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738 results for Financial Analyst! jobs

AI Business Analyst/Consultant

Atlanta, GA
onsite
Temporary to Hire
43.738 - 55.25 USD / Hourly
We are looking for an AI Consultant to help shape and deliver Microsoft Copilot solutions for enterprise teams in Atlanta, Georgia. This contract opportunity with permanent potential centers on turning business needs into practical AI-enabled workflows by connecting Microsoft technologies with core business platforms. The role blends business analysis, solution design, and hands-on collaboration to improve productivity, strengthen governance, and support scalable adoption across the organization. Responsibilities:• Iidentify where Microsoft Copilot can create measurable efficiency and workflow improvements.• Deliver integrations that connect Copilot capabilities with Azure services, Microsoft 365 applications, and enterprise platforms through APIs and related tools.• Partner with business leaders, technical teams, and end users to gather requirements, define use cases, and translate needs into solution plans.• Evaluate existing workflows and recommend automation opportunities that align AI functionality with operational goals.• Resolve technical and functional issues during implementation, testing, and rollout to support stable deployments.• Establish solution approaches that address security, compliance, performance, and long-term scalability requirements.• Coordinate with cross-functional stakeholders to ensure AI-enabled solutions are adopted effectively and deliver business value
2026-06-18T00:00:00Z

Revenue Cycle Management Analyst

Minnetonka, MN
remote
Temporary / Contract
25 - 45 USD / Hourly
We are looking for a Revenue Cycle Management Specialist to support revenue cycle operations for a behavioral health organization in Minnetonka, Minnesota. This contract position focuses on accurate billing, efficient claim handling, and consistent follow-through across core revenue cycle activities. The ideal candidate will bring hands-on experience in medical billing and claims processing while helping maintain timely reimbursement and strong operational performance. Responsibilities:<ul><li>Manage day-to-day billing activities by reviewing charges, preparing claims, and ensuring submissions are completed accurately and on schedule.</li><li>Investigate claim issues and resolve billing discrepancies by working through denials, rejections, and payment variances.</li><li>Monitor accounts throughout the revenue cycle to support prompt reimbursement and reduce outstanding balances.</li><li>Review medical claims for completeness and compliance before transmission to payers and other relevant parties.</li><li>Maintain detailed records of billing actions, claim status updates, and follow-up efforts within established workflows.</li><li>Collaborate with internal teams to address documentation gaps, correct account issues, and improve claim outcomes.</li><li>Apply revenue cycle best practices to strengthen billing accuracy, streamline processes, and support financial performance.</li><li>Assist with department wide reporting and analysis </li><li>Present regular analysis to senior leadership, acknowledging trends and area of opportunity</li><li>Document process and procedures</li></ul>
2026-06-12T00:00:00Z

Operations Finance Manager

Lancaster, PA
onsite
Permanent / Full Time
120000 - 130000 USD / Yearly
We are looking for an Operations Finance Manager to drive financial performance across logistics, distribution, and fulfillment activities. This role partners closely with supply chain and operations leaders to improve cost visibility, strengthen forecasting, and support profitable decision-making. The ideal candidate brings a strong command of operational finance, cost analysis, and working capital management within a manufacturing or distribution environment. This role is based in Lancaster, PA Responsibilities:<ul><li> Lead financial oversight for logistics, fulfillment, and working capital performance, providing guidance that supports sound operational decisions.</li><li> Manage the accounting and analysis of distribution spending, freight activity, and supply chain cost center results to ensure accurate reporting and timely review.</li><li> Translate operational and financial data into actionable recommendations that improve resource use and support margin performance.</li><li> Identify cost risks early, evaluate potential business impact, and recommend corrective actions to reduce unexpected financial outcomes.</li><li> Prepare monthly outlooks and quarterly forecast updates for cost of goods sold, freight, and distribution expenses.</li><li> Support annual planning activities and align financial expectations with the 18-month sales and operations planning cycle.</li><li> Produce reliable net working capital forecasts with particular attention to inventory flow, logistics costs, and fulfillment-related drivers.</li><li> Partner with cross-functional teams on logistics and fulfillment initiatives, validating financial timing, savings assumptions, and project results.</li><li> Develop and maintain costing tools, standard cost structures, and allocation methodologies for imports, third-party sourcing, and internal supply activities.</li><li> Serve as a key operations finance system resource, contributing to process improvements that enhance efficiency, inventory accuracy, and audit-ready costing practices.</li></ul>
2026-05-27T00:00:00Z

