<p>We are assisting a valued client in their search for an experienced Chief Risk Officer to lead and enhance the organization’s enterprise-wide risk management framework. This is a key leadership role responsible for ensuring regulatory compliance, assessing and monitoring risks across all operational areas, and driving strategic initiatives that strengthen internal controls and overall risk governance. The ideal candidate will have a strong background in risk analysis, governance, operational risk management, and compliance. This individual will play a central role in cultivating a culture of risk awareness, identifying emerging risks, developing mitigation strategies, and supporting continuous improvement across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and implementation of the organization's Risk Appetite Framework, including methodologies and enterprise risk assessments.</p><p>• Coordinate governance processes, risk committee activities, and regulatory reporting to ensure compliance and accountability.</p><p>• Create and maintain risk dashboards, KPIs, and KRIs for executive and board-level decision-making.</p><p>• Analyze emerging risks, industry trends, and regulatory changes to provide actionable insights to senior leadership.</p><p>• Lead cross-functional initiatives aimed at enhancing risk capabilities, improving controls, and adopting advanced technology solutions.</p><p>• Evaluate financial and operational processes to identify vulnerabilities and recommend effective improvements.</p><p>• Manage internal training programs to foster a culture of risk awareness and proactive management.</p><p>• Build, mentor, and lead a high-performing risk management team across multiple locations.</p><p>• Investigate operational incidents, oversee corrective action plans, and maintain detailed documentation in incident databases.</p><p>• Develop and manage credit approval and monitoring programs, ensuring scalability and compliance with organizational standards.</p>
We are looking for an experienced Credit Risk Manager to join our team in Houston, Texas. In this role, you will oversee credit risk management processes, particularly within the natural gas and power trading sectors. This position requires a proactive individual with strong analytical skills and a deep understanding of credit risk analysis, financial statement evaluation, and industry-specific dynamics.<br><br>Responsibilities:<br>• Manage and oversee commercial credit portfolios for the U.S. oil, gas, and power divisions, with a focus on natural gas.<br>• Conduct thorough credit risk analyses, including financial statement evaluations, to assess counterparty creditworthiness.<br>• Review and approve credit limit recommendations to ensure alignment with organizational policies.<br>• Collaborate with underwriters to support decision-making and maintain credit standards.<br>• Monitor daily credit activities such as new trades, credit terms, and risk exposures.<br>• Provide risk assessments and recommendations based on market trends and trading activities.<br>• Develop and maintain relationships with stakeholders in trading, banking, and hedge fund sectors.<br>• Ensure compliance with industry regulations and company credit policies.<br>• Utilize industry knowledge to identify and mitigate potential credit risks.<br>• Deliver detailed reports and updates on credit performance to senior management.
<p>Our client is looking for an experienced Risk Analyst to join their team in the Bordentown, New Jersey area. In this role, you will play a critical part in identifying, assessing, and mitigating risks across various domains within the organization. You will collaborate with senior management to ensure effective governance and regulatory compliance while supporting the organization's strategic goals.</p><p><br></p><p>Salary is 120,000 - 140,000. </p><p><br></p><p>Benefits include health insurance, 401k, and PTO. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the organization's enterprise risk management initiatives, including credit, market, compliance, and operational risk programs.</p><p>• Continuously monitor and evaluate risk management activities to ensure alignment with the organization’s mission and strategic objectives.</p><p>• Enhance enterprise risk management processes and systems to improve efficiency in risk assessments.</p><p>• Lead discussions within the Enterprise Risk Management Committee and provide solutions to address risk-related challenges.</p><p>• Identify and verify risk areas within the organization, ensuring comprehensive risk assessments are conducted.</p><p>• Develop risk assessments for new products or significant modifications to existing offerings.</p><p>• Serve as a subject matter expert to guide departmental leaders in implementing effective governance and risk management strategies.</p><p>• Analyze and report on key risks and their interdependencies, helping senior management maintain a focus on robust risk management.</p><p>• Ensure compliance with regulatory requirements and industry standards related to risk management.</p>
<p>Robert Half is looking for an accomplished Risk Manager to join our team in the Philadelphia area. This role is pivotal in guiding the organization’s risk management strategy, ensuring compliance with regulatory standards, and addressing potential credit, fraud, and operational risks. The ideal candidate will bring extensive leadership experience and expertise in building robust risk frameworks within the financial services industry.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and implement a comprehensive enterprise risk management framework that aligns with organizational goals and regulatory requirements.</li><li>Evaluate and manage significant risks related to credit, fraud, and operations, ensuring effective mitigation strategies are in place.</li><li>Lead the creation and execution of risk policies, controls, and advanced methodologies such as stress testing and scenario analysis.</li><li>Provide strategic advice to senior leadership and the board regarding risk exposure, emerging threats, and mitigation plans.</li><li>Supervise and coordinate the activities of teams focused on credit, fraud, and operational risks to ensure seamless collaboration.</li><li>Ensure compliance with regulatory standards while preparing detailed risk reports for executive leadership and the board.</li></ul>
