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>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> 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>
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>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>
<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.
<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>Role: <em>Senior Financial Risk Analyst</em></p><p><strong> </strong></p><p><strong><u>Position Overview</u></strong></p><p><strong>Employment Type:</strong> Full-Time, Robert Half Employee</p><p><em>*Must pass full background check*</em></p><p><strong>Client Assignment:</strong> World Renowned Fintech company </p><p><strong>Initial Term:</strong> Minimum 1 year, with potential for extension based on performance and client needs</p><p><strong>Benefits:</strong> Full employee benefits</p><p><strong>Fully Remote:</strong> <em>Must be US based and work Pacific Standard Time (8a-5p)</em></p><p> </p><p>This is a <strong>full-time position as a Robert Half employee</strong>, dedicated to a client-based project for a <strong>minimum of one year.</strong> The assignment may be extended beyond the initial term based on performance, business needs, and overall fit.</p><p><strong>About the Role</strong></p><p><strong> </strong></p><p>We are seeking a highly analytical <strong>Senior Financial Risk Analyst</strong> to support financial and liquidity risk management within a fast-growing fintech environment.</p><p>This role will focus on <strong>liquidity risk monitoring, financial risk modeling, balance sheet forecasting, and analysis of financial markets and investments</strong>. The analyst will work closely with Treasury, Finance, Data Science, Engineering, and Product teams to identify emerging risks and develop data-driven models, reporting, and processes.</p><p>The ideal candidate is both <strong>quantitative and technically strong</strong>, with experience translating complex financial and risk problems into models, analysis, and actionable insights.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor and report on <strong>financial, liquidity, capital, and counterparty risks</strong>.</li><li>Conduct quantitative analysis of emerging liquidity and financial risks.</li><li>Develop and maintain <strong>liquidity risk models and forecasting frameworks</strong>.</li><li>Forecast key balance sheet and liquidity metrics.</li><li>Perform <strong>VaR, stress testing, scenario analysis, and risk attribution</strong>.</li><li>Analyze financial markets, investment exposures, and key business drivers.</li><li>Partner with Data Science and Engineering teams to build <strong>dashboards, automated alerts, and data pipelines</strong> for Treasury and Risk.</li><li>Collaborate with Finance and Product teams to assess risks associated with new products and business initiatives.</li><li>Build and improve end-to-end risk processes, reporting, and analytical tools.</li></ul><p> </p><p><br></p><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p><br></p>
<p>We are looking for a Sr. Associate, Capital Market Research to support the development of market intelligence and written insights for a fast-paced research team. This position is ideal for someone who enjoys turning complex market, banking, and economic data into clear analysis, visual presentations, and well-structured reports. The role works closely with senior research leadership and contributes to recurring publications, special projects, and stakeholder requests across capital markets topics.</p><p><br></p><p>Responsibilities:</p><p>• Analyze how equity and related capital markets operate, and translate technical market structure concepts into clear explanations of participant roles and market activity.</p><p>• Compile and interpret datasets covering pricing, trading volume, volatility, issuance, yields, and securities outstanding across equities, ETFs, listed options, and selected digital asset instruments.</p><p>• Review financial statements for domestic and international banking institutions, assessing performance trends through balance sheet, income statement, and regulatory capital metrics.</p><p>• Build charts, tables, and other data visuals in Excel to highlight changes in current market conditions relative to historical patterns.</p><p>• Draft research deliverables that combine quantitative findings with written commentary, moving analysis from initial investigation through final report production.</p><p>• Support recurring economic survey initiatives by gathering forecasts from bank economists, organizing responses, and helping prepare summary analysis.</p><p>• Contribute to custom research assignments and survey-based projects focused on market structure and broader capital markets issues.</p><p>• Address data and research requests from colleagues and external parties in a timely and thorough manner.</p>
