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64 results for Fund Operations Specialist jobs

Fund Operations Analyst

Minneapolis, MN
onsite
Permanent / Full Time
80000 - 105000 USD / Yearly
We are looking for a Fund Operations Analyst to join an Investment Management firm in Minneapolis, Minnesota and help strengthen the operational foundation that supports investment fund activities. This position blends fund operations, governance coordination, and process management, making it ideal for someone who thrives on organization, accuracy, and cross-functional collaboration. The role will contribute to maintaining critical records, improving workflows, and supporting time-sensitive transactions in a dynamic private investment environment. Responsibilities:• Coordinate the setup, maintenance, and ongoing administration of legal entities and related organizational records across domestic and international structures.• Oversee the accuracy structural reporting, and required filings to keep governance materials current and well organized.• Monitor recurring legal and operational obligations, ensuring deadlines, deliverables, and compliance-related tasks are completed on schedule.• Administer document workflows from intake through execution and retention, while strengthening consistency in recordkeeping practices.• Develop and refine templates, procedures, and documentation standards to improve efficiency and create more scalable operational processes.• Review invoices and assist with outside counsel spend tracking, budget monitoring, and billing administration.• Help evaluate and manage legal or operational technology tools, including enhancements that improve workflow visibility, data quality, and process control.• Provide operational support for transactions, investor-related closings, regulatory submissions, and other special projects as business needs evolve.
2026-06-19T00:00:00Z

Bank Operations Specialist

Minneapolis, MN
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
We are looking for a Bank Operations Specialist to support loan transaction-related banking activities in the twin cities, Minnesota. This role focuses on accurate transaction handling, dependable operational support, and responsive service for customers using treasury and deposit-related solutions. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage multiple processes while maintaining compliance with bank policies and service standards. Responsibilities:• Process transactions with accuracy and efficiency while following established banking procedures.• Set up customer access and provide guidance on payment and deposit services, including wire activity, positive pay tools, and remote deposit solutions.• Handle exception items and operational issues for cash management services, ensuring timely resolution and proper documentation.• Provide cross-functional support for lockbox activities and non-posted items as needed to maintain daily workflow coverage.• Review and complete funding, settlement, reconciliation, and record retention tasks tied to warehouse loan files.• Examine collateral-related documents, track account balances, and prepare operational and regulatory reports required for ongoing monitoring.• Maintain complete and organized records to support audits, internal controls, and risk management expectations.• Work closely with team members and internal partners to deliver a consistent customer experience and reduce operational risk.
2026-07-02T00:00:00Z

Finance Operations Associate

Chicago, IL
onsite
Permanent / Full Time
100000 - 105000 USD / Yearly
The salary range for this position is $100,000 to $105,000 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]. Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.) Responsibilities: <ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul>
2026-07-09T00:00:00Z

Factoring Operations Specialist

West Henrietta, NY
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a detail-oriented Factoring Operations Specialist to support critical cash application and back-office financial operations for a payroll services environment in West Henrietta, New York. This Long-term Contract position focuses on ensuring accurate transaction processing, timely reconciliations, and dependable reporting that help maintain strong client service and financial integrity. The ideal candidate is comfortable working across multiple datasets, meeting strict deadlines, and partnering with internal teams to resolve processing issues efficiently. Responsibilities: • Prepare and review recurring funding activity reports, ensuring invoice purchases, receivable activity, and reserve calculations are accurately aligned. • Perform detailed reconciliations to confirm financial records are complete, traceable, and finalized within established deadlines. • Create, validate, and organize spreadsheet-based files for system uploads and related operational processing. • Enter and maintain invoice and transaction data with a high level of accuracy across platforms and supporting records. • Coordinate cash movement activities, including wire and ACH-related processing, while adhering to banking cutoffs and timing requirements. • Produce aging schedules, subsidiary reporting, and balancing support tied to payroll, invoicing, and accounting records. • Investigate exceptions and discrepancies, working closely with relationship-focused partners to resolve issues and document outcomes clearly. • Maintain audit-ready documentation, follow established procedures, and contribute ideas that improve efficiency and processing quality.
2026-07-08T00:00:00Z

