<p>We are looking for a skilled Reporting Analyst to join our dynamic team in San Antonio, Texas. This role is integral to maintaining the accuracy and efficiency of our loan servicing operations, cash management processes, and investor reporting functions. The ideal candidate will bring expertise in financial modeling, reconciliation, and analytical problem-solving to ensure seamless operations and compliance across multiple systems.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile daily loan servicing transactions, including payments, payoffs, and adjustments, with cash receipts to ensure accuracy.</p><p>• Process borrower payments and updates related to interest, escrow, and adjustments within the servicing system.</p><p>• Investigate and resolve discrepancies in cash reconciliation processes promptly.</p><p>• Prepare and review monthly investor remittance reports, ensuring data accuracy and compliance.</p><p>• Conduct financial modeling to calculate interest charges and disbursements for warehouse lending operations.</p><p>• Analyze loan sale trade terms and reconcile them with system data and third-party servicer records.</p><p>• Perform quality control checks on servicing records across internal and external systems to maintain data integrity.</p><p>• Update internal systems with escrow balance changes and insurance-related transactions executed by third-party providers.</p><p>• Develop and implement internal controls to enhance the accuracy of cash flow reporting and loan accounts</p>
<p><strong>Financial Analysts – Stable & 4 days WFH Hybrid | Columbia, MD</strong></p><p>A leading global technology and solutions organization is expanding its U.S. finance team and is seeking <strong>multiple Financial Analysts</strong> to support continued growth. This is an outstanding opportunity for professionals who enjoy analytical work, cross‑functional collaboration, and contributing directly to strategic business decisions.</p><p><strong>About the Role</strong></p><p>In this position, you will play a key role in budgeting, forecasting, financial modeling, and performance analysis. You’ll partner with operations, engineering, and finance leadership to provide insights that drive business outcomes. The environment is fast‑paced, international, and highly collaborative.</p><p>This role offers a <strong>hybrid schedule</strong>—primarily remote with <strong>one day per week</strong> in the Columbia, MD office.</p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, and reporting packages</li><li>Perform variance analysis and provide actionable recommendations to leadership</li><li>Support budgeting cycles and long‑range planning activities</li><li>Analyze operational metrics and identify trends</li><li>Collaborate across departments to improve financial visibility and decision-making</li><li>Prepare presentations for senior management</li></ul><p><strong>If you are qualified and interested please email your resume to Jim Meade at Robert Half right away.</strong></p>
Position: Financial Business Systems Analyst - ERP Systems Analyst<br>Location: Onsite - Colwich, KS<br>Salary: $95,000 - $125,000 base annual salary + excellent benefits<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>Join a fast‑growing stable organization at the forefront in their industry with modern technology. This is your chance to step into a highly visible Business Systems Analyst / Financial Business Systems Analyst role supporting a brand‑new global ERP environment and major transformation initiatives.<br><br>⭐ Why This Opportunity Is Exciting<br> • Support a newly implemented D365 F&O ERP used across multiple global businesses.<br> • Work directly with end users to solve real business challenges — not just gather requirements from afar.<br> • Blend hands‑on ERP/finance systems work with forward‑looking projects.<br> • Be part of a small, collaborative, tight‑knit team (4 people).<br> • Enjoy standout perks: <br> ○ Profit‑sharing bonus (2–8% on average, varies by company performance).<br> ○ Paid company shutdown between Christmas and New Year’s.<br><br>🎯 What You’ll Do<br> • Spend 75% of your time on ERP project work; 25% on break/fix.<br> • Support D365 F&O across accounting, financial reporting, integrations, and new business units.<br> • Troubleshoot system issues, take user calls, and resolve tickets.<br> • Map business processes, document requirements, and create end‑to‑end workflows.<br> • Conduct data analysis and support financial systems decision‑making.<br> • Partner directly with end users, QA, and cross‑functional teams.<br> • Contribute to future CRM modernization (Microsoft Customer Engagement planned for 2027).<br><br>🧩 What You Bring<br> • 7+ years in IT systems/business analysis or systems analysis.<br> • 3+ years focused on ERP, financial systems, or financial reporting<br>OR<br>4 years as an IT BSA + 3 years accounting experience within an ERP.<br> • Strong knowledge of: <br> ○ D365 F&O (most critical)<br> ○ SQL<br> ○ Azure DevOps<br> ○ Excel (advanced) and Visio<br> ○ Teams, OneDrive, SharePoint Online, Power BI/Power Platform, Planner, Fabric<br> • Experience leading requirements sessions, process mapping, and full documentation (user guides → technical docs).<br> • Ability to communicate clearly with non‑technical users and explain systems in plain language.<br>Preferred:<br> · Helpdesk experience<br> · PMP or CPA<br> · Spanish language skills<br><br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
