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351 results for Financial Planner jobs
- New York, NY
- onsite
- Temporary / Contract
- 40 - 60 USD / Hourly
- <p>Our client is a major financial institution looking for a skilled Fund Accounting Consultant to join their team on a long-term contract basis. In this role, you will oversee a team responsible for delivering high-quality accounting, administration, and investor services to investment companies and advisors. This position requires a strong ability to manage client relationships, resolve complex issues, and implement solutions tailored to evolving business needs.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of administrators responsible for accounting, administration, financial reporting, and regulatory compliance for investment companies, including hedge funds, private equity funds, and CLOs.</p><p>• Lead month-end close processes, including journal entries and account reconciliation.</p><p>• Help develop/implement new processes to align with regulatory and industry changes.</p><p>• Perform complex accounting reconciliations and calculations for various investment types </p><p><br></p>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul><p> </p>
- 2026-10-29T00:00:00Z
- New York, NY
- onsite
- Permanent / Full Time
- 130000 - 150000 USD / Yearly
- <p>Join a rapidly growing organization where you'll partner with business leaders to drive financial strategy, support growth initiatives, and provide insights that influence key decisions. This highly visible role offers the opportunity to work across multiple functions, translating complex financial data into clear recommendations that improve performance and profitability. </p><p><br></p><p><strong>Key Responsibilities: </strong></p><ul><li> Develop and manage sales, margin, and profitability forecasts to support monthly, quarterly, and annual planning. </li><li>Partner with teams across marketing, commerce, merchandising, operations, and accounting to evaluate performance, identify risks, and uncover growth opportunities. </li><li>Analyze business trends, market dynamics, and financial results to deliver actionable insights and recommendations to leadership. </li><li>Lead recurring reporting processes, including KPI tracking, forecast updates, and operating expense reviews. </li><li>Collaborate with accounting and data teams to enhance the accuracy, transparency, and reliability of financial reporting. </li><li>Prepare executive-level presentations, forecasts, and strategic analyses for senior leadership and board discussions. </li><li>Support high-priority business initiatives, long-range planning efforts, and cross-functional strategic projects. </li><li>Drive process improvements that enhance forecasting, reporting, and overall finance team efficiency. </li></ul><p>This is an excellent opportunity for someone who enjoys partnering with the business, solving complex problems, and helping shape strategic decision-making in a fast-paced environment.</p>
- 2026-10-21T00:00:00Z
- Houston, TX
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- We are looking for an experienced, detail-oriented finance specialist to support planning, reporting, and business decision-making for a growing manufacturing organization in Houston, Texas. This role will partner with operational and leadership teams to interpret financial results, build forward-looking analyses, and communicate clear recommendations to executives. The ideal candidate brings strong FP&A capability, understands manufacturing cost drivers, and can work effectively in both English and Spanish across multiple locations.<br><br>Responsibilities:<br>• Develop financial models, forecasts, and annual operating plans to support strategic and day-to-day business decisions.<br>• Analyze monthly and quarterly results, identify performance trends, and explain key variances against budget, forecast, and prior periods.<br>• Partner with plant and business leaders to translate financial data into practical insights that improve operational and financial performance.<br>• Prepare concise executive-level summaries, presentations, and reporting materials that clearly communicate financial outcomes and recommendations.<br>• Support the budgeting cycle by coordinating inputs, validating assumptions, and helping maintain a disciplined planning process.<br>• Monitor manufacturing-related financial drivers, including cost behavior and production impacts, to strengthen business understanding and decision support.<br>• Collaborate with teams across Spanish-speaking locations to gather information, discuss results, and ensure alignment on financial priorities.<br>• Contribute to process improvement efforts and assist with finance-related system or reporting changes when needed.