Factoring Operations Specialist

Cleveland, OH
onsite
Temporary / Contract
20 - 22 USD / Hourly
📍 Highland Hills, OH (Fully Onsite)💲 $22.00/hr🕒 Monday–Friday | 8:30 AM–5:00 PM EST📅 2–3 Month Contract with Potential for ExtensionAbout the OpportunityRobert Half is seeking a detail-oriented Factoring Operations Specialist to support a busy financial operations team in Highland Hills, Ohio. This position plays a critical role in ensuring accurate processing of payroll funding, invoicing, cash application, reconciliations, and financial transactions while meeting important banking and client deadlines.This is an excellent opportunity for accounting, accounts receivable, payroll, bookkeeping, or financial operations professionals who enjoy working with numbers, solving discrepancies, and maintaining accurate financial records in a fast-paced environment.What You'll Be Doing<ul><li>Prepare and reconcile weekly funding reports, invoices purchased, accounts receivable activity, and reserve analyses</li><li>Build, validate, and maintain Excel and CSV files for data imports</li><li>Perform accurate data entry and maintain consistency across multiple systems</li><li>Execute ACH and wire transactions while adhering to banking deadlines</li><li>Generate accounts receivable aging reports and subsidiary reporting</li><li>Research and resolve discrepancies, exceptions, and account issues</li><li>Partner with Relationship Managers and internal teams to resolve outstanding items</li><li>Maintain audit-ready documentation and support compliance requirements</li><li>Identify opportunities to improve processes and increase operational efficiency</li><li>Ensure all daily, weekly, and month-end processing deadlines are met</li></ul>
2026-06-22T00:00:00Z

Factoring Operations Specialist

Cleveland, OH
onsite
Temporary / Contract
20.9 - 23 USD / Hourly
We are looking for a detail-focused Factoring Operations Specialist to support payroll-related financial operations for a Long-term Contract opportunity in Highland Hills, Ohio. In this role, you will help maintain accurate back-office processing tied to invoicing, funding activity, cash application, and reconciliations that contribute to dependable client service. The position requires strong follow-through, comfort working with financial data in Excel and related systems, and the ability to coordinate effectively with internal partners to address issues and keep daily processing on track. Responsibilities: • Prepare weekly funding documentation and complete reconciliations related to purchased invoices, receivables activity, and reserve balances with a high level of accuracy. • Create, review, and validate spreadsheet-based files for data uploads, ensuring information is complete and ready for processing across internal systems. • Enter and maintain invoice purchase data accurately so records remain consistent and financial activity is properly reflected. • Process wire and ACH transactions in alignment with banking cutoffs and internal timing requirements. • Produce aging reports, subsidiary schedules, and other financial reporting used to support balancing between payroll, invoicing, and accounting records. • Investigate exceptions and account discrepancies, working closely with relationship-focused team members and other departments to reach resolution and document outcomes. • Maintain organized, audit-ready records while following established procedures, compliance expectations, and service standards. • Monitor recurring workflows, meet daily and weekly deadlines, and recommend practical improvements that strengthen efficiency and processing quality.
2026-06-26T00:00:00Z

Financial Operations Manager

Buffalo, NY
onsite
Temporary / Contract
50 - 70 USD / Hourly
High Volume Refund & Reconciliation Project About the RoleJoin a large-scale financial operations project supporting the processing and validation of billions of dollars in customer refunds. This role is ideal for an experienced Financial Operations Manager who has managed high-volume financial transactions, complex reconciliations, and cross-functional process improvements. Responsibilities<ul><li>Manage daily financial operations supporting customer refund processing.</li><li>Review customer account balances and determine refund eligibility.</li><li>Coordinate banking validation and payment processing.</li><li>Oversee reconciliations across multiple business entities.</li><li>Identify fraudulent or duplicate transactions.</li><li>Support financial reporting and operational metrics.</li><li>Improve workflow efficiency while maintaining compliance.</li><li>Partner with internal stakeholders to resolve exceptions.</li></ul>
2026-07-09T00:00:00Z

Loan Operations Support Specialist

Midland, TX
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for a detail-oriented Loan Operations Support Specialist to join a banking team in Midland, Texas. This contract opportunity with permanent potential is ideal for someone with experience supporting loan processing activities in a fast-paced environment where priorities can shift throughout the day. In this role, you will help maintain accurate loan records, support consumer lending documentation, and contribute to the smooth flow of daily loan operations. Responsibilities: • Support consumer loan processing activities by entering and maintaining loan information in bank lending systems with a high level of accuracy • Prepare, organize, and review loan documentation to help ensure files are complete and ready for processing • Verify that required signatures, dates, and supporting details are present in loan files before submission or final review • Provide day-to-day administrative assistance to lending and loan processing teams to keep workflows moving efficiently • Monitor multiple assignments at once and adjust to changing priorities while meeting operational deadlines • Apply knowledge of lending practices and loan operations procedures to complete assigned tasks effectively • Assist with document tracking, file maintenance, and related operational updates needed to support loan processing • Communicate with internal team members to resolve missing information and help maintain accurate loan records
2026-07-08T00:00:00Z

