Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

743 results for Financial Analyst! jobs

Bilingual Business Analyst
  • Eden Prairie, MN
  • remote
  • Temporary / Contract
  • 23 - 25 USD / Hourly
  • We are looking for a bilingual Business Process Analyst to support the development and quality review of translated regulatory, benefit, marketing, and transactional communications for a health insurance environment. This Long-term Contract position is based in Eden Prairie, Minnesota, and is fully remote, with work hours aligned to regular Monday through Friday business operations and a preference for Central Time availability. The person in this role will partner with cross-functional teams and external language vendors to keep projects moving efficiently, maintain quality standards, and help deliver clear, compliant materials in both English and Spanish.<br><br>Responsibilities:<br>• Oversee translation and reproduction requests from intake through final delivery, ensuring timelines, scope, and quality expectations are met across multiple concurrent assignments.<br>• Assess incoming work, determine the appropriate language service approach, and assign projects directly or route them to external translation partners based on need and capacity.<br>• Gather and compare vendor estimates for translation, formatting, audio, and related support services, then recommend the best option by weighing cost, turnaround, and project risk.<br>• Review translated documents and audio outputs against original source content to confirm accuracy, completeness, consistency, and readiness for release.<br>• Coordinate with internal business partners in a fast-moving, cross-functional setting to support regulatory benefit materials, member-facing communications, marketing pieces, and other transactional content.<br>• Track project milestones, follow up on outstanding deliverables, and resolve issues that could affect deadlines, quality, or compliance requirements.<br>• Maintain organized records of requests, approvals, pricing details, and final deliverables to support efficient project execution and reporting.<br>• Provide bilingual support in English and Spanish when evaluating content, clarifying requirements, and communicating with stakeholders or service providers.
  • 2026-04-28T00:00:00Z
Microsoft Dynamics ERP Business Analyst
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 62300 - 102350 USD / Yearly
  • We are looking for an experienced ERP/CRM Consultant to join our dynamic team in Minneapolis, Minnesota. In this role, you will leverage your expertise in Microsoft Dynamics 365 Finance &amp; Operations or AX 2012 to provide critical support and enhancements for our business systems. The ideal candidate will excel in troubleshooting, collaborating with cross-functional teams, and developing solutions that align with organizational needs.<br><br>Responsibilities:<br>• Provide daily application support for Microsoft Dynamics systems by identifying and resolving issues that impact end-user functionality.<br>• Monitor and maintain automated business processes to ensure seamless operations of essential functions.<br>• Update and manage system data to maintain accuracy and integrity.<br>• Develop comprehensive training materials and deliver sessions to empower end users.<br>• Collaborate with stakeholders, team members, and subject matter experts to define requirements and implement effective solutions.<br>• Conduct discovery sessions to document business needs and translate them into functional design documents for development teams.<br>• Test, validate, and document system configurations and integration updates based on business requirements.<br>• Handle incoming access requests and support tickets, ensuring timely resolution and efficient triage.<br>• Perform rigorous system testing and assist in user acceptance testing to ensure functionality aligns with business objectives.
