<p>Protiviti Engagement- Contract Role </p><p>We are partnering with a confidential financial services client undergoing a transition in waterfall payment modeling and CLO conversion. To support this initiative, we are expanding the project team with skilled CLO Modelers and Reporting Analysts.</p><p><br></p><p>• Reporting Analyst (3-5 years' experience)</p><p>• CLO Modeler (3–5 years' experience)</p><p><br></p><p>What You’ll Do</p><p>• Support the transition of complex payment waterfalls into automated systems</p><p>• Convert Collateralized Loan Obligations (CLOs) into modeled structures</p><p>• Collaborate closely with Relationship Management teams as responsibilities shift</p><p>• Deliver clear, intuitive reporting using BI tools and reporting engines</p><p>• Conduct due diligence on loan portfolios, including CLO structures</p><p>• Analyze and evaluate credit risk models to ensure alignment with regulatory and organizational standards</p><p>• Develop and implement strategies to optimize leveraged loan and credit risk frameworks</p><p>• Monitor and enhance risk management processes to improve efficiency and compliance</p><p>• Provide insights and recommendations to strengthen credit and loan risk practices</p><p>• Lead workflow improvements and support data‑driven decision‑making across the risk management function</p><p><br></p><p>Skills We’re Looking For</p><p>• CDO Suite expertise (required for CLO Modelers)</p><p>• Strong SQL and Excel proficiency</p><p>• Experience with reporting engines and BI tools</p><p>• Knowledge of CLOs or structured credit products (strong plus)</p><p>• Background in financial modeling, credit risk, or structured loan analysis</p><p><br></p><p>Locations</p><p>• Charlotte, NC (Hybrid Onsite) - Atlanta and Greensboro can also work. </p><p>• Remote option available for experienced CLO Modelers</p><p><br></p><p>Timeline</p><p>• Duration expected to span 6–8 months</p><p>• Target start date: March </p><p><br></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 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.
We are looking for an experienced Risk Manager to join our team in Bloomington, Minnesota. In this role, you will play a pivotal part in managing counterparty systems and processes, ensuring they align with business objectives and regulatory standards. This is a long-term contract position offering the opportunity to collaborate with stakeholders and contribute to enhancing operational efficiency and reporting accuracy.<br><br>Responsibilities:<br>• Monitor and oversee updates and enhancements to the Counterparty Application, ensuring alignment with business priorities.<br>• Coordinate requirements for system integrations with platforms such as LauraMac, Vesta, and BeSmartee, ensuring seamless implementation.<br>• Maintain and update Counterparty process documentation to reflect evolving system requirements and integrations.<br>• Develop and manage operational tools, including manual guides, to streamline team workflows across multiple systems.<br>• Support the creation and refinement of Power BI reports by mapping data fields and ensuring consistency with reporting templates.<br>• Assist in establishing a comprehensive glossary for the Counterparty Application, defining rules and filters to enhance data governance.<br>• Act as a liaison between business stakeholders and technology teams to prioritize and implement system improvements.<br>• Provide analytical support for reporting initiatives, ensuring accurate data alignment and visualization.<br>• Perform additional tasks as needed to support the Counterparty team’s operational goals.
<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>We are looking for a detail-oriented Risk Analyst to join our team in North Dallas, Texas. This role is vital in ensuring compliance with insurance, bonding, and licensing requirements across various projects. The ideal candidate will excel in analyzing financial data and managing documentation to maintain regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Ensure compliance with insurance requirements by reviewing contracts and certificates of coverage.</p><p>• Assess subcontractor insurance and compliance documentation to verify adherence to standards.</p><p>• Manage commercial insurance compliance, including general liability and casualty coverage.</p><p>• Coordinate with insurance brokers to obtain certificates, endorsements, and renewal documents.</p><p>• Assist with bond requests and evaluate contract values to ensure proper coverage.</p><p>• Oversee licensing applications, renewals, and compliance documentation for business and city requirements.</p><p>• Process certificate requests by reviewing contracts, assessing subcontractor compliance, and managing related invoices.</p><p>• Collaborate with divisions, controllers, and project teams to address compliance needs effectively.</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.