<p><strong>Job Title</strong></p><p>Third-Party Risk Analyst</p><p><br></p><p><strong>Company Overview</strong></p><p>A leading global professional services organization in the legal and business advisory space, headquartered in Los Angeles, California, is seeking a Third-Party Risk Analyst to join its growing IT Security team. The organization is known for its commitment to protecting sensitive client data and maintaining robust security standards across modern cloud and SaaS environments. With a strong global presence, the firm emphasizes innovation, collaboration, and operational excellence.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Third-Party Risk Analyst plays a critical role in safeguarding the organization’s ecosystem by evaluating the security posture of external vendors and partners. This role focuses on conducting technical risk assessments across SaaS platforms, cloud environments, and hosted services while ensuring compliance with industry standards and client expectations. Based remotely, this position partners closely with IT security leadership and cross-functional stakeholders to mitigate risk and strengthen third-party security practices.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct technical security assessments of third-party vendors across SaaS platforms, cloud infrastructure, and hosted services</li><li>Evaluate vendor security controls, including access management, encryption, and data protection practices</li><li>Review vendor documentation such as SOC 2 reports, ISO certifications, and security testing results</li><li>Assess cloud environments (AWS, Azure, GCP) for security configurations, segmentation, and identity controls</li><li>Analyze API security, including authentication methods, data transmission, and vulnerability risks</li><li>Evaluate DevSecOps maturity, including secure development practices and CI/CD pipeline security</li><li>Track and manage vendor risk findings, ensuring remediation efforts are completed in a timely manner</li><li>Support client-facing security activities, including questionnaires, audits, and compliance reviews</li><li>Collaborate with internal stakeholders to align vendor security with regulatory requirements (e.g., GDPR, CCPA)</li><li>Prepare risk reports and present key findings to leadership and cross-functional teams</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>$120,000 – $140,000 with discretionary bonus</li><li>Discretionary bonus eligibility</li><li>Comprehensive benefits package including medical, dental, and vision coverage</li><li>Flexible spending accounts (FSA) and 401(k) with profit sharing</li><li>Paid time off including vacation, sick leave, and personal days</li></ul><p><strong>Additional Details</strong></p><ul><li>Remote (must reside in proximity to a supported office region)</li><li>Core hours: 8:00 AM – 4:00 PM PT (7-hour workday)</li><li>Occasional travel may be required for vendor assessments</li><li>Collaborative environment with direct exposure to senior leadership and security stakeholders</li></ul>
We are looking for a Business Analytics/Data Analyst to join a long-term contract opportunity in Dallas, Texas within the energy and natural resources sector. This position will focus on preparing, organizing, and validating critical business data to support a large-scale enterprise implementation, while partnering with both business and technical teams to maintain accuracy and consistency. The ideal candidate brings strong analytical ability, hands-on data migration experience, and the communication skills needed to guide data-related activities from planning through execution.<br><br>Responsibilities:<br>• Examine legacy data sources to identify migration needs, data dependencies, and conversion priorities for the new enterprise platform.<br>• Prepare data for migration by performing cleansing, standardization, mapping, and transformation activities to improve quality and usability.<br>• Coordinate extraction, load, and reconciliation efforts to confirm that converted data is complete, accurate, and aligned with business expectations.<br>• Work closely with stakeholders, IT teams, and external implementation partners to investigate discrepancies and resolve data-related issues efficiently.<br>• Assist with test cycles, trial conversions, and cutover readiness activities to support a smooth transition into production.<br>• Create and maintain clear documentation for migration logic, validation rules, workflows, and internal controls.<br>• Monitor data quality throughout the project lifecycle and help uphold governance, integrity, and compliance standards.<br>• Use analytical and reporting tools to evaluate migration results, identify trends, and provide actionable insights to project teams.