Revenue Operations Specialist

Moorestown, NJ
onsite
Permanent / Full Time
60000 - 72000 USD / Yearly
Robert Half is looking for a detail-oriented Revenue Operations Specialist to support the quote-to-order process and help maintain accurate commercial data for our client located in South Jersey. This role combines order administration, pricing coordination, contract review, and reporting support, making it well-suited for someone who can manage complex transactions with precision. The ideal candidate brings strong experience with QuickBooks Desktop and Salesforce, along with the ability to work across teams to ensure timely customer communication and efficient operational handoffs. Responsibilities:<ul><li>Process complex customer orders from entry through confirmation while ensuring complete and accurate documentation for downstream execution.</li><li>Review revenue-related customer agreements at an initial level to identify issues, missing details, or items requiring further internal evaluation.</li><li>Create, refine, and maintain Salesforce dashboards and reports that help leaders track operational performance and support informed decision-making.</li><li>Monitor incoming requests, open quotations, and pending orders to keep response times high and customer service levels consistent, including urgent situations.</li><li>Verify pricing, shipment terms, payment arrangements, and contract conditions during quotation preparation and again before final order entry.</li><li>Issue clear and accurate order acknowledgements to customers and serve as a reliable point of communication throughout the transaction process.</li></ul>
2026-06-29T00:00:00Z

Operations Finance Manager

Lancaster, PA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an Operations Finance Manager to drive financial performance across logistics, distribution, and fulfillment activities. This role partners closely with supply chain and operations leaders to improve cost visibility, strengthen forecasting, and support profitable decision-making. The ideal candidate brings a strong command of operational finance, cost analysis, and working capital management within a manufacturing or distribution environment. This role is based in Lancaster, PA Responsibilities:<ul><li> Lead financial oversight for logistics, fulfillment, and working capital performance, providing guidance that supports sound operational decisions.</li><li> Manage the accounting and analysis of distribution spending, freight activity, and supply chain cost center results to ensure accurate reporting and timely review.</li><li> Translate operational and financial data into actionable recommendations that improve resource use and support margin performance.</li><li> Identify cost risks early, evaluate potential business impact, and recommend corrective actions to reduce unexpected financial outcomes.</li><li> Prepare monthly outlooks and quarterly forecast updates for cost of goods sold, freight, and distribution expenses.</li><li> Support annual planning activities and align financial expectations with the 18-month sales and operations planning cycle.</li><li> Produce reliable net working capital forecasts with particular attention to inventory flow, logistics costs, and fulfillment-related drivers.</li><li> Partner with cross-functional teams on logistics and fulfillment initiatives, validating financial timing, savings assumptions, and project results.</li><li> Develop and maintain costing tools, standard cost structures, and allocation methodologies for imports, third-party sourcing, and internal supply activities.</li><li> Serve as a key operations finance system resource, contributing to process improvements that enhance efficiency, inventory accuracy, and audit-ready costing practices.</li></ul>
2026-07-01T00:00:00Z

Operations Specialist

Minneapolis, MN
remote
Temporary to Hire
22 - 23 USD / Hourly
We are looking for an Operations Specialist to support learners and program users by delivering responsive assistance across technical, administrative, and service-related needs. This is ideal for someone who enjoys helping people, managing details, and working in a fast-paced support environment. In this role, you will serve as an early point of contact for inquiries, help resolve platform-related concerns, and ensure requests are handled accurately and effectively. Responsibilities:• Assist students and platform users by troubleshooting access issues, answering service questions, and guiding them toward appropriate resources.• Manage incoming requests through phone, email, and case management systems while ensuring timely follow-up and clear documentation.• Review and complete administrative tasks tied to platform operations, including exception handling and support-related processing.• Evaluate inquiries to determine next steps, escalating more complex benefit, education, or technical matters to the appropriate teams when needed.• Maintain accurate records of interactions, updates, and resolutions within CRM and support tools such as Salesforce.• Deliver attentive customer service in high-volume situations while balancing multiple priorities and maintaining attention to detail.• Support operational consistency by following established procedures, meeting compliance expectations, and adapting to updated workflows as business needs change.
2026-06-22T00:00:00Z