We are looking for a skilled Marketing Analyst to join our team in New York, New York. In this long-term contract position, you will play a pivotal role in shaping data-driven marketing strategies and delivering actionable insights across a diverse brand portfolio. The ideal candidate will thrive in a collaborative environment, working closely with cross-functional teams to optimize media investments and measurement frameworks.<br><br>Responsibilities:<br>• Lead the development and execution of a comprehensive learning and measurement strategy for various brands.<br>• Design and implement robust in-market test plans, including media mix, channel effectiveness, creative impact, and audience segmentation.<br>• Analyze complex test data and translate findings into strategic recommendations for senior stakeholders.<br>• Act as a liaison between media investment, data science, and strategy teams to ensure smooth execution of testing initiatives.<br>• Collaborate with econometrics-focused teams to validate and enhance marketing mix modeling insights.<br>• Oversee multiple test-and-learn initiatives simultaneously, managing timelines, deliverables, and reporting outcomes.<br>• Provide guidance on transitioning to advanced measurement frameworks, moving beyond traditional attribution models.
<p>We are looking for a skilled Marketing Analyst to join our team on a contract basis in New Jersey. In this role, you will play a crucial part in transforming customer data into actionable insights, enabling strategic decision-making and enhancing customer experiences. This position offers the opportunity to collaborate across departments and leverage your analytical expertise to drive meaningful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Analyze large datasets from various sources, such as customer surveys, operational metrics, and feedback channels, to uncover insights and trends.</p><p>• Map and evaluate customer journeys to identify friction points and opportunities for improvement.</p><p>• Apply advanced statistical methods and tools, including AI and Natural Language Processing, to conduct sentiment analysis and root cause evaluations.</p><p>• Develop and maintain dashboards and visualizations using tools like Tableau to monitor customer experience metrics.</p><p>• Translate complex data into compelling narratives and presentations that resonate with both technical and non-technical audiences.</p><p>• Partner with cross-functional teams to share findings, develop action plans, and measure the effectiveness of customer-focused initiatives.</p><p>• Advocate for a customer-centric approach by presenting data-driven insights to stakeholders and leadership.</p><p>• Gather and align business requirements to ensure analytical efforts support organizational goals.</p><p><br></p><p>02720-0013386357</p><p><br></p>
<p>We are looking for a Vendor Management Analyst to join our team in Bedford, NH, on a long-term contract basis. In this role, you will oversee the evaluation and management of third-party vendors to ensure compliance with industry regulations and organizational standards. This position offers an excellent opportunity to work within the banking sector, collaborating with stakeholders and addressing vendor-related risks to maintain operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough due diligence and regular reviews of third-party vendors to ensure adherence to compliance standards.</p><p>• Collaborate with the Risk & Compliance team to align third-party risk management practices across the organization.</p><p>• Assess vendor-related risks and provide recommendations to mitigate potential issues.</p><p>• Build and maintain strong relationships with external vendors and internal teams to facilitate smooth operations.</p><p>• Prepare detailed reports and presentations on vendor performance, risk assessments, and compliance findings for leadership review.</p><p>• Monitor vendor activities to identify and address fraud-related risks.</p><p>• Implement anti-money laundering (AML) practices and ensure vendors comply with regulatory requirements.</p><p>• Perform compliance risk assessments and evaluate vendor adherence to FFIEC guidelines.</p><p>• Develop strategies to identify and prevent potential fraud in vendor activities.</p><p>• Support issue resolution processes by coordinating with vendors and internal departments.</p>
<p>Mid to large company is seeking a FP&A Manager due to growth. Reporting to the CFO, duties include: forecasting, projections, analysis, cash flow projections, maintaining several spreadsheets, merger and acquisitions, assist in financial statement prep, other projects as assigned. This will be a hybrid position with lots of flexibility. </p><p><br></p>
<p><strong>Manager of Financial Planning and Analysis</strong></p><p><strong>Salary $125,000 - $140,000 and stretch to $160,000 for the right candidate </strong></p><p><strong>HYBRID work schedule: Work 2 days a week from home</strong></p><p><strong>RECRUITER CONTACT: Duane.Sauer@Roberthalf com</strong></p><p><br></p><p>Manager of Financial Planning and Analysis</p><p><br></p><p>REFERENCE DS0013384893</p><p><br></p><p>Large organization is hiring for a Manager of Financial Planning and Analysis to work in an evolving and collaborative work environment. </p><p><br></p><p>The hands-on Manager of Financial Planning and Analysis is responsible for preparation and analysis of budgets for multiple cost centers, creating a top-notch department that can attract, develop and retain high potential analysts, collaboration and presenting to divisions heads and prepare forecasts and perform complex financial