<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investor Services | Private Equity | San Francisco| Hybrid</strong></p><p> </p><p>Our client is a well-established <strong>private equity firm</strong>, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact.</p><p> </p><p>Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a detail-oriented Cash Reconciliation Specialist to join our team in Stamford, Connecticut. In this long-term contract position, you will play a crucial role in ensuring accurate reconciliation of cash receipts and applications while working with high volumes of financial data. This role requires a strong ability to manage large datasets, maintain precision, and deliver reliable results.<br><br>Responsibilities:<br>• Reconcile cash receipts with cash applications to ensure financial accuracy and completeness.<br>• Process daily payments received through checks and system-generated transactions.<br>• Manage and analyze large volumes of financial data to identify discrepancies and resolve issues.<br>• Utilize Great Plains software and Excel to handle complex datasets and create detailed reports.<br>• Work closely with the Controller to provide updates and maintain compliance with financial standards.<br>• Ensure timely and precise reconciliation of accounts for over 18,000 clients.<br>• Handle payments ranging from small to moderate amounts with careful attention to detail.<br>• Maintain organized records of reconciliations and transactions for auditing purposes.<br>• Collaborate with team members to streamline processes and improve efficiency.<br>• Provide insights and recommendations to enhance cash reconciliation workflows.
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p>We are looking for an Operational Finance Analyst to join our team in Appleton, Wisconsin. This role offers an exciting opportunity to contribute to the financial strategy and operations of a dynamic construction subsidiary. The ideal candidate will excel in financial analysis, stakeholder collaboration, and strategic planning while ensuring accurate reporting and insightful recommendations to support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with executive leadership to define and execute organizational goals and strategies.</p><p>• Develop annual business plans and quarterly financial forecasts in partnership with leadership.</p><p>• Monitor monthly financial results and provide detailed analyses to support decision-making.</p><p>• Conduct ad hoc financial analyses, including market trend studies, scenario planning, and pricing strategies.</p><p>• Serve as a financial liaison for project teams, overseeing budgeting, forecasting, revenue recognition, and accounts payable/receivable processes.</p><p>• Evaluate contracts to ensure accurate revenue recognition and compliance with industry accounting standards.</p><p>• Participate in project review meetings, delivering actionable recommendations for financial improvements.</p><p>• Support key financial close activities, such as variance analyses and external audit preparation.</p><p>• Leverage expertise in financial systems like Oracle, Power BI, EcoSys, and Anaplan to optimize reporting and data management.</p><p>• Lead training sessions for project teams, covering accounting standards, reporting tools, and best practices</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Lead Planner</strong></p><p><em>Client‑Centered | Relationship‑Driven | Impact‑Focused</em></p><p>Are you passionate about guiding individuals and families through meaningful financial decisions? Join a values‑driven wealth advisory firm committed to simplifying the complex, earning trust, and delivering exceptional service with care and clarity.</p><p><br></p><p>We’re seeking an experienced <strong>Lead Planner </strong>to lead client relationships, provide holistic financial guidance, and mentor Associate Wealth Architects. This role is ideal for a experienced advisor who thrives on making a genuine impact while contributing to a collaborative, mission‑aligned team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary advisor for a portfolio of client relationships</li><li>Deepen client trust through ongoing communication, planning updates, and proactive guidance</li><li>Lead the completion and review of financial planning materials, including balance sheets, strategic plans, financial plans, cash‑flow analyses, estate and account maps, and investment reporting</li><li>Deliver comprehensive financial advice across investment management, tax and estate considerations, risk management, liabilities, family planning needs, and long‑term wealth strategies</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Advisors who genuinely care about clients and deliver advice with empathy</li><li>Professionals who value teamwork, accountability, and integrity</li><li>Leaders who enjoy mentoring others and elevating team performance</li><li>Individuals who embrace continuous improvement and personal growth</li></ul>
<p>We are looking for a skilled Financial Analyst to contribute to the financial planning and analysis efforts of our organization in Monmouth County, New Jersey. In this contract to permanent position, you will play a key role in supporting strategic decision-making through detailed financial forecasting, budgeting, and performance analysis. The ideal candidate will possess strong analytical abilities, a deep understanding of financial principles, and exceptional communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Compile and distribute financial reports that highlight company volume trends and key performance metrics.</p><p>• Conduct variance analysis of income statements comparing actual results to budgets and prior years.</p><p>• Collaborate with department leaders to provide insights into financial data that drive business strategies.</p><p>• Take an active role in the development of annual budgets and periodic financial forecasts.</p><p>• Assist in creating presentations for quarterly and annual Board of Director meetings, as well as end-of-period executive reports.</p><p>• Prepare ad-hoc financial reports to support various business needs, including acquisitions, financing, and divestitures.</p><p>• Analyze data and perform comparative analyses to recommend actionable insights.</p><p>• Develop innovative techniques for financial planning to enhance decision-making support.</p><p>• Utilize statistical tools to evaluate financial data and effectively communicate findings.</p><p>• Work efficiently in a dynamic environment while managing multiple priorities.</p>