We are looking for a skilled Financial Planning & Analysis Manager to lead critical financial processes and provide strategic insights that drive business decisions. Based in Delta, Ohio, this role will focus on budgeting, forecasting, variance analysis, and creating financial models to support organizational goals. You will collaborate with cross-functional teams and senior leadership to optimize resource allocation, ensure accurate reporting, and enhance financial systems.<br><br>Responsibilities:<br>• Oversee the development and execution of long-term financial plans, budgets, and forecasts for the organization.<br>• Partner with the accounting team to ensure seamless monthly, quarterly, and annual close processes.<br>• Evaluate financial and operational results, including KPIs, budget variances, and key performance metrics.<br>• Prepare and deliver detailed financial reports and dashboards to senior leadership and business stakeholders.<br>• Work closely with cross-functional teams to align resource allocation with strategic priorities and identify opportunities for process improvement.<br>• Develop and refine financial models to support decision-making, including pro forma statements and scenario analysis.<br>• Implement and enhance financial systems and tools to improve efficiency and support organizational growth.<br>• Conduct market analysis to identify external risks, opportunities, and competitive trends.<br>• Provide mentorship and leadership to team members, fostering a culture of collaboration and continuous improvement.<br>• Stay informed about industry best practices and emerging financial technologies to drive innovation.
<p>We are looking for an experienced Audit Manager to join our team on a long-term contract basis. As an Audit Manager, the role requires expertise in regulatory compliance, Sarbanes-Oxley audits, and a deep understanding of the banking industry. The ideal Audit Manager candidate will excel at identifying risks, evaluating controls, and ensuring adherence to financial regulations while delivering meaningful insights to improve processes. Situated in the Greater Philadelphia Region, this position offers a dynamic opportunity to contribute to governance, risk management, and compliance strategies.</p><p><br></p><p>What you get to do every single day:</p><p>• Lead and oversee audits focused on regulatory compliance, Sarbanes-Oxley requirements, and internal control processes within the banking sector.</p><p>• Assess current processes to ensure alignment with regulatory frameworks such as Dodd-Frank, Basel accords, and Federal Reserve guidelines.</p><p>• Identify risks, control gaps, and deficiencies, and propose actionable recommendations to enhance processes and controls.</p><p>• Support Sarbanes-Oxley compliance efforts, including evaluating key controls, conducting walkthroughs, and performing testing and documentation.</p><p>• Prepare detailed audit reports that summarize findings, risks, and recommendations for stakeholders and senior management.</p><p>• Collaborate with departments such as Compliance, Finance, Legal, and IT to provide strategic advice on regulatory changes and their impact.</p><p>• Monitor regulatory developments to maintain audit readiness and compliance with new standards.</p><p>• Offer advisory support to improve governance, risk management, and compliance practices within the organization.</p><p>• Facilitate the resolution of identified issues to ensure timely remediation and compliance.</p><p>• Mentor and train staff on audit methodologies, regulatory requirements, and best practices in compliance.</p>
We are looking for a skilled VP Investments Officer to join our team in Dallas, Texas. In this role, you will oversee trading activities, portfolio management, and asset-liability strategies, ensuring optimal financial performance and adherence to regulatory standards. This position requires a deep understanding of financial markets, advanced analytical capabilities, and strong leadership skills to drive effective decision-making.<br><br>Responsibilities:<br>• Execute trades in agency markets with a focus on achieving competitive pricing and maintaining liquidity.<br>• Manage and analyze specified pass-through pools, evaluating characteristics such as prepayment risk, convexity, and cash flow dynamics.<br>• Develop and implement hedging strategies involving interest rate futures, swaps, and repo transactions to mitigate risks.<br>• Collaborate with the investments team to assess market trends and develop strategic investment approaches.<br>• Monitor portfolio performance metrics, conduct scenario analyses, and recommend adjustments based on market conditions.<br>• Provide detailed analysis of prepayment behaviors, spread movements, and risk-reward considerations within the market.<br>• Model and manage interest rate and liquidity risks across the balance sheet in collaboration with Treasury and Finance teams.<br>• Design and improve internal models using advanced analytical systems to streamline processes and enhance decision-making.<br>• Stay informed on market trends, macroeconomic factors, and pricing dynamics to inform investment strategies and reports.<br>• Build relationships with broker-dealers to ensure efficient trade execution and access to market insights.