Lease Admin Analyst

Toms River, NJ
remote
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Lease Admin Analyst to support lease administration activities for a portfolio of properties in a remote capacity while aligned to business hours serving the client. This is a Long-term Contract opportunity for someone who can manage lease-related records, review invoices, respond to landlord questions, and maintain accurate documentation throughout the lease lifecycle. The role is well suited to someone who understands lease terms, financial workflows, and the importance of data accuracy across systems such as Salesforce. You will play a key part in keeping lease information current, processing related transactions, and supporting day-to-day administration with a high level of accountability. Responsibilities:• Administer lease records from initial documentation through amendments, renewals, notices, and ongoing file maintenance.• Review incoming invoices and supporting documents, verify charges against lease terms, and coordinate payment processing within established workflows.• Address landlord inquiries by researching lease details, resolving discrepancies, and providing timely, accurate follow-up.• Maintain and update lease data in Salesforce and related databases to ensure complete, current, and reliable records.• Perform quality checks on lease abstractions, critical dates, square footage details, addresses, and financial terms to support data integrity.• Route lease documents, notices, and approvals to the appropriate stakeholders while tracking status and required next steps.• Reconcile lease-related financial information, including rent obligations and other payment items, to help ensure accurate administration.• Support lease administration reporting and documentation needs using Microsoft Office tools and internal systems.• Assist with process-related updates or system workflow changes as needed within lease administration activities.
2026-05-28T00:00:00Z

Senior Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
120000 - 155000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Join a successful fast growing early-stage venture capital firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in AI, software, fintech, and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled. You'll work directly with partners and leadership across fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives while gaining exposure to the full venture capital lifecycle. It's an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm. Responsibilities<ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-14T00:00:00Z

Financial Planning Manager | RIA Firm | 1 Day in Office!

Walnut Creek, CA
onsite
Permanent / Full Time
175000 - 200000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-19T00:00:00Z

Director Investment Accounting

Montpelier, VT
onsite
Permanent / Full Time
140000 - 175000 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie. If you are currently working with a Robert Half recruiter, please reach out to them. RELOCATION OFFERED for this role!!! We are looking for a highly skilled and experienced Director of Investment Accounting to lead and oversee the accounting and reporting functions for the company's consolidated investment portfolio and its subsidiaries. This Director of Investments role is pivotal in ensuring accurate financial reporting, compliance with regulatory requirements, and fostering collaboration with internal and external stakeholders. The ideal candidate will bring expertise in investment accounting, leadership capabilities, and a commitment to process improvement. Director of Investments Responsibilities:• Oversee the investment accounting operations, ensuring accurate Statutory and GAAP reporting across all asset classes in the company’s portfolio.• Manage month-end, quarter-end, and annual reporting processes for investment assets, liabilities, income, and expenses.• Establish and maintain strong external relationships with auditors, vendors, and other business partners.• Collaborate effectively with internal teams, including financial reporting, tax, treasury, and investment operations, to address organizational needs.• Develop and implement strategies for process improvement, automation, and enhanced reporting while strengthening internal controls.• Assist in the creation and communication of key business metrics, analytics, and investment strategies to senior leaders and stakeholders.• Monitor changes in financial reporting and regulatory standards, ensuring compliance and timely adaptation to new requirements.• Lead and manage a team of investment accounting professionals, providing guidance, setting goals, and ensuring adherence to corporate policies and practices.
2026-06-12T00:00:00Z

Financial Planner/Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Programmer/Analyst

