<p>We are looking for a detail-oriented Senior Accountant to join our client's team in Memphis, Tennessee. This role offers a dynamic opportunity to engage in monthly accounting tasks while applying analytical skills to improve processes, solve problems, and contribute to system and accounting projects. The ideal candidate will collaborate with various departments to ensure accurate financial reporting and effective internal controls.</p><p><br></p><p>Responsibilities:</p><p>• Verify the accuracy and completeness of daily accounting activities, including inventory, shipping, invoicing, purchasing, and accounts payable.</p><p>• Reconcile material movements daily and ensure proper documentation is maintained.</p><p>• Collaborate with plant management to ensure production data is reported accurately and on time.</p><p>• Support the division controller in maintaining compliance with internal controls and identifying process improvement opportunities.</p><p>• Assist with month-end accounting tasks such as reconciling accounts payable, inventory, and cost of goods sold, as well as preparing journal entries and financial reports.</p><p>• Ensure accurate revenue recognition and proper cut-off for invoicing during the month-end process.</p><p>• Interact with various departments to address accounting and accounts payable inquiries effectively.</p><p>• Participate in the development and improvement of inventory software and procedures.</p><p>• Conduct research and analysis to resolve accounting discrepancies and enhance operational efficiency.</p><p>• Contribute to financial forecasting and reporting efforts.</p><p><br></p><p>Requirements:</p><p>• Bachelor’s degree in Accounting or Finance with at least two years of experience in manufacturing accounting.</p><p>• Proficiency in reconciling inventory counts and performing month-end closing tasks.</p><p>• Strong skills in Microsoft Excel, including advanced formulas.</p><p>• Proven ability to solve problems and identify errors within production and accounting systems.</p><p>• Experience in reconciling general ledger accounts and preparing journal entries.</p><p>• Familiarity with inventory accounting processes and maintaining manufacturing inventory.</p><p>• Ability to develop reports to improve controls or automate processes.</p><p><br></p>
We are looking for an IT Security Analyst to support and strengthen daily security operations for a financial services environment in Bensalem, Pennsylvania. This role focuses on monitoring security activity, managing risk and compliance tasks, and helping ensure timely response to incidents, vulnerabilities, and access-related concerns. The ideal candidate brings a strong service mindset, solid technical judgment, and the ability to collaborate across technology teams while maintaining a secure and well-documented operating environment.<br><br>Responsibilities:<br>• Manage incoming security-related support requests, resolve issues within established service expectations, and provide responsive assistance to internal users and IT partners.<br>• Perform recurring reviews of security devices, system settings, and user access controls to confirm appropriate protection and identify areas requiring remediation.<br>• Use governance, risk, and compliance tools to track vulnerability findings, coordinate follow-up actions, and work with infrastructure teams to keep patching efforts on schedule.<br>• Conduct third-party security assessments and prepare clear reporting to support vendor risk visibility and decision-making.<br>• Gather and organize evidence for internal and external audits, ensuring materials are accurate, complete, and available when needed.<br>• Contribute to the improvement of security monitoring capabilities by evaluating SIEM performance and recommending enhancements to alerting and visibility.<br>• Record and help investigate security events, malware alerts, and related incidents while supporting escalation and coordination across technical teams.<br>• Review information security policies on a regular basis, update existing standards, and draft new documentation to address control gaps or regulatory changes.<br>• Provide security-focused support for Windows environments and business applications, while helping maintain procedures and improve operational processes.<br>• Work with cross-functional technology teams on security initiatives, deployments, and broader projects involving firewalls, web filtering, intrusion prevention, and data protection controls.