- 2026-11-10T00:00:00Z
- Irvine, CA
- onsite
- Permanent / Full Time
- 90000 - 150000 USD / Yearly
- We are looking for a Financial Analyst/Manager to support institutional planning and financial decision-making for a university environment in Irvine, California. This role oversees the annual budgeting cycle, leads forecasting activities throughout the year, and delivers meaningful analysis that helps departments manage resources effectively. The position also partners closely with campus leaders to evaluate financial performance, assess new proposals, and provide clear reporting on budget variances and trends.<br><br>Responsibilities:<br>• Lead the full annual budgeting cycle, coordinating with finance partners, faculty, and administrative teams to develop plans aligned with organizational priorities.<br>• Prepare and present monthly comparisons of actual results against budget, highlighting key variances and recommending actions to improve financial performance.<br>• Build and maintain rolling forecasts, scenario models, and what-if analyses to identify risks, opportunities, and expected financial outcomes.<br>• Review departmental financial activity and spending patterns using budgeting and accounting tools to strengthen cost control and support informed decision-making.<br>• Partner with budget owners across the organization to monitor revenue and expenses, address emerging issues, and help keep operations on track with approved plans.<br>• Assess the financial viability of program proposals, pro formas, and funding requests by analyzing assumptions, projected results, and strategic fit.<br>• Monitor restricted funds and related balances on a regular basis, providing recommendations on the appropriate use and release of available resources.<br>• Maintain financial structures such as departments and cost centers within the accounting framework to support accurate reporting and budget oversight.<br>• Track profitability by program and revenue source, including development and upkeep of cost allocation methodologies.<br>• Contribute to external and regulatory reporting requirements by preparing financial data, analysis, and supporting documentation as needed.
- 2026-10-22T00:00:00Z
- Arlington, VA
- onsite
- Permanent / Full Time
- 150000 - 165000 USD / Yearly
- <p>We are looking for a Project Finance Manager to join a growing renewable energy organization in Northern Virginia. This role will help secure and execute capital solutions across a portfolio of community solar, distributed generation, solar-plus-storage, and standalone storage assets. The position offers the opportunity to work closely with internal teams and external financing partners to advance projects from development through closing.</p><p><br></p><p>Responsibilities:</p><p>• Lead support for financing activities involving sponsor equity, tax equity, joint venture equity, and debt facilities for renewable energy projects.</p><p>• Build, refine, and manage detailed financial models used to evaluate transaction structures, project returns, and investment scenarios.</p><p>• Coordinate multiple transactions simultaneously, guiding each opportunity through diligence, documentation, negotiation, and financial close.</p><p>• Partner with development, origination, operations, and legal colleagues to align financing requirements with project execution plans.</p><p>• Assist in structuring commercial terms for solar and energy storage investments to support portfolio growth and capital deployment.</p><p>• Analyze project economics, funding assumptions, and risk factors to inform decision-making across development and acquisition efforts.</p>
- 2026-10-23T00:00:00Z
- Naples, FL
- onsite
- Temporary / Contract
- 22 - 22 USD / Hourly
- <p>We are looking for a Patient Financial Counselor to join a behavioral health organization in Naples, Florida on a contract basis. In this role, you will help patients and families make informed decisions about the financial aspects of mental health and substance use treatment by explaining coverage, anticipated costs, and support options. This position works closely with care teams and payers to reduce confusion, resolve coverage questions, and promote a positive patient experience. The schedule is Tuesday-Friday 12pm-8pm, and Saturday 8am-4pm.</p><p><br></p><p>Responsibilities:</p><p>• Review insurance plans to confirm eligibility, covered services, patient responsibility amounts, and other benefit details before or during treatment.</p><p>• Guide patients and family members through expected charges, payment expectations, and available options in a clear and supportive manner.</p><p>• Support individuals with completing financial assistance paperwork and connect them with appropriate funding resources when available.</p><p>• Communicate with insurance representatives to address authorization needs, verify coverage information, and help resolve billing-related concerns.</p><p>• Record financial conversations, benefit findings, and assistance activity accurately while following healthcare documentation standards and organizational policies.</p><p>• Deliver empathetic service during sensitive discussions, helping patients navigate complex financial matters with professionalism and care.</p><p>• Collaborate with internal teams involved in patient intake, billing, and financial services to ensure timely and accurate information sharing.</p>
- 2026-11-11T00:00:00Z
- Nashville, TN
- onsite
- Permanent / Full Time
- 45000 - 49920 USD / Yearly
