<p>We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends, variances, and opportunities for improvement.</p><p>• Prepare detailed reports and presentations to support key business decisions.</p><p>• Evaluate fixed income securities and conduct loan valuations.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Utilize advanced Microsoft Excel techniques for data analysis and modeling.</p><p>• Ensure compliance with accounting standards and economic principles in all analyses.</p><p>• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.</p><p>• Coordinate multiple projects simultaneously while adhering to strict deadlines.</p><p>• Maintain detailed documentation using tools like Confluence and Crystal Reports.</p><p>• Contribute to capital management processes by providing actionable insights.</p>
<p>We are looking for an experienced and driven Senior Financial Analyst to join our team. This is mostly remote role, but candidates MUST live in the Charlotte, NC region. This role is pivotal in overseeing the month-end close process, delivering insightful revenue analysis, and collaborating across departments to enhance operational efficiency. The ideal candidate will play a critical role in ensuring accurate financial reporting and providing actionable insights to support business growth.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the monthly financial close process to ensure timely and accurate reporting of results.</p><p>• Prepare and post journal entries related to revenue, accruals, payroll, prepaid expenses, fixed assets, and other operational accounts.</p><p>• Conduct monthly balance sheet reconciliations and analyze variances to identify trends.</p><p>• Collaborate with teams such as Accounting and Accounts Payable to guarantee the accuracy and completeness of financial data.</p><p>• Support both internal and external audit processes by preparing schedules and relevant documentation.</p><p>• Perform detailed revenue analysis across customers, channels, and product lines to uncover key business drivers.</p><p>• Assist with monthly forecasting cycles, emphasizing revenue and margin analysis.</p><p>• Monitor key revenue metrics and provide actionable insights to leadership teams.</p><p>• Partner with Sales, Operations, and Customer Service to refine processes related to revenue recognition, billing, and collections.</p><p>• Drive system enhancements and data automation efforts to streamline financial reporting processes.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Are you a detail-oriented professional with a knack for using data to drive impactful business decisions? Do you thrive in a fast-paced environment where your financial expertise and analytical skills can influence strategy and program success? If you’re looking for a role that combines data analysis, financial forecasting, and creativity, this opportunity is for you!</p><p><br></p><p><strong>Why You Should Apply:</strong></p><p> This is your chance to combine financial expertise, data analysis skills, and innovative thinking to make a difference! If you're driven by results, inspired by collaboration, and excited to bring data-driven insights to life, send a current resume to Kristen Lee on LinkedIn or apply directly to this posting today!</p><p><br></p><p>We are seeking a Financial Data Analyst to join our team based in Des Moines, IA. This hybrid role where you will play a key role in analyzing financial and program data, creating insights that steer strategic decision-making, and shaping the success of energy efficiency initiatives.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Evaluate and interpret complex financial and program data to uncover actionable insights that improve performance and efficiency.</li><li>Build and maintain financial dashboards and tracking tools to monitor metrics with clarity and precision.</li><li>Prepare comprehensive reports and engaging presentations for stakeholders, communicating financial insights that drive results.</li><li>Collaborate with internal teams and external stakeholders to align analytical findings with business objectives.</li><li>Contribute to financial forecasting, accounts payable processes, and overall financial planning efforts.</li><li>Support the creation of program documentation, including guidelines, manuals, and visual management tools.</li><li>Monitor program expenses and identify opportunities for cost optimization or risk mitigation.</li><li>Assist in developing and implementing strategies that ensure program success and align with organizational goals.</li></ul><p><br></p>
