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351 results for Financial Planner jobs
- New York, NY
- onsite
- Permanent / Full Time
- 69000 - 75000 USD / Yearly
- We are looking for an Employer Financial Specialist to support benefits administration and employer-facing financial processes for our team in New York, New York. This role is responsible for coordinating benefit-related activities, resolving billing questions, and ensuring accurate handling of leave and continuation coverage matters. The ideal candidate brings strong analytical ability, solid Excel skills, and experience working across compensation, benefits, and service systems.<br><br>Responsibilities:<br>• Manage day-to-day benefits administration activities, ensuring accurate processing and timely follow-up on employee and employer requests.<br>• Coordinate benefit enrollments, updates, and issue resolution while serving as a key point of contact for benefit-related inquiries.<br>• Administer COBRA-related tasks, including eligibility tracking, notifications, and ongoing record maintenance.<br>• Support leave of absence cases by monitoring documentation, communicating status updates, and helping maintain compliance with applicable policies.<br>• Review and reconcile benefit billing details, investigate discrepancies, and partner with internal or external stakeholders to resolve payment issues.<br>• Maintain accurate information within CRM and related systems to support reporting, service tracking, and case management.<br>• Use Excel to analyze benefit and billing data, prepare summaries, and identify trends or exceptions requiring attention.
- 2026-11-02T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 135000 USD / Yearly
- <p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-13T00:00:00Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 175000 - 300000 USD / Yearly
- <p><strong>Estate Planning Attorney, Director</strong></p><p>A respected law firm in the Chicagoland area is seeking an experienced <strong>Estate Planning Attorney</strong> for a Director-level role to join its estate planning practice. This is an opportunity for a highly skilled attorney with significant experience advising clients on sophisticated estate planning matters.</p><p>The ideal candidate will have <strong>10+ years of estate planning experience</strong> with deep expertise in complex strategies, including high-net-worth estate plans, advanced trust structures, tax-driven planning, business succession, and wealth transfer matters.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Counsel individuals and families on advanced estate planning, trust administration, and wealth preservation strategies</li><li>Manage complex matters involving tax planning, asset protection, charitable giving, and business succession</li><li>Draft and review sophisticated estate planning documents, including wills, trusts, and powers of attorney</li><li>Collaborate with financial advisors, accountants, and other legal staff to deliver comprehensive planning solutions</li><li>Mentor attorneys and support the continued growth of the practice</li></ul>
- 2026-10-19T00:00:00Z
- Greensboro, GA
- onsite
- Permanent / Full Time
- 100000 - 150000 USD / Yearly
- <p>🌟 <strong>Estate Planning & Trust Attorney | Lake Oconee Area, GA</strong> 🌟</p><p><br></p><p>Are you an experienced <strong>Estate Planning Attorney </strong>looking to join a highly respected firm where you can make a meaningful impact on clients’ lives and legacies? Our client, a well-established law firm in the <strong>Lake Oconee Area</strong>, is seeking a talented attorney to advise individuals and businesses on sophisticated estate planning and wealth preservation strategies.</p><p><br></p><p>💼 <strong>The Opportunity</strong></p><p>In this role, you will partner closely with clients to design and implement tailored estate plans, guide families through probate and estate administration, and provide strategic counsel on wealth transfer and business succession planning.</p><p><br></p><p>✨ <strong>Key Responsibilities</strong></p><ul><li>Develop customized estate plans, including <strong>wills, trusts, and wealth preservation strategies</strong></li><li>Advise clients on <strong>business succession planning and asset protection</strong></li><li>Represent clients in <strong>probate proceedings and estate administration matters</strong></li><li>Draft and review estate planning documents with precision and care</li><li>Counsel clients on <strong>tax implications and financial considerations</strong></li><li>Guide families through <strong>asset distribution and dispute resolution</strong></li><li>Stay current on developments in estate, probate, and trust law</li><li>Build and maintain strong, long-term client relationships through exceptional service</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Henderson, NV
- onsite
- Permanent / Full Time
