<p> Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles. Shad and his team at Robert Half is working with a Downstream Client in the Energy Corridor that looking to staff a candidate with a Commodity Risk Supervisor leading a small team. This candidate must have a Bachelor’s Degre, 7 plus year’s experience in Market Risk experience, Right Angle/ Endur, advanced Microsoft Excel and prior Leadership. Company has out standing benefits and proven leadership team. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Supervisor of Market Risk in the subject line.</p>
<p>We are looking for a diligent risk manager to analyze and manage risk management issues for our organization. The Risk Manager's responsibilities include conducting extensive research and assessments to evaluate risk levels and develop contingency plans and solutions that reduce and control risks and liabilities. To be successful as a risk manager you should be able to provide expert advice on risk management issues and determine ways to minimize risks and liabilities in our daily operations. <strong>Risk Manager Responsibilities:</strong></p><ul><li>Conducting detailed risk assessments.</li><li>Analyzing market trends, reports, statistics, and relevant documentation.</li><li>Compiling and analyzing data and information about the organization, its practices, and legal obligations.</li><li>Reviewing current risk management policies and protocols.</li><li>Observing and assessing internal operations.</li><li>Evaluating risk levels and implications.</li><li>Developing and implementing policies and contingency plans to reduce and control risks and liabilities.</li><li>Preparing and presenting risk assessment reports and proposals.</li></ul>
<p>We are looking for an experienced Risk Manager to help strengthen operational risk oversight across a global manufacturing environment in Salt Lake City, Utah. This position plays a key role in identifying significant exposures, evaluating the effectiveness of control measures, and guiding practical strategies to reduce loss potential. The role works closely with operational, engineering, and commercial stakeholders to improve decision-making, support disciplined risk governance, and align insurance and mitigation approaches with organizational risk tolerance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the evaluation of material operational risks across global manufacturing activities, with a focus on high-consequence hazards and potential loss scenarios.</p><p>• Work with cross-functional leaders to identify key safeguards, assess whether they are functioning as intended, and recommend actions to strengthen control performance.</p><p>• Provide expert analysis on operational and insurable exposures to support decisions involving risk reduction, risk retention, and insurance strategy.</p><p>• Help maintain risk registers, reporting tools, and dashboards that give leadership clear visibility into emerging issues and overall risk trends.</p><p>• Contribute to stronger governance practices by supporting structured reviews, consistent documentation, and actionable risk insight for senior stakeholders.</p><p>• Partner with business and site leadership to integrate risk considerations into operating plans, capital projects, and broader strategic initiatives.</p><p>• Review control effectiveness and promote ongoing improvement efforts that reduce vulnerability and improve resilience across operations.</p><p>• Support enterprise efforts to manage major hazard risk by collaborating with operational and functional teams on prevention-focused risk practices.</p>
We are looking for a Risk Analyst to support risk oversight and reporting activities for an energy trading portfolio in San Diego, California. This position focuses on analyzing market exposure, validating trading activity, and helping ensure risk reporting reflects the economic reality of both standard and complex transactions. The role works closely with trading, settlements, scheduling, accounting, and operations teams to strengthen control processes and support informed decision-making.<br><br>Responsibilities:<br>• Analyze commodity positions and price exposure independently, producing clear reporting that supports policy compliance and aligns with established risk tolerance.<br>• Review market, operational, and reporting concerns, escalate exceptions promptly, and present practical recommendations to address identified issues.<br>• Perform daily reconciliation and validation of trading activity, pricing inputs, and system records to confirm accurate risk representation.<br>• Assess portfolio exposure across transactions and develop a strong understanding of key drivers affecting valuation and performance.<br>• Examine structured and non-standard deals to verify complete capture of economic terms and confirm valuations are accurately reflected in risk reporting.<br>• Compare deal valuations generated by risk systems with front-office expectations and investigate material differences to support accurate summaries.<br>• Prepare reconciliation analysis linking initial deal assessments with accounting outcomes to confirm reporting consistency and financial accuracy.<br>• Partner with settlement, scheduling, trading, and operations teams to coordinate profit and loss actualization and maintain end-to-end data integrity.<br>• Contribute to the design and enhancement of reporting tools and serve as a knowledgeable resource for trading and risk management systems, including support for accurate deal entry and valuation oversight.
