<p><strong>Data Analyst</strong></p><p>Location: Miami, FL</p><p><strong>About the Role</strong></p><p>Our client is looking for a Data Analyst to turn raw data into clear, actionable insights that guide business decisions. You will work closely with stakeholders across the organization to build reports, uncover trends, and improve how data is collected and used. This is a great fit for someone who enjoys solving problems, asking good questions, and telling a story with numbers.</p><p><strong>What You’ll Do</strong></p><ul><li>Gather, clean, and validate data from multiple sources to ensure accuracy and consistency</li><li>Write SQL queries to extract and analyze data from relational databases</li><li>Build and maintain dashboards and reports in Power BI, Tableau, or similar tools</li><li>Identify trends, patterns, and opportunities, and present findings to technical and non technical audiences</li><li>Partner with business teams to define KPIs and translate questions into analysis</li><li>Automate recurring reports and streamline data workflows</li><li>Support ad hoc requests and deeper dive projects as business needs evolve</li><li>Document data sources, definitions, and processes</li></ul><p><br></p>
<p>Robert Half is working with a client seeking a Data Analyst.</p><p><br></p><ul><li>Assist in developing, maintaining, and updating dashboards and recurring daily, weekly, and monthly reports.</li><li>Analyze operational, financial, sales, and customer data to identify trends and discrepancies.</li><li>Perform data validation, reconciliation, and quality checks; investigate missing, duplicate, or inconsistent records and escalate findings.</li><li>Write and modify basic to intermediate SQL queries to retrieve and summarize data.</li><li>Support Power BI report development, enhancements, testing, and validation.</li><li>Work with structured datasets and gain exposure to data warehouses and ETL/ELT processes.</li><li>Collaborate with business stakeholders to clarify reporting needs and communicate findings.</li><li>Maintain documentation of reports, business definitions, validation steps, and procedures.</li></ul><p><br></p>
We are looking for a Data Analyst to join a FinTech organization in New York, New York. This Long-term Contract position is ideal for someone who enjoys translating complex commercial and sales data into practical recommendations that support pricing, forecasting, and business decisions. In this role, you will work across teams to strengthen reporting accuracy, develop analytical models, and present insights that help guide deal strategy and revenue outcomes.<br><br>Responsibilities:<br>• Build and refine analytical models and reusable templates to evaluate new business opportunities as well as converted accounts.<br>• Perform margin-focused assessments on proposed deals to support pricing decisions and overall commercial strategy.<br>• Create clear presentation materials that summarize commercial proposals, financial considerations, and key business insights.<br>• Prepare internal review decks that clearly communicate deal performance, assumptions, risks, and recommendations for stakeholders.<br>• Audit and validate Salesforce data to improve consistency, completeness, and reporting reliability.<br>• Maintain accurate weekly tracking reports and ensure leadership has timely visibility into performance metrics and pipeline activity.<br>• Analyze sales and pricing data to uncover trends, compare scenario outcomes, and support revenue forecasting.<br>• Partner with cross-functional teams including Sales and Finance to align analysis with business objectives and customer needs.