Columbus, OH
onsite
Temporary / Contract
41 - 44 USD / Hourly
We are looking for a seasoned Programmer/Analyst with strong SQL and ETL development expertise to support critical financial applications. This role requires a blend of hands-on development and production support experience, with a focus on MS SQL Server and SSIS-based data integration. The ideal candidate will play a key role in ensuring system reliability, performance, and scalability while partnering closely with business and technical stakeholders. Key Responsibilities:· Design, develop, and maintain complex SQL queries, stored procedures, and database objects.· Build, enhance, and optimize ETL workflows using SSIS for data integration and transformation.· Monitor and support production jobs; troubleshoot issues and ensure timely resolution.· Conduct root cause analysis and implement preventative measures for recurring issues.· Collaborate with cross-functional teams to gather requirements and deliver scalable solutions.· Perform database performance tuning and query optimization.· Support incident management processes and maintain system stability in production environments.
2026-06-03T00:00:00Z

VP of Finance

Wexford, PA
onsite
Permanent / Full Time
170000 - 200000 USD / Yearly
We are looking for a finance leader who can bring both strategic perspective and strong operational execution to a growing organization in Wexford, Pennsylvania. This role is well suited for someone who thrives in an entrepreneurial setting, can adapt quickly to shifting priorities, and is comfortable balancing high-level planning with detailed financial oversight. The VP of Finance will help guide performance across multiple operating entities while strengthening forecasting, reporting, and cross-company financial coordination. Responsibilities: • Lead the finance function across multiple business entities, ensuring consistent oversight, sound decision-making, and alignment with company goals. • Drive budgeting, forecasting, and financial modeling activities to improve visibility into performance and support business planning. • Partner closely with leadership in a founder-led environment, offering practical financial guidance in a fast-moving and evolving organization. • Oversee month-end close and financial reporting processes, maintaining accuracy, timeliness, and strong internal financial discipline. • Manage intercompany accounting activities and support the structure of financial agreements between related entities. • Monitor cash flow trends and develop forward-looking analyses that help leadership prioritize investments and operational needs. • Provide day-to-day leadership to a decentralized finance organization, coordinating effectively across distributed teams and differing schedules. • Contribute directly to detailed financial work when needed, combining executive leadership with a hands-on approach to problem-solving. • Supervise and support the accounting team through direct management of the Manager of Accounting. • Strengthen FP&A capabilities by refining planning processes, improving analytical tools, and elevating forecast quality.
2026-06-03T00:00:00Z

VP of Finance

San Francisco, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Finance | Venture Capital Firm | San Francisco Bay Area | Hybrid | Base + Carry! Join a fast-growing venture capital firm backing early-stage, high-growth companies and partnering closely with founders as they scale. The firm is built by operators and takes a hands-on, strategic investing approach within a collaborative, high-ownership culture.With strong fundraising momentum, multiple funds, and continued expansion, this is a chance to join at a key growth stage. This is a high-visibility, cross-functional role working directly with senior leadership across finance, accounting, and operations. It goes beyond traditional accounting with exposure to valuations, fundraising, portfolio strategy, and process/build initiatives. Offers flexible remote work, strong benefits, unlimited PTO, and real growth into broader leadership. Responsibilities<ul><li>Partner with senior leadership on fund finance and operations </li><li>Oversee fund administrator, auditors, and tax providers </li><li>Manage investor reporting, capital calls, distributions, and valuations </li><li>Support fundraising and new fund launches </li><li>Track portfolio performance and assist with valuation updates </li><li>Improve systems, workflows, and processes </li><li>Draft investor updates and support key communications </li><li>Assist with select operational and people-related initiatives </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

VP of Finance

Easton, PA
onsite
Permanent / Full Time
180000 - 210000 USD / Yearly
We are looking for an accomplished finance executive to lead the organization’s financial strategy and support long-term business growth in Easton, Pennsylvania. This role will partner closely with senior leadership to guide investment decisions, strengthen financial performance, and ensure effective risk management across the business. The ideal candidate brings strong operational finance expertise, sound judgment, and the ability to translate complex financial data into clear business direction. Responsibilities: • Shape and implement a forward-looking financial strategy that supports business objectives, expansion plans, and overall risk appetite. • Serve as a key advisor to executive leadership by evaluating the financial impact of major initiatives, including investments, acquisitions, and growth opportunities. • Direct companywide budgeting, forecasting, and long-range planning activities to align financial plans with strategic priorities. • Establish performance metrics and deliver analytical insight on profitability, pricing, margins, and cost management to improve decision-making. • Lead accounting oversight, including general ledger activity, cost accounting, and the delivery of accurate month-end and year-end financial close processes. • Ensure compliance with applicable accounting standards, tax obligations, regulatory requirements, and internal reporting expectations. • Oversee cash management, liquidity planning, banking relationships, credit facilities, investment activity, and foreign exchange risk strategies. • Strengthen internal controls, coordinate external audits, and manage insurance, tax, and broader compliance matters to safeguard company assets. • Provide financial and operational oversight for functions such as IT, cybersecurity, HR-related planning, benefits governance, logistics, distribution, contract review, and real estate matters.
2026-06-19T00:00:00Z

