Add your latest resume to match with open positions.

761 results for Financial Analyst! jobs

AI Business Analyst/Consultant

San Francisco, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
We are looking for a skilled AI Business Analyst/Consultant to support the continuous enhancement of a public-facing Help Center application. This long-term contract position involves collaborating with both internal stakeholders and external consultants to refine features, expand multilingual capabilities, and transition the platform into a cutting-edge, AI-enabled solution. Based in San Francisco, California, this role offers the opportunity to contribute to innovative project development in a hybrid work environment. Responsibilities: • Collaborate with business leaders and external consultants to define and refine system requirements. • Translate complex business workflows into clear technical specifications for development teams. • Drive product roadmap planning, ensuring alignment with business goals and user needs. • Support testing, troubleshooting, and deployment of platform updates and new features. • Implement and optimize AI-enabled functionalities to enhance user experience. • Coordinate with technical teams to ensure seamless integration of multilingual support. • Analyze and document current and future system workflows to identify areas for improvement. • Facilitate communication between technical and non-technical stakeholders to ensure project success. • Provide insights and recommendations based on data analysis and business intelligence tools. • Maintain comprehensive documentation of product features, updates, and workflows.
2026-05-04T00:00:00Z

AI Business Analyst/Consultant

West Des Moines, IA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced AI Business Analyst/Consultant to join our team in West Des Moines, Iowa. In this long-term contract position, you will play a key role in leveraging artificial intelligence to drive business insights and improve operational efficiencies. If you have a strong background in business analysis, AI technologies, and the ability to translate complex concepts into actionable strategies, we encourage you to apply. Responsibilities: • Analyze business processes and identify opportunities to implement AI-driven solutions. • Collaborate with cross-functional teams to gather requirements and define project scope. • Develop comprehensive documentation for AI initiatives, ensuring clarity and alignment with business goals. • Utilize tools like Microsoft Power BI to create data visualizations and support decision-making. • Conduct research on emerging AI technologies and recommend their application to business challenges. • Work within Agile methodologies to manage project timelines and deliverables. • Provide expertise in applied artificial intelligence to improve operational workflows. • Evaluate the effectiveness of implemented AI solutions and suggest improvements. • Partner with stakeholders to ensure alignment between AI capabilities and organizational needs. • Use platforms like AWS to deploy and manage AI-driven applications.
2026-04-17T00:00:00Z

Operations Finance Manager

Shelbyville, KY
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an experienced Operations Finance Manager to lead cost accounting activities for a growing manufacturing business in Shelbyville, Kentucky. This position plays a key role in supporting financial performance, guiding a small team, and partnering closely with operations to improve cost visibility and decision-making. The role is well suited for a finance leader with a strong accounting foundation who can balance hands-on analysis with people leadership in a dynamic production environment. Responsibilities: • Lead the cost accounting function for manufacturing operations, with a strong focus on product costing, cost of goods sold, and standard cost accuracy. • Manage and develop a team of finance professionals, providing direction, coaching, and support as the organization continues to expand. • Partner closely with plant and operations leaders to evaluate spending, identify savings opportunities, and improve overall cost performance. • Deliver financial analysis that supports operational efficiency initiatives and helps leadership understand manufacturing results. • Oversee standard costing processes, cost analysis, and reporting to ensure reliable financial insight for business decisions. • Build strong working relationships across finance and operations through regular communication and collaborative problem-solving. • Support a multi-site manufacturing environment, including occasional travel to other facilities as needed. • Contribute to ongoing finance and business process improvements, including future system-related changes when applicable. • Establish an effective on-site presence, with full onsite engagement during the initial onboarding period and a regular three-day onsite schedule thereafter.
2026-04-28T00:00:00Z

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>
2026-04-21T00:00:00Z

Sr. Manager, R&D Portfolio Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000 - 210000 USD / Yearly
We are seeking a Senior Manager to collaborate with Project Management, Product Development, Senior Leadership, and Finance teams to increase visibility into pipeline performance and productivity. This role partners with cross-functional teams to develop and review business cases, enhance financial valuation models, support portfolio governance, and deliver ad hoc analysis that provides insight into key portfolio metrics. How You’ll Make an Impact:<ul><li>Oversee financial processes and manage ad hoc portfolio analytics within established timelines.</li><li>Provide financial guidance to project teams and develop business cases that drive measurable value.</li><li>Work closely with Project Management to strengthen financial understanding across teams.</li><li>Evaluate KPIs and identify improved approaches to assess portfolio performance and returns.</li><li>Drive process improvements and implement practical, fit-for-purpose solutions tailored to company groups.</li></ul>
2026-05-08T00:00:00Z

