We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service.<br><br>Responsibilities:<br>• Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance.<br>• Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals.<br>• Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches.<br>• Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs.<br>• Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities.<br>• Expand business opportunities through prospecting, referrals, networking, and engagement within the community.<br>• Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions.<br>• Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
<p>Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.</p><p>This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
<p>Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment strategies, building long-term client relationships, and helping clients achieve their financial goals through sound financial guidance and portfolio management.</p><p><br></p><p>The ideal candidate will possess strong relationship-building skills, a consultative approach, and a deep understanding of investment products, financial markets, and wealth management strategies.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a trusted advisor to clients by providing personalized investment and financial planning guidance.</li><li>Develop and maintain long-term client relationships through proactive communication and exceptional service.</li><li>Assess clients' financial objectives, risk tolerance, and investment preferences to create customized investment strategies.</li><li>Monitor and manage client portfolios, making recommendations based on market conditions and changing client needs.</li><li>Educate clients on investment options, retirement planning, wealth preservation, estate planning, and other financial matters.</li><li>Conduct regular portfolio reviews and provide ongoing performance updates.</li><li>Identify opportunities to grow assets under management through client referrals, networking, and business development activities.</li><li>Stay informed on market trends, economic developments, and industry regulations.</li><li>Ensure compliance with all regulatory requirements, fiduciary responsibilities, and company policies.</li><li>Collaborate with internal partners and external professionals, including accountants, attorneys, and financial planners, to provide comprehensive client solutions.</li><li>Maintain accurate client records, investment documentation, and reporting.</li></ul><p><br></p>
<p>Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul><p><br></p>
We are looking for an experienced Data/Information Architect to shape and advance a modern cloud-based data environment. This long-term contract opportunity is well suited for someone who can define scalable architecture, optimize data flow, and support enterprise reporting and analytics needs. The role centers on designing high-performing Snowflake solutions, establishing strong data models, and connecting information from multiple business platforms into a unified ecosystem.<br><br>Responsibilities:<br>• Define and evolve the overall architecture for a cloud data platform with a focus on scalability, reliability, and long-term performance.<br>• Create Snowflake-based solutions that support efficient data storage, transformation, and consumption for analytics and reporting.<br>• Develop logical and physical data models that improve consistency, usability, and governance across enterprise datasets.<br>• Integrate data from a range of internal business applications and external sources to build a connected and dependable information framework.<br>• Partner with technical and business stakeholders to translate reporting and analytical goals into practical architectural designs.<br>• Establish standards for data organization, documentation, and file management to support accuracy, accessibility, and compliance needs.<br>• Review existing data processes and recommend improvements that strengthen platform efficiency, quality, and maintainability.<br>• Provide architectural guidance on digital content and documentation-related data structures where they intersect with enterprise information systems.
<p><strong>Senior Finance Associate, FP&A</strong></p><p><strong>Boston - Hybrid: 3 days in office</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Drive the annual budgeting process and maintain regular forecasting updates to reflect business performance and changing priorities.</p><p>• Build financial models and forward-looking analyses that support strategic planning and long-term outlook development.</p><p>• Prepare management reports, performance summaries, and trend evaluations for senior leaders and key stakeholders.</p><p>• Work closely with cross-functional partners to compare actual results against plans and improve financial alignment across the organization.</p><p>• Conduct variance reviews to identify underlying drivers, explain performance shifts, and highlight areas requiring attention.</p><p>• Assist with journal entry support and contribute to special projects that require financial evaluation and recommendations.</p><p>• Analyze financial data to uncover risks, surface opportunities, and support informed decision-making across the business.</p>
<p><em>The salary range for this position is $130,000-$135,000 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>The Manager of Financial Reporting will play a key role in both external and internal management reporting. This individual will work closely with Financial Planning and Analysis, Treasury, Tax, Regional Finance teams, and the Corporate Accounting team to consolidate and report the Company’s results. This individual will be responsible for the preparation and review of the disclosures included in its 10-Q and 10-K as well as assist with internal management reporting, reporting to government agencies, and standalone entity audits. A successful candidate for this role will be strong in both technical accounting and analytical skills and have strong communication skills.