analysis. </p><p><br></p><p>Minimum requirements include a BS in Accounting or Finance, MBA or CPA a plus, 8+ yrs. diverse FP&A experience, strong analytical skills and a core understanding of GAAP financial statements. Any experience in the Healthcare space a plus. </p><p><br></p><p>Base salary range of $125,000 - $140,000 and potential to $160,000 DOE plus great benefits and PTO. </p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, email your resume as a word document to Duane E. Sauer, CPA at Duane.Sauer@Roberthalf com or reach out to him on LinkedIn and reference DS0013384893</p><p><br></p><p>Do not “Apply” </p><p><br></p><p>For quicker consideration please email Duane directly at Duane.Sauer@RobertHalf com vs. “applying” or contact him via LinkedIn. </p><p><br></p><p>Email duane.sauer@roberthalf com</p><p><br></p><p>Duane Sauer</p>
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.
We are looking for an experienced Financial Planning & Analysis Manager to join our team in Grand Rapids, Michigan. In this role, you will be responsible for driving financial strategy, improving reporting accuracy, and enhancing decision-making processes across the organization. This position offers the opportunity to lead critical financial initiatives and collaborate with various departments to support the company's growth and operational goals.<br><br>Responsibilities:<br>• Oversee monthly financial close processes, ensuring efficiency and delivering insightful analysis and commentary.<br>• Develop and maintain comprehensive financial reporting that supports strategic decision-making and operational improvements.<br>• Lead treasury management activities, including payment processing and credit card program oversight.<br>• Collaborate with the President to prepare annual budgets, forecasts, and divisional profit and loss statements.<br>• Streamline accounting and finance documentation processes to enhance accuracy and efficiency.<br>• Conduct equipment costing reviews, analyze variances, and document findings to provide actionable insights.<br>• Manage inventory accounting and ensure accurate tracking and reporting.<br>• Improve invoicing and expense reporting workflows for the service team to increase operational efficiency.<br>• Create and maintain cash forecasting tools to monitor weekly and monthly financial needs.<br>• Assess and plan for future labor and leadership requirements within the accounting and finance function.
<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 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>Our valued client is seeking a <strong>Financial Planning & Analysis (FP&A) Manager</strong> to join its NYC Finance team.</p><p> </p><p>This nonprofit is leading a bold movement to expand opportunity and access for high school students. As a business partner and key collaborator, finance plays a central role in turning that vision into measurable impact. Reporting directly to the COO, the FP&A Manager will shape how resources are deployed, how growth is funded, and how leadership makes mission-critical decisions.</p><p> </p><p>It's a hybrid position (3 days onsite) offering the rare opportunity to pair financial leadership with meaningful community impact. The organization offers exceptional benefits in addition to a compassionate, support work environment.</p><p> </p><p><strong><u>Position Overview:</u></strong></p><p>· Serve as a strategic financial partner to senior leadership, leading annual budgeting, forecasting, and multi-year planning</p><p>· Build dynamic financial reports and executive dashboards to translate data into clear insights for decision-making and board reporting</p><p>· Analyze revenue, spending, and grant activity to identify trends, mitigate risk, and drive operational efficiency across the organization</p><p>· Partner cross-functionally and strengthen financial infrastructure</p>
<p>We are looking for a motivated and experienced Manager, Risk & Assurance to join a dynamic team in the financial services industry. This role focuses on conducting comprehensive risk assessments, operational reviews, and process improvement initiatives to enhance governance and efficiency. As a contract-to-permanent position based in Dallas, Texas, it offers hybrid work flexibility, long-term career growth opportunities, and direct exposure to senior leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee operational, financial, and compliance review projects, ensuring thorough analysis and actionable outcomes.</p><p>• Design project scopes, perform risk assessments, and develop tailored procedures to address identified risks.</p><p>• Evaluate business processes and recommend control enhancements to improve efficiency and governance.</p><p>• Present findings and strategic recommendations to senior leadership in a clear and impactful manner.</p><p>• Apply detail-oriented auditing standards and leverage sound business judgment throughout all engagements.</p><p>• Collaborate with cross-functional teams and build strong relationships with stakeholders.</p><p>• Drive continuous improvement efforts, incorporating data analytics and emerging auditing tools.</p><p>• Provide advisory support to strengthen organizational risk management strategies.</p><p>• Ensure adherence to compliance requirements while maintaining a focus on operational enhancement.</p><p>• Utilize expertise in risk management frameworks, due diligence, and anti-money laundering practices.</p>
<p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