<p>We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile reports on portfolio performance on a regular basis</p><p>• Monitor and update client asset allocations</p><p>• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds</p><p>• Prepare and coordinate materials for client meetings</p><p>• Compile quarterly tax projections</p><p>• Handle account creation and maintenance </p><p>• Manage money movement including wire transfers and journals</p><p>• Maintain and update the database regularly</p><p>• Conduct ad hoc project management </p><p>• Assist in portfolio performance updates</p><p>• Provide operational functions to support the Partners and their team. </p><p><br></p><p>Skills: </p><p><br></p><p>• Annual Financial Plan</p><p>• Financial Planning</p><p>• Financial Reconciliation</p><p>• Financial Services</p><p>• Personal Financial Specialist</p>
<p>We are seeking a detail-oriented and analytical <strong>Accounts Payable Analyst</strong> to join our team. The ideal candidate will be responsible for managing the end-to-end accounts payable process, ensuring accuracy, compliance, and timeliness in all vendor payments. This role requires strong problem-solving skills, excellent communication, and the ability to work effectively in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, process, and reconcile invoices accurately and in a timely manner.</li><li>Ensure proper coding of invoices to general ledger accounts.</li><li>Prepare and execute payment runs, including ACH, wire transfers, and checks.</li><li>Reconcile vendor statements and resolve discrepancies.</li><li>Maintain vendor records and ensure compliance with company policies and internal controls.</li><li>Assist with month-end close by preparing accruals and reconciliations.</li><li>Monitor AP aging and provide reporting as needed.</li><li>Collaborate with cross-functional teams to resolve invoice/payment issues.</li><li>Support internal and external audits by providing documentation and explanations.</li></ul><p><br></p>
<p>We are looking for an experienced <strong>Lead SEC Analyst</strong> to join our team in <strong>Houston, Texas</strong>. This role involves overseeing the preparation and review of financial statements and disclosures for public registrants while ensuring compliance with U.S. GAAP and SEC regulations. The ideal candidate will have strong technical accounting expertise, exceptional attention to detail, and the ability to collaborate across teams to meet reporting requirements.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare and review financial statements, including cash flow statements and related disclosures, in compliance with U.S. GAAP and SEC regulations.</p><p>• Collaborate with various business units to gather necessary information for internal and external financial reporting.</p><p>• Examine workpapers prepared by team members to ensure accuracy and adherence to reporting standards.</p><p>• Conduct technical accounting research and partner with the Accounting Research team to implement new accounting pronouncements.</p><p>• Develop and maintain quarterly and annual disclosure checklists to ensure compliance with required reporting standards.</p><p>• Review and analyze SEC filing data within Workiva for assigned filing areas.</p><p>• Serve as a liaison with external auditors, providing necessary documentation and support during audits.</p><p>• Contribute to special projects and ad hoc assignments as needed.</p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>We are looking for a Senior Financial Analyst in the West Metro. This role is ideal for someone with a strong background in finance and accounting, seeking to contribute to a dynamic environment. The ideal candidate will use their analytical expertise to drive process improvements and deliver meaningful insights that support strategic decision-making.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and hybrid work schedule. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken</p>
We are looking for a highly skilled Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will provide critical support for business applications, ensuring efficient troubleshooting, training, and documentation processes. The ideal candidate will have a proven ability to work independently, prioritize tasks, and resolve complex issues while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Troubleshoot and resolve issues related to business applications, ensuring minimal disruption to operations.<br>• Provide guidance and training to end-users on system usage and best practices.<br>• Develop and maintain comprehensive documentation for business applications and processes.<br>• Act as the primary functional owner for designated applications or modules, overseeing their efficient operation.<br>• Investigate and address user requests with a focus on timely resolution and escalation when necessary.<br>• Collaborate with teams to meet service level agreements and enhance system performance.<br>• Lead projects aimed at resolving complex technical challenges and implementing system improvements.<br>• Expand responsibilities to include additional functional areas and applications as expertise grows.<br>• Analyze data to support financial decision-making and improve operational efficiency.<br>• Ensure compliance with financial regulations and standards through auditing and reporting.