  • 2026-04-09T00:00:00Z
Financial Systems Implementation Manager
  • Salt Lake City, UT
  • onsite
  • Temporary / Contract
  • 65 - 75 USD / Hourly
  • <p>Robert Half Management Resources is looking for an experienced Financial Systems Implementation Manager to oversee the deployment of SAP S/4HANA for a client in Salt Lake City, Utah. This role requires a strong background in financial reporting structures and system implementation, with the ability to work collaboratively across Finance and IT teams to ensure alignment and success. As this is a long-term contract position, the ideal candidate will demonstrate commitment to delivering high-quality results and strategic input throughout the project lifecycle.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Map general ledger accounts across multiple entities and jurisdictions, ensuring compliance with financial reporting standards and best practices.</p><p>• Design and implement cost center and profit center hierarchies, including statistical key figures to support operational requirements.</p><p>• Collaborate with finance leadership to define reporting requirements and validate outputs for accuracy within SAP S/4HANA.</p><p>• Coordinate globally across finance and IT teams, facilitating workshops to gather requirements and resolve issues during design, testing, and deployment phases.</p><p>• Lead efforts to harmonize financial processes and reporting structures across international teams.</p><p>• Support user acceptance testing (UAT) by developing scripts and validating finance module functionalities.</p><p>• Oversee finance data cleansing and migration activities to ensure accuracy and integrity during system transitions.</p><p>• Develop training materials and lead knowledge transfer sessions for finance personnel.</p><p>• Maintain comprehensive documentation of financial structures and processes to support compliance and audit requirements.</p><p>• Provide strategic input to enhance global financial processes and reporting capabilities.</p>
  • 2026-05-04T00:00:00Z
Accountant - Tax
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 95000 USD / Yearly
  • <p><em>The salary range for this position is $90,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Tax Accountant. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>The Accountant position reports to the Accounting Manager of the Individual/Foundation Group and works well with all of the other professional service providers.</p><p> </p><p><strong><u>Job Description</u></strong></p><p>• Maintenance of general ledgers, including preparation of accounting entries for the day to day transactions and other activity.</p><p>• Preparation of electronic tax work papers and tax returns for individuals, foundations and partnerships, including analysis of tax issues.</p><p>• Preparation of financial analysis such as tax projections, cash flow and liquidity planning and budgets.</p><p>• Preparing and maintaining periodic reports, including personal financial statements for family members, private foundation financial reports, summaries of property expenses, valuable articles and insurance policies.</p><p> </p>
  • 2026-04-29T00:00:00Z
Credit Specialist
  • Houston, TX
  • onsite
  • Permanent / Full Time
  • 60000 - 64000 USD / Yearly
  • <p>Our client is looking for a detail-oriented Credit Specialist to support commercial credit and collections activities in Houston, Texas. This position focuses on evaluating customer credit information, helping manage account risk, and promoting timely payment across business accounts. The ideal candidate brings strong analytical ability, sound judgment, and at least 3 years of relevant experience in credit analysis and commercial collections.</p><p><br></p><p>Responsibilities:</p><p>• Review commercial credit applications and assess customer financial information to support informed credit decisions.</p><p>• Monitor account performance and payment trends to identify risk, recommend credit actions, and maintain healthy receivables.</p><p>• Work directly with business customers to resolve outstanding balances and drive effective commercial collection efforts.</p><p>• Maintain accurate credit records, account documentation, and supporting analysis within internal systems.</p><p>• Partner with sales, customer service, and finance teams to address account issues and support credit-related inquiries.</p><p>• Evaluate credit limits and payment terms based on account history, financial data, and overall risk exposure.</p><p>• Follow up on overdue invoices, negotiate payment arrangements when appropriate, and escalate concerns as needed.</p>
  • 2026-04-30T00:00:00Z
Billing Specialist I
  • Kenosha, WI
  • onsite
  • Temporary to Hire
  • 24 - 26.5 USD / Hourly
  • We are looking for a Billing Specialist I to join a team in Wisconsin in a contract-to-permanent capacity. This position supports core invoicing operations by preparing accurate billing, resolving discrepancies, and helping maintain timely financial reporting. The ideal candidate brings strong organizational skills, solid communication abilities, and the ability to work effectively with both internal partners and external clients.<br><br>Responsibilities:<br>• Manage daily billing support activities by monitoring work queues, reviewing supporting notes, and helping move invoices through the preparation process.<br>• Create and issue customer invoices in alignment with established billing standards, contractual terms, and internal procedures.<br>• Examine billing records and backup documentation to confirm accuracy, completeness, and readiness before invoices are sent out.<br>• Investigate billing exceptions by reviewing financial reports and ledger data, then raise unresolved issues to the appropriate team members.<br>• Contribute to month-end accounting tasks through reconciliation work, accrual support, and preparation of routine billing-related reporting.<br>• Assist with unbilled accounts receivable analysis to improve invoice accuracy and provide better visibility into outstanding revenue activity.<br>• Address billing questions from clients and internal stakeholders with timely follow-up and clear communication.<br>• Organize billing files and records while supporting efforts to strengthen controls and improve process efficiency.<br>• Coordinate with cross-functional teams and offshore support partners to help ensure invoicing deadlines are met consistently.