We are looking for an experienced Financial Modeling Manager to join a dynamic company in Denver, Colorado. In this role, you will oversee advanced financial planning and analysis, providing key insights to support business decisions and strategic goals. This position requires strong leadership skills and a deep understanding of corporate financial strategies.<br><br>Responsibilities:<br>• Lead the development and implementation of comprehensive financial models to support strategic decision-making.<br>• Analyze financial data and trends, identifying opportunities for cost optimization and revenue growth.<br>• Collaborate with cross-functional teams to align financial strategies with organizational objectives.<br>• Oversee corporate financial planning processes, ensuring accurate forecasting and budgeting.<br>• Utilize Adaptive Insights to efficiently manage and report on financial data.<br>• Present complex financial analyses and insights to senior management in a clear and actionable manner.<br>• Manage the preparation of detailed reports on financial performance, providing recommendations for improvement.<br>• Ensure compliance with industry regulations and company policies in all financial activities.<br>• Mentor and guide entry level team members, fostering growth and development with attention to detail.<br>• Drive continuous improvement in financial processes and systems to enhance efficiency.
<p>Partnering with a growing, publicly traded company in Denver, CO seeking a Financial Modeling Manager. </p><p>This is a great opportunity with benefits including a hybrid work schedule, medical/dental/vision benefits, retirement benefits and PTO/paid holidays.</p><p><br></p><p>The responsibilities for the Financial Modeling Manager include...</p><ul><li>financial modeling design and oversight</li><li>financial analysis</li><li>supporting continuous improvement projects</li><li>supporting the publication of SEC filing documents</li><li>developing cost models</li><li>and more </li></ul>
<p>Our client is a prominent organization within the manufacturing industry, specializing in advanced mobility, propulsion, and drive train technology. Known for engineering excellence, they provide highly reliable and efficient systems designed to perform in demanding environments. With a workforce of more than 500 across multiple sites in Michigan, Ohio, and Indiana, the company has established a reputation for supporting its community and continuing to innovate within the industry. This leadership role is pivotal in optimizing financial performance and supporting strategic business decisions. Acting as a crucial partner to senior management, the FP&A Manager will deliver key financial insights, forecasts, and analytics for operational efficiency and sustainable growth. The role oversees budgeting, forecasting, and financial reporting functions across the organization.</p><p><br></p><p><strong>For immediate inquiries please contact Katie Ruger on LinkedIn or call 616-600-8734!</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and coordinate annual budgeting, quarterly forecasting, and long-term planning processes.</li><li>Deliver comprehensive financial analysis, variance reports, and performance metrics to support business and program leaders.</li><li>Collaborate with operations, contracts, and program teams to ensure accurate financial tracking and adherence to relevant regulations.</li><li>Develop and maintain advanced financial models for pricing strategies and cost analysis.</li><li>Prepare and present financial outcomes, trends, and strategic recommendations to executive leadership.</li><li>Support internal and external audits to ensure compliance with applicable accounting standards and policies.</li><li>Drive process improvements to enhance efficiency and accuracy in financial planning and reporting.</li><li>Work with cross-functional teams to ensure that financial reporting aligns with business execution and contractual requirements.</li><li>Submit periodic forecasts and financial updates to the corporate headquarters.</li></ul><p><br></p>
We are looking for a skilled Financial Planning & Analysis Manager to oversee and optimize our organization's capital program in Lewisville, Texas. This role is pivotal in managing capital investments, strengthening financial governance, and delivering accurate reporting to support strategic decision-making. The ideal candidate will collaborate across teams to ensure compliance, enhance operational efficiency, and drive the development of impactful financial tools and processes.<br><br>Responsibilities:<br>• Lead the financial management of the organization's capital portfolio, including budgeting, forecasting, and variance analysis.<br>• Track and monitor monthly capital expenditures, ensuring alignment with approved budgets.<br>• Provide financial expertise to project managers and leadership teams to guide capital investment decisions.<br>• Oversee the capital planning and approval process, ensuring compliance with internal policies and delegated authority requirements.<br>• Develop and deliver detailed reporting, dashboards, and analytics to provide visibility into capital spend and project performance.<br>• Enhance reporting processes by automating workflows and creating standardized procedures.<br>• Conduct financial modeling to assess project outcomes and long-term investment impacts.<br>• Prepare presentations for executive and board-level discussions, highlighting trends, risks, and actionable recommendations.<br>• Maintain robust internal controls to ensure adherence to financial policies and governance standards.<br>• Collaborate with cross-functional teams, including audit, procurement, and legal, to strengthen compliance and readiness for reviews.