<p><em>The salary range for this position is $110,000 - $125,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Summary</strong></p><p>The Finance Manager, Southeast Region is responsible for support of the regional and local financial reporting and processes for the Southeast region. This role will support the regional finance director and local market leaders with accurate financial reporting, budgeting, forecasting, and understanding risk and opportunities within the market. The successful candidate will possess a solid knowledge of financial processes including month/quarter/year-end reporting, budgeting and forecasting, sales pipeline tracking, commissions calculations and financial systems. The position will report to the Regional Finance Director, Southeast and involves developing strong relationships with local office leaders and internal finance and corporate partners. </p><p><strong> </strong></p><p><strong>Essential duties and responsibilities</strong></p><ul><li>Serve as a key financial and people leader for the local office management team, providing guidance, mentorship, and support to develop a high-performing finance team.</li><li>Support regional and market financial processes (commission calculations, revenue posting, pipeline tracking, etc.) while fostering teamwork and accountability within the finance team.</li><li>Lead the development, consolidation, and analysis of the annual plan and quarterly reforecasts, ensuring clarity and collaboration across stakeholders.</li><li>Oversee the preparation of monthly financial reporting packages, delivering insights and analysis through effective communication with local management to facilitate understanding and action planning.</li><li>Act as a liaison with the corporate accounting team on revenue recognition, accounts receivable, balance sheet reconciliations, and general accounting, ensuring clear communication and collaboration.</li><li>Manage and review bi-weekly commission payroll, ensuring accuracy and fairness in compensation processes.</li><li>Supervise and develop day-to-day processes and responsibilities of regional financial analysts, promoting growth, coaching, and continuous improvement.</li><li>Build and maintain strong relationships with Regional Finance Directors, FP& A teams, and other stakeholders, fostering a collaborative and transparent working environment.</li><li>Lead critical projects and provide value-added ad hoc analysis, demonstrating strong stakeholder management and influencing skills.</li><li>Promote a culture of continuous learning, accountability, and teamwork within the finance team and across the organization.</li></ul><p><br></p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>Tyler Houk (Practice Director) with Robert Half is looking for an experienced Director of Finance to lead and oversee the financial operations of our organization on a global scale. This role focuses on driving financial strategies, ensuring compliance with international standards, and supporting the company’s growth across diverse markets. The ideal candidate will bring extensive expertise in international finance, exceptional leadership skills, and the ability to navigate complex cross-border financial environments.</p><p><br></p><p>Responsibilities:</p><p>• Develop comprehensive financial strategies to support international business operations and drive profitability.</p><p>• Oversee financial planning, budgeting, and forecasting processes across global markets.</p><p>• Manage risks associated with foreign exchange, tax structures, and regulatory compliance in various jurisdictions.</p><p>• Ensure timely and accurate financial reporting that aligns with international accounting standards and local regulations.</p><p>• Lead and mentor regional finance teams to promote efficiency, consistency, and adherence to best practices.</p><p>• Collaborate with executive leadership to provide strategic financial insights and actionable recommendations.</p><p>• Support international business initiatives, including mergers, acquisitions, and expansions.</p><p>• Conduct performance analysis to identify opportunities for cost optimization and revenue growth.</p><p>• Establish and implement financial controls to safeguard company assets and ensure compliance.</p><p>• Drive continuous improvement in financial processes and systems to enhance operational effectiveness.</p>