Finance Treasury Associate

Menlo Park, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Treasury Associate | Investment Firm | Menlo Park | Hybrid; 3 days onsite Our client is a global investment platform delivering flexible financing solutions to high-growth, venture-backed companies. Known for its strength in debt, leasing, and equity, the firm partners with innovative businesses worldwide. Join a collaborative team with strong mentorship, exposure to senior leadership, and clear growth opportunities. Competitive benefits include a hybrid schedule, full health coverage and 401(k) match. Key Responsibilities:<ul><li>Forecast cash flow and manage liquidity</li><li>Oversee banking activity (wires, ACH) and relationships</li><li>Support cash management and working capital strategy</li><li>Perform reconciliations and resolve discrepancies</li><li>Monitor portfolio balances and delinquencies</li><li>Prepare treasury reporting and analysis</li><li>Maintain policies, ensure compliance, and drive process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

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.
2026-04-14T00:00:00Z

Sr. Accounts Receivable Analyst

Scottsdale, AZ
remote
Temporary / Contract
35 - 38.46 USD / Hourly
We are looking for a detail-oriented Sr. Accounts Receivable Analyst to join a large Arizona headquartered company, in a remote capacity. This contract position plays an important role in improving cash flow by managing past-due accounts, addressing billing concerns, and partnering with internal teams and customers to keep collections moving effectively. The ideal candidate is organized, proactive, and comfortable balancing competing priorities in a fast-paced environment while contributing ideas that strengthen collection operations over time. Responsibilities:• Manage outbound collection activities with professionalism and a strong customer-focused approach while following company guidelines and internal controls.• Review account history and supporting documentation to prepare for customer outreach, discussions, and follow-up actions related to overdue balances.• Partner with sales, finance, and other internal stakeholders, as well as external customers, to resolve payment delays, disputes, and billing-related concerns.• Monitor delinquent receivables, identify accounts with elevated risk, and provide recurring reporting with practical recommendations for resolution.• Support bad debt analysis by preparing relevant reports and assisting with invoice corrections, credit memos, and other account adjustments when needed.• Contribute to ongoing enhancements in collections operations by evaluating current practices and recommending more efficient workflows.• Work across departments to uncover process gaps, address root causes, and suggest scalable improvements, including opportunities to automate manual tasks.• Help maintain an effective order-to-cash environment by supporting collection management activities tied to billing accuracy and account resolution.Co
2026-05-05T00:00:00Z

VP of Finance

Fallbrook, CA
onsite
Permanent / Full Time
200000 - 240000 USD / Yearly
Key Responsibilities • Build and lead the FP&A function from the ground up • Establish budgeting and forecasting discipline • Lead cash flow forecasting and liquidity management • Oversee audit relationships (CLA) and ensure timely reporting • Manage investor relations and reporting packages • Lead financing strategy and capital structure planning • Support pre-acquisition diligence and integration • Partner with CEO on board reporting, covenant reporting, and financial performance updates • Evaluate whether to keep outsourced accounting or bring functions in-house • Ensure timely consolidation of acquired businesses • Implement scalable financial processes, systems, and controls • Support a rapidly growing field services business with budget setting and cost oversight ________________________________________ Must-Have Qualifications • Strong financial acumen with experience in high-growth environments • Ability to build FP&A, budgeting, forecasting, and cash flow models • Experience with debt-financed businesses and capital allocation • Hands-on leadership style; willingness to “roll up your sleeves” • Strong Excel / financial modeling • Experience overseeing audits and managing external accounting relationships • Ability to operate in a complex environment with multiple systems and acquisitions • Cultural fit: collaborative, grounded, analytical, and execution-focused ________________________________________
2026-04-10T00:00:00Z