Operations Specialist

West Sacramento, CA
onsite
Temporary to Hire
30 - 40 USD / Hourly
About the OpportunityOur client, a well-established commercial door company in Sacramento, is seeking an experienced Warehouse Manager to lead warehouse operations. This is a hands-on leadership role responsible for overseeing daily warehouse activities, ensuring efficient material flow, and maintaining high standards of safety, quality, and productivity. The ideal candidate will have strong warehouse management experience and hands-on familiarity with operating milling equipment used in door/frame fabrication or similar manufacturing processes.Key Responsibilities<ul><li>Oversee all daily warehouse operations, including receiving, storing, picking, packing, shipping, and inventory control for doors, frames, hardware, and related materials.</li><li>Manage and lead warehouse team members, including scheduling, training, performance management, and fostering a positive, safety-first culture.</li><li>Operate and supervise the use of milling equipment (e.g., woodworking/metal milling machines for custom door and frame production) while ensuring proper maintenance and compliance with operational standards.</li><li>Maintain accurate inventory levels using inventory management systems; conduct regular audits and reconcile discrepancies.</li><li>Optimize warehouse layout, space utilization, and material flow to support production and customer delivery timelines.</li><li>Ensure compliance with all safety regulations (OSHA, company policies) and maintain a clean, organized warehouse environment.</li><li>Coordinate with production, sales, and logistics teams to meet customer orders and project deadlines.</li><li>Monitor equipment performance, manage maintenance schedules, and recommend process improvements or capital expenditures.</li><li>Track key performance metrics (productivity, accuracy, on-time shipping) and report to leadership.</li></ul>
2026-06-16T00:00:00Z

Operations Specialist

Charleston, SC
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a dependable Operations Specialist to support the day-to-day functioning of a loyal client in Charleston, South Carolina. This contract position plays an important role in keeping shared spaces organized, supplied, and ready for staff use while helping the operations team deliver smooth daily support across the campus. The ideal candidate brings strong organizational skills, a proactive mindset, and the ability to manage routine operational tasks with consistency and care. Responsibilities:• Monitor workrooms, break areas, and printing stations to confirm they remain clean, stocked, and ready for daily staff use.• Track supply levels and communicate replenishment needs promptly to the Operations Manager.• Organize and refill storage areas when new materials arrive so inventory remains accessible and orderly.• Sort and deliver incoming mail and packages from the front office to staff members each day.• Assist with the preparation, on-site support, and breakdown of events as directed by the Operations Manager.• Provide flexible operational support for additional school-based priorities and team initiatives as needs arise.• Contribute positively to a collaborative school culture by demonstrating professionalism, accountability, and respect in daily interactions.
2026-06-24T00:00:00Z

Operations Specialist

New York, NY
onsite
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a detail-oriented Operations Specialist to support a contract assignment within a non-profit organization in New York, New York. This position will focus on operational performance, service analysis, and process support related to call center activity, consumer banking, and credit card operations. The ideal candidate brings strong analytical ability, a practical understanding of lending environments, and the ability to turn performance data into actionable operational insights. Responsibilities: • Track and interpret call center performance indicators to identify trends, gaps, and opportunities for operational improvement. • Support day-to-day operational activities tied to credit card services and consumer banking workflows. • Conduct criticality assessments to help prioritize issues, service impacts, and operational responses. • Review performance data and prepare clear summaries for leadership and business stakeholders. • Partner with cross-functional teams to improve efficiency, consistency, and service outcomes across operations. • Assist in monitoring consumer lending processes to ensure activities align with established business expectations. • Investigate operational issues, recommend practical solutions, and help drive timely resolution. • Maintain accurate records, reporting materials, and operational documentation for ongoing business support.
2026-07-06T00:00:00Z

