We are looking for an experienced Risk Analyst to support claims risk management activities for a government-focused organization in Richmond, Virginia. This Long-term Contract position is ideal for a detail-oriented individual who can evaluate claims-related operations, interpret policies and procedures, and turn complex information into clear recommendations for business decisions. The role involves close coordination with internal stakeholders and external partners while helping maintain accurate reporting, financial tracking, and program documentation.<br><br>Responsibilities:<br>• Lead claims risk management support activities by organizing program tasks, maintaining project continuity, and helping align claims-related practices across stakeholders.<br>• Examine operational and claims data to identify trends, assess exposures, and provide practical recommendations that support informed decision-making.<br>• Develop and revise reports, forecasts, analytical summaries, billing documentation, and other records needed to support claims and risk management activities.<br>• Partner with cross-functional teams to verify information, resolve discrepancies, and maintain strong communication with outside departments and third-party vendors.<br>• Review expenditures and perform reconciliations while monitoring claims-related financial activity for accuracy and completeness.<br>• Address inquiries from internal and external parties by providing timely follow-up, clarifying issues, and supporting issue resolution.<br>• Conduct reviews of claims operations and prepare findings that highlight risks, process gaps, and opportunities for improvement.
We are looking for an experienced Risk Analyst to support claims risk management activities for a government-focused organization in Richmond, Virginia. This Long-term Contract position is ideal for a detail-oriented individual who can evaluate risk-related data, interpret policies and procedures, and deliver clear recommendations that strengthen claims operations. The role requires strong analytical judgment, attention to detail, and the ability to collaborate with internal teams and external partners while producing accurate reports and documentation.<br><br>Responsibilities:<br>• Lead coordination of claims risk management initiatives to promote consistent practices, effective program oversight, and reliable administrative support across assigned activities.<br>• Develop and maintain reports, forecasts, billing documentation, analytical summaries, and other written materials, presenting findings to stakeholders when needed.<br>• Review operational and statistical information to identify trends, assess issues, and support informed decisions related to claims and risk management programs.<br>• Partner with colleagues, departments, and third-party vendors to verify information, resolve questions, and maintain accurate communication across involved parties.<br>• Track financial activity connected to claims programs, including monitoring expenses, processing reconciliations, and supporting documentation accuracy.<br>• Conduct reviews of claims-related operations and prepare concise recommendations aimed at improving compliance, efficiency, and risk controls.<br>• Respond to inquiries from internal and external stakeholders by providing timely updates, research, and issue resolution support as required.
<p>Marketing Analyst / Marketing Coordinator (Contract) | Hybrid | Nashville, TN</p><p>We're hiring a <strong>Marketing Analyst</strong> to support campaign execution, reporting, and marketing operations.</p><p>Responsibilities</p><ul><li>Track campaign performance and marketing initiatives</li><li>Build reports and dashboards</li><li>Coordinate marketing projects</li><li>Support email, social, and digital campaigns</li><li>Analyze campaign performance and identify optimization opportunities</li><li>Maintain marketing calendars and project documentation</li></ul><p><br></p>
<p>Marketing Analyst (Contract) | Hybrid | Atlanta, GA</p><p>We're seeking a detail-oriented <strong>Marketing Analyst</strong> to support a growing marketing team with campaign tracking, reporting, and day-to-day marketing operations. This hybrid contract role starts part-time with the opportunity to expand based on business needs.</p><p>Responsibilities</p><ul><li>Organize and maintain marketing data across spreadsheets and reporting tools</li><li>Build scorecards and dashboards to measure campaign performance</li><li>Analyze marketing initiatives and provide actionable insights</li><li>Track campaign ROI and report on performance trends</li><li>Monitor brand consistency across marketing channels</li><li>Support social media monitoring and community engagement</li><li>Collaborate with cross-functional marketing teams on ongoing initiatives</li></ul><p><br></p>
<p>We are looking for a Marketing Analyst to join a retail organization and provide data-driven support for high-priority marketing initiatives. This Long-term Contract position focuses on measuring campaign and project performance, building reliable reporting, and helping teams understand progress through accurate analysis. The ideal candidate brings strong experience with marketing analytics tools, especially Braze, and can translate complex data into clear performance updates for stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Track key business and marketing metrics across a large-scale initiative, creating a clear view of performance from launch through completion.</p><p>• Establish baseline measurements, define reporting targets, and monitor results over time to evaluate movement against project goals.</p><p>• Bring together data from multiple platforms and sources to produce consistent, accurate reporting for cross-functional teams.</p><p>• Maintain ongoing visibility into trends, variances, and performance patterns so stakeholders can assess project health effectively.</p><p>• Prepare regular metric summaries and status updates for marketing and data teams, focusing on precise reporting and measurable outcomes.</p><p>• Use Braze to support campaign tracking, performance analysis, and metric validation related to customer marketing efforts.</p><p>• Analyze current-state business results and compare them with future performance to highlight improvement areas and project impact.</p><p>• Ensure reporting outputs remain organized, dependable, and aligned with the needs of a fast-moving project environment.</p>