<p>Robert Half is looking for an experienced Director of Operations to lead and optimize the operational functions of our client's organization. This role is ideal for a detail-oriented individual with a strong background in managing multidisciplinary teams. Based in the Philadelphia area, this position requires a strategic leader with expertise in risk management, business planning, and team development.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee daily operations and guide the Operations team, including mentoring and supervising staff such as the Operations Analyst.</li><li>Conduct performance evaluations for Administrative Directors and other operational personnel.</li><li>Lead the development and execution of the organization’s annual business plan by collaborating with internal stakeholders.</li><li>Manage the risk management program, including contract review, negotiation, and coordination with external legal counsel when necessary.</li><li>Organize and deliver training sessions for staff on topics related to risk and financial management.</li><li>Build and maintain relationships with key external partners, including insurance brokers, carriers, legal professionals, and commercial real estate brokers.</li><li>Direct the renewal and administration of annual insurance policies and ensure compliance with organizational standards.</li></ul>
We are looking for an experienced Financial Analyst to join our team in Austin, Texas. This is a long-term contract position offering the opportunity to work remotely while contributing to high-level financial operations. The ideal candidate will excel in analyzing complex financial data, managing risk, and supporting loan structures within a dynamic and regulated market environment.<br><br>Responsibilities:<br>• Conduct detailed financial analyses, including variance analysis and financial modeling, to support decision-making processes.<br>• Manage and monitor loan portfolios, focusing on risk assessment, delinquency trends, and covenant compliance.<br>• Prepare and submit structured reports related to collateral performance, securitization processes, and investor funding facilities.<br>• Utilize advanced data mining techniques and tools, such as SQL and Python, to streamline reporting and enhance accuracy.<br>• Collaborate with cross-functional teams, including credit, underwriting, treasury, and capital markets, to ensure compliance and resolve diligence exceptions.<br>• Develop and maintain dashboards and automated reporting systems to improve data integrity and reconciliation.<br>• Support audit and regulatory requirements by validating loan-level data and enforcing internal controls.<br>• Analyze and interpret market trends to provide insights into Non-QM loan execution and secondary market operations.<br>• Ensure adherence to financial regulations and internal policies while maintaining high standards of accuracy.<br>• Partner with stakeholders to address portfolio surveillance and risk monitoring needs.
We are looking for an experienced Financial Planning & Analysis (FP& A) Manager to lead and expand the FP& A function in our organization. This role is ideal for a finance expert who is detail oriented, thrives on working with data, creating financial models, and collaborating with cross-functional teams to drive business performance and strategic decision-making. Located in Dania Beach, Florida, this position offers the opportunity to make a significant impact by enhancing profitability, productivity, and operational visibility.<br><br>Responsibilities:<br>• Develop and maintain annual budgets, rolling forecasts, and long-term financial models to support organizational objectives.<br>• Create scenario analyses and 'what-if' models to guide strategic decisions and assess risks.<br>• Conduct variance analyses comparing actual results to forecasts and budgets, providing actionable recommendations.<br>• Collaborate with leaders in operations, sales, marketing, HR, and IT to establish and refine key performance metrics.<br>• Evaluate service margins, labor productivity, and pricing strategies to identify opportunities for improvement.<br>• Deliver comprehensive P& L analyses while recommending strategies for margin enhancement.<br>• Monitor sales pipeline and ensure accuracy in forecasting and reporting.<br>• Design dashboards and performance reports to provide leadership with real-time insights.<br>• Facilitate the implementation and adoption of advanced reporting and planning tools within the organization.<br>• Enhance FP& A workflows and reporting standards by introducing process improvements and ensuring data integrity.