<p><strong>AR Accountant in Beloit, WI. For immediate consideration, contact Jon Wright at 608-338-1052.</strong></p><p><br></p><p>Robert Half is looking for a detail-oriented Accounts Receivable Accountant to join a wholesale distribution organization in Beloit, Wisconsin. This position is responsible for maintaining accurate receivables activity, supporting steady cash flow, and resolving payment issues with customers in a timely and detail-focused manner. The ideal candidate brings strong attention to detail, sound judgment, and the ability to work cross-functionally while managing daily accounting tasks with accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Oversee outstanding customer balances by reviewing aging activity, contacting accounts with past-due invoices, and driving prompt payment resolution.</p><p>• Track promotional programs, rebates, pricing agreements, and approved customer allowances while validating deductions against supporting documentation.</p><p>• Investigate disputed charges and submit claims related to freight, payment terms, short pays, and other receivable variances to recover funds efficiently.</p><p>• Partner with internal teams, customers, and external contacts to address account questions, remove barriers to payment, and keep transactions moving smoothly.</p><p>• Set up new customer records in company accounting and tax-related systems, ensuring documentation is complete and account information is entered correctly.</p><p>• Process card payments through the authorized online platform and record transactions accurately within financial records.</p><p>• Review customer account standing and credit thresholds before order release to confirm alignment with established terms.</p><p>• Enter customer return activity and issue credits accurately, ensuring all adjustments are completed within required timelines.</p><p>• Prepare daily deposits, apply incoming payments to the correct accounts, and perform routine bank reconciliations to identify and resolve discrepancies.</p><p>• Provide additional clerical and departmental support as needed to maintain efficient accounts receivable operations.</p>
We are looking for an experienced Financial Advisor to join a respected independent wealth management firm in Westborough, Massachusetts. This position is well suited for a relationship-driven individual who enjoys guiding clients through comprehensive financial decisions while contributing to the continued growth of the practice. The role offers the chance to expand existing client partnerships, attract new business opportunities, and build toward a senior advisory presence within the organization.<br><br>Responsibilities:<br>• Build and manage long-term relationships with clients by delivering thoughtful guidance across financial planning and wealth management needs.<br>• Create tailored planning strategies that align investment objectives, risk tolerance, retirement goals, and broader financial priorities.<br>• Lead client meetings with clarity, translating complex financial concepts into practical recommendations.<br>• Identify opportunities to grow the business through networking, referrals, and proactive outreach within the market.<br>• Partner with internal team members to ensure a high standard of service, timely follow-up, and consistent client communication.<br>• Review client portfolios and financial plans regularly, recommending adjustments based on changing goals, market conditions, or life events.<br>• Support the ongoing development of the advisory practice by contributing ideas that strengthen client experience and business growth.
<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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service.<br><br>Responsibilities:<br>• Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance.<br>• Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals.<br>• Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches.<br>• Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs.<br>• Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities.<br>• Expand business opportunities through prospecting, referrals, networking, and engagement within the community.<br>• Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions.<br>• Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
<p>Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul><p><br></p>
<p>Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment strategies, building long-term client relationships, and helping clients achieve their financial goals through sound financial guidance and portfolio management.</p><p><br></p><p>The ideal candidate will possess strong relationship-building skills, a consultative approach, and a deep understanding of investment products, financial markets, and wealth management strategies.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a trusted advisor to clients by providing personalized investment and financial planning guidance.</li><li>Develop and maintain long-term client relationships through proactive communication and exceptional service.</li><li>Assess clients' financial objectives, risk tolerance, and investment preferences to create customized investment strategies.