- 95000 - 120000 USD / Yearly
- We are looking for a Strategic Finance & FP&A Manager to help guide financial strategy for a growing ecommerce business in Henderson, Nevada. This position partners closely with senior leadership to turn financial data into practical recommendations that support expansion, profitability, and informed decision-making. The role is centered on planning, forecasting, performance analysis, and operational insight rather than transactional accounting. The ideal candidate brings a strong analytical mindset, sound business judgment, and the ability to build structure in a fast-evolving environment.<br><br>Responsibilities:<br>• Lead the company’s budgeting cycle and develop ongoing forecasts across monthly, quarterly, annual, and rolling planning horizons.<br>• Monitor actual performance against plans, explain material variances, and highlight emerging business risks and upside opportunities.<br>• Prepare and maintain short-term and long-range cash flow models, including analysis of liquidity needs and the financial impact of growth investments.<br>• Evaluate working capital trends by reviewing inventory, receivables, and payables to support healthy cash management decisions.<br>• Create profitability reporting across products, categories, locations, and sales channels to improve pricing, purchasing, and investment choices.<br>• Assess cost and margin drivers such as materials, labor, freight, duties, packaging, and manufacturing inputs to identify opportunities for improvement.<br>• Build decision-support models for new locations, expansion plans, capital spending, and other strategic initiatives, including break-even and payback analysis.<br>• Produce executive-level reporting packages and scorecards that convert complex financial results into clear insights and actionable recommendations.<br>• Strengthen financial processes by improving reporting accuracy, connecting operational data sources, and identifying opportunities to streamline manual analysis through scalable tools and dashboards.
- 2026-10-20T00:00:00Z
- Brick, NJ
- onsite
- Temporary / Contract
- 45 - 55 USD / Hourly
- <p>Robert Half is seeking a Portfolio Manager Consultant for an exciting fully onsite opportunity with a local bank in Brick, NJ. This role will support the continued growth of the Commercial Banking team by managing and analyzing a portfolio of commercial relationships while partnering closely with Commercial Lenders.</p><p><br></p><p>The Portfolio Manager II AVP will be responsible for supporting a Commercial Lender and assigned portfolio, helping maintain credit quality, monitoring risk, coordinating financial reporting, and preparing credit recommendations. Portfolios may include a mix of Commercial Real Estate (CRE), Commercial & Industrial (C&I), Construction, and SBA loans, ranging from approximately $150MM to $300MM+.</p><p>Key Responsibilities</p><ul><li>Manage an assigned portfolio of commercial customers with oversight from a Commercial Loan Officer</li><li>Maintain ongoing business relationships with current customers and serve as a secondary commercial services contact</li><li>Support and oversee reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler tracking</li><li>Coordinate the collection, tracking, and review of financial statements, tax returns, and loan covenants/conditions</li><li>Prepare and coordinate loan modifications, renewals, and extensions</li><li>Monitor assigned accounts for early warning signs of financial weakness or other risks and collaborate with leadership on action plans</li><li>Prepare, update, and maintain credit files in both paper and electronic formats</li><li>Underwrite new and complex commercial loan transactions and requests within the assigned portfolio</li><li>Develop and present credit recommendations to the appropriate level of credit administration</li><li>Serve as a primary or secondary customer contact, as assigned by the Commercial Loan Officer</li><li>Support execution and collection of loan documentation</li><li>Assist with internal and external audits, loan review, compliance, and regulatory examinations</li><li>Maintain working knowledge of bank operating policies and procedures that impact commercial services</li><li>Help support Commercial Lenders in achieving annual operating plan goals</li><li>Coordinate effectively with internal departments to ensure efficient information flow</li><li>Respond to internal and external inquiries within established timeframes and policy guidelines</li></ul><p><br></p>
- 2026-11-10T00:00:00Z
- Moline, IL
- onsite
- Permanent / Full Time
- 27 - 30 USD / Hourly