- <p>A growing, multi-location specialty medical practice is seeking a Patient Financial Counselor to support its patient financial services team. This position is responsible for verifying insurance coverage, estimating patient financial responsibility, communicating payment expectations, and coordinating pre-service payments for scheduled procedures and appointments. The ideal candidate has experience with insurance verification, medical billing, and patient financial counseling, along with strong communication and organizational skills.</p><p><br></p><p><strong>**90 days on training ON-SITE, followed by a rotating work schedule:</strong></p><ul><li>Monday-Friday 7:30am-3:30pm (on-site), then 9:00am-5:30pm (remote) every other week</li></ul><p><br></p><p>Key Responsibilities</p><ul><li>Verify insurance eligibility, benefits, authorization requirements, and referral requirements through payer websites, phone calls, and practice management systems.</li><li>Calculate estimated patient responsibility, including deductibles, copays, coinsurance, and out-of-pocket expenses.</li><li>Contact patients before scheduled appointments and procedures to communicate estimated costs, collect prepayments, and establish payment arrangements.</li><li>Document insurance information, estimated patient responsibility, and financial arrangements within practice management systems.</li><li>Escalate situations when appropriate financial arrangements cannot be established prior to services being rendered.</li><li>Process patient payments, including credit card transactions and checks, and provide receipts.</li><li>Maintain accurate records and follow established patient financial policies and procedures.</li><li>Perform additional duties as assigned.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Norwalk, CT
- onsite
- Permanent / Full Time
- 120000 - 160000 USD / Yearly
- Senior Accountant, Investments <br> Our client, a highly respected private investment and family office organization, is seeking a Fund Accountant to join their team. This is a unique opportunity to work with a sophisticated and diverse investment portfolio while partnering closely with various business units such as investment, tax, and treasury functions. <br> This role is ideal for an experienced accounting detail oriented who enjoys investment accounting, process improvement, and working in a dynamic environment. <br> Responsibilities: Own accounting and reporting for a diverse investment portfolio, including public equities, fixed income, private investments, and alternative assets Analyze investment reports, custodial statements, and portfolio activity Reconcile investment activity and positions to custodial and manager reporting support month end close activities, financial reporting and audit preparation <br> Qualifications: Bachelor's degree in accounting, finance, or related field 4+ years of experience within Fund Accounting Hands-on experience with investment accounting and portfolio reporting experience Exposure to private equity, venture capital, hedge funds, fixed income, or alternative investments CPA or MBA preferred <br> For immediate consideration, please feel free to email and updated resume to rob.hermansen@roberthalf
- 2026-10-30T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
- 2026-11-13T00:00:00Z
- Evanston, IL
- onsite
- Permanent / Full Time
- 180000 - 200000 USD / Yearly
- <p><em>The salary range for this position is $180,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]</em></p><p><br></p><p>The best way to beat this cold weather is with a new role that pays more and respects your work-life balance.</p><p><br></p><p>The role will require an ability to balance hands-on execution with effective delegation, coaching, and oversight. The individual will also be expected to play an active role in driving strategic initiatives across Fund Finance and the broader firm, partnering with senior Finance leadership, Portfolio Managers and cross-functional teams to improve processes, implement new capabilities, and advance key organizational priorities. </p><p>The position provides high visibility to various groups and exposure to a variety of hedge fund strategies and financial products employed therein. He or she will be expected to become familiar with the various investment strategies and financial products through interaction with Portfolio Managers, risk management, operations and other teams across the firm. </p><p> </p><p><strong><u>Job Description</u></strong></p><ul><li>Oversee financial reporting and analysis across assigned funds and investment strategies, including P&L, NAV, valuation and management reporting. </li><li>Lead Fund Finance support for private and negotiated transactions and participate in investment and asset-level diligence and monitoring. </li><li>Assist in the preparation and review of regular reporting requirements, including regulatory reporting, investor snapshots and ad hoc requests from the front office and investor relations. </li><li>Oversee the year-end audit and tax-related requests and queries at interim and yearend as well as review of the financial statements prepared by our fund administrators. </li><li>Provide day-to-day leadership and mentorship to junior team members, including delegation of responsibilities, review of work product, prioritization of deliverables and ongoing coaching and development. </li><li>Lead initiatives to improve processes, controls, reporting and scalability across Fund Finance. </li><li>Identify and implement opportunities to leverage technology, data and AI. </li><li>Lead cross-functional projects from initial assessment and design through implementation and adoption. </li><li>Manage key relationships with fund administrators, auditors, valuation specialists and portfolio company finance teams.</li></ul><p><strong><u> </u></strong></p><p><br></p>
- 2026-11-13T00:00:00Z
- Seattle, WA
- onsite
- Permanent / Full Time
