<p><strong>Investment Banking Client Services Analyst</strong></p><p>Fort Worth, TX (Hybrid)</p><p>Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail.</p><p>Key Duties:</p><ul><li>Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts.</li><li>Oversee cash flow documentation, resolving investor queries swiftly.</li><li>Partner with third-party admins for subscriptions, redemptions, AML/KYC.</li><li>Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers.</li><li>Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance.</li></ul><p>Qualifications:</p><ul><li>2-3 years in investment firm client support.</li><li>Stellar communication and organization.</li><li>CRM/MS Office savvy.</li></ul><p>Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! </p><p><br></p><p>The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!</p>
<p>We are looking for a Private Equity Associate to join a dynamic team in Minneapolis, Minnesota. In this role, you will collaborate with deal teams to conduct in-depth due diligence and create detailed financial models for potential investment opportunities. You will also contribute to the monitoring of portfolio companies and assist in identifying new fund opportunities.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive evaluations of private equity investments.</p><p>• Perform detailed research on specific companies to support investment decisions.</p><p>• Develop financial models, valuation analyses, and prepare investment memorandums.</p><p>• Monitor the performance and operations of portfolio companies.</p><p>• Participate in investment committee discussions.</p><p><br></p><p>For confidential consideration please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided.</p>
We are looking for a highly skilled Senior Financial Analyst to join our dynamic team in Dallas, Texas. In this role, you will lead financial planning and analysis activities, including financial modeling, reporting, and budgeting processes. Your expertise will contribute to the strategic decision-making process by providing actionable insights and collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Manage comprehensive financial planning and analysis (FP& A) functions, including the creation of detailed financial models and preparation of monthly, quarterly, and annual reports.<br>• Conduct thorough reviews of profit and loss statements, oversee reforecasting processes, and analyze budget versus actual performance to identify key variances.<br>• Collaborate with teams across the organization, such as Accounting, Operations, Asset Management, and Capital Markets, to reconcile and analyze financial data and performance metrics.<br>• Develop and refine processes to enhance the accuracy, efficiency, and productivity of FP& A activities, ensuring continuous improvement over time.<br>• Analyze qualitative and quantitative data from multiple systems to identify trends and provide meaningful insights that support business objectives.<br>• Assist in preparing high-quality presentations and reports for senior leadership, board members, investors, and other key stakeholders.<br>• Lead and support ad-hoc projects, including automating reporting processes, building dashboards, and creating data visualizations to aid decision-making.<br>• Define and document business requirements for various initiatives, ensuring alignment between technical solutions and organizational needs.<br>• Participate in user acceptance testing to confirm that project deliverables meet business goals and are executed within set timelines.
<p>Our client—a mission-driven fintech company helping individuals secure their financial futures—is currently looking for a Strategic Finance Manager to join their high-impact team. In this role you’ll work directly with senior leadership to drive financial strategy, optimize decision-making, and influence business outcomes across the organization.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Lead budgeting, forecasting, and long-term planning processes</p><p>· Deliver financial insights and analysis to guide executive decision-making</p><p>· Build robust financial models and ROI frameworks</p><p>· Partner with teams across Sales, Marketing, RevOps, and Data to unlock growth opportunities</p><p>· Craft compelling presentations for internal and external stakeholders—including Board and investors</p><p><br></p><p>For immediate consideration please email Ben.Turnbull@roberthalf.</p>
<p>We are looking for a highly motivated and detail-oriented Project Manager to join our team on a long-term contract basis. In this role, you will collaborate closely with a serial entrepreneur who oversees a diverse portfolio of businesses, including SaaS, fintech, education, retail, and real estate. This position offers the unique opportunity to gain hands-on experience across multiple ventures, including supporting the launch of new companies and driving strategic initiatives to completion.</p><p><br></p><p>Responsibilities:</p><p>• Lead the execution of complex, multi-disciplinary projects across a portfolio of businesses.</p><p>• Monitor progress on company initiatives, ensuring deadlines, tasks, and deliverables are met.</p><p>• Work directly with the founder to transform strategic goals into actionable plans.</p><p>• Coordinate marketing efforts by managing internal teams and external contractors.</p><p>• Organize and oversee multiple simultaneous projects with minimal supervision.