<p>We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain.</p><p><br></p><p>Responsibilities:</p><p>• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.</p><p>• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.</p><p>• Collaborate with external auditors to facilitate audits and reviews effectively.</p><p>• Participate in the preparation of presentations and proxy statements for stakeholders.</p><p>• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.</p><p>• Maintain compliance with SEC reporting requirements and ensure accurate documentation.</p><p>• Engage in actuarial and related discussions to support financial decision-making.</p><p>• Perform additional tasks as assigned to support the financial reporting team.A</p>
<p><strong>🚨 Hot Opportunity Alert! 🚨</strong></p><p>💼 <strong>Are you ready to take your career to the next level?</strong> 💼</p><p>We’re on the hunt for a <strong>Senior Financial Analyst</strong> who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀</p><p>👉 <strong>Why Make the Leap?</strong> 👈</p><p>🌟 <strong>Incredible Culture</strong>: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.</p><p>💡 <strong>Endless Opportunity</strong>: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.</p><p>🛠️ <strong>Innovative Team Collaboration</strong>: Work with approachable leadership and a dynamic team that’s building something extraordinary.</p><p>📈 <strong>Career Growth Awaits</strong>: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.</p><p>👉 <strong>The Role Highlights:</strong></p><p>✔️ Be the <strong>bridge</strong> for financial intelligence—help turn data into actionable insights.</p><p>✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.</p><p>✔️ Collaborate with product and channel managers to refine decision-making tools.</p><p>✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.</p><p>✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.</p><p>🌍 <strong>Remote Flexibility</strong>: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. <strong>Candidate must be within a reasonable commute to HQ.</strong></p><p>🫶 <strong>Why Now?</strong></p><p>This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it.</p><p> Let’s discover some mutual possibilities 🌟</p>
<p>We are looking for a skilled Financial Analyst III to join our team in Bellevue, WA. This long-term contract position requires a detail-oriented individual with strong analytical abilities and a passion for improving financial processes. The role will involve collaborating with internal teams and business partners to provide insightful financial analysis and support strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain financial models to support forecasting and budgeting processes.</p><p>• Analyze variances in financial data and provide actionable insights to improve performance.</p><p>• Prepare detailed expense and metric reports to monitor organizational efficiency.</p><p>• Collaborate with business partners to ensure alignment with financial objectives and strategies.</p><p>• Perform ad hoc financial analysis to address specific business needs and challenges.</p><p>• Utilize SQL to create and manage queries for data extraction and reporting purposes.</p><p>• Drive process improvement initiatives to enhance financial workflows and reporting accuracy.</p><p>• Support call center operations by analyzing financial data and providing recommendations to optimize costs.</p><p>• Communicate findings effectively with management and stakeholders to support informed decision-making.</p><p>• Monitor and improve customer satisfaction metrics through financial analysis and reporting.</p>
We are looking for an experienced EDI Analyst to join our team in Wheeling, Illinois. This role is ideal for someone with a strong background in Electronic Data Interchange (EDI) processes and project management, who thrives in collaborative settings and values operational efficiency. As a key contributor, you will play an essential role in optimizing workflows, ensuring data accuracy, and streamlining transaction processes.<br><br>Responsibilities:<br>• Develop, configure, and maintain EDI maps to support seamless data exchange.<br>• Oversee EDI transactions and workflows to ensure accuracy and timely processing.<br>• Collaborate with team members to identify and implement process improvements.<br>• Act as the primary technical resource for EDI-related inquiries and troubleshooting.<br>• Manage projects aimed at enhancing EDI operations and system performance.<br>• Provide detailed technical specifications and documentation to support ongoing operations.<br>• Utilize Microsoft SQL Server to analyze and manage data integrations.<br>• Support the IT Manager by serving as a trusted advisor and assisting in strategic planning.<br>• Work closely with administrators, IT support, and developers to align EDI processes with organizational goals.<br>• Monitor and resolve any issues that may arise in the EDI system.