VP of Finance

Richardson, TX
onsite
Permanent / Full Time
175000 - 200000 USD / Yearly
We are looking for a strategic and hands-on VP of Finance to lead the development of a scalable finance organization. This leader will shape the financial infrastructure, deliver meaningful insights to support executive decisions, and establish disciplined processes that keep pace with growth. The role is ideal for someone who combines strong technical finance expertise with the ability to build teams, improve operations, and support a high-growth B2B SaaS business. Responsibilities:• Establish and scale the finance organization by creating foundational processes, internal controls, and operating standards.• Lead financial planning and analysis activities, including long-range planning, budgeting, forecasting, and performance modeling to guide business strategy.• Oversee accounting operations and month-end close activities to ensure accurate reporting, regulatory compliance, and operational readiness for growth.• Direct cash management activities and strengthen the order-to-cash cycle to improve collections, liquidity visibility, and short-term cash forecasting.• Develop clear and reliable financial reporting packages for executives, board members, and investors.• Select and implement finance systems and supporting technology that improve efficiency and provide a strong platform for expansion.• Partner closely with senior leadership to evaluate business performance, support strategic initiatives, and recommend actions based on financial insights.• Build, mentor, and lead a high-performing finance team capable of supporting a rapidly growing organization.• Define and monitor key financial and SaaS operating metrics to assess company health and inform decision-making. Why this role:<ul><li>Rapid growth + recent Fortune 100 client wins</li><li>Clear path to CFO in the next 1-2 years</li><li>Equity piece (targeting liquidity event within 3–5 years)</li><li>High visibility with executive leadership and Board</li><li>Opportunity to build and shape the finance function from day one</li><li>Hybrid (3 days in office) | Remote flexibility for the right candidate</li></ul>
2026-05-22T00:00:00Z

Director Finance - (M&A focused)

Burlington, MA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
Technology Company with Corporate Headquarters located in the Burlington is in search of Director Finance (M&A focused). This position will lead the financial analysis, planning, and execution of M&A and business development transactions and participate in key strategic planning activities. Will develop strong partnerships with the CFO, M&A Leader, CEO and other key SLT members in addition to integrating with the Controller and Corporate FP&A leader to support the acquisitions process. The ideal candidate will have significant M&A transaction analysis and integration experience and be interested in transactions as well as key strategic projects. MBA with 10+ years of previous public accounting, corporate finance, corporate development experience required. Strong quantitative skills, financial acumen, financial modeling and accounting foundation knowledge. Must have extensive M&A experience and BUY Side experience is a requirement. Must possess strong analytical, presentation, interpersonal and communication skills as well. This is a great opportunity to join a rapidly growing technology company with strong leadership team in place, active pipeline of acquisitions and great working and team friendly culture. This position can be mostly remote but ideally would like someone who can get to the office when needed (1x week) so local candidates only. Bonus plan and strong benefits offered including unlimited PTO. If interested, reach out to Dino Valeri at dino.valeri@roberthalf or message me thru Linkedin.
2026-05-26T00:00:00Z

Fund Accountant at Top PE Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | HybridComp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits 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. Some Responsibilities:<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Advisor - San Mateo

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Data Analyst IV (Contractor)