</p><p>• Ensure accountability by documenting meeting outcomes and tracking follow-ups.</p><p>• Collaborate with various departments, including finance, HR, software development, and clinical teams.</p><p>• Assist with budgeting, operational tracking, and basic financial modeling.</p><p>• Drive operational readiness and go-to-market strategies for new business launches.</p><p>• Manage vendor relationships and outsourced workflows as needed.</p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p>We’re looking for a thoughtful and driven <strong>Senior Financial Analyst</strong> to join our growing team in New York. This is a high-impact role where your work will directly shape how the business makes decisions, measures success, and plans for the future.</p><p>You’ll build models, streamline reporting, and collaborate with teams across the organization to turn data into insight and insight into action. If you love digging into numbers, finding the story behind them, and helping teams make smarter, faster decisions, this is a great fit.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>• Build dynamic financial models and dashboards that bring clarity to performance trends and help guide business decisions.</p><p>• Dive into forecasting and long-term planning — analyzing revenue drivers, margins, and growth opportunities.</p><p>• Contribute to quarterly board materials and investor updates by translating complex data into clear, actionable insights.</p><p>• Help define and measure key performance indicators that align teams around shared goals.</p><p>• Look for creative ways to simplify processes, automate reporting, and improve how information flows across departments.</p><p>• Play an active role in shaping the Finance team’s culture as it continues to grow and evolve.</p>
<p>We are partnering with a fast-growing, innovative company in New York City that’s looking for a <strong>Finance & Strategy Analyst</strong> to join their team. This is a high-impact role for someone who loves blending finance, strategy, and creativity — helping drive smart growth and influence decisions across the business.</p><p><br></p><p><strong>What you’ll do:</strong></p><p> • Build intuitive dashboards and reporting tools that bring clarity to performance and uncover opportunities for growth.</p><p> • Partner directly with leadership to shape strategy, set goals, and measure what matters most.</p><p> • Lead cross-functional projects from concept to execution — connecting the dots between teams to move big ideas forward.</p><p> • Dive deep into the numbers to tell the story behind performance and guide strategic decisions.</p><p> • Create and evolve financial models that forecast growth, evaluate new initiatives, and drive investment decisions.</p><p> • Streamline processes and introduce better systems to make collaboration smoother and faster.</p><p> • Present insights in a clear, creative, and compelling way that resonates beyond just the finance team.</p>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p>Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.</p><p>• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.</p><p>• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.</p><p>• Engage with external partners to guarantee timely and high-quality deliverables.</p><p>• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.</p><p>• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.</p><p>• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.</p><p>• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.</p>
<p>Natalie Lue, Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p>
<p> <strong>🚨 Now Hiring: FP& A Manager (Remote)</strong></p><p> Our client is seeking a strategic and hands-on <strong>Financial Planning & Analysis Manager</strong> to lead core FP& A functions and support executive decision-making. This remote role is ideal for a finance professional with strong analytical skills, experience in complex industries, and a track record of driving results through data.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead budgeting, forecasting, and financial planning processes</li><li>Analyze financial statements and performance metrics to guide strategic decisions</li><li>Develop financial models and projections to support growth initiatives</li><li>Prepare operating reports, board presentations, and executive updates</li><li>Support M& A activities, including due diligence and financial analysis</li><li>Leverage AI tools and automation to streamline reporting and analysis</li></ul><p> </p><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s in Finance, Accounting, Economics, or related field</li><li>5–7 years of progressive experience in FP& A, corporate finance, or investment banking</li><li>MUST HAVE Experience in PEO or complex, data-intensive B2B environments required</li><li>Advanced Excel and financial modeling skills; experience with Sage Intacct and Power Platform preferred</li><li>Strong analytical mindset with the ability to work across departments and influence outcomes</li></ul><p> </p><p><strong>Why Join?</strong></p><ul><li>100% remote flexibility</li><li>High-impact role with visibility to senior leadership and the Board</li><li>Opportunity to shape financial strategy in a growing, private equity-backed company</li></ul><p>📩 Interested? Apply now or connect with Jose Sosa for more details.</p>