Operations Specialist

Cary, NC
onsite
Temporary / Contract
40 - 43 USD / Hourly
We are looking for an Operations Specialist to support quality and compliance activities. This contract position will focus on reviewing customer-related cases, maintaining thorough documentation, and helping ensure operational records meet established quality standards. The role works closely with customer support and order management teams to resolve issues efficiently and uphold consistent case handling practices. Responsibilities:• Perform routine quality checks on customer complaint, inquiry, and service-related cases to confirm they are complete, accurate, and properly classified.• Investigate case details and gather missing information by partnering with customer support teams to support timely and compliant resolution.• Prepare and finalize required complaint records and supporting documentation in accordance with internal quality procedures.• Oversee case workflows from creation through closure, ensuring all related materials are reviewed and properly maintained.• Evaluate, upload, and approve documentation tied to complaints, returns, and quality events while maintaining strong record accuracy.• Work with order management to address non-conformance matters and support the processing of related reports.• Maintain organized records for customer issues, return authorizations, and quality events to support audit readiness and policy compliance.• Monitor daily case activity and help drive consistent execution of quality assurance standards across operational processes
2026-07-07T00:00:00Z

Operations Specialist

Baton Rouge, LA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for a proactive Operations Specialist to support workforce coordination and strengthen day-to-day operational performance for medical service environments in Baton Rouge, Louisiana. This contract opportunity with potential for a permanent role is ideal for someone who excels at building productive relationships, anticipating staffing needs, and helping client sites maintain consistent coverage. The person in this role will work closely with site leaders to improve scheduling outcomes, support talent retention, and contribute to ongoing operational enhancements. Responsibilities: • Develop strong working relationships with candidates and healthcare site leaders to support dependable staffing operations. • Coordinate schedules well ahead of need to reduce coverage gaps and limit urgent last-minute adjustments. • Expand and maintain a reliable pool of flexible talent to support ongoing workforce demands and improve retention. • Partner with assigned client managers to monitor staffing effectiveness and address operational challenges proactively. • Track performance trends and identify opportunities to improve service delivery across supported locations. • Lead day-to-day operational follow-up to help teams perform efficiently and meet client expectations. • Support change initiatives within assigned functional areas and encourage continuous improvement in staffing processes.
2026-07-06T00:00:00Z

Procurement Operations Specialist

Seattle, WA
onsite
Temporary / Contract
44 - 50 USD / Hourly
Procurement Operations Specialist - Make an Impact Beyond the Purchase Order We are partnering with a well established leader in the transportation and logistics industry seeking a Procurement Operations Specialist to join their team on a contract-to-permanent basis. This position is based in the South Seattle/West Seattle area and requires 3-4 days per week onsite. This is an excellent opportunity for someone who enjoys building structure, improving processes, and serving as the operational backbone of a procurement function. You'll work closely with category management, finance, accounts payable, legal, and business stakeholders to ensure procurement activities are accurate, compliant, and scalable. This role goes well beyond transactional purchasing. The ideal candidate is someone who thrives in a fast-paced environment, takes ownership, learns quickly, and enjoys solving problems that don't always come with a clear roadmap. What You'll Do Manage purchase order creation, revisions, and lifecycle activities Ensure purchase orders are accurate and aligned with contracts, pricing, payment terms, and coding requirements Maintain vendor records and supplier onboarding documentation Support contract setup, contract administration, and procurement system updates Partner with Accounts Payable to resolve invoice discrepancies and improve process efficiency Validate financial coding, cost centers, approvals, and procurement compliance requirements Collaborate with Finance, Legal, Operations, and internal stakeholders on procurement initiatives Track procurement metrics and identify opportunities for process improvements Support supplier onboarding, catalog management, and procurement system enhancements Assist with operational projects and continuous improvement initiatives across the procurement function
2026-07-10T00:00:00Z

Operations Support Specialist

Albuquerque, NM
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are seeking an Operations Support Specialist to join our banking operations team in a critical back-office role supporting the daily movement, balancing, and settlement of bank funds. This position requires hands-on experience with core banking operations including ACH processing and disputes, domestic and international wire transactions, daily account settlement, reconciliations, exception processing, NSF/non-post handling, stop payments, chargebacks, and general transaction research. The ideal candidate will have a strong understanding of operational workflows within a financial institution, exceptional attention to detail, and the ability to manage time-sensitive transactions with accuracy and confidentiality. Additional responsibilities include assisting with debit card disputes, regulatory reporting, account research, audit support, balancing activities, and cross-functional support to branch and accounting teams as needed. Candidates should bring prior banking operations, bookkeeping, or accounting experience, strong problem-solving skills, and a solid commitment to operational excellence and customer service.
2026-07-06T00:00:00Z