We are seeking a detail-oriented Data Analyst to support material and vendor master data management for a well-established organization. This position is responsible for maintaining accurate data within SAP, processing material and vendor updates, supporting data governance initiatives, and ensuring data integrity across business operations. The ideal candidate brings experience in SAP, master data management, data validation, and process improvement, along with strong analytical and organizational skills. Key Responsibilities Create, update, and maintain material and vendor master records within SAP. Ensure accuracy, completeness, and consistency of master data across systems. Process vendor setup requests, changes, and updates while verifying required documentation and approvals. Maintain material records throughout the product lifecycle, including status changes and updates. Support data governance policies, procedures, and quality standards. Research and resolve data discrepancies, errors, and system-related issues. Collaborate with cross-functional teams to address data requests and operational needs. Support data synchronization and publication processes, including GDSN, 1WorldSync, and GS1 standards. Monitor shared mailboxes, manage incoming requests, and meet established service-level agreements (SLAs). Assist with data cleanup, reporting, and process improvement initiative
We are looking for a Data Analyst to support reporting, audience targeting, and data-driven decision-making for a manufacturing organization in Diamond Bar, California. This Long-term Contract position partners closely with business stakeholders to translate operational goals into meaningful reports, reliable datasets, and actionable audience lists. The ideal candidate brings strong analytical skills, hands-on experience with SQL and Excel, and the ability to communicate clearly while maintaining high standards for data accuracy.<br><br>Responsibilities:<br>• Partner with business teams to gather reporting needs, clarify audience outreach objectives, and turn those needs into practical data solutions.<br>• Develop and refine reports, datasets, and audience lists that help stakeholders measure performance and support business priorities.<br>• Write and troubleshoot SQL queries across multiple tables, using joins and backend reporting techniques to extract accurate information.<br>• Pull, validate, and organize data from platforms such as Salesforce and marketing-related systems to support analysis and campaign targeting.<br>• Perform data validation checks and investigate quality issues to improve confidence in reporting outputs and audience segmentation.<br>• Use advanced Excel functions, including PivotTables and lookup formulas, to analyze trends, reconcile data, and present findings clearly.<br>• Build targeted audience segments and list selections based on defined business rules, data attributes, and outreach requirements.<br>• Communicate proactively with cross-functional partners to provide status updates, resolve issues quickly, and ensure deliverables align with expectations.
We are looking for a Data Analyst to support data-driven decision-making for a growing organization in Avon, Ohio. This role is ideal for someone who combines strong analytical thinking with hands-on experience in reporting, pricing data, and process improvement. You will work across business systems and datasets to build reliable insights, streamline recurring work, and deliver clear outputs that help teams operate more effectively.<br><br>Responsibilities:<br>• Develop and maintain reports, dashboards, and analytical outputs that turn business data into actionable insights for stakeholders.<br>• Manage pricing-related information and core master data, helping ensure accuracy, consistency, and usability across operational processes.<br>• Build and enhance automated reporting solutions that connect with back-office platforms and reduce dependence on manual data preparation.<br>• Review existing workflows to identify inefficiencies, then apply Excel, AI-enabled tools, or system integrations to improve speed and reliability.<br>• Partner with cross-functional teams to gather reporting needs, clarify business questions, and translate requirements into practical analytics solutions.<br>• Monitor data quality across source systems and resolve inconsistencies that could affect reporting, forecasting, or operational decision-making.<br>• Create presentations and summary materials that clearly communicate findings, trends, and recommendations to business audiences.<br>• Iterate quickly on deliverables by incorporating feedback, refining outputs, and continuously improving the usefulness of analytical work.
<p>We are seeking a Data Analyst to support the design, development, implementation, and maintenance of software applications and data management solutions. This role requires close collaboration with cross-functional teams to deliver scalable technology solutions that meet business and operational needs.</p><p>Responsibilities</p><ul><li>Gather, analyze, and document business and technical requirements.</li><li>Translate requirements into functional specifications, technical designs, and implementation plans.</li><li>Research, evaluate, and recommend technologies, platforms, tools, and development approaches.</li><li>Design, develop, test, and deploy software applications, integrations, and database solutions.</li><li>Collaborate with project teams to define priorities, estimate effort, and support project delivery.</li><li>Assist with identifying, tracking, and resolving project risks, issues, and dependencies.</li><li>Work with stakeholders to provide status updates, gather feedback, and ensure alignment with project objectives.</li><li>Develop and maintain technical documentation, including system designs, processes, configurations, and support materials.</li><li>Troubleshoot, maintain, and enhance existing applications and systems.</li><li>Support cloud-based and enterprise technology environments as needed.</li><li>Participate in quality assurance, testing, and continuous improvement activities.</li><li>Perform other related duties and responsibilities as assigned.</li></ul><p>Qualifications</p><ul><li>Experience in software development, application support, or systems implementation.</li><li>Knowledge of software development methodologies and best practices.</li><li>Experience with databases, application design, and system integration concepts.</li><li>Strong analytical, problem-solving, and organizational skills.</li><li>Ability to manage multiple priorities and work effectively in a team environment.</li><li>Strong written and verbal communication skills.</li><li>Ability to learn new technologies and adapt to changing business needs.</li></ul><p><br></p>
