<p><em>The salary range for this position is $100,000-$105,000 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>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><ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul><p><strong>CORE COMPETENCIES:</strong></p><ul><li>Accountability</li><li>Building relationships and partnerships</li><li>Building confidence & integrity</li><li>Business Savvy</li><li>Strategic Management</li><li>Change of Direction</li></ul><p><br></p>
<p>Follow Shad on LinkedIn at #CHALKBOARDTALK and watch his videos on his open roles. Shad and his team at Robert Half is working with a West Houston Energy Client is looking for a Senior Financial Analyst that will support a segment of their business that supports Finance, Risk, Trading and Commercial lines. We're searching for a results-driven <strong>Senior Financial Analyst – FP& A</strong> to take on a pivotal role, propelling efficiency and profitability forward through groundbreaking financial analysis and reporting. This position offers the opportunity to work closely with influential leadership, drive strategic decision-making, and mentor the next generation of financial professionals in a dynamic and fast-paced environment. Company supports a Hybrid work model and Role has base salary, bonus potential and benefits. For Confidential Consideration please e-mail Shad at [email protected]</p><p><strong> </strong></p><ul><li><strong>Business Decision Support:</strong> Collaborate with Risk, Finance, and Commercial teams to deliver high-caliber reconciliation and commentary on mark-to-market economic versus financial profitability timing and reporting differences. Leverage exceptional analytical and modeling skills to drive strategic insights.</li></ul>
Employment Type: permanent | Hybrid one day a week from home Robert Half is working with a growing logistics company in Long Beach, CA, to find a results-driven Financial Analyst who’s ready to make a strategic impact. If you’re passionate about financial analysis, business strategy, and continuous improvement, this is your opportunity to join a thriving industry and a company focused on innovation and growth. Key Responsibilities: Analyze financial reports and flag discrepancies for resolution by management Prepare and lead strategic business reviews with a focus on actionable insights Drive performance by partnering on business-related projects such as modeling scenarios and tracking key metrics Own forecasting, budget alignment, spend tracking, month-end close activities, PO approvals, and headcount management Collaborate closely with Accounting to manage close processes, deliverables, and timelines Recommend and implement improvements in forecasting, reporting, and automation Challenge current practices and contribute fresh perspectives to support business goals Ensure full compliance with internal policies and procedures Handle ad hoc projects, including process improvement initiatives and scenario analysis Guide and mentor entry level finance staff, reviewing work and supporting detail oriented development Qualifications: Bachelor’s degree in Finance, Accounting, Business, or related field 2+ years of experience in Financial Planning & Analysis (FP& A) or a related finance role Strong understanding of forecasting, budgeting, and variance analysis Proven experience leading business reviews and delivering data-driven insights Advanced Excel skills and familiarity with financial systems and reporting tools Excellent problem-solving, analytical, and communication skills Ability to thrive in a fast-paced, team-oriented environment Why Join? Be part of a dynamic and expanding logistics company at the forefront of innovation Take on a high-impact role with visibility to leadership Competitive compensation and opportunities for career advancement Work in a collaborative, growth-focused environment Ready to move your finance career forward in the logistics world? <br> Apply today and connect with a Robert Half recruiter to learn more about this exciting opportunity.r confidential consideration, please email your recruiter with Robert Half. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013202561 . email resume to [email protected]
<p>Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Financial Analyst for a consulting company in Reno. **No relocation or sponsorship is offered, this role requires someone to live in Reno.**</p><p>Your main responsibility will be to support our Managers in executing projects. You will develop dashboards in Power BI. This role requires a blend of financial analytical and technical skills to deliver insightful reporting. You will develop and maintain dashboards and data models, work collaboratively with our colleagues and customers, and help customers gain better insights into their company’s performance. Our customers are typically private equity portfolio companies in a variety of industries.</p><p>We use Microsoft Power BI as our front-end visualizations application, so ideally, you will have some experience working within that application. You are a Microsoft Excel power-user, who has expertise in using Power Pivot and Power Query, and has developed measures using DAX.</p><p>Key Responsibilities:</p><p>● Collaborate with team members and customers to execute projects that deliver KPIs and actionable insights.</p><p>● Understand financial statements and build custom reports using our data models</p><p>● Develop clear and useful Power BI dashboards, using appropriate visualizations</p><p>● Understand relational databases structures and ability to efficiently translate structured data into effective reports</p><p>● Be a “get things done” individual, who wants to add value to your clients and colleagues.