<p>Position Summary</p><p>Seeking an experienced FP&A Manager to lead financial planning, budgeting, forecasting, and performance analysis across North America and Latin America. This role partners with senior leadership to deliver actionable insights, improve financial performance, ensure reporting accuracy, and identify cost-saving opportunities.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead annual budgets, forecasts, business reviews, and financial consolidations.</li><li>Monitor KPIs, analyze financial performance, and report on variances and trends.</li><li>Partner with senior leaders to provide strategic insights and cost optimization recommendations.</li><li>Oversee business controlling, cost allocations, and boutique profitability analysis.</li><li>Ensure accurate reporting, compliance with internal controls, and audit readiness.</li><li>Conduct ad hoc financial analysis and drive improvements in reporting and forecasting processes.</li></ul><p><br></p>
<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><strong>Anisa Henry 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>✨ Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing & Respected Investment Platform</p><p>💰 Competitive Base + Bonus + Awesome Benefits</p><p><br></p><p>Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Finance Associate</strong> serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Financial Planning & Analysis Manager to join a growing insurance organization in Jersey City, New Jersey. This role is ideal for a finance specialist who can translate complex business performance into clear forecasts, actionable insights, and well-supported recommendations for leadership. The position offers the opportunity to work closely with cross-functional stakeholders in a collaborative environment while contributing to budgeting, reporting, and strategic planning activities.<br><br>Responsibilities:<br>• Lead the budgeting, forecasting, and long-range planning process to support financial decision-making across the business.<br>• Build and maintain financial models that evaluate performance trends, business drivers, and future scenarios.<br>• Analyze monthly and quarterly results, explain key variances, and present meaningful insights to senior leaders.<br>• Partner with operational and business teams to improve expense management and strengthen financial visibility.<br>• Prepare management reports, dashboards, and presentations that communicate financial performance in a clear and concise manner.<br>• Support strategic initiatives by assessing financial impact, identifying risks, and recommending data-driven actions.<br>• Use planning and reporting tools, including Adaptive Insights, to enhance forecasting accuracy and streamline analysis.<br>• Contribute to ongoing improvements in financial planning processes, reporting standards, and internal controls.
We are looking for an experienced IT Financial Analyst to join a waste and environmental services organization in Pennsylvania. This contract opportunity with permanent potential is ideal for someone who can bridge technology finance, vendor oversight, and contract administration while helping leaders maintain visibility into IT spending. The role will support budgeting accuracy, financial reporting, and cross-functional coordination with procurement and legal partners in a fast-paced environment.<br><br>Responsibilities:<br>• Lead analysis of IT expenditures by comparing forecasts, budgets, and actual results to identify trends, gaps, and corrective actions.<br>• Review accruals and reconcile financial records to improve accuracy in monthly and periodic technology spend reporting.<br>• Partner with procurement stakeholders to monitor purchase requests, vendor quotes, contract terms, and agreement status across the purchasing lifecycle.<br>• Coordinate with legal and procurement teams to support contract evaluations, renewal planning, and documentation follow-up for technology vendors.<br>• Build and maintain reporting models, reconciliations, and financial tracking tools using advanced spreadsheet capabilities and enterprise systems.<br>• Produce clear summaries and dashboards that help stakeholders understand portfolio costs, vendor commitments, and budget performance.<br>• Support governance of IT financial data by organizing spend details, contract information, and supporting records for ongoing review.<br>• Work with business and technology teams to improve the quality, consistency, and usability of financial and procurement-related data.<br>• Use tools such as SQL, SAP, BusinessObjects, and Google Sheets to analyze information and deliver actionable insights for decision-making.