</li><li>Monitor and manage client portfolios, making recommendations based on market conditions and changing client needs.</li><li>Educate clients on investment options, retirement planning, wealth preservation, estate planning, and other financial matters.</li><li>Conduct regular portfolio reviews and provide ongoing performance updates.</li><li>Identify opportunities to grow assets under management through client referrals, networking, and business development activities.</li><li>Stay informed on market trends, economic developments, and industry regulations.</li><li>Ensure compliance with all regulatory requirements, fiduciary responsibilities, and company policies.</li><li>Collaborate with internal partners and external professionals, including accountants, attorneys, and financial planners, to provide comprehensive client solutions.</li><li>Maintain accurate client records, investment documentation, and reporting.</li></ul><p><br></p>
<p><em>The salary for this position is $85,000 to $86,000 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><strong>Responsibilities</strong></p><ul><li>Coordinate Treasury data retrieval. Retrieve and process electronic bank statements and coordinate information flow into SAP. Resolve issues related to obtaining electronic banking information. Ensure that inflows and outflows have proper G/L coding.</li><li>Payment processing. Run daily payment programs, process wires that need to be uploaded into bank websites, process Federal/State/Canadian tax payments, process ACH drawdowns, and troubleshoot any payment-related problems.</li><li>Various banking-related activities. Online banking user maintenance, signatory updates, process remote check deposits, handle auditor information requests, and maintain a list of all bank accounts.</li><li>Assist with month-end activities, such as interest accrual reports, letter of credit reporting, and distribution of various reports. Verification of interest payment calculations with third parties.</li><li>International activities. Review and initiate/approve international payments, work with the Cash Manager to place international investments, and assist with intercompany transactions.</li></ul><p><br></p>
<p>We are seeking a detail-oriented and student-focused Financial Aid Advisor contractor to join our Financial Aid team. This individual will assist students and families throughout the financial aid process, with a strong emphasis on loan processing, compliance, and customer service. The ideal candidate is knowledgeable about federal, state, and institutional aid programs and is committed to helping students achieve their educational goals.</p><p><br></p><p>Counsel students and families on financial aid options, eligibility requirements, and application processes.</p><p>Review, verify, and process financial aid documentation in accordance with federal, state, and institutional regulations.</p><p>Manage and process student loan applications, certifications, disbursements, and related documentation.</p><p>Maintain accurate student records and ensure compliance with applicable financial aid policies and procedures.</p><p>Respond to inquiries via phone, email, and in-person meetings in a professional and timely manner.</p><p>Resolve financial aid issues and provide guidance on loan repayment, budgeting, and financial literacy.</p><p>Collaborate with Admissions, Student Accounts, and Registrar teams to support student success.</p><p>Monitor financial aid files for completeness and follow up with students regarding outstanding requirements.</p><p>Assist with audits, reporting, and compliance reviews as needed.</p>
We are looking for an experienced Sr. Fund Accountant to support fund accounting activities within a dynamic asset management environment in Red Bank, New Jersey. This position plays a central role in maintaining accurate financial records, producing timely reporting, and partnering with internal and external stakeholders across the fund lifecycle. The ideal candidate brings strong technical accounting expertise, sound analytical judgment, and a proven ability to manage multiple priorities in a fast-paced setting.<br><br>Responsibilities:<br>• Lead the day-to-day and month-end accounting activities for a group of investment funds and related portfolios, ensuring complete and accurate financial data.<br>• Prepare and examine fund-level calculations, account reconciliations, journal entries, and recurring financial reports for internal and external use.<br>• Maintain adherence to applicable accounting guidance, regulatory expectations, and established control procedures across all reporting activities.<br>• Serve as a key point of contact during audits by organizing support materials and working closely with auditors, administrators, and custodial partners.<br>• Review financial results, investigate fluctuations, and provide meaningful commentary to portfolio managers and senior leadership on fund performance.<br>• Identify opportunities to streamline workflows, strengthen reporting quality, and improve the efficiency of accounting operations.<br>• Support general ledger integrity through timely month-end close tasks, balance sheet reconciliations, and cash and bank account reviews.