We are looking for a Marketing Analyst to support access-focused analytics initiatives for a healthcare organization in Orange, California. This Long-term Contract position will partner with operational teams to evaluate appointment availability, interpret performance trends, and help improve scheduling effectiveness through data-driven recommendations. The ideal candidate brings strong experience in marketing and access analytics, along with the ability to translate complex findings into practical actions that support outpatient operations.<br><br>Responsibilities:<br>• Analyze appointment availability data and identify patterns, gaps, and opportunities to improve access across outpatient services.<br>• Work closely with clinic operations and provider scheduling teams to develop insights that support more effective calendar utilization and patient access.<br>• Review performance metrics and create reports that help stakeholders understand trends related to scheduling, demand, and operational efficiency.<br>• Apply analytical tools and marketing measurement platforms to assess outcomes, support decision-making, and track key performance indicators.<br>• Recommend workflow adjustments based on data findings to strengthen appointment availability and improve the overall access experience.<br>• Maintain and interpret data from analytics and CRM-related systems to support reporting accuracy and actionable business insight.<br>• Collaborate with cross-functional partners to align analysis with organizational goals and communicate findings in a clear, practical format.
<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>Join a well-established finance organization with a strong reputation for delivering flexible solutions to businesses across a wide range of industries. Known for its collaborative culture and long-term client partnerships, this growing firm is committed to supporting business expansion through innovative financing strategies and exceptional financial expertise.</p><p><br></p><p>Our client is currently looking for a Capital Markets Analyst to join their Corporate Finance team. This is an excellent opportunity for a finance professional who enjoys working on complex transactions, financial modeling, and strategic initiatives, in a fast-paced, collaborative environment. The role offers significant exposure to senior leadership while supporting the firm's financing strategy and long-term growth.</p><p><br></p><p>Responsibilities:</p><p>· Support capital raising initiatives throughout the transaction lifecycle</p><p>· Prepare investor presentations, marketing materials, and company presentations</p><p>· Assist with financial modeling, valuation analysis, forecasting, and capital structure analysis</p><p>· Coordinate due diligence requests and manage transaction documentation</p><p>· Assist with strategic planning and corporate finance initiatives</p><p>· Help maintain relationships with financing partners, investors, and other key stakeholders</p><p>· Contribute to budgeting, forecasting, treasury, and other ad hoc financial projects </p><p><br></p><p>For immediate consideration please contact Alex.Muzaurieta@roberthalf.</p>
<p>We are looking for a Growth Marketing Analyst to help shape data-driven marketing strategies. This position is 5 days per week in the office. This position focuses on turning audience insights into smarter targeting, stronger campaign performance, and more effective engagement across digital channels. The ideal candidate combines analytical thinking with hands-on marketing expertise to support segmentation, persona development, and campaign optimization.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze campaign performance data and turn it into clear, actionable insights</li><li>Partner across teams to identify data gaps and help solve integration challenges at a strategic level</li><li>Support and optimize email marketing programs, including A/B testing subject lines, CTAs, and messaging</li><li>Build and refine workflows, automations, and marketing processes</li><li>Contribute to long-term growth strategy through customer insights and data trends</li><li>Expand into multi-channel execution, including paid social and digital campaigns</li><li>Examine customer and prospect intent signals from platforms such as Bombora, ZoomInfo, Lead Forensics, and marketing automation tools to uncover trends that improve digital marketing results.</li><li>Build and maintain audience segmentation frameworks, data flows, and activation processes that support targeted outreach across campaigns and channels.</li><li>Translate behavioral, engagement, and account-level insights into actionable recommendations for content alignment, product messaging, and channel strategy.</li><li>Evaluate campaign effectiveness across email, paid social, search, and other digital programs using analytics to identify growth opportunities.</li></ul>
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.