<p><strong>Financial Analyst </strong></p><p>Our client in the emerging renewable energy sector is recruiting for a Financial Analyst. This newly created position will support an experienced Director of Finance known for their mentorship skills. Duties for this newly created position will cover financial modeling and analysis as well as providing strategic support and business partnering. The Financial Analyst will also perform financial modeling for new renewable energy projects starting from development through live operations. The role will also provide accounting support at the project level. This is a great opportunity to gain valuable experience from the ground floor level on development deals in the cutting edge area of sustainable energy and renewables. </p><p>This Financial Analyst will have the opportunity to work on mission-driven projects with meaningful environmental impact. Our client also offers a collaborative culture with exposure to senior leadership with career growth potential as the company scales its project portfolio. In this role, you will: </p><p><br></p><ul><li>Design and build project finance models for new development projects, including cash flow projections, IRR analysis, and what if scenarios</li><li>Develop and update integrated financial models incorporating multiple variables, inputs, assumptions as well as revenue streams</li><li>Create sensitivity analyses to evaluate project viability under various market conditions, incorporating key fluctuations and regulatory changes</li><li>Perform modeling for capital deployment strategies, debt service requirements, and equity returns for new and proposed projects</li><li>Support due diligence efforts for new projects including financial feasibility and risk assessment</li><li>Assist in preparation of materials for investor relations, lender reporting and board meetings</li><li>Support annual strategic planning and long-range planning processes</li><li>Perform financial analyses to support executive decision-making on critical business initiatives</li><li>Assist with forecasting processes, working closely with operations, business development and technical teams</li><li>Prepare 13-week cash flow forecasts and multi-year operating plans</li><li>Support the development dashboards that include KPI as well as reporting packages that incorporate financial and operational data</li><li>Provide variance analysis and corresponding narrative on financial results to support presentations to senior leadership</li><li>Monitor project development milestones as well as project and construction budget and related expenditure tracking </li><li>Support valuation analyses for potential acquisitions and partnerships</li><li>Work closely with project development and technical teams to evaluate new opportunities and expansion efforts </li></ul><p>Your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs.</p><p> </p><p>Our client offers medical benefits as part of their overall compensation package in addition to other robust benefits.</p><p> </p><p>Please forward your resume in confidence to Raj Khanna, Senior Vice President at Robert Half for consideration for this or one of our other immediate openings. </p><p> </p><p><br></p><p><br></p><p><br></p><p><strong> </strong></p><p><strong> </strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><strong>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA)</strong> to join their high‑performing, collaborative team. This is an excellent opportunity for someone who wants to build long‑term roots, work closely with experienced advisors, and grow in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has served high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship‑driven approach to wealth management</p><p><br></p><p><strong>About the Role</strong></p><p>The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You’ll partner with advisors, collaborate cross‑functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support</li><li>Lead and execute the new client onboarding process</li><li>Coordinate with attorneys, accountants, and other client intermediaries</li><li>Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs</li><li>Provide portfolio reporting, research support, and materials for meetings and touchpoints</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear long‑term growth potential within a respected wealth management firm</li><li>Tenured team, strong mentorship, and exposure to sophisticated planning</li><li>Hybrid schedule (onsite Tue/Thu + flexible 3rd day)</li><li>Supportive, people‑first culture where no task is too small</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and monthly phone stipend</li><li>Casual dress when not client‑facing</li><li>Financial support for <strong>CFP®</strong> or <strong>CFA</strong> certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