<p><em>The salary range for this position is $95,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Fund Accountant. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>Job Description:</p><p>• Gain a thorough understanding of the Fund Accounting Department’s function within the organization, the department’s policies, procedures and best practices, and the reporting standards expected from the department for quarterly and annual financial reporting.</p><p>• Record all assigned Fund cash activity on a daily basis.</p><p>• Maintain accrual basis general ledger accounts for numerous Funds with a concentration on new, non-stabilized Funds.</p><p>• Reconcile the Fund’s bank statements on a monthly basis investigating and resolving all reconciling items monthly.</p><p>• Completion of quarterly cash flow statements and quarterly reconciliation of inter-company accounts within the given deadlines.</p><p>• Prepare thorough work papers and financial statements consistent with the department standards for quarterly reporting and annual, year-end audit reporting within the given deadlines.</p><p>• Gain a thorough understanding of the year-end audit process and ensure that all assigned responsibilities are being effectively and efficiently executed.</p><p>• Work closely with Fund Management to gain an understanding of each Fund’s investment model and impact that Fund activity has on investor returns.</p><p>• Responsible for preparing the Fund-level supporting tax return information for the outside auditors for new and non-stabilized Funds. Reconcile the variances in internal database between projected and actual tax losses and tax credit information consistent with the department standards for year-end reporting within given deadlines.</p><p>• Gain a thorough understanding of the year-end tax process and ensure that all assigned responsibilities are being effectively and efficiently executed.</p><p>• Maintain accurate, thorough, and up-to-date files including project promissory notes, cash flow distribution support, equity adjuster letters, etc.</p><p>• Provide Fund Management with quarterly updated Fund activity for input into the Funds sources and uses model; verify predetermined fields in the Fund model for accuracy.</p><p>• Assist the Fund Accounting Managers in training, mentoring and motivating Staff Accountants.</p>
<p>We are looking for a Contract Analyst - Rebates/Fees to support rebate and fee administration for customers, sales partners, and internal teams. This is a Contract position that plays an important role in preparing payment-related documentation, coordinating with cross-functional stakeholders, and helping maintain accurate, compliant processes. The ideal candidate is organized, responsive, and comfortable managing multiple requests while ensuring a high standard of quality in daily work.</p><p><br></p><p>Responsibilities:</p><p>• Partner with rebate, pricing, contracting, and business support teams to keep payment activities aligned, accurate, and on schedule.</p><p>• Communicate with sales representatives and customers to gather, clarify, and resolve questions related to rebate payment documentation.</p><p>• Create and finalize customer-facing rebate payment materials and submit weekly payment requests in accordance with established procedures.</p><p>• Use contract management tools and documented work instructions to process rebate payments accurately and within required timelines.</p><p>• Handle rebate-related inquiries and ad hoc information requests from internal stakeholders and external customers in a timely, thorough manner.</p><p>• Oversee payment transactions from initial review through completion, including coordination of check, ACH, and credit memo processing.</p><p>• Verify payment details, recipient information, and supporting records to confirm accuracy, completeness, and compliance before release.</p><p>• Contribute to quality-focused operations by following applicable standards and incorporating compliance requirements into everyday tasks.</p>
We are looking for an IT Analyst/Developer to support and advance enterprise platform initiatives for an automotive organization in Marysville, Ohio. This Long-term Contract position focuses on leading enhancements within the Dassault Systèmes 3DEXPERIENCE environment, partnering with business teams, technical resources, and external vendors to deliver dependable solutions. The role is primarily onsite four days per week and is well suited for someone who combines strong technical understanding with disciplined project coordination.<br><br>Responsibilities:<br>• Drive enhancement initiatives within the Dassault Systèmes 3DEXPERIENCE platform by organizing scope, schedules, and cross-functional execution activities.<br>• Collaborate with business stakeholders to define needs, translate objectives into clear requirements, and align delivery plans with operational priorities.<br>• Oversee project progress across multiple platform environments, ensuring development, validation, and release activities remain on track.<br>• Coordinate testing efforts, monitor defects, and guide issue remediation to support stable and timely deployments.<br>• Provide consistent communication to stakeholders through project updates, status reporting, and risk escalation when needed.