106 results for Financial Services jobs

Financial Services Admin

Columbus, OH
onsite
Temporary
20 - 24 USD / Hourly
The HFA New Accounts Specialist plays a vital role in ensuring the accurate and efficient execution of the firm’s account opening and maintenance processes. This position works within a defined workflow to review submitted documentation, identify deficiencies, and provide timely, clear feedback to investment representatives. As the first point of contact for the field regarding account updates, the specialist is expected to deliver exceptional service and maintain a high standard of quality in every review. Key Responsibilities:<ul><li>Review new account applications and maintenance requests for accuracy, completeness, and compliance with firm and regulatory requirements.</li><li>Communicate directly with investment representatives to provide timely feedback and request any missing or corrected information.</li><li>Ensure all submissions meet internal standards before processing.</li><li>Maintain thorough knowledge of account types, required documentation, and relevant policies.</li><li>Accurately document review outcomes and track workflow progress within designated systems.</li><li>Collaborate with internal teams to identify process improvements and enhance the client and representative experience.</li><li>Respond promptly to inquiries from investment representatives and provide guidance on proper submission procedures.</li><li>Uphold high-quality control standards to support operational excellence.</li></ul>
2026-03-20T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-04-03T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent
70000 - 90000 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-03-05T00:00:00Z

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments. This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.
2026-03-06T00:00:00Z

Financial Services Representative - Charlotte, NC

Charlotte, NC
onsite
Temporary
20.25 - 20.25 USD / Hourly
We are looking for a dedicated Financial Services Representative to join our team in Charlotte, North Carolina. This is a contract position requiring onsite work five days a week. The role includes opportunities for skill development through a company-sponsored training program, enabling candidates to earn Series 7 and Series 63 licenses. Responsibilities: • Participate actively in a structured online preparation program for Series 7 and Series 63 licensing exams, ensuring adherence to study schedules and comprehension of course material. • Learn and apply company systems and procedures to educate clients and advisors on available services, enabling efficient self-service and resolving usability issues. • Utilize available resources effectively to make informed decisions, ensure timely completion of tasks, and escalate concerns when necessary to improve customer satisfaction. • Incorporate feedback from peers, coaches, and leaders to enhance processes, meet efficiency targets, and improve caller experiences. • Address customer inquiries using various systems, providing accurate information and collaborating with internal partners to resolve outstanding issues. • Process routine service requests and transactions accurately while maintaining a clear sense of accountability and ownership. • Provide guidance on company policies, troubleshooting issues, and delivering solutions to improve client and advisor interactions. • Collaborate with business partners to address customer needs, resolve issues, and enhance service delivery. • Support skill development goals, including the attainment of Series 7 and Series 63 licenses, through disciplined study and training efforts. • Maintain consistent communication with customers and stakeholders to ensure alignment and satisfaction.
2026-03-23T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent
68000 - 75000 USD / Yearly
We are looking for a skilled Business Analyst to join our team in Carpinteria, California. This role primarily supports operational desks, adapts to varying workloads, and collaborates on Level 2 projects and processes. The ideal candidate will act as a liaison between operations stakeholders and IT, ensuring seamless system functionality while driving operational excellence. Responsibilities: • Provide additional support to operational desks based on workload and departmental needs. • Manage Level 2 projects and processes, including quarterly quality checks, audits, and ad-hoc initiatives. • Serve as a liaison between operations stakeholders and IT for system specifications, work plan coordination, and issue tracking. • Analyze operational and system trends, identify problematic areas, and recommend actionable solutions to management. • Process service requests and research requests within the department effectively. • Collaborate with department managers to evaluate processes, identify inefficiencies, and propose enhancements. • Report trends and insights to help inform training needs and process improvements. • Coordinate testing and implementation for new systems while monitoring performance of existing systems. • Ensure compliance with business continuity plans by being prepared to perform essential functions remotely during critical events.
2026-03-24T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-03-06T00:00:00Z