</p><p><br></p><p><br></p><ul><li>Review of consolidated balance sheet, income statement, statement of cash flows, and footnotes in accordance with US GAAP and SEC reporting requirements</li><li>Involvement in the internal reporting process on a monthly basis, including preparation and review of the monthly reporting package and analysis, as well as working with the business unit finance teams to streamline process and improve content</li><li>Review and prepare as necessary consolidation and intercompany elimination entries</li><li>Prepare and approve chart of account updates</li><li>Monitor and analyze accounting data loaded to the system monthly</li><li>Review support to be provided to external auditors</li><li>Review and prepare, when necessary, standalone entity external audited financial statements and footnotes on an as-needed basis</li><li>Assist with the optimization of consolidation and reporting procedures, including reducing the time to close and reporting results</li><li>Ensure XBRL reporting requirements are met, including establishing best practices</li><li>Participate in the preparation of materials for the Company's Audit Committee of the Board of Directors meetings</li><li>Supervise seniors on the team and provide direction and oversight</li><li>Participate in assigned special projects as needed</li></ul><p><br></p>
We are looking for a QA Analyst to support software testing initiatives for a high-visibility enterprise program in Jacksonville, Florida. This role partners closely with development and program teams to ensure applications meet business and technical expectations through thoughtful planning, detailed validation, and clear defect reporting. The ideal candidate brings strong manual testing experience, comfort working with Oracle-based environments, and a collaborative approach to improving software quality.<br><br>Responsibilities:<br>• Assess the scope of testing activities and provide effort estimates for assignments of varying size and complexity.<br>• Examine business requirements, solution designs, and technical documentation to uncover gaps and build effective test coverage.<br>• Develop, update, and carry out structured test plans, test cases, and test scripts that verify expected system behavior.<br>• Log, monitor, and retest defects while communicating findings, risks, and progress to project stakeholders.<br>• Perform functional and regression testing across assigned application areas and summarize outcomes in a clear, organized manner.<br>• Adjust testing approaches as project needs evolve and help maintain alignment between requirements and validation efforts.<br>• Partner with automation specialists to troubleshoot issues affecting automated functional or performance test execution.<br>• Recommend enhancements to quality assurance practices, tools, and reporting to strengthen overall testing effectiveness.<br>• Provide guidance to less experienced analysts and contribute subject matter expertise on critical business applications.<br>• Support project coordination activities, including planning efforts and the configuration or improvement of testing tools used by the team.
<p>We are looking for an experienced SEC Reporting Analyst to join a manufacturing organization on a Contract basis in Minneapolis, Minnesota. This role will provide critical support to the external reporting function by helping prepare public filings, financial statements, and disclosures while maintaining compliance with reporting deadlines. The ideal candidate can step in quickly, collaborate effectively with cross-functional stakeholders, and bring strong technical expertise in external reporting during a period of team transition.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and support quarterly and annual external reporting activities to ensure timely and accurate submission of required filings.</p><p>• Contribute to the drafting, updating, and review of SEC filings, financial statements, and accompanying footnote disclosures.</p><p>• Organize reporting schedules, supporting documentation, and deliverables to keep the reporting process on track.</p><p>• Partner with internal teams to verify data accuracy, strengthen disclosure quality, and uphold regulatory compliance standards.</p><p>• Provide dependable coverage for the external reporting function during an interim team transition period.</p><p>• Assist in maintaining consistency across reporting packages by reviewing narrative and numerical disclosures for completeness.</p><p>• Support ad hoc reporting needs and help resolve issues that could affect filing quality or deadlines.</p>
We are looking for a meticulous SEC Reporting Analyst to support external reporting, technical accounting research, and regulatory compliance for our finance organization in Houston, Texas. This role will play a central part in preparing periodic filings, evaluating complex accounting matters, and partnering with cross-functional teams to ensure accurate and timely financial disclosures. The ideal candidate brings a solid foundation in U.S. GAAP and SEC reporting, along with the ability to communicate accounting conclusions clearly to internal and external stakeholders.<br><br>Responsibilities:<br>• Oversee the preparation and review of quarterly and annual SEC filings, including Forms 10-Q, 10-K, 8-K, and Section 16 reporting, to support complete and timely submissions.<br>• Contribute to the development and filing of the annual proxy statement, coordinating required financial and governance-related disclosures.<br>• Evaluate newly issued accounting guidance and work with business partners to determine reporting implications and implementation needs.<br>• Investigate complex accounting topics, document technical positions, and discuss conclusions with external auditors to support final treatment.<br>• Prepare clear written analyses that explain significant transactions, financial reporting judgments, and accounting conclusions for management and audit review.<br>• Review acquisition and related transaction documents to identify accounting, valuation, and disclosure considerations.<br>• Manage recurring valuation-related reporting activities and maintain supporting schedules and workpapers for quarterly updates.<br>• Lead the annual goodwill impairment assessment and coordinate supporting analysis for review by key stakeholders.<br>• Partner closely with Accounting, Finance, Legal, and other internal teams to strengthen reporting processes, update controls, and support audit requests and special projects.