<br>• Partner with internal technical teams and third-party vendors to implement new capabilities that satisfy agreed business outcomes.<br>• Manage deployment readiness by tracking dependencies, confirming deliverables, and supporting smooth production rollout activities.<br>• Facilitate resolution of project obstacles by identifying risks early and driving action plans with the appropriate teams.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a Trademark Docketing Analyst to support a busy intellectual property practice in Pennsylvania. This contract position focuses on maintaining accurate trademark and patent-related docket records, coordinating critical filing deadlines, and helping legal teams stay organized throughout prosecution activities. The ideal candidate brings strong knowledge of intellectual property procedures, a careful eye for detail, and the ability to manage multiple deadlines in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update docket records for trademark matters to ensure all deadlines, filings, and status changes are tracked accurately.</p><p>• Monitor upcoming due dates and communicate key deadlines to attorneys and internal stakeholders in a timely manner.</p><p>• Prepare, review, and process USPTO filing information and related documentation in support of prosecution activities.</p><p>• Support intellectual property workflows by organizing case data, confirming receipt of official correspondence, and recording important actions.</p><p>• Research file histories and verify docket entries to help maintain complete and reliable matter records.</p><p>• Coordinate with legal professionals and support staff to resolve discrepancies, clarify deadlines, and keep matters progressing on schedule.</p><p>• Assist with docket-related reporting and help improve consistency across intellectual property case management processes.</p>
<p>Based in <strong>Mercer County, NJ</strong>, this position has regional responsibility for supporting the financial requirements of Operations across multiple manufacturing locations. Our client is focused on strengthening operational performance, cost transparency, and disciplined investment across its manufacturing network in North America. Accurate costing, timely reporting, inventory management, and effective financial controls are essential to supporting better decisions and long-term operational success. This role offers the opportunity to. Reporting to the <strong>Regional Head of Finance</strong>, the Manufacturing Finance and Accounting Manager will:</p><ul><li>Lead and develop site accounting personnel.</li><li>Partner closely with Site Directors and operational leadership teams.</li><li>Collaborate with Production, Engineering, FP&A, auditors, and finance colleagues.</li><li>Support operational and capital investment decision-making across the manufacturing network.</li><li>Serve as a trusted finance partner to Site Directors and operational leadership teams.</li><li>Provide financial insight, independent challenge, and decision support.</li><li>Lead plant performance reviews to identify risks, opportunities, root causes, and improvement actions.</li><li>Translate complex accounting, costing, and operational data into practical business recommendations.</li><li>Promote financial accountability and business understanding throughout Operations while maintaining strong control standards.</li></ul><p><strong>Manufacturing Performance, Inventory, Costing & Profitability</strong></p><ul><li>Develop and continuously enhance plant performance scorecards and operational KPIs.</li><li>Maintain accurate product costing, including bills of material, standard costs, and overhead allocations.</li><li>Partner with Production and site leadership to ensure costing assumptions and operational data remain accurate and current.</li><li>Analyze operational performance drivers and recommend actions to improve efficiency, productivity, and profitability.</li><li>Lead inventory governance activities, including physical inventories, disposal processes, audit support, and reporting.</li><li>Improve visibility into inventory performance, stock movements, and working capital drivers.</li><li>Maintain strong accounting controls, documentation standards, and compliance across manufacturing finance processes.</li><li>Identify control gaps and financial risks and ensure timely corrective actions.</li><li>Partner with Project Engineering and Operations teams to develop and evaluate capital investment business cases.</li><li>Ensure capital projects align with business objectives, sustainability requirements, budgets, and timelines.</li><li>Assess cost-saving opportunities and support operational prioritization decisions.</li></ul><p><strong>Planning, Forecasting & Reporting, and People Leadership</strong></p><ul><li>Lead the annual operating budget and forecasting processes in partnership with Operations and FP&A.</li><li>Drive process improvements and support complex cross-functional initiatives.</li><li>Lead, coach, and develop site accountants across multiple manufacturing locations.</li><li>Enhance scorecards, reporting tools, and management visibility into key business metrics.</li></ul>