- <p>A growing, mission-focused organization is adding to its accounting team due to continued expansion and increased program funding. This role offers the chance to step into a highly visible position where you’ll own your work, contribute to financial accuracy, and support initiatives that directly impact the community.</p><p><br></p><p>This is an excellent opportunity for someone who enjoys hands-on accounting, improving processes, and managing multiple priorities in a collaborative environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage financial activity for assigned programs and funding sources</li><li>Prepare and post journal entries and maintain general ledger accuracy</li><li>Perform monthly reconciliations and support close processes</li><li>Assist with financial reporting and variance analysis</li><li>Collaborate with internal stakeholders on budgets and expenses</li><li>Support audit preparation and compliance requirements</li></ul><p><strong>Who You Are</strong></p><ul><li>You enjoy rolling up your sleeves and getting into the details</li><li>You take pride in accuracy and accountability</li><li>You’re adaptable and comfortable in a fast-moving environment</li><li>You’re looking for a role where your work has visible impact</li></ul>
- 2026-10-23T00:00:00Z
- West St. Paul, MN
- onsite
- Temporary / Contract
- 27.7115 - 32.087 USD / Hourly
- <p>We are looking for a Grant Accountant to join a mission-driven organization in West St. Paul, Minnesota on a Long-term Contract basis. This role supports day-to-day financial operations tied to grants, billing, and compliance while providing dependable administrative and accounting assistance across the team. The position is best suited for someone who is comfortable managing multiple priorities, communicating with funding partners, and working accurately in cloud-based accounting platforms. An on-site presence of three days per week is expected.</p><p><br></p><p>Responsibilities:</p><p>• Manage grant-related accounting activities, including billing support, receivables, payables, and routine financial record maintenance.</p><p>• Coordinate with grant funders to address documentation needs, approvals, reporting expectations, and ongoing compliance matters.</p><p>• Assist with regulatory obligations such as compliance tracking, revalidation tasks, and related financial documentation.</p><p>• Process accounting transactions in a web-based system such as Aplos, QuickBooks, or a comparable platform while maintaining data accuracy.</p><p>• Support waiver billing and other grant-funded payment activities to help ensure timely and correct submission of financial information.</p><p>• Prepare payroll-related journal entries, complete account reconciliations, and contribute to month-to-month accounting support functions.</p><p>• Provide administrative support for grant projects by organizing records, monitoring deadlines, and helping maintain required documentation.</p><p>• Use Excel to manage data imports, exports, and financial support files that aid reporting and accounting workflows.</p><p>• Contribute to accounting process setup and operational improvements as needed within the scope of daily finance support.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
- 2026-11-12T00:00:00Z
- Akron, OH
- onsite
- Temporary to Hire
- 26 - 31 USD / Hourly
- We are looking for a detail-oriented Grant Accountant to support financial operations and grant-related accounting activities in Akron, Ohio. This contract opportunity is ideal for someone who can manage day-to-day fiscal tasks, maintain accurate records, and help ensure compliant use of grant funds. The person in this role will work across accounting and reporting functions while partnering with internal teams and external stakeholders to keep financial information timely and reliable.<br><br>Responsibilities:<br>• Manage daily accounting activities tied to grant funding, including reviewing financial transactions and maintaining accurate fiscal records.<br>• Process invoices, payment vouchers, and related documentation within established timelines to support efficient financial operations.<br>• Reconcile accounts on a regular schedule and prepare journal entries to keep internal ledgers current and accurate.<br>• Monitor grant budgets, track expenditures, and support forecasting efforts to help maintain appropriate spending levels.<br>• Prepare appropriation requests, budget adjustments, and fund transfer documentation in accordance with organizational procedures.<br>• Administer fiscal aspects of grants by reviewing costs, projecting spending, and ensuring compliance with applicable local, state, and federal requirements.<br>• Produce recurring financial reports for leadership, funding sources, and partner organizations, and complete monthly balance reconciliations by required deadlines.<br>• Support accounts payable, accounts receivable, payroll-related processing, and validation of transmittal reports received from outside agencies.<br>• Participate in meetings with program teams and subrecipients, represent the fiscal function as needed, and provide independent coverage in the absence of department leadership.
