We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives.<br><br>Responsibilities:<br>• Develop and implement firm-wide strategies for the Addepar platform to optimize data architecture, reporting capabilities, and system performance.<br>• Establish and maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios.<br>• Design and deliver tailored client reporting solutions in collaboration with advisory teams, ensuring alignment with regulatory and firm standards.<br>• Manage and mentor the Client Reporting Analyst, fostering growth and a culture of continuous improvement.<br>• Oversee the onboarding process for new clients and entities, ensuring seamless integration into Addepar and related systems.<br>• Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors, to support firm-wide objectives.<br>• Identify opportunities to improve reporting processes, enhance efficiency, and drive innovation.<br>• Serve as the primary escalation point for all Addepar-related initiatives and provide expertise to resolve complex issues.
<p><strong>Overview:</strong></p><p>The Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>
<p>We are looking for a dedicated investment accountant to join our team in the Twin Cities. This opportunity is ideal for professionals with a background in fund accounting who are ready to contribute to financial reporting, compliance, and operational excellence. As part of a collaborative environment, you will work closely with various teams and play a vital role in ensuring the integrity of accounting processes and results.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the accounting and monthly close processes for assigned funds, coordinating with fund administrators to maintain accurate operating schedules.</p><p>• Review financial statements, including monthly, quarterly, and annual reports, ensuring compliance with GAAP standards for investment companies.</p><p>• Manage year-end audit processes by liaising with internal teams and external auditors across different jurisdictions.</p><p>• Collaborate with internal departments to ensure transactional accuracy and uphold the integrity of accounting outcomes.</p><p>• Support the adoption and implementation of new accounting policies while ensuring compliance with existing standards.</p><p>• Prepare and analyze ad-hoc financial reports requested by senior management to support decision-making.</p><p>• Verify compliance with fund agreements and related documentation, addressing any discrepancies.</p><p>• Assist with investor inquiries, fund structuring, and operational tasks within the Fund Operations group as needed.</p>
<p><strong>Robert Half has partnered with a well-respected CPA firm in Boulder in search of a Tax Accountant! The Tax Accountant position is paying $70,000-$100,000!</strong></p><p><br></p><p><strong>The Tax Accountant will be responsible for the following: </strong></p><ul><li>Prepare and review federal and state income tax returns for individuals, partnerships, S corporations, and C corporations to ensure accuracy and compliance.</li><li>Develop and present tax planning strategies aimed at minimizing liabilities and enhancing financial outcomes for clients.</li><li>Build and sustain strong client relationships by understanding their financial needs and providing tailored tax advice.</li><li>Assist clients during tax audits by resolving issues, preparing documentation, and addressing inquiries from taxing authorities.</li><li>Conduct research on complex tax matters and provide detailed analysis of findings to ensure compliance with current regulations.</li><li>Stay informed about changes in federal, state, and local tax laws, applying updated knowledge to client engagements.</li><li>Collaborate with internal teams across accounting and advisory functions to offer comprehensive financial solutions.</li><li>Utilize software tools like Lacerte Tax to ensure efficient and accurate tax preparation processes.</li></ul><p><strong>Requirements for the Tax Accountant include:</strong></p><ul><li>Bachelor's Degree in Accounting, Finance or Business</li><li>2+ years of public tax accounting experience</li><li>CPA (nice to have, but not required)</li></ul><p><strong>If interested in the Tax Accountant position, please click "Apply Now" below!</strong></p>
<p>We are looking for a dedicated and meticulous Client Services Associate to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail.</li><li>Keep client records organized and ensure information in company systems is current.</li><li>Liaise with custodians to promptly resolve any service or account issues.</li><li>Prepare materials for client meetings, communications, and mailings.</li><li>Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment.</li><li>Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience.</li><li>Assist advisors by collecting and organizing financial information for client accounts.</li><li>Support financial planning initiatives and perform investment research as required.</li><li>Compile performance reports and reconcile data to maintain accuracy.</li><li>Draft correspondence and documentation for client interactions.</li></ul><p><br></p>