<p><strong>Marketing Analytics Manager</strong></p><p><strong>Location:</strong> Dallas, TX 75244 (Hybrid)</p><p><strong>Duration:</strong> 3-Month Contract (40 hrs/week) with Extension and Potential for Conversion</p><p><strong>Start Date:</strong> ASAP </p><p><br></p><p>We are seeking a <strong>Marketing Analytics Manager</strong> to join a fast-paced agency environment supporting media analytics, reporting, and measurement initiatives across multiple client accounts. This role will focus on building and optimizing reporting environments, analyzing campaign performance, and delivering actionable insights that help drive strategic decisions. The ideal candidate will bring deep digital media analytics expertise, strong technical reporting skills, and experience working within an advertising agency setting. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li>Build, maintain, and quality-assure dashboards, reports, and data visualization environments.</li><li>Analyze digital media performance across platforms and transform complex datasets into clear, actionable business recommendations.</li><li>Partner with media, strategy, and client services teams to support reporting, measurement, and performance analysis needs.</li><li>Validate data accuracy, troubleshoot reporting issues, and ensure consistency across reporting environments.</li><li>Develop scalable measurement frameworks, KPI definitions, and reporting standards across client accounts.</li><li>Support cross-functional stakeholders by delivering insights that align campaign performance to business objectives.</li></ol>
<p>A growing consumer products company with strong brand recognition and a portfolio of products designed to enhance people's everyday lives<strong> </strong>is hiring an <strong>FP&A Manager in NYC</strong>. With a stable team, very little turnover, and a proven track record of innovation, our client is entering an exciting next phase of growth and maturity. Through strategic acquisitions and continued organic growth, the company has expanded its retail partnerships, distribution channels, revenue, and profitability. This momentum has created greater complexity and broader demands across the accounting and finance organization, particularly within FP&A.</p><p><br></p><p>Reporting directly to the <strong>CFO</strong>, this is a high-visibility opportunity for an experienced FP&A professional to help shape and influence the financial strategy of a growing business. The FP&A Manager will lead financial planning, forecasting, and performance analysis while partnering closely with leaders across Commercial, Operations, Marketing, Supply Chain, and Accounting.</p><p><br></p><p>The ideal candidate has experience operating in a similarly complex, high-growth environment and is comfortable balancing hands-on analysis with strategic business partnership. This is an opportunity for someone who enjoys being close to the business, can translate financial data into actionable insights, and wants to make a meaningful impact as the company scales through acquisition, expanded channels, and continued investment in its DTC business.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead annual budgeting, rolling forecasts, and long-term financial planning. </li><li>Develop financial models and scenario analyses to support pricing, volume, promotions, tariffs, and supply chain decisions. </li><li>Deliver monthly reporting, variance analysis, KPIs, and profitability insights to senior leadership. </li><li>Support M&A activities and enhance FP&A processes, models, dashboards, and reporting.</li></ul><p><br></p>
<p>We are looking for an experienced Financial Planning Analysis Manager to guide budgeting, forecasting, and performance analysis for a hospitality organization in Denver, Colorado. This role partners closely with business leaders to turn financial data into practical recommendations that support planning, accountability, and long-term growth. The ideal candidate brings strong modeling expertise, sound business judgment, and the ability to improve reporting processes through effective use of planning tools.</p><p><br></p><p>Benefits include PTO, health/vision/dental coverage, and more. </p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budgeting cycle and recurring forecast process, ensuring financial plans align with business priorities and operating goals.</p><p>• Build and maintain financial models that evaluate performance, support scenario planning, and inform strategic decision-making.</p><p>• Analyze operating results, identify key trends and variances, and present clear insights to leadership teams.</p><p>• Partner with cross-functional stakeholders to develop financial targets, monitor progress, and recommend corrective actions where needed.</p><p>• Prepare management reporting packages, dashboards, and presentations that communicate results in a concise and meaningful way.</p><p>• Oversee the use of Adaptive Insights and related planning tools to strengthen forecast accuracy and streamline financial reporting.</p><p>• Support broader corporate planning activities by consolidating inputs, validating assumptions, and improving the quality of financial analysis.</p>