- 170000 - 180000 USD / Yearly
- <p>We are looking for an experienced finance leader to guide planning, forecasting, and performance analysis for a mission-driven organization in Seattle, Washington. This role will lead the upcoming budget cycle, establish a disciplined forecasting framework, and provide clear insights that support executive and board decision-making. The ideal candidate brings deep expertise with Workday Adaptive Planning, a strong background in nonprofit finance, and a collaborative leadership style that helps teams grow while maintaining accountability.</p><p><br></p><p>Responsibilities:</p><p>• Lead the organization’s annual budgeting process, ensuring timelines, assumptions, and deliverables are aligned with strategic and operational priorities.</p><p>• Design and implement monthly and quarterly forecasting routines, building a scalable FP&A process that delivers timely insight for leadership and the board.</p><p>• Develop robust financial models and scenario analyses to evaluate performance, inform planning decisions, and highlight key business risks and opportunities.</p><p>• Serve as the primary owner of Workday Adaptive Planning, overseeing system structure, data integrity, and alignment with organizational reporting needs.</p><p>• Manage external vendor relationships tied to planning systems, driving progress against agreed milestones and holding partners accountable for execution.</p><p>• Translate grant funding and accounts receivable activity into reliable revenue assumptions that strengthen budget accuracy and financial visibility.</p><p>• Lead, mentor, and develop the FP&A Analyst, providing hands-on coaching in financial planning practices and effective use of Adaptive.</p><p>• Partner closely with cross-functional leaders to communicate financial results, present difficult messages thoughtfully, and support sound decision-making during periods of change.</p><p>• Bring a calm, supportive presence to the finance function while reinforcing high standards, collaboration, and continuous improvement across planning activities.</p><p><br></p><p>The salary range for this position is $170,000 to $180,000. </p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>STD</p><p>Life and AD&D insurance</p><p>401k with match</p><p>10 days PTO</p><p>14 paid holidays</p>
- 2026-11-04T00:00:00Z
- Los Angeles, CA
- remote
- Permanent / Full Time
- 300000 - 400000 USD / Yearly
- <p>Our client, a well-established probate firm in Southern California is seeking a Partner-level Estate Planning Attorney to launch, lead, and scale the firm’s new Estate Planning division. This is a practice-leadership role, not solely a client-service position. The Division Lead will set the division’s legal and client-service standards; supervise all estate planning work; build and manage the team, workflows, and quality-control systems; partner with the firm’s business departments to develop a scalable operating model; and take an active role in intake, conversion, business development, and referral-source growth. </p><p><br></p><p><strong><em><u>This Partner can work hybrid remote or 100% remote in California.</u></em></strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Launch and lead firm’s Estate Planning division, with responsibility for its legal work, client experience, people, processes, growth strategy, and overall performance.</li><li>Serve as the supervising attorney for all estate planning matters, regardless of origination, and establish standards for legal analysis, drafting, review, execution, funding, documentation, and follow-up.</li><li>Personally lead sophisticated matters involving trusts, wealth transfer, tax-sensitive planning, business succession, asset protection, and complex family or ownership structures.</li><li>Supervise, mentor, and evaluate attorneys and legal support staff; establish clear roles, capacity expectations, quality controls, and accountability within the division.</li><li> Work with internal teams to document the division’s procedures, forms, templates, decision trees, and training materials</li><li>Partner with internal teams to design standardized, measurable workflows; improve document automation and task templates; and use data and responsible technology to increase consistency, capacity, and efficiency.</li><li>Partner with internal teams to define ideal client profiles, intake criteria, consultation protocols, pricing, engagement terms, and follow-up processes, and remain actively involved in converting qualified prospects into clients.</li><li>Develop the division’s book of business through professional referral relationships, networking, speaking, thought leadership, strategic partnerships, and collaboration with Marketing. The firm will put its full institutional support behind the Division Lead’s professional profile in the legal community, including pursuing speaking opportunities, awards and other recognition, strategic introductions, and high-value networking opportunities.</li><li>Work with accounting and firm leadership to develop and monitor the division’s budget, pricing, revenue, collections, staffing leverage, capacity, matter economics, and profitability.</li><li>Collaborate with firm’s Litigation and Administration divisions on planning and tax issues, cross-referrals, potential disputes, administration considerations, and conflict-sensitive transitions across the client lifecycle.</li><li>Participate in firm’s leadership and goal-setting, including partnership meetings, retreats, and cross-department initiatives.</li></ul><p><strong>Billables</strong></p><p>The position includes a 1,650-hour annual billable expectation, with the final structure subject to agreement based on the anticipated mix of client work, supervision, business development, and division-management responsibilities.</p>