</p><p>● Stay updated with the latest BI features and technologies, recommending updates and improvements where necessary.</p><p>About You</p><p>We are looking for a candidate who is experienced with financial planning and analysis (FP& A), is an MS Excel power user, has experience with Power BI, and who is excited to work hard to deliver high quality analytics and reporting to our clients. While excellent grades at colleges are a strong signal of how you approach your work, we also care about your practical experience, the work you have delivered to date, and your demonstrated work ethic. For example, you should have a clear explanation for how you have added value in your prior work experience. We expect you to have strong technical and quantitative skills, and we are looking for someone who enjoys learning. We are seeking someone who is resourceful, curious, and resilient when tackling challenges. You will work on multiple projects at once, so you will need to have strong time management skills. </p><p>The company offers a competitive compensation and benefits package, but above all a great opportunity to build highly valuable experience in analytics. They have strong mentorship and ability to grow talent. </p><p>Interested in learning more? Please contact me today!</p>
We are looking for a skilled Financial Analyst to join our team in Lewiston, Maine. In this role, you will be responsible for analyzing financial data, developing models, and providing insights to support strategic decision-making. This position is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization within the printing and publishing industry.<br><br>Responsibilities:<br>• Analyze financial data to uncover trends and provide actionable recommendations to senior leadership.<br>• Create and maintain robust financial models to assist with budgeting, forecasting, and strategic planning.<br>• Perform due diligence for potential acquisitions, including valuation analysis and risk assessment.<br>• Develop and present dashboards, KPIs, and reports using tools such as Excel, Power BI, and PowerPoint.<br>• Identify and implement process improvements to enhance the efficiency and accuracy of financial reporting.<br>• Collaborate with internal finance teams and external partners to ensure precision in financial data and reporting.
<p><br></p><p> We are seeking a detail-oriented <strong>Financial Analyst</strong> to join our team. This role will support management by analyzing financial data, preparing reports, and providing insights that drive business decisions. The ideal candidate is analytical, organized, and comfortable working with large data sets and financial models.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collect, analyze, and interpret financial data to identify trends, variances, and opportunities</li><li>Prepare monthly, quarterly, and annual financial reports for management</li><li>Assist with budgeting, forecasting, and financial planning processes</li><li>Build and maintain financial models to support business strategies</li><li>Monitor key performance indicators (KPIs) and provide recommendations for improvement</li><li>Support audits, compliance reviews, and ad-hoc financial projects</li><li>Collaborate with cross-functional teams to provide financial insights for operations and strategy</li></ul><p><br></p>
<p>Are you a numbers-driven problem solver with a knack for turning data into actionable insights? Jana Chapman with Robert Half is seeking a Financial Analyst to join the team of a well respected clients. This role offers the opportunity to work in a fast-paced, collaborative environment where your analytical skills will directly impact business decisions.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop, analyze, and maintain financial models to support forecasting, budgeting, and strategic planning.</li><li>Prepare monthly, quarterly, and annual financial reports for management review.</li><li>Analyze financial data and trends to identify opportunities for cost savings and revenue growth.</li><li>Partner with cross-functional teams to provide financial guidance on business initiatives.</li><li>Support variance analysis and provide clear explanations for performance deviations.</li><li>Ensure accuracy, integrity, and compliance of financial data with company policies and regulatory requirements.</li></ul><p>Please reach out to Jana Chapman with Robert Half to review this position. Job Order: 03600-0013281265</p><p><br></p>
<p>Follow Shad on LinkedIn at #CHALKBOARDTALK and watch his videos on his open roles. Shad and his team at Robert Half is working with a West Houston Energy Client is looking for a Financial analyst. This newly created role will support supply, inventory and marketing. Role will work with various areas of the business to provide high quality advice on financial impacts through exceptional analytical and financial modeling skills. A snapshot of role will be Planning & forecasting and responsible for tracking company’s financial performance against a plan, analyzing business performance and market conditions to create forecasts, and help senior management make tactical and strategic decisions by providing periodic reports. Company's compensation make up is base salary, bonus potential and benefits and a hybrid work model. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with in the subject line.</p>