Loan Operations Analyst

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
The salary range for this position is $90,000-$100,000 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] You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Responsibilities: • Maintain the Reconciliation and Control functions within the Operations group• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger• Enter trades into Wall Street Office (“WSO”) and trade capture systems• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.• Ensure all loans are rolled and correct rates are set for the next accrual period• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation
2026-06-11T00:00:00Z

Product Operations Specialist

Torrance, CA
onsite
Temporary / Contract
50 - 53 USD / Hourly
Robert Half is partnering with our client, a Fortune 500 automotive manufacturer, to hire a Product Operations Specialist to support a portfolio of customer-facing digital products and experiences in Torrance, CA. Location: Torrance, CA (onsite)Duration: 22-month contractHours: 40 hours/weekPay Rate: $50-53/hour Position Overview:The Product Operations Specialist will support the development, enhancement, and ongoing operations of customer-facing digital products, including websites, mobile applications, customer service tools, and communication platforms. Working closely with product, business, technology, UX, and operations teams, this role will help deliver exceptional customer experiences while supporting product planning, requirements gathering, testing, releases, stakeholder communications, and day-to-day platform operations. The ideal candidate is organized, detail-oriented, and passionate about digital products and cross-functional collaboration. Key Responsibilities:<ul><li>Support the end-to-end delivery of digital product initiatives, enhancements, and production support activities.</li><li>Gather, document, and maintain business requirements, user stories, acceptance criteria, process flows, and product documentation.</li><li>Partner with product managers, business stakeholders, UX designers, developers, and QA teams to support product execution.</li><li>Participate in Agile ceremonies including backlog refinement, sprint planning, demos, retrospectives, and status meetings.</li><li>Assist with User Acceptance Testing (UAT), including test planning, test script creation, defect tracking, and validation activities.</li><li>Monitor platform performance and support operational processes, incident management, releases, and vendor updates.</li><li>Coordinate stakeholder communications, training materials, product launches, and organizational change management activities.</li><li>Analyze product performance metrics and customer feedback to identify opportunities for continuous improvement.</li><li>Support roadmap planning, business case development, and reporting efforts.</li><li>Serve as a subject matter expert on assigned digital products and customer journeys.</li></ul>
2026-07-10T00:00:00Z

Fund Accounting Consultant

New York, NY
onsite
Temporary / Contract
40 - 60 USD / Hourly
Our client is a major financial institution looking for a skilled Fund Accounting Consultant to join their team on a long-term contract basis. In this role, you will oversee a team responsible for delivering high-quality accounting, administration, and investor services to investment companies and advisors. This position requires a strong ability to manage client relationships, resolve complex issues, and implement solutions tailored to evolving business needs. Responsibilities:• Lead and manage a team of administrators responsible for accounting, administration, financial reporting, and regulatory compliance for investment companies, including hedge funds, private equity funds, and CLOs.• Lead month-end close processes, including journal entries and account reconciliation.• Help develop/implement new processes to align with regulatory and industry changes.• Perform complex accounting reconciliations and calculations for various investment types
2026-07-08T00:00:00Z

Finance & Operations Manager

Wixom, MI
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a Finance & Operations Manager to oversee the financial performance and day-to-day business operations of our Wixom, Michigan branch. This position plays a central role in shaping commercial direction, improving profitability, and supporting sustainable growth across the local business, with particular emphasis on service-related activities. The successful candidate will combine strong financial leadership with operational oversight, market awareness, and the ability to build productive relationships with customers, partners, and internal teams. Responsibilities: • Direct the financial and operational activities of the Wixom, Michigan branch to support efficient performance and strong business results. • Create and execute strategic plans that strengthen revenue, expand market reach, and improve profitability, especially within the service segment. • Act as a key representative of the business in the local market by developing and maintaining trusted relationships with clients, partners, and other stakeholders. • Monitor branch performance through financial analysis, budgeting, and variance reviews, using data to guide decisions and improve outcomes. • Oversee the annual budgeting cycle and support ongoing forecasting and budget control processes across the branch. • Ensure all local operations follow applicable legal requirements as well as company policies, procedures, and performance standards. • Evaluate market conditions, customer needs, and emerging trends to identify opportunities for business development and portfolio expansion. • Provide leadership to the local team by setting clear expectations, encouraging collaboration, and promoting a culture focused on accountability and innovation.
2026-06-23T00:00:00Z