<p>We are looking for an experienced EDI Analyst to join our team in San Antonio, Texas. If you have a strong background in EDI operations and enjoy resolving technical challenges, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and maintain healthcare transactions in a production environment to ensure smooth operations.</p><p>• Audit, track, and reconcile inbound and outbound files to verify accuracy and completeness.</p><p>• Encrypt healthcare data during transmission and manage secure delivery processes.</p><p>• Configure and oversee accounts for internal use and external trading partners.</p><p>• Investigate and resolve issues related to transmission failures and missing acknowledgments.</p><p>• Collaborate with audit, IT, and business teams to address and resolve data-related concerns.</p><p>• Write and maintain scripts or automations to streamline workflows and enhance efficiency.</p>
<p><strong>Position Overview</strong></p><p> We are seeking a <strong>Workday Business/Systems Analyst</strong> to support the implementation, optimization, and ongoing maintenance of Workday applications. This role partners with HR, Finance, and IT teams to gather business requirements, configure Workday solutions, and ensure the system supports organizational processes effectively.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>functional and technical liaison</strong> between business stakeholders and IT teams for Workday-related initiatives.</li><li>Gather, analyze, and document <strong>business and system requirements</strong> for Workday enhancements, implementations, and integrations.</li><li>Configure and support <strong>Workday modules</strong> such as HCM, Recruiting, Payroll, Benefits, Finance, or Time Tracking.</li><li>Assist with <strong>Workday implementations, upgrades, and new feature releases</strong>.</li><li>Create and maintain <strong>Workday reports, dashboards, and data extracts</strong> to support business operations and decision-making.</li><li>Troubleshoot <strong>system issues, data discrepancies, and user access concerns</strong>.</li><li>Support <strong>integration efforts</strong> between Workday and third-party applications.</li><li>Work with stakeholders to improve <strong>business processes and system workflows</strong> within Workday.</li><li>Develop <strong>documentation, training materials, and user guides</strong> to support adoption and system usage.</li></ul><p><br></p><p><br></p>
<p><strong>Position Overview</strong></p><p> We are seeking a <strong>Workday Business/Systems Analyst</strong> to support the implementation, optimization, and ongoing maintenance of Workday applications. This role partners with HR, Finance, and IT teams to gather business requirements, configure Workday solutions, and ensure the system supports organizational processes effectively.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>functional and technical liaison</strong> between business stakeholders and IT teams for Workday-related initiatives.</li><li>Gather, analyze, and document <strong>business and system requirements</strong> for Workday enhancements, implementations, and integrations.</li><li>Configure and support <strong>Workday modules</strong> such as HCM, Recruiting, Payroll, Benefits, Finance, or Time Tracking.</li><li>Assist with <strong>Workday implementations, upgrades, and new feature releases</strong>.</li><li>Create and maintain <strong>Workday reports, dashboards, and data extracts</strong> to support business operations and decision-making.</li><li>Troubleshoot <strong>system issues, data discrepancies, and user access concerns</strong>.</li><li>Support <strong>integration efforts</strong> between Workday and third-party applications.</li><li>Work with stakeholders to improve <strong>business processes and system workflows</strong> within Workday.</li><li>Develop <strong>documentation, training materials, and user guides</strong> to support adoption and system usage.</li></ul><p><br></p><p><br></p>
<p><strong>Position Overview</strong></p><p> We are seeking a <strong>Workday Business/Systems Analyst</strong> to support the implementation, optimization, and ongoing maintenance of Workday applications. This role partners with HR, Finance, and IT teams to gather business requirements, configure Workday solutions, and ensure the system supports organizational processes effectively.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>functional and technical liaison</strong> between business stakeholders and IT teams for Workday-related initiatives.</li><li>Gather, analyze, and document <strong>business and system requirements</strong> for Workday enhancements, implementations, and integrations.</li><li>Configure and support <strong>Workday modules</strong> such as HCM, Recruiting, Payroll, Benefits, Finance, or Time Tracking.</li><li>Assist with <strong>Workday implementations, upgrades, and new feature releases</strong>.</li><li>Create and maintain <strong>Workday reports, dashboards, and data extracts</strong> to support business operations and decision-making.</li><li>Troubleshoot <strong>system issues, data discrepancies, and user access concerns</strong>.</li><li>Support <strong>integration efforts</strong> between Workday and third-party applications.</li><li>Work with stakeholders to improve <strong>business processes and system workflows</strong> within Workday.</li><li>Develop <strong>documentation, training materials, and user guides</strong> to support adoption and system usage.</li></ul><p><br></p><p><br></p>