We are looking for a highly skilled Senior Financial Analyst to join our dynamic team in Dallas, Texas. In this role, you will lead financial planning and analysis activities, including financial modeling, reporting, and budgeting processes. Your expertise will contribute to the strategic decision-making process by providing actionable insights and collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Manage comprehensive financial planning and analysis (FP& A) functions, including the creation of detailed financial models and preparation of monthly, quarterly, and annual reports.<br>• Conduct thorough reviews of profit and loss statements, oversee reforecasting processes, and analyze budget versus actual performance to identify key variances.<br>• Collaborate with teams across the organization, such as Accounting, Operations, Asset Management, and Capital Markets, to reconcile and analyze financial data and performance metrics.<br>• Develop and refine processes to enhance the accuracy, efficiency, and productivity of FP& A activities, ensuring continuous improvement over time.<br>• Analyze qualitative and quantitative data from multiple systems to identify trends and provide meaningful insights that support business objectives.<br>• Assist in preparing high-quality presentations and reports for senior leadership, board members, investors, and other key stakeholders.<br>• Lead and support ad-hoc projects, including automating reporting processes, building dashboards, and creating data visualizations to aid decision-making.<br>• Define and document business requirements for various initiatives, ensuring alignment between technical solutions and organizational needs.<br>• Participate in user acceptance testing to confirm that project deliverables meet business goals and are executed within set timelines.
<p>We are looking for a dedicated Controller to oversee and optimize our financial operations in Sacramento, California. This role is critical in ensuring accurate financial reporting, compliance, and the overall fiscal health of the organization. The ideal candidate will lead a skilled accounting team, drive strategic planning, and implement best practices to support the company’s growth.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and consolidate financial statements, ensuring compliance with relevant regulations and standards.</p><p>• Manage all accounting operations, including accounts payable, accounts receivable, payroll, and general ledger functions.</p><p>• Lead the budgeting and forecasting process, providing financial insights to support business decisions.</p><p>• Develop and enforce internal controls to safeguard company assets and ensure the integrity of financial data.</p><p>• Coordinate tax filings and collaborate with external auditors to meet compliance requirements.</p><p>• Mentor and supervise the accounting team, fostering growth and collaboration.</p><p>• Enhance financial systems and processes, with a focus on optimizing accounting software tools like QuickBooks Online.</p><p>• Provide strategic financial advice to senior leadership, evaluating growth opportunities and business partnerships.</p><p>• Monitor key financial metrics and analyze performance to support long-term planning.</p><p>• Ensure timely and accurate monthly, quarterly, and annual financial reporting for internal and external stakeholders.</p>
We are looking for an experienced Project Manager/Sr. Consultant to join our team in Richmond, Virginia. In this long-term contract position, you will play a pivotal role in leading enterprise-wide system selection and planning efforts within the financial services industry. This role requires a strategic thinker who can engage stakeholders, evaluate system options, and deliver executive-level insights to guide decision-making and implementation readiness.<br><br>Responsibilities:<br>• Conduct comprehensive analysis of existing systems, processes, and data architecture to identify gaps and opportunities for improvement.<br>• Manage the evaluation of potential system options, including various cloud-based platforms and data-driven solutions, ensuring objective assessments.<br>• Collaborate closely with project teams and stakeholders through workshops, journey mapping, and requirements gathering to ensure alignment.<br>• Develop and present executive-level reports, including dashboards, status updates, and recommendations on risks and decisions.<br>• Lead the product selection process by defining evaluation criteria, creating scoring matrices, and conducting reference checks.<br>• Prepare implementation plans for the selected solution, including scope, requirements, service-level agreements, and vendor selection criteria.<br>• Define a strategic roadmap with clear milestones, focusing on immediate wins that support business growth.<br>• Establish data governance and integration strategies that align with security and regulatory standards within the financial services sector.<br>• Explore and recommend AI and machine learning applications for enhanced insights, automation, and personalization.<br>• Coordinate change management efforts and training to ensure successful adoption of new systems.