<p>***Confidential Search***</p><p><br></p><p>Our client on the North Shore of Boston is looking to hire a Senior Market Intelligence Analyst. Looking for someone with strong market research and analytical experience who can turn customer, competitor, pricing, and sales data into clear, actionable business recommendations. The ideal candidate will have advanced Excel and BI reporting skills, strong communication abilities, and preferably experience in B2B, manufacturing, distribution, automotive, or a related industry.</p><p> </p><p><br></p><p>This is a full time, hybrid position requiring a 4/1 work model with remote Fridays. Salary is 90-120K depending on experience.</p><p><br></p><p><br></p><p>We are seeking a Senior Market Intelligence Analyst to deliver data-driven insights, reporting, and strategic recommendations that support business growth, category analysis, and cross-functional decision-making. This role partners closely with marketing, sales, and leadership teams to turn market intelligence into actionable business strategies.</p><p><strong> </strong></p><p><strong>Responsibilities</strong></p><p>· Develop analysis, reporting, and insights to support short- and long-term business strategy</p><p>· Build and maintain tools, dashboards, and reporting solutions for sales and cross-functional teams</p><p>· Analyze market, category, customer, and competitive data to identify business opportunities</p><p>· Support key business initiatives, customer presentations, and new product reviews</p><p>· Provide weekly reporting and ad hoc analysis for national and regional teams</p><p>· Contribute to annual planning and budgeting activities</p><p>· Leverage market and competitive intelligence platforms to guide recommendations</p>
We are looking for a detail-oriented Pricing Analyst to support strategic pricing decisions for a Long-term Contract position based in Huntersville, North Carolina. In this role, you will assess market dynamics, customer segments, and competitive activity to help improve revenue performance and profitability. You will turn data and research into practical recommendations that align with product and commercial objectives while partnering with stakeholders across the business.<br><br>Responsibilities:<br>• Evaluate pricing performance across products and markets to identify trends, risks, and opportunities that support revenue growth.<br>• Examine competitor pricing, market conditions, and customer segmentation data to develop informed pricing recommendations.<br>• Analyze revenue results and market share changes to measure pricing effectiveness and guide business decisions.<br>• Build and maintain Excel-based models, reports, and dashboards that translate complex data into actionable insights.<br>• Partner with sales, product, and commercial teams to align pricing guidance with broader business strategies.<br>• Conduct market research and data analysis to improve pricing approaches within the medical device environment.<br>• Present findings and recommendations clearly to cross-functional stakeholders, using sound judgment and attention to detail.
<p>Robert Half is looking for a Pricing Analyst to join a large corporation! This person will work on a dynamic team to help administer contracts for a large line of business. The Pricing Analyst will work closely with internal partners and the pricing department to update existing contracts, process new bid requests, and communicate activities providing pricing solutions to maximize revenue and grow the company. If you have a strong attention to detail and a "no task too small" mentality, this position would be a great opportunity to get a foot in the door with a well-known corporation! This contract position is located in the East Metro.</p><p> </p><p>Responsibilities</p><p>- Administer new contracts and changes to existing contracts</p><p>- Complete special pricing projects that provide pricing solutions to maximize revenue</p><p>- Communicate and work closely with management, sales, customer service, and the pricing department</p><p>- Act as back-up for team members as needed</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.</p><p> </p><p>This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a detail-oriented Commercial Operations Analyst to support critical operational programs within a manufacturing environment in Austin, Texas. This is a Contract position focused on maintaining accurate reporting, strengthening process execution, and improving day-to-day administration across incentive compensation, expense management, and fleet operations. The ideal candidate brings strong analytical ability, sound judgment, and a disciplined approach to managing data, controls, and cross-functional coordination.<br><br>Responsibilities:<br>• Manage recurring incentive compensation activities by preparing data, validating inputs, calculating results, and addressing questions or discrepancies.<br>• Oversee key compensation plan data such as participant eligibility, quotas, rates, thresholds, and supporting records to ensure reliable processing.<br>• Administer the expense management platform and related workflows, including user access, policy settings, approvals, and issue resolution.<br>• Review expense activity and corporate card transactions for compliance, reimbursement accuracy, spending patterns, and exception handling.<br>• Coordinate fleet program administration, including vehicle assignments, maintenance tracking, registrations, transfers, returns, and vendor follow-up.<br>• Analyze operational data across compensation, expenses, and fleet activities to identify trends, risks, variances, and improvement opportunities for leadership.<br>• Prepare recurring reports and summaries that provide management with clear visibility into performance metrics, cost drivers, and operational exceptions.<br>• Maintain process documentation, control checklists, and operating calendars to support consistent and timely execution.<br>• Lead process improvement efforts from initial assessment through implementation, including gathering requirements, testing updates, and monitoring outcomes.
