We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
We are looking for an organized and detail-oriented Accounts Receivable Clerk to join our team in Columbus, Ohio. The ideal candidate will play a crucial role in managing billing processes, ensuring accurate cash applications, and overseeing commercial collections. This position requires strong analytical skills and the ability to maintain precise financial records.<br><br>Responsibilities:<br>• Process and manage accounts receivable transactions accurately and efficiently.<br>• Handle commercial collections by communicating with clients to resolve outstanding balances.<br>• Apply payments to customer accounts while ensuring proper allocation and documentation.<br>• Generate and distribute invoices in a timely manner.<br>• Maintain detailed and organized financial records related to receivables.<br>• Monitor aging reports and follow up on overdue accounts.<br>• Collaborate with other departments to address billing discrepancies.<br>• Assist in preparing reports related to accounts receivable activities.<br>• Support the implementation of process improvements to enhance efficiency.<br>• Ensure compliance with financial policies and procedures.
<p><strong>Senior Tax Associate – Public Accounting</strong></p><p>My client, a well-established public accounting firm, is seeking a <strong>Senior Associate</strong> to join our <strong>Tax Team</strong>. In this role, you will collaborate with a dynamic group of professionals on a diverse portfolio of complex tax engagements. These include tax preparation for high net worth individuals, partnerships, corporations, as well as gift, estate, and trust tax returns. We offer competitive compensation, comprehensive benefits, and a clear path for career advancement for high-performing professionals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and file complex tax returns for a variety of clients.</li><li>Accurately prepare working papers to support tax filings.</li><li>Work effectively both independently and as part of a team.</li><li>Maintain open communication with engagement leaders regarding project status, questions, and issues.</li><li>Conduct tax research and stay current on changes in tax laws.</li></ul><p><br></p>
<p>We are looking for a dedicated and detail-oriented <strong>Staff Accountant</strong> to join our team in Lancaster, Pennsylvania. This is a contract-to-hire position, offering the opportunity to transition into a long-term role based on performance. The ideal candidate will possess strong accounting skills and a solid understanding of financial principles, with experience in accounts payable, accounts receivable, payroll, and journal entries. This role requires working fully onsite, with flexibility in scheduling.</p><p><br></p><p>Responsibilities:</p><p>• Manage and process accounts payable and accounts receivable transactions with accuracy and timeliness.</p><p>• Prepare and post journal entries to maintain an up-to-date and accurate general ledger.</p><p>• Oversee full-cycle payroll processing, ensuring compliance with relevant regulations and deadlines.</p><p>• Assist in the preparation and filing of corporate tax returns and sales tax documentation.</p><p>• Reconcile financial statements and accounts on a regular basis to ensure accuracy.</p><p>• Support month-end and year-end closing processes, including financial reporting.</p><p>• Monitor and ensure compliance with accounting policies and procedures.</p><p>• Collaborate with internal teams to address financial discrepancies and resolve issues.</p><p>• Perform audits and reviews to verify data integrity and fiscal accountability.</p>
<p>A leading global financial services organization is seeking a <strong>Financial Data Analyst</strong> to join its team in Ewing, NJ. This position plays an important role in ensuring the accuracy, integrity, and consistency of financial information that supports key analytical and reporting initiatives.</p><p>This role is well-suited for individuals with strong analytical skills, attention to detail, and a solid foundation in finance. The position involves data validation, financial analysis, and quality control across large data sets. While much of the work is process-driven, it is essential to maintaining the accuracy and reliability of financial data used for broader market insights.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Validate, update, and maintain financial data with precision and consistency.</li><li>Perform regular quality checks to ensure data accuracy and completeness.</li><li>Identify and resolve data or formula discrepancies using problem-solving skills.</li><li>Utilize Excel for financial analysis and reporting (financial modeling is a plus).</li><li>Manage repetitive data tasks efficiently while meeting productivity standards.</li></ul><p><br></p><p><br></p>
