<p>We are looking for an experienced Financial Planning Analysis Manager to guide budgeting, forecasting, and performance analysis for a hospitality organization in Denver, Colorado. This role partners closely with business leaders to turn financial data into practical recommendations that support planning, accountability, and long-term growth. The ideal candidate brings strong modeling expertise, sound business judgment, and the ability to improve reporting processes through effective use of planning tools.</p><p><br></p><p>Benefits include PTO, health/vision/dental coverage, and more. </p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budgeting cycle and recurring forecast process, ensuring financial plans align with business priorities and operating goals.</p><p>• Build and maintain financial models that evaluate performance, support scenario planning, and inform strategic decision-making.</p><p>• Analyze operating results, identify key trends and variances, and present clear insights to leadership teams.</p><p>• Partner with cross-functional stakeholders to develop financial targets, monitor progress, and recommend corrective actions where needed.</p><p>• Prepare management reporting packages, dashboards, and presentations that communicate results in a concise and meaningful way.</p><p>• Oversee the use of Adaptive Insights and related planning tools to strengthen forecast accuracy and streamline financial reporting.</p><p>• Support broader corporate planning activities by consolidating inputs, validating assumptions, and improving the quality of financial analysis.</p>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p><em> The salary range for this position is $150,000-$200,000 plus bonus, 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>Want to be with a company that will ensure you get to enjoy your time off? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Support the financial planning, reporting, and budgeting processes across the company's portfolio of businesses</li><li>Partner with key business leads to lead the budget, planning, and forecast formulation and execution</li><li>Generate monthly, quarterly and yearly reporting insights by gathering and analyzing data as well as actuals/projection variances</li><li>Identify relevant trends and key variance drivers. Advise leadership of opportunities and risk impacting the firm</li><li>Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions</li><li>Develop credibility and build partnerships with the accounting team and other key stakeholders across the company to facilitate efficiency, knowledge sharing, and opportunities for process improvement</li></ul><p><br></p>
<p>Robert Half is partnering with a company in the Mechanicsburg area to hire an experienced Financial Planning & Analysis (FP&A) Manager. In this role, you will play a critical part in shaping the company’s financial strategies by providing insightful analysis, developing advanced financial models, and driving data-informed decision-making. Your expertise will support organizational growth and ensure effective financial management across the business.</p><p><br></p><p>Responsibilities:</p><p>• Lead the budgeting and forecasting processes to ensure accurate financial planning.</p><p>• Develop, refine, and maintain financial models to support strategic decision-making, including revenue projections, cash flow analysis, and scenario planning.</p><p>• Oversee the calculation and review of financial covenants to ensure compliance and accuracy.</p><p>• Provide support for inventory planning and effective debt management strategies.</p><p>• Analyze financial results and deliver actionable insights to executive leadership.</p><p>• Utilize business intelligence tools to uncover opportunities for improved performance and operational efficiency.</p><p>• Prepare comprehensive board reports, including clear and concise financial summaries.</p><p>• Monitor financial performance by analyzing trends and variances, while providing recommendations for improvements.</p><p>• Partner with operations teams to ensure robust financial reporting and management.</p><p>• Collaborate with the leadership team to maintain and update budgets and forecasts.</p>
We are looking for an experienced Financial Planning & Analysis Manager to join our team in Grand Rapids, Michigan. In this role, you will be responsible for driving financial strategy, improving reporting accuracy, and enhancing decision-making processes across the organization. This position offers the opportunity to lead critical financial initiatives and collaborate with various departments to support the company's growth and operational goals.<br><br>Responsibilities:<br>• Oversee monthly financial close processes, ensuring efficiency and delivering insightful analysis and commentary.<br>• Develop and maintain comprehensive financial reporting that supports strategic decision-making and operational improvements.<br>• Lead treasury management activities, including payment processing and credit card program oversight.<br>• Collaborate with the President to prepare annual budgets, forecasts, and divisional profit and loss statements.<br>• Streamline accounting and finance documentation processes to enhance accuracy and efficiency.<br>• Conduct equipment costing reviews, analyze variances, and document findings to provide actionable insights.<br>• Manage inventory accounting and ensure accurate tracking and reporting.<br>• Improve invoicing and expense reporting workflows for the service team to increase operational efficiency.<br>• Create and maintain cash forecasting tools to monitor weekly and monthly financial needs.<br>• Assess and plan for future labor and leadership requirements within the accounting and finance function.