- 2026-11-06T00:00:00Z
- King of Prussia, PA
- onsite
- Temporary to Hire
- 0 - 0 USD / Yearly
- We are looking for an experienced IT Financial Analyst to join a waste and environmental services organization in Pennsylvania. This contract opportunity with permanent potential is ideal for someone who can bridge technology finance, vendor oversight, and contract administration while helping leaders maintain visibility into IT spending. The role will support budgeting accuracy, financial reporting, and cross-functional coordination with procurement and legal partners in a fast-paced environment.<br><br>Responsibilities:<br>• Lead analysis of IT expenditures by comparing forecasts, budgets, and actual results to identify trends, gaps, and corrective actions.<br>• Review accruals and reconcile financial records to improve accuracy in monthly and periodic technology spend reporting.<br>• Partner with procurement stakeholders to monitor purchase requests, vendor quotes, contract terms, and agreement status across the purchasing lifecycle.<br>• Coordinate with legal and procurement teams to support contract evaluations, renewal planning, and documentation follow-up for technology vendors.<br>• Build and maintain reporting models, reconciliations, and financial tracking tools using advanced spreadsheet capabilities and enterprise systems.<br>• Produce clear summaries and dashboards that help stakeholders understand portfolio costs, vendor commitments, and budget performance.<br>• Support governance of IT financial data by organizing spend details, contract information, and supporting records for ongoing review.<br>• Work with business and technology teams to improve the quality, consistency, and usability of financial and procurement-related data.<br>• Use tools such as SQL, SAP, BusinessObjects, and Google Sheets to analyze information and deliver actionable insights for decision-making.
- 2026-11-12T00:00:00Z
- Lake Mary, FL
- onsite
- Permanent / Full Time
- 90000 - 100000 USD / Yearly
- <p>We are looking for a Project Financial Analyst to support financial planning and performance tracking for complex project-based work in Lake Mary, Florida. This position is ideal for someone who understands how finance connects to project execution, with particular strength in revenue recognition tied to percentage-of-completion accounting. The role will partner with operational and finance teams to improve forecast accuracy, monitor project costs, and provide clear financial insight in a large-scale manufacturing environment.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain project financial forecasts, tracking cost performance, revenue expectations, and margin trends throughout the project lifecycle.</p><p>• Analyze project budgets and actual results to identify variances, explain financial outcomes, and recommend corrective actions when needed.</p><p>• Apply percentage-of-completion accounting principles to support accurate revenue recognition for long-term project work.</p><p>• Partner with project managers and business leaders to align financial reporting with project milestones, delivery schedules, and commercial terms.</p><p>• Prepare recurring and ad hoc financial reports that provide leadership with visibility into project profitability and risk.</p><p>• Support audit activity by organizing documentation, validating financial records, and helping ensure compliance with internal and external reporting standards.</p><p>• Contribute to financial processes within SAP and assist with reporting or planning activities involving tools such as OneStream when applicable.</p><p>• Work within a large corporate environment to strengthen financial controls, standardize analysis, and improve decision-making across project portfolios.</p><p><br></p><p>For immediate consideration regarding the Project Financial Analyst 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>
- 2026-11-04T00:00:00Z
- Chicago, IL
- onsite
- Temporary / Contract
- 47.5 - 55 USD / Hourly
- We are looking for an Investment Analyst to join a long-term contract opportunity based in Chicago, Illinois. This role supports investment reporting, account analysis, and financial reconciliation activities across multiple data sources and portfolio platforms. The ideal candidate brings strong analytical judgment, comfort working with large datasets in Excel, and the ability to investigate issues thoroughly while contributing to critical year-end reporting deliverables.<br><br>Responsibilities:<br>• Analyze investment holdings at the security level to identify trends, validate data accuracy, and support financial decision-making.<br>• Review and reconcile outstanding payables and receivables, resolving discrepancies through detailed research and follow-up.<br>• Compile, interpret, and validate reporting data received from external investment managers, custodians, and related financial partners.<br>• Support the preparation of annual reporting packages, including Blue Book materials, MD&A content, audited financial statements, and other required disclosures.<br>• Work across multiple investment management platforms, including BlackRock and similar systems, to monitor data consistency and reporting completeness.<br>• Use Excel extensively to organize large volumes of financial information, perform comparisons, and create meaningful reporting outputs.<br>• Apply research and problem-solving skills to investigate exceptions, answer ad hoc questions, and improve reporting accuracy.<br>• Participate in knowledge transfer and cross-training activities to ensure continuity during leave coverage and key reporting periods.