<p>Rapidly growing client seeks a proactive and strategic M& A Analyst to oversee financial operations for their distribution business. The M& A Analyst will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>· Collaborate with internal teams to access financial performance and cost efficiency</p><p>· Analyze financial data and prepare monthly, quarterly, annual reports</p><p>· Coordinate with management team on profit loss analysis</p><p>· Report on various investment analysis</p><p>· Develop financial models and pricing strategies to support sales and margin improvement</p><p>· Implement internal controls and financial procedures to safeguard company assets</p>
<p>We are looking for a dedicated Financial Data Analyst to join our team on a long-term contract basis in Princeton, New Jersey. In this role, you will leverage your expertise in data analysis and visualization to support business operations and drive financial decision-making. This is an excellent opportunity to contribute to a dynamic manufacturing environment with a focus on enhancing data-driven strategies. This role is hybrid onsite (3 days a week) in Princeton, NJ. Advanced skills with Power BI are required.</p><p><br></p><p>Responsibilities:</p><p>• Design and develop Power BI dashboards to visualize key metrics and support business objectives.</p><p>• Conduct comprehensive data analysis to uncover insights and trends that drive strategic decisions.</p><p>• Map and document data requirements to ensure alignment with business needs.</p><p>• Create detailed and ad-hoc reports using advanced Excel techniques for financial planning and analysis.</p><p>• Perform profit and loss (P& L) analysis to evaluate financial performance and identify improvement areas.</p><p>• Support budgeting and forecasting processes by providing accurate and timely data.</p><p>• Manage headcount analysis and provide recommendations based on workforce trends.</p><p>• Collaborate with cross-functional teams to ensure data consistency and integrity.</p><p>• Monitor and report on financial trends to support long-term organizational goals.</p>
We are looking for a skilled Revenue Cycle Analyst to join our team in Orlando, Florida. In this Contract-to-Permanent position, you will play a critical role in optimizing healthcare revenue cycle processes, ensuring the accuracy of medical billing, and managing claims with diligence. This is an excellent opportunity for professionals with a strong background in healthcare financial management to contribute to a dynamic and patient-focused organization.<br><br>Responsibilities:<br>• Analyze healthcare revenue cycle processes to identify areas for improvement and ensure operational efficiency.<br>• Manage medical billing functions and oversee the accurate processing of claims.<br>• Review and resolve collections issues, ensuring compliance with financial regulations.<br>• Monitor and document payment postings while maintaining thorough records for analysis.<br>• Collaborate with cross-functional teams to implement best practices in revenue cycle management.<br>• Conduct detailed financial analyses to ensure compliance with healthcare billing standards.<br>• Utilize Microsoft Excel and other Office Suite tools to prepare and present data-driven reports.<br>• Support account management activities to maintain positive client relationships.<br>• Ensure adherence to compliance functions and policies in all aspects of revenue cycle activities.
<p>Robert Half Legal is recruiting a Transactions Analyst, or corporate paralegal, for a highly successful public finance law firm in the San Francisco Bay Area (remote work is OK). The Transactions Analyst is responsible for assisting in the drafting and preparation of bond prospectuses (official statements), bond indentures, loan agreements, bond purchase agreements and legal opinions. This is a fantastic telecommute (or, if desired, hybrid or in-office) opportunity for a corporate paralegal or transactional legal assistant to gain experience in the world of large public works projects and important public financing transactions.</p><p><br></p><p>The following are the qualifications for the Transactions Analyst:</p><p>• 2+ years of legal experience (transactional is desired) or financial industry experience;</p><p>• Desire to become a career corporate paralegal/legal analyst ; </p><p>• Very detail-oriented and analytical (good at issue spotting), highly organized, strong writing and editing skills, and good with numbers (Excel proficiency is a plus); and</p><p>• College degree is preferred.</p><p><br></p><p>This is a coveted direct-hire opportunity to work remotely (or in-office, if wanted) with a wonderful law firm with long-term staff tenure. We have placed several paralegals at the firm over the past decade and they all really love the attorneys and very interesting analytical work. The base salary range (for 7-hour work day, plus overtime) is $60,000 – 85,000+/year, generous bonuses and annual salary reviews, and they offer excellent employment benefits (comprehensive medical and dental plans, 401k with match, commuter checks, etc.). </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!</p>