<p>We are seeking an experienced and strategic <strong>Credit Manager</strong> to lead the credit and collections function for a large-scale manufacturing organization with a diverse customer base and high transaction volume. This role plays a critical part in protecting cash flow, minimizing credit risk, and supporting profitable growth across domestic and international markets. The Credit Manager will partner closely with Sales, Customer Service, Operations, and Finance leadership to establish credit policies that balance risk management with customer relationships—while leading a high-performing credit team in a fast-paced, complex environment.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and oversee the company’s credit and collections operations for a high-volume, multi-entity manufacturing business</li><li>Establish, implement, and continuously improve credit policies, procedures, and internal controls</li><li>Evaluate customer creditworthiness through financial analysis, credit reports, trade references, and industry trends</li><li>Set and manage customer credit limits and payment terms aligned with company risk tolerance</li><li>Drive timely collections and resolution of disputed accounts while maintaining strong customer relationships</li><li>Monitor accounts receivable aging, DSO, bad debt exposure, and overall credit risk metrics</li><li>Partner with Sales and Customer Service to support new customer onboarding and complex contract terms</li><li>Manage escalations related to delinquent accounts, including legal actions, liens, or third-party collections when necessary</li><li>Prepare and present credit risk analysis and reporting to senior finance leadership</li><li>Lead, mentor, and develop a team of credit analysts and collections professionals</li><li>Support audits and ensure compliance with SOX, internal policies, and regulatory requirements</li></ul><p><br></p>
We are looking for a skilled Risk Manager to join our team in Columbus, Ohio. This is a Contract to permanent position offering an excellent opportunity to contribute to risk management initiatives within a dynamic and fast-paced environment. The ideal candidate will bring substantial expertise in control testing, risk analysis, and financial services operations, while demonstrating exceptional communication and organizational skills.<br><br>Responsibilities:<br>• Conduct comprehensive control testing to assess the effectiveness and performance of operational controls across various business lines.<br>• Review and analyze risk mitigation strategies, ensuring compliance with regulatory frameworks and industry standards.<br>• Collaborate with stakeholders to design and document testing scripts, procedures, and workflows.<br>• Monitor operational processes, including reconciliation, fund transfers, and payment controls, to identify and address potential risks.<br>• Lead and participate in calls with executive-level stakeholders to understand project scope and translate discussions into actionable plans.<br>• Utilize data analysis tools, such as Alteryx and Excel, to manage large datasets and derive meaningful insights.<br>• Oversee high-volume control frameworks, ensuring timely execution and adherence to established guidelines.<br>• Partner with sales and trading teams to enhance understanding of market operations and trade lifecycle processes.<br>• Manage mini projects within tight deadlines, ensuring alignment with overall risk management objectives.<br>• Influence and build strong partnerships with challenging stakeholders to drive collaboration and achieve project goals.