Philadelphia, PA
onsite
Temporary / Contract
50 - 58 USD / Hourly
Business Analyst - AI Chatbots (Contract)Employment Type: 28 Week Contract, Potential for Extension or ConversionLocation: Hybrid/Onsite Philadelphia, PA Position OverviewWe are seeking a highly analytical Business Analyst to support the strategy, optimization, and delivery of conversational AI experiences, including chatbot solutions. In this role, you will uncover insights from transcripts, customer journeys, and cross channel behavior; translate those insights into clear use cases and requirements; and ensure chatbot features are grounded in data, customer needs, and measurable business value. In this position, you will serve as a measurement and insights lead and a trusted subject matter expert, elevating how we track performance and use analysis to drive product improvements. This requires strong independent judgment and ownership: you will identify the next best steps, proactively propose improvements to processes and ways of working, and drive alignment to move work forward.You will also partner closely with Product, Engineering, and Conversational Design to define requirements and support delivery through user stories and UAT to drive continuous improvement across AI powered interactions. This role is ideal for an independent thinker who excels at blending data analysis, customer experience understanding, and structured business requirements to help bring high impact conversational AI features to life. Key Responsibilities• Define KPIs and success metrics for conversational AI features, establish a reporting cadence, and proactively translate results into clear next actions• Independently conduct deep dive analysis of transcripts, customer journeys, and cross channel behaviors; form hypotheses, validate root causes, and recommend high impact automation opportunities• Own ongoing intent performance monitoring to spot trends early, diagnose issues, and proactively drive prioritization of next best improvements (with clear rationale and expected impact)• Proactively surface gaps, risks, and decision points; bring options with a recommended path forward, align stakeholders, and drive decisions to closure• Lead cross functional synthesis across unassisted channels (chatbots, voice) to identify integration needs, propose solutions, and drive alignment on the path forward• Perform competitive and SWOT analysis to benchmark conversational AI experiences, identify strategic gaps, and recommend where to invest or change course• Develop and socialize data driven roadmap recommendations—sizing opportunities, clarifying tradeoffs, and proposing a prioritized sequence of work tied to business goals• Translate insights into clear requirements, user stories, and acceptance criteria—anticipating questions, driving clarity on business rules, and unblocking delivery teams• Collaborate with Conversational Designers and Authors to refine intents, optimize journeys, and tune prompts based on insights• Participate in backlog grooming, story writing, sprint planning, and support UAT cycles to ensure features meet business and conversational requirements
2026-06-16T00:00:00Z

Data Analyst IV (Contractor)

Philadelphia, PA
onsite
Temporary / Contract
45 - 60 USD / Hourly
We are looking for an experienced Data Analyst IV (Contractor) to provide senior-level analytical support for a Long-term Contract position based in Philadelphia, Pennsylvania. In this role, you will partner with business teams to turn complex data into practical recommendations that guide decisions, improve performance, and maintain continuity across critical analytics activities. This opportunity is well suited for a self-directed, detail-oriented individual who can balance recurring reporting with deeper investigative analysis while working closely with cross-functional stakeholders. Responsibilities: • Partner with business leaders and cross-functional teams to clarify analytical needs and translate them into effective data-driven approaches. • Examine large and complex datasets to uncover patterns, performance drivers, and meaningful business insights. • Lead exploratory analysis and test hypotheses to support strategic planning and informed decision-making. • Retrieve, join, and analyze information from multiple systems and cloud-based data sources to build a complete view of business performance. • Present findings through dashboards, visual storytelling, and concise recommendations tailored to stakeholder audiences. • Measure the impact of business initiatives, marketing efforts, and product enhancements using structured performance analysis. • Work closely with internal partners to align priorities, manage deliverables, and support broader team objectives. • Independently organize workload and make sound analytical judgments based on urgency, business value, and operational needs.
2026-06-11T00:00:00Z

Financial Planner - Fast Growing RIA

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-06-12T00:00:00Z

Business Systems Analyst, D365 F&O

Woodland Hills, CA
onsite
Permanent / Full Time
130000 - 140000 USD / Yearly
We are looking for an experienced Business Systems Analyst to join our team in Woodland Hills, California. In this role, you will support and enhance Microsoft Dynamics 365 Finance and Operations (D365 F&O) solutions, working closely with business stakeholders to identify and implement effective system improvements. The ideal candidate will bring strong expertise in financial management modules and thrive in a collaborative, fast-paced environment. Responsibilities: • Analyze and assess business requirements to determine feasibility and recommend optimal solutions within the D365 F&O platform. • Provide ongoing support and troubleshooting for the D365 F&O system, addressing issues raised by business teams. • Collaborate with stakeholders to gather, document, and refine business requirements for system enhancements. • Design, develop, and test solutions within the Microsoft Dynamics 365 platform to meet organizational needs. • Support monthly and quarterly system upgrades, ensuring smooth implementation and minimal disruption. • Create and maintain documentation for system design, project specifications, and training materials. • Partner with technical teams to develop and integrate solutions that align with business processes. • Research and document transaction flows to enhance understanding and improve system processes. • Identify opportunities for process improvement and implement best practices to optimize workflows. • Manage time effectively, prioritize tasks, and communicate progress to stakeholders.
2026-05-28T00:00:00Z