<p>We are looking for an experienced Audit Manager to join our established client in Addison, Texas. In this role, you will oversee auditing activities for public clients, ensuring compliance with industry standards and regulatory requirements. This position offers an excellent opportunity to utilize your leadership and technical expertise in a collaborative and dynamic environment. Can work with Wealth Management & Investment Banking.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage audit engagements for public clients, adhering to Generally Accepted Auditing Standards (GAAS).</p><p>• Ensure compliance with U.S. accounting principles and auditing standards, delivering high-quality audit results.</p><p>• Supervise and mentor audit teams, fostering growth and maintaining high performance.</p><p>• Utilize audit software tools, such as ProSystem fx Engagement, to streamline and enhance auditing processes.</p><p>• Provide guidance to clients regarding financial reporting and regulatory compliance.</p><p>• Collaborate directly with company management and clients to address complex financial matters.</p><p>• Conduct fieldwork and on-site audits as needed to ensure thorough and accurate evaluations.</p><p>• Manage multiple projects simultaneously while maintaining strict adherence to deadlines and quality standards.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>Jackie Meza with Robert Half is looking for an experienced Treasury & Asset Management expert to lead critical financial functions. This role is central to ensuring optimal cash flow, liquidity, and asset performance while driving strategic financial initiatives. The ideal candidate will bring a strong background in treasury, financial forecasting, and asset management, with a focus on mitigating risks and supporting growth objectives. Contact Jackie Meza for consideration at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts.</p><p>• Develop and maintain detailed cash forecasting models to support financial planning and decision-making.</p><p>• Evaluate investment opportunities and track key financial metrics to align with organizational growth and profitability goals.</p><p>• Oversee capital expenditure planning and monitor asset performance to ensure alignment with company objectives.</p><p>• Identify and mitigate financial risks related to interest rate changes, foreign exchange exposure, and other market variables.</p><p>• Ensure compliance with financial regulations and reporting standards, maintaining transparency and accountability.</p><p>• Prepare comprehensive financial reports and strategic recommendations for leadership teams.</p><p>• Collaborate with relevant departments to support capital planning and funding initiatives.</p><p>• Drive improvements in treasury and asset management practices through the use of advanced financial tools and software.</p><p>• Maintain strong relationships with banking partners and financial institutions to optimize services and agreements.</p>
<p><strong>Controller – Private Equity Investment Firm</strong></p><p>An expanding and progressive investment firm is seeking a <strong>Controller</strong> to lead its financial operations and drive strategic initiatives. This is a high-impact role for a hands-on, detail-oriented professional who thrives in a fast-paced, entrepreneurial environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As Controller, you will oversee all accounting and finance functions, including monthly and quarterly close processes, financial reporting, forecasting, KPI development, and compliance. You’ll manage outsourced accounting partners, lead process improvement initiatives, and serve as a strategic partner to senior leadership.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead treasury operations, including capital calls, distributions, and cash management</li><li>Produce 13-week rolling and annual cash flow forecasts</li><li>Manage budgeting and periodic updates</li><li>Oversee outsourced accounting team and transactional accounting</li><li>Prepare internal and external financial reports for multiple entities and funds</li><li>Coordinate with fund administrators and external partners (audit, tax, banking, insurance)</li><li>Track investment cash flows and performance metrics</li><li>Lead audit and tax preparation processes</li></ul><p><strong>Why Join Us?</strong></p><p>This is a unique opportunity to shape the financial backbone of a high-performing investment firm. You’ll work closely with leadership, gain exposure to a diverse portfolio of investments, and help scale operations during a period of exciting growth.</p><p><br></p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Global Publicly traded Company located North of Boston is hiring a Director of Treasury who can grow into a VP role. The Director of Treasury will be responsible for overseeing the company’s treasury operations, including cash management, investment strategies, financial activities, banking relationships, and risk management. This strategic role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management. </p><p><br></p><p>Primary duties:</p><ul><li>Develop and implement strategies for cash flow forecasting, liquidity management, and short -term borrowing/investing</li><li>Manage daily cash operations, including bank account management, wire transfers, and cash positioning</li><li>Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance</li><li>Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations</li><li>Lead treasury-related financial reporting and analysis for executive leadership and the board.