<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>
We are looking for a skilled Financial Analyst to join our team in Richmond, Virginia. In this role, you will be instrumental in evaluating financial data and providing actionable insights to support strategic decision-making. This position offers an exciting opportunity to contribute to key business initiatives while leveraging your expertise in financial analysis and forecasting.<br><br>Responsibilities:<br>• Analyze financial statements, including balance sheets, income statements, and cash flow reports, to assess overall company performance.<br>• Develop financial models to forecast future performance and evaluate investment opportunities.<br>• Prepare comprehensive reports and presentations that summarize findings and provide strategic recommendations to management.<br>• Conduct in-depth market research to identify trends and inform investment strategies.<br>• Collaborate with cross-functional teams to gather data and support budgeting and strategic planning processes.<br>• Evaluate potential investments by analyzing returns and market conditions.<br>• Utilize data mining techniques to uncover insights and improve financial reporting.<br>• Perform variance analysis to identify discrepancies and recommend corrective actions.<br>• Support ad hoc financial analysis requests to address immediate business needs.<br>• Stay informed about industry developments and economic conditions to enhance decision-making.
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>For immediate consideration, please see Tony Bilden's Linked In contact info:</p><p><br></p><p>We are looking for an experienced Financial Analyst to join our team in Houston, Texas. The ideal candidate will play a crucial role in supporting financial decision-making through detailed analysis, reporting, and forecasting. This position is perfect for someone who thrives in a fast-paced environment and excels at interpreting complex financial data.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models to support strategic planning and decision-making.</p><p>• Perform variance analysis to identify trends and discrepancies in financial performance.</p><p>• Collaborate with cross-functional teams to streamline budgeting and forecasting processes.</p><p>• Utilize NetSuite and other financial systems to generate accurate and timely reports.</p><p>• Prepare detailed financial reports using technology tools to inform stakeholders.</p><p>• Assist in the development and execution of long-term financial strategies.</p><p>• Conduct in-depth financial planning and analysis (FP& A) to evaluate business performance.</p><p>• Ensure compliance with internal and external financial policies and regulations.</p><p>• Provide actionable insights to improve operational efficiency and profitability.</p><p>• Analyze data to support investment decisions and business growth opportunities.</p>
<p><em>The salary range for this position is $95,000-$115,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Prepare and deliver monthly financial reporting packages for assigned entities</li><li>Maintain, review, and analyze all general ledger accounts</li><li>Perform overall income statement and balance sheet analysis</li><li>Oversee the accounting and operations for multiple private investment vehicles</li><li>Assist with accounting and operations of private equity real estate funds</li><li>Support the team in all investment fund accounting</li><li>Analyze processes for improvement</li><li>Recommend and implement process changes where appropriate</li><li>Prepare analyses to support annual financial statement audits and the preparation of tax returns</li></ul><p> </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>
We are looking for an experienced Senior Financial Analyst with a strong background in investment accounting and a deep understanding of the life insurance industry. In this long-term contract position, you will play a key role in financial reporting, including the preparation and review of 10-K and 10-Q filings, while providing detailed analysis of investment performance. This position is based in Des Moines, Iowa, and offers an exciting opportunity to contribute to financial operations at a high level.<br><br>Responsibilities:<br>• Perform detailed investment accounting and reporting, ensuring strict adherence to U.S. GAAP, statutory accounting, and regulatory standards.<br>• Prepare and review financial reports, including 10-Ks and 10-Qs, along with supporting schedules and disclosures.<br>• Collaborate with teams across finance, actuarial, and investments to analyze portfolio performance and explain variances.<br>• Utilize Essbase for financial modeling, variance analysis, and comprehensive reporting.<br>• Leverage Workiva Wdesk to enhance reporting workflows, manage documentation, and ensure compliance.<br>• Support accounting operations related to life insurance, including asset/liability management and investment-related transactions.<br>• Coordinate with auditors by preparing quarterly and annual audit documentation and responding to queries.<br>• Identify opportunities for process improvement and automation to enhance efficiency in reporting and analysis.<br>• Provide ad hoc financial analysis and reporting to meet the needs of senior leadership and regulatory bodies.