Financial Advisor

Albany, NY
onsite
Permanent
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-03-30T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-03-25T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent
65000 - 70000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-03-25T00:00:00Z

Financial Advisor

Minneapolis, MN
onsite
Permanent
80000 - 100000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry. Responsibilities:• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.• Analyze market trends and client portfolios to create effective investment strategies.• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.• Utilize financial planning software to optimize client portfolio management and reporting.
2026-03-27T00:00:00Z

Finance Lead

Chicago, IL
onsite
Permanent
185000 - 190000 USD / Yearly
The salary range for this position is up to $190,000 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]. You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Position Responsibilities<ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
2026-03-10T00:00:00Z

Finance Lead

Olympia, WA
onsite
Permanent
60000 - 65000 USD / Yearly
A local nonprofit organization is seeking a finance professional to serve as the organization’s finance lead. This individual‑contributor position partners with senior leadership, supports development staff with clear financial reporting, maintains financial controls and procedures, and ensures overall fiscal health. DUTIES & RESPONSIBILITIES: <ul><li>Lead financial strategy, annual budgeting, and forecasting with senior leadership; monitor organizational performance and provide insights for informed decision‑making.</li><li>Oversee day‑to‑day financial operations, including accounting, cash management, reconciliations, payroll, AP/AR, and management of restricted funds, while ensuring adherence to internal controls and policies.</li><li>Manage the full financial reporting cycle, including monthly closes, dashboard creation, maintenance of financial schedules, audit preparation, and coordination of the annual Form 990.</li><li>Ensure organizational compliance with grant requirements, donor intent, cost allocations, tax filings, reserve policies, and obligations related to loans and property taxes.</li><li>Maintain and continually improve financial procedures, documentation, and systems to support operational efficiency and organizational effectiveness.</li><li>Translate financial data into clear, concise materials tailored for senior leadership, board members, and committees to support understanding and decision‑making.</li><li>Execute grant‑related financial tasks such as billing, invoicing, and financial tracking in coordination with program staff who manage applications and programmatic requirements.</li></ul>Hybrid role based in Olympia, WA (primarily remote, but requires in-office work).Pay Range: $60,000–$65,000 (Full‑time, Non‑Exempt)Benefits Summary:<ul><li>100% employer‑paid health, dental & vision for employees and spouse</li><li>Employer retirement contributions</li><li>Hybrid schedule with flexible hours</li><li>11 paid holidays, accrued sick leave, and 2–6 weeks of PTO based on tenure</li></ul>
2026-04-01T00:00:00Z

Finance Manager (Fiscal Services)

Bakersfield, CA
onsite
Permanent
105000 - 130000 USD / Yearly
Tammy Power, Recruiting Manager with Robert Half is partnering with a local agency to fill a key role in their finance department. The Finance Manager — driving operational efficiency, financial accuracy, and policy alignment across a major division. The ideal leader thrives in analytics, process improvement, and managing people with high expectations. For immediate and confidential consideration contact Tammy Power via LinkedIn Responsibilities:• Oversee financial operations, including budgeting, forecasting, and monthly reporting, ensuring alignment with organizational objectives.• Monitor and analyze revenue and expenditures to maintain adherence to approved budgets.• Manage capital projects, grant allocations, contracts, and compliance with regulatory requirements.• Lead and mentor a team of financial and administrative professionals to achieve high performance.• Develop and implement policies, procedures, and operational standards that enhance department outcomes.• Collaborate with senior leadership to align financial strategies with organizational goals.• Ensure accurate and timely financial reporting to support decision-making and transparency.• Identify opportunities for process improvement and implement solutions to optimize fiscal operations.• Maintain strict confidentiality and compliance standards while managing sensitive financial information.
2026-03-30T00:00:00Z