- 2026-11-10T00:00:00Z
- Wethersfield, CT
- onsite
- Permanent / Full Time
- 100000 - 130000 USD / Yearly
- <p><strong>POSITION: FINANCE MANAGER</strong></p><p><strong>INDUSTRY: NON-PROFIT / MUNICIPAL SERVICES</strong></p><p><strong>LOCATION: WETHERSFIELD, CT</strong></p><p><strong>CONTACT: Kelleigh Marquard - <em>Kelleigh.Marquard@RobertHalf</em></strong></p><p><strong>JOB POSTING ID: KM0013434884</strong></p><p><br></p><p>Robert Half is partnering with a well-established organization in the Greater Hartford area seeking a Finance Manager to join its leadership team. This position will work closely with senior finance leadership and play a key role in overseeing accounting operations, budgeting, financial reporting, treasury activities, and departmental administration.</p><p>This is an excellent opportunity for an accounting or finance professional with nonprofit experience who is seeking a highly visible leadership role with long-term stability and strong community impact.</p><p><br></p><p>RESPONSIBILITIES:</p><ul><li>Assist with oversight of daily finance operations including accounting, budgeting, treasury, payroll, revenue, and financial reporting activities</li><li>Support management of the general ledger, month-end close, reconciliations, journal entries, fixed assets, and financial analysis</li><li>Monitor budget-to-actual reporting and assist with forecasting and financial planning activities</li><li>Support annual audit processes and help strengthen internal controls, compliance, and financial policies</li><li>Assist with development and administration of annual operating and program budgets</li><li>Prepare financial reporting and supporting schedules for leadership and external stakeholders</li><li>Partner with department leaders to ensure compliance with financial policies, procedures, and budget guidelines</li><li>Provide financial guidance and operational support across departments</li><li>Assist with grant accounting and oversight of externally funded programs</li><li>Support pension, benefits, and related financial reporting activities</li><li>Help drive process improvements, modernization initiatives, and operational efficiencies</li><li>Supervise and support finance-related staff while assisting with departmental workflow and performance management</li><li>Serve as backup to senior finance leadership when needed</li></ul><p>WHY JOIN:</p><ul><li>Highly visible leadership role with exposure to executive leadership</li><li>Stable organization with meaningful community impact</li><li>Collaborative culture and supportive leadership team</li><li>Opportunity to improve processes and drive operational efficiencies</li><li>Competitive compensation and strong benefits package</li></ul><p>For immediate consideration, please email your resume in confidence to Kelleigh.Marquard@RobertHalf com. All inquiries are confidential. Robert Half will never distribute your resume without your permission.</p>
- 2026-10-20T00:00:00Z
- Boston, MA
- onsite
- Permanent / Full Time
- 130000 - 180000 USD / Yearly
- We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This role is central to ensuring accurate filings, sound interpretation of governing documents, and timely responses to fiduciary tax matters. The ideal candidate brings deep technical knowledge, strong judgment, and the ability to work closely with internal partners and external advisors in a deadline-driven environment.<br><br>Responsibilities:<br>• Direct the end-to-end tax reporting cycle for a broad portfolio of fiduciary entities, ensuring filings are completed accurately and on schedule.<br>• Oversee the preparation and final review of federal and state fiduciary returns, along with associated informational forms and supporting documentation.<br>• Analyze trust and estate instruments to determine proper tax treatment, including matters related to transfer tax considerations.<br>• Evaluate quarterly and annual tax obligations, confirm estimated payments, and track ongoing compliance deadlines across multiple accounts.<br>• Work closely with trust administration and other fiduciary partners to resolve tax questions and support account-specific planning needs.<br>• Serve as a point of contact for tax agencies by addressing notices, responding to inquiries, and helping bring outstanding issues to resolution.<br>• Maintain strong oversight of fiduciary tax data, documentation, and reporting processes to support audit readiness and regulatory compliance.