<p>We are looking for a detail-oriented Risk Analyst - Operational to support fraud and transaction monitoring activities within a Financial Services environment in Blue Ash, Ohio. This Long-term Contract position focuses on reviewing system-generated alerts, examining account activity, and gathering information from internal and external sources to identify unusual transaction patterns. The ideal candidate brings strong analytical judgment, clear written communication, and the ability to work effectively in a fast-paced production setting with a hybrid schedule.</p><p> </p><p>Responsibilities:</p><p>• Review transaction monitoring alerts and evaluate activity that may indicate suspicious or fraudulent behavior.</p><p>• Investigate customer account activity by collecting and analyzing information from banking records and other relevant data sources.</p><p>• Document findings thoroughly and prepare clear written summaries to support risk-related decisions.</p><p>• Use Excel and other Microsoft Office tools to organize data, track case activity, and support research efforts.</p><p>• Apply sound judgment and critical thinking to identify patterns, assess risk, and escalate concerns when appropriate.</p><p>• Work within a high-volume environment while maintaining accuracy, consistency, and attention to detail.</p><p>• Participate in required onsite training during the initial weeks and follow the established hybrid work schedule thereafter</p>
We are looking for a detail-oriented Risk Analyst - Operational to support fraud and transaction monitoring activities within a Financial Services environment in Blue Ash, Ohio. This Long-term Contract position focuses on reviewing system-generated alerts, examining account activity, and gathering information from internal and external sources to identify unusual transaction patterns. The ideal candidate brings strong analytical judgment, clear written communication, and the ability to work effectively in a fast-paced production setting with a hybrid schedule.<br><br>Responsibilities:<br>• Review transaction monitoring alerts and evaluate activity that may indicate suspicious or fraudulent behavior.<br>• Investigate customer account activity by collecting and analyzing information from banking records and other relevant data sources.<br>• Document findings thoroughly and prepare clear written summaries to support risk-related decisions.<br>• Use Excel and other Microsoft Office tools to organize data, track case activity, and support research efforts.<br>• Apply sound judgment and critical thinking to identify patterns, assess risk, and escalate concerns when appropriate.<br>• Work within a high-volume environment while maintaining accuracy, consistency, and attention to detail.<br>• Participate in required onsite training during the initial weeks and follow the established hybrid work schedule thereafter.
We are looking for a Marketing Data Analyst to turn marketing and customer data into clear insights that strengthen campaign strategy and business decisions for a financial services organization in Troy, Michigan. This role combines reporting, audience analysis, market research, and cross-functional collaboration to improve marketing performance across multiple channels. The ideal candidate brings strong analytical ability, experience working with CRM or marketing data platforms, and a practical understanding of how data can support member-focused growth. <br> Responsibilities: • Serve as the internal expert on the CRM marketing data platform and related tools, helping the team maximize system capabilities and maintain reliable data usage practices. • Create, run, and verify database queries while routinely reviewing data quality to support accurate reporting and dependable campaign execution. • Combine internal financial services information with external and industry data sources to enrich analysis and strengthen marketing initiatives. • Produce recurring reports and dashboards that track campaign outcomes, brand indicators, referral activity, and performance across paid, earned, and owned channels. • Partner with campaign owners and business stakeholders to interpret results, identify trends, and recommend adjustments that improve marketing effectiveness. • Conduct primary and secondary research to support decisions related to brand positioning, product and service opportunities, pricing considerations, and member engagement strategies. • Build audience segments using first-party and third-party data, applying analytical methods to refine targeting for prospecting, onboarding, re-engagement, and automated marketing journeys. • Work with vendors, IT, and internal teams to gather insights, support testing strategies, monitor lead progression from initial response through conversion, and fulfill specialized reporting or research requests.