<p><strong>Job Title:</strong> Paid Media Specialist | Digital Marketing | Atlanta, GA (Hybrid)</p><p><strong>About Us:</strong></p><p> We’re a fast-growing marketing team looking for a hands-on <strong>Paid Media Specialist</strong> to drive performance across multiple digital channels. You’ll work closely with the Paid Media Lead to manage campaigns, optimize creative, analyze performance, and report actionable insights to the wider team. If you thrive on data, love testing and scaling campaigns, and enjoy seeing the direct impact of your work, this role is for you!</p><p><strong>Location:</strong> Hybrid – Atlanta, GA</p><p><strong>What You’ll Do:</strong></p><ul><li>Manage and optimize daily paid media campaigns across <strong>Facebook, Instagram, LinkedIn, TikTok</strong>, and other digital channels.</li><li>Set up campaigns, configure budgets, monitor pacing, and identify optimization opportunities.</li><li>Conduct A/B testing on creatives, ad copy, and landing pages to maximize performance.</li><li>Track KPIs, analyze performance, and deliver insights via weekly and monthly reports.</li><li>Identify inefficiencies in campaign workflows and recommend improvements.</li><li>Collaborate cross-functionally with creative, analytics, and marketing teams on campaign strategy and execution.</li><li>Stay up-to-date on platform best practices, emerging trends, and new ad technologies.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Accountant to join our team in Wilmington, Delaware. In this role, you will oversee key financial processes, ensuring accuracy and compliance with accounting standards. The ideal candidate is detail-oriented, highly analytical, and skilled at managing financial records and reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee the preparation and processing of weekly payroll for approximately 100 employees, including certified and prevailing wage filings.</li><li>Record and analyze financial data to prepare accurate entries for general ledger accounts and document business transactions.</li><li>Reconcile sub-ledger accounts and ensure proper alignment with the general ledger.</li><li>Review and verify contracts, orders, and vouchers, preparing substantiating reports for each transaction.</li><li>Monitor and manage the preparation of Time & Material and organizational invoices.</li><li>Identify, investigate, and resolve discrepancies in financial records and reports.</li><li>Assist in monthly closing activities and generate comprehensive financial statements.</li><li>Conduct detailed account analysis as requested by management.</li><li>Collaborate with the accounting team to enhance departmental efficiency and streamline processes.</li><li>Support year-end closing activities and contribute to the implementation of internal financial controls.</li></ul>
<p>We are looking for a skilled Senior Accountant to oversee revenue accounting and ensure compliance with ASC 606 guidelines. In this role, you will apply advanced judgment to complex contracts and provide valuable financial insights that influence public company disclosures. The ideal candidate will possess strong analytical skills and a deep understanding of U.S. GAAP to support cross-functional teams and ensure accurate financial reporting. This position is based in Virginia, and while predominantly remote, does require periodic travel into the corporate office. </p><p>Responsibilities:</p><p>• Apply ASC 606 standards to various revenue streams, including voice, video, and data, and manage complex enterprise contracts with precision.</p><p>• Reconcile balance sheet accounts such as accounts receivable, deferred revenue, and contract assets, ensuring accuracy between subledger and general ledger.</p><p>• Lead monthly and quarterly revenue close processes, performing detailed variance analyses and preparing executive-level materials.</p><p>• Develop revenue-specific schedules and disclosures to meet public company regulatory requirements and support Form 10-K and 10-Q submissions.</p><p>• Maintain strong operational oversight of Sarbanes-Oxley controls, including thorough documentation and audit record retention.</p><p>• Act as the primary contact for external auditors during quarterly reviews and annual audits, providing detailed analyses and timely responses to inquiries.</p><p>• Collaborate with sales, legal, and product teams to review contracts and provide technical accounting guidance for compliant revenue recognition.</p><p>• Participate in user acceptance testing and offer expert support for system enhancements related to revenue processes.</p>
<p>Robert Half is seeking an enthusiastic and organized <strong>Office Assistant</strong> on behalf of a local organization to support the School of Engineering's daily operations. This role is ideal for someone who is detail-oriented, proactive, and enjoys working collaboratively in an academic environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Student Support:</strong> Ensure timely access to computer labs and collaboration rooms by coordinating with security before each semester. Collaborate with engineering student leaders to reserve meeting spaces, order supplies, and assist with planning events as needed.</li><li><strong>Incoming Student Coordination:</strong> Schedule visits for prospective students with faculty, balancing teaching schedules. Follow up visits with handwritten appreciation notes from department chairs. Prepare open-house materials for engineering majors and maintain a ready inventory across campus events.</li><li><strong>Outreach:</strong> Work with department chairs to manage social media content and create announcements about events and job postings relevant to students and faculty members. Assist with the logistics of department events and maintain an accessible database of media resources for the School of Engineering.</li><li><strong>General Office Support:</strong> Address phone, email, and in-person inquiries, referring to appropriate sources as needed. Handle confidential matters discreetly. Collaborate with faculty and campus departments to update hallway displays and posters with current content.</li><li><strong>Other Duties:</strong> Participate in general planning and organizational tasks to support the School of Engineering’s goals and objectives.</li></ul>