<p>Our client, a highly successful NYC hospitality organization, is currently looking for a Senior Financial Analyst to join their team. In this role you will supervise and mentor a team of Financial Analysts who support all properties and departments. In this dual-role position, you’ll oversee daily reporting and analysis, while playing a major role in shaping executive strategy with forward-thinking insights. </p><p><br></p><p>Responsibilities of this position will include:</p><p>· Supervise and develop a team of analysts—delegating based on skill, interest, and workload.</p><p>· Ensure timely and accurate delivery of routine financial reports and in-depth analyses.</p><p>· Collaborate with senior management, providing insights that directly influence business strategy.</p><p>· Uphold the vision of the VP of Planning & Analysis, ensuring quality, structure, and development across the team.</p><p>· Take a hands-on approach to analysis, stepping in as needed to support the team’s workload.</p><p><br></p><p>For immediate consideration for this position please send your resume to Ben.Turnbull@roberthalf.</p>
<p>We are looking for a skilled Investment Analyst to join our client's team in the Twin Cities. This role requires a detail-oriented individual with a strong background in investment analysis who can deliver insightful recommendations to the firm. If you are passionate about financial markets and enjoy analyzing complex investments, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analysis on investment opportunities, assessing asset condition, financial performance, and risk factors.</p><p>• Evaluate the structure and performance of complex financial products to identify and prioritize potential risks.</p><p>• Analyze and compare performance relative to industry peers and prevailing market conditions.</p><p>• Prepare detailed technical reports and provide recommendations to clients based on findings, both in written and verbal formats.</p><p>• Manage the lifecycle of assigned investment reviews, ensuring timely and accurate completion.</p><p>• Perform analysis on investment assessing their financial status, controls, and overall investment quality.</p><p>• Collaborate with team members to ensure quality control and consistency in reviews.</p><p>• Represent the firm at client meetings, building relationships and sharing insights.</p><p>• Support clients by leveraging analysis to enable informed investment decisions.</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>Follow Shad on LinkedIn at #CHALKBOARDTALK and watch his videos on his open roles. Shad and his team at Robert Half is working with a West Houston Energy Client is looking for a Senior Financial Analyst that will support a segment of their business that supports Finance, Risk, Trading and Commercial lines. We're searching for a results-driven <strong>Senior Financial Analyst – FP& A</strong> to take on a pivotal role, propelling efficiency and profitability forward through groundbreaking financial analysis and reporting. This position offers the opportunity to work closely with influential leadership, drive strategic decision-making, and mentor the next generation of financial professionals in a dynamic and fast-paced environment. Company supports a Hybrid work model and Role has base salary, bonus potential and benefits. For Confidential Consideration please e-mail Shad at [email protected]</p><p><strong> </strong></p><ul><li><strong>Business Decision Support:</strong> Collaborate with Risk, Finance, and Commercial teams to deliver high-caliber reconciliation and commentary on mark-to-market economic versus financial profitability timing and reporting differences. Leverage exceptional analytical and modeling skills to drive strategic insights.</li></ul>
<p><em>The salary range for this position is $120,000-$130,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Lead Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>This is a highly visible role provides information and conducts analysis on total company financial performance, outlook, and plan. You will analyze business unit performance and coordinate interactions with business unit finance leaders to optimize our financial processes and results.</p><p><br></p><p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul><p><br></p>
<p>Responsibilities</p><p><br></p><p>Oversees cash flow positions, borrowing needs, and available funds for investment.</p><p>Monitors and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities.</p><p>Supports budgeting, forecasting, and long-term financial planning with business leadership.</p><p>Partners with management teams to track KPIs and operational initiatives, ensuring alignment with value-creation plans.</p><p>Develops standardized reporting packages, dashboards, and analysis for internal stakeholders and investors.</p><p>Conducts benchmarking, and scenario modeling to assess business performance and strategic outlook for current or new acquisitions.</p><p>Reviews monthly investment data on tribal investment funds and complete quarterly performance reports.</p><p>Prepares internal, external, and Fund Committee meeting materials.</p><p>Monitors treasury/bank accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers.</p><p>Evaluates enterprise contracts for financial terms and conditions.</p><p>Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness.</p><p>Serves as a point of contact for audit activities, tax filings, and compliance documentation.</p><p>Provides detailed analysis related to real estate finance, including asset performance and reporting.</p><p><br></p><p><br></p><p><br></p>