  • 2026-05-08T00:00:00Z
CFO/Controller
  • Davenport, FL
  • onsite
  • Permanent / Full Time
  • 170000 - 200000 USD / Yearly
  • <p>We are looking for an experienced CFO/Controller to lead accounting and financial operations for a construction-focused organization in Davenport, Florida. This position is ideal for a hands-on finance leader who can oversee day-to-day reporting, guide a small team, and provide strong financial insight to support business decisions. The role calls for deep knowledge of construction accounting, cost tracking, and financial controls, with the ability to operate effectively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s accounting and finance activities, ensuring accurate records, timely reporting, and strong internal oversight.</p><p>• Supervise and mentor a small finance team of two while remaining actively involved in daily accounting operations.</p><p>• Prepare, review, and deliver financial statements, management reports, and other analyses needed to support executive decision-making.</p><p>• Oversee construction accounting processes, including job cost tracking, budget monitoring, and profitability analysis across projects.</p><p>• Maintain and strengthen financial controls, policies, and procedures to support compliance and operational efficiency.</p><p>• Partner with leadership to support forecasting, cash flow planning, and overall financial strategy for the business.</p><p>• Manage the use of Sage 300 for accounting and reporting functions, helping ensure effective system utilization across finance processes.</p><p><br></p><p>For immediate consideration regarding the CFO/Controller position, please send your resume to Mitch Anderson, VP and Practice Director. ***You can find my email on LinkedIn (Mitch Anderson, MBA) to send me your resume directly. You can also call (407) 214-8427.</p>
  • 2026-04-29T00:00:00Z
Development Accountant
  • Washington, DC
  • onsite
  • Permanent / Full Time
  • 80000 - 90000 USD / Yearly
  • <p><strong>Development Accountant (Hybrid, DC-Based)</strong></p><p>Are you passionate about making an impact in the affordable housing sector? Join a mission-driven team dedicated to building, preserving, and financing high-quality affordable housing. With nearly 40 years of experience and a collaborative, cross-functional staff of 60+, we put residents first and innovate solutions that help strengthen communities nationwide.</p><p><strong>Position Overview</strong> As a Development Accountant, you will report to the Assistant Controller, Real Estate and Property Accounting, overseeing the financial operations for a portfolio of affordable housing properties in various stages of development and operation. This highly collaborative role offers a blend of accounting, analysis, and stakeholder engagement to ensure accuracy, transparency, and compliance with organizational and GAAP standards.</p><p>You’ll interact with property managers, lenders, internal teams, deal investors, and external partners to deliver timely financial information, facilitate audits, and drive ongoing improvements. This DC-based position qualifies for a hybrid work schedule</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Full-cycle accounting and financial statement preparation for assigned real estate projects (operational, predevelopment, and development).</li><li>Oversee monthly reconciliations, variance analyses, and financial reporting from third-party property management accountants.</li><li>Track and account for partnership interests, fees, funds, and project financial execution (General Partner/Limited Partner).</li><li>Monitor intercompany activity: operating properties, loans receivable/payable, and related reconciliations.</li><li>Collaborate on annual budget and forecast development and report significant variances to management.</li><li>Assist with audits, tax process coordination, proforma preparation, settlement statements, and compliance activities.</li><li>Manage construction draws, lender requisitions, and reconcile draw schedules to project budgets and actual costs.</li><li>Update and maintain property ledgers; integrate development activities and construction transactions into operating records.</li><li>Develop and maintain depreciation, amortization, and asset retirement obligation schedules.</li><li>Lead preparation of supporting audit documentation and communication with vendors, contractors, and banks.</li><li>Contribute to internal controls and process improvements per GAAP.</li><li>Serve as liaison between finance and development teams for assigned properties.</li></ul><p><strong>Why Apply?</strong> This is an extraordinary opportunity for a skilled accountant with a passion for affordable housing and public service to be involved in several areas (predevelopment, development, operational, funds, etc.) of real estate accounting. Grow your career while helping deliver lasting impact and stability to communities while being mentored by and have direct access to a fantastic leadership and executive team. Apply directly to this posting for immediate consideration. If you have additional questions, contact Lee Chernett, VP at Robert Half Finance &amp; Accounting, via LinkedIn.</p><p><br></p><p><br></p>