VP of Finance

Brooklyn, NY
onsite
Temporary to Hire
88.35 - 102.3 USD / Hourly
We are looking for a strategic and hands-on VP of Finance to lead financial planning, performance management, and core finance operations for a growing business in New York. This contract opportunity with permanent potential is suited for a finance executive who can translate complex data into business decisions while supporting expansion, profitability, and long-term value creation. The role will work closely with senior leadership and investors to shape financial direction, strengthen reporting, and guide capital strategy in a fast-moving, private equity-backed environment. Responsibilities: • Partner with executive leadership and investment stakeholders to shape financial priorities, evaluate business performance, and support company-wide strategic decisions. • Direct the annual budgeting cycle, rolling forecasts, and long-range planning activities to improve visibility into revenue, expenses, and cash performance. • Create and refine advanced financial models, including 3-statement modeling, scenario analysis, profitability reviews, and cash flow projections to inform decision-making. • Oversee accounting, treasury, tax, audit, and compliance activities while ensuring accurate financial reporting and effective internal controls. • Manage liquidity planning and capital structure strategy, including oversight of debt, equity, and lender relationships. • Prepare board-level and investor-facing materials, deliver clear performance updates, and monitor compliance with financing agreements and reporting obligations. • Provide financial leadership for mergers, acquisitions, recapitalization efforts, partnerships, and other growth-oriented transactions. • Build, coach, and develop a strong finance and accounting organization that promotes accountability, operational discipline, and cross-functional partnership. • Identify and implement scalable financial processes and tools that increase efficiency and support continued business growth.
2026-05-08T00:00:00Z

VP of Finance

Southfield, MI
onsite
Permanent / Full Time
225000 - 275000 USD / Yearly
SVP, Financial Planning & AnalysisLocation: Metro Detroit, MichiganEmployment Type: Full-TimeJob SummaryOur client, a national leader in its industry, is seeking a Senior Vice President of Financial Planning & Analysis to play a highly visible, enterprise-wide leadership role. This is an impact position with direct influence on strategic decision-making, long-range planning, and financial performance. The SVP will partner closely with executive leadership across the organization to drive insights, challenge assumptions, and elevate financial discipline as the business continues to grow and evolve.The organization is known for its collaborative, high-tenure team environment, modern headquarters, onsite fitness center, and an in-house barista, creating an energizing and engaging workplace.Key Responsibilities<ul><li>Lead enterprise budgeting, forecasting, long-range planning, and financial modeling activities</li><li>Oversee analysis of financial and operational results versus budget, forecast, and prior periods; identify trends, risks, and opportunities</li><li>Own and enhance a multi-year strategic planning model, including continuous improvement of tools, systems, and methodologies</li><li>Partner with senior leadership to identify key business drivers, performance metrics, and actionable insights</li><li>Present financial outlooks, cash flow projections, and performance analyses to executive leadership</li><li>Provide leadership and development for a high-performing FP&A team</li><li>Collaborate closely with Accounting, Strategy, and M&A teams on key initiatives and transactions</li><li>Ensure financial analyses supporting major decisions are rigorous, relevant, and clearly communicated</li><li>Stay current on industry trends and emerging best practices, proactively assessing business impact</li></ul>For immediate and confidential consideration please call Jeff Sokolowski directly at (248)365.6131 or apply directly.
2026-04-20T00:00:00Z

VP of Finance

New York, NY
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
Newly launched private equity firm is currently looking for an exceptional Fund Controller to join their growing team. This is more than a job — it’s a rare, career-defining opportunity to build the financial and operational foundation of a next-generation investment platform from the ground up. Reporting directly to the Partner and working closely with the Chief Compliance Officer, the Fund Controller will take full ownership of fund and management company accounting. You’ll lead everything from NAV calculations and investor reporting to cash management and internal process design — all while helping scale the business during a pivotal phase of growth. Responsibilities of this role will include:· Oversee full-cycle fund accounting: GL management, NAV, investor allocations· Lead management company accounting: expense tracking, payroll, reporting· Prepare and review quarterly and annual investor reports· Manage treasury operations: cash flow, capital calls, distributions, compliance· Build and maintain robust internal controls and processes· Partner with third-party administrators, auditors, and tax providers· Support strategic initiatives and ad hoc analyses for senior leadership· Play a key leadership role in scaling infrastructure to support new funds For immediate consideration please email Alex.Muzaurieta@roberthalf.
2026-05-05T00:00:00Z