<p>A growing, investment platform is hiring an FP&A Manager to support a diverse portfolio of brands across North America and Europe. As part of the global finance team, this individual will play a central role in leading forecasting, reporting, and analytical initiatives that directly influence business performance. This opportunity is well-suited for a high-performing finance professional who is looking to take the next step in a fast-paced, high-growth environment and drive continuous process improvement.</p><p><br></p><p>The ideal candidate brings strong financial modeling skills and a desire to remain hands-on. In this role, the FP&A Manager will own and enhance core financial models, lead group-wide budgeting and forecasting cycles (including long-range planning and rolling forecasts), and deliver clear, data-driven analysis to support strategic decision-making.</p><p><br></p><p>Working closely with the CFO and Head of Finance, the FP&A Manager will have a true seat at the table, partnering with senior leadership, influencing key business decisions, and gaining broad exposure across a dynamic, global portfolio.</p><p><br></p><p>Job Responsibilities:</p><ul><li>Produce monthly and quarterly management reporting, including clear and insightful variance analysis </li><li>Lead deep-dive analyses on commercial performance, cost efficiency, and investment trade-offs </li><li>Deliver ad hoc financial analysis to support key business initiatives and strategic decisions </li><li>Partner closely with senior finance stakeholders to support timely, data-driven decision-making </li><li>Develop executive-ready materials that clearly communicate assumptions, risks, opportunities, and recommendations </li><li>Drive process improvements through automation, standardization, and scalable reporting solutions </li><li>Proactively identify risks and opportunities through rigorous, data-driven analysis</li></ul><p><br></p>
<p>Developmental stage biopharmaceutical company in Phase 3 trials, seeks a Manager of R & D Finance. Great opportunity for a candidate with 10+ years of experience within the pharmaceutical/medical device industry, working with the CRO, providing analysis and insight and status to the finance/clinical team on the financial status and progress of the trial. </p><p>This is a multiyear trial costing hundreds of millions $$. The Manager of R& D Finance will provide insight into best practices, develop reports, maximize systems resources to aid in providing a full and timely picture regarding the trial. </p>
<p><strong>Commercial Finance Manager</strong></p><p>We are seeking an experienced Commercial Finance Manager dedicated to supporting the financial aspects of commercial strategy and business growth. This key role bridges financial planning and analysis, pricing, sales effectiveness, and market expansion—enabling both short- and long-term objectives through hands-on partnership with a variety of global teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop data-driven pricing models for managed services, working alongside country leaders to ensure proposals match profitability and competitive standards.</li><li>Collaborate with teams in finance, sales, and operations at the country level to adapt pricing frameworks for specific market and regulatory landscapes.</li><li>Analyze feasibility and commercial viability for new market entry, partnering with leaders in emerging markets.</li><li>Shape go-to-market strategies in partnership with product, sales, and operations colleagues, accounting for differing local dynamics.</li><li>Engage regularly with country-based business development teams across several time zones, occasionally requiring flexibility in working hours.</li><li>Perform in-depth financial analysis to inform decisions on packaging of services, contract terms, and customer segmentation.</li><li>Conduct competitive analysis and stay current on industry trends to support pricing and market entry decisions.</li><li>Maintain governance tools and scalable processes for the oversight and evaluation of commercial deals.</li><li>Track, review, and share insights on sales metrics such as revenue, growth, market penetration, and new customer acquisition.</li><li>Deliver presentations and recommendations to executive stakeholders, relying on clear, data-based insights to inform high-level decisions.</li><li>Provide mentorship and training to junior analysts, fostering a culture focused on performance and analytical growth.</li><li>Take ownership of specialized projects and executive reporting as required.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Tammy Power, Recruiting Manager with Robert Half is looking for a Financial Planning & Analysis Manager to join our team in Bakersfield, California. This position plays a central role in guiding budgeting, forecasting, and performance reporting while turning complex financial data into practical business recommendations. The ideal candidate will work closely with leaders across operations, commercial teams, and support functions to strengthen planning processes and improve decision-making. This is a hands-on opportunity for someone who combines analytical depth with strong business partnership skills.