We are looking for a Sr Accounts Payable Analyst to join a growing organization in Charlotte, North Carolina on a Contract to permanent basis. This position is ideal for a detail-oriented finance specialist who enjoys working through complex payables activity, maintaining accurate records, and partnering across departments to support daily accounting operations. The role offers the opportunity to contribute to month-end close, vendor documentation, and inventory-related payables in a fast-paced environment where accuracy and follow-through are essential.<br><br>Responsibilities:<br>• Oversee inventory-related accounts payable activity by monitoring goods in transit, tracking shipment timing, and matching deposits or prepayments against final supplier invoices.<br>• Review outstanding payables and unapplied cash items to improve record accuracy and help resolve open transactions promptly.<br>• Record financial activity with a high level of precision and ensure entries are posted within required timelines.<br>• Support month-end close by preparing schedules, assisting with reconciliations, and helping complete accounting deliverables on time.<br>• Partner with accounting leadership on balance sheet reconciliations and follow up on discrepancies until resolved.<br>• Maintain organized financial documentation, including vendor tax forms, credit memos, debit memos, and other supporting records for audit and business needs.<br>• Work closely with internal teams, suppliers, and customers to answer questions, obtain documentation, and keep transactions moving efficiently.<br>• Process or coordinate international payment activity, including wire transfers, while following internal controls and documentation standards.
We are looking for an experienced Sr Accounts Payable Analyst to support high-volume vendor payment operations for our team in Grand Rapids, Michigan. This role is ideal for someone who can balance accuracy, responsiveness, and strong follow-through while working across multiple priorities. You will play a key part in keeping invoice workflows moving efficiently, resolving payables issues, and partnering with internal stakeholders and external processing resources to maintain smooth operations.<br><br>Responsibilities:<br>• Manage end-to-end vendor invoice processing in Tipalti while ensuring adherence to established financial policies and internal controls.<br>• Examine incoming bills for proper account coding, required backup, completeness, and approval readiness before submission for payment.<br>• Coordinate approval workflows by directing invoices to the appropriate reviewers, tracking pending items, and following up to prevent delays.<br>• Investigate and resolve discrepancies related to invoices, payments, documentation, and vendor questions in a timely manner.<br>• Communicate with agency contacts regarding invoice status, payment timing, approval needs, and submission expectations.<br>• Assist newly acquired agencies as they align with company accounts payable procedures and supporting systems.<br>• Maintain well-organized payables records and documentation to support audit readiness and operational consistency.<br>• Contribute to month-end close tasks and provide support for outsourced processing activities by clarifying procedures, reviewing work quality, and escalating recurring issues when needed.
<p><strong>Data Scientist III </strong>(Supply Chain Optimization & Forecasting)</p><p>Long Term Contract</p><p>Hybrid Philadelphia, PA</p><p>Pay: Available on W2</p><p><strong>Overview</strong></p><p>We are seeking an experienced <strong>Data Scientist III</strong> to support a Supply Chain Planning Center of Excellence focused on forecasting, inventory optimization, and advanced analytics. This individual will design and deploy data science and operations research solutions that improve demand planning, inventory performance, and supply chain decision-making across complex business networks.</p><p>This role requires a combination of Data Science and Operations Research expertise. Candidates should be comfortable building machine learning models as well as optimization and linear programming solutions that support supply chain planning and inventory decisions.</p><p><strong>Key Responsibilities</strong></p><p>Forecasting & Data Science</p><ul><li>Develop and deploy time-series forecasting and machine learning models to improve demand planning performance.</li><li>Build and enhance demand forecasting models and machine learning solutions.</li><li>Develop inventory optimization, linear programming, and Operations Research models that improve planning decisions.</li><li>Analyze inventory performance, demand variability, and forecasting accuracy to improve business outcomes.</li><li>Translate business requirements into scalable analytical solutions.</li><li>Perform feature engineering, model development, validation, and statistical analysis using large-scale supply chain datasets.</li></ul><p>Inventory Optimization & MEIO</p><ul><li>Lead the development, enhancement, and ownership of Multi-Echelon Inventory Optimization (MEIO) models.</li><li>Translate business requirements, operational constraints, and planning policies into mathematical optimization models and decision-support tools.</li><li>Develop optimization logic that balances inventory investment, service levels, safety stock, lead-time variability, network constraints, and cost objectives.</li></ul><p>Optimization Engineering</p><ul><li>Build and maintain mathematical optimization models using commercial optimization solvers such as Gurobi or similar platforms.</li><li>Apply optimization techniques including linear programming, mixed-integer programming, scenario modeling, simulation, and uncertainty-aware optimization.</li></ul><p>Data Engineering & Operationalization</p><ul><li>Develop and maintain SQL-based ETL processes and data pipelines that support optimization and forecasting solutions.</li><li>Partner with data engineering teams to ensure data quality, availability, and reliability.</li><li>Create monitoring, governance, and documentation processes to support production-ready solutions.</li></ul>