<p><strong>Position Overview</strong></p><p> We are seeking a <strong>Workday Business/Systems Analyst</strong> to support the implementation, optimization, and ongoing maintenance of Workday applications. This role partners with HR, Finance, and IT teams to gather business requirements, configure Workday solutions, and ensure the system supports organizational processes effectively.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the <strong>functional and technical liaison</strong> between business stakeholders and IT teams for Workday-related initiatives.</li><li>Gather, analyze, and document <strong>business and system requirements</strong> for Workday enhancements, implementations, and integrations.</li><li>Configure and support <strong>Workday modules</strong> such as HCM, Recruiting, Payroll, Benefits, Finance, or Time Tracking.</li><li>Assist with <strong>Workday implementations, upgrades, and new feature releases</strong>.</li><li>Create and maintain <strong>Workday reports, dashboards, and data extracts</strong> to support business operations and decision-making.</li><li>Troubleshoot <strong>system issues, data discrepancies, and user access concerns</strong>.</li><li>Support <strong>integration efforts</strong> between Workday and third-party applications.</li><li>Work with stakeholders to improve <strong>business processes and system workflows</strong> within Workday.</li><li>Develop <strong>documentation, training materials, and user guides</strong> to support adoption and system usage.</li></ul><p><br></p>
<p>We are seeking an experienced <strong>Application Support Analyst</strong> to support and maintain our county’s public safety dispatch and operations systems. The core platform is already implemented, and this role will serve as the dedicated internal resource responsible for ongoing system support, optimization, and integration work across police, fire, EMS, and the communications center.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the primary internal owner of the public safety application platform (CAD or similar).</li><li>Provide day‑to‑day application support, troubleshooting, and system analysis.</li><li>Monitor and maintain backend data feeds, interfaces, and integrations across multiple agencies.</li><li>Support configuration, enhancements, upgrades, and new service connections as the platform evolves.</li><li>Work closely with dispatchers, call‑takers, and communications center leadership to understand workflows and translate operational needs into technical requirements.</li><li>Collaborate with IT teams and external vendors to resolve issues and ensure system stability and performance.</li></ul><p><br></p>
We are looking for an experienced Financial Analyst to join our team in Juno Beach, Florida. This position offers the opportunity to contribute to strategic financial planning and analysis while ensuring regulatory compliance and supporting business growth. As part of a long-term contract, you will play a key role in enhancing financial processes and driving decision-making for effective operations.<br><br>Responsibilities:<br>• Analyze financial data and reports to provide actionable insights that support strategic planning and decision-making.<br>• Develop and maintain financial models to forecast revenue, expenses, and business performance.<br>• Collaborate with various business units to validate financial plans and ensure alignment with organizational goals.<br>• Prepare detailed financial reports, including ad hoc analyses, to assist in regulatory compliance and executive decision-making.<br>• Support onboarding and training processes related to financial procedures and systems.<br>• Manage staffing and hiring processes to optimize department efficiency and productivity.<br>• Oversee expense accounts and commission functions to ensure accuracy and compliance.<br>• Coordinate with suppliers and stakeholders to optimize financial operations and planning processes.<br>• Monitor and improve revenue accounting processes to maximize profitability and streamline workflows.<br>• Ensure adherence to validation plans and regulatory standards in all financial activities.