Finance Administrative Assistant

Albany, NY
onsite
Permanent / Full Time
48000 - 51000 USD / Yearly
We are looking for a highly organized and detail-oriented Finance Administrative Assistant to join our team in Albany, New York. In this role, you will provide essential support to the Accounts Payable Coordinator, ensuring the smooth processing of invoices, payments, and financial documentation for our Programs. Your ability to manage multiple tasks, maintain accurate records, and provide exceptional customer service will be key to your success. Responsibilities:• Assist the Accounts Payable Coordinator with tasks related to the Programs, including invoice processing, verification, and maintaining agreements with providers.• Input invoices and general ledger data into fund accounting software, ensuring accuracy and appropriate approvals.• Verify payment documents for completeness and accuracy, including calculations and required signatures.• Resolve disputes with providers and vendors regarding invoice discrepancies.• Update and maintain files for families, children, and providers in both paper and digital formats.• Track and process scholarship payments, ensuring timely disbursement to providers.• Collaborate with the team to streamline payment processes and maintain efficiency.• Prepare and organize invoices and checks for signature, mailing, and compliance with state reimbursement claims.• Create and manage spreadsheets and reports to support financial operations.• Provide documentation and assistance during annual audits, including organizing invoices and payment records.
2026-04-10T00:00:00Z

Master Data Analyst

Erlanger, KY
onsite
Temporary / Contract
51.4615 - 59.587 USD / Hourly
We are looking for a Master Data Analyst to support technical data quality and material information management for R&D, quality, and operational teams in Cincinnati, Ohio or Rockford, Illinois. This Long-term Contract position focuses on maintaining reliable raw material and packaging data that helps drive product development, supplier readiness, and manufacturing execution. The role calls for a highly organized, detail-oriented individual who can work across multiple functions, improve data consistency, and ensure critical system records remain accurate and complete. This is a HYBRID role - remote consultants will not be considered. Consumer Product Goods industry experience is highly desired! Responsibilities:• Manage the collection, review, and entry of raw material and packaging specifications into approved specification and data management systems.• Verify that technical records are complete, accurate, and aligned with internal standards, regulatory expectations, and operational needs.• Improve consistency across systems by applying standardized naming structures, formatting rules, and data governance practices.• Investigate missing, outdated, or conflicting material information and resolve issues in partnership with cross-functional stakeholders.• Maintain material master data and support correct relationships between specifications, item records, and related system information in SAP-based environments.• Create, revise, and validate bills of materials to match approved specifications and current production requirements.• Support data activities tied to new product development, supplier updates, and ongoing process improvement initiatives.• Coordinate with Master Data, Procurement, Packaging, Quality, and Operations teams to ensure information supports real manufacturing and planning requirements.• Track assigned project deliverables, maintain supporting documentation, and contribute to process standardization efforts across technical data workflows.
2026-05-07T00:00:00Z

Fund Manager

Miami, FL
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Our client is searching for a Manager to oversee their fund practice. This role will report directly into the President and CEO of company. You will be in charge of all the fund operations and fund accounting. You will also play a key role in implementing proper controls and policies at the fund management level. Previous experience working at an institutional fund practice is required. Our client formed their company several years ago and has been experiencing exponential growth. This role is meant for someone who is attractive to owners with an entrepreneurial mind set. This role is hybrid, with 3 to 4 days onsite at their offices in Coral Gables. Preference will be given to candidates local to South Florida as relocation assistance will not be provided. In addition to benefits being covered, they offer a base plus lucrative bonus. Requirements:Bachelors Degree in Accounting, Finance, or business related fieldPrevious experience within an institutional fund practicePrevious fund operations and fund accounting experience.
2026-04-09T00:00:00Z