<p>benefits:</p><ul><li>hybrid</li><li>Comprehensive Medical, Dental & Vision Coverage</li><li>401k</li><li>paid time off</li></ul><p><br></p><p><strong>Growing regional service organization seeks a Finance Manager to join its team. Responsibilities include:</strong></p><p>• Drive budgeting, forecasting, and financial planning activities while supporting the continued expansion of the FP&A function</p><p>• Develop quarterly budget-to-actual reporting, conduct variance analysis, and assist with annual planning processes</p><p>• Collaborate with business intelligence and technology teams to improve reporting capabilities, data quality, and analytical insights</p><p>• Partner closely with accounting leadership to ensure accurate financial reporting, reconciliations, and interpretation of financial results</p><p>• Manage financial reporting calendars and support month-end and quarter-end analytical review processes, including flux analysis</p><p>• Enhance reporting tools and dashboards utilizing Power BI while supporting broader data and reporting initiatives</p>
We are looking for an experienced Financial Planning and Analysis Manager to join a growing global organization in Trevose, Pennsylvania. This hybrid opportunity is ideal for a finance leader who can connect detailed analysis with practical business decisions across operations, commercial activities, and executive planning. The role centers on building reliable forecasts, evaluating performance, and delivering insights that help leadership improve profitability and guide strategy.<br><br>Responsibilities:<br>• Direct the annual planning cycle, periodic forecasts, and monthly financial outlooks to support timely and informed business decisions.<br>• Create and refine financial models that evaluate business scenarios, strategic investments, and future performance expectations.<br>• Work closely with functional leaders to challenge assumptions, strengthen forecast accuracy, and align financial plans with operational realities.<br>• Review financial results, explain variances against plan, and highlight the underlying drivers affecting revenue, margin, and overall performance.<br>• Establish and monitor key financial and operational metrics, then translate findings into clear recommendations for management.<br>• Support recurring business reviews and prepare reporting packages for finance leadership, operational stakeholders, and executive teams.<br>• Partner with operations, supply chain, and commercial teams to identify opportunities for cost control, efficiency gains, and margin improvement.<br>• Contribute to working capital performance tracking and provide financial guidance on initiatives that improve cash flow and business results.<br>• Advance planning and reporting processes through standardization, automation, and stronger data integrity in collaboration with finance systems and IT teams.<br>• Provide analytical support for cross-functional initiatives, special projects, and coordination with joint venture finance stakeholders when needed.
<p>Our client is seeking a Risk Analyst to join a collaborative and growing team. This is an excellent opportunity for a risk, audit, or compliance professional who enjoys solving complex problems, partnering with business leaders, and helping strengthen an organization's control environment.</p><p><br></p><p>The ideal candidate will bring experience in internal audit, risk management, and internal controls.</p><p><br></p><p>What You'll Do</p><ul><li>Validate remediation efforts by reviewing supporting documentation and evidence to ensure corrective actions have been effectively implemented</li><li>Perform testing of internal controls and evaluate their design and operating effectiveness</li><li>Monitor and track audit findings, regulatory issues, and risk mitigation activities</li><li>Support internal and external audits, regulatory examinations, and compliance reviews</li><li>Partner with business units to identify, assess, and mitigate operational and compliance risks</li><li>Work closely with regulators, auditors, and leadership teams to address findings and recommendations</li><li>Analyze processes and controls, identifying opportunities for improvement and increased efficiency</li><li>Utilize risk, audit, and compliance systems to track activities, manage documentation, and enhance reporting</li><li>Assist with ongoing risk assessments and control monitoring initiatives</li></ul>
<p>Robert Half Finance & Accounting SVP Carol Nichols is partnering with a large organization that is investing heavily in its finance function as it evolves its strategy, structure, and operations. As part of this transformation, the company is building a new Corporate FP&A and Strategy team and is seeking an FP&A Manager to help build the function from the ground up.</p><p><br></p><p>This is more than a traditional FP&A role. You'll join at a pivotal time and help shape planning, forecasting, reporting, analytics, and decision support processes that will influence the company's future direction. Working closely with executive leadership, Operations, Accounting, and business unit leaders, you'll provide insights that drive performance, support strategic initiatives, and improve financial visibility across the organization. My client offers a hybrid work schedule, beautiful new offices, competitive compensation, annual bonus potential, and excellent benefits.</p><p><br></p><p>Responsibilities</p><ul><li>Lead annual budgeting, forecasting, and long-range planning processes.