<p>Robert Half is partnering with a growing multi-state organization that is looking to hire a Financial Planning & Analysis Manager to oversee budgeting, forecasting, and strategic financial planning for our organization. This role requires an experienced, detail-oriented individual with a strong ability to analyze financial data, provide actionable insights, and communicate findings to leadership teams. The ideal candidate will possess exceptional analytical skills and a proven track record in financial planning within a complex, multi-unit environment. For more information on this position, please reach out to Lisa Cole at 916-649-0832. </p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of annual budgets and long-term financial plans for operations and expenses.</p><p>• Create and refine predictive forecasting models to support multiple functional areas and organizational goals.</p><p>• Analyze and report monthly, quarterly, and annual financial results, highlighting variances against budgets and providing actionable recommendations.</p><p>• Collaborate with department leaders to establish and monitor key performance indicators (KPIs) and provide periodic updates to internal stakeholders.</p><p>• Conduct deep-dive analyses to identify cost-saving opportunities and drive strategic decision-making.</p><p>• Prepare ad-hoc financial reports and performance analyses to support special projects and executive decision-making.</p><p>• Continuously improve financial systems, processes, and tools to enhance forecasting accuracy and reporting efficiency.</p><p>• Implement business intelligence tools and dashboards to provide real-time financial insights.</p><p>• Partner with accounting and other departments to ensure accurate and timely quarterly and annual reporting.</p><p>• Drive initiatives to optimize financial systems and maintain compliance with public company reporting requirements.</p>
<p>Robert Half is currently recruiting for an experienced Financial Planning & Analysis Manager to lead key financial processes and drive business insights for our organization. Located in Vonore, Tennessee, this role requires a strategic thinker who excels in financial modeling, forecasting, and analysis to support decision-making and improve operational performance. The ideal candidate will have a strong command of financial systems and tools, coupled with the ability to communicate complex data effectively.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial planning activities, including budgeting, forecasting, and variance analysis.</p><p>• Develop and maintain complex financial models to support business decisions and strategic initiatives.</p><p>• Analyze key performance indicators (KPIs) and deliver actionable insights to stakeholders.</p><p>• Create and manage reports for financial analysis, ensuring accurate and timely data delivery.</p><p>• Collaborate with cross-functional teams to align financial goals with organizational objectives.</p><p>• Utilize Adaptive Insights and NetSuite financial modules to enhance reporting and analysis capabilities.</p><p>• Conduct ad hoc financial analyses to address specific business challenges and opportunities.</p><p>• Monitor sales forecasts and provide recommendations to optimize business performance.</p><p>• Support executive leadership with detailed financial reporting and scenario planning.</p><p>• Identify opportunities for process improvement within financial operations and reporting systems.</p><p><br></p><p>A degree in finance or accounting is required. Manufacturing experience is required. The position is 100% onsite and will require someone to live in and around the Knoxville area. For immediate consideration please contact Lisa Coker at 865-370-2084 to set up an interview</p>