SAP FICO Systems Analyst

Glendora, CA
onsite
Temporary to Hire
66.5 - 77 USD / Hourly
We are looking for an SAP FICO Systems Analyst to join a contract opportunity with the potential for a Contract to Hire role based in California. This role is ideal for a business analyst with deep SAP FICO knowledge who can connect finance operations with system capabilities across core accounting and controlling functions. The selected candidate will support financial process improvement, guide stakeholders through upcoming SAP S/4HANA readiness activities, and help ensure stable, well-structured financial system operations. This position is onsite, and able to sit out of either the client's offices in Glendora, CA or Las Vegas, NV. Responsibilities:• Partner with finance and technical teams to evaluate business needs and translate them into effective SAP FICO solutions that support daily operations and long-term objectives.• Analyze and support core financial modules, including general ledger, accounts payable, accounts receivable, asset accounting, and controlling processes.• Contribute to planning efforts related to SAP S/4HANA readiness by helping stakeholders assess impacts, define requirements, and prepare for future-state processes.• Maintain and improve configuration and process alignment for product costing, cost center accounting, profit center accounting, budgeting, planning, and settlement activities.• Review and support financial master data structures such as G/L accounts, cost centers, profit centers, and accounting-related customer and vendor records.• Collaborate with cross-functional teams to identify gaps, document business processes, and recommend practical system and reporting enhancements.• Assist with project systems and related financial tracking needs to improve visibility into costs, performance, and operational results.• Provide input on banking connectivity, interface-related considerations, and other integrated financial system components where applicable.
2026-05-01T00:00:00Z

Finance Transformation Manager

Hartford, CT
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an experienced Finance Transformation Consultantto support our non-profit client through a Contract engagement. This role will focus on strengthening finance and accounting operations by assessing current practices, identifying improvement opportunities, and shaping practical recommendations for leadership. The ideal candidate brings a strong background in finance process evaluation, internal controls, and organizational transformation, with the ability to translate findings into actionable operational improvements. Responsibilities:• Examine finance and controller activities to uncover process bottlenecks, control weaknesses, and areas where performance can be improved.• Evaluate reporting and accounting workflows, including management reporting, cost analysis, consolidation activities, and preparation of financial statements.• Recommend practical changes that simplify finance operations, improve consistency, and increase the effectiveness of accounting processes.• Identify ways to enhance collaboration between finance leaders and accounting teams, including opportunities to improve shared services support.• Review data governance, reporting structures, and analytics capabilities to strengthen insight generation and decision-making quality.• Develop recommendations that promote stronger financial oversight, better accountability, and a more scalable operating model.• Work closely with executive and finance leadership to align transformation priorities with broader organizational objectives and day-to-day business needs.• Provide interim advisory support for finance transformation efforts, process reviews, and other high-impact operational initiatives.
2026-05-07T00:00:00Z

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.
2026-04-17T00:00:00Z

MS Excel Mid Level Data Analyst

Tampa, FL
onsite
Permanent / Full Time
50000 - 65000 USD / Yearly
We are looking for a detail-oriented Data Analyst with expertise in Microsoft Excel to join our team in Tampa, Florida. In this role, you will work with raw data, transforming it into meaningful insights and actionable reports to support organizational initiatives. The ideal candidate thrives in analyzing complex datasets and has a strong understanding of data integrity, visualization, and reporting standards. Responsibilities: • Organize, analyze, and interpret raw data using advanced Excel functionalities, including formulas, macros, and pivot tables. • Consolidate and integrate data from multiple sources to build cohesive reports and dashboards. • Create and deliver detailed presentations and reports tailored to various stakeholders, including executives and board members. • Ensure data accuracy and consistency through regular audits and quality checks. • Collaborate with team members to enhance data collection processes and implement best practices. • Develop and maintain centralized data repositories for streamlined reporting. • Identify trends and patterns in data to provide actionable insights for organizational improvement. • Train staff on data management tools and techniques to promote consistent and efficient data handling. • Monitor performance indicators to detect discrepancies and recommend corrective actions. • Implement protocols to guarantee data security and compliance with organizational standards.
2026-04-09T00:00:00Z

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.
2026-04-29T00:00:00Z

Operations & Finance Manager

Zion Grove, PA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are looking for an experienced Operations & Finance Manager to help lead a well-established family-owned service business in Zion Grove, Pennsylvania. In this senior leadership position, you will work closely with ownership to strengthen financial performance, guide strategic planning, and support sustainable growth. This role is centered on high-level business leadership, with a strong emphasis on financial oversight, operational alignment, and long-range decision-making rather than daily field supervision. Responsibilities: • Collaborate with company ownership to shape growth plans, evaluate expansion opportunities, and refine service and pricing strategies that support long-term success. • Convert broader business objectives into practical operating plans and financial roadmaps that improve execution across the organization. • Design and monitor key performance indicators, reporting tools, and dashboards to track profitability, productivity, and customer outcomes. • Lead budgeting, forecasting, cash management, and financial analysis activities to provide clear insight into business performance. • Oversee accounting functions and internal financial controls to ensure accurate reporting, sound processes, and timely decision support. • Review job costing, workforce efficiency, equipment usage, and pricing performance to identify opportunities to strengthen margins. • Partner with banking contacts, outside advisors, and accounting resources to support financial planning and business decisions. • Work alongside operational leadership to align field performance with company financial targets and strategic priorities. • Improve administrative and operational processes, standard procedures, and compliance practices to strengthen organizational effectiveness. • Advise ownership on risk management, leadership development, succession considerations, and other long-range business planning needs.
2026-04-27T00:00:00Z