The ideal candidate will be experienced in the financial services industry with a strong business analysis toolkit. This person should have a proven ability to engage with all levels of the organization, including C-suite executives of large corporations along with staff support at all levels. This person will have successfully led full lifecycle projects across multiple disciplines. The position may include other duties as directed by the leadership team. <br><br><br>This is an on-site position based at our Plano, TX headquarters location. No relocation assistance provided.<br><br><br>Essential Duties & Responsibilities (included but are not limited to):<br>• Manage daily activities related to project scope, budget and schedule to advance the work of multiple projects and process improvement initiatives<br>• Quickly identify the business needs and translate into business requirements, exhibiting comprehensive knowledge of the Bank's business and system flows within the organization<br>• Oversee the implementation of projects by developing or coordinating project plans, facilitating meetings, gaining consensus and creating appropriate communications of status to senior management<br>• Develop, analyze and manage project schedules and appropriate project management documentation<br>• Actively seek to understand the Bank's organization, business areas, systems and applications in order to contribute to the overall successful execution of its initiatives<br>• Negotiate project plans, timeframes and trade-offs with Business Partners understanding the impacts to the project and enterprise<br>• Coordinate with third party vendors to provide services, deploy new technologies and assist with projects requiring their expertise<br>• Write detailed business description of user needs, program functions and steps required to develop or modify processes<br>• Make recommendations to management to help identify methods, procedures and technologies that enhance project processes and improve deliverables<br>• Accurately depict and report on project status to management through use of Smartsheet and other tools<br>• Help identify risks and issues and their impact on project success in order to facilitate mitigation plans or escalating alternative solutions as needed<br>• Other projects as assigned by manager<br><br><br>Qualifications (Education, Computer Skills, Certifications, Etc.):<br>• Bachelor's degree in business or equivalent required<br>• Five (5) years plus Business and Technical Project Management experience in a financial services organization<br>• Knowledge or retail banking operations and loan servicing strongly desired<br>• Must be proficient in the use of tools: Microsoft Excel, PowerPoint, Word, Sharepoint and Visio<br>• Preferred experience using Smartsheets for project Management or Microsoft Project<br>• Excellent verbal and written communication skills and organizational skills<br>• Very strong consultative skills and the ability to define requirements based on minimal input from stakeholders<br>• Demonstrated experience with relationship building, collaboration and team facilitation<br>• Must be able to work in a fast-paced environment that is continuously changing<br>• Robust decision-making skills and ability to navigate complex challenges<br>• PMP certification preferred by not required
We are looking for an experienced Chief Financial Officer (CFO) to lead and oversee financial operations for a government agency based in Richmond, Virginia. This role requires a strategic thinker with expertise in financial management, resource allocation, and public-private partnerships. The CFO will play a critical role in advancing the agency’s mission through sound fiscal practices and innovative funding strategies.<br><br>Responsibilities:<br>• Direct administrative functions related to finance, budgeting, procurement, human resources, risk management, IT, and public relations.<br>• Prepare and submit applications for Low Income Housing Tax Credits, bonds, and mixed-income financing, while managing federal and non-federal grant funding.<br>• Negotiate contracts, purchase agreements, leases, and financing documents for real estate transactions, including redevelopment projects tied to public housing.<br>• Ensure sufficient funding to support programs, services, and activities aligned with the agency’s strategic plan.<br>• Provide financial advice and recommendations to the Board of Commissioners and the Chief Executive Officer.<br>• Oversee fiscal operations such as accounts payable and receivable, grants management, financial reporting, and cash flow management.<br>• Direct the creation and monitoring of the agency’s budget, ensuring alignment with strategic goals and effective resource allocation.<br>• Conduct financial analyses, manage agency investments, and monitor progress toward fiscal objectives.<br>• Evaluate cost-effectiveness of programs and recommend alternative funding sources as needed.<br>• Develop innovative revenue-generating strategies, leveraging public-private partnerships and other financing models.