We are looking for an experienced Communication Specialist to join our team in Juno Beach, Florida. This role requires a proactive individual who excels at developing and executing strategic communication plans to drive business objectives. As part of a long-term contract position, you will collaborate with various teams and leaders, contributing to impactful projects while ensuring effective communication solutions are implemented.<br><br>Responsibilities:<br>• Develop and execute strategic communication plans tailored to business objectives.<br>• Create compelling and targeted messages using audience insights and research.<br>• Manage projects from concept inception to successful completion, ensuring adherence to timelines and budgets.<br>• Utilize analytics and metrics to measure performance and refine communication strategies.<br>• Build and nurture strong working relationships with internal clients and cross-functional teams.<br>• Coordinate with leadership and business process owners to align communication efforts with organizational goals.<br>• Deliver high-quality writing, editing, and presentation materials to support various initiatives.<br>• Conduct market research and apply insights to enhance messaging and communication effectiveness.<br>• Maintain flexibility and adaptability to address dynamic client needs and priorities.<br>• Travel to wind and solar sites to engage with distributed teams and support communication efforts.
We are looking for a highly organized and detail-oriented Legal Secretary to join our team in Buffalo, New York. In this role, you will play a pivotal part in supporting legal investigations, preparing correspondence, and managing administrative tasks. This is a long-term contract position offering an opportunity to work in a dynamic legal environment.<br><br>Responsibilities:<br>• Assist in investigating administrative complaints by developing investigative plans and gathering relevant materials.<br>• Review, document, and track investigative activities using appropriate databases and software tools.<br>• Prepare detailed investigative summary reports for case evaluations.<br>• Coordinate, research, and draft responses to Freedom of Information Law requests for internal review and approval.<br>• Manage inquiries from executive offices by preparing, proofreading, and submitting responses.<br>• Handle subpoena-related tasks, including research, documentation, and communication with stakeholders.<br>• Present investigations before committees and provide supporting documentation.<br>• Draft and proofread correspondence for subjects, witnesses, complainants, and other external parties.<br>• Organize and maintain records, including scanning documents, updating files, and distributing materials to appropriate personnel.<br>• Schedule and facilitate meetings, ensuring proper technological setup and coordination.
<p>We are looking for a detail-oriented Accounts Payable Clerk to join our team in Peabody, Massachusetts. This is a Contract-to-permanent position, offering an excellent opportunity to contribute to the financial operations of the organization while advancing your career. The ideal candidate will have experience in accounts payable processes and a commitment to accuracy and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage invoices to ensure timely and accurate payments.</p><p>• Perform check runs and oversee the preparation of payment batches.</p><p>• Handle accrual entries and assist in maintaining accurate financial records.</p><p>• Support month-end close activities, including reconciling accounts and preparing reports.</p><p>• Communicate effectively with vendors and internal teams to resolve discrepancies.</p><p>• Maintain organized records of all accounts payable transactions.</p><p>• Ensure compliance with company policies and accounting standards.</p><p>• Assist in identifying process improvements to enhance efficiency and accuracy.</p><p>• Collaborate with the finance team on special projects and audits as needed.</p>
We are looking for an experienced Legal Secretary to join our team on a contract basis in Birmingham, Michigan. In this role, you will provide critical support to attorneys by managing various legal tasks and ensuring the smooth operation of daily activities. The ideal candidate will have a strong background in litigation processes and document preparation.<br><br>Responsibilities:<br>• Prepare, format, and file legal documents such as complaints, pleadings, and answers using e-filing systems.<br>• Assist with estate planning documentation and ensure all related materials are accurate and complete.<br>• Manage and organize case files using WordDox and other document management tools.<br>• Coordinate schedules, meetings, and correspondence using Outlook.<br>• Provide administrative support by maintaining records and tracking deadlines.<br>• Handle communication with clients and external parties professionally and efficiently.<br>• Collaborate with attorneys to ensure the accuracy of legal documents and timely submission.<br>• Utilize Word to draft and edit various legal documents as needed.<br>• Conduct research and gather information relevant to ongoing cases.<br>• Ensure compliance with all legal procedures and deadlines.