Accounting Manager - Financial Services. Generous bonus!

Stamford, CT
onsite
Permanent / Full Time
130000 - 165000 USD / Yearly
Accounting Manager - Financial Services. Generous bonus! Our client is in search of a Accounting Manager to become an integral part of their team based in Stamford, Connecticut. The role works closely with both the front office and the financial reporting team. The position assists with investment accounting, corporate accounting, and is a key team member providing technical accounting guidance to the front office. This established firm is known for a positive, professional team environment; taking care of their people; and a generous compensation package. For immediate consideration email your resume to austin.royle@roberthalf.
2026-06-19T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-05-28T00:00:00Z

Manager, Technical Accounting & Financial Reporting

Carnegie, PA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
We are looking for an experienced accounting leader to oversee technical accounting matters and financial reporting activities for a manufacturing organization. This role focuses on interpreting complex accounting guidance, supporting accurate and timely reporting, and partnering across the business to strengthen compliance and financial controls. The ideal candidate brings a strong command of U.S. GAAP, sound detail-oriented judgment, and the ability to manage multiple priorities in a hybrid work environment. Responsibilities: • Evaluate complex accounting matters and provide clear recommendations to support accurate application of accounting guidance. • Manage the implementation of newly issued accounting standards and assess their impact on financial reporting processes. • Develop well-supported accounting memoranda for significant transactions, judgments, and policy conclusions. • Maintain compliance with Sarbanes-Oxley requirements by supporting internal control activities and documentation. • Partner with external auditors by preparing requested analyses, responding to inquiries, and coordinating audit support materials. • Perform recurring impairment assessments related to long-lived assets and goodwill in accordance with applicable accounting guidance. • Review account reconciliations and journal entries to confirm completeness, accuracy, and adherence to company policy. • Prepare statutory financial statements and coordinate the timely submission of required external financial filings. • Examine U.S. GAAP adjustment packages for international affiliates to promote consistency and reliable consolidated reporting. • Contribute to technical accounting and financial reporting improvement initiatives that enhance efficiency and strengthen processes.
2026-06-19T00:00:00Z

Fund Accounting Manager | Reputable Venture Capital Firm

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
For confidential consideration, please contact Jennifer Fukumae at Robert Half Financial Services via LinkedIn or email. This is a high-visibility role reporting to the VP of Finance, offering broad exposure across the full fund lifecycle within a top-tier VC environment deploying capital across some of the most influential technology companies in the market. 📍 Location: Menlo Park – Hybrid💰 Compensation: $150K–$180K base + bonus Key Responsibilities:• Maintain fund and GP general ledgers, including accruals, expenses, intercompany activity, and investment allocations• Prepare quarterly and annual financial statements across multiple fund vehicles• Support capital calls, distributions, and cash management for assigned funds• Review reporting packages prepared by fund administrators (NAVs, LP reporting, statements, etc.)• Partner with Investor Relations on LP inquiries and reporting requests• Coordinate audit and tax processes with external service providers and internal stakeholders• Research technical accounting issues and ensure compliance with partnership accounting standards• Monitor fund cash positions and assist with forecasting and liquidity planning• Support valuation, investment activity tracking, and portfolio reporting processes
2026-06-19T00:00:00Z

Associate Financial Planner

Frisco, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities:• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.• Perform financial analysis and tax planning for clients' business units to optimize outcomes.• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.• Review and reconcile current investment asset allocations to ensure alignment with client objectives.• Analyze and optimize retirement plans based on annual goals and client-specific needs.• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.
2026-06-12T00:00:00Z

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