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Concord, California. This role is integral to maintaining accurate financial records and ensuring compliance with reporting standards. The ideal candidate will have strong analytical skills and a thorough understanding of accounting principles.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead preparation of recurring US GAAP and non-GAAP financial reports, ensuring accuracy and compliance with all accounting standards.</li><li>Maintain disclosure checklists and ensure adherence to GAAP and reporting requirements.</li><li>Monitor updates to accounting standards and assess potential impacts on financial statements.</li><li>Manage complex accounting for non-routine transactions, including business combinations, debt modifications, equity conversions, consolidations, and other special projects.</li><li>Conduct advanced accounting analyses related to goodwill impairment, reporting units, and non-controlling interests.</li><li>Collaborate with teams across accounting, finance, legal, audit, and IT to resolve technical accounting, revenue recognition, and reporting issues.</li><li>Oversee audit engagements, providing timely updates and supporting efficient completion of audit processes.</li><li>Coordinate with external auditors, supplying documentation and guidance throughout annual testing.</li><li>Assist with internal audit and SOX compliance initiatives.</li><li>Perform key month-end close duties, including journal entries and account reconciliations.</li><li>Support tax compliance by preparing documentation and coordinating with external advisors on federal, state, and local filings.</li></ul><p><br></p>
<p>Robert Half is partnering with a small financial services client in the Denver on a Portfolio Administrator opening<b>. </b>This position plays a critical role in supporting the day-to-day operations of our investment portfolios. The ideal candidate will have at least 1 year of experience in portfolio administration, investment operations, or a related financial services role. This is an excellent opportunity for someone looking to grow their career in asset and wealth management.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support portfolio managers and advisors in daily operational tasks related to client investment portfolios</li><li>Monitor cash and security positions to ensure portfolios are in line with targets and trading activity</li><li>Process trade settlements, corporate actions, and reconciliation of accounts across custodians</li><li>Liaise with custodians, brokers, and internal teams to resolve discrepancies or service issues</li><li>Maintain accurate records of client portfolios and assist with reporting and performance metrics</li><li>Assist in onboarding of new client accounts and account maintenance, including billing and fee calculations</li><li>Prepare and deliver periodic client statements, reports, and data for internal and external use</li><li>Ensure compliance with internal policies, regulatory requirements, and industry best practices</li><li>Support technology and process improvements to enhance operational efficiency</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced and visionary finance leader to join our team on a part-time, as-needed basis. As the FP& A consultant, you will play a pivotal role in overseeing financial operations and guiding strategic planning initiatives for an engineering-focused organization. This is a long-term parttime contract position where your expertise will drive budgeting, forecasting, and financial reporting processes to ensure operational success. 100% REMOTE. This is a parttime position. Must have experience in the engineering industry.</p><p><br></p><p><strong><u>Parttime Financial Planning & Analysis resource:</u></strong></p><p>Responsibilities:</p><p><em>Must have a background with an engineering firm</em></p><p>• Lead and oversee the development of annual budgets and ensure alignment with organizational goals.</p><p>• Manage month-end close processes, ensuring accuracy and timeliness of financial reporting.</p><p>• Develop and maintain efficient budgeting procedures, supporting the organization’s strategic objectives.</p><p>• Prepare comprehensive financial reports and analyses to guide executive decision-making.</p><p>• Forecast cash flow projections and provide actionable recommendations to optimize financial performance.</p><p>• Spearhead strategic planning efforts, collaborating with cross-functional teams to achieve long-term objectives.</p><p>• Deliver operational reporting insights that drive efficiency and performance across departments.</p><p>• Provide leadership and guidance to FP& A teams, ensuring excellence in financial planning and analysis.</p><p>• Partner with engineering teams to align financial strategies with project goals and organizational priorities.</p><p>• Monitor and improve financial systems and processes to support scalability and growth.</p>