  • 2026-04-15T00:00:00Z
AP Accounting Specialist
  • Wellesley, MA
  • onsite
  • Permanent / Full Time
  • 64000 - 75000 USD / Yearly
  • <p>An AP Specialist with a strong personality would thrive in this environment. Our client is seeking someone who has experience working in a fast-paced, high-volume environment while managing both employee expenses and vendor payments with accuracy. This role involves handling expense reports and corporate credit cards, processing invoices, and ensuring everything matches correctly. This role requires strong attention to detail, heavy reconciliation, organization skills, and able to resolve discrepancies. Experience with Excel, accounting systems, and complex transactions is a must.</p>
  • 2026-04-22T00:00:00Z
Power BI Data Analyst
  • Tampa, FL
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p>Full time position located on-site in Tampa, in-office is a requirement of our client. </p><p><br></p><p>We are looking for a Power BI Data Analyst to join our team in Tampa, Florida. This role focuses on transforming complex business data into clear reporting, predictive insights, and practical decision-support tools that help teams make informed choices. The ideal candidate combines strong Power BI expertise with analytical depth, statistical knowledge, and the ability to communicate findings through effective visual storytelling.</p><p><br></p><p>Responsibilities:</p><p>• Build and deliver BI solutions that address reporting and analytical needs across multiple business areas using Microsoft-based technologies.</p><p>• Develop, publish, and support Power BI dashboards, reports, and underlying reporting environments across on-premises and cloud platforms.</p><p>• Create and maintain advanced queries, calculations, and reusable data functions to support reliable analysis and reporting.</p><p>• Examine data quality, validate performance, and ensure datasets align with sound testing practices and accurate business logic.</p><p>• Perform exploratory analysis and statistical modeling to uncover trends, patterns, and actionable insights from structured and unstructured data.</p><p>• Design clear visual presentations that translate analytical results into business-facing recommendations for stakeholders and leadership.</p><p>• Enhance existing models, scoring approaches, and analytical methods to improve portfolio segmentation and predict payment behavior more effectively.</p><p>• Develop pricing and liquidation models, including curve analysis and related business frameworks, to strengthen purchasing decisions based on historical account outcomes.</p><p>• Monitor processes through troubleshooting, quality checks, documentation updates, and ongoing improvements to analytical workflows and data methods.</p><p>• Partner with IT and cross-functional teams to design, implement, and maintain analytics tools from concept through deployment.</p>
  • 2026-05-06T00:00:00Z
Senior Business Analyst- Actimize
  • New York, NY
  • remote
  • Temporary / Contract
  • 95 - 110 USD / Hourly
  • We are looking for an experienced Senior Business Analyst- Actimize to support complex analytics and financial technology initiatives. This Long-term Contract opportunity is ideal for a detail-oriented candidate who can translate business needs into detailed documentation, partner closely with technical teams, and drive data-focused Actimize implementation efforts. The role requires strong analytical thinking, hands-on experience with reporting and visualization tools, and the ability to contribute to testing and solution validation across the project lifecycle.<br><br>Responsibilities:<br>• Gather stakeholder needs and convert business objectives into well-structured business requirement documents for Actimize-related initiatives.<br>• Work with technical and functional teams to define data requirements, process flows, and solution specifications that support successful implementation outcomes.<br>• Analyze large and complex data sets using SQL and related tools to identify trends, validate requirements, and support decision-making.<br>• Create dashboards and reporting outputs in Power BI to communicate project insights, operational metrics, and implementation progress.<br>• Support testing activities by developing test scenarios, coordinating validation efforts, and confirming that Actimize solutions align with documented requirements.<br>• Collaborate with cross-functional partners to resolve gaps, clarify business rules, and improve the quality of deliverables throughout the project.<br>• Leverage business intelligence and data modeling tools to document source-to-target relationships and support solution design discussions.