<p><strong>Power & Gas: Hedge Fund - Senior P& L/Risk</strong></p><p><br></p><p>Our client a Hedge Fund based in Greenwich, CT (next to train station) is building out their physical Nat Gas and Power trading businesses. This role reports to the COO and provides daily trading (P& L and attribution) and has exposure to market risk analytics (VAR, stress testing) for multiple trading business. The position will assist build out risk management processes and systems. The firm has an excellent culture, generous bonuses, and a flexible hybrid schedule.</p>
<p>Our client a major law firm with 15+ offices is currently looking for a skilled and dedicated Medical Malpractice Associate Attorney to join the Professional Liability team in Philadelphia, Pennsylvania. This role offers an exciting opportunity to represent healthcare providers, hospitals, and physicians in complex medical malpractice cases. The ideal candidate will thrive in a fast-paced environment and demonstrate expertise in all phases of litigation.</p><p><br></p><p>Interested candidates who want to be considered immediately should reach out to Kevin Ross with Robert Half in Philadelphia. </p><p><br></p><p>Responsibilities:</p><p>• Represent clients in complex medical malpractice cases, including hospitals, physicians, and healthcare providers.</p><p>• Draft and file legal pleadings, motions, and other documents with accuracy and attention to detail.</p><p>• Manage discovery processes, including preparing and responding to requests and conducting depositions.</p><p>• Collaborate with expert witnesses to strengthen case strategies and provide thorough trial preparation.</p><p>• Prepare clients and witnesses for depositions, trial testimony, and arbitration.</p><p>• Participate in settlement negotiations, mediation, and other alternative dispute resolution processes.</p><p>• Conduct legal and medical research to support case preparation and strategy.</p><p>• Handle all aspects of case management independently, ensuring timely progress and resolution.</p><p>• Advocate for clients during jury trials, arbitrations, and other proceedings.</p><p>• Assist in developing risk management strategies related to peer review privilege and confidentiality concerns for healthcare institutions.</p>
<p>Job Summary</p><p>We are seeking a motivated and analytical Data Analyst to support product quality, device performance, and customer experience improvements across a large consumer device ecosystem. In this role, you will help drive data‑informed decisions by analyzing telemetry, reliability KPIs, and customer satisfaction trends. You’ll collaborate closely with engineering, operations, and customer experience teams to ensure data accuracy, generate actionable insights, and support strategic initiatives that help enhance overall device reliability.</p><p>This role is ideal for someone who thrives in cross‑functional environments, enjoys solving complex problems, and can translate data into compelling, executive‑ready insights.</p><p><br></p><p>Key Responsibilities</p><ul><li>Analyze device performance data, reliability KPIs, telemetry metrics, and CSAT feedback to identify improvement opportunities.</li><li>Support key initiatives related to error tracking, ticket resolution trends, and release impact assessments.</li><li>Partner with stakeholders across engineering, operations, and customer experience to align priorities and ensure timely delivery of insights.</li><li>Create compelling presentations and executive‑level decks to communicate data findings and recommendations.</li><li>Participate in working groups tackling high‑impact reliability issues, contributing to root cause analysis and solution tracking.</li><li>Assist in expanding global data capabilities through improved data access, partnerships, and data enablement initiatives.</li></ul>
<p>Robert Half is seeking a highly skilled Corporate Finance Consultant with extensive experience analyzing potential acquisitions, navigating deal-making processes, and driving strategic financial initiatives. The ideal candidate will bring a strong background from a private equity firm, investment bank, or corporate finance team within a large enterprise. This interim M& A consultant will play a key role in supporting deal evaluation, structuring and execution, and delivering critical financial insights to guide strategic decision-making.</p><p>This role will be part time hours and approximately 20-30 hours per week and can be done remote.</p><p><br></p><p>-Key Responsibilities:</p><p>Acquisition Analysis: Conduct in-depth financial analysis of potential acquisitions, including preparing valuations, modeling pro forma financial impacts, and assessing synergy potential.</p><p>Deal Structuring and Execution: Manage the entire deal lifecycle—from due diligence and identifying opportunities to negotiation, structuring, and closing transactions.</p><p>Market Research: Perform market, industry, and competitive analysis to identify strategic opportunities aligned with corporate growth objectives.</p><p>Financial Modeling: Develop robust financial models, including discounted cash flow (DCF), leveraged buyout (LBO), and merger analysis models to evaluate financial viability.