Fund Accountant - Global Multi-Strat Fund

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Please apply here and ping me on LinkedIn for most immediate consideration - Jeffrey Abrams Join a high-performing investment platform managing tens of billions across private equity, credit, real estate, and public markets. This is a high-impact role offering direct exposure to complex strategies, senior stakeholders, and the opportunity to help shape fund accounting processes. What You’ll Do<ul><li>Own fund and entity financial reporting (audited & unaudited)</li><li>Manage investor allocations, capital activity, and performance reporting</li><li>Review complex transactions, accruals, and reconciliations</li><li>Partner cross-functionally with investment, operations, and valuation teams</li><li>Interface with auditors, investors, and third-party providers</li><li>Drive process improvements and system enhancements</li></ul>
2026-05-08T00:00:00Z

Part Time Equity Operations Analyst

Boston, MA
onsite
Temporary / Contract
50 - 60 USD / Hourly
We are looking for a Part TIme Equity Operations Analyst to support complex stock compensation and equity administration activities for a long-term assignment based in Boston, MA; 3 days/week. This part-time role requires someone who is detail oriented and can manage high-volume data, maintain accuracy across multiple systems, and collaborate effectively with HR, Finance, Legal, and other stakeholders. The ideal candidate brings deep experience in equity operations or compensation, strong Excel skills, and the ability to balance multiple priorities in a fast-paced environment. Responsibilities:• Manage equity records and related workflows across internal platforms and Oracle/Fusion, ensuring data accuracy, consistency, and proper reconciliation between systems.• Coordinate end-to-end processing of equity grant packages, including system setup, validation checks, and follow-through on participant acknowledgments.• Support global employee stock purchase activities by preparing transaction data, reviewing payroll contribution details, validating purchase information, and assisting with share deposit reporting for key business partners.• Track and process special vesting events tied to qualifying employment changes such as retirement, disability, death, or other approved terminations.• Oversee recurring data exchanges with external equity platforms, including account updates and termination-related changes, while reconciling employee records to maintain database integrity.• Prepare and distribute routine employee and HR communications related to equity programs and operational processes.• Maintain and update insider lists, including short-term insider records, in partnership with Corporate Legal to support compliance requirements.• Document procedures, controls, and operational workflows thoroughly to promote consistency, audit readiness, and reliable execution.• Assist with reporting, reviews, and cross-functional support activities related to equity administration, compliance, and ongoing operational improvements.
2026-05-11T00:00:00Z

Sr. Finance Manager

Pennsauken, NJ
onsite
Permanent / Full Time
160000 - 185000 USD / Yearly
Rapidly growing P/E firm seeks a proactive and strategic Sr. Finance Manager to focus on FP&A (budgets, forecasts, modeling). The Sr. Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, 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. What you get to partake in:· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting· Lead the budgeting, financial forecasting/ reporting process· Collaborate with internal teams to access financial performance and cost efficiency· Analyze financial data and prepare monthly, quarterly, annual reports· Coordinate with management team on profit loss analysis· Manage the audit process and work with external auditors as needed· Report on various investment analysis· Develop financial models and pricing strategies to support sales and margin improvement· Implement internal controls and financial procedures to safeguard company assets
2026-04-27T00:00:00Z

Yardi Analyst

Washington, DC
onsite
Temporary / Contract
40 - 55 USD / Hourly
Job Description:• Works with Business Analysts to effectively implement requirements, processes, and functional specifications in support of business priorities.• Support software, web and database applications used by the Authority including Yardi Voyager, UKG Pro and other Enterprise and Department level applications; assisting with the installation, implementations and upgrades for these systems and provide ongoing support in their effective use.• Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency.
2026-04-14T00:00:00Z

28 30