</li><li>Develop financial models, forecasts, analyses, and management reporting.</li><li>Partner with Operations, Accounting, and business leaders to evaluate performance and identify opportunities.</li><li>Prepare executive-level reporting that highlights business results, risks, opportunities, and key drivers.</li><li>Analyze financial and operational trends, variances, and performance metrics.</li><li>Help establish and improve FP&A processes, reporting, systems, and analytical tools.</li><li>Develop KPIs and dashboards to improve visibility into business performance.</li><li>Support strategic initiatives, business cases, capital allocation decisions, and enterprise-wide planning efforts.</li><li>Build relationships with senior leadership and serve as a trusted business partner.</li><li>Contribute to the development of a scalable FP&A infrastructure that supports continued growth.</li><li>Lead special projects and high-impact analyses that influence strategic decision making.</li></ul><p>Why This Opportunity Stands Out</p><p>This is a rare opportunity to help build a best-in-class FP&A function from the ground floor. If you enjoy partnering with leadership, influencing strategy, solving complex business problems, and creating processes that drive results, this role offers exceptional visibility and career growth.</p>
<p>Robert Half Finance & Accounting and Kevin Sweet have partnering with a large organization that is making a significant investment in its finance group that is evolving its strategy, structure and operations. As part of this evolution, the company is building a brand-new Corporate Financial Planning & Analysis and Strategy Group and is seeking an accomplished Financial Planning & Analysis Manager to join this newly created team. <strong>Build. Influence. Transform.</strong></p><p><br></p><p>This is much more than a traditional FP&A role. You’ll be joining at a pivotal point in the organization’s evolution, with the opportunity to help build processes, develop reporting, shape planning and forecasting, and provide financial insights that influence enterprise-wide decisions.</p><p><br></p><p>The team will operate at the center of the organization, partnering closely with executive leadership, Operations, Accounting, and business unit leaders to evaluate performance, identify opportunities, allocate resources, and support the company’s strategic direction.</p><p><br></p><p>My client offers a hybrid work schedule, has beautiful new offices, offers a competitive annual salary, annual bonus and benefits.</p><p><br></p><p>For confidential consideration and further details about this unique and ground floor opportunity, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead and support the annual budgeting, forecasting, and long-range planning processes across the organization.</li><li>Develop and enhance financial models, forecasts, analyses, and management reporting used to support strategic decision-making.</li><li>Partner with Operations, Accounting, and business unit leaders to understand business performance, identify trends, and translate financial results into actionable insights.</li><li>Develop and deliver financial analysis and executive-level reporting that clearly communicates business performance, risks, opportunities, and key drivers.</li><li>Analyze financial and operational results to identify trends, variances, opportunities, and areas for improvement.</li><li>Help establish and improve FP&A processes, systems, reporting, and analytical tools as the new corporate function evolves.</li><li>Develop meaningful KPIs and performance metrics to improve visibility into business and financial performance.</li><li>Partner with leadership on strategic initiatives, business cases, capital allocation, and other enterprise-wide financial decisions.</li><li>Build strong relationships with senior leaders and serve as a trusted financial advisor to the business.</li><li>Help create a scalable FP&A infrastructure that supports the company’s continued growth and transformation.</li><li>Take on complex, high-impact projects where financial analysis and business insight can influence the future direction of the organization.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>If you’ve been looking for an FP&A opportunity where your work goes beyond producing reports and forecasts—where you can influence strategy, work directly with executive leadership, solve complex business problems, and help build something new—this could be the opportunity you’ve been waiting for.</p>
<p><em> The salary range for this position is $150,000-$200,000 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>Want to be with a company that will ensure you get to enjoy your time off? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Support the financial planning, reporting, and budgeting processes across the company's portfolio of businesses</li><li>Partner with key business leads to lead the budget, planning, and forecast formulation and execution</li><li>Generate monthly, quarterly and yearly reporting insights by gathering and analyzing data as well as actuals/projection variances</li><li>Identify relevant trends and key variance drivers. Advise leadership of opportunities and risk impacting the firm</li><li>Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions</li><li>Develop credibility and build partnerships with the accounting team and other key stakeholders across the company to facilitate efficiency, knowledge sharing, and opportunities for process improvement</li></ul><p><br></p>