<p>Robert Half is searching for for a skilled Senior Developer to join our team on a contract basis in Portland, Oregon. In this role, you will focus on front-end development, leveraging your expertise in creating seamless and engaging user interfaces. This position offers an opportunity to work in the dynamic Marketing/PR industry while utilizing cutting-edge tools and frameworks.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain high-quality front-end code using React.js, JavaScript, CSS, and HTML.</p><p>• Collaborate with designers and back-end developers to create responsive and visually appealing web applications.</p><p>• Optimize web pages for maximum speed and scalability.</p><p>• Troubleshoot and debug issues to ensure smooth functionality across various platforms.</p><p>• Implement new features and improve existing ones based on project requirements.</p><p>• Stay updated on the latest front-end technologies and trends to enhance development processes.</p><p>• Participate in code reviews and provide constructive feedback to improve overall code quality.</p><p>• Ensure adherence to best practices and standards in front-end development.</p><p>• Work closely with stakeholders to understand project goals and deliver solutions that meet their needs.</p>
<p>We are looking for a dedicated and motivated HR Recruiter to join our team in West Bend, Wisconsin. In this contract to hire position, you will play a pivotal role in identifying, attracting, and connecting great talent to meaningful career opportunities. This role is ideal for someone eager to develop their skills in talent acquisition while contributing to a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Proactively source and attract candidates using online job boards, reliable networks, and other digital platforms.</p><p>• Create and manage job postings to ensure clear and engaging communication of role requirements.</p><p>• Coordinate and schedule interviews, ensuring a seamless process for both candidates and hiring managers.</p><p>• Maintain accurate and up-to-date records in the applicant tracking system.</p><p>• Provide administrative support to the recruitment team, including managing correspondence and documentation.</p><p>• Participate in skill-building development programs to enhance knowledge of recruitment strategies and tools.</p><p>• Build strong relationships with candidates to understand their career aspirations and align them with suitable opportunities.</p><p>• Collaborate with hiring managers to identify their needs and develop tailored recruitment strategies.</p>
We are looking for an experienced EDI Developer to join our team in Johns Creek, Georgia. In this Contract-to-permanent position, you will play a key role in developing and maintaining electronic data interchange solutions. The ideal candidate will have a strong programming background and the ability to lead technical projects, ensuring the successful implementation of EDI systems.<br><br>Responsibilities:<br>• Develop and maintain EDI integrations to align with project requirements and organizational goals.<br>• Lead and oversee the transition from AS400 trusted links to Cleo Integration Cloud, ensuring smooth project execution.<br>• Write, test, and refine code to ensure high-quality and efficient software solutions.<br>• Collaborate with cross-functional teams to troubleshoot and resolve technical issues effectively.<br>• Conduct code reviews and provide feedback to improve code quality and consistency.<br>• Create and maintain comprehensive documentation, including technical specifications and project notes.<br>• Perform database operations and queries using DB2 to support EDI processes.<br>• Establish work breakdown structures and project timelines to ensure deliverables are met on time.<br>• Communicate project updates, challenges, and solutions to stakeholders and team members.<br>• Ensure the performance and reliability of EDI systems by monitoring and addressing system uptime.