</p><p>Due Diligence: Lead financial and operational due diligence efforts, coordinating with external advisors and cross-functional teams to assess risks and integrate findings into actionable recommendations.</p><p>Presentation Development: Prepare investment memos and presentations for executive leadership teams, boards of directors, and capital partners.</p><p>Collaboration with Teams: Work closely with internal teams, including strategy, legal, and operations, to ensure seamless execution of transactions and integration plans.</p><p>Strategic Advisory: Provide recommendations to senior executives on corporate financial strategies, capital allocation, and portfolio optimization.</p><p>Trend Monitoring: Stay updated on M& A market trends, sector dynamics, and regulatory developments to align deals with emerging opportunities.</p><p>-Key Skills and Qualifications:</p><p>Education: Bachelor's degree in finance, economics, accounting, or a related field. MBA or CFA designation preferred.</p><p>Experience: Minimum of 5–7 years of experience in private equity, investment banking, or corporate finance, with a focus on mergers and acquisitions.</p><p>Technical Expertise: Proficiency in financial modeling, valuation techniques, and excel analytics. Experience with financial databases such as Bloomberg, Capital IQ, or PitchBook is a plus.</p><p>Analytical Skills: Strong aptitude for problem-solving, along with the ability to distill complex financial data into actionable insights.</p><p>Communication: Exceptional written and verbal communication skills, with the ability to present findings clearly to both technical and non-technical stakeholders.</p><p>Project Management: Adept at managing multiple projects and priorities in a fast-paced, deadline-driven environment.</p><p>Attention to Detail: A meticulous eye for accuracy in financial analysis, modeling, and reporting.</p><p>Negotiation Skills: Experience in structuring and negotiating complex financial transactions.</p>
<p><strong>Position: Compliance Analyst – Advanced - Contract Role </strong></p><p><strong>Location:</strong> Tampa, FL 33610</p><p><strong>Type:</strong> 100% Onsite (No WFH Supported)</p><p><strong>Schedule:</strong> Monday–Friday (standard business hours; must be punctual and reliable)</p><p><strong>Tentative Pay Rate:</strong> $41 per hour</p><p><strong>Interview Process: 2 Rounds </strong> </p><p><strong>Key Responsibilities</strong></p><p><strong>Control Testing & Compliance Execution</strong></p><ul><li>Perform end‑to‑end compliance and operational risk control testing across various lines of business within CIB market operations.</li><li>Review procedures, assess controls, and determine whether risks are properly mitigated.</li><li>Conduct SOX testing, operational controls testing (reconciliations, fund transfers, payment controls), and validate adherence to SLAs.</li><li>Analyze call box controls, queues, dashboards, and operational monitoring frameworks.</li><li>Design, update, and execute test scripts; prepare supporting artifacts.</li><li>Manage large volumes of controls and tasks within the established framework.</li></ul><p><strong>Risk Identification & Analytical Review</strong></p><ul><li>Dig into details, assess gaps, and challenge assumptions.</li><li>Translate information gathered during calls into clear documentation.</li><li>Identify risk themes, control deficiencies, or process weaknesses across front office, middle office, and back office workflows.</li><li>Apply strong judgment to determine effectiveness of operational processes (e.g., trade lifecycle: booking → confirmation → settlement).</li></ul><p><strong>Communication & Stakeholder Management</strong></p><ul><li>Draft clear, concise, and professional documentation, summaries, and testing results.</li><li>Lead calls with stakeholders; gather information and ensure follow‑through on action items.</li><li>Influence busy or difficult stakeholders and manage competing priorities in a fast‑moving environment.</li><li>Maintain strong executive presence during meetings and cross‑functional discussions.</li></ul><p><strong>Data Analysis & Tools</strong></p><ul><li>Work with large data sets (sometimes 1M+ lines) to identify trends, attributes, or discrepancies.</li><li>Use Excel for analysis; <strong>Alteryx experience is a strong plus</strong> (workflow building or data manipulation).</li></ul>
<p>In order to better equip the front office teams, and in the context of tremendous growth in our trading portfolios, we are developing a greenfield Risk & PnL engine within our CTRM (Commodity Trading & Risk Management system). We are seeking someone with strong C++ and Python development skills, coupled with an understanding of risk and an interest in commodities trading. You will join one other team member in Houston, with the rest of the team based in London. </p><p><br></p><p>In this role, you will: </p><p><br></p><p>Deploy: Roll-out of the new Risk & PnL engine to our Americas business (trading desks & risk management teams) – be the team’s ambassador in Houston, closely collaborating both with the business and other tech teams </p><p><br></p><p>Team-up: Liaise and work with the rest of the new Risk & PnL engine Dev team in London on any development needed by the Americas business </p><p><br></p><p>Develop: Leverage core components of the new Risk & PnL engine, and other parts of the CTRM to develop reports, tools and functionalities required by the business </p><p><br></p><p> As a Risk Strategist you will be at the crossroads of the development of this new Risk & PnL engine, facing both business priorities and technical challenges. You will often face ambiguous problems requiring you to define not only the answer but also the question. </p><p><br></p><p>This role involves regular travel to London, to ensure close collaboration with the rest of the new risk engine Dev team. </p><p><br></p><p><br></p>
