, forecasting, and long-term business performance.<br><br>Responsibilities:<br>• Analyze monthly results, forecasts, and operating trends to highlight performance gaps, emerging risks, growth opportunities, and the factors influencing outcomes.<br>• Build and refine analytical models that address financial and operational questions using relevant systems, data sources, and reporting tools.<br>• Deliver clear financial reports and present insights to leaders, helping guide decisions with well-supported recommendations.<br>• Contribute to annual budgets, recurring forecasts, long-range plans, and supporting reports that inform business strategy.<br>• Assess business cases, capital spending proposals, and resource planning decisions in partnership with operational and functional leadership.<br>• Provide finance support for cross-department initiatives aimed at improving efficiency, performance, and overall business results.<br>• Establish and monitor key performance indicators to measure success and identify areas needing attention or improvement.<br>• Share effective analytical methods, reporting practices, and useful tools with other finance team members when appropriate.
<p>We are looking for a Financial Analyst to contribute to the organization’s core finance operations in Eatontown, New Jersey. This position supports planning, reporting, and performance analysis while helping maintain reliable financial records and actionable business insights. The role is well suited for someone who is comfortable working across accounting and finance activities, partnering with different teams, and turning data into meaningful recommendations.</p><p><br></p><p>Benefits: Medical, Dental, Vision </p><p><br></p><p>Responsibilities:</p><p>• Prepare recurring financial reports and budget updates for leadership and corporate stakeholders.</p><p>• Support month-end close by recording journal entries, monitoring accruals, and helping complete closing tasks accurately and on schedule.</p><p>• Review inventory activity and purchasing patterns by analyzing sell-through rates, turnover, and items with slow movement.</p><p>• Examine sales, product, cost, margin, and inventory data to identify trends and produce business performance reports.</p><p>• Contribute to forecasting and annual budget planning by gathering inputs, updating models, and tracking assumptions.</p><p>• Create and maintain finance and accounting reports that support day-to-day operations and management decision-making.</p><p>• Help strengthen accounting practices by documenting and improving financial policies and procedures.</p><p>• Process accounts payable transactions, coordinate invoice payments, and assist with general ledger maintenance.</p>
<p>We are looking for a Financial Analyst to join our healthcare client's finance team in Augusta, GA. This role will turn complex financial and operational data into clear insights that guide leadership actions, with a strong emphasis on revenue cycle performance and reporting accuracy. The position will also contribute to month-end activities, recurring analytics, and the development of scalable tools that improve visibility into business results.</p><p><br></p><p>Responsibilities:</p><p>• Analyze data from financial and operational systems for trends, track performance, and support planning decisions</p><p>• Create and maintain dashboards and recurring reports that track key financial indicators</p><p>• Evaluate financial activity by reviewing activity to find patterns to identify issues and opportunities for improvement</p><p>• Partner with accounting, operations, IT, and clinical stakeholders to improve data quality and align reporting across teams</p><p>• Conduct ad hoc financial analysis for leadership, translating detailed findings into practical recommendations</p><p><br></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 Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><br></p>