  • 2026-05-06T00:00:00Z
MES Analyst
  • Plymouth, MI
  • onsite
  • Permanent / Full Time
  • 95000 - 100000 USD / Yearly
  • <p>The MES Analyst is responsible for the implementation, support, configuration, optimization, and continuous improvement of the MES System (Solidat). This role acts as a liaison between Manufacturing, Quality, Engineering and IT to ensure accurate data capture, system reliability, and alignment with production and compliance requirements.</p><p><br></p><p>Responsibilities:</p><p>·      Support daily operations of the MES, ensuring system availability, accuracy, and performance</p><p>·      Configure and maintain MES workflows, routings, and production parameters</p><p>·      Partner with Manufacturing, Quality, Engineering and Materials to gather system requirements and translate them into MES solutions</p><p>·      Troubleshoot MES issues, perform root cause analysis, and implement corrective actions</p><p>·      Support system integrations with ERP, PLCs, and other manufacturing systems</p><p>·      Create and maintain MES documentation, including SOPs, work instructions, and system configurations</p><p>·      Support data integrity, traceability, and electronic batch records where applicable</p><p>·      Develop and deliver MES reports, dashboards, and KPIs to support manufacturing performance</p><p>·      Train end users and provide ongoing system support</p>
  • 2026-04-16T00:00:00Z
Controller/CFO
  • Burbank, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>&#128188; <strong>Chief Financial Officer Opportunity</strong> &#128188;</p><p>Are you an experienced and strategic leader ready to guide a growing company toward its next big milestone? We are seeking a <strong>CFO</strong> to partner with the CEO in driving strategy, optimizing revenue streams, and preparing the organization for a successful future transition, all while taking a hands-on approach to the general ledger and month end close?</p><p><br></p><p>This is an exciting opportunity for an entrepreneurial financial expert who thrives in small to mid-sized private organizations, enjoys building scalable processes, and has the vision to lead both current operations and long-term strategic goals.</p><p><br></p><p><strong>Why This Role?</strong></p><p>This is your chance to:</p><ul><li><strong>Shape Strategy &amp; Growth</strong>: Partner with executive leadership to establish and achieve ambitions for growth and an eventual exit.</li><li><strong>Lead from the Front</strong>: Be both hands-on and visionary, managing day-to-day financial operations while steering long-term success.</li><li><strong>Cross-Functional Impact</strong>: Influence departments beyond finance, including HR, IT, and operations, to create a cohesive strategy.</li><li><strong>Drive Financial Excellence</strong>: Own and optimize accounting controls, reporting, and budgetary processes, while ensuring alignment with GAAP principles.</li></ul><p><strong>What Sets You Apart:</strong></p><ul><li><strong>Strategic &amp; Hands-On</strong>: A leader who can &quot;be in the weeds&quot; while keeping sight of the big picture.</li><li><strong>Entrepreneurial Spirit</strong>: A self-starter who thrives in growth-stage environments.</li><li><strong>Cross-Department Leadership</strong>: Comfortable managing functions like HR, IT, and payroll alongside core financial responsibilities.</li><li><strong>Team-First Mentality</strong>: A strong value system with the ability to prioritize company and team success over individual goals.</li></ul><p><br></p>
  • 2026-05-05T00:00:00Z
Accounting Specialist (AP/AR)
  • Syracuse, NY
  • onsite
  • Permanent / Full Time
  • 50000 - 55000 USD / Yearly
  • <p>We are seeking a detail‑oriented accounting specialist for a <strong>direct‑hire opportunity</strong> with a well‑established organization in the Syracuse area. This role will support Accounts Receivable (A/R), Accounts Payable (A/P), and general administrative functions and is well suited for someone with a solid accounting foundation who enjoys balancing hands‑on transactional work with broader office support in a collaborative, team‑oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Support day‑to‑day accounting operations across Accounts Receivable and Accounts Payable</p><p>• Generate customer billing documents and send invoices promptly to support accurate revenue collection</p><p>• Record incoming payments, apply them to the correct accounts, and maintain up-to-date receivables records</p><p>• Monitor outstanding balances, review aging reports, and communicate with customers regarding payment status as needed</p><p>• Reconcile customer accounts, investigate discrepancies, and resolve payment or billing differences</p><p>• Enter and process supplier invoices, verify payment details, and help ensure vendors are paid on schedule</p><p>• Compare purchase orders, invoices, and receiving documentation to confirm transaction accuracy before payment</p><p>• Reconcile vendor statements, maintain complete and accurate financial records, and assist with expense tracking and reporting</p><p>• Organize electronic and paper records, perform data entry, prepare routine documents, and provide general administrative support</p><p>• Communicate with vendors, clients, and team members to address questions and keep financial information current</p>
  • 2026-04-29T00:00:00Z
Financial Planner - 3 days Remote!