We are looking for a Data Analyst to join a team in Somerset, New Jersey and turn complex information into actionable insight that strengthens fraud detection efforts. This contract opportunity with potential for a permanent role is ideal for someone who combines strong analytical thinking with practical experience identifying suspicious patterns, supporting investigations, and improving anti-fraud decision-making. The role offers the chance to work closely with business partners to interpret data, surface risk trends, and contribute to a more proactive fraud strategy.<br><br>Responsibilities:<br>• Examine large data sets to identify unusual activity, emerging fraud patterns, and indicators of potential risk.<br>• Create reports, dashboards, and analytical summaries that help stakeholders monitor fraud performance and make informed decisions.<br>• Partner with investigation and business teams to translate data findings into practical actions that support fraud prevention efforts.<br>• Evaluate transactional and behavioral information to uncover trends, root causes, and opportunities to reduce exposure.<br>• Support fraud investigations by gathering, organizing, and interpreting relevant data from multiple sources.<br>• Refine analytical methods and detection approaches to improve accuracy, efficiency, and responsiveness in anti-fraud initiatives.
We are looking for a detail-focused Data Analyst to join a long-term contract opportunity based in Salt Lake City, Utah. This role supports finance and business data operations by improving the quality, accuracy, and completeness of critical customer and vendor information. The ideal candidate brings hands-on experience with financial records, strong Excel skills, and the ability to work across teams to keep large data sets organized, validated, and ready for business use.<br><br>Responsibilities:<br>• Review, validate, and refine customer, vendor, and finance-related records to maintain accurate and reliable master data.<br>• Analyze large data sets in Excel to identify discrepancies, compare source information, and resolve data quality issues.<br>• Partner with finance, procurement, and other business teams to gather missing details and clarify record inconsistencies.<br>• Prepare structured data files and supporting documentation for system-related projects, testing activities, and ongoing governance needs.<br>• Maintain clear audit trails by documenting updates, decisions, and data handling steps throughout the project lifecycle.<br>• Support high-volume record management while meeting established timelines in a fast-paced project environment.<br>• Monitor data compliance standards and help ensure records align with internal controls and documentation requirements.<br>• Assist with project activities related to data conversion and validation as part of broader business transformation efforts.
<p>Robert Half is seeking an<strong> IFS Enterprise Asset Management (EAM) Solution Architect</strong> to support a strategic asset management transformation initiative for a large asset-intensive client. This consultant will serve as a trusted advisor responsible for evaluating the client's current-state IFS EAM environment and designing a scalable future-state framework that improves asset reliability, maintenance effectiveness, governance, reporting, and operational decision-making. Apply today! </p><p><br></p><p><strong>Duration:</strong> 3 months contract with potential to extend, depending on performance </p><p><strong>Location:</strong> 100% Remote, occasional travel to Seattle</p><p><strong>Schedule:</strong> Open to candidates who’d be interested in Part Time or Full Time work</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Assess current-state IFS EAM configuration, business processes, data structures, and governance practices.</li><li>Lead discovery sessions and workshops with maintenance, operations, supply chain, engineering, IT, and business stakeholders.</li><li>Design scalable asset hierarchy models, equipment structures, and master data governance frameworks.</li><li>Evaluate and optimize maintenance planning, preventive maintenance, work order management, scheduling, and execution processes.</li><li>Develop recommendations for warehouse operations, spare parts management, BOM governance, and inventory controls.</li><li>Establish reliability and performance measurement frameworks, including KPIs, reporting models, and asset lifecycle metrics.</li><li>Identify opportunities to leverage standard IFS capabilities while reducing reliance on custom processes and workarounds.</li><li>Create future-state operating models, implementation roadmaps, and prioritized improvement initiatives.</li><li>Support organizational readiness, training, knowledge transfer, and adoption activities.</li><li>Provide strategic guidance throughout assessment, design, and optimization phases of the engagement.</li></ul>
We are looking for a Data Analyst to support fraud-focused data initiatives in Pittsburgh, Pennsylvania. This Long-term Contract position is ideal for someone who can turn complex information into clear insights that help identify suspicious activity and strengthen anti-fraud efforts. The role combines analytical problem-solving with investigative support, requiring close attention to patterns, anomalies, and data quality.<br><br>Responsibilities:<br>• Analyze large datasets to detect unusual trends, irregular transactions, and indicators of potentially fraudulent activity.<br>• Develop reports and dashboards that translate fraud-related data into actionable findings for business and risk stakeholders.<br>• Partner with investigation and compliance teams to support case reviews with accurate data analysis and documented insights.<br>• Examine data sources for consistency and reliability to ensure fraud monitoring outputs are based on high-quality information.<br>• Identify emerging patterns and recommend adjustments to analytical approaches that improve fraud detection effectiveness.<br>• Perform ad hoc analysis to answer urgent business questions related to anti-fraud controls, losses, and suspicious behavior.<br>• Maintain clear records of analytical methods, assumptions, and findings to support auditability and ongoing investigations.