<p>We are looking for a skilled Financial Analyst to join our dynamic team in Ewa Beach, Hawaii. This role involves analyzing financial data, preparing financial plans, and assisting in accounting operations to support organizational goals. The ideal candidate will possess strong analytical skills and a deep understanding of financial planning, modeling, and reporting. If interested in this role, please call Melissa Tree at 808.452.0254.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial statements, budgets, and cash flow projections.</p><p>• Collaborate on project-specific cash flow analysis, integrating findings into company-wide financial statements, including profit and loss and balance sheets.</p><p>• Provide detailed reports on financial performance and forecasts to senior management and headquarters.</p><p>• Respond to inquiries and provide clear explanations to headquarters regarding financial statements and projections.</p><p>• Conduct assessments of project impacts on consolidated financial statements, ensuring compliance with corporate accounting standards.</p><p>• Support financial planning activities, including budgeting, forecasting, and developing financial models.</p><p>• Assist in preparing for capital increases by sharing information with headquarters and advocating for funding needs.</p><p>• Contribute to strategic initiatives and department goals with additional responsibilities as needed.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
We are looking for an experienced Equity Consultant to join our team in Austin, Texas. In this long-term contract position, you will play a key role in supporting equity program initiatives for a publicly held company. This role requires a strong background in equity programs and financial processes to ensure seamless operations and documentation.<br><br>Responsibilities:<br>• Provide comprehensive support for equity programs, ensuring alignment with company goals and industry standards.<br>• Collaborate with existing resources to assist in the strategic planning and execution of equity-related tasks.<br>• Facilitate the transition to a new equity management platform, ensuring accuracy and efficiency.<br>• Develop and maintain detailed documentation of processes, procedures, and standard operating protocols.<br>• Analyze and report on equity program performance to identify opportunities for improvement.<br>• Work closely with finance teams to support month-end closing activities.<br>• Conduct financial modeling and analysis to support equity-related decision-making.<br>• Prepare forecasts and models to guide equity program strategy.<br>• Ensure compliance with regulatory and corporate requirements related to equity programs.
<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>Partnering with a growing SaaS company seeking a new Financial Analyst to add to their team! This is a great opportunity with fantastic benefits including unlimited PTO, 401k with 3% company match, medical/dental/vision coverage, 10 paid holidays, tuition reimbursement, employee stock purchase plan, and more. </p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analysis, including forecasting, variance analysis, and modeling to support monthly and quarterly reporting.</p><p>• Collaborate with senior leaders to provide financial guidance that informs strategic and operational decisions.</p><p>• Identify trends and inefficiencies through performance analysis, offering actionable insights to enhance resource allocation.</p><p>• Implement and lead initiatives for process improvements and automation to streamline workflows and enhance data accuracy.</p><p>• Partner with cross-functional teams to develop data-driven insights for business decision-making.</p><p>• Utilize modern tools and technologies, such as predictive analytics and AI, to refine financial processes and improve efficiency.</p><p>• Support the design and execution of strategies to optimize capital allocation and drive organizational success.</p>
<p>International medical services provider seeks a sales facing Senior Financial Analyst to join their team. </p><p>Candidates for this role should have experience supporting the sales team with financial advice based on sound analysis and modeling supporting decision making, knowledge of pricing and strategy, deal structuring and positioning, ideally</p><p>experience within the medical plan space, strong Excel skills, ability to present ideas and back them with sound financial support, 3+ years of experience, degree in business related discipline. Definite opportunity for growth and</p><p>promotion. </p>
<p>We are looking for a skilled Senior Financial Analyst specializing in Financial Planning and Analysis to join our team in Miami, Florida. This role demands expertise in financial modeling and forecasting, with a focus on creating and maintaining detailed cash flow analyses and three-statement financial models. The ideal candidate will play a key part in driving strategic business decisions and providing insightful recommendations to leadership.</p><p><br></p><p>Location: Brickell area 33131</p><p>Schedule: M-F; In-Office w 1 day Remote</p><p> </p><p>Salary: $110,000 - $120,000; plus discretionary bonus</p><p>Benefits: 100%paid Employee Medical, generous PTO, holidays paid, 401K and other perks !</p><p> </p><p>Company & Position Overview: Reputable wholesaler distributor of perishables throughout North, South America and LATAM. This is a newly created position working closely with the CFO and Executive Leadersip and exposure presenting and reporting to PE, Shareholders and C-Suite. This company allows the ability to cultivate skills in an ever growing environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage three-statement financial models, including income statements, balance sheets, and cash flow forecasts.</p><p>• Create and maintain 13-week cash flow analyses to support business planning and working capital management.</p><p>• Provide insights related to inventory management and working capital optimization.</p><p>• Collaborate with cross-functional teams, such as operations, sales, and supply chain, to gather and analyze data for budgeting and trend tracking.</p><p>• Identify financial variances and trends, proposing actionable solutions to improve performance.</p><p>• Prepare monthly and quarterly financial reports, highlighting key performance indicators and recommendations for stakeholders.</p><p>• Utilize Power BI and Excel to enhance reporting automation and create dynamic dashboards.</p><p>• Conduct ad hoc financial analyses and manage large datasets to provide timely and accurate insights.</p><p>• Participate in capital call processes and assist with banking relationships to support financial operations.</p><p>• Present findings and recommendations through PowerPoint presentations during business reviews and annual planning sessions.</p><p>• Ensure bilingual communication in English and Spanish to effectively engage with internal and external stakeholders.</p><p><br></p>