<p>We are looking for a Senior Accountant to join our finance team in Greeley, Colorado. In this role, you will support the Assistant Controller by managing advanced accounting duties, ensuring accurate financial reporting, and driving improvements to processes and controls. This position is ideal for someone who excels in complex reconciliations, financial analysis, and compliance-related tasks.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex journal entries and balance sheet reconciliations to maintain accurate financial records.</p><p>• Lead components of monthly, quarterly, and annual financial close processes, ensuring timely and precise reporting.</p><p>• Assist in the preparation of financial statements, audit schedules, and internal reports for various stakeholders.</p><p>• Maintain and manage fixed asset records, including capitalization and depreciation schedules.</p><p>• Collaborate with cross-functional teams to resolve accounting discrepancies and ensure proper transaction handling.</p><p>• Identify opportunities for process enhancements and implement improvements to accounting procedures and internal controls.</p><p>• Conduct variance analysis to explain key financial trends and deviations in reports.</p><p>• Support external audits and tax documentation by preparing schedules and responding to inquiries.</p><p>• Ensure compliance with accounting policies, procedures, and relevant regulatory requirements.</p>
<p>Our client in Pittsburgh is looking for a Project Administrator for a contract to hire opportunity. This role is a Monday-Thursday 8AM-4:30PM and Friday 8-3PM. This is an onsite role. The pay ranges based off experience: $22-$24 an hour. </p><p><br></p><p>They are looking for someone to manage and organize various projects, ranging from daily tasks to complex initiatives. Responsibilities involve collaborating with Sales and Project Management teams to achieve project goals, handling project documentation, and performing administrative duties. Strong time management and communication skills are essential to effectively work with clients and teams to deliver results on deadlines. The role ensures projects are completed on time and maintain high-quality standards.</p>
We are looking for an experienced Recruiter to join our team on a long-term contract basis in Stillwater, Minnesota. In this role, you will play a pivotal part in sourcing, screening, and hiring top-tier talent for our sales and commercial teams. This position offers an exciting opportunity to contribute to team growth and support key initiatives in the scientific instrument manufacturing industry.<br><br>Responsibilities:<br>• Lead the full-cycle recruitment process to identify, screen, and secure top sales and commercial talent while ensuring a seamless candidate experience.<br>• Manage the hiring efforts for multiple roles, including ramping up 26 positions to support a product launch, meeting tight deadlines without compromising quality.<br>• Maintain clear and organized tracking of recruitment progress, deadlines, and team communications, ensuring transparency across all hiring activities.<br>• Develop and nurture pipelines of candidates with relevant experience to meet current and future hiring needs effectively.<br>• Utilize innovative sourcing strategies to locate and engage high-caliber candidates for critical positions.<br>• Collaborate with hiring managers to understand role requirements and align recruitment strategies with organizational goals.<br>• Conduct detailed interviews to assess candidate expertise and fit for the company culture and position requirements.<br>• Provide regular updates and reports on hiring metrics and progress to stakeholders.<br>• Ensure compliance with recruitment policies and procedures while maintaining a high standard of professionalism.
<p>Robert Half has partnered with an established manufacturing company in Sanford, North Carolina to assist them in hiring an experienced Cost Accountant. This is an onsite position. The ideal candidate will possess a bachelors degree in accounting or finance and 3+ years of standard cost accounting experience. Prior experience with SAP is required for consideration. The Cost Accountant will be responsible for tracking, analyzing, and controlling manufacturing costs to support accurate financial reporting and informed business decision-making. This role is crucial in driving cost efficiency, profitability, and operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and track manufacturing costs to provide accurate financial insights and reporting.</p><p>• Perform variance analysis to identify discrepancies and recommend corrective actions.</p><p>• Conduct inventory analysis to maintain proper valuation and ensure accurate reporting.</p><p>• Develop and maintain standard cost accounting processes to enhance operational efficiency.</p><p>• Collaborate with cross-functional teams to support budgeting and forecasting activities.</p><p>• Prepare monthly financial reports, highlighting key cost trends and metrics.</p><p>• Utilize SAP Financials to streamline accounting tasks and improve data accuracy.</p><p>• Monitor production expenses to identify opportunities for cost savings and improved profitability.</p><p>• Ensure compliance with accounting standards and industry regulations in all cost-related activities.</p>