<p>We are seeking a detail-oriented and analytical Budget Analyst to join our team. This position will play an important role in supporting the organization's financial planning, budgeting, forecasting, and reporting processes. Working closely with leadership and various departments, the Budget Analyst will provide meaningful financial insight, monitor performance against established budgets, and help identify opportunities to improve financial performance.</p><p><br></p><p>In addition to budgeting and financial analysis, this position will have a limited hands-on accounting component, assisting with select accounting activities and supporting the accuracy and integrity of financial information. This is an excellent opportunity for someone who enjoys working with financial data, understands accounting fundamentals, and wants to contribute to both the analytical and operational aspects of a finance function.</p><p><br></p><p><strong>Budgeting & Financial Analysis</strong></p><ul><li>Assist with the development, preparation, and maintenance of annual operating budgets.</li><li>Monitor actual financial performance against budget and identify variances, trends, and areas requiring further analysis.</li><li>Prepare budget-to-actual reporting and provide explanations for significant variances.</li><li>Support monthly, quarterly, and annual forecasting processes.</li><li>Analyze financial data to identify spending trends, potential cost savings, and opportunities for improved financial performance.</li><li>Develop and maintain financial reports, spreadsheets, and analysis for management review.</li><li>Work with department leaders to gather financial information, evaluate budget needs, and monitor spending.</li><li>Assist with financial modeling, projections, and special projects as needed.</li></ul><p><strong>Accounting & Financial Operations</strong></p><ul><li>Assist with select general accounting activities, including journal entries, account reconciliations, and general ledger maintenance.</li><li>Support month-end and year-end closing activities.</li><li>Assist with reviewing financial transactions and ensuring accurate coding and reporting.</li><li>Research and resolve discrepancies within financial records.</li><li>Provide additional accounting support as needed to maintain accurate and timely financial information.</li></ul><p>For immediate consideration call Jimmy Tunney at 517-657-8054.</p>
We are looking for a Budget Analyst to support financial planning and budget oversight for a long-term contract opportunity based in Downey, California. This role focuses on developing, reviewing, and monitoring operating budgets while helping ensure spending plans align with organizational goals. The ideal candidate brings strong analytical skills, sound judgment, and experience working through structured budget processes in a detail-focused environment.<br><br>Responsibilities:<br>• Develop and maintain budget plans by analyzing financial data, forecasting needs, and preparing detailed funding recommendations.<br>• Review department submissions for accuracy, completeness, and alignment with approved financial guidelines and operating objectives.<br>• Track budget performance throughout the fiscal cycle and identify variances, trends, and areas that require corrective action.<br>• Support the preparation and coordination of the annual operating budget, including consolidation of figures and presentation-ready reporting.<br>• Evaluate proposed expenditures and provide informed recommendations to help confirm budget availability and compliance with established approvals.<br>• Prepare clear financial summaries, budget reports, and supporting documentation for leadership review and decision-making.<br>• Collaborate with stakeholders to clarify assumptions, resolve discrepancies, and improve the effectiveness of budget management activities.
We are looking for a detail-oriented Budget Analyst to support financial planning and budget oversight for a non-profit organization in Casselberry, Florida. This Long-term Contract position focuses on developing budget reports, tracking operating and capital spending, and helping leadership make informed financial decisions throughout the fiscal year. The role works closely with finance and management teams to strengthen budget accuracy, maintain compliance, and support both annual and long-range planning.<br><br>Responsibilities:<br>• Manage day-to-day budget administration activities and provide analytical support for organization-wide financial planning.<br>• Compile and maintain the annual operating budget document, partnering with finance leadership to ensure accuracy and completeness.<br>• Track revenue and expenditure performance during the fiscal year and highlight variances against approved budget targets.<br>• Prepare budget revisions, funding reallocations, and related journal or appropriation adjustments as directed by leadership.<br>• Support capital program budgeting by reviewing project costs, confirming available funding, and reporting on budget adherence.<br>• Produce monthly and quarterly financial summaries, including comparisons of actual results to budget, for leadership review.<br>• Assist with budget workshops, hearings, and presentations by developing clear reporting materials and presentation content.<br>• Contribute to audit preparation, grant-related schedules, year-end analyses, and other accounting or budgeting projects as needed.<br>• Coordinate compliance-related budget filings, documentation, and reporting requirements within established deadlines.