<p><strong>Job Description: Senior Accountant</strong></p><p>The Senior Accountant plays a crucial role in managing and overseeing financial activities, ensuring the accuracy of accounting records, and providing strategic support during financial decision-making. Responsible for preparing complex financial reports, supervising staff, and implementing efficient accounting processes, this individual is integral to the success of the organization’s overall financial health and compliance. Senior Accountants often serve as trusted advisors to leadership and partner with other departments in achieving business objectives.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Financial Reporting and Analysis</strong>: Prepare, review, and analyze financial statements, reports, and budgets to ensure alignment with organizational goals and compliance with accounting standards </li><li><strong>Account Reconciliation</strong>: Oversee high-level account reconciliations, including general ledger accounts, to ensure accuracy in financial records </li><li><strong>Month-End and Year-End Closing</strong>: Manage and lead closing procedures, ensuring deadlines are met while maintaining accurate documentation.</li><li><strong>Audit Support</strong>: Support annual and ad-hoc audits, working closely with external auditors by providing necessary documentation and reports.</li><li><strong>Tax Compliance</strong>: Assist in preparing tax filings and ensure compliance with local, state, and federal regulations</li><li><strong>Team Leadership</strong>: Supervise and mentor junior accounting staff, providing guidance and reviewing their work to ensure standards are upheld.</li><li><strong>Internal Controls</strong>: Develop and implement robust internal controls to mitigate risk, improve accuracy, and ensure compliance with policies.</li><li><strong>Special Projects</strong>: Participate in financial planning initiatives, process improvements, and analysis of strategic opportunities to ensure financial health</li><li><strong>Cross-Functional Collaboration</strong>: Work collaboratively with other departments, such as finance, operations, and leadership, to streamline accounting processes and provide actionable financial insights.</li></ul>
<p><strong>Controller – Kapolei, Hawaii</strong></p><p><br></p><p><strong>Overview:</strong> Robert Half is recruiting for a Controller on behalf of our client, a rapidly growing and profitability-focused organization located in Kapolei, Hawaii. In business for less than five years, our client has quickly established a strong market presence and seeks a strategic Controller to drive financial management, reporting, and team leadership as they continue to scale.</p><p><br></p><p><strong>Work Arrangement:</strong> Hybrid schedule (on-site and remote flexibility)</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead all core accounting operations, including month-end close, general ledger management, reconciliations, and financial statement preparation.</li><li>Drive the budgeting, strategic forecasting, and cash management functions to support the organization's growth and objectives.</li><li>Ensure the accuracy and integrity of financial reports (balance sheets, income statements, cash flow analyses), presenting actionable insights to executive leadership.</li><li>Develop, implement, and refine internal controls, policies, and procedures that maintain compliance with US GAAP, tax laws, and all relevant regulations.</li><li>Oversee all aspects of accounts payable, accounts receivable, fixed assets, and debt schedules—including monitoring, reporting, and negotiations with financial institutions.</li><li>Evaluate current accounting systems, recommending and overseeing enhancements to drive efficiency, automation, and scalability in the finance department.</li><li>Mentor, supervise, and develop a small accounting team, fostering a collaborative culture of accountability and professional growth.</li><li>Partner with cross-functional teams on strategic initiatives, contributing financial expertise to business decisions and growth opportunities.</li><li>Manage financial audits and coordinate with external audit partners and tax advisors, ensuring full compliance and readiness.</li><li>Stay abreast of industry trends, technology, and best practices to continuously improve finance operations.</li></ul>
We are looking for a skilled Financial Analyst/Manager to lead and optimize financial planning and analysis efforts within our organization. This role requires a strategic thinker who can deliver actionable insights, drive financial performance, and support decision-making at the executive level. Based in Stamford, Connecticut, the position offers an exciting opportunity to shape the financial strategies of a dynamic team.<br><br>Responsibilities:<br>• Oversee the budgeting, forecasting, and planning processes to ensure alignment with organizational goals and strategic objectives.<br>• Build and maintain detailed financial models to support capital planning, profitability assessments, and long-term growth strategies.<br>• Analyze financial data and trends, providing senior management with insights and recommendations to drive informed decision-making.<br>• Collaborate with various business units to design tailored budgets, forecasts, and performance metrics that meet their operational requirements.<br>• Prepare and present accurate financial reports, including variance analyses and risk/opportunity assessments, for executive stakeholders.<br>• Conduct financial due diligence and scenario modeling to support strategic initiatives such as mergers, acquisitions, or process improvements.<br>• Serve as a trusted advisor to leadership by delivering financial insights that guide business strategies and priorities.<br>• Lead, mentor, and develop a high-performing FP& A team, fostering innovation and a culture of continuous improvement.