<p>Are you a data-driven professional with a passion for numbers and strategic decision-making? Robert Half is working with a fast-growing client to add a Financial Analyst to their team. This role is integral to supporting company operations through sharp financial insights and data analysis. If you enjoy working in a collaborative environment and are ready to make a tangible impact on a company’s financial success, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Conduct financial analysis, forecasting, and budgeting to guide decision-making. </li><li>Design, generate, and interpret financial models to analyze trends and evaluate business performance.</li><li>Collaborate with teams to develop and maintain reports that monitor key performance indicators (KPIs).</li><li>Assist in month-end and year-end financial reporting processes.</li><li>Provide strategic recommendations based on cost analysis, market performance, and risk assessment.</li><li>Identify opportunities for operational cost reduction and process efficiencies.</li><li>Ensure compliance with internal policies and external regulations, such as SOX (Sarbanes-Oxley Act).</li><li>Partner with leadership to evaluate new business opportunities and investments.</li></ul><p><br></p>
<p>We are looking for a skilled Investment Analyst to join our client's team in the Twin Cities. This role requires a detail-oriented individual with a strong background in investment analysis who can deliver insightful recommendations to the firm. If you are passionate about financial markets and enjoy analyzing complex investments, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analysis on investment opportunities, assessing asset condition, financial performance, and risk factors.</p><p>• Evaluate the structure and performance of complex financial products to identify and prioritize potential risks.</p><p>• Analyze and compare performance relative to industry peers and prevailing market conditions.</p><p>• Prepare detailed technical reports and provide recommendations to clients based on findings, both in written and verbal formats.</p><p>• Manage the lifecycle of assigned investment reviews, ensuring timely and accurate completion.</p><p>• Perform analysis on investment assessing their financial status, controls, and overall investment quality.</p><p>• Collaborate with team members to ensure quality control and consistency in reviews.</p><p>• Represent the firm at client meetings, building relationships and sharing insights.</p><p>• Support clients by leveraging analysis to enable informed investment decisions.</p>
<p><strong>About the Role:</strong></p><p> Robert Half is seeking a detail-oriented and strategic <strong>Financial Analyst</strong> with experience in the education sector to join our client’s team. The ideal candidate will have a strong background in financial planning, analysis, and reporting, with a focus on educational institutions, programs, or budgets. This role provides the opportunity to make a meaningful impact in supporting educational initiatives through accurate financial insight and data-driven recommendations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, analyze, and interpret financial statements, reports, and metrics related to educational programs or institutions.</li><li>Monitor budgets, track expenditures, and provide variance analysis to ensure financial compliance.</li><li>Assist with forecasting, financial modeling, and strategic planning initiatives.</li><li>Collaborate with administrators, department heads, and stakeholders to align financial strategy with organizational goals.</li><li>Identify trends, opportunities, and risks within education-related financial data.</li><li><br></li></ul>
<p><strong>Now Hiring: Entry-Level Financial Analyst! Start Your Journey in Finance Today!</strong></p><p><br></p><p>Are numbers your jam? Do you find joy in uncovering stories hidden in spreadsheets? Are you ready to embark on a career adventure at the intersection of data and decision-making? If yes, then YOU could be our next Financial Wizard (well, technically Entry-Level Financial Analyst…but that’s basically the same thing)!</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>As an Entry-Level Financial Analyst, your job will be all about helping us make smarter business decisions. Here's a snapshot of what that looks like:</p><ul><li>Dive into financial data and uncover actionable insights like a treasure-hunting data detective. 🕵️♂️</li><li>Assist in creating dazzling reports and presentations that will help us inform smart business strategies. Bonus points for creativity! 🎨📊</li><li>Track budgets, analyze trends, and contribute ideas for cost-saving opportunities. You’ll be a bit of a profit superhero! 🦸♀️</li><li>Learn on the fly and contribute to forecasting, financial modeling, market research, and more—it’s like having an all-access backstage pass to the business world.</li></ul><p><br></p>
<p>Position Summary:</p><p>We are seeking a proactive and analytical Financial Analyst to join our team on a contract basis. This onsite role will support financial planning, reporting, and analysis to help drive strategic decision-making. The ideal candidate has strong Excel skills, experience with financial modeling, and the ability to interpret complex data.</p><p>Key Responsibilities:</p><ul><li>Develop and maintain financial models and forecasts</li><li>Analyze financial performance and variances</li><li>Prepare reports and dashboards for leadership</li><li>Support budgeting and strategic planning processes</li><li>Collaborate with cross-functional teams to gather and validate data</li></ul>