<p>We are looking for an experienced Financial Analyst to join our team in Palm Beach Gardens, Florida. This long-term contract position offers the opportunity to work on transformative financial projects, including enhancing forecasting, budgeting, and reporting processes. The role involves collaboration across departments to ensure seamless data integration and governance while leveraging AI tools to improve efficiency and accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Support the implementation of a data transformation project aimed at improving financial forecasting and reporting processes.</p><p>• Collaborate with IT and data teams to ensure accurate integration and governance of financial data from various systems.</p><p>• Assist in the development and validation of driver-based forecasting models, incorporating financial assumptions and performance metrics.</p><p>• Act as a liaison between Finance, Operations, and IT teams to facilitate effective communication and user acceptance testing.</p><p>• Utilize AI technologies to automate reporting tasks, streamline financial analysis, and enhance forecasting capabilities.</p><p>• Contribute to change management efforts by documenting requirements and supporting user adoption of new tools.</p><p>• Ensure consistency and accuracy in financial data by applying sound governance practices.</p><p>• Provide insights and recommendations to improve financial planning processes and increase operational efficiency.</p><p>• Train and support team members in the use of new financial systems and tools.</p><p>• Monitor and evaluate the effectiveness of implemented strategies to achieve desired outcomes.</p>
<p><em>The salary range for this position is $100,000-$105,000 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>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong>Essential Duties and Responsibilities:</strong></p><p>The ideal candidate will leverage their analytical expertise and retail knowledge to provide actionable insights, manage financial reporting, and support business decision-making. This role requires a strong understanding of retail operations, financial planning, and accounting principles used in the retail industry.</p><ul><li>Complete various reports for accounting; itemize transactions on various reports into spreadsheets.</li><li>Conduct variance analysis on retail performance, identifying trends and opportunities for improvement.</li><li>Analyze sales, margins, and inventory to provide insights that drive profitability</li><li>Assist in preparing annual budgets and financial forecasts, aligning with retail goals.</li><li>Monitor retail department budgets to ensure adherence and highlight variances</li><li>Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.</li><li>Manage general ledger accounting and ensure compliance with GAAP</li><li>Reconcile accounts related to retail operations, including inventory and accounts payable.</li><li>Track and analyze key retail metrics such as inventory turnover, foot traffic, and basket size.</li><li>Utilize retail POS systems to extract and analyze data.</li><li>Identify and implement opportunities to streamline accounting and reporting processes.</li><li>Enhance retail reporting systems to improve data visibility for stakeholders</li><li>Accounts Receivable:</li><li> - Process and reconcile all customer invoices and payments.</li><li> - Research and resolve customer billing inquiries and disputes.</li><li> - Maintain accurate customer account records.</li><li> - Prepare and analyze monthly accounts receivable aging reports.</li><li> - Assist in the collection of outstanding debts.</li><li>Accounts Payable:</li><li> - Process and reconcile vendor invoices and payments.</li><li> - Maintain accurate vendor records.</li><li> - Prepare and analyze monthly accounts payable reports.</li><li> - Research and resolve vendor payment discrepancies.</li><li> - Assist with vendor relations.</li><li>Sales Tax:</li><li> - Prepare and file monthly/quarterly sales tax returns accurately and on time.</li><li> - Maintain accurate sales tax records and reconciliations.</li><li> - Research and stay updated on sales tax laws and regulations.</li><li> - Assist with audits and tax examinations.</li><li>Developing spreadsheet.</li></ul><p><br></p>
<p>We are looking for a skilled Claude AI Business Analyst. This role involves working closely with stakeholders to evaluate business processes and identify opportunities for AI-driven solutions. The ideal candidate will have a strong background in business analysis and experience collaborating in discovery calls to assess workflows, data usage, and technology integration.</p><p><br></p><p>Responsibilities:</p><p>• Participate in discovery calls to analyze and document business processes, workflows, and data flows.</p><p>• Collaborate with stakeholders to identify opportunities for AI agents to optimize business processes.</p><p>• Evaluate resource requirements and recommend appropriate AI tools and solutions.</p><p>• Conduct gap analyses to compare current state processes with future state objectives.</p><p>• Provide detailed documentation and insights to support the development of a structured AI playbook.</p><p>• Work within Agile Scrum methodologies to ensure efficient project delivery.</p><p>• Review and analyze call center customer service operations for potential AI integration.</p><p>• Serve as a liaison between technical teams and business stakeholders to ensure alignment.</p><p>• Present findings and recommendations to support decision-making for AI-driven strategies.</p><p>• Maintain clear and organized documentation throughout all stages of analysis.</p>
<p> Follow Shad on LinkedIn at #chalkboardtalk or on Instagram at shadlirarh for video’s on his open roles. Shad and his team at Robert Half is working with a Houston Galleria area investment holding firm that is looking for a Financial Analyst. This proven leadership is looking for a candidate that will perform a snap shot of the following aspects of the job. These include:</p><p>· Examine and assess economic and market trends, earning prospects, financial statements to determine and recommend suitable investment strategies</p><p>· Review investments and prepare materials and investment committee proposals for investment decision making</p><p>· Prepare and lead the ongoing refinement of real time monthly forecasts, analyze trends and variances</p><p>· Determine financial status by comparing and analyzing budgets and forecasts with actual results; identifying trends and exercising judgment to recommend corrective or strategic actions</p><p>A more detailed Job description will be given to qualified candidates. Candidate must have a Bachelor’s Degree in Accounting or Finance with a MBA a plus, 2 plus year’s of financial analysis experience, and can demonstrate advanced knowledge of Microsoft excel. For confidential consideration please contact Shad at [email protected] with your Microsoft Word resume with Financial Analyst in the subject line. Recommend a Friend and ask about our Referral Bonus program. </p>