<p><strong>Job Description</strong></p><ul><li>Review and process new client account opening documentation and maintain existing accounts in a timely manner, ensuring accuracy and reducing exceptions in the Onboarding and Exception Logs.</li><li>Ensure compliance with the Bank’s Policies and Procedures within the Documentation Department to achieve satisfactory ratings from regulators and internal auditors.</li><li>Maintain clear and concise program schedules, meeting established goals and timelines.</li><li>Coordinate and complete training schedules for assigned departments and internal clients, promoting awareness and adherence to Compliance and Risk Policies.</li><li>Support and strengthen the organization’s Compliance Culture by emphasizing the importance and growing complexity of compliance requirements.</li></ul><p><br></p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p>Thriving, Philadelphia non-profit, seeks a Sr. Financial Reporting Analyst who can oversee and execute financial reporting activities. This Sr. Financial Reporting Analyst will be responsible for preparing monthly, quarterly financial reports, researching complex accounting transactions, ensuring timely and accurate financial reporting to regulatory bodies and stakeholders, developing and implementing financial reporting processes and controls, identifying areas for process improvement, performing comprehensive financial analysis, and assisting with all aspects of the external auditing process. The ideal Sr. Financial Reporting Analyst should have the ability to work with senior executives on strategic thinking and financial models for company growth and participate/lead special projects related to financial reporting, mergers and acquisitions, and system implementations.</p><p> </p><p><strong><u>Responsibilities</u></strong></p><p>· Create formation to automate better reporting processes where needed</p><p>· Work with accounting department to manage cash flow and balance sheet statements</p><p>· Liaise between GAAP and management reporting</p><p>· Enhance reporting packages for internal management purposes</p><p>· Finance lead in consolidated payroll system</p><p>· Construct plan around productivity metrics across organization</p><p>· Financial analysis of ongoing business</p>
<p>Follow Shad's Video format on #chalkboardtalk on LinkedIn for his video’s on his open roles. Shad and his team at Robert Half is recruiting for a Oil and Gas Client that is looking for a candidate out that understands ASC 815. This Staff Role will be great for a candidate looking to make a move out of public accounting and ready to be part of a dynamic leadership team. This role requires public accounting experience, 2 plus year’s of experience working with clients that have complex ASC 815 Derivatives. Company supports a hybrid work model. 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 Financial Accounting Analyst ASC 815 in the subject line.</p>
<p>We are seeking a detail-oriented and data-savvy professional to lead a short-term project focused on data cleanliness, readiness, and analytics. This role will be responsible for managing master data across systems (JDE, Vendor Master, Salesforce), collaborating with cross-functional teams, and leveraging Power BI to deliver insights and maintain data integrity.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Own and maintain master data records in ERP/CRM systems (JDE, Salesforce).</li><li>Ensure data accuracy, consistency, and completeness across platforms.</li><li>Collaborate with Supply Chain, Product Management, Finance, Operations, Procurement, Sales, and IT to align data needs.</li><li>Monitor data workflows and resolve discrepancies across business units.</li><li>Lead data cleansing, migration, and enrichment efforts.</li><li>Perform regular audits and data quality checks.</li><li>Develop and enforce data governance policies and SOPs.</li><li>Generate dashboards and reports using Power BI to track data quality KPIs.</li><li>Support system upgrades and process improvements related to master data.</li><li>Train internal users on data standards and best practices.</li></ul><p>Required Skills:</p><ul><li>Power BI: Strong experience in modeling, analytics, and dashboard creation.</li><li>Excel: Intermediate proficiency (VLOOKUPs, pivot tables, data modeling).</li><li>Experience working with large datasets and maintaining data integrity.</li><li>Strong analytical acumen and attention to detail.</li></ul><p>Preferred Skills:</p><ul><li>Excellent interpersonal skills; able to work effectively across teams.</li><li>Experience with a large ERP such as Oracle, JDE, SAP</li><li>Familiarity with data governance frameworks.</li></ul><p><br></p><p>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.</p>
<p>We are looking for several detail-oriented Revenue Cycle Clerks to join our team in Federal Way, Washington. This long-term contract position focuses on managing and analyzing credit balances within the healthcare revenue cycle. The role involves critical thinking, problem-solving, and a strong ability to investigate and resolve discrepancies in medical claims. After completing a two-week in-office training, the position transitions to a fully remote setup.</p><p><br></p><p>Responsibilities:</p><p>• Analyze credit balances and determine appropriate actions to address overpayments from insurance payers.</p><p>• Conduct thorough investigations into medical claims to identify discrepancies and root causes.</p><p>• Process refunds and adjustments accurately, ensuring compliance with healthcare billing standards.</p><p>• Utilize payer portals and electronic remittance systems to review and resolve claims issues.</p><p>• Collaborate with internal teams to ensure proper documentation and resolution of revenue cycle tasks.</p><p>• Apply critical thinking to identify patterns and suggest process improvements.</p><p>• Participate in a structured training program combining classroom learning and hands-on practice.</p><p>• Handle retractions and adjust financial records based on investigative findings.</p><p>• Manage data using internal tools, Outlook, Excel, and SharePoint.</p><p>• Communicate effectively with stakeholders to address queries and provide updates.</p>