Finance Assistant

Park La Brea, CA
onsite
Contract / Temporary to Hire
23 - 25 USD / Hourly
We are looking for a detail-oriented Finance Assistant for a long-term contract role. This position offers an opportunity to work closely with customers, stakeholders and internal departments to ensure accurate administration of personal finance details. The ideal candidate will demonstrate strong organizational skills, a detail-oriented approach, and a solid understanding of basic math and economics. Responsibilities:• Conduct meetings with customers to review financial data.• Set up and verify electronic funds transfers for monthly benefit payments.• Analyze annual reports to determine investment portfolio.• Collaborate with departments to coordinate deductions for medical premiums and other adjustments impacting benefits.• Investigate and resolve issues related to lost checks and rejected fund transfers.• Organize documentation for scanning and maintain accurate recordkeeping.• Review and reconcile 1099-R reports to ensure compliance and accuracy.
2026-03-24T00:00:00Z

Financial Manager

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a Financial Manager to join our team in Dallas, Texas. This role is crucial in providing financial analysis and management reporting while supporting the Regional Financial Controller in all finance-related matters. The ideal candidate will play a key role in ensuring the accuracy and efficiency of financial processes, reporting, and audits. Responsibilities: • Collect and organize financial data from operating companies and special purpose vehicles to ensure accuracy. • Collaborate with shared services teams to maintain precise and timely financial reporting. • Support the monthly financial close process, ensuring all tasks are completed efficiently. • Prepare and analyze financial reports, addressing discrepancies and delivering actionable insights. • Contribute to the preparation of financial statements, ensuring compliance with standards. • Assist in the annual audit process, coordinating efforts to complete audits within established deadlines. • Conduct variance analysis, evaluate past performance, identify trends, and recommend improvements. • Aid in the management and reporting of debt, ensuring transparency and accuracy. • Drive process improvements by developing standardized and ad-hoc financial reports. • Perform monthly balance sheet reconciliations and provide commentary on profit and loss statements.
2026-03-13T00:00:00Z

Financial Manager

McLean, VA
onsite
Permanent
130000 - 140000 USD / Yearly
Financial Manager – Construction & Infrastructure ProjectsAre you a skilled financial professional with experience in budgeting, cost analysis, procurement planning, supervisory tasks, and working in the construction or similar industry? This is an exciting opportunity for you to make an impact by supporting critical infrastructure and large multi-year programs. As part of the Finance Management team, you will work closely with project management teams on budgeting, forecasting, cost analysis, billing, and procurement strategies to ensure projects are delivered efficiently, remain cash-positive, and stay compliant with contract expectations. This position also offers the opportunity to conduct high-level interactions with project teams, customers, and executives to deliver accurate financial data and insights that drive key business decisions.ResponsibilitiesProject Cost Control<ul><li>Collaborate with project teams to prepare accurate budgets and forecast manpower needs for multi-year programs</li><li>Perform weekly budget vs. actual analysis, identify variances, and address with project managers</li><li>Establish and maintain cash flow forecasts, ensuring that the project remains cash-positive</li><li>Ensure monthly complex billing submissions are accurate and timely</li><li>Track contract reconciliations and changes to reflect accurate financial data</li><li>Conduct efficient Key Project Reviews (KPR) to monitor project financials and performance</li><li>Support project teams with monthly financial forms and provide variance explanations</li></ul>Project Procurement Planning<ul><li>Lead procurement planning efforts by collaborating with project teams to develop detailed plans post-award, ensuring compliance and logistical requirements are met</li><li>Ensure procurement is completed according to plan before 20% job completion and perform monthly analysis of purchased vs. planned budgets</li></ul>Award Management<ul><li>Enter orders into the CMS system promptly</li><li>Create work orders in the system for scheduling service operations</li><li>Generate and submit monthly billing for assigned projects in alignment with invoicing terms and conditions</li><li>Resolve billing concerns to ensure invoices are paid on time</li><li>Post invoices in both the customer’s system and the company’s accounting system</li><li>Prepare data for monthly reports and participate in weekly project meetings</li><li>Monitor contract compliance and ensure customer reporting aligns with billing requirements</li></ul>Why Join Us?This role offers an opportunity to work on mission-critical infrastructure projects, providing valuable financial insights and solutions that influence project success on a large scale. It is ideal for someone seeking growth with hands-on involvement across budgeting, procurement, billing, and financial analysis in a collaborative environment where innovation and excellence are key values. This is a newly created position due to growth with tremendous opportunity to continue to advance your career while working in a collaborative fast-paced environment in a highly visible role
2026-03-16T00:00:00Z