- 2026-11-04T00:00:00Z
- Austin, TX
- onsite
- Permanent / Full Time
- 100000 - 135000 USD / Yearly
- <p>I'm working with a confidential client to hire a Financial Reporting Accountant for their Austin-based team. This is a rare opportunity to join a company that truly values its people, offers 100% employer-paid health insurance, and fosters a culture of collaboration, integrity, and growth.</p><p><br></p><p>What You’ll Do</p><ul><li>Prepare monthly accounting entries and financial statements (GAAP)</li><li>Perform variance analysis and support strategic decision-making</li><li>Collaborate across departments and support external audits</li><li>Ensure data integrity across systems and reporting models</li></ul><p><br></p><p><br></p>
- 2026-11-06T00:00:00Z
- New York, NY
- onsite
- Permanent / Full Time
- 100000 - 110000 USD / Yearly
- We are looking for an experienced Sr. Accountant to join a transportation organization in New York, New York. This position focuses on financial reporting, consolidated statements, and close activities while partnering closely with leadership and external auditors. The role is best suited for a locally based candidate who can work on-site four days each week and bring strong expertise in multi-entity accounting environments.<br><br>Responsibilities:<br>• Drive key portions of the monthly and annual closing cycle, helping ensure financial results are finalized accurately and on schedule.<br>• Produce consolidated financial reports, including the balance sheet, income statement, and cash flow statement, in alignment with applicable accounting guidance.<br>• Create recurring flash P&L summaries and management reporting materials to support internal decision-making.<br>• Act as the main point of contact for external audit activities by organizing requests, gathering support, and facilitating timely responses.<br>• Examine and reconcile general ledger activity to confirm completeness, accuracy, and adherence to accounting standards.<br>• Maintain working knowledge of the organization’s legal entity structure and support consolidated reporting within Oracle 365.<br>• Contribute to finance-related initiatives and special assignments that improve reporting quality and operational effectiveness.
- 2026-10-21T00:00:00Z
- New York, NY
- onsite
- Permanent / Full Time
- 275000 - 300000 USD / Yearly
- We are looking for a finance leader to help shape the financial strategy of a growing startup in New York, New York. This role is ideal for someone who combines strong analytical depth with practical operating experience and can partner closely with founders on planning, performance visibility, and capital strategy. The Director of Finance will bring structure to forecasting, reporting, and decision support while remaining comfortable working hands-on in a fast-moving, build-from-scratch environment.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that support operating plans, scenario analysis, and long-range forecasting.<br>• Partner with company leadership to prepare board-ready reporting, performance dashboards, and insights tied to key SaaS business metrics.<br>• Lead budgeting and cash flow planning activities to improve visibility into spending, growth, and capital needs.<br>• Support fundraising efforts by developing financial materials, shaping the supporting story, organizing diligence documentation, and addressing investor follow-up questions.<br>• Establish scalable finance processes, tools, and reporting routines in an environment with limited existing infrastructure.<br>• Work closely with the accounting lead to align financial planning with month-end results, reporting accuracy, and overall business performance.<br>• Provide strategic recommendations to founders and senior leaders by translating financial data into actionable business decisions.<br>• Shift effectively between executive-level planning discussions and day-to-day execution across finance operations as business needs evolve.