<p>Our trusted client is seeking an experienced Part-Time Senior Tax Accountant Consultant for a long-term engagement. This role requires a highly skilled and detail-oriented individual who excels in managing tax preparation, reconciliations, and financial data accuracy. This part-time role is located in Grosse Point, Michigan.</p><p><br></p><p>The Day-to-Day Responsibilities:</p><p><br></p><p>• Prepare and file accurate individual, corporate, and sales tax returns on a quarterly and annual basis.</p><p>• Perform detailed account reconciliations, including bank accounts, ensuring all financial records match and discrepancies are resolved.</p><p>• Utilize QuickBooks to transfer, input, and organize financial information while maintaining system integrity.</p><p>• Review and correct any missing or incomplete data to ensure compliance and accuracy.</p><p>• Handle ad hoc tax-related tasks, including personal tax assistance during peak seasons such as April and year-end.</p><p>• Ensure all tax filings are completed on time and adhere to applicable regulations.</p><p>• Collaborate with internal and external stakeholders to address tax inquiries and provide support.</p><p>• Monitor and maintain up-to-date knowledge of tax laws and regulations.</p><p>• Assist with sales tax compliance and reporting requirements.</p><p>• Provide expert advice and guidance on tax-related matters to optimize financial operations.</p>
We are looking for a skilled Public Tax Accountant to join our team in Boulder, Colorado. In this role, you will leverage your expertise in individual, partnership, and corporate tax preparation to provide high-quality financial services to clients. This position offers the opportunity to collaborate with professionals and help clients navigate complex tax situations with confidence.<br><br>Responsibilities:<br>• Prepare and review federal and state income tax returns for individuals, partnerships, S corporations, and C corporations to ensure accuracy and compliance.<br>• Develop tailored tax planning strategies to minimize liabilities and support clients' financial goals.<br>• Build and maintain strong client relationships by understanding their unique tax and financial needs.<br>• Provide support during tax audits, including resolving issues with taxing authorities and preparing necessary documentation.<br>• Stay informed on updates to federal, state, and local tax laws and conduct research on complex tax matters.<br>• Collaborate with accounting and advisory teams to deliver comprehensive financial solutions.<br>• Ensure all tax filings are completed accurately and submitted on time.<br>• Identify opportunities for process improvements in tax preparation and client service delivery.<br>• Offer strategic insights on tax implications related to business decisions and financial planning.
<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong></p><ul><li><strong>Associate:</strong> $130K–$160K + Bonus + Outstanding Benefits</li><li><strong>Vice President:</strong> $160K–$190K + Bonus + Outstanding Benefits</li></ul><p><strong>About the Firm</strong></p><p>Join a highly respected investment and advisory firm based in San Francisco, managing significant multigenerational wealth across a broad range of asset classes. Guided by core values of <strong>excellence, partnership, and integrity</strong>, the firm is known for building enduring relationships rooted in trust.</p><p>With a team of over 150 professionals, the firm offers a full spectrum of services—including investment management, financial planning, tax strategy, and philanthropic advisory. You’ll be part of a collaborative, growth-oriented culture where meaningful impact is at the heart of everything we do.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This newly created role within the <strong>Business Technology Integration (BTI)</strong> team offers a unique chance to shape and lead the firm’s data governance strategy. You’ll work cross-functionally with business, legal, and technology leaders to establish frameworks that ensure data integrity, security, and usability—ultimately strengthening organizational trust and operational excellence.</p><p>If you thrive on bringing clarity to complexity, championing data stewardship, and driving thoughtful innovation, this role is for you.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Design & Implement Governance Frameworks:</strong> Develop scalable, enterprise-wide data governance programs across Microsoft 365 and key SaaS platforms.</li><li><strong>Data Protection & Classification:</strong> Define and enforce policies for data classification, retention, and access control.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with legal, technology, and operations teams to embed governance into daily workflows.</li><li><strong>Monitoring & Risk Mitigation:</strong> Create dashboards and conduct audits to ensure compliance and reduce data-related risks.</li><li><strong>Education & Enablement:</strong> Lead training initiatives and develop documentation to foster a culture of data responsibility and awareness.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>A collaborative, kind, and intellectually curious team</li><li>Exceptional benefits, including:</li><li>100% employer-paid medical, dental, and vision for employees and dependents</li><li>2% profit share + 5% 401(k) match</li><li>Unlimited PTO (with two consecutive weeks required annually)</li><li>Flexible “work anywhere” weeks during Thanksgiving and Christmas</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this opportunity aligns with your next career move.</p>