We are looking for a Financial Planning & Analysis Manager to lead core finance activities and provide meaningful business insight for company leadership in Golden, Colorado. This role combines hands-on ownership of accounting operations with strategic planning responsibilities, helping ensure accurate reporting, disciplined forecasting, and informed decision-making. The ideal candidate brings strong analytical capability, leadership experience, and the ability to improve processes in a dynamic environment.<br><br>Responsibilities:<br>• Collaborate with executive and operational leaders to evaluate performance, support strategic priorities, and guide financial decision-making across the business.<br>• Direct the monthly close cycle, including coordination of intercompany activity, to ensure complete, accurate, and timely financial results.<br>• Produce and review monthly, quarterly, and annual financial reports, delivering clear analysis of business trends, profitability, and key performance drivers.<br>• Lead the annual budgeting process and manage recurring forecasts for revenue, shipments, cash collections, profit and loss, and working capital.<br>• Prepare account reconciliations and validate financial data integrity to support reliable reporting and compliance requirements.<br>• Oversee finance and accounting activities such as accounts payable, accounts receivable, general ledger management, and day-to-day departmental operations.<br>• Strengthen and refine financial processes, internal controls, capital spending oversight, and commercial agreement review to improve efficiency and governance.<br>• Supervise, coach, and develop finance team members by setting expectations, providing feedback, and supporting performance growth.<br>• Deliver regular reporting on orders and shipments and present monthly financial performance analysis to management.<br>• Contribute to additional finance projects and business initiatives as needed.
<p>We are looking for a strategic Financial Planning & Analysis Manager to support a growing organization. The FP&A Manager will shape core planning and reporting processes, turning financial and operational data into clear guidance for leadership. The role is well suited for someone who can balance detailed analysis with broader business perspective while helping build a scalable FP&A function that supports profitable growth.</p><p><br></p><p>Responsibilities:</p><p>• Direct the companywide budget cycle and produce forward-looking financial plans across the income statement, balance sheet, and cash flow statement.</p><p>• Maintain monthly forecasting models that reflect business performance, operational assumptions, and changing market conditions.</p><p>• Work closely with sales and operations planning partners to align financial outlooks with production, demand, and supply inputs.</p><p>• Provide leadership stakeholders with meaningful analysis, scenario evaluation, and recommendations to support strategic and day-to-day decisions.</p><p>• Create reporting that measures gross margin performance across products and customers to highlight trends and improvement opportunities.</p><p>• Review customer rebate programs and sales commission activity to ensure accurate tracking and insightful performance analysis.</p><p>• Oversee reporting related to capital spending and monitor investment activity against approved plans.</p><p>• Evaluate commodity cost exposure, including copper-related impacts, and summarize potential financial effects for the business.</p><p>• Prepare and update a rolling cash flow view to support liquidity planning and short-term decision-making.</p><p>• Serve as the internal Power BI expert, enhancing dashboards, reporting tools, key performance metrics, and ad hoc financial analysis capabilities.</p>
We are looking for an experienced Financial Planning & Analysis Manager to support high-impact business decisions through timely analysis, forecasting, and financial insight. This role is based in Baton Rouge, Louisiana, and is ideal for someone who thrives in a fast-moving engineering environment where leaders rely on clear, accurate reporting. The successful candidate will turn complex data into practical recommendations and help guide planning across multiple business needs.<br><br>Responsibilities:<br>• Lead budgeting, forecasting, and long-range planning activities to support operational and strategic objectives.<br>• Build and refine financial models that evaluate performance, test assumptions, and inform leadership decisions.<br>• Deliver recurring and ad hoc analysis for stakeholders who require financial data presented from multiple business perspectives.<br>• Create dashboards and reporting tools in Power BI or Tableau to improve visibility into key financial and operational metrics.<br>• Partner with cross-functional leaders to explain trends, highlight risks, and identify opportunities for improved results.<br>• Prepare executive-level presentations and summaries that translate detailed financial information into actionable insights.<br>• Strengthen reporting processes and introduce more efficient methods for gathering, validating, and analyzing financial data.<br>• Support the development of newly established FP&A practices, frameworks, and performance reporting standards within the function.