- 2026-10-20T00:00:00Z
- Bethesda, MD
- remote
- Temporary / Contract
- 40 - 50 USD / Hourly
- <p>A large financial firm is seeking a remote investment analyst for a 4 month contract.</p><p>Duties include:</p><ul><li>filling out private investment legal documentation for investment execution</li><li>KYC/AML process to invest in an LP Fund</li><li>Review standard and complex Client Recommended Investments across all impact themes, asset classes, sectors, geographies, and structures to assess suitability for investment</li><li>Ensure compliance with internal procedures and regulations, and provide guidance to other team members as needed </li><li>Peer review investments prepared by other Associates and Senior Associates </li><li>Coordinate investment document execution and facilitate wiring of funds</li></ul>
- 2026-11-03T00:00:00Z
- Parsippany, NJ
- onsite
- Permanent / Full Time
- 120000 - 130000 USD / Yearly
- We are looking for a strategic finance leader to support commercial decision-making for a global distributor of premium medical equipment in Princeton, New Jersey. This role partners closely with senior leaders to translate sales results, profitability patterns, and investment performance into actionable business insights. The position offers strong visibility across sales, marketing, and broader commercial planning, making it ideal for someone who wants to shape strategy through data-driven analysis.<br><br>Responsibilities:<br>• Partner with commercial and executive stakeholders to evaluate revenue performance, gross margin movement, and overall business profitability.<br>• Build financial models that clarify product mix, pricing outcomes, and the return on commercial spending.<br>• Deliver forward-looking analysis that helps leadership make informed decisions on growth priorities and resource allocation.<br>• Create clear dashboards, reporting tools, and presentations that turn complex financial data into practical recommendations.<br>• Support budgeting, forecasting, and long-range planning activities tied to sales and commercial performance.<br>• Analyze trends across customers, products, and channels to identify risks, opportunities, and areas for margin improvement.<br>• Work cross-functionally with sales, marketing, and finance teams to strengthen performance measurement and planning discipline.<br>• Maintain ownership of key business metrics and provide regular insight into the factors influencing financial results.
- 2026-11-12T00:00:00Z
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>Robert Half’s Financial Services Division</strong> is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a <strong>Paraplanner</strong> to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients.</p><p>This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <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>Client Wealth Advisor | Wealth Management Firm | San Francisco; Hybrid; 2-3 Days Onsite</strong></p><p> </p><p>Join a well-established wealth management and investment advisory firm serving high-net-worth individuals, families, foundations, and endowments. Backed by the resources of a larger financial institution while maintaining a boutique, relationship-driven culture, the firm offers a collaborative environment where advisors work closely together to deliver comprehensive wealth management solutions.</p><p> </p><p>This is an excellent opportunity for a wealth management professional who enjoys both <strong>financial planning and client relationship management</strong>. You'll partner closely with senior advisors and portfolio managers, gain exposure to sophisticated client situations, and play a meaningful role in delivering advice across <strong>investments, estate planning, tax strategy, philanthropy, and overall wealth planning</strong>. The role offers strong mentorship, career growth, schedule flexibility, and a clear path toward <strong>greater client ownership and lead advisor responsibilities</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain comprehensive financial plans tailored to client goals</li><li>Partner with Portfolio Managers to support and deepen client relationships</li><li>Advise on <strong>financial planning, tax, estate, cash flow, and philanthropic strategies</strong></li><li>Present financial plans and recommendations in a clear, client-friendly manner</li><li>Monitor client portfolios and update planning recommendations as needs evolve</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth clients</li><li>Support business development through referrals, networking, and prospect meetings</li><li>Collaborate closely with advisors and investment professionals across the firm</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half Finance & Accounting is partnering with a <strong>global private equity firm</strong> that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a <strong>public accounting background</strong> to transition into <strong>investment accounting</strong>, take on immediate responsibility, and build a career with <strong>strong growth potential</strong>.