We are looking for a Data Analyst to join a FinTech organization on a long-term contract assignment. This role focuses on transforming commercial and sales data into meaningful analysis that supports pricing decisions, revenue planning, and opportunity evaluation. The successful candidate will work closely with cross-functional partners to develop clear reporting, validate critical business data, and deliver insights that strengthen decision-making across the business.<br><br>Responsibilities:<br>• Create analytical models and decision-support templates to assess new business and converted opportunities.<br>• Evaluate deal economics by examining margins, pricing structures, and overall commercial viability.<br>• Develop effective presentation materials that summarize commercial proposals and support stakeholder discussions.<br>• Prepare internal review decks that clearly communicate deal performance, assumptions, and recommendation points.<br>• Audit and maintain Salesforce data to improve accuracy, consistency, and reporting reliability.<br>• Keep weekly tracking reports current by monitoring key metrics, updating performance data, and highlighting notable changes.<br>• Analyze sales and pricing information to uncover trends, identify opportunities, and support more competitive market decisions.
<p>We are looking for a Data Analyst to turn complex healthcare, financial, and operational data into meaningful insights that guide leadership decisions. This position supports organizational performance by connecting information from clinical and business systems, building practical reporting tools, and highlighting trends that matter. Based in Milwaukee, Wisconsin, the role works closely with finance, operations, and clinical stakeholders to improve visibility, planning, and overall effectiveness. <strong><em>Local candidates to the Greater Milwaukee area are encouraged to apply. </em></strong></p><p><br></p><p>Responsibilities:</p><p>• Applicants must have experience building data pipelines. </p><p>• Create and maintain dashboards, scorecards, and recurring reports that combine Epic data with financial and operational information from connected platforms.</p><p>• Work with leaders across finance, operations, and clinical teams to define measurable indicators and track performance in patient services, revenue activity, and resource use.</p><p>• Gather, clean, and evaluate large datasets to support forecasting, monthly business reviews, and long-range planning initiatives.</p><p>• Present findings in a clear, business-focused format so non-technical stakeholders can understand trends, risks, and opportunities.</p><p>• Collaborate with IT and data governance partners to uphold data accuracy, reporting consistency, and compliance with organizational standards.</p><p>• Identify patterns in clinical and administrative workflows and recommend improvements that increase efficiency and support better decision-making.</p><p>• Contribute to reporting automation and process enhancements that improve speed, reliability, and access to timely performance data.</p>
<p>Robert Half is seeking a Contract Data Analyst to join our client's team. As a Data Analyst, you will be responsible for collecting, processing, and analyzing data to provide actionable insights that support business decisions. This contract position offers an exciting opportunity to work with a dynamic team and help drive data-driven strategies for a respected organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Data Collection and Analysis:</strong> Collect, clean, and analyze data from various sources to identify trends, patterns, and insights that inform business decisions.</li><li><strong>Reporting:</strong> Create and maintain dashboards, reports, and visualizations that communicate findings to stakeholders in a clear and concise manner.</li><li><strong>Data Validation:</strong> Ensure data integrity by conducting regular audits, validation, and quality checks.</li><li><strong>Collaboration:</strong> Work closely with cross-functional teams to understand data requirements and provide insights that support strategic goals.</li><li><strong>Data Modeling:</strong> Develop and maintain data models, forecasts, and simulations to support business planning and operations.</li><li><strong>Trend Analysis:</strong> Monitor key performance indicators (KPIs) and analyze data trends to identify opportunities for improvement.</li><li><strong>Documentation:</strong> Document data processes, methodologies, and findings to ensure transparency and reproducibility of results.</li><li><strong>Ad Hoc Analysis:</strong> Provide ad hoc analysis and reporting support as needed to assist in decision-making processes.</li></ol><p><br></p>
We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