Operational Finance Manager

Dallas, TX
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Lead the Financial Performance of a Major Construction Business Unit This is a career‑defining opportunity for a experienced finance leader who wants to own a large, complex P&L, lead a sizeable team, and sit at the intersection of finance, accounting, and operations. 🚀 Why This Role Stands Out Full P&L ownership for a very large construction business segment Highly visible position in the organization and a top strategic priority Lead a large, experienced finance and cost team True finance business partner role with General Managers, Operations Managers, and Project leadership Blend of finance, accounting, forecasting, and decision support 🎯 Role Overview Serve as the Business Segment finance leader with a strong emphasis on business partnership and operational decision support Lead a team across accounting, cost, and project finance Own financial performance across a multi‑project construction environment What You’ll Own & Deliver P&L Ownership & Business Partnership Full responsibility for the P&L and financial performance of the business unit Partner directly with executive leadership, operations, and project teams Influence margin performance, forecasting accuracy, and project‑level decision making Act as a trusted advisor, not a scorekeeper Forecasting, Analysis & Decision Support Lead forecasting, WIP analysis, backlog analysis, and margin accountability Provide forward‑looking insights — not just historical reporting Support project leadership with actionable, data‑driven recommendations Operate effectively in a complex, multi‑project environment Leadership & Team Development Lead, coach, and develop a high‑performing finance and accounting team Delegate month‑end close execution while retaining full ownership of accuracy and outcomes Create structure, accountability, and clarity across financial processes Month‑End Close & Controls Own the month‑end close process for the business unit Ensure accurate financial reporting while maintaining a business‑focused mindset Partner with corporate teams while remaining embedded in field operations
2026-07-02T00:00:00Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-07-01T00:00:00Z

Cash Applications Specialist

Schertz, TX
onsite
Temporary / Contract
24 - 25 USD / Hourly
Our client is hiring a Cash Application Specialist for an immediate Start! Cash Application Specialist San Antonio / Schertz, TX Robert Half is partnering with a reputable organization in the San Antonio/Schertz area to hire a detail-driven Cash Application Specialist. This position is ideal for an accounting professional who excels at payment processing, reconciliation, and maintaining accurate financial records in a fast-paced environment. Position OverviewThe Cash Application Specialist is responsible for accurately posting payments, maintaining accounts receivable records, and supporting reconciliation and reporting processes. Key Responsibilities<ul><li>Receive, review, and accurately apply customer payments (ACH, wire, lockbox, credit card, and checks)</li><li>Maintain and update accounts receivable records and transaction logs</li><li>Assist with monthly accounts receivable reconciliations</li><li>Generate billing entries to recoup shared expenses</li><li>Research and resolve payment discrepancies (short pays, deductions, pricing/quantity issues)</li><li>Reconcile customer and supplier statements</li><li>Ensure timely and accurate application of daily cash and credits</li><li>Communicate with internal departments and external partners to resolve issues</li><li>Track and maintain department KPIs and reporting metrics</li><li>Maintain accurate AR documentation and filing systems</li><li>Support team initiatives and special projects as assigned</li></ul> Required Qualifications<ul><li>High School Diploma or GED required</li><li>1–3 years of experience in accounting, cash applications, or accounts receivable</li><li>Intermediate proficiency in Microsoft Office (Excel, Word)</li><li>Strong organizational skills with excellent attention to detail and follow-up</li><li>Effective verbal and written communication skills</li><li>Ability to work in a fast-paced, team-oriented environment</li><li>Comfortable handling large volumes of transactions with accuracy</li><li>Must be able to pass a background check and drug screening</li></ul>Preferred Systems & Software Experience<ul><li>ERP systems such as SAP, Oracle, JD Edwards (JDE), or Microsoft Dynamics</li><li>Cash application and payment platforms such as HighRadius, BlackLine, or Billtrust</li><li>Banking and payment tools such as Lockbox systems, ACH/Wire processing, CashPro (Bank of America), or Wells Fargo CEO</li><li>Reporting tools such as Microsoft Power BI or Excel-based dashboards</li><li>Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP, data reconciliation)</li></ul>Apply online today for immediate consideration Or call 210-696-8300 to connect directly with a Robert Half recruiter!
2026-06-25T00:00:00Z