<p>We are seeking a Product Manager to support the execution of our Conversational AI initiatives, specifically the Chat Bot Assistant. This role focuses on journey mapping, requirement writing, user story creation, UAT, and release management to ensure timely delivery of high-quality chatbot experiences. You will work closely with the Senior Product Manager, Conversation Designer, Authors and cross-functional teams to translate strategic goals into actionable deliverables.</p><p>What You’ll Do</p><p>• Translate product vision and high-level requirements into detailed conversational requirements, user stories and acceptance criteria</p><p>• Partner with engineering and QA teams to manage sprint planning and ensure timely delivery.</p><p>• Coordinate and execute User Acceptance Testing (UAT) for chatbot features and flows.</p><p>• Support release management activities, including documentation and stakeholder communication</p><p>• Work with conversational designers and NLP specialists to refine intents, utterances, and taxonomy</p><p>• Validate chatbot responses and ensure alignment with conversational design principles</p><p>• Act as a liaison between technical teams and business stakeholders to ensure clarity and alignment</p><p>• Provide regular updates on progress, risks, and dependencies</p><p>• Maintain and groom the product backlog in collaboration with engineering and design teams</p>
<p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
<p><strong>Overview</strong></p><p>We are seeking a highly motivated <strong>Senior Project Manager</strong> to support the Markets Financing Solutions – Prime Services business. This role leads the execution of a complex global program supporting the growth of a multinational Prime Services offering. The ideal candidate brings extensive project management experience, strong financial services knowledge, and the ability to manage cross‑functional, multi‑workstream initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Core Project & Program Management</strong></p><ul><li>Drive end‑to‑end project execution across multiple workstreams</li><li>Define operating model and technology requirements</li><li>Lead steering committees and governance forums</li><li>Provide regular updates to senior stakeholders and strategic committees</li><li>Develop and maintain project plans, milestones, dependencies, and risk logs</li><li>Ensure alignment with Change Management Framework requirements for EMEA‑impacting initiatives</li><li>Build productive relationships with project leads across the enterprise</li></ul><p><strong>Regulatory & Governance</strong></p><ul><li>Support regulatory compliance and approval processes</li><li>Track and coordinate governance and oversight programs required for new product launches</li></ul><p><strong>Specific Program Responsibilities</strong></p><ul><li>Support the build‑out of a new Prime Services offering</li><li>Manage scope, capacity planning, resources, timelines, and risks/issues</li><li>Coordinate activities across technology, operations, and business teams</li><li>Identify risks, escalate issues, and drive mitigation and resolution</li><li>Communicate program status to senior management on a regular and ad‑hoc basis</li><li>Manage workstream interdependencies and oversee outsourced components</li></ul>
We are looking for a dedicated and skilled Assistant Counsel – Patent Attorney to join our legal team in Philadelphia, Pennsylvania. This hybrid position offers a unique opportunity to work on a blend of patent law and corporate legal matters within an innovative and fast-paced environment. If you have a passion for intellectual property and corporate law, this role provides a platform to make a significant impact.<br><br>Responsibilities:<br>• Develop and execute patent strategies, including filing and prosecuting patent applications.<br>• Provide guidance to business units on patentability and assess infringement risks for new product developments.<br>• Oversee the management of the company’s global patent portfolio and maintain the prosecution docket.<br>• Collaborate with research, development, and engineering teams to identify and protect patentable innovations.<br>• Perform analyses on freedom-to-operate and competitive landscapes to support business decisions.<br>• Draft and review various commercial agreements, such as confidentiality, licensing, supply, and distribution contracts.<br>• Deliver compliance training and contribute to the development and upkeep of the company’s compliance program.<br>• Support mergers, acquisitions, divestitures, and other corporate development activities.<br>• Coordinate with external legal counsel and provide assistance with litigation matters when required.