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • <p><strong>Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite</strong></p><p>Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a <strong>Financial Planner</strong> ready to take their career to the next level.</p><p>This is not just another planning role—this is an opportunity to step into a <strong>high-growth, advisor-centric firm</strong> where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.</p><p>If you enjoy creating meaningful financial strategies but want <strong>more collaboration, more exposure, and more impact</strong>, this is the move.</p><p> </p><p><strong>Why this role stands out:</strong></p><ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul><p><br></p>
  • 2026-05-08T00:00:00Z
Fund Controller
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Chris Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent benefits (unlimited time off, 6% 401K match) and is hybrid. Candidates need to have exposure to PE Debt Funds in order to be considered.</p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) </p><p><strong><u>Job Purpose (Job Summary)</u>:</strong></p><p>The Controller is responsible for certain aspects of financial reporting and oversight of the valuation process and controls for the institutional credit funds. Additional responsibilities include supporting other functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team.</p><p><strong><u>Key Responsibilities / Duties</u>:</strong></p><p><strong>CLO Equity Funds and other private credit funds:</strong></p><p>The Controller is the primary contact for the Credit Funds portfolio management team, providing fund and investment related data and conducting fund operations as instructed by the portfolio managers and operations teams.</p><p>Responsible for oversight of daily operations of the Credit Funds and other assigned funds, such as capital calls, management of the lines of credit, distributions, information requests, and special projects.</p><p>Responsible for overseeing third party service providers for the quarterly reporting for the Credit Funds and the annual audits.</p><p>Work with other departments on the acquisition and disposition of portfolio investments as appropriate.</p><p>Demonstrate leadership skills by volunteering for special projects in the department.</p><p>Other duties as assigned.</p><p><strong>Credit Funds and CLO (Collateralized Loan Obligations) Equity Funds:</strong></p><p>The Controller is the primary contact for the Invesco, Ltd. corporate accounting team for matters related to the consolidation of the Credit Funds and CLO equity funds.</p><p>Responsible for overseeing third party service providers that provide data and analysis for the consolidation of the Credit Funds.</p><p>Responsible for coordinating responses to auditor requests related to the Private Credit Funds, including the related disclosures.</p><p>Responsible to oversee or otherwise complete the data analysis for disclosures related to the Credit Funds consolidated by the investment manager.</p><p> Assist the fund accounting team with the coordination, preparation, and timely completion of all audit reports for the funds.</p><ul><li>Assist the Invesco, Ltd. corporate accounting team in reviewing the consolidation files, support therefor, and other analysis required by the corporate accounting team for the consolidated financial statements and disclosures included in the 10Qs and 10K.</li></ul>
  • 2026-05-01T00:00:00Z
Fund Controller
  • Sherman Oaks, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • We are looking for an experienced Fund Controller to oversee the financial operations of venture capital funds based in Sherman Oaks, California. This role is essential in ensuring accurate fund accounting, compliance, and reporting, while collaborating with internal teams and external partners. The ideal candidate will bring a strong background in fund accounting and a keen eye for detail to maintain the integrity of financial processes.<br><br>Responsibilities:<br>• Manage fund accounting tasks, including capital calls, distributions, expense allocations, and fund calculations.<br>• Prepare quarterly and annual financial statements in compliance with industry standards.<br>• Coordinate audits and tax filings, including K-1s, while liaising with external auditors and tax advisors.<br>• Ensure compliance with fund regulations and oversee investor communications and LP reporting.<br>• Support the launch of new funds, fund closings, and portfolio company transactions.<br>• Develop and enhance accounting processes, internal controls, and financial systems.<br>• Utilize Netsuite software to streamline accounting operations and reporting.<br>• Collaborate with cross-functional teams to ensure seamless financial integration and reporting.
  • 2026-04-17T00:00:00Z
Broker Dealer Regulatory Reporting Consultant
  • New York, NY
  • onsite
  • Temporary / Contract
  • 50 - 75 USD / Hourly
  • <p>Our client is in the process of getting registered as a broker-dealer and futures commission merchant and are looking for an experienced consultant to help establish and perform regulatory reporting duties. </p>
  • 2026-05-06T00:00:00Z
29