</p><p><br></p><p>For immediate and confidential consideration contact Tammy Power via LinkedIn.</p><p><br></p><p>Responsibilities:</p><p>• Lead core FP&A activities by driving the annual budget cycle, maintaining rolling forecasts, producing monthly performance reports, and delivering timely financial analysis.</p><p>• Manage key elements of the monthly financial review process, highlighting results, explaining business drivers, and identifying emerging risks and opportunities.</p><p>• Collaborate with department and executive leaders to convert operational and commercial priorities into financial plans, scenarios, and measurable targets.</p><p>• Oversee forecast consolidation by gathering inputs from cross-functional teams, aligning planning assumptions, and developing a reliable view of future performance.</p><p>• Evaluate pricing, product mix, profitability, and investment options to support sound business decisions and improved financial outcomes.</p><p>• Support cash flow planning and working capital analysis to help inform capital deployment and liquidity management.</p><p>• Contribute to long-range planning efforts through scenario modeling and financial assessment of strategic initiatives.</p><p>• Improve planning accuracy and consistency by refining forecasting methods, strengthening assumptions, and enhancing collaboration across teams.</p><p>• Assist with upgrades to FP&A reporting tools, systems, and workflow processes to build more efficient and scalable financial operations.</p><p>• Prepare concise, decision-oriented presentations and reporting materials for senior leadership discussions.</p>
<p>We are looking for a Financial Planning & Analysis Manager to strengthen reporting, forecasting, and performance visibility for the business in Whiting, Indiana. </p><p><br></p><p>We are seeking a detail-oriented and adaptable FP&A Manager to lead the development of financial reports, dashboards, and performance insights in a dynamic, fast-evolving business environment. This role is ideal for someone who thrives in ambiguity, can quickly adjust to shifting priorities, and excels at translating financial data into clear, actionable reporting for stakeholders.</p><p><br></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own and continuously improve recurring financial reporting (weekly, monthly, quarterly)</li><li>Build, automate, and maintain dashboards and reports that track key business metrics</li><li>Translate evolving business needs into flexible financial models and reporting structures</li><li>Partner with cross-functional teams to gather requirements and deliver timely insights</li><li>Perform variance analysis and clearly communicate drivers behind performance changes</li><li>Support budgeting and forecasting processes, adapting quickly to changes in assumptions</li><li>Develop scalable reporting solutions to accommodate changing business structures and priorities</li><li>Ensure consistency, accuracy, and integrity of financial data across reports</li><li>Respond to ad hoc reporting requests in a fast-paced, shifting environment</li></ul><p><br></p><p>Salary - $100k - $125k</p><p>Benefits M,D,V, 401k</p><p><br></p><p><br></p>
We are looking for an experienced Financial Planning & Analysis Manager to support business performance through forward-looking analysis, thoughtful planning, and clear financial reporting. Based in Davenport, Iowa, this position plays a central role in helping leaders make informed decisions by connecting financial results with operational and commercial trends. The role also provides an opportunity to guide a small FP&A team while strengthening reporting practices and planning processes in a growing agriculture-focused organization.<br><br>Responsibilities:<br>• Partner with commercial and operational leaders to convert business goals and performance drivers into practical financial guidance.<br>• Direct the annual planning cycle and maintain rolling forecasts that reflect current business conditions and priorities.<br>• Produce management reports, dashboards, and key performance indicators that give leadership timely visibility into results.<br>• Evaluate revenue, pricing, margin, and sales trends to support decision-making across the commercial function.<br>• Present financial performance, emerging risks, and growth opportunities to senior leaders in a clear and actionable manner.<br>• Review financial and operational outcomes to identify root causes, explain variances, and highlight areas for improvement.<br>• Build and oversee detailed financial models and ad hoc analyses that inform strategic initiatives and business decisions.<br>• Manage cash flow reporting and forecasting to ensure consistency between planning assumptions and actual performance.<br>• Lead, coach, and develop FP&A team members while setting priorities and maintaining high-quality deliverables.