</p><p> </p><p>The firm is known for its <strong>supportive, career-focused culture</strong>, offering mentorship, advancement opportunities, and generous rewards for high-quality work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Manage <strong>Fund and General Partner ledgers</strong>, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review <strong>quarterly and annual financial statements</strong>.</li><li>Support <strong>annual audits and tax filings</strong>.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process <strong>capital calls and distributions</strong> for funds and investments.</li><li>Partner with <strong>Investor Relations</strong> to respond to limited partner inquiries.</li><li>Prepare and deliver <strong>ad-hoc analyses and reports</strong> to support decision-making.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Wexford Area, PA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>We are seeking a strategic and results-driven <strong>Director of Financial Planning & Analysis (FP&A)</strong> to lead financial planning, forecasting, management reporting, pricing oversight, and performance analysis for our client in the <strong>Wexford, PA area</strong>. This leader will serve as a key business partner to company, functional, and plant leadership, helping drive profitability, operational performance, and informed decision-making.</p><p>Reporting directly to the <strong>Chief Financial Officer</strong>, this role will lead the <strong>FP&A and Pricing teams</strong> and play a critical part in budgeting, forecasting, margin analysis, KPI reporting, working capital and cash flow analysis, and capital investment evaluation.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the company’s annual budget, forecasting cycles, and long-range planning processes</li><li>Provide financial and operational analysis to support strategic decision-making</li><li>Analyze actual results versus budget, forecast, and prior periods, and recommend actions to improve performance</li><li>Develop executive-level reporting, dashboards, and performance metrics across profitability, plant performance, working capital, and cash flow</li><li>Partner closely with Accounting during month-end close to ensure accurate and timely reporting</li><li>Oversee pricing strategy, pricing processes, and commercial decision support in collaboration with Sales and Operations</li><li>Build financial models and ROI analyses for capital expenditures and strategic initiatives</li><li>Conduct product, customer, and cost analyses to support margin improvement and growth initiatives</li><li>Lead, coach, and develop the FP&A and Pricing teams</li><li>Identify opportunities to improve reporting, automation, data quality, and financial controls</li><li>Support special projects and ad hoc analysis as needed</li></ul><p><br></p>
- 2026-10-17T00:00:00Z
- Alabaster, AL
- onsite
- Permanent / Full Time
- 130000 - 160000 USD / Yearly
- Robert Half is partnering with a leading specialty manufacturing organization to identify an experienced Site Controller to support its growing operations in the Birmingham area. This is an excellent opportunity for a hands-on finance detail oriented to take ownership of site-level financial performance, strengthen financial controls, and partner closely with operational leadership to drive business results. The ideal candidate brings a strong background in manufacturing finance, cost accounting, and financial analysis, along with advanced SAP expertise and the ability to turn financial data into actionable business insights. Key Responsibilities Oversee financial reporting, analysis, and internal controls for a manufacturing facility. Lead month-end close activities, budgeting, forecasting, and financial variance analysis. Manage cost accounting functions, including standard costing, overhead absorption, and manufacturing cost variances. Oversee inventory accounting, reconciliations, stock reporting, and inventory provisions. Analyze production costs, margins, overhead, and operational performance to identify risks and improvement opportunities. Partner with site leadership and operational teams to support business decisions, financial planning, and performance improvement initiatives. Identify opportunities to improve financial processes, reporting accuracy, cost controls, and operational efficiency. Support capital expenditure requests, business cases, and internal and external audits. Leverage SAP to analyze financial and operational data and provide meaningful insights to business stakeholders. Investigate financial discrepancies, identify root causes, and drive solutions independently.
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 100000 - 130000 USD / Yearly
- <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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 80000 - 110000 USD / Yearly
- <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>Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days</strong></p><p> </p><p>A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning.</p><p> </p><p>This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
- 2026-11-06T00:00:00Z