</li></ul><p>This is a very stable organization, great culture and strong leadership team in place. This position offers strong bonus plus equity component. Hybrid model as well (3 days on site). If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn. </p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Accountant to join our team in Los Molinos, California. In this role, you will contribute to financial reporting and accounting operations while leveraging analytical skills to support business decisions. The ideal candidate will excel in presenting financial data clearly and effectively within a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and analyze complex spreadsheets to support financial reporting and decision-making.</p><p>• Maintain a thorough understanding of agricultural and governmental reporting requirements.</p><p>• Prepare and assist with quarterly tax estimates and detailed tax return information for multiple entities.</p><p>• Perform daily and weekly tasks such as cash receipt postings, investment reconciliations, and banking operations.</p><p>• Create and maintain spreadsheets that improve efficiency and reduce time and costs.</p><p>• Ensure compliance with internal controls and generally accepted accounting principles while safeguarding confidential information.</p><p>• Assist in preparing detailed financial statement schedules and coordinate on-site audits with external firms.</p><p>• Review audit findings with management and implement improvements to enhance financial reporting.</p><p>• Research and recommend accounting solutions to improve processes and reporting.</p><p>• Prepare schedules for consolidated fair market value financial statements for external compilation.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>We have partnered with a successful client on their search for a Senior Treasury Analyst with strong knowledge of global cash management and foreign exchange transactions. In this role, the Senior Treasury Analyst will manage cash reporting/forecasting, maintain daily treasury activities, manage investment strategies, perform account consolidation, prepare financial scheduling, assist with global bank reconciliations, and monitor credit, cash flow, income and liquid assets. The ideal candidate for this role should have strong analytical abilities, stay abreast on industry trends and ensure the company is financially efficient.</p><p> </p><p>Primary Responsibilities</p><p>· Oversee daily cash flow forecasting</p><p>· Analyze and interpret financial data</p><p>· Create cash management strategies</p><p>· Monthly bank account analysis</p><p>· Provide guidance on investments and liabilities</p><p>· Oversee financial management system</p><p>· Perform SOX compliance</p><p>· Complete interest accrual calculations</p><p>· Assist with month close process</p><p>· Prepare treasury reports and statements</p>
<p>We are looking for a detail-oriented Treasury Associate to join our dynamic finance team.</p><p><br></p><p><strong>Job Summary:</strong></p><p>The Treasury Associate will support the Treasury department in managing cash flow, investments, and financial risk. This role involves monitoring daily cash positions, processing transactions, and assisting with forecasting and reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Monitor daily cash balances and prepare cash flow forecasts.</li><li>Assist in managing banking relationships and optimizing cash management strategies.</li><li>Process wire transfers, ACH transactions, and other banking activities.</li><li>Support investment activities, including portfolio management and reporting.</li><li>Assist in preparing monthly financial related reports.</li><li>Collaborate with cross-functional teams to ensure compliance with financial policies.</li><li>Participate in and assist in implementing treasury controls.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
We are looking for a dedicated Controller to join our team in Hopkins, Minnesota. In this role, you will oversee financial operations, ensuring accurate reporting, regulatory compliance, and the implementation of best practices. This position offers the opportunity to lead and mentor a team while driving strategic financial initiatives.<br><br>Responsibilities:<br>• Prepare and review financial statements, reports, and forecasts to ensure accuracy and adherence to GAAP and company policies.<br>• Lead the budgeting and forecasting processes, analyzing financial performance and identifying trends to support strategic decisions.<br>• Establish and maintain internal controls to safeguard company assets and ensure the reliability of financial records.<br>• Ensure compliance with all applicable regulations, laws, and accounting standards, managing relationships with auditors and regulatory agencies.<br>• Supervise and develop accounting staff, fostering a collaborative and high-performing team environment.<br>• Conduct detailed financial analysis to provide actionable insights that inform business decisions.<br>• Identify opportunities to improve financial processes and implement efficiency-driven solutions.<br>• Oversee cash flow management, including forecasting, banking relationships, and investment strategies.<br>• Manage tax compliance activities, including tax planning, preparation, filing, and coordination with external advisors.