<p>Join a rapidly growing organization where you'll partner with business leaders to drive financial strategy, support growth initiatives, and provide insights that influence key decisions. This highly visible role offers the opportunity to work across multiple functions, translating complex financial data into clear recommendations that improve performance and profitability. </p><p><br></p><p><strong>Key Responsibilities: </strong></p><ul><li> Develop and manage sales, margin, and profitability forecasts to support monthly, quarterly, and annual planning. </li><li>Partner with teams across marketing, commerce, merchandising, operations, and accounting to evaluate performance, identify risks, and uncover growth opportunities. </li><li>Analyze business trends, market dynamics, and financial results to deliver actionable insights and recommendations to leadership. </li><li>Lead recurring reporting processes, including KPI tracking, forecast updates, and operating expense reviews. </li><li>Collaborate with accounting and data teams to enhance the accuracy, transparency, and reliability of financial reporting. </li><li>Prepare executive-level presentations, forecasts, and strategic analyses for senior leadership and board discussions. </li><li>Support high-priority business initiatives, long-range planning efforts, and cross-functional strategic projects. </li><li>Drive process improvements that enhance forecasting, reporting, and overall finance team efficiency. </li></ul><p>This is an excellent opportunity for someone who enjoys partnering with the business, solving complex problems, and helping shape strategic decision-making in a fast-paced environment.</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.
We are looking for a Financial Analyst/Manager to support institutional planning and financial decision-making for a university environment in Irvine, California. This role oversees the annual budgeting cycle, leads forecasting activities throughout the year, and delivers meaningful analysis that helps departments manage resources effectively. The position also partners closely with campus leaders to evaluate financial performance, assess new proposals, and provide clear reporting on budget variances and trends.<br><br>Responsibilities:<br>• Lead the full annual budgeting cycle, coordinating with finance partners, faculty, and administrative teams to develop plans aligned with organizational priorities.<br>• Prepare and present monthly comparisons of actual results against budget, highlighting key variances and recommending actions to improve financial performance.<br>• Build and maintain rolling forecasts, scenario models, and what-if analyses to identify risks, opportunities, and expected financial outcomes.<br>• Review departmental financial activity and spending patterns using budgeting and accounting tools to strengthen cost control and support informed decision-making.<br>• Partner with budget owners across the organization to monitor revenue and expenses, address emerging issues, and help keep operations on track with approved plans.<br>• Assess the financial viability of program proposals, pro formas, and funding requests by analyzing assumptions, projected results, and strategic fit.<br>• Monitor restricted funds and related balances on a regular basis, providing recommendations on the appropriate use and release of available resources.<br>• Maintain financial structures such as departments and cost centers within the accounting framework to support accurate reporting and budget oversight.<br>• Track profitability by program and revenue source, including development and upkeep of cost allocation methodologies.<br>• Contribute to external and regulatory reporting requirements by preparing financial data, analysis, and supporting documentation as needed.
<p>We are looking for a Project Finance Manager to join a growing renewable energy organization in Northern Virginia. This role will help secure and execute capital solutions across a portfolio of community solar, distributed generation, solar-plus-storage, and standalone storage assets. The position offers the opportunity to work closely with internal teams and external financing partners to advance projects from development through closing.</p><p><br></p><p>Responsibilities:</p><p>• Lead support for financing activities involving sponsor equity, tax equity, joint venture equity, and debt facilities for renewable energy projects.</p><p>• Build, refine, and manage detailed financial models used to evaluate transaction structures, project returns, and investment scenarios.</p><p>• Coordinate multiple transactions simultaneously, guiding each opportunity through diligence, documentation, negotiation, and financial close.</p><p>• Partner with development, origination, operations, and legal colleagues to align financing requirements with project execution plans.</p><p>• Assist in structuring commercial terms for solar and energy storage investments to support portfolio growth and capital deployment.</p><p>• Analyze project economics, funding assumptions, and risk factors to inform decision-making across development and acquisition efforts.</p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established Bay Area wealth management and multi-family office is seeking an experienced <strong>Tax Manager</strong> to launch and lead a newly established tax practice. Managing approximately $2B in assets, the firm works with an exclusive client base of ultra-high-net-worth individuals, including technology entrepreneurs, venture capital investors, and senior executives.</p><p>This is a unique opportunity for a hands-on tax professional to take ownership of a growing function from the ground up. You will play an instrumental role in developing the firm's tax capabilities, providing comprehensive tax preparation and strategic planning services while working closely with the investment, wealth management, and family office teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the preparation and technical review of complex individual, trust, gift, and entity tax returns, including Forms 1040, 1041, 709, 1065, and 1120-S.</li><li>Develop and implement customized tax strategies for high-net-worth families with complex financial structures and multistate filing requirements.</li><li>Advise clients on sophisticated tax matters, including Qualified Small Business Stock (QSBS), equity compensation, partnership taxation, charitable giving, tax-loss harvesting, and estimated tax obligations.</li><li>Serve as a trusted tax advisor, collaborating directly with clients, estate planning attorneys, investment professionals, and external accounting partners.</li><li>Manage federal and state tax correspondence, notices, and related resolution matters.</li><li>Integrate tax planning into clients' broader financial strategies, including investment portfolios, liquidity needs, cash flow projections, and estate planning.</li><li>Establish the practice's tax technology infrastructure, selecting software, developing efficient workflows, and incorporating AI-driven solutions where appropriate.</li><li>Implement internal controls, regulatory compliance standards, and quality assurance procedures to support the practice.</li><li>Take an active role in shaping the department's long-term strategy, including identifying future hiring needs and opportunities for expansion.</li></ul><p><br></p>