<p><strong>Finance & Accounting Specialist - Bilingual Japanese</strong></p><p>We are looking for a detail-oriented Finance & Accounting Specialist - <strong>Bilingual Japanese </strong>to support day-to-day accounting operations for a hospitality-focused organization in Torrance, California. This role is ideal for someone who can manage financial records accurately, communicate effectively in Japanese and English, and contribute to efficient billing and payment processes. The position offers the opportunity to work across both payables and receivables while helping maintain organized, timely, and reliable accounting data.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, verify supporting documentation, and prepare payments in accordance with internal timelines and accounting procedures.</p><p>• Maintain accounts receivable records by creating invoices, monitoring outstanding balances, and following up on open items as needed.</p><p>• Enter financial information into accounting systems with a high degree of accuracy and ensure records remain current and complete.</p><p>• Reconcile transactions and review account activity to identify discrepancies, resolve issues, and support clean financial reporting.</p><p>• Use QuickBooks and related tools to track daily accounting activity, organize records, and generate routine financial information.</p><p>• Coordinate with internal teams and external contacts in both Japanese and English to address billing questions and payment matters.</p><p>• Support invoice processing workflows by reviewing details, matching records, and helping improve efficiency in day-to-day accounting tasks.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>About the Opportunity</p><p>We're seeking a Data Scientist who thrives at the intersection of business strategy, marketing analytics, and statistical analysis. This role sits between a traditional Data Analyst and Data Scientist, focusing less on reporting and more on answering complex business questions that influence marketing investment decisions.</p><p>You'll join a high-performing analytics team responsible for evaluating and optimizing one of the organization's largest performance marketing channels. The ideal candidate brings a strong background in B2C marketing analytics, paid search, experimentation, and statistical analysis, with the ability to translate ambiguous business problems into actionable recommendations.</p><p><br></p><p>What You'll Do</p><p>In this role, you'll use data to influence marketing strategy and investment decisions across large-scale paid search programs.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and execute incrementality tests, holdout experiments, and pre/post analyses to measure the true business impact of paid search investments.</li><li>Build statistical frameworks to evaluate campaign performance and guide strategic decision-making.</li><li>Analyze large datasets using SQL and Python to uncover trends, performance drivers, and opportunities.</li><li>Develop recommendations regarding marketing spend allocation through ROI and marginal return analyses.</li><li>Translate complex business questions into structured analytical approaches and defensible recommendations.</li><li>Partner with marketing, analytics, and business stakeholders to influence investment and optimization strategies.</li><li>Create and maintain trusted reporting, dashboards, and performance measurement frameworks.</li><li>Validate findings, quality-check reporting, and challenge assumptions to ensure analytical rigor.</li><li>Support ad hoc analyses including:</li><li>Marketing budget optimization</li><li>Competitive performance analysis</li><li>Search engine algorithm impact assessments</li><li>Customer acquisition and conversion performance studies</li></ul><p>What a Typical Month Looks Like</p><ul><li><strong>50%</strong> Ongoing performance management and campaign optimization</li><li><strong>30%</strong> Strategic projects, experimentation, and deep-dive analysis</li><li><strong>20%</strong> Team collaboration, stakeholder meetings, and team development</li></ul>
We are looking for a Workday System Analyst to join a team on a contract-to-permanent basis. In this role, you will connect HR operational needs with Workday system capabilities by translating business priorities into clear technical and process solutions. This position is ideal for someone who enjoys improving workflows, organizing requirements, and helping stakeholders navigate system enhancements with confidence.<br><br>Responsibilities:<br>• Manage incoming support requests and enhancement submissions, assess urgency and impact, and direct items to the appropriate technical resources.<br>• Partner with HR and business stakeholders to gather needs, define functional expectations, and create clear user stories, workflow diagrams, and acceptance standards.<br>• Evaluate end-to-end HR processes such as onboarding, payroll, benefits enrollment, and recruiting to identify opportunities for better efficiency and stronger system alignment.<br>• Lead coordination of testing activities for updates and releases by preparing test scenarios, organizing data needs, monitoring execution, and confirming completion with stakeholders.<br>• Monitor service levels, recurring ticket patterns, and issue history to uncover root causes and recommend long-term corrective actions.<br>• Create and maintain process guides, training content, and knowledge base materials that support consistent team execution and user adoption.<br>• Contribute to reporting, operational metrics, and continuous improvement efforts, including the use of AI-supported approaches for intake and documentation.<br>• Work closely with technical and functional teams to ensure requested changes are well understood, properly prioritized, and delivered with quality.
