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217 results for Portfolio Manager jobs
- San Jose, CA
- onsite
- Permanent / Full Time
- 180000 - 200000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!!</strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- Randolph, VT
- onsite
- Permanent / Full Time
- 80000 - 120000 USD / Yearly
- <p>For consideration, please reach out to<strong> Jennifer Lavoie</strong> as soon as possible, ensure to include your most current resume when you apply. <strong><em>Connect with me on LinkedIn </em></strong>at Jennifer Lavoie!</p><p><br></p><p>If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.</p><p><br></p><p>Robert Half is seeking a Finance Manager for one of our clients in the Rutland VT area. This Finance Manager will guide financial planning, reporting, and compliance for a community-focused healthcare organization in Vermont. This Finance Manager position supports the financial health of a Federally supported Health Center by delivering accurate analysis, reimbursement oversight, and practical budget management. The role works closely with operational and clinical leaders to help preserve access to essential care through sound financial decision-making.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead the development, administration, and ongoing review of operating and capital budgets, including financially supported grant programs.</p><p>• Evaluate monthly and year-to-date financial results, identify performance trends, and present actionable insights to senior leadership.</p><p>• Build cash flow projections and contribute to long-range financial strategies suited to a low-volume rural healthcare setting.</p><p>• Prepare and analyze Medicare cost reporting and other required reimbursement filings tied to Critical Access Hospital operations.</p><p>• Track reimbursement activity, including interim rate changes and settlement outcomes, while helping maintain compliance with government payment programs.</p><p>• Partner with accounting leadership to produce financial statements, management reporting, and summaries for executive and board review.</p><p>• Strengthen internal controls and uphold financial policies that align with state, federal, and healthcare regulatory standards.</p><p>• Work with department leaders to assess spending, improve cost efficiency, and support service line and staffing productivity analysis.</p><p>• Collaborate with revenue cycle teams to review payer trends, denials, collections, pricing, and charge capture performance in a regulated environment.</p>
- 2026-11-13T00:00:00Z
- Cambridge, Ma 02138, MA
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- We are looking for a Finance Manager to support informed decision-making through thoughtful analysis, forward-looking planning, and clear financial insight. Based in Cambridge, Massachusetts, this role partners with business leaders to evaluate performance, identify trends, and strengthen financial visibility across key areas. The ideal candidate brings strong analytical judgment, a practical approach to modeling, and the ability to translate complex data into actionable recommendations.<br><br>Responsibilities:<br>• Develop financial models and forecasting tools that support planning, budgeting, and strategic evaluation.<br>• Analyze operating results and investigate variances between actual performance and financial expectations.<br>• Produce ad hoc analyses that help leadership assess business questions, risks, and opportunities.<br>• Interpret large data sets using data mining techniques to uncover patterns, trends, and performance drivers.<br>• Partner with cross-functional stakeholders to deliver financial insight that supports business decisions and operational priorities.<br>• Prepare clear summaries and presentations that communicate findings, assumptions, and recommendations to leadership.<br>• Monitor key financial metrics and recommend actions to improve efficiency, accuracy, and overall performance.
- 2026-11-10T00:00:00Z
- Boston, MA
- onsite
- Permanent / Full Time
- 130000 - 150000 USD / Yearly
- <p><strong><em>Title: Finance Manager </em></strong></p><p><strong><em>Location: Boston, Back Bay (3 days in office/week)</em></strong></p><p><strong><em>Competitive base (BOE) to $150k + bonus (20-25% target)</em></strong></p><p><br></p><p>Our client, a private equity firm, is seeking a Finance Manager.</p>
- 2026-11-11T00:00:00Z
- New Orleans, LA
- onsite
- Temporary / Contract
- 42 - 46 USD / Hourly
- We are looking for an experienced Finance Manager to support critical financial operations and provide strategic insight for the organization in Louisiana. This Long-term Contract position is ideal for a finance specialist who can guide reporting, planning, and performance analysis while partnering with key stakeholders. The role will focus on delivering accurate financial information, strengthening forecasting processes, and helping leadership make informed business decisions.<br><br>Responsibilities:<br>• Lead monthly close activities to ensure timely, accurate completion of financial results and supporting reconciliations.<br>• Develop financial models that evaluate performance trends, business scenarios, and planning assumptions.<br>• Prepare clear, well-organized reports that present financial outcomes and highlight key drivers affecting results.<br>• Analyze operational and financial data to identify risks, opportunities, and areas for improved efficiency.<br>• Build forecasts and planning projections that support short- and long-range decision-making.<br>• Collaborate with internal leaders to review budget performance and provide actionable financial recommendations.<br>• Monitor variances against plans and communicate findings with meaningful business context.<br>• Support finance-related process improvements that enhance reporting accuracy and overall effectiveness.