We are looking for an experienced Financial Planning & Analysis (FP&A) Manager to join our team in Raleigh, North Carolina. This role is ideal for a strategic thinker with strong expertise in financial modeling and analysis, particularly within the hospitality, retail, or franchise sectors. The successful candidate will play a critical role in driving financial performance, providing actionable insights, and supporting key business decisions.<br><br>Responsibilities:<br>• Lead the development and execution of annual budgets, forecasts, and long-term financial plans for multi-unit, consumer-facing businesses.<br>• Analyze financial results and provide detailed insights to support performance improvement and cost management.<br>• Collaborate with Operations, Marketing, and Supply Chain teams to deliver data-driven recommendations and enhance strategic decision-making.<br>• Build and maintain advanced financial models to assess business performance, investment opportunities, and market expansion.<br>• Ensure the accuracy and completeness of financial reporting, including monthly, quarterly, and annual reports.<br>• Present key financial findings and performance updates to executive leadership, translating data into actionable strategies.<br>• Identify opportunities to improve financial processes and implement best practices to enhance efficiency and reporting.<br>• Mentor and guide less experienced members of the FP&A team, fostering growth and development.
<p><strong><u>FP&A Manager </u></strong></p><p><strong><em>Location</em></strong><em>: New London County </em></p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013301246</p><p><br></p><p>Join a global leader in a newly created role reporting directly to the CFO, offering high visibility and the chance to make a measurable impact in a finance organization.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>High exposure to the C-Suite and private equity ownership group</li><li>Opportunity to drive strategic FP&A in a complex global manufacturing environment</li><li>Flexible, collaborative culture – initially on-site, with hybrid flexibility once established</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Lead budgeting, forecasting, and long-range financial planning processes</li><li>Consolidate and analyze global reporting packages for executive leadership and PE ownership</li><li>Partner with business leaders to provide decision support and performance insights</li><li>Develop financial models to support strategy, margin improvement, and cost optimization</li><li>Drive variance analysis and reporting under GAAP standards</li><li>Support M&A integration and special projects</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>5+ years progressive FP&A experience with management experience</li><li>Strong financial modeling, forecasting, and budgeting skills</li><li>Advanced Excel capability</li><li>Experience with GAAP reporting and variance analysis</li></ul><p><strong>Pluses</strong></p><ul><li>Private equity–owned company exposure</li><li>Exposure to M&A processes, including financial due diligence and post-merger integration</li><li>Manufacturing industry background</li><li>OneStream or Epicor ERP experience</li><li>MBA, CPA, or CFA designation</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013301246.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p>We are looking for a Financial Planning & Analysis Manager to lead and enhance financial planning processes for our organization in Honolulu, Hawaii. This role is responsible for driving strategic insights, guiding resource allocation, and supporting key decision-making through robust financial modeling and analysis. The ideal candidate will collaborate closely with cross-functional teams and executive leadership to ensure alignment with organizational priorities. To apply, please call Melissa Tree at 808.452.0254. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the annual operating and capital budget development, coordinating inputs from various departments to create a comprehensive financial plan.</p><p>• Conduct regular financial forecasting cycles, integrating actual results and scenario analysis to provide actionable insights.</p><p>• Build and maintain long-term financial models and projections to assess sustainability and resource capacity.</p><p>• Present variance analyses and performance trends to leadership, highlighting key drivers and proposing solutions.</p><p>• Provide financial advice and analysis to support strategic decisions, including feasibility assessments and due diligence.</p><p>• Collaborate with department heads to identify cost drivers and improve planning accuracy across initiatives.</p><p>• Develop dashboards and key performance indicators to enhance financial visibility and reporting for decision-makers.</p><p>• Lead process improvements in financial reporting and forecasting to boost efficiency and accuracy.</p><p>• Mentor and develop team members, fostering growth within the financial planning and analysis function.