<p>We are looking for a detail-oriented Retirement Plan Administrator to join our team in Appleton, Wisconsin. This role involves ensuring compliance with recordkeeping standards, analyzing plan provisions, and delivering accurate data reports that meet quality benchmarks. The ideal candidate will be committed to growth and possess a strong knowledge of retirement plans.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and ensure compliance with recordkeeping standards and plan provisions as outlined in individual plan documents.</p><p>• Analyze and test retirement plan provisions to ensure adherence to regulatory and service standards.</p><p>• Prepare and deliver accurate data reports within established quality guidelines.</p><p>• Collaborate with internal teams to address compliance-related issues and improve processes.</p><p>• Stay updated on industry trends and regulations to enhance effectiveness in delivering client expectations.</p><p>• Support the administration of 401(k) and RRSP plans, ensuring proper procedures are followed.</p><p>• Contribute to ongoing development efforts to deepen knowledge of retirement plan administration.</p><p>• Assist in the management of retirement plans, ensuring all requirements are met.</p>
<p>Are you a finance leader who thrives in a manufacturing environment and enjoys being a true business partner? We’re seeking a <strong>Plant Controller</strong> to join our team and play a critical role as the voice of the business and trusted advisor to senior leadership. This is a highly visible position with the opportunity to drive change, improve processes, and directly impact plant performance.</p><p><br></p><p>What You’ll Do:</p><ul><li>Lead and manage all financial activities at the plant, including accounts receivable, accounts payable, and cash flow.</li><li>Oversee month-end close and deliver timely, accurate financial reporting in compliance with GAAP.</li><li>Drive robust cost accounting practices, monitoring and analyzing costs, margins, and variances while identifying improvement opportunities.</li><li>Ensure effective internal controls to safeguard company assets.</li><li>Partner with plant management and corporate finance to deliver meaningful financial insights and reports.</li><li>Collaborate with operations to develop KPIs and drive accountability.</li><li>Manage inventory valuation and physical counts.</li><li>Support corporate finance during external audits.</li><li>Identify and implement process improvements across finance and operational reporting.</li></ul><p><br></p>
<p>Join our prestigious Financial Management Rotation Program, where you will acquire comprehensive insights into the financial components of our operations and corporate finance functions. This unique opportunity allows you to understand intricate parts of our business, utilize your in-depth education and previous work experience, and actively contribute to our corporate objectives.</p><p><br></p><p>Your 24-month rotational assignment will provide you exposure to essential business departments, such as business planning, mortgage banking, homebuilding operations, treasury/cash management, and internal audit. With successful completion, you will be promoted to Financial Business Partner and seamlessly transition into an operational role within one of our company's regional offices.</p><p><br></p><p>Major Responsibilities:</p><p>- Undertake two significant 12-month assignments in critical corporate finance functions such as Internal Audit and Financial Planning.</p><p>- Independently conduct operational, financial statement, and special investigation audits. Also be involved in risk assessment, scoping, testing, and reporting to better learn and understand the business.</p><p>- Develop and communicate intelligent solutions and recommendations to operational management and executive leadership.</p><p>- Evaluate emerging ESG (Environment, Social, and Governance) trends and implement necessary action.</p><p>- Prepare robust financial analysis and reports to assist management in vital business decisions.</p><p>- Assist in the execution of monthly forecast and annual business planning.</p><p>- Conduct ad hoc analysis and present the findings to the management.</p><p><br></p><p>Please apply directly to this post or contact Lee Chernett (VP at Robert Half Finance & Accounting) with questions via LinkedIn or by calling 571.297.9074.</p>