<p><strong>🌟 Budget & Accounting Analyst | Prestigious Organization | NYC</strong></p><p>We're partnering with a highly prestigious and well-established organization to hire a Budget & Accounting Analyst to support the Finance Manager and retail branch operations across the New York City area.</p><p> </p><p>This is an outstanding opportunity for an early-career accounting or finance professional looking to gain hands-on experience across budgeting, accounting, financial analysis, and client service while working within a highly respected organization.</p><p> </p><p>They are in the office 5x days a week in NYC.</p><p> </p><p>As always, these are permanent, full time, fully benefited salaried positions (these are NOT temp, or temp to perm).</p><p> </p><p>Compensation is based on experience:</p><p>The range is between $65 - $80k base</p><p> </p><p><strong>What You'll Do:</strong></p><p>✅ Support budgeting, forecasting, and financial planning activities for multiple retail branch locations</p><p>✅ Assist with general ledger accounting, account reconciliations, and month-end close processes</p><p>✅ Process and monitor AP/AR transactions</p><p>✅ Perform variance analysis and provide insights into branch financial performance</p><p>✅ Partner with branch leadership and key stakeholders across the business</p><p>✅ Serve as a client-facing resource, interacting with both internal and external partners</p><p>✅ Gain exposure to the broader Corporate Finance and Accounting team in NYC, providing visibility into larger-scale financial operations and career growth opportunities</p><p> </p><p><strong>What We're Looking For:</strong></p><p>✔ 1+ years of accounting, finance, bookkeeping, or related experience</p><p>✔ Associate's or Bachelor's degree in Accounting, Finance, Economics, or a related field</p><p>✔ Strong communication and relationship-building skills</p><p>✔ Analytical mindset with excellent attention to detail</p><p>✔ Ability to work effectively with both internal and external clients</p><p>✔ Proficiency in Excel; experience with accounting or ERP systems is a plus</p><p> </p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial.</p><p>He or she must be able to effectively collaborate with individuals both inside and outside the company.</p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>
<p>We are looking for a Budget Analyst to support financial planning and help guide sound budget decisions. This role partners with departments and leadership to develop the annual budget, evaluate financial performance, and translate data into practical recommendations. The ideal candidate brings strong analytical ability, comfort with complex financial information, and a collaborative approach to improving planning, reporting, and organizational performance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budget cycle by organizing timelines, gathering departmental submissions, issuing preparation guidance, validating budget data, and supporting development of the final budget document.</p><p>• Evaluate operating and capital funding requests to confirm alignment with financial policies, strategic priorities, and overall fiscal objectives, while documenting recommended revisions throughout the review process.</p><p>• Track revenues, expenditures, and fund activity to identify variances, recommend corrective action, and coordinate with accounting staff to maintain accurate financial oversight.</p><p>• Support strategic planning and performance management efforts by working with departments and executive leadership to establish meaningful measures, review progress, and encourage continuous improvement.</p><p>• Prepare long-range financial analyses and revenue and expenditure forecasts, including development of a multi-year financial plan that highlights emerging trends and future fiscal challenges.</p><p>• Design and manage surveys, benchmarking projects, and other analytical studies by collecting data, performing statistical review, and presenting findings and recommendations to city leadership and stakeholders.</p><p>• Advise departments on budget policy, capital planning, infrastructure replacement planning, operational analysis, workflow improvement, and related policy development matters.</p><p>• Contribute to fee and rate studies by assessing existing structures, modeling equitable pricing approaches, and assisting departments with updates to charges as needed.</p><p>• Create and deliver presentations, reports, and briefing materials on fiscal issues, budget proposals, strategic outcomes, legislative impacts, and special initiatives for leadership, committees, and community groups.</p><p>• Maintain detailed financial databases and spreadsheets, support process improvement initiatives, review agenda items involving fiscal matters, and provide staff support to committees, teams, and advisory groups.</p>