<p>We are looking for a Marketing Reporting Associate to support the creation of high-quality, compliant reporting materials for institutional investors and consultant audiences. This position works closely with relationship management, investment, and product teams to keep marketing content accurate, relevant, and aligned with business priorities. The role offers the chance to contribute to a global investment management environment while improving the quality and efficiency of proposal and reporting deliverables.</p><p><br></p><p>Responsibilities:</p><p>• Prepare customized proposals, due diligence responses, and consultant materials that are accurate, timely, and aligned with regulatory and internal standards.</p><p>• Work closely with client-facing and consultant relations partners to shape messaging that reflects current strategies and business objectives.</p><p>• Keep marketing data, product details, and investment information current across multiple strategies and asset classes.</p><p>• Coordinate with investment professionals and product specialists to gather insights that strengthen client and consultant reporting content.</p><p>• Support ongoing consultant relations activity by helping maintain clear, consistent, and responsive communications.</p><p>• Use proposal management platforms such as Loopio to organize content and improve the efficiency of recurring reporting workflows.</p><p>• Review written materials carefully to ensure they are precise, complete, and tailored to the needs of each audience.</p><p>• Help identify and implement process improvements that enhance the consistency and turnaround time of reporting deliverables.</p><p>• Monitor market and industry developments and incorporate relevant context into reports and marketing responses.We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.</p><p>• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.</p><p>• Maintain and update accurate marketing and strategy information across various asset classes.</p><p>• Partner with investment and product teams to gain insights and enhance reporting materials.</p><p>• Provide ongoing support for consultant relations, ensuring effective communication and engagement.</p><p>• Utilize tools such as Loopio to streamline the proposal and reporting processes.</p><p>• Ensure all written materials are thorough, precise, and tailored to client needs.</p><p>• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.</p><p>• Stay informed about financial market trends and integrate relevant insights into reporting.</p><p>• Assist in identifying opportunities for career growth within the organization.</p>
<p>We're seeking an experienced <strong>Investment Analyst</strong> to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the primary contact for a portfolio of investment fund clients.</li><li>Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.</li><li>Coordinate cash movement and maintain accurate investor and fund records.</li><li>Review and resolve KYC/AML documentation requirements.</li><li>Prepare and review investor reporting, regulatory reporting, and audit requests.</li><li>Ensure all work meets quality control standards and remains audit-ready.</li><li>Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.</li></ul><p><br></p>
<p>We are looking for a Financial Reporting Analyst to join a Financial Services organization in Bellevue, Washington. This opportunity is well suited for someone early in their career who brings strong curiosity, careful attention to detail, and a solid foundation in accounting or finance. The role offers exposure to reporting, analysis, and data-driven problem-solving, with room for growth for someone eager to build technical and business insight.</p><p><br></p><p>Responsibilities:</p><p>• Prepare recurring and ad hoc financial reports that support business review, planning, and decision-making activities.</p><p>• Examine financial results, identify meaningful variances, and communicate key trends to stakeholders in a clear and organized manner.</p><p>• Perform data analysis by gathering information from multiple sources, validating accuracy, and turning findings into actionable insights.</p><p>• Build and maintain analytical models that help explain performance, forecast outcomes, and support reporting needs.</p><p>• Partner with accounting, finance, and business teams to improve reporting quality and streamline analysis workflows.</p><p>• Use business intelligence and data preparation tools, including Power BI or Alteryx when applicable, to enhance reporting efficiency and visibility.</p><p>• Investigate discrepancies in financial data and resolve issues through careful review, reconciliation, and follow-up.</p><p>• Contribute to process improvements and support changes in reporting methods or systems as business needs evolve.</p><p><br></p><p>The salary range for this position is $80,000 to $85,000.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>Life and AD&D Insurance</p><p>STD/LTD</p><p>401k with 6% match</p><p>3 weeks PTO</p><p>10 paid holidays</p>