<p>We are looking for a Compensation Analyst to support a non-profit organization during a period of elevated workload. This Long-term Contract position will focus on evaluating pay data, building structured compensation frameworks, and delivering practical analysis that supports informed compensation decisions. The role is highly hands-on and is best suited for someone who can translate complex data into clear recommendations using advanced spreadsheet modeling.</p><p><br></p><p>Responsibilities:</p><p>• Conduct market-based compensation studies by analyzing salary survey data and external benchmarks to assess competitiveness.</p><p>• Develop and refine pay structures that align compensation ranges with organizational needs and market conditions.</p><p>• Perform internal equity reviews to identify pay relationships across roles and recommend appropriate adjustments.</p><p>• Build and maintain compensation models to compare multiple pay scenarios and support decision-making.</p><p>• Prepare detailed analyses and reports that summarize compensation findings for leaders and stakeholders.</p><p>• Use advanced Excel techniques to organize data, create models, and present accurate compensation insights.</p><p>• Support compensation-related processes and documentation, including the use of UKG Pro where needed.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Sr. Information Analyst to support IT risk, governance, and compliance initiatives in Hackensack, New Jersey. This role focuses on strengthening security and privacy practices by evaluating control environments, identifying compliance gaps, and helping align internal standards with recognized regulatory and industry frameworks. The ideal candidate will work closely with cross-functional teams, communicate findings to leadership, and contribute to awareness programs that improve organizational readiness and accountability.</p><p><br></p><p>Responsibilities:</p><p>• Support the development and rollout of security and compliance policies, standards, and operating procedures that align with established global governance frameworks.</p><p>• Perform risk reviews, vulnerability evaluations, and gap analyses to uncover control weaknesses and recommend practical remediation steps.</p><p>• Help implement and validate controls designed to meet applicable U.S. federal regulatory expectations and broader compliance obligations.</p><p>• Participate in audit and assessment activities, including controls testing, internal reviews, and privacy-focused evaluations, then document findings and improvement opportunities.</p><p>• Partner with business and technical teams to coordinate compliance efforts, track action items, and promote consistent risk management practices.</p><p>• Create clear reports, scorecards, and dashboards that summarize compliance status, key risks, and progress for senior leadership.</p><p>• Contribute to security awareness efforts by helping develop training content, simulated exercises, and digital learning materials for employees.</p><p>• Analyze participation data, feedback, and performance metrics to measure training effectiveness and support ongoing program enhancements.</p>
We are looking for a detail-oriented Sales Analyst to support quoting, order processing, and sales reporting activities for our team in Midland, Texas. This position plays an important role in turning customer requirements into accurate pricing documentation, coordinating order details with vendors, and keeping sales data current and reliable. The ideal candidate brings strong analytical ability, experience working with sales operations processes, and a proactive approach to follow-up and accuracy.<br><br>Responsibilities:<br>• Develop organized pricing worksheets using vendor and product details to support the creation of accurate customer quotations.<br>• Prepare and distribute customer quotes, monitor quote activity, and follow up on outstanding opportunities to help move business forward.<br>• Create purchase orders after customer approval and review vendor confirmations to ensure pricing, quantities, and delivery commitments are correct.<br>• Enter customer orders into Sage 100 with careful attention to alignment between the approved quote, purchase order, and final sales order.<br>• Coordinate order-related information across sales and suppliers to support timely fulfillment and delivery planning.<br>• Maintain up-to-date Excel logs for quotations, open orders, purchase orders, and inventory to provide clear visibility into current activity.<br>• Produce reliable sales tracking information and status updates that help management and sales teams make informed decisions.<br>• Support billing, sales documentation, and related operational tasks while ensuring records remain accurate and complete.