- 2026-11-09T00:00:00Z
- Fraser, MI
- onsite
- Permanent / Full Time
- 125000 - 150000 USD / Yearly
- <p>We are looking for a Finance Manager/Controller to lead core accounting and financial operations for our clients metro Detroit team. This role is responsible for delivering accurate financial reporting, maintaining strong internal controls, and guiding a timely close process across multiple entities in North America. The ideal candidate brings strong leadership, sound technical accounting knowledge, and the ability to partner with management on financial performance, compliance, and process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Direct monthly and quarterly close activities across multiple entities, ensuring financial statements are complete, accurate, and issued on schedule.</p><p>• Oversee general ledger activity, including journal entries, reconciliations, and detailed review of key accounts such as inventory, prepaids, and work in process.</p><p>• Maintain fixed asset records, monitor bank account reconciliations, and resolve discrepancies to support reliable financial reporting.</p><p>• Coordinate consolidation tasks by validating financial data, reviewing intercompany activity, and supporting reporting needs for finance leadership and executive stakeholders.</p><p>• Approve updates to financial master data and help preserve consistency and accuracy across accounting systems and reporting structures.</p><p>• Manage tax and payroll-related activities, including recurring filings, payroll review, and compliance with applicable statutory and indirect tax obligations.</p><p>• Support internal and external audits by preparing requested documentation, responding to inquiries, and reinforcing adherence to internal control standards.</p><p>• Lead and mentor accounting staff across payables, receivables, collections, and senior accounting functions while reviewing work for quality and accuracy.</p><p>• Provide oversight of regional accounting operations, including coordination with cross-border teams, to ensure results are timely, accurate, and properly reflected in North American consolidated reporting.</p><p>• Drive continuous improvement efforts within finance operations, including enhancements to reporting tools, process workflows, and financial planning support for site leadership./Controller</p>
- 2026-11-12T00:00:00Z
- Lansing, MI
- onsite
- Permanent / Full Time
- 130000 - 160000 USD / Yearly
- <p>Our client is a scaling manufacturing organization experiencing continued growth and looking to add an Finance Manager who can help the business make smarter, more informed decisions as it evolves.</p><p><br></p><p>This is not a traditional Finance Manager role focused primarily on reporting and budgeting. The ideal candidate will be a strategic financial partner who enjoys building financial models, evaluating investments and initiatives, and helping leadership understand the financial implications of important business decisions.</p><p><br></p><p>As a Finance Manager you'll have the opportunity to work closely with executive and operational leaders on growth initiatives, capital investments, process improvements, cost-reduction opportunities and other strategic projects.</p><p><br></p><p>What You'll Do</p><ul><li>Lead financial analysis and modeling to support strategic business decisions and growth initiatives.</li><li>Build sophisticated financial models to evaluate investments, projects, operational changes and potential business opportunities.</li><li>Develop ROI, NPV, payback and scenario analyses to assess the financial impact of proposed initiatives.</li><li>Partner with operations, manufacturing, supply chain and leadership to develop business cases and quantify opportunities.</li><li>Analyze the financial impact of capital investments, automation, equipment purchases, capacity expansion and process improvements.</li><li>Identify opportunities to improve profitability, reduce costs and optimize the use of company resources.</li><li>Develop and maintain annual budgets, forecasts and long-range financial plans.</li><li>Analyze actual results versus budget and forecast, identifying key drivers and opportunities for improvement.</li><li>Develop financial and operational KPIs that provide leadership with better visibility into business performance.</li><li>Translate complex financial information into clear, actionable recommendations for non-financial leaders.</li><li>Support strategic and transformation projects by providing financial analysis, modeling and decision support.</li><li>Partner with accounting to ensure financial reporting and analysis accurately reflect business performance.</li><li>Continuously improve FP&A processes, reporting tools and analytical capabilities as the organization scales.</li></ul><p>For immediate consideration call Jimmy Tunney at 517-657-8054.</p>
- 2026-11-03T00:00:00Z
- Yuba City, CA
- onsite
- Permanent / Full Time
- 110000 - 120000 USD / Yearly
- <p>Robert Half is partnering with an established Northern California nonprofit organization to identify an experienced <strong>Finance Manager. </strong>This position reports directly to the CEO and is responsible for the overall financial health of the organization, including accounting operations, budgeting, financial reporting, grant compliance, internal controls, audits, and fiscal strategy. The Finance Manager will lead an established accounting team and serve as a financial resource to executive leadership and the Board.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead the organization's accounting and financial operations, including financial reporting, budgeting, forecasting, cash flow, and fiscal planning.</li><li>Develop and maintain financial policies, procedures, processes, and internal controls.</li><li>Oversee accounting for significant federal and state grant funding and ensure compliance with applicable funding requirements and regulations.</li><li>Direct annual budgeting, year-end projections, financial statements, and management reporting.</li><li>Oversee the annual audit process and support regulatory and grant compliance.</li><li>Provide financial analysis and guidance to the CEO, Board, management, and program leaders.</li><li>Lead and develop the accounting team, with oversight of functions including payroll and accounts payable.</li><li>Monitor grant funds, program accounts, administrative cost allocations, and indirect revenues.</li><li>Oversee the organization's financial management system and evaluate opportunities to strengthen accounting processes and controls.</li></ul><p><br></p>
- 2026-10-19T00:00:00Z
- Blaine, MN