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><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 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>Are you a strategic finance professional ready to step into a broader leadership role? Our Robert Half Madison team is seeking a hands-on finance leader to drive cost accounting, forecasting, budgeting, and financial analysis activities in a dynamic manufacturing environment. <strong>Candidates currently in a Senior Financial Analyst role who are looking for growth into a more expansive finance leadership opportunity could be an excellent fit and are also encouraged to apply.</strong> This position is ideal for someone who enjoys partnering across the business, improving processes, and turning financial data into meaningful business insight. Please apply with your most up to date resume and call 608-716-5643 for more detail and consideration! </p><p><br></p><p><strong><u>Key Responsibilities: </u></strong></p><ul><li>Lead, mentor, and develop team members while driving process improvements, reporting efficiencies, and stronger financial controls. </li><li>Manage budgeting, rolling forecasts, and long-range planning processes across multiple business areas. </li><li>Lead cost accounting activities, including standard costing, variance analysis, margin analysis, and cost control reporting. </li><li>Oversee inventory-related financial analysis, including aging, reserves, and manufacturing cost trends. </li><li>Partner with operations and cross-functional teams to support product costing, project accounting, and financial decision-making. </li><li>Collaborate with auditors and internal stakeholders to provide documentation, analysis, and support for audit and compliance needs. </li><li>Analyze budget-to-actual results and key financial trends, providing insights and recommendations to improve performance. </li><li>Support treasury operations including cash flow forecasting, liquidity planning, debt management, and banking-related reporting. </li><li>Prepare and enhance financial models, dashboards, management reporting, and ad hoc analysis to support leadership decision-making. </li></ul>
<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>Brad Stewart with Robert Half Finance & Accounting is seeking a Treasury and Risk Manager, to join our client’s Finance team. In this role, you will lead aspects of treasury operations, manage corporate insurance programs, and support the development and execution of the Enterprise Risk Management (ERM) framework. This position plays a critical role in safeguarding company assets, optimizing liquidity, and strengthening risk governance across the organization. The role is based in their Reno, Nevada office and some travel to various locations may be required.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><br></p><p>· Support treasury operations, including medium and long-term cash management, liquidity forecasting, and treasury reporting</p><p>· Support banking relationships and capital management and support the implementation of future treasury systems, controls, and process improvements</p><p>· Be a business partner to the commercial team and assist the accounting team with revenue recognition matters</p><p>· Manage the company’s insurance portfolio, including policy renewals, claims coordination, broker engagement, and coverage optimization</p><p>· Support the development, execution, and continuous improvement of the Enterprise Risk Management (ERM program)</p><p>· Coordinate risk assessments, maintain risk registers, and prepare materials for executive and board-level reporting</p><p>· Partner with internal stakeholders to identify, assess, and mitigate financial, operational, and strategic risks</p><p>· Ensure compliance with internal controls and support audit activities related to treasury and risk functions</p>
<p>Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions.</p><p> </p><p>Responsibilities:</p><p>• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.</p><p>• Analyze financial statements, financial models, and industry research to assess financial performance and risks.</p><p>• Evaluate the financial health, historical performance, and operational controls of investment firms.</p><p>• Compare program performance to market conditions and industry peers to provide actionable insights.</p><p>• Identify and prioritize potential risks associated with complex investment structures.</p><p>• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.</p><p>• Represent the company at client meetings to share expertise and build relationships.</p><p>• Collaborate with internal teams to manage multiple projects effectively and efficiently.</p><p>• Stay informed about developments in capital markets and alternative investment trends to enhance analysis.</p><p> </p><p>If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then</p><p>contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.</p>
We are looking for a Risk Assurance Specialist to support risk, compliance, and assurance activities for a growing organization. This contract opportunity is ideal for a detail-oriented candidate with a strong background in IT risk, internal audit, or compliance who can evaluate exposures, guide remediation efforts, and provide clear reporting to stakeholders. The role will work across control, audit, and risk processes to help strengthen governance practices and improve how issues are identified, tracked, and resolved.<br><br>Responsibilities:<br>• Assess and document technology and operational risks, then help prioritize response actions based on business impact and residual exposure.<br>• Oversee the lifecycle of findings and corrective actions by coordinating with stakeholders, monitoring progress, and driving timely closure of remediation items.<br>• Maintain and update risk, control, and issue records within governance or risk management platforms to support accurate tracking and reporting.<br>• Analyze results from audits, control reviews, and compliance activities to identify trends, highlight concerns, and recommend practical improvements.<br>• Prepare dashboards, metrics, and status summaries that communicate risk posture and remediation progress to management and governance groups.<br>• Support control and assurance activities by aligning documentation and testing practices with established risk and control frameworks.<br>• Contribute to process enhancements that improve the efficiency and consistency of risk identification, issue intake, and remediation management.<br>• Partner with teams involved in security, audit, and third-party oversight to consolidate findings and strengthen enterprise risk visibility.