<p>We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.</p><p><br></p><p>Responsibilities:</p><ul><li>Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.</li><li>Analyze clients' financial goals, risk tolerance, and retirement needs.</li><li>Prepare personalized financial plans based on clients' short- and long-term goals.</li><li>Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.</li><li>Help clients determine how much they need to save for retirement and create a strategy to meet those targets.</li><li>Plan for retirement income strategies and minimizing tax liabilities in retirement.</li><li>Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.</li><li>Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.</li><li>Provide guidance on charitable giving strategies to support clients’ philanthropic goals.</li><li>Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.</li><li>Advise clients on managing personal and business risks and mitigating potential financial losses.</li><li>Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.</li><li>Help clients make informed decisions about saving, spending, and investing their money.</li><li>Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.</li><li>Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.</li><li>Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.</li></ul><p>For immediate consideration, contact [email protected]</p>
<p>Position Summary:</p><p>We are seeking a proactive and analytical Financial Analyst to join our team on a contract basis. This onsite role will support financial planning, reporting, and analysis to help drive strategic decision-making. The ideal candidate has strong Excel skills, experience with financial modeling, and the ability to interpret complex data.</p><p>Key Responsibilities:</p><ul><li>Develop and maintain financial models and forecasts</li><li>Analyze financial performance and variances</li><li>Prepare reports and dashboards for leadership</li><li>Support budgeting and strategic planning processes</li><li>Collaborate with cross-functional teams to gather and validate data</li></ul>
<p>Are you ready to join an exciting, rapidly growing company that’s making waves in its industry? A scaling company Downtown Los Angeles is seeking a dynamic <strong>Financial Analyst</strong> to become an integral part of their team in a <strong>hybrid role</strong>, blending remote work flexibility with collaborative in-office innovation. If you are proficient in <strong>NetSuite</strong>, passionate about financial analysis, and eager to contribute to a thriving organization, we want to hear from you!</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><p>This is an incredible opportunity to partner with a client experiencing dynamic growth and expansion. They value collaboration, creativity, and professional development, providing a supportive yet fast-paced environment where you can truly shine. The role also offers the potential to transition into a permanent position for the right candidate!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial data and trends to provide actionable insights that support strategic business decisions.</li><li>Prepare detailed variance analyses, forecasts, and reports for management, ensuring data accuracy.</li><li>Support month-end and year-end closing processes, including reconciliation and reporting.</li><li>Utilize NetSuite to manage budgeting, reporting, and financial systems, optimizing processes within the platform.</li><li>Contribute to financial modeling and support budgeting efforts across departments.</li><li>Collaborate with cross-functional teams to ensure compliance with internal policies and external regulations.</li><li>Assist with ad hoc projects related to financial performance and operational efficiency.</li></ul>
<p>We are looking for a driven and detail-oriented Financial Analyst to join a growing team in the West Metro. This role is integral to providing strategic insights through financial reporting, forecasting, and performance analysis that support decision-making across the organization. The ideal candidate will have a strong analytical mindset and the ability to work collaboratively to enhance financial processes.</p><p><br></p><p>This opportunity comes with full benefits including PTO, profit sharing, and 401k match.</p><p><br></p><p>If interested, please hit 'apply' or reach out to Jordan Docken on LinkedIn</p>
<p>Robert Half is partnering with a manufacturer seeking a meticulous and driven professional for a <strong>Financial Analyst and Accounting</strong> role. This position involves a balanced mix of responsibilities, combining financial analysis with core accounting tasks to contribute to the financial health and operational success of the organization. The ideal candidate will possess both strong analytical skills and a solid foundation in accounting principles, enabling them to deliver insights, reconcile data, ensure compliance, and manage financial reporting processes effectively.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><p><em>Accounting Duties (50%):</em></p><ul><li>Perform <strong>monthly customer pricing </strong>with focus on accuracy and timeliness.</li><li>Manage <strong>AP payment runs on a weekly basis</strong></li><li>Support <strong>monthly close processes</strong> in alignment with accounting guidelines and company deadlines.</li><li>Prepare comprehensive <strong>monthly financial packets</strong> for internal stakeholders.</li><li>Reconcile and track specific data, such as <strong>product adjustments</strong>, ensuring resolution of discrepancies.</li><li>Update and review <strong>standard costings</strong> to align with current operational realities.</li></ul><p><em>Financial Analyst Duties (50%):</em></p><ul><li>Conduct thorough financial analysis to provide actionable insights for business decisions and strategic planning.