<p>We are looking for a skilled Financial Analyst to join our team in Geneva, New York. The ideal candidate will excel in analyzing financial data, preparing detailed reports, and supporting the organization’s budgeting and forecasting processes. This role offers an opportunity to contribute to key financial decisions by delivering accurate insights and ensuring compliance with industry standards.</p><p><br></p><p>For confidential consideration, please apply or email your resume to Dana Klier out of the Rochester, NY Robert Half office.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the preparation of detailed financial reports, including budgeting, forecasting, and cash flow analysis.</p><p>• Perform account reconciliations and ensure financial records are balanced and accurate.</p><p>• Prepare and analyze financial statements to support decision-making processes.</p><p>• Conduct audits to assess financial accuracy and compliance with regulations.</p><p>• Develop and maintain financial models to forecast future business performance.</p><p>• Monitor and analyze cash flow to ensure efficient capital management.</p><p>• Collaborate with teams to deliver comprehensive financial reporting and analysis.</p><p>• Ensure compliance with banking regulations and industry standards.</p><p>• Provide insights on budget processes to improve financial planning.</p><p>• Support key financial initiatives through thorough data analysis and reporting.</p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p>We are looking for a skilled Treasury Analyst to join our team in Nashville, Tennessee. This role offers the opportunity to manage complex financial processes, provide strategic insights, and contribute to key business decisions. The ideal candidate will excel in analyzing financial data, executing capital transactions, and guiding the organization’s treasury functions.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth analysis of financing alternatives, execute derivative trades, and oversee debt capital market transactions.</p><p>• Manage cash assets and bank accounts, ensuring optimal allocation and operational efficiency.</p><p>• Lead financial projects by gathering and analyzing data, recommending actionable solutions, and implementing strategies to address medium to high-risk issues.</p><p>• Prepare detailed monthly and quarterly reports for management, covering topics such as external debt, liquidity forecasts, and asset-liability management.</p><p>• Provide technical expertise and mentorship to peers, offering recommendations to management on treasury-related matters.</p><p>• Collaborate effectively with stakeholders to ensure proper relationship management and prompt responses to client and vendor requests.</p><p>• Utilize tools and techniques to simplify complex financial concepts, ensuring clear communication to diverse audiences.</p><p>• Apply critical thinking and decision-making skills to assess risks, benefits, and alternatives for key financial decisions.</p><p>• Maintain accuracy and attention to detail in all financial analyses and reporting processes.</p><p>• Manage multiple priorities effectively, balancing day-to-day operational needs with long-term project goals.</p>
We are looking for a skilled Investment Analyst to oversee and optimize municipal investment portfolios in Cleveland, Ohio. This role demands expertise in financial analysis, compliance, and strategic decision-making to support the city's fiscal health and long-term growth. The ideal candidate will excel in evaluating market trends, managing investment accounts, and preparing insightful reports for key stakeholders.<br><br>Responsibilities:<br>• Develop and oversee investment strategies for municipal funds, including general funds, bond proceeds, and reserve accounts.<br>• Ensure adherence to local, state, and federal regulations, as well as municipal investment policies and government accounting standards.<br>• Conduct thorough analyses of financial markets, investment opportunities, and credit risks to provide actionable recommendations.<br>• Execute trades, record transactions accurately in accounting systems, reconcile activity, and generate comprehensive reports.<br>• Build and maintain strong relationships with financial institutions, investment advisors, and regulatory agencies.<br>• Prepare detailed investment reports for senior leadership, City Council, and other relevant stakeholders.<br>• Propose updates to investment policies based on evolving market conditions and legal requirements.<br>• Assist with cash flow forecasting to ensure sufficient liquidity for municipal operations.<br>• Participate in the evaluation and oversight of external investment managers or advisors.<br>• Monitor economic trends, interest rates, and market developments to guide investment decisions effectively.
<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>Our client is a clean energy company seeking a driven Financial Analyst to join their team in Arlington, Virginia. This role focuses on supporting renewable energy projects through strategic financial analysis, modeling, and transaction execution. If you are passionate about clean energy and have a strong background in finance, this is an exciting opportunity to contribute to the development of solar and energy storage projects.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain advanced financial models, including joint venture structures, partnership flips, and lease pass-throughs.</p><p>• Oversee transaction execution and manage the financial closing process for multiple renewable energy projects.</p><p>• Collaborate with investors to negotiate financing terms for solar and energy storage portfolios, including debt, equity, and tax equity investments.</p><p>• Partner with internal teams to estimate financial assumptions, track project variables, and integrate financing requirements into company processes.</p><p>• Participate in client meetings and industry conferences to represent the organization and facilitate project discussions.</p><p>• Assist senior team members in negotiating and closing project financing deals, including tax equity sales.</p><p>• Monitor and analyze project development metrics to ensure financial feasibility and compliance with investment conditions.</p>