Financial Associate

Irvine, CA
onsite
Permanent
56000 - 70000 USD / Yearly
We are looking for a dedicated Financial Associate to join our team in Irvine, California. This role is ideal for professionals with a background in accounting or finance who are eager to advance their career in public finance. The position focuses on managing processes to ensure data accuracy and supporting the company's business objectives, with opportunities to expand responsibilities as you gain experience. Responsibilities: • Collect, organize, and consolidate data to create detailed reports for project reviews. • Ensure the accuracy and consistency of data across projects, delivering precise public-facing documents and program outputs. • Analyze data and generate reports, audits, and additional analyses as requested. • Collaborate with cross-functional teams to meet business goals and project deadlines. • Maintain project timelines and milestones using established tools and templates. • Develop and document best practices to enhance program processes. • Identify potential improvements to systems or workflows and recommend enhancements. • Address data issues alongside project managers and system administrators to resolve discrepancies. • Participate in special projects and assist other teams as needed.
2026-03-16T00:00:00Z

Insurance Services Representative

Shrewsbury, MA
onsite
Permanent
40000 - 60000 USD / Yearly
A Banking client of ours who has an Insurance Agency in its portfolio is seeking an experienced Insurance Service Representative to support and grow our Property & Casualty insurance business. This role focuses on servicing existing clients, quoting new business, handling endorsements and renewals, and delivering exceptional member experiences. What You’ll Do<ul><li>Quote, bind, and service P&C insurance policies</li><li>Manage endorsements, renewals, billing, and registry transactions</li><li>Handle inbound calls, emails, and in-person member requests</li><li>Identify cross-sell and upsell opportunities</li><li>Partner with senior team members on remarkets and complex accounts</li><li>Meet service and turnaround standards (24–48 hours)</li></ul>
2026-03-18T00:00:00Z

Registered Client Services

Miami, FL
onsite
Permanent
90000 - 105000 USD / Yearly
We are looking for a dedicated Registered Client Services candidate to join our my clients team in Miami, Florida. In these roles, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions. Responsibilities:• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.• Process money movements, including credit card transfers and account transactions, with precision.• Facilitate the setup and management of new client accounts while adhering to compliance standards.• Handle password resets and maintain secure access for client accounts.• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.• Act as a liaison between clients and legal or financial teams, ensuring effective communication.• Provide support for estate and trust-related matters, offering tailored solutions.• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.• Collaborate with internal teams to enhance service delivery and operational efficiency.*Ensure compliance and manage W-8 forms processes*Expense and Regulatory coordination*Oversee and track trade blotter and ensure proper archiving If you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom
2026-03-20T00:00:00Z

Finance Manager

Quincy, MA
onsite
Temporary
35.625 - 41.25 USD / Hourly
We are looking for a skilled Legal Billing Finance Manager to oversee and lead a billing team in Quincy, Massachusetts. This is a contract role where you will manage a group of four professionals, ensuring accurate and efficient billing processes for insurance clients. If you have a strong background in billing systems and electronic invoicing, this position offers an excellent opportunity to showcase your expertise. Responsibilities:• Supervise and guide a billing team of four professionals, ensuring smooth daily operations.• Oversee billing processes for insurance clients, maintaining accuracy and compliance.• Utilize and manage billing software to streamline invoicing and reporting functions.• Ensure all electronic billing activities align with client and organizational requirements.• Collaborate with internal teams to resolve billing discrepancies in a timely manner.• Monitor billing system performance and recommend improvements as needed.• Generate financial reports and provide insights to support decision-making.• Maintain strong client relationships by addressing billing concerns promptly and professionally.• Train and mentor team members to enhance their skills and productivity.
2026-04-03T00:00:00Z