<p>We are looking for a Sales Analyst to support procurement and sales coordination activities for a fully remote temporary position that will last through February 2027 and possibly longer. This role will help manage purchasing workflows, maintain accurate order records, and work closely with internal teams to keep daily operations running smoothly. The ideal candidate brings strong organizational skills, attention to detail, and the ability to balance supplier interactions with reporting and department support. Advanced Excel skills are required. </p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchasing tasks from request intake through order completion, ensuring timelines and documentation remain accurate.</p><p>• Prepare, review, and track purchase orders while confirming pricing, quantities, and delivery expectations with vendors.</p><p>• Support day-to-day activities within the purchasing department and help maintain efficient operational processes.</p><p>• Work with sales and merchant services contacts to align purchasing actions with business needs and customer commitments.</p><p>• Monitor order status, follow up on open items, and address issues related to fulfillment, invoicing, or supplier communication.</p><p>• Maintain organized procurement records and generate reports that support visibility into purchasing performance and trends.</p><p>• Use Power BI and related tools to assist with reporting, analysis, and presentation of purchasing data.</p><p>• Collaborate with cross-functional partners to improve purchasing activities and support departmental objectives.</p>
<p>Our client is seeking a Risk Analyst to join a collaborative and growing team. This is an excellent opportunity for a risk, audit, or compliance professional who enjoys solving complex problems, partnering with business leaders, and helping strengthen an organization's control environment.</p><p><br></p><p>The ideal candidate will bring experience in internal audit, risk management, and internal controls.</p><p><br></p><p>What You'll Do</p><ul><li>Validate remediation efforts by reviewing supporting documentation and evidence to ensure corrective actions have been effectively implemented</li><li>Perform testing of internal controls and evaluate their design and operating effectiveness</li><li>Monitor and track audit findings, regulatory issues, and risk mitigation activities</li><li>Support internal and external audits, regulatory examinations, and compliance reviews</li><li>Partner with business units to identify, assess, and mitigate operational and compliance risks</li><li>Work closely with regulators, auditors, and leadership teams to address findings and recommendations</li><li>Analyze processes and controls, identifying opportunities for improvement and increased efficiency</li><li>Utilize risk, audit, and compliance systems to track activities, manage documentation, and enhance reporting</li><li>Assist with ongoing risk assessments and control monitoring initiatives</li></ul>
<p><strong>Role: Finance Associate (think: Corporate Accountant) </strong></p><p><strong>Salary: $70.000 - $75,000</strong></p><p><strong> </strong></p><p>The Finance Associate will participate in a structured rotation across Accounts Payable and Accounts Receivable, gaining end-to-end exposure to financial operations. Responsibilities include processing invoices, employee expenses, and payments, as well as supporting billing, collections, and expense reimbursements.</p>
<p>Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles. Shad is partnering with Protiviti Risk Consulting to fill a role internally for Senior Consultant in the Houston Market. This role is a critical position as they are looking for a candidate that is wanting to transition from public accounting into a consulting capacity. Candidate must have 2 plus year’s public accounting, a Certification such as CPA or CIA or parts passed and candidate must have worked on Energy / Oil and Gas clients. Candidate should also have the ability to travel up to 30%. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Senior Consultant in the subject line.</p>
<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>Are you interested in markets and looking for a role in Wealth Management?</p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of Analysts.</p><p> </p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently</li><li>Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity</li><li>Ensure precise trade entry and maintain high standards of data integrity throughout the process</li><li>Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner</li><li>Monitor trade activity and escalate any irregularities or operational risks as needed</li><li>Support the investment team and Analyst with ad hoc projects, reporting, and process improvements</li></ul><p><br></p>