<p>Wilmington Delaware client is looking to hire a Financial Analyst with proven experience utilizing business intelligence and data visualization tools. This role will consist of financial planning, performing ratio analysis, forecasting to support budgeting and planning processes, developing analytical methods, monitoring actual performance against budgeted figures and provide variance analysis, staying up to date on industry trends, economic conditions, and market developments that may impact the organization’s financial performance. The ideal Financial Analyst for this role must have strong analytical skills and proficiency in financial modeling and data analysis tools.</p><p><br></p><p>Major Responsibilities</p><p>· Provide financial analysis, forecasting and reporting </p><p>· Develop strategic initiatives</p><p>· Budgeting & Forecasting</p><p>· Maintain knowledge of regulations and policies</p><p>· Establish possible operational cost savings</p><p>· Prepare financial reports with key metrics</p><p>· Coordinate the annual budgeting process</p><p>· Establish financial trends and make recommendations</p><p>· Ensure compliance with relevant financial regulations</p>
<p>We are looking for a Financial Analyst to join a long-term contract opportunity in Reading, Pennsylvania. This role focuses on compensation analysis, incentive program reporting, and performance insights that help leaders make informed decisions. The ideal candidate will bring strong analytical ability, financial systems knowledge, and a practical approach to improving compensation-related processes.</p><p><br></p><p>Responsibilities:</p><p>• Analyze bonus, commission, and incentive compensation data to identify patterns, measure program effectiveness, and share insights with leadership teams.</p><p>• Create, update, and maintain reports, dashboards, and performance metrics that track participation, payout activity, and overall incentive plan usage.</p><p>• Examine external compensation and variable pay trends to support informed recommendations on competitive incentive strategies.</p><p>• Contribute to the development and refinement of incentive programs designed to align rewards with employee performance and business objectives.</p><p>• Manage workflows related to both formal recognition programs and discretionary award administration, ensuring accuracy and timely execution.</p><p>• Review existing compensation and pay administration procedures, identify inefficiencies, and recommend practical process enhancements.</p><p>• Support cross-functional initiatives and ad hoc analytical projects connected to compensation, reporting, or finance operations.</p><p>If interested, please send resume to Jim.Kirk@Roberthalf com</p>
<p>We are looking for a Financial Analyst to join a biomedical organization in the Horsham Area, Pennsylvania. In this role, you will provide financial insight that helps leaders evaluate performance, plan effectively, and make informed business decisions. The position supports core finance activities across planning, reporting, and controls while working closely with teams throughout the business.</p><p><br></p><p>Responsibilities:</p><p>• Lead budget preparation, rolling forecasts, and broader financial planning activities to support business objectives.</p><p>• Produce recurring financial reports for monthly, quarterly, and annual review cycles, ensuring information is accurate and delivered on time.</p><p>• Evaluate results against budgets and forecasts, explain key variances, and present practical recommendations to management.</p><p>• Create detailed reporting for cost centers and projects across departments such as research, medical affairs, and commercial operations.</p><p>• Prepare operational metrics reporting covering areas such as revenue trends, production performance, backlog, inventory levels, and workforce data.</p><p>• Assist with internal and external audit requests by organizing documentation, supporting analysis, and responding to finance-related inquiries.</p><p>• Oversee controlling activities related to cost tracking, planning, and budget management to strengthen financial visibility.</p><p>• Maintain financial systems and core data records to support dependable reporting and strong data quality.</p><p>• Extract and analyze information from internal platforms for both standard reporting needs and special financial analysis requests.</p><p>• Contribute to process improvements, reporting enhancements, system updates, and compliance with internal control expectations.</p>