<p><strong>Investment Banking Client Services Analyst</strong></p><p>Fort Worth, TX (Hybrid)</p><p>Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail.</p><p>Key Duties:</p><ul><li>Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts.</li><li>Oversee cash flow documentation, resolving investor queries swiftly.</li><li>Partner with third-party admins for subscriptions, redemptions, AML/KYC.</li><li>Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers.</li><li>Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance.</li></ul><p>Qualifications:</p><ul><li>2-3 years in investment firm client support.</li><li>Stellar communication and organization.</li><li>CRM/MS Office savvy.</li></ul><p>Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! </p><p><br></p><p>The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!</p>
We are looking for an experienced Financial Analyst to join our team in Dallas, Texas, within the healthcare industry. This role offers the opportunity to make a meaningful impact by providing strategic financial insights, guiding budgeting processes, and supporting leadership with data-driven decision-making. The ideal candidate will excel in financial analysis, operational projects, and compliance within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Collaborate closely with senior leadership to provide strategic financial support and assist with high-impact projects across departments such as labor, corporate, and supply chain.<br>• Partner with department leaders to develop, manage, and optimize budgets while ensuring alignment with organizational goals.<br>• Prepare and analyze financial statements on a monthly, quarterly, and yearly basis, delivering actionable insights to enhance business performance.<br>• Create dashboards and key performance indicators (KPIs) tailored for healthcare leadership to monitor financial trends effectively.<br>• Assist in the preparation of annual budgets and rolling forecasts, identifying opportunities for cost savings and operational improvements.<br>• Build and maintain advanced financial data models to support long-term planning and decision-making processes.<br>• Develop, write, and optimize Power BI reports, leveraging Power Query and other tools to automate and transform data.<br>• Conduct detailed analyses of patient revenue, payer mix, reimbursements, and cost-per-service to identify financial impacts.<br>• Assess financial implications of new service lines, programs, or capital projects while leading ad hoc special projects.<br>• Ensure compliance with healthcare regulations, support audit processes, and recommend strategies to mitigate financial risks.
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team. In this role, you will lead financial planning processes, drive strategic decision-making through detailed analysis, and provide essential reporting to support organizational goals. This position offers an exciting opportunity to work on forecasting, budgeting, and profitability assessments across various channels and brands. <strong>Candidate MUST come out of a CPG/Wholesale environment. </strong></p><p><br></p><p><strong><u>Qualified candidates can send resumes directly to Joe.Ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the financial planning team, ensuring consistent processes and high standards.</p><p>• Develop and maintain monthly cash flow forecasts to support business operations.</p><p>• Prepare quarterly financial forecasts and annual budgets to align with organizational objectives.</p><p>• Create multi-year financial projections to inform long-term strategy and decision-making.</p><p>• Analyze customer channels, product performance, and brand profitability to identify value creation opportunities.</p><p>• Conduct pre-and post-evaluation of sales and marketing initiatives to assess financial impact.</p><p>• Generate advanced brand and channel profitability reports to enhance strategic insights.</p><p>• Build financial models to support mergers, acquisitions, and integration efforts.</p><p>• Implement and optimize technology solutions for budgeting and forecasting processes.</p>
We are looking for an experienced and strategic Chief Financial Officer (CFO) to lead the financial operations of our organization in Newport News, Virginia. This role is pivotal in driving the company’s growth through effective financial planning, compliance, and leadership. The ideal candidate will bring strong expertise in real estate or property management and a proven ability to enhance operational and financial performance.<br><br>Responsibilities:<br>• Develop and implement financial strategies to support the company’s growth and long-term objectives.<br>• Manage corporate and client cash flow, oversee banking relationships, and ensure compliance with debt agreements.<br>• Collaborate with leadership on mergers and acquisitions, financing structures, and transaction closings.<br>• Lead the Accounting department to ensure accurate and timely financial reporting for managed properties.<br>• Prepare and present financial statements to the Board of Directors and other key stakeholders.<br>• Maintain robust internal controls and enhance financial systems to improve efficiency and data integrity.<br>• Coordinate external audits, tax planning, and filings while staying current with regulatory changes.<br>• Provide mentorship and conduct performance evaluations for direct reports, fostering a culture of accountability and innovation.<br>• Oversee risk management strategies, including insurance procurement and legal compliance.<br>• Drive cross-functional initiatives that improve profitability, operational efficiency, and stakeholder satisfaction.