</p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>We are looking for a Financial Planning & Reporting Analysis for the western suburbs. The ideal candidate brings strong modeling expertise, experience with consolidation tools, and the ability to partner across teams to improve decision-making. Seeking 5+ years of progressive of finance background. Having experience in a manufacturing/distribution/inventory background preferred. Salary up to $125k (DOQ) plus bonus. This is a hybrid model. Come join a great team and culture with opportunity to grow! If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly financial consolidation and reporting activities using OneStream, including review of intercompany balances and foreign exchange impacts.</p><p>• Build and refine forecasting and budgeting models that help leadership evaluate performance and plan effectively.</p><p>• Prepare presentations, reporting packages, and financial insights for board discussions and executive-level requests.</p><p>• Create detailed financial analyses and scenario models to guide strategic planning and business initiatives.</p><p>• Monitor key performance indicators, interpret trends, and highlight financial drivers that influence results.</p><p>• Perform comparative and variance analysis to explain performance shifts and identify areas requiring further review.</p><p>• Establish and report practical financial metrics that strengthen data-driven decisions across the business.</p><p>• Partner with cross-functional stakeholders to develop consolidated forecasts and support the annual operating plan.</p><p>• Coordinate project plans, timelines, and deliverables for assigned finance initiatives to ensure work is completed on schedule.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</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 strategic finance leader to guide enterprise planning activities and strengthen decision-making across the organization in Wadsworth, Ohio. This role will shape forecasting, budgeting, and long-range planning while delivering meaningful insight into manufacturing and business performance. The ideal candidate brings strong analytical judgment, a collaborative leadership style, and the ability to turn complex financial data into practical recommendations for senior leadership.<br><br>Responsibilities:<br>• Direct the company’s budgeting cycle, recurring forecast updates, and annual operating plan to ensure accurate and timely financial guidance.<br>• Develop and enhance executive reporting and performance dashboards that highlight key manufacturing metrics such as profitability, inventory efficiency, labor performance, and overhead trends.<br>• Work closely with leaders in Operations, Supply Chain, and Sales to evaluate cost behavior, production capacity, pricing dynamics, and product mix to improve financial results.<br>• Lead detailed variance reviews to identify performance gaps, explain underlying drivers, and recommend corrective actions across plant and business operations.<br>• Provide financial insight on capital spending priorities, working capital management, and operational improvement opportunities.<br>• Build scenario analyses and forward-looking models that support strategic planning, growth initiatives, investment decisions, and potential acquisitions.<br>• Deliver clear financial narratives and recommendations to executive leadership to support business decisions and resource allocation.<br>• Strengthen planning and analysis processes, tools, and reporting methods to improve visibility, consistency, and decision support across the organization.
<p>We are seeking a highly analytical and detail-oriented <strong>Financial Analyst (FP&A)</strong> to join a fast‑paced, dynamic finance team. This role is ideal for an early‑career finance professional with strong financial accounting knowledge, exceptional problem‑solving skills, and the ability to manage multiple priorities with accuracy and energy. Success in this position requires advanced Excel and Microsoft Office skills, a self‑motivated mindset, and the ability to collaborate effectively across departments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Weekly Reporting:</strong> Prepare weekly orders and sales reports to support tracking of business performance and targets</li><li><strong>Expense Analysis:</strong> Partner with department leads to analyze, report, and forecast overhead expenses</li><li><strong>Monthly Close & Forecasting:</strong> Generate monthly actuals reporting and support the forecast cycle, including preparation for business reviews</li><li><strong>Ad Hoc Analysis:</strong> Conduct in‑depth investigations of financial reports and data; provide analytical support for special projects as needed</li><li><strong>Financial Reporting:</strong> Produce financial and budgetary reports, spreadsheets, and charts for analysis and interpretation</li><li><strong>Planning Support:</strong> Assist with analytical needs during annual planning and monthly forecasting processes</li><li><strong>Communication:</strong> Distribute key metrics and reports to managers and leadership, ensuring timely and accurate delivery</li></ul><p><br></p>