- 2026-10-27T00:00:00Z
- Palo Alto, CA
- onsite
- Permanent / Full Time
- 145000 - 170000 USD / Yearly
- <p>Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.</p><p>• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.</p><p>• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.</p><p>• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.</p><p>• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.</p><p>• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.</p><p>• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.</p><p>• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn</p>
- 2026-11-06T00:00:00Z
- St. Louis, MO
- onsite
- Temporary / Contract
- 0 - 0 USD / Yearly
- We are looking for a Financial Reporting Manager to join a Contract engagement supporting business performance analysis and reporting across a multi-location organization. Based in St. Louis, Missouri, this role will work closely with finance, accounting, operations, sales, and project leadership to turn complex financial and operational data into clear insights. The ideal candidate will strengthen reporting visibility, evaluate performance against expectations, and deliver practical recommendations that help leadership make informed decisions.<br><br>Responsibilities:<br>• Examine financial performance across multiple business locations and highlight trends affecting revenue, margin, and overall profitability<br>• Gather, organize, and verify financial and operational information from decentralized teams to support accurate analysis and reporting<br>• Review accounting and reporting workflows to identify inconsistencies, inefficiencies, and areas where controls can be improved<br>• Create dashboards and recurring reports that give leadership a clearer view of current business results and emerging risks<br>• Conduct variance analysis against budget and forecast targets, then explain notable shifts in sales, margins, and expenses<br>• Collaborate with cross-functional leaders to understand operational results and connect business activity to financial outcomes<br>• Present findings, key performance drivers, and actionable recommendations to leadership in a concise and meaningful way<br>• Support forecasting, planning, and financial modeling activities to improve visibility into year-end performance
- 2026-11-13T00:00:00Z
- Dover, DE
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p>Union-based, Delaware organization seeks a Financial Reporting Manager with strong analytical, leadership, and communication skills to oversee financial reporting operations and ensure accurate and timely financial information. The Financial Reporting Manager will have a strong background in financial reporting, accrual accounting, net position reporting, CEFA reports, and capital/fixed asset accounting.</p><p>This individual will be responsible for managing a team, overseeing financial reporting processes, and presenting financial results and key findings to senior leadership. Experience working in a unionized environment is preferred.</p><p><br></p><p><br></p><p><br></p><p>How you will make an impact</p><ul><li>Oversee the preparation, review, and delivery of accurate and timely financial reports.</li><li>Manage and lead a team of at least three direct reports, providing guidance, coaching, and professional development.</li><li>Analyze financial data, identify trends and variances, and provide meaningful insights to leadership.</li><li>Prepare and present financial reports, analysis, and recommendations to senior management and executive leadership.</li><li>Oversee accrual accounting, and capital/fixed asset reporting.</li><li>Ensure accuracy and integrity of financial statements and supporting schedules.</li><li>Review and maintain accounting processes, internal controls, and reporting procedures.</li><li>Partner with internal departments and stakeholders to support financial planning, reporting, and operational needs.</li><li>Ensure compliance with applicable accounting standards, policies, and regulatory requirements.</li><li>Identify opportunities to improve reporting processes, efficiencies, and overall financial operations.</li></ul><p><br></p>
- 2026-11-10T00:00:00Z
- Hartford, CT
- onsite
- Temporary / Contract
- 52.25 - 60.5 USD / Hourly
- We are looking for a Financial Reporting Manager to support a university environment in Hartford, Connecticut through a Contract assignment. This position will focus on financial reporting operations, chart of accounts administration, and ongoing system-related oversight to help maintain accurate and reliable reporting structures. The role requires a detail-oriented individual who can translate financial data into meaningful reports while supporting account maintenance, approval updates, and reporting consistency across cost centers.<br><br>Responsibilities:<br>• Develop and maintain financial reports that support operational and leadership decision-making across the organization.<br>• Produce custom internal reporting and ad hoc analyses to address business and finance needs as they arise.<br>• Create and manage general ledger accounts to ensure the chart of accounts remains accurate and well organized.<br>• Administer reporting and account structures within financial systems, including adding, removing, and mapping accounts as needed.<br>• Maintain account roll-up hierarchies and organizational mappings to support consistent reporting outputs.<br>• Update approval workflows and related reporting structures when organizational chart or cost center changes occur.<br>• Support financial system administration tied to Oracle Fusion and OneStream reporting activities.<br>• Perform data and account cleanup activities to resolve legacy record issues and improve reporting accuracy.