<p>KEY RESPONSIBILITIES: </p><p>• Lead long-term financial forecasting and scenario modeling in alignment with strategic planning efforts </p><p>• Oversee all aspects of capital structure, including banking relationships, credit facilities, and investment strategy </p><p>• Provide financial analysis and support for mergers, acquisitions, land transactions, and major capital investments Risk Management & Insurance Oversight </p><p>• Direct all insurance activities</p><p>• Manage risk exposure across the enterprise through proactive planning, insurance coverage, and compliance protocols </p><p>• Investigate and evaluate the potential formation of a Single Parent Captive for insurance optimization Governance, Tax & Legal Coordination </p><p>• Oversee all matters related to corporate governance and trust administration </p><p>• Coordinate with outside legal counsel on financing, real estate, and M& A transactions </p><p>• Serve as the primary liaison to external CPAs for corporate and beneficiary trust tax planning and return preparation </p><p>• Participate as a strategic member of the Operational Executive Team, contributing as needed based on the lifecycle stage and needs of the business </p><p>• Lead and develop the Accounting team, ensuring accurate financial reporting, compliance, and internal controls </p><p>• Oversee IT operations and systems strategy to ensure security, scalability, and data availability in alignment with business needs </p>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
Salary: $100,000 - $130,000 + Bonus<br>Location: Hybrid- Wilmington, DE<br>Preferred Industries: Manufacturing or similar<br>Key experience: Experience with Kyriba or similar Treasury Workstations<br><br>**Senior Treasury Analyst / Cash Manager**<br><br>**About the Role**<br>We are seeking an experienced Senior Treasury Analyst (Cash Manager) to join a growing Corporate Treasury team. This role is critical in managing liquidity, investments, and risk management activities, ensuring the organization has the necessary cash flow for operations and strategic initiatives while optimizing treasury processes and controls. The position also collaborates globally, coordinates with banking partners, and leads treasury-related projects.<br><br>This role offers flexible work arrangements: on-site, hybrid (preferred), or fully remote within most U.S. locations.<br><br>**Responsibilities**<br><br>* Manage daily cash positioning and forecasting across multiple regions and subsidiaries<br>* Oversee bank fees and ensure accurate pricing<br>* Maintain and optimize Treasury Workstation and bank portals<br>* Perform cash flow forecasting and variance analysis to support borrowing and investment decisions<br>* Consult on U.S. cash management processes and support cross-functional relationships (A/P, A/R, Payroll)<br>* Prepare Treasury and Management reporting; provide backup support for other Treasury processes<br>* Support KYC, AML, audit, regulatory, and credit requirements<br><br>**Required Qualifications**<br><br>* Bachelor’s degree<br>* Minimum 3 years of progressive Corporate Treasury experience<br>* Prior experience with cash management and short-term investing<br>* Hands-on experience with Treasury Workstations<br>* Background in a large-scale (\$2B+ revenue) corporate environment, preferably global and within manufacturing or a related industry<br>* Experience managing subsidiary liquidity and bank account administration (opening/closing accounts, maintaining access, and signatories)<br>* Strong analytical skills, attention to detail, advanced Excel/financial modeling, and project management abilities<br>* Ability to lead and support treasury initiatives and projects<br>* Willingness to travel up to 10%<br><br>**Desired Qualifications**<br><br>* MBA<br>* CTP/CCM certification<br>* Experience with Kyriba or similar Treasury Workstations
<p>Paraplanner Financial Advisor ~ Washington, D.C. area Financial Services </p><p>$90k, plus great benefits, growing company! </p><p> </p><p>My client is well established financial services company located in the Washington, D.C. area. with a need for a Paraplanner Financial Advisor to join their experienced team! The Paraplanner will help clients achieve their financial goals through assessing their needs and providing appropriate financial product solutions. The Paraplanner Financial Advisor will be responsible for growing an existing book of business and have the following duties:</p><p><br></p><p>· Assisting the Senior Financial Planner with daily operations </p><p>· Building customer relationships and servicing accounts </p><p>· Guiding clients through the financial planning process </p><p>· Provide advice on investment strategies and annual objectives </p><p>· Stay update to date on current market changes and products changes </p><p>· Maintain compliance with all regulatory laws </p><p>· Conduct research in preparation of client meetings </p><p> </p><p><br></p><p> </p><p> <strong><u>Requirements</u></strong>:</p><p>2 + years’ experience</p><p>BS/BA degree</p><p>Have an active Series 6, 63, or 65</p><p>Active Life and Health Insurance licenses is a plus </p><p>Experience in banking/financial services is highly preferred </p><p> </p><p> </p><p>Interested candidates in this Paraplanner Financial Advisor role and other fulltime accounting and finance opportunities across the DC metro area, please send our resume to Justin Decker via LinkedIn.</p>