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>We are looking for a Financial Planning & Analysis Manager to lead high-impact planning and performance management efforts for a growing technology-focused organization in Redmond, Washington. This role will shape financial direction by partnering with senior leaders, building decision-ready analysis, and strengthening planning processes across the business. The ideal candidate brings strong modeling capability, sound business judgment, and the ability to turn complex data into clear recommendations that support strategic and operational goals.</p><p><br></p><p>Responsibilities:</p><p>• Guide company-wide budgeting, forecasting, and long-range planning activities to support business priorities and financial performance.</p><p>• Advise senior leadership with meaningful financial insights, scenario analysis, and recommendations that inform key decisions.</p><p>• Develop and refine financial models that connect business strategy to measurable outcomes, investment choices, and performance indicators.</p><p>• Evaluate forecasts, assumptions, and business cases to identify risk, uncover opportunities, and improve decision quality.</p><p>• Establish consistent FP&A practices, reporting rhythms, and analytical standards across teams and business units.</p><p>• Partner with leaders in operations, sales, marketing, research and development, human resources, and supply chain to improve financial discipline and business results.</p><p>• Deliver analysis that supports pricing decisions, capital allocation, margin improvement, cost optimization, and productivity initiatives.</p><p>• Enhance reporting and analytics capabilities by identifying process improvements that increase accuracy, speed, and business value.</p><p>• Present financial concepts and performance trends in a clear, practical way for stakeholders with varying levels of financial expertise.</p><p><br></p><p>The salary range for this position is $130,000 to $165,000 + discretionary bonus.</p><p><br></p><p>Benefits:</p><ul><li>Shared cost medical, dental, and vision insurance</li><li>401(k) with 5% match</li><li>Health Savings Account (HSA) and Flexible Spending Account (FSA)</li><li>Short-term and long-term disability</li><li>Life insurance</li><li>3 weeks PTO</li><li>Washington State paid sick time (about 6.5 days)</li><li>9 paid holidays</li><li>4 floating holidays</li></ul>
<p>We are looking for an experienced Financial Planning & Analysis Manager to join a finance team located in the Greater Philadelphia Region in a contract-to-permanent capacity. This role will play a central part in planning, forecasting, performance analysis, and operational decision support across the business. The ideal Financial Planning & Analysis Manager candidate brings strong analytical depth, excels in cross-functional collaboration, and can turn financial results into practical recommendations for leadership. Success in this position requires comfort working in a fast-moving environment and partnering with both internal stakeholders and joint venture finance teams.</p><p><br></p><p>What you get to do every single day:</p><p>• Direct company budgeting cycles, recurring forecasts, and monthly financial outlook activities for assigned areas of the business.</p><p>• Build and refine financial models that support strategic planning, scenario evaluation, and broader business decision-making.</p><p>• Collaborate with department leaders to review assumptions, strengthen forecast reliability, and align financial plans with operational goals.</p><p>• Partner with joint venture stakeholders during close activities to review results, explain variances, and support performance discussions against plan.</p><p>• Track and consolidate business metrics and financial indicators, highlighting trends and drivers that influence results.</p><p>• Prepare reporting and insights for monthly business reviews, offering recommendations to finance and operational leadership.</p><p>• Work closely with operations and commercial teams to identify margin improvement, cost control, and productivity opportunities.</p><p>• Support working capital analysis, operational performance monitoring, and finance needs tied to joint venture activities.</p><p>• Advance reporting and planning processes through standardization, automation, and coordination with finance systems and IT teams.</p><p>• Contribute as a finance partner across accounting, supply chain, sales, HR, and other functions while assisting with special projects as needed.</p>