<p>My client, a well established healthcare type of company is hiring a Manager of Actuarial Analytics to join their team. The Manager of Actuarial Analytics will report to the Director and assist with with forecasting healthcare utilization, assess trends and support revenue projections with the FP&A team. Compensation for this position is $130-160K + 17% Bonus. This company has been doing really well for the past several years, offers a ton of growth potential, a 100% remote work arrangement, excellent benefits the possibility of going public down the road and alot more!</p><p><br></p><p>If interested and qualified, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP! Thank you.</p>
We are looking for a Financial Planning & Analysis Manager to guide financial planning for merchandising and serve as a trusted advisor to finance leadership in Chesapeake, Virginia. This role focuses on connecting sales, margin, and inventory performance to business decisions, helping leaders understand what is driving results and where action is needed. The ideal candidate brings strong modeling skills, sound business judgment, and the ability to turn complex financial data into clear recommendations for senior stakeholders.<br><br>Responsibilities:<br>• Partner with merchandising leaders to evaluate pricing, product mix, promotions, and category strategies through a financial lens.<br>• Direct the annual planning cycle and ongoing forecasting process for merchandising-related areas, ensuring assumptions are current and aligned with business priorities.<br>• Build and refine financial models that link revenue, gross margin, inventory, and operating metrics to expected performance.<br>• Assess sales patterns, category results, and margin movement to identify trends, risks, and opportunities that influence decision-making.<br>• Maintain visibility into profit and loss performance, including revenue, cost of goods sold, and margin outcomes across key business areas.<br>• Work closely with accounting and controllership teams to support accurate reporting, accruals, and consistent financial treatment of margin-related items.<br>• Prepare variance analyses and translate financial results into practical actions for business and finance partners.<br>• Develop ad hoc analyses, investment cases, and scenario models to support strategic choices and leadership recommendations.<br>• Present concise, data-driven insights to senior leaders and influence cross-functional stakeholders through clear financial storytelling.
<p>Robert Half is partnering with a rapidly growing, venture-backed technology company is seeking an FP&A Manager to help build and scale the financial planning and analysis function during an exciting stage of growth.</p><p><br></p><p>Reporting directly to the CFO, this individual will play a key role in developing the financial models, forecasting processes, and reporting infrastructure that support strategic decision-making across the organization. This is an excellent opportunity for someone who enjoys combining analytical rigor with business partnership and wants to help shape the future of a high-growth company.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Own and maintain the company's financial model, rolling forecasts, annual budgets, and long-range planning processes</li><li>Lead monthly and quarterly budget-to-actual analyses and provide actionable recommendations to business leaders</li><li>Partner closely with department heads to evaluate spending, forecast operating expenses, and support strategic initiatives</li><li>Analyze key business metrics, customer economics, profitability trends, and performance indicators to drive data-backed decisions</li><li>Support pricing analyses, resource allocation decisions, and financial modeling for new business opportunities</li><li>Prepare board reporting materials, investor presentations, and executive-level financial analyses</li><li>Identify opportunities to improve financial processes, reporting capabilities, and overall planning infrastructure</li><li>Serve as a trusted business partner across finance and operational teams</li></ul><p><br></p><p><strong>Why This Opportunity?</strong></p><ul><li>Highly visible role with direct exposure to executive leadership</li><li>Opportunity to help build and scale a best-in-class FP&A function</li><li>Significant involvement in strategic decision-making, board reporting, and business planning</li><li>Fast-growing, venture-backed organization with strong momentum</li><li>Collaborative, entrepreneurial culture with substantial career growth potential</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Financial Planning & Analysis Manager to lead financial operations and provide insight that supports sound business decisions. This position combines hands-on ownership of core accounting activities with forward-looking planning, giving the right candidate the opportunity to influence budgeting, forecasting, and performance analysis across the organization. The role also partners closely with leadership to improve reporting quality, strengthen financial processes, and help guide strategic priorities through clear, data-driven recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Work closely with senior leaders to translate business objectives into financial plans, performance insights, and decision support.</p><p>• Direct the monthly close cycle, ensuring financial results are completed accurately, intercompany activity is aligned, and reporting deadlines are met.</p><p>• Produce monthly, quarterly, and annual financial reports that summarize consolidated performance and highlight meaningful business trends.</p><p>• Lead forecasting activities for revenue, shipments, cash collections, profit and loss, and working capital, while providing regular updates on expected results.</p><p>• Manage account reconciliation reviews at period end to maintain accurate records and support reliable financial statements.</p><p>• Oversee core finance and accounting operations, including payables, receivables, general ledger activity, and day-to-day departmental leadership.</p><p>• Drive the annual budgeting process and develop analyses that explain key drivers of profitability, growth, and operating efficiency.</p><p>• Strengthen financial controls and support finance-related initiatives involving capital spending, commercial agreements, and process improvement efforts.</p><p>• Guide and develop finance staff by setting priorities, coaching performance, and supporting ongoing training and continued growth.</p><p>• Prepare recurring management analyses on financial performance metrics and deliver actionable recommendations based on findings.</p>