We are looking for an experienced Sr. Accountant - Financial Reporting to provide hands-on support for corporate accounting and external reporting activities in Fort Worth, Texas. This Long-term Contract position will focus on preparing key components of periodic SEC filings, maintaining the accuracy of supporting documentation, and contributing to a reliable month-end close process. The ideal candidate brings recent experience with public company reporting and can work independently in a fast-paced environment while partnering effectively with cross-functional teams.<br><br>Responsibilities:<br>• Prepare assigned sections of quarterly and annual SEC filings, including related financial statement footnotes and supporting disclosure schedules.<br>• Assemble and validate tie-out documentation to ensure consistency between source data, workpapers, and published reports.<br>• Perform account reconciliations and resolve variances to support the integrity of the general ledger and financial statements.<br>• Record journal entries accurately and on schedule as part of monthly and quarterly close activities.<br>• Support month-end close deliverables by analyzing balances, reviewing transactions, and maintaining reporting accuracy.<br>• Utilize tools such as Workiva and HFM to compile, organize, and manage financial reporting information.<br>• Assist with reporting and accounting coverage while internal team members are dedicated to the S/4HANA implementation.<br>• Collaborate with accounting and finance stakeholders to meet reporting deadlines and respond to information requests efficiently.
<p>We are looking for an experienced <strong>Sr. AR Analyst</strong> to support accounts receivable operations in Fort Lauderdale, FL. This position focuses on complex customer accounts, accurate billing, timely collections, and detailed account analysis to strengthen cash flow and financial accuracy. The ideal candidate will work closely with cross-functional teams, help resolve payment issues efficiently, and contribute to process improvements across billing and receivables activities.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Oversee a portfolio of high-impact customer accounts by managing invoicing, collections, and payment posting with a high degree of accuracy and timeliness.</p><p>• Administer customer deposits and progress billing activities while ensuring invoices are aligned with contract terms and project milestones.</p><p>• Collaborate with project and estimating teams to confirm billing readiness and address issues that could delay invoicing.</p><p>• Review account activity, investigate billing concerns, and drive prompt resolution of disputes or payment discrepancies.</p><p>• Track receivables aging trends, prioritize follow-up efforts, and support initiatives that reduce overdue balances and improve collection results.</p><p>• Complete detailed account reconciliations, maintain organized customer records, and research significant account variances.</p><p>• Process incoming payments, credits, adjustments, and approved write-offs in accordance with established company policies and controls.</p><p>• Prepare recurring aging summaries, collection updates, and performance reporting for management, including monitoring Days Sales Outstanding and recommending improvements.</p><p>• Support month-end and year-end close by assisting with reconciliations, revenue-related analysis, work-in-progress billing, audit documentation, and testing activities tied to system enhancements.</p><p>• Act as a subject matter resource for accounts receivable processes while providing guidance and training to team members and identifying opportunities to improve efficiency and internal controls.</p>
We are looking for an experienced financial reporting leader to oversee external reporting, technical accounting, and compliance activities for the organization in San Diego, California. This role will guide the preparation of public company filings, strengthen reporting processes, and partner across the business to support accurate and timely financial communication. The ideal candidate brings strong U.S. GAAP expertise, public company reporting experience, and a hands-on approach to process improvement and team development.<br><br>Responsibilities:<br>• Direct the end-to-end preparation, review, and submission of periodic and event-driven public filings, including annual, quarterly, current, and proxy reporting documents.<br>• Lead the reporting calendar from initial drafting through final issuance, ensuring all disclosures are complete, accurate, and submitted on schedule.<br>• Improve and maintain financial statement disclosures within reporting tools such as ActiveDisclosure to support consistency, clarity, and compliance.<br>• Act as the primary subject matter expert for technical accounting matters by researching complex issues, documenting conclusions, and preparing formal accounting position papers.<br>• Assess the accounting treatment for financing arrangements, equity activity, stock-based compensation, and other significant business transactions.<br>• Oversee compliance and internal control documentation efforts, while collaborating with internal teams and external advisors to strengthen the control environment.<br>• Identify and implement opportunities to automate workflows, reduce manual tasks, and enhance reporting accuracy through technology and process optimization.<br>• Support modernization initiatives, including accounting system enhancements such as the transition from QuickBooks to NetSuite.<br>• Lead, mentor, and develop accounting team members, while partnering closely with Finance, Legal, Clinical Operations, external auditors, and executive leadership.