<p>Grant Accountant</p><p><strong>Temporary to Hire • Onsite in Fort Worth, TX</strong></p><p><strong>Compensation</strong></p><p> • Salary target 55,000 per year</p><p> • Benefits offered upon conversion to full time</p><p><strong>About the Role</strong></p><p> A mission driven public sector organization in Fort Worth is seeking a detail oriented Grant Accountant to support end to end grant accounting. This role is onsite and ideal for someone who enjoys working cross functionally to ensure compliance, accuracy, and timely reporting.</p><p><strong>Location and Schedule</strong></p><p> • Onsite in the Hulen area of Fort Worth, TX</p><p> • Monday through Friday with some flexibility</p><p> • Business casual environment</p><p><strong>What You Will Do</strong></p><p> • Manage day to day grant accounting including GL entries, reconciliations, and month end close for assigned awards</p><p> • Track grant budgets, spending, and restricted funds to ensure compliance with federal, state, and local requirements</p><p> • Prepare drawdowns, invoices, and reimbursement requests with complete supporting documentation</p><p> • Maintain audit ready records and assist with internal and external audits</p><p> • Partner with program managers on budget vs actuals, forecasts, and allowable cost guidance</p><p> • Assist with financial reports, schedules, and narratives required by funding agencies</p><p> • Support process improvements and help optimize use of financial systems and Excel</p><p>me hire</p>
We are looking for a skilled PC Technician to join our team in Irvine, California, on a long-term contract basis. In this role, you will play a vital part in providing on-site technical support to our valued clients, ensuring their systems operate smoothly and efficiently. As a key representative of our organization, you will be responsible for delivering excellent customer service and building trusted relationships.<br><br>Responsibilities:<br>• Provide on-site technical support to clients, addressing both scheduled and on-demand service requests.<br>• Analyze and resolve technical issues by identifying root causes and implementing effective solutions.<br>• Perform tasks such as password retrieval, patch deployment, and remediation of system alerts.<br>• Collaborate with clients to understand their needs and deliver personalized IT solutions.<br>• Ensure compliance with security standards, policies, and ethical business practices.<br>• Utilize critical thinking to evaluate and troubleshoot problems, proposing tested solutions.<br>• Maintain detailed documentation of all service activities for future reference and efficiency.<br>• Conduct backup remediation and infrastructure-related problem analysis to prevent outages.<br>• Escalate unresolved issues promptly to appropriate teams while maintaining excellent service standards.<br>• Continuously review and improve troubleshooting methods to enhance service delivery.
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
We are looking for an experienced SEC Compliance Manager/Director to lead external reporting and technical accounting activities for our organization. This role requires a detail-oriented individual who thrives in a fast-paced environment, demonstrates exceptional leadership skills, and serves as a trusted advisor to executive management and the Board of Directors. You will play a critical role in ensuring regulatory compliance, shaping financial disclosures, and driving technical accounting initiatives.<br><br>Responsibilities:<br>• Oversee the preparation, review, and submission of all SEC filings, including 10-K, 10-Q, 8-K, S-1, S-3, S-8, and proxy statements, ensuring accuracy and adherence to deadlines.<br>• Collaborate with legal, tax, treasury, investor relations, and finance teams to ensure consistency and precision in public disclosures.<br>• Develop and maintain reporting calendars and workflows to meet interim and annual filing deadlines.<br>• Implement new disclosure requirements in response to evolving regulatory standards.<br>• Provide technical accounting guidance to influence organizational decisions and ensure compliance with US GAAP and SEC regulations.<br>• Conduct research on complex accounting topics such as revenue recognition, leases, stock-based compensation, and financial instruments.<br>• Draft and update accounting policies and procedures, ensuring alignment across the organization.<br>• Coordinate with internal and external auditors to address audit requests and findings promptly.<br>• Partner with cross-functional teams, including FP& A, tax, treasury, and legal, to ensure accurate financial results and disclosures.<br>• Support executive leadership in strategic initiatives, mergers and acquisitions, and capital market activities with accounting implications.
We are looking for a dedicated Medical Billing Specialist to join our team in Scottsdale, Arizona. This is a Contract to permanent position, offering an excellent opportunity for individuals with expertise in medical billing and coding to contribute to patient care and operational efficiency. The role will involve managing billing processes, insurance claims, and patient payment collections, ensuring accuracy and compliance.<br><br>Responsibilities:<br>• Process medical bills and claims accurately, ensuring compliance with insurance policies and regulations.<br>• Handle patient payment collections, including insurance and cash transactions, in a detail-oriented manner.<br>• Collaborate with insurance companies to resolve billing issues and ensure timely reimbursement.<br>• Collect and verify patient information at the front desk to facilitate smooth billing processes.<br>• Maintain detailed records of billing activities and patient transactions for audit purposes.<br>• Communicate effectively with patients regarding billing inquiries and payment options.<br>• Utilize medical billing software to streamline and manage billing operations.<br>• Support the front desk by guiding patients and managing administrative tasks.<br>• Ensure all billing operations adhere to healthcare regulations and standards.<br>• Work closely with the physical therapy team to align billing practices with patient care.