<p>Robert Half is looking for a skilled Financial Analyst to join our team in the Greater Philadelphia area. The ideal Financial Analyst candidate will bring a strong background in financial analysis and data evaluation, paired with a personable and detail-oriented approach. This role offers the opportunity to contribute to key financial processes, including book closures and variance analysis, while working in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Perform comprehensive financial analysis to support business decision-making and strategic planning.</li><li>Prepare and analyze financial models to evaluate company performance and forecast future trends.</li><li>Assist in the accurate and timely closing of financial books for the organization.</li><li>Utilize QuickBooks for accounting and financial management tasks.</li><li>Ensure compliance with financial policies and procedures while maintaining accurate records.</li><li>Support the preparation of financial reports and presentations for stakeholders.</li><li>Analyze and interpret data to drive actionable insights and optimize financial performance.</li></ul>
<p>We are looking for a detail-oriented Financial Analyst to join our team in Maitland, Florida. This Contract to Hire position offers an exciting opportunity to work collaboratively with construction project management and finance teams to ensure accurate financial reporting and analysis. The ideal candidate will bring expertise in financial forecasting, budgeting, and reporting, with a background in construction or manufacturing industries.</p><p><br></p><p>Responsibilities:</p><p>• Provide detailed financial analysis and reporting to support project management in assessing financial performance on a weekly and monthly basis.</p><p>• Assist in the preparation of bi-annual budgets and forecasts, including income statements, balance sheets, and cash flow projections.</p><p>• Ensure timely submission of accurate financial data, including actuals and forecasts, to corporate finance.</p><p>• Collaborate with operations, cost control, and administrative teams to ensure financial transactions are processed efficiently and correctly.</p><p>• Review and validate account entries related to subcontractor costs and payments.</p><p>• Monitor project cash flow and oversee the authorization of vendor payments.</p><p>• Maintain compliance with company financial procedures and systems at the project level.</p><p>• Supervise and mentor team members, ensuring the quality and accuracy of their work.</p><p>• Generate ad hoc financial reports for management as needed.</p><p>• Uphold company values while performing all job responsibilities.</p>
<p><em>The salary range for this position is $125,000-$130,000 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>Looking for a fresh start? NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description </strong></p><p>• Perform monthly/quarterly close process and completion of related support and control documentation.</p><p>• Prepare calendar with deliverable deadlines; communicate to other team members and hold them accountable for meeting deadlines.</p><p>• Lead fund accountant team to ensure optimal efficiencies by reviewing processes, including capitalizing on accounting system capabilities.</p><p>• Prepare and review expense allocations to ensure compliance with the limited partnership agreements.</p><p>• Communicate with limited partners by reviewing responses or responding directly to accounting related investor inquiries.</p><p>• Coordinate with public accounting firm auditors to plan interim reviews and yearend audits, respond to questions and information requests, and participate in technical discussions.</p><p>• Research and apply accounting rules to investment fund transactions by referencing the Audit Guide for Investment Companies.</p><p>• Apply the limited partnership agreement provisions to investment fund transactions and partner allocations.</p><p>• Review capital call and distribution allocations and investor notifications. </p>
<p><strong>Financial Analyst</strong></p><p><strong>Contract | Cedar Rapids, IA</strong></p><p><strong>3–5 Years of Experience Required</strong></p><p>Our client in Cedar Rapids is seeking an analytical and detail‑driven <strong>Financial Analyst</strong> to join their growing team. This role is ideal for someone who thrives in a collaborative environment, enjoys digging into financial data, and provides insights that drive business decisions.</p><p><strong>About the Role</strong></p><p>The Financial Analyst will support budgeting, forecasting, financial modeling, variance analysis, and reporting. You’ll collaborate cross-functionally with accounting, operations, and leadership teams to help guide strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial reports.</li><li>Conduct variance and trend analyses; provide insights on performance drivers.</li><li>Assist in the annual budgeting and forecasting processes.</li><li>Build and update financial models to support business planning and decision‑making.</li><li>Analyze revenue, expenses, KPIs, and operational metrics.</li><li>Present financial findings to management in a clear, concise manner.</li><li>Support ad hoc financial analysis requests and special projects.</li></ul><p><br></p>