<p>The Business Intelligence (BI) Analyst translates business needs into actionable insights through reliable reports and dashboards. Working closely with Finance, Operations, Customer Service, and Manufacturing teams, this individual will gather reporting requirements, develop and maintain Power BI dashboards, and support data modeling efforts for a future centralized data warehouse.</p><p> </p><p>This entry-level opportunity offers structured mentorship, hands-on experience, and opportunities to grow into data engineering, advanced analytics, or broader IT application responsibilities.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong> </strong></p><p><strong>Requirements Gathering & Business Collaboration</strong></p><ul><li>Partner with business users to understand reporting needs, business objectives, and key performance metrics.</li><li>Document requirements, data sources, metric definitions, and acceptance criteria using standardized templates.</li><li>Maintain a backlog of reporting requests and collaborate with IT leadership on prioritization.</li><li>Train end users on dashboards, gather feedback, and recommend improvements.</li></ul><p><strong>Reporting & Dashboard Development</strong></p><ul><li>Develop, publish, and maintain Power BI reports and interactive dashboards.</li><li>Automate manual Excel-based reporting processes to improve efficiency and accuracy.</li><li>Validate report data against source systems, including Monarch ERP and Smartsheet, before publishing.</li><li>Manage Power BI workspaces, user access, and scheduled data refreshes.</li></ul><p><strong>Data Warehouse & Data Quality Support</strong></p><ul><li>Inventory and document data sources, tables, and fields used across reporting solutions.</li><li>Maintain a business glossary and data dictionary with standardized definitions and metrics.</li><li>Identify data quality issues, inconsistencies, and conflicting metric definitions across departments.</li><li>Document business requirements and source-to-report mappings to support the development of a centralized data warehouse.</li></ul>
<p><em>The salary range for this position is $100,000 - $120,000 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><strong>Job Description:</strong></p><ul><li>5 plus years of experience in a Corporate Income Tax department and or public accounting firm, with the majority of the focus on corporate income tax/direct tax with a multinational company.</li><li>Must have international tax experience</li><li>A candidate must have the ability to interpret domestic and international tax concepts as well as a working knowledge of ASC 740, accounting for income taxes</li><li>A candidate must have the ability to analyze data and calculate the impact of legislative changes and tax planning opportunities as applied to the company.</li><li>A candidate must have working knowledge of the U.S. tax legislation and accounting principles, including the Tax Cuts and Jobs Act (TCJA) and familiarity with GILTI, BEAT, FDII and FTC computations.</li><li>A candidate must be comfortable with tax technology, the ability to navigate, and hands on use of our accounting tools including OneSource Tax Provision Software, OneSource Income Tax Return Software, PeopleSoft, CCH, and BNA.</li><li>A candidate must have working knowledge of debits and credits and the ability to extract relevant data from a general ledger software package via queries and other methods.</li><li>A candidate must have the ability to create and comprehend advanced features within Excel models including pivot tables, V-look up, H-look up, If statements, Sum If formulas, Index Match, and other automation functionality.</li><li>Bachelor’s degree in Accounting is a must.</li><li>Certified Public Accountant is a must.</li><li>MST or LLM is preferred.</li></ul><p> </p>
We are looking for a Treasury Analyst/Assistant Treasurer to support treasury operations and funding activities in Melville, New York. This position plays a key role in overseeing structured entity transactions, maintaining accurate cash and position reporting, and helping ensure timely execution of financial obligations. The ideal candidate brings strong corporate treasury knowledge, analytical ability, and a disciplined approach to managing funding flows, reconciliations, and reporting.<br><br>Responsibilities:<br>• Oversee daily treasury activity for special purpose entities, including short-term funding instruments, foreign exchange transactions, interest rate hedging activity, investments, and related cash settlements.<br>• Execute fund movements in alignment with established program priorities and distribution structures to support ongoing liquidity needs.<br>• Partner with accounting teams to facilitate accurate recording of daily ledger activity and support month-end analysis of profit and loss results and position changes.<br>• Review asset and liability balances regularly, investigate variances, and complete reconciliations to confirm accuracy across treasury positions.<br>• Prepare and circulate reporting that highlights performance trends, funding activity, exposures, and other key analytical insights for stakeholders.<br>• Collaborate with leadership to identify opportunities to streamline treasury workflows and strengthen operating procedures.<br>• Work closely with internal teams and external sponsor contacts to help shape and manage effective funding strategies.<br>• Process interest payments, fee settlements, and vendor invoice disbursements with a high level of accuracy and timeliness.