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- We are looking for an experienced finance leader to oversee accounting operations, financial reporting, and internal controls for our Blaine, Minnesota team. This role will guide day-to-day financial activities, strengthen reporting accuracy, and support sound business decisions through disciplined planning and analysis. The ideal candidate brings strong leadership, a hands-on approach to accounting operations, and the ability to improve processes while maintaining compliance and financial integrity.<br><br>Responsibilities:<br>• Direct core accounting activities across payables, receivables, general ledger, cash activity, fixed assets, and expense administration to ensure smooth daily operations.<br>• Lead month-end, quarter-end, and year-end close processes, delivering timely and reliable financial statements and management reporting.<br>• Monitor financial transactions for accuracy, approvals, documentation, and proper period recognition while resolving exceptions and discrepancies promptly.<br>• Oversee billing, cash application, collections, vendor disbursements, reconciliations, and credit-related activities to maintain strong financial controls.<br>• Maintain and enhance accounting policies, close calendars, account structures, and control procedures that support compliance and operational consistency.<br>• Partner with leadership on budgeting, forecasting, cash flow planning, cost center analysis, and intercompany activity to support informed decision-making.<br>• Strengthen internal control practices by managing approval workflows, banking controls, segregation of duties, and audit readiness across finance operations.<br>• Supervise and develop finance team members and external resources, setting priorities, reviewing output, and fostering accountability and cross-functional support.<br>• Support finance system effectiveness through process improvement, automation, testing, integrations, and other changes that affect accounting and reporting.<br>• Coordinate with auditors, tax advisors, banking partners, insurers, and other external providers, including periodic travel for finance-related initiatives when needed.
- 2026-11-13T00:00:00Z
- Portland, OR
- onsite
- Permanent / Full Time
- 150000 - 160000 USD / Yearly
- <p>Business Finance Manager</p><p>📍 Portland Metro | Onsite | $155K-$165K</p><p>Ready to step into a high-impact role where you'll influence business strategy, drive financial performance, and partner directly with operations and executive leadership?</p><p>Sue Sumrell is recruiting for a well-established global manufacturer seeking a Business Finance Manager to own budgeting, forecasting, profitability analysis, business planning, and operational decision support. This is a highly visible role that sits at the intersection of Finance, Operations, Engineering, Purchasing, HR, and IT. </p><p><br></p><p><strong>NOTE: This NOT a hybrid position and candidate must be located in the Portland metro area.</strong></p><p><br></p><p>What makes this opportunity unique?</p><p>✅ Strategic business partnership with executive leadership</p><p>✅ Broad exposure across operations, finance, and business planning</p><p>✅ Ownership of budgeting, forecasting, and profitability analysis</p><p>✅ Key ERP systems leadership role</p><p>✅ Opportunity to drive process improvements and business initiatives</p><p>✅ Work for a global organization while making a direct impact locally</p><p>✅ No people management responsibilities, but significant influence across the business </p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys partnering with the business, improving processes, and helping leadership make better decisions through data and analysis.</p><p>Please contact Sue Sumrell confidentially and email your resume directly to [email protected] </p><p><br></p>
- 2026-10-27T00:00:00Z
- Napa, CA
- onsite
- Permanent / Full Time
- 130000 - 155000 USD / Yearly
- <p>We are seeking an experienced <strong>Finance Manager</strong> to join a well-established and growing wine industry organization in Napa, California. This is a <strong>full-time, onsite position</strong> that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company's overall financial performance.</p><p><br></p><p><strong>For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.</p><p>• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.</p><p>• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.</p><p>• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.</p><p>• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.</p><p>• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.</p><p>• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.</p><p>• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.</p><p>• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.</p><p>• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.</p>
- 2026-10-15T00:00:00Z
- Woodland, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>We are looking for an experienced and strategic finance manager for a manufacturing company in greater Sacramento. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. In this role, you will oversee financial operations, drive innovation through advanced technologies, and provide critical insights to support organizational success. This position requires a proactive individual with expertise in financial analysis, reporting, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>-Drive the modernization of finance capabilities by embedding emerging tools and data-driven approaches into daily operations, enabling stronger insight and faster, better-informed decisions.</p><p>-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.</p><p>-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.</p><p>-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.</p><p>-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.</p><p>-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.</p><p>-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.</p><p>-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.</p>
- 2026-10-30T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!!</strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Bala Cynwyd, PA
- onsite
- Permanent / Full Time
- 125000 - 225000 USD / Yearly
- <p>Global firm seeks a Business Project Manager who can work across multiple projects simultaneously. This Business Project Manager will lead the success of multiple projects by identifying resources and budgets, developing secure/detailed project plans, defining project scopes, clinching deadlines, identify and analyze project risks, allocating resources efficiently to ensure project success, and maintaining vendor relationships. The ideal candidate for this role should be tech savvy, have excellent leadership skills, strong verbal and written communication skills, and thorough organization skills.</p><p><br></p><p>How you will make an impact</p><ul><li>Oversee multiple concurrent projects, ensuring milestones, deadlines, and deliverables are consistently met</li><li>Partner