</li><li>Collect, organize, and evaluate datasets, utilizing tools like <strong>pivot tables</strong> to identify trends, variances, and opportunities for improvement.</li><li><strong>Prepare detailed financial reports</strong> and visual narratives for stakeholders to better understand performance metrics.</li><li>Collaborate across departments to facilitate clear communication of analytical findings.</li><li>Perform quantitative analysis to<strong> support forecasting, budgeting</strong>, and long-term financial performance predictions.</li><li>Oversee and review metrics involving customer testing invoice data</li></ul><p><strong>Key Competencies & Skills:</strong></p><ul><li>Strong analytical and problem-solving abilities with proficiency in financial modeling and reporting.</li><li>Proficient in Excel (pivot tables, VLOOKUPs, etc.) and familiarity with accounting ERP</li><li>Solid understanding of GAAP principles and accounting cycle management.</li><li>Excellent written and verbal communication skills for delivering insights to both technical and non-technical audiences.</li><li>Ability to prioritize and juggle multiple responsibilities in a fast-paced environment with tight deadlines.</li></ul>
<p>We are looking for a Senior Treasury Analyst to join our clients Treasury Team in the Twin Cities, Minnesota. This role is essential in managing liquidity, overseeing cash investments, and building strong banking relationships to ensure the security and optimization of assets. The ideal candidate will excel at forecasting, analyzing financial data, and collaborating across departments to support strategic treasury initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee liquidity management and ensure cash investments align with organizational goals.</p><p>• Collaborate with investment, tax, technology, and accounting teams to process private asset transactions and verify wire instructions.</p><p>• Partner with portfolio managers to position cash effectively for daily trading needs.</p><p>• Manage foreign exchange transactions across private and public asset portfolios, resolving settlement issues independently.</p><p>• Develop and maintain accurate cash forecasts for foundations and families, meeting operational and tax requirements.</p><p>• Optimize returns by managing money markets, CDs, and other financial instruments while prioritizing asset safety.</p><p>• Build and maintain relationships with domestic and international banking partners to ensure efficient account setups and transactions.</p><p>• Lead strategic treasury initiatives, driving process improvements and automation.</p><p>• Provide regular reporting and insights to senior leadership to support decision-making.</p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> [Full-Time | Contract | Contract-to-Hire | Project-Based]</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p>The Portfolio Analyst will work closely with the Managing Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><p><br></p><p> Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:</p><ul><li>Prepare client account paperwork</li><li>Coordinate alternative investment subscription/redemption requests</li><li>Process money movements (checks, journals, wires, account transfers, etc.)</li><li>Process quarterly estimated tax payments, annual RMDs and gifting securities</li><li>Prepare materials for client review meetings</li><li>Prepare tax packets for CPAs</li><li>Administer client files</li><li>Support quarterly performance reporting process</li><li>Support daily trade blotter process</li><li>Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)</li><li>Deposit client funds and maintain checks and securities receipt log</li><li>Provide back up support in absence of other associates</li><li>Support various audits and projects as necessary</li></ul><p><br></p>
<p>Robert Half is recruiting for a skilled Financial Analyst to join our client's team in Durham, North Carolina. In this role, you will play a critical part in managing financial processes, analyzing data, and supporting accounting activities. The ideal candidate will bring at least five years of experience in financial analysis or accounting, with a preference for expertise in the Retail or Consumer Goods </p><p><br></p><p>Responsibilities:</p><p>• Perform month-end close tasks including preparing journal entries, analyzing accruals, and reconciling accounts.</p><p>• Handle daily accounting transactions, conduct reconciliations, and provide ad hoc financial analyses as required.</p><p>• Assist in the preparation of accurate financial statements and internal reports.</p><p>• Monitor and reconcile inventory transactions across accounting software, inventory systems, and retail platforms.</p><p>• Analyze inventory movements, shrinkage, and cost variances to identify trends and areas for improvement.</p><p>• Evaluate retail sales and inventory data across multiple systems, ensuring the accuracy of purchase orders and invoices.</p><p>• Manage retail payment applications, resolving short payments or deductions in a timely manner.</p><p>• Investigate and resolve payment disputes, chargebacks, and other deductions in collaboration with retail partners and brokers.</p><p>• Collaborate with sales, operations, and external brokers to align on retail financial processes and resolve discrepancies.</p><p>• Support financial and business initiatives by creating models, reports, and analyses using Excel.</p><p><br></p><p>For immediate consideration please contact Steve Fields at 919-787-8226</p>
<p>A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner. </p><p><br></p><p><br></p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