<p><strong>Job Description: Financial Analyst</strong></p><p>The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing strategic insights to help the organization make informed business decisions. This role involves evaluating financial performance, identifying trends, forecasting future earnings, and contributing to the planning and budgeting process. The Financial Analyst collaborates with cross-functional teams and provides recommendations to improve financial outcomes and support long-term company goals.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare and present accurate financial reports, dashboards, and summaries to management.</li><li><strong>Data Analysis</strong>: Analyze financial data, including revenue, expenses, and profitability, to identify trends and opportunities for improvement.</li><li><strong>Forecasting</strong>: Develop financial models to forecast future performance and help the organization plan strategically.</li><li><strong>Budgeting</strong>: Assist in the preparation and monitoring of annual budgets, ensuring alignment with organizational objectives.</li><li><strong>Variance Analysis</strong>: Perform variance analysis to compare actual results to budgets and forecasts and provide explanations for discrepancies.</li><li><strong>Market Research</strong>: Conduct industry and market research to benchmark financial performance and identify competitive opportunities.</li><li><strong>Business Support</strong>: Collaborate with departments to provide financial insights that inform key business decisions.</li><li><strong>Compliance</strong>: Ensure compliance with financial regulations, standards, and internal policies related to reporting and analysis.</li><li><strong>Risk Assessment</strong>: Evaluate potential financial risks and propose strategies to mitigate them.</li><li><strong>Continuous Improvement</strong>: Identify and implement process improvements to increase efficiency in financial analysis and reporting.</li></ol><p><br></p>
<p>This search is being conducted by Steve Spinello.</p><p><br></p><p>We are looking for an experienced Senior FP& A Analyst to play a pivotal role in shaping the financial strategies of our manufacturing operations. This position offers an excellent opportunity to collaborate with executive leadership, providing critical insights and data-driven recommendations to drive organizational success. If you excel in financial modeling, thrive in dynamic environments, and are passionate about making a tangible impact, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models to support strategic planning, valuation analysis, and capital market decisions.</p><p>• Lead the budgeting process, quarterly forecasts, and long-term financial planning to ensure organizational goals are met.</p><p>• Partner with leadership to deliver actionable insights through detailed scenario modeling and high-impact financial analyses.</p><p>• Track financial performance against plans, preparing variance analyses and presenting recommendations to guide strategic adjustments.</p><p>• Create and refine executive dashboards and management reports to enhance decision-making across key stakeholders.</p><p>• Build pricing strategies and investment decision models to support critical organizational initiatives.</p><p>• Identify opportunities for process improvements and automation within financial reporting and modeling functions.</p><p>• Collaborate with cross-functional teams to ensure seamless integration of operational data into financial forecasts.</p><p>• Monitor key performance indicators (KPIs) and provide detailed reporting on business-critical metrics.</p>
We are looking for a detail-oriented Fund Administrator I specializing in Financial Reporting to join our team in Richmond, Virginia. In this role, you will be responsible for preparing and analyzing financial statements, supporting audits, and ensuring compliance with reporting standards. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.<br><br>Responsibilities:<br>• Prepare accurate financial statements and customized shareholder reports, including balance sheets, cash flow analyses, and earnings data.<br>• Review financial performance metrics and address advisor inquiries related to fund performance.<br>• Compile necessary documentation and support materials for annual audits.<br>• Manage multiple tasks and deadlines, ensuring timely delivery of reports and client needs.<br>• Adapt to evolving client priorities and regulatory requirements while maintaining high-quality work.<br>• Collaborate with team members to coordinate and execute long-term financial projects.<br>• Conduct thorough analysis of accounting data to ensure accuracy and compliance.<br>• Participate in additional assignments and projects as requested by management.