<p>We are looking for a Senior Financial Analyst to join our team in Brentwood, Tennessee. This role is ideal for an experienced individual who excels in financial modeling, forecasting, and analysis within fast-paced environments. The successful candidate will play a key role in driving financial insights, improving decision-making processes, and supporting business growth.</p><p><br></p><p>Responsibilities:</p><p>• Develop and refine complex financial models to facilitate budgeting, forecasting, and reporting processes.</p><p>• Conduct in-depth financial and operational analyses, including variance analysis and performance tracking.</p><p>• Monitor and evaluate key performance indicators (KPIs) to identify trends and opportunities for improvement.</p><p>• Coordinate and manage monthly, quarterly, and ad hoc forecasting cycles, ensuring timely and accurate input from stakeholders.</p><p>• Collaborate across departments to enhance data accuracy and streamline financial reporting.</p><p>• Support the implementation and optimization of new financial systems and tools.</p><p>• Prepare detailed financial reports that inform strategic decision-making.</p><p>• Analyze large data sets to extract meaningful insights and present findings to leadership.</p><p>• Lead initiatives to improve financial processes and enhance operational efficiency.</p><p><br></p><p>For more information, contact Frank Corrigan</p>
<p>A growing company in Tukwila is seeking a Financial Analyst for a contract role supporting reporting, forecasting, and financial modeling. This position is ideal for a data‑driven professional who enjoys digging into numbers, improving processes, and delivering actionable insights to leadership.</p><p>Responsibilities</p><ul><li>Prepare detailed financial reports, KPI dashboards, and monthly performance summaries.</li><li>Support budgeting and forecasting cycles, including variance analysis and identifying trends.</li><li>Build and maintain financial models for planning, scenario analysis, and strategic initiatives.</li><li>Assist with month‑end close, including accruals, journal entries, and account reconciliations.</li><li>Analyze revenue, expenses, and operational drivers to support business decision‑making.</li><li>Work cross‑functionally with Accounting, Operations, and Leadership to gather and validate data.</li><li>Support process improvements, automation efforts, and enhancements in reporting tools.</li><li>Prepare presentation materials for management and executive reviews.</li></ul><p><br></p>
We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members.<br><br>Responsibilities:<br>• Process customer transactions efficiently, including deposits, withdrawals, and payments.<br>• Assist members with opening new accounts and guiding them through available banking products.<br>• Deliver high-quality customer service by addressing inquiries and resolving issues promptly.<br>• Ensure compliance with banking regulations and policies in all interactions.<br>• Handle cash accurately and maintain proper cash drawer balancing.<br>• Educate customers on credit union and banking services to help them make informed financial decisions.<br>• Collaborate with team members to achieve customer satisfaction goals.<br>• Maintain detailed and accurate records of transactions and account activities.<br>• Stay informed about updates to banking services and products to provide current information to customers.<br>• Support team efforts in meeting organizational objectives and promoting a positive work environment.
<p>Robert Half has partnered with a growing private equity backed company in the Chapel Hill, North Carolina area to assist them in hiring a Senior Financial Analyst. This position requires a bachelors degree in Finance, Accounting, or Economics and at least two years of corporate FP& A experience. This company is not offering relocation assistance, so only local candidates are being considered at this time. The primary job functions of this position are financial modeling, forecasting, budgeting, and performance analysis to support business initiatives and executive decision-making.Experience with Oracle, NetSuite or Power BI is prefered. This company offers a hybrid work schedule,, an annual bonus program, growth potential and excellent benefits</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Annual budget preparation and monthly, quarterly and annual variance analysis</li><li>Build financial models and scenario analyses to evaluate performance and future outcomes</li><li>Track metrics, analyze results, and create financial dashboards and reports for leadership</li><li>Produce recurring financial summaries and presentations for senior stakeholders</li><li>Assess costs, returns, and investments to support strategic choices</li><li>Improve financial reporting processes and workflows</li><li>Collaborate with accounting, operations, and other groups to maintain consistent data</li><li>Contribute to the management and enhancement of planning/budgeting software</li><li>Support a range of financial, operational, and strategic projects as needed</li></ul><p><strong>Qualifications</strong></p><ul><li>Experience working with financial data to inform business decisions</li><li>Knowledge of financial modeling techniques and basic accounting principles</li><li>Ability to spot trends and communicate insights clearly in written and visual formats</li><li>Advanced Excel skills; familiarity with visualization tools (Power BI/Tableau)</li><li>Experience with financial systems (NetSuite, Oracle, or similar)</li><li>Effective communication with leaders and cross‑functional partners</li></ul><p> </p>