<p>Sue Sumrell is recruiting for a highly skilled Senior Financial Analyst to join this iconic company in a solid industry. In this role, you will play a key part in driving financial decision-making through detailed analysis and strategic insights. This position offers the opportunity to work on impactful projects and collaborate with cross-functional teams to achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analysis to identify trends, risks, and opportunities that support business objectives.</p><p>• Prepare and present detailed financial reports to stakeholders, ensuring accuracy and clarity.</p><p>• Collaborate with various departments to develop budgets and forecasts that align with company goals.</p><p>• Analyze variances between actual and forecasted financial performance, providing actionable recommendations.</p><p>• Support strategic decision-making processes through data-driven insights and scenario modeling.</p><p>• Develop and maintain financial models to improve forecasting and planning accuracy.</p><p>• Monitor key financial metrics and provide regular updates to leadership.</p><p>• Ensure compliance with financial regulations and company policies in all analyses and reporting.</p><p>• Assist in the evaluation of investment opportunities and business initiatives.</p><p>• Lead or participate in special financial projects to enhance operational efficiency.</p><p><br></p><p>Please contact Sue Sumrell and email your resume directly to [email protected]</p>
<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p>Our client is looking for a skilled Financial Analyst to join our dynamic team in Central Kentucky. In this role, you will play a key part in analyzing financial data, developing actionable insights, and supporting strategic decision-making for our organization. If you thrive in a fast-paced environment and have a passion for optimizing financial processes, this position is designed for you.</p><p><br></p><p>Responsibilities:</p><p>• Analyze historical and current financial data to identify patterns and inform business strategy.</p><p>• Develop and refine financial models to support budgeting, forecasting, and variance analysis.</p><p>• Prepare detailed financial reports on a monthly, quarterly, and annual basis for internal stakeholders.</p><p>• Monitor key performance indicators (KPIs) and assess operational efficiency to drive improvements.</p><p>• Conduct cost accounting and margin analysis to evaluate product and service profitability.</p><p>• Perform ad hoc financial analyses to support pricing strategies, investment evaluations, and other initiatives.</p><p>• Collaborate with the accounting team to ensure accuracy during month-end close processes.</p><p>• Provide recommendations based on data insights to enhance profitability and cost management.</p><p>• Assist in creating presentation materials for executive leadership and board meetings.</p>
<p><strong>Senior Financial Analyst at Innovative Manufacturing Company (90k-115k+Bonus!)</strong></p><p><br></p><p>Join a growing family-owned business in the manufacturing industry whose products are a staple everywhere you look!</p><p>We're seeking a dedicated Senior Financial Analyst to play an essential role in driving better financial and operational performance through budgeting, forecasting, and trend analysis.</p><p>For immediate consideration send resumes to Jennifer.Beilin@Roberthalf com </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Dive into financial and operational data to uncover insights and trends that drive profitability.</li><li>Collaborate on budgeting and forecasting to fuel strategic department-wide planning.</li><li>Build dynamic financial models to guide business decisions and investments.</li><li>Track and analyze performance, comparing results to budgets and forecasts for continuous improvement.</li><li>Conduct impactful cost-benefit analyses and evaluate the financial success of projects and initiatives.</li><li>Create compelling financial reports and presentations that empower leadership decision-making.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or a related field, with 3+ years of experience in financial analysis or budgeting.</li><li>Advanced Excel skills, familiarity with tools like Power BI/Tableau, and ERP system experience (e.g., MS Dynamics or NetSuite) preferred.</li></ul><p>Enjoy robust health coverage, a company-matched 401(k), generous time off, and limitless opportunities for professional growth!</p><p>Elevate your career by joining a thriving company! Apply today to help shape financial strategies that drive success.</p><p><br></p>
<p>Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization.</p><p> </p><p>Major Responsibilities</p><p>· Analysis of financial and operations processes</p><p>· Prepare reporting packages</p><p>· Assist in closing process</p><p>· Identify potential financial risks</p><p>· ROI analysis</p><p>· Compliance Management</p><p>· Ad hoc projects</p><p>· Develop and maintain financial reports in internal database</p><p>· Annual Budgets/Monthly Forecast</p>
<p>Robert Half is looking for an Entry Level Financial Data Analyst for a top client in the financial sector. This position is 100% remote. In this role, you will be responsible for client support through an Autodesk functionality, and will engage in the addition of new data to various databases within the organization.</p><p><br></p><p><br></p>
<p>Successful client located in the Wilmington, Delaware area seeks a Financial Analyst with manufacturing industry expertise. As the Financial Analyst, you will communicate financial insights and recommendations to stakeholders, develop financial models to predict the impact of rebate programs and profitability, prepare quarterly rebate accruals, track and monitor rebates status, conduct scenarios analysis and sensitivity testing, audit rebate pricing, identify opportunities to streamline rebate processes and improve, and ensure rebate programs comply with corporate policies and regulatory standards. </p><p><br></p><p>Responsibilities:</p><p>• Process and manage various rebate transactions to ensure accuracy and timeliness.</p><p>• Conduct detailed financial analyses to support pricing strategies and rebate offers.</p><p>• Prepare data-driven reports to assist in decision-making and sales optimization.</p><p>• Analyze financial variances and provide actionable insights to improve profitability.</p><p>• Utilize financial modeling techniques to forecast and evaluate business performance.</p><p>• Collaborate with cross-functional teams to align rebate strategies with company objectives.</p><p>• Apply data mining techniques to extract meaningful insights from complex datasets.</p><p>• Monitor rebate programs to ensure compliance with company policies and industry standards.</p><p>• Identify opportunities for process improvements in rebate and incentive management.</p><p>• Support US operations by contributing to customer journey enhancements and competitive positioning.</p>