We are looking for a Financial Planning & Analysis Manager to join our team in Glen Allen, Virginia. This role will guide enterprise forecasting, build robust financial models, and deliver insights that help leadership evaluate performance, capital allocation, and future business scenarios. The ideal candidate brings strong analytical judgment, a deep understanding of financial planning disciplines, and the ability to translate complex data into clear recommendations for senior stakeholders.<br><br>Responsibilities:<br>• Direct the preparation and ongoing enhancement of forward-looking financial models covering earnings expectations, balance sheet activity, capital usage, and alternative business scenarios.<br>• Create and update forecasting tools that evaluate revenue, operating costs, financing expenses, taxable earnings adjustments, and performance across changing market conditions.<br>• Produce monthly, quarterly, and annual outlooks that inform executive planning, board materials, and decisions related to distributions and overall financial strategy.<br>• Analyze forecast-to-actual results, identify the main factors influencing performance, and communicate findings to leadership with actionable recommendations.<br>• Develop detailed taxable income projections and regulatory-related forecasts to support compliance monitoring and dividend capacity assessments.<br>• Partner with accounting and senior leadership to align forecast assumptions with business strategy and ensure reporting accuracy.<br>• Build sensitivity and scenario analyses that measure the effects of interest rates, funding costs, asset returns, leverage, liquidity, and book value changes.<br>• Assess strategic options and potential portfolio adjustments through stress testing and forward-looking financial evaluation.<br>• Conduct peer and competitor benchmarking focused on earnings trends, dividend practices, leverage, portfolio mix, funding approaches, and capital structure, then summarize insights for management and the board.
We are looking for a Financial Planning & Analysis Manager to lead enterprise-wide planning, reporting, and performance analysis for a growing organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and communicated to senior leadership through clear reporting and meaningful insights. The ideal candidate brings strong analytical judgment, a hands-on approach to forecasting and modeling, and the ability to partner effectively across finance and business teams.<br><br>Responsibilities:<br>• Direct the company-wide consolidation of financial results across multiple business areas and regions, ensuring complete, accurate, and timely reporting.<br>• Produce monthly, quarterly, and annual reporting materials for executives and board-level audiences, translating financial outcomes into clear business stories and decision-ready insights.<br>• Strengthen reporting methods and analytical tools to improve visibility into performance drivers and increase forecast reliability.<br>• Work closely with accounting partners to align reporting outputs with close activities, deadlines, and explanations for variances in results.<br>• Lead the enterprise budget, forecast, and long-range planning cycles, coordinating inputs across functions and maintaining consistency in assumptions.<br>• Build dashboards, presentations, and performance summaries that support quarterly business reviews, board discussions, and investor-related updates.<br>• Evaluate growth trends and operating performance through key business metrics, including recurring revenue indicators and customer retention measures.<br>• Develop scenario analyses and financial models to support strategic planning, resource allocation, and investment decisions across the organization.<br>• Act as a trusted finance advisor to functional leaders by providing actionable recommendations that improve accountability and business performance.
We are looking for an experienced Financial Planning & Analysis Manager to lead strategic budgeting, forecasting, and performance analysis for the organization in Plymouth, Michigan. This role will partner closely with business leaders to translate financial data into actionable insights, support decision-making, and strengthen long-term planning. The ideal candidate brings deep expertise in financial modeling, corporate planning, and analytical tools, along with the ability to guide complex initiatives such as business evaluations and transaction-related analysis.<br><br>Responsibilities:<br>• Lead the annual budget process, recurring forecasts, and long-range planning activities to support company objectives.<br>• Build and refine financial models that evaluate performance trends, business scenarios, and strategic opportunities.<br>• Analyze operating results and key financial metrics, then present clear recommendations to senior leadership.<br>• Partner with cross-functional teams to develop corporate planning assumptions and align financial targets with business priorities.<br>• Manage reporting and planning workflows within Adaptive Insights to improve accuracy, visibility, and efficiency.<br>• Support mergers, acquisitions, and other strategic initiatives through financial analysis, valuation input, and scenario assessment.<br>• Prepare executive-level reporting packages that explain variances, risks, and opportunities across the business.<br>• Identify process improvements within FP&A operations and implement more effective planning and analysis practices.