Finance Manager

Bridgewater, NJ
onsite
Permanent
140000 - 170000 USD / Yearly
140,000 - 170,000 benefits:<ul><li>paid time off</li><li>401k</li><li>hybrid</li></ul>Responsibilities:<ul><li>Lead financial planning, budgeting, and forecasting activities for assigned business units.</li><li>Manage and analyze GTN components, accruals, reserves, and deductions.</li><li>Provide financial insights to support pricing, contracting, and commercial strategy.</li><li>Partner with cross‑functional teams (Sales, Accounting, FP&A, Market Access) to support revenue and GTN forecasting.</li><li>Prepare monthly reporting packages, variance analysis, and performance dashboards.</li><li>Support audits, compliance, and internal controls related to GTN and revenue processes.</li><li>Drive continuous improvement in financial processes, modeling, and reporting.</li></ul>
2026-03-09T00:00:00Z

Finance Manager

Ruther Glen, VA
onsite
Permanent
85000 - 115000 USD / Yearly
We are looking for a skilled Finance Manager to oversee financial operations and project cost control for a multi-year construction initiative. This role requires a proactive individual who can manage budgets, forecasts, and procurement plans while ensuring compliance and accuracy. The ideal candidate will excel in financial analysis, reporting, and maintaining project controls in collaboration with the project management team. Responsibilities: • Collaborate with project management to develop detailed budgets and manpower forecasts for long-term construction projects. • Analyze and control indirect costs by conducting weekly budget-to-actual reviews, identifying variances, and implementing corrective measures. • Create and maintain accurate cash flow forecasts to ensure positive cash management throughout the project's duration. • Ensure timely and precise submission of complex multi-million cost-plus billings on a monthly basis. • Lead procurement planning efforts, working with the project team to establish detailed plans that include compliance and logistics. • Monitor procurement progress against the plan, providing justification for adjustments and ensuring procurement is completed before 20% project completion. • Support the establishment and maintenance of a Work Breakdown Structure to organize project responsibilities effectively. • Assist with monthly financial reporting by preparing cost analyses and addressing variances with the project team. • Provide explanations and justifications for financial variances, including gains and fades, during management reviews. • Ensure all financial documentation and processes are maintained accurately throughout the project lifecycle.
2026-03-17T00:00:00Z

Finance Manager

Vacaville, CA
onsite
Permanent
140000 - 170000 USD / Yearly
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
2026-03-23T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent
150000 - 175000 USD / Yearly
We are looking for a skilled Decision Support Finance Manager to join our healthcare team in Emeryville, California. This role requires a proactive and analytical individual who can oversee financial planning and analysis to support organizational goals. You will play a key role in managing budgets, analyzing variances, and delivering actionable insights to drive financial efficiency. Responsibilities:<ul><li>Lead annual budgeting and monthly variance analysis, identifying trends and areas to bring departments back in line with targets</li><li>Analyze financial, operational, capital, and strategic planning data and present actionable insights</li><li>Monitor position control and labor metrics; partner with cost centers to manage staffing within benchmarks</li><li>Collaborate with departments to drive efficiencies and implement system, process, and performance improvements</li><li>Act as a strategic financial partner, building strong, trusted relationships across the organization</li><li>Produce and maintain profitability, volume, service, and ad‑hoc financial reports</li><li>Use benchmarking and trend analysis to identify performance improvement opportunities</li><li>Oversee decision support systems, ensuring data accuracy, audits, and documentation</li><li>Support capitation rate development, forecasting utilization, risk, and expenditures</li><li>Manage budgeting tools and regulatory reporting</li><li>Partner with actuaries, auditors, vendors, and internal teams to resolve data and coding issues</li></ul>
2026-03-18T00:00:00Z