<p>We are looking for an accomplished, detail-oriented Business Risk Officer within a banking environment. This role serves as a key advisor to business leaders by strengthening controls tied various business units of the bank. The ideal candidate brings deep financial services expertise and can turn complex risk considerations into practical guidance that supports responsible growth.</p><p><br></p><p>Responsibilities:</p><p>• Guide first-line risk activities initiatives, ensuring business objectives are supported by effective governance and controls.</p><p>• Partner with leaders across the bank functions to identify exposures and embed risk awareness into planning and execution.</p><p>• Design, evaluate, and enhance control frameworks related to specific business initiatives.</p><p>• Advise on regulatory, operational, and reputational risk matters by translating requirements into clear, actionable recommendations for stakeholders.</p><p>• Oversee risk assessments, control reviews, and remediation planning to address gaps in processes.</p><p>• Monitor performance through meaningful metrics and reporting that highlight control effectiveness, emerging issues, and progress on action plans.</p><p>• Support compliance reviews, examinations, and risk program activities by preparing documentation and coordinating responses across business teams.</p><p>• Drive process improvements that strengthen governance, streamline execution, and improve consistency across front-line risk practices.</p>
<p><strong>Risk and Compliance Analyst </strong></p><p> </p><p>A client of is looking for a Risk and Compliance Analyst for a contract role. The Risk & Compliance Analyst supports the organization’s compliance program by managing policy governance, regulatory compliance processes, and risk mitigation initiatives. This role plays a key part in maintaining ethical standards, administering disclosure programs, supporting data privacy efforts, and driving compliance training and communication strategies across the organization. </p><p><br></p><p><strong>Responsibilities of Risk and Compliance Analyst </strong></p><ul><li>Manage the Code of Conduct lifecycle including updates, publishing, training coordination, and communication efforts</li><li>Maintain and oversee corporate policy inventory, partnering with stakeholders to draft, review, and update policies</li><li>Administer compliance disclosure processes including conflict of interest and gifts & entertainment reporting, ensuring proper documentation and escalation when needed</li><li>Develop and deliver compliance training programs and awareness materials for domestic and international audiences</li><li>Support data privacy initiatives in partnership with internal stakeholders, including regulatory compliance efforts related to applicable U.S. privacy laws</li><li>Perform compliance data analysis to identify trends, support investigations, and generate insights for leadership</li><li>Assist with risk assessments, third-party due diligence reviews, and compliance-related audits</li><li>Collaborate cross-functionally with Legal, HR, IT, and business teams on policy implementation and process improvements</li><li>Support employee engagement initiatives that reinforce a culture of ethics, integrity, and accountability</li><li>Provide support on special projects and additional compliance initiatives as assigned</li></ul><p><br></p>
<p>Portland area hybrid role! Must be located in the Portland metro area</p><p>Sue Sumrell is recruiting for a Cost Accounting Manager for a market-leading manufacturer. This role will optimize costing processes, strengthen financial controls, and influence business decisions across multiple production facilities. This is a newly created, highly visible role with direct exposure to senior finance leadership and significant opportunity to make an impact.</p><p><br></p><p>What You'll Do</p><p>• Lead cost and inventory accounting in a complex manufacturing environment</p><p> • Analyze manufacturing variances, yields, labor, overhead, and inventory performance</p><p> • Drive process improvements and ERP optimization initiatives</p><p> • Partner with operations, supply chain, and finance leaders to improve profitability</p><p> • Build scalable costing processes and strengthen internal controls</p><p> • Support strategic growth across a large, multi-site operation</p><p><br></p><p>Why Consider It?</p><p>🚀 Newly created role with the opportunity to shape the function</p><p> 🏭 Work closely with executive leadership and operations teams</p><p> 📈 Join a growing organization investing in systems and process improvement</p><p> 💰 Strong compensation and exceptional benefits</p><p><br></p><p>Please contact Sue Sumrell and email your resume directly to [email protected]</p>