<p>We are seeking a detail-oriented Financial Crimes Analyst to support our compliance and risk teams by accurately entering, updating, and maintaining sensitive financial crimes data. This role requires strong attention to detail, confidentiality, and the ability to work with large volumes of information in a fast-paced environment. This role is highly data-entry focused, so strong Excel skills and a high level of accuracy are essential. It’s a great opportunity for someone looking to get their foot in the door in business and finance. You will be working onsite Monday to Friday. Interviews are beginning Thursday 23rd 2026. Please respond to Jackie Bailey at 571-297-7549 and leave a message.</p><p><br></p><p>Responsibilities:</p><ul><li>Enter, review, and update data related to financial crimes investigations, suspicious activity, and compliance records</li><li>Maintain accurate and organized electronic files and databases</li><li>Verify information for completeness and accuracy before submission</li><li>Assist with tracking case documentation and investigation records</li><li>Identify discrepancies, missing information, and data inconsistencies</li><li>Support reporting needs for compliance, fraud, AML, and KYC teams</li><li>Follow internal procedures, regulatory guidelines, and confidentiality standards</li><li>Communicate with internal departments to resolve data issues as needed</li></ul><p><br></p>
We are looking for a detail-oriented Financial Analyst to join our team in Atlanta, Georgia. This is a Contract to permanent position offering an excellent opportunity to contribute to key financial functions in a dynamic environment. The role is currently remote but may transition to a hybrid schedule, requiring local candidates.<br><br>Responsibilities:<br>• Conduct thorough variance analyses to identify trends, insights, and areas for improvement.<br>• Prepare and present financial reports to support strategic decision-making.<br>• Develop and maintain financial models to forecast and analyze business performance.<br>• Perform ad hoc financial analyses to address specific business needs and challenges.<br>• Utilize data mining techniques to extract, organize, and analyze large datasets.<br>• Collaborate with cross-functional teams to gather financial data and provide actionable recommendations.<br>• Ensure accuracy and compliance in all financial reporting and documentation.<br>• Monitor key financial metrics and provide timely updates to stakeholders.<br>• Assist in budgeting and forecasting processes to align with organizational goals.<br>• Identify opportunities for process improvements in financial operations.
<p>We are in search of a Real Estate Analyst to join one of our client's Commercial Real Estate teams, located in Chevy Chase, MD. The role involves underwriting Commercial Real Estate finance opportunities, assisting with financial modeling, analysis, and preliminary screening of prospective loan opportunities. Very collaborative, lovely company culture and the opportunity to grow with a company. This position is in the office 3-4 days/week.</p><p><br></p><p>Responsibilities:</p><ul><li>Supported originators with commercial real estate financial modeling and analysis, including initial screening of prospective financing opportunities and evaluating credit quality of financing requests.</li><li>Maintained and updated detailed financial models, including performing sensitivity analyses to assess potential scenarios.</li><li>Conducted comprehensive market, industry, and sponsor due diligence, researching trends and the competitive landscape to evaluate the impact on property demand, vacancy rates, rent growth, capitalization rates, and overall value.</li><li>Collected, organized, and reviewed due diligence materials such as appraisals, environmental reports, and property inspections, and analyzed guarantor financial statements to assess the strength of additional credit support.</li><li>Ensured timely and accurate maintenance of loan documentation and credit files in the internal document retention system, following all compliance and procedural guidelines.</li><li>Coordinated loan closings, managing legal documentation, third-party due diligence, and internal processing to ensure adherence to credit policies.</li><li>Assisted with portfolio management activities, including loan modifications, extensions, risk rating updates, and resolution of various asset management issues.</li><li>Collaborated and communicated effectively with stakeholders at all management levels and across departments.</li><li>Supported additional tasks and special projects as needed.</li></ul><p>The ideal candidate for this Real Estate Analyst role will have 3+ years of commercial real estate financial modeling experience (office, industrial, multi-family), BS from a 4-year accredited university, ability to communicate with all levels of the organization, advanced Excel skills and outstanding quantitative/qualitative analytical skills. The comp range for this position is 100K-125K + 10% bonus and full benefits. To apply to this Real Estate Analyst role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.</p>