- 2026-11-10T00:00:00Z
- Toledo, MD
- remote
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>Financial Reporting Manager (FULLY REMOTE - seeking a NW Ohio based candidate)</strong></p><p><br></p><p>Robert Half Talent Solutions has partnered with a rapidly growing software solutions organization as they seek a detail-oriented <strong>Financial Reporting Manager</strong> to partner with the Chief Financial Officer and provide clear, accurate financial reporting that supports executive decision-making. This role will turn complex operational and transactional data into actionable insights while overseeing reporting, SaaS revenue recognition, forecasting support, and compliance activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial reporting packages, including P&L, balance sheet, and cash flow statements for executive leadership and the Board.</li><li>Develop and maintain dashboards for key SaaS metrics such as ARR, MRR, CAC, LTV, and churn.</li><li>Consolidate financial results across entities and geographies, including currency translation and intercompany eliminations.</li><li>Review enterprise SaaS contracts and ensure revenue recognition compliance under ASC 606.</li><li>Track deferred revenue, implementation milestones, and professional services activity.</li><li>Support budgeting, forecasting, variance analysis, and financial modeling for scenario planning and strategic decisions.</li><li>Coordinate month-end and year-end close with external accounting partners.</li><li>Prepare audit support schedules, tax documentation, and compliance-related reporting.</li></ul><p><br></p>
- 2026-10-28T00:00:00Z
- Tucson, AZ
- onsite
- Permanent / Full Time
- 130000 - 160000 USD / Yearly
- We are looking for a Financial Reporting Manager to lead core reporting activities for a global, multi-entity organization based in Tucson, Arizona. This role will guide the preparation of accurate financial results, support complex accounting matters, and deliver timely insights to senior leadership. The position offers the opportunity to influence compliance, strengthen reporting quality, and contribute to broader finance improvement efforts in an international business environment.<br><br>Responsibilities:<br>• Direct the monthly, quarterly, and annual financial reporting cycle, ensuring complete, timely, and reliable deliverables across multiple entities.<br>• Oversee consolidation activities for domestic and international operations, including review of intercompany activity and alignment of reporting data.<br>• Manage general ledger integrity by supervising journal entries, account reconciliations, and period-end close processes.<br>• Partner with senior leaders to provide financial analysis, explain reporting outcomes, and support business decision-making.<br>• Lead preparation for external financial statement audits and coordinate responses to auditor requests throughout the engagement.<br>• Support technical accounting assessments and help maintain compliance with applicable U.S. accounting and reporting standards.<br>• Strengthen internal controls by monitoring reporting procedures, identifying gaps, and advancing process improvements.<br>• Guide finance transformation initiatives, including enhancements to reporting tools, workflows, and large-scale system implementation efforts.<br>• Provide leadership and direction to accounting team members, promoting accountability, accuracy, and continuous development.
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 175000 USD / Yearly
- <p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- Oak Brook, IL
- onsite
- Temporary / Contract
- 65 - 70 USD / Hourly
- <p>We are looking for a Finance Transformation Manager to support a wholesale distribution organization near Oak Brook, Illinois as it strengthens financial reporting, analytics, and intelligent process design across a growing business portfolio. This Long-term Contract position will work closely with finance and operational leaders to turn complex data into practical insights, improve reporting consistency, and introduce modern tools that elevate decision-making. The ideal candidate brings a strong mix of finance expertise, business intelligence capability, and hands-on experience applying AI solutions to real business workflows.</p><p><br></p><p>Responsibilities:</p><p>• Review current finance and operational reporting practices across multiple business units and identify opportunities to improve accuracy, visibility, and scalability.</p><p>• Build unified reporting structures and leadership dashboards that provide a clear view of revenue, margin performance, profitability, working capital, and key operating measures.</p><p>• Produce executive-ready reporting materials that help senior stakeholders evaluate business performance and prioritize actions.