<p>We have partnered with a global provider on their search for a tech savvy, Sr. International Tax Analyst with the proven ability to operate independently and take ownership of responsibilities with minimal insight. The Sr. International Tax Analyst will be responsible for preparing quarterly and annual tax provisions, creating and implementing strategic tax planning, preparing and filing accurate and timely tax returns, assisting with merger and acquisition projects, identifying opportunities for tax savings, staying abreast of legislative and regulatory tax laws, reviewing tax projections, preparing tax-related financial disclosures, and conducting research on complex tax issues and providing guidance to management on tax implications. To be successful in this role, the Sr. International Tax Analyst must have in-depth knowledge of international tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines.</p><p><br></p><p>What you get to do everyday</p><p>· Prepare and review tax calculations</p><p>· Identify and mitigate tax risks</p><p>· Review tax returns and quarterly/yearly projections</p><p>· Develop tax strategies</p><p>· Assist with international tax and transfer pricing</p><p>· Implement best practices and improvements</p><p>· Coordinate tax audits</p><p>· Manage and mentor members of tax team</p><p>· Complete IRS Forms and reporting schedules</p><p>· Oversee special tax related projects</p>
<p>🔥 Hot Job Opportunity: SR ACCOUNTANT</p><p>📍 REMOTE</p><p>🏭 Industry: Manufacturing</p><p>💼 Position Type: Direct Hire</p><p><br></p><p>What you will do:</p><p>✔Month End Close and Financial Reporting </p><p>✔Account Recs </p><p>✔Audit Support</p><p>✔Cost Accounting</p><p>✔Inventory Analysis</p><p>✔Financial Analysis</p><p><br></p><p>💰 Compensation Benefits:</p><p>✔ Base Salary - $70-80k</p><p>✔ Medical, Dental & Vision</p><p>✔ Vacation - 2-3 weeks!</p><p>✔ 10 Paid Holidays</p><p>✔ 4% 401k match</p><p><br></p><p>📞 Interested? Let’s Connect! </p><p>Call 216-800-7232</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm with billions in assets under management</strong>, backing innovative companies across automation, AI, and real-world industries. This is a <strong>high-impact opportunity within a lean, high-performing finance team</strong>, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations.</p><p> </p><p>Ideal for someone who enjoys <strong>process improvement, systems, AI, and automation</strong> and wants meaningful ownership as the platform grows. <strong>Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage <strong>AI and automation</strong> across the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a detail-oriented Entry Level AML Analyst to support financial crime compliance efforts within a Financial Services environment in Princeton, New Jersey. This Long-term Contract position is a strong fit for someone beginning a career in financial analysis, compliance, or banking operations and interested in reviewing transactional activity for potential risk indicators. The role focuses on analyzing customer records, preparing clear written observations, and maintaining accuracy while working with high volumes of information.<br><br>Responsibilities:<br>• Examine customer accounts and transaction activity to identify unusual behavior, inconsistencies, or potential money laundering concerns.<br>• Review compliance documentation and related case materials to support anti-money laundering and enhanced due diligence investigations.<br>• Prepare concise written summaries that clearly document findings, observations, and recommended follow-up items.<br>• Complete accurate and efficient data entry while maintaining the integrity of customer and transaction records.<br>• Use Microsoft Excel to organize, track, and analyze compliance-related information and reporting details.<br>• Support the preparation and review of currency transaction reporting and other required financial compliance records.<br>• Escalate questionable activity or missing documentation to the appropriate team members for further review.<br>• Maintain organized work output and follow established procedures in a deadline-driven environment.