<p>Financial Analyst</p><p>We are seeking a Financial Analyst to support financial reporting, operational analysis, and business decision-making within a complex operating environment. This role blends detailed analytical work with cross-functional collaboration to enhance financial accuracy, strengthen internal controls, and deliver insight into costs, assets, and performance trends. The ideal candidate demonstrates strong problem-solving skills, solid accounting knowledge, and the ability to work effectively with both internal teams and external partners on recurring responsibilities and special initiatives.</p><p>Key Responsibilities</p><ul><li>Lead financial reviews and project-based analyses that support operational improvements and evolving business needs.</li><li>Analyze financial activity to ensure transactions are recorded accurately and aligned with established accounting standards.</li><li>Review inventory, fixed assets, spare parts, and related records to support accurate valuation, accountability, and asset oversight.</li><li>Partner with internal stakeholders to ensure financial processes, recordkeeping, and control practices are executed consistently and in compliance with policies.</li><li>Coordinate with auditors, insurance providers, and other external parties to support audits, documentation requests, and compliance-related activities.</li><li>Track and compile cost data related to significant insurance or risk-related matters by coordinating inputs, organizing supporting documentation, and communicating results to leadership.</li><li>Contribute to budgeting, forecasting, and financial planning activities, including support of complex accounting analyses and issue resolution.</li><li>Perform internal reviews and variance analyses to identify discrepancies, explain performance drivers, and recommend corrective action.</li><li>Provide guidance, training, and developmental support to accounting or administrative team members through knowledge sharing and collaboration.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst to join our dynamic Financial Planning and Analysis team in Mechanicsburg, Pennsylvania. In this role, you will play a pivotal part in supporting the financial success of hospitals nationwide through detailed reporting, analytics, and collaboration with key stakeholders. Your expertise will be instrumental in driving informed decision-making and improving operational performance.<br><br>Responsibilities:<br>• Prepare and deliver accurate financial forecasts and reports to assist operational leaders in strategic decision-making.<br>• Analyze and interpret large data sets to perform research, modeling, and strategic evaluations aimed at enhancing performance and patient satisfaction.<br>• Contribute to the creation of annual budgets and assist in presenting inpatient budget plans.<br>• Collaborate with Directors of Finance and Business Development to conduct pro forma analyses for acquisitions, start-ups, and relocations.<br>• Examine consolidated financial statements to identify trends and variances.<br>• Perform market analyses and calculate contract rates, considering the potential impact of regulatory changes on hospital operations.<br>• Undertake complex ad hoc projects to address the specific needs of hospitals and leadership teams.<br>• Provide actionable insights through financial modeling and variance analysis.<br>• Support strategic initiatives by leveraging advanced data mining techniques.
<p>Kyle Clarke is looking for a dedicated Financial Analyst to join a thriving manufacturing company in Lancaster, New York. In this role, you will collaborate with the Plant Finance Manager to oversee financial planning, reporting, and analysis processes. Your expertise will play a key role in providing meaningful insights to drive business decisions and improve financial performance.</p><p><br></p><p>Responsibilities:</p><ol><li><strong>Costing:</strong> Lead the Global Supply Chain (GSC) Annual Operating Cost (AOC) process, including defining and updating standard overhead rates, establishing product costing methodologies, and ensuring accurate allocation of manufacturing costs.</li><li><strong>Inventory KPIs:</strong> Define, implement, and monitor key inventory performance indicators (KPIs) such as inventory turns, days on hand, excess & obsolete levels, and accuracy metrics. Partner with operations and supply chain teams to drive improvements in working capital, optimize inventory levels, and ensure alignment with corporate financial targets.</li><li><strong>Budgeting and Forecasting:</strong> Assist in the development of the annual budget and financial forecasts; monitor performance against the budget and provide variance analysis.</li><li><strong>Data Analysis:</strong> Conduct in-depth financial analysis to identify trends, variances, and opportunities for cost reduction and revenue enhancement.</li><li><strong>Integration Support:</strong> Collaborate with cross-functional teams to support the financial integration of these entities, ensuring alignment with corporate policies and practices during the transition period.</li><li><strong>Collaboration:</strong> Work closely with various departments to gather relevant data and insights, ensuring alignment with financial goals and strategies.</li><li><strong>Ad Hoc Analysis:</strong> Prepare ad hoc financial analyses and reports as requested by the CFO or other senior management.</li><li><strong>Performance Metrics:</strong> Develop and track key performance indicators (KPIs) to measure financial performance and operational efficiency.</li><li><strong>Presentation Support:</strong> Assist in the preparation of presentations and reports for board meetings and executive-level discussions.</li></ol><p><br></p>