</p><p>• Streamline recurring reporting activities by creating automated processes that reduce manual effort and improve timeliness.</p><p>• Identify finance and business functions that can benefit from AI-enabled solutions and implement practical workflows that enhance efficiency and support better decisions.</p><p>• Develop reusable prompt frameworks and user-friendly guidance so finance teams can apply generative AI tools effectively in day-to-day work.</p><p>• Combine and standardize data from finance and operational systems to create a dependable foundation for analytics and reporting.</p><p>• Deliver diagnostic and forward-looking analysis that helps leaders understand performance drivers, risks, and opportunities.</p><p>• Partner with cross-functional stakeholders to define reporting standards, strengthen data governance, and recommend scalable solutions that support continued growth and acquisition integration.</p>
- 2026-10-21T00:00:00Z
- Lancaster, PA
- onsite
- Permanent / Full Time
- 60000 - 70000 USD / Yearly
- <p>We are looking for a detail-oriented finance specialist who can combine strong analytical thinking with hands-on accounting expertise to support informed business decisions across multiple operating areas. This position plays an important role in budgeting, reporting, and financial review, while partnering with leadership to improve visibility into performance and strengthen fiscal discipline. Based in Lancaster, Pennsylvania, the role offers the opportunity to contribute to both day-to-day financial operations and longer-term planning initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with department and business leaders to deliver financial guidance and administrative support that aligns with operational objectives.</p><p>• Evaluate financial results by preparing analyses, management reports, dashboards, and performance indicators that highlight key business insights.</p><p>• Review trends, irregularities, and potential financial risks, then provide recommendations to address issues and improve outcomes.</p><p>• Support the planning cycle through budget preparation, forecasting updates, ongoing spend tracking, and variance reporting.</p><p>• Complete core accounting activities such as reconciliations, accruals, journal entries, cost allocations, and period-end close tasks.</p><p>• Produce accurate financial statements, billing support, and related documentation to maintain organized and reliable records.</p><p>• Contribute to business planning, pricing evaluation, financial modeling, and operational assessments that inform strategic decisions.</p><p>• Assist with audit and compliance activities by assembling schedules, documentation, and supporting workpapers for review.</p><p><br></p>
- 2026-10-30T00:00:00Z
- York, PA
- onsite
- Permanent / Full Time
- 135000 - 165000 USD / Yearly
- <p><strong>Executive Accounting/Finance leader with experience driving strategic growth through M&A activity, FP&A, and full P&L ownership, while leading high-performing teams across complex, multi-entity organizations.</strong></p><ul><li>Proven leadership experience overseeing financial operations, budgeting, forecasting, and long-range strategic planning.</li><li>Strong M&A background including acquisition evaluation, integration, financial due diligence, and post-transaction support.</li><li>Deep FP&A expertise with a focus on financial modeling, KPI development, variance analysis, and executive-level reporting.</li><li>Demonstrated success managing P&L performance, improving profitability, and partnering with operational leadership to drive business results.</li><li>Skilled at building and mentoring finance teams, strengthening internal controls, and supporting organizational growth initiatives.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Irvine, CA
- onsite
- Permanent / Full Time
- 165000 - 185000 USD / Yearly
- <p>A high-end 20+ attorney firm in Irvine seeks an Attorney with 1+ years of Estate Planning experience to join the firm's Estate Planning group!</p><p><br></p><p>This estate planning attorney will start primarily drafting trusts, wills, POAs, healthcare directives, and asset transfer documents, with a yearly billable requirement of 1800 hours.</p><p><br></p><p>This Attorney will have multiple ways to earn bonuses, and the firm provides a comprehensive benefits package.</p><ul><li><strong><u>Benefits: </u></strong>100% firm-paid medical for employee (1/3 covered for dependents!), medical, dental, life insurance, AD&D, 401k, profit sharing, 3 weeks' vacation, 2 weeks sick time, paid holidays, paid bar dues & MCLEs.</li></ul><p><br></p><p><strong>This Attorney must be licensed in CA and have a JD from an ABA-accredited law school. </strong></p><p><br></p><p>TO APPLY, ONLY send your resume directly to Assistant Vice President of Direct Hire, Tess Poliakin: Tess.Poliakin<at>RobertHalf.<com></p>
- 2026-11-13T00:00:00Z