<p>We're looking for someone who is naturally curious, analytical, and eager to learn the operational side of the business. You don't need to have experience with every aspect of labor analytics today, but you should have the financial foundation, business acumen, and desire to become a trusted advisor to leadership.</p><p>This role is perfect for an FP&A professional who wants to step out from behind the spreadsheet, influence decisions, and accelerate their path toward finance leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead company-wide budgeting, forecasting, and long-range planning activities across multiple business units and operating entities.</p><p>• Create and refine financial models, cash flow outlooks, and scenario analyses to support leadership decisions and strategic planning.</p><p>• Review actual performance against plans, prior periods, and key targets, then highlight trends, risks, and improvement opportunities.</p><p>• Analyze labor-related performance indicators such as billable hours, labor rates, overtime, utilization, productivity, and margin performance.</p><p>• Develop reporting packages, executive dashboards, and KPI summaries that provide clear visibility into financial and operational results.</p><p>• Partner with operational leaders, branch management, accounting, and executives to connect business activity with financial outcomes and recommendations.</p><p>• Support board-level and executive presentations by preparing concise analyses and translating complex data into actionable insights.</p><p>• Assist with acquisition-related modeling, due diligence, and the incorporation of newly acquired businesses into planning and reporting structures.</p><p>• Strengthen reporting accuracy and consistency by improving data quality, standardization, and reporting processes across the organization.</p>
<p>Full medical coverage including dental and vision and 401K with company match is available. </p><p><br></p><p><strong>Position Overview</strong></p><p>Our client is seeking an experienced <strong>FP&A Manager</strong> to lead financial planning, forecasting, budgeting, and performance analysis initiatives. This role will partner closely with senior leadership to provide strategic insights, improve financial visibility, and support key business decisions. The ideal candidate is highly analytical, business-minded, and comfortable working in a fast-paced, growth-oriented environment.</p><p>Responsibilities</p><ul><li>Lead the annual budget, quarterly forecast, and long-range planning processes.</li><li>Develop and maintain financial models to support strategic decision-making and business initiatives.</li><li>Analyze monthly financial results, identify variances, and provide actionable recommendations to leadership.</li><li>Prepare and present financial reports, dashboards, and management reporting packages.</li><li>Partner with department leaders to monitor spending, evaluate performance, and identify opportunities for cost savings and revenue growth.</li><li>Support month-end and quarter-end close processes through financial analysis and reporting.</li></ul><p><br></p>
<p>We have partnered with a successful retailer on their search for a Finance Manager with substantial FP&A leadership expertise. The Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, assess profitability, cash flow, financial risk, valuation changes, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P&L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>· Collaborate with internal teams to access financial performance and cost efficiency</p><p>· Analyze financial data and prepare monthly, quarterly, annual reports</p><p>· Coordinate with management team on profit loss analysis</p><p>· Report on various investment analysis</p><p>· Develop financial models and pricing strategies to support sales and margin improvement</p><p>· Implement internal controls and financial procedures to safeguard company assets</p><p>· Establish reporting tools and dashboards that provide leadership with timely visibility into business performance</p>
We are looking for an experienced Finance Manager to support a growing organization in Arlington, Virginia within the government contracting sector. This Long-term Contract position will lead essential finance and accounting activities for a newly established entity, ensuring accurate reporting and strong financial oversight. The role is well suited for someone who can balance hands-on accounting leadership with the financial demands of federal contract environments.<br><br>Responsibilities:<br>• Direct monthly and annual close activities, ensuring financial results are completed accurately and on schedule.<br>• Produce timely financial statements and management reports that support leadership decision-making and compliance needs.<br>• Oversee day-to-day accounting operations, maintaining strong controls across general ledger activity and related processes.<br>• Manage project-based accounting tasks for government contracts, including cost tracking and financial analysis.<br>• Prepare and review indirect rate calculations to support contract compliance and internal financial planning.<br>• Contribute financial input to proposal development by assembling cost data and supporting pricing efforts.<br>• Use Deltek Costpoint to maintain accounting records, generate reports, and support finance operations.<br>• Partner with internal stakeholders to improve reporting accuracy and maintain alignment with organizational and contract requirements.
<p>Our nonprofit employee union client is seeking an experienced Finance Manager to support a government-affiliated organization in Oakland, California, on a Contract basis. This role will oversee daily finance operations, guide a team of eight, and partner closely with the Finance Director to keep core accounting functions running smoothly during an interim period. The position is well suited for a hands-on leader who can manage full-cycle finance activities, maintain compliance, and bring structure to a fast-moving environment. The role is hybrid, onsite 4 days and is expected to pay $60-70 DOE.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day accounting operations across accounts payable, accounts receivable, payroll, and related financial workflows</p><p>• Lead and support a finance team of eight by setting priorities, reviewing output, and helping staff maintain strong performance standards</p><p>• Partner with the Finance Director to manage ongoing departmental activities and address operational needs as they arise</p><p>• Oversee month-end and year-end close activities, including reconciliations, audit preparation, and financial accuracy reviews</p><p>• Perform and review bank account and credit card reconciliations to ensure complete and accurate records</p><p>• Coordinate with Human Resources on payroll-related matters, employee changes, and other cross-functional finance processes</p><p>• Monitor contract-related financial activity, track changes, and help ensure proper documentation and compliance</p><p>• Use systems such as Great Plains, Concur, and related platforms to manage reimbursements, accounting records, and reporting needs</p><p>• Identify process improvement opportunities, adjust workflows when business demands shift, and help maintain effective financial controls</p>
<p>Are you a finance professional who thrives in a high-ownership role and enjoys partnering directly with leadership? Our client, a <strong>stable, well-established organization with a strong tenure and reputation</strong>, is seeking a <strong>Finance Manager</strong> to join their team in a highly visible position.</p><p> </p><p>This is an excellent opportunity for someone who wants to step into a role where they can make a real impact. As the <strong>sole finance professional on the team</strong>, you will have the ability to influence decisions, drive analysis, and serve as a trusted partner across the business. We are looking for someone with strong experience in <strong>ALM, risk, finance, and scenario modeling</strong>, along with a strategic mindset and the ability to work independently. Exposure to <strong>accounting</strong> is a plus.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Lead financial analysis and support strategic business decisions through modeling and forecasting</li><li>Manage and refine <strong>asset-liability management (ALM)</strong> analysis and related financial reporting</li><li>Perform <strong>risk analysis</strong> and develop scenario models to support planning and decision-making</li><li>Build and maintain financial models used for forecasting, stress testing, and business performance evaluation</li><li>Partner with leadership to provide insights on financial trends, risks, and opportunities</li><li>Support budgeting, forecasting, and long-range planning initiatives</li><li>Prepare clear and concise financial presentations, reporting packages, and decision-support materials</li><li>Help improve finance processes, reporting, and controls</li><li>Collaborate cross-functionally with accounting and operational partners as needed </li></ul><p><strong>Why Candidates Will Be Interested</strong></p><ul><li>Join a <strong>tenured company</strong> with a strong foundation and long-term stability</li><li>Step into a <strong>high-impact, visible role</strong> with meaningful ownership</li><li>Work closely with leadership and help influence strategic decisions</li><li>Enjoy the opportunity for <strong>internal advancement and promotion</strong></li><li>Be the go-to finance expert for the team</li></ul><p> </p><p>If you have the right background in <strong>ALM, risk, finance, and scenario modeling</strong> and are looking for a role where your expertise will be recognized and valued, we encourage you to apply immediately to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf.</p><p> </p>
We are looking for an experienced Finance Manager to support key financial operations for a Contract position based in Kingston, New Hampshire. This role will guide core accounting and planning activities, deliver meaningful financial insights, and help leaders make informed business decisions. The ideal candidate brings strong analytical capability, hands-on reporting experience, and a solid background in managing month-end and forecasting processes.<br><br>Responsibilities:<br>• Lead the monthly close cycle by reviewing financial activity, preparing supporting schedules, and helping ensure timely and accurate results.<br>• Build and maintain financial models that support budgeting, scenario planning, and operational decision-making.<br>• Prepare clear and reliable financial reports for leadership, highlighting trends, risks, and performance drivers.<br>• Analyze financial results against plan and prior periods to identify variances and recommend next steps.<br>• Develop forecasts that reflect current business conditions and update projections as new information becomes available.<br>• Support grant-related accounting activities by tracking funding, monitoring compliance, and maintaining proper documentation.<br>• Partner with cross-functional stakeholders to gather inputs, improve financial visibility, and strengthen planning accuracy.
<p><strong>Finance Manager/Government or Non-Profit </strong> </p><p>• Lead the financial administration of a major county program with substantial annual funding responsibility, ensuring sound budget oversight and fiscal stewardship.</p><p>• Develop operating approaches that align with federal and state funding rules to improve reimbursement opportunities and maximize revenue recovery.</p><p>• Manage agency-wide financial reporting and client-related accounting activities, including the preparation of quarterly statements, invoices, and supporting documentation.</p><p>• Build and monitor annual budgets and planning documents for both county and state needs-based funding, ensuring timely submission and accuracy.</p><p>• Evaluate financial and client data to identify patterns, measure operational results, and support informed decision-making.</p><p>• Establish fiscal controls, maintain compliant procedures, and oversee reconciliations between agency and county financial records.</p><p>• Coordinate internal and external audits, respond to auditor requests, and prepare year-end confirmations and related financial materials.</p><p>• Supervise fiscal and eligibility leadership staff, assign priorities, review work quality, and provide coaching, training, and technical guidance.</p><p>• Oversee client eligibility and redetermination processes tied to grant and program funding, helping ensure accurate claiming and regulatory compliance.</p><p>• Partner with agency leadership and finance stakeholders to balance workloads, support payroll-related reporting, and carry out additional operational duties as needed.</p>
<p>We are looking for a Finance Manager to help shape business decisions through thoughtful planning, rigorous analysis, and clear financial storytelling. Based in New York, this role will partner with leadership to evaluate performance, improve forecasting accuracy, and translate complex data into practical recommendations. The ideal candidate brings strong modeling skills, a sharp analytical mindset, and the ability to build tools that support fast, informed decision-making in a FinTech environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage driver-based operating and financial models that support planning and guide strategic business decisions</p><p>• Oversee the annual budgeting cycle and prepare quarterly forecast updates that reflect changing business conditions</p><p>• Lead monthly business performance reviews by analyzing results, identifying trends, and presenting clear insights to senior leadership</p><p>• Create business case models and contribution margin analyses to support prioritization and resource allocation decisions</p><p>• Maintain and enhance financial dashboards, reporting frameworks, and analytical models to improve visibility and consistency</p><p>• Apply automation and AI-enabled workflows to streamline recurring financial analysis and reporting activities</p><p>• Partner on high-impact initiatives involving pricing strategy, capital planning, and make-versus-buy evaluations</p>
<p><em>The salary range for this position is $110,000 - $125,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Summary</strong></p><p>The Finance Manager, Southeast Region is responsible for support of the regional and local financial reporting and processes for the Southeast region. This role will support the regional finance director and local market leaders with accurate financial reporting, budgeting, forecasting, and understanding risk and opportunities within the market. The successful candidate will possess a solid knowledge of financial processes including month/quarter/year-end reporting, budgeting and forecasting, sales pipeline tracking, commissions calculations and financial systems. The position will report to the Regional Finance Director, Southeast and involves developing strong relationships with local office leaders and internal finance and corporate partners. </p><p><strong> </strong></p><p><strong>Essential duties and responsibilities</strong></p><ul><li>Serve as a key financial and people leader for the local office management team, providing guidance, mentorship, and support to develop a high-performing finance team.</li><li>Support regional and market financial processes (commission calculations, revenue posting, pipeline tracking, etc.) while fostering teamwork and accountability within the finance team.</li><li>Lead the development, consolidation, and analysis of the annual plan and quarterly reforecasts, ensuring clarity and collaboration across stakeholders.</li><li>Oversee the preparation of monthly financial reporting packages, delivering insights and analysis through effective communication with local management to facilitate understanding and action planning.</li><li>Act as a liaison with the corporate accounting team on revenue recognition, accounts receivable, balance sheet reconciliations, and general accounting, ensuring clear communication and collaboration.</li><li>Manage and review bi-weekly commission payroll, ensuring accuracy and fairness in compensation processes.</li><li>Supervise and develop day-to-day processes and responsibilities of regional financial analysts, promoting growth, coaching, and continuous improvement.</li><li>Build and maintain strong relationships with Regional Finance Directors, FP&A teams, and other stakeholders, fostering a collaborative and transparent working environment.</li><li>Lead critical projects and provide value-added ad hoc analysis, demonstrating strong stakeholder management and influencing skills.</li><li>Promote a culture of continuous learning, accountability, and teamwork within the finance team and across the organization.</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>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!!</strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong><em>Title: Finance Manager </em></strong></p><p><strong><em>Location: Boston, Back Bay (3 days in office/week)</em></strong></p><p><strong><em>Competitive base (BOE) to $150k + bonus (20-25% target)</em></strong></p><p><br></p><p>Our client, a private equity firm, is seeking a Finance Manager.</p>
We are looking for a Finance Manager to support informed decision-making through thoughtful analysis, forward-looking planning, and clear financial insight. Based in Cambridge, Massachusetts, this role partners with business leaders to evaluate performance, identify trends, and strengthen financial visibility across key areas. The ideal candidate brings strong analytical judgment, a practical approach to modeling, and the ability to translate complex data into actionable recommendations.<br><br>Responsibilities:<br>• Develop financial models and forecasting tools that support planning, budgeting, and strategic evaluation.<br>• Analyze operating results and investigate variances between actual performance and financial expectations.<br>• Produce ad hoc analyses that help leadership assess business questions, risks, and opportunities.<br>• Interpret large data sets using data mining techniques to uncover patterns, trends, and performance drivers.<br>• Partner with cross-functional stakeholders to deliver financial insight that supports business decisions and operational priorities.<br>• Prepare clear summaries and presentations that communicate findings, assumptions, and recommendations to leadership.<br>• Monitor key financial metrics and recommend actions to improve efficiency, accuracy, and overall performance.
We are looking for an experienced Finance Manager to support critical financial operations and provide strategic insight for the organization in Louisiana. This Long-term Contract position is ideal for a finance specialist who can guide reporting, planning, and performance analysis while partnering with key stakeholders. The role will focus on delivering accurate financial information, strengthening forecasting processes, and helping leadership make informed business decisions.<br><br>Responsibilities:<br>• Lead monthly close activities to ensure timely, accurate completion of financial results and supporting reconciliations.<br>• Develop financial models that evaluate performance trends, business scenarios, and planning assumptions.<br>• Prepare clear, well-organized reports that present financial outcomes and highlight key drivers affecting results.<br>• Analyze operational and financial data to identify risks, opportunities, and areas for improved efficiency.<br>• Build forecasts and planning projections that support short- and long-range decision-making.<br>• Collaborate with internal leaders to review budget performance and provide actionable financial recommendations.<br>• Monitor variances against plans and communicate findings with meaningful business context.<br>• Support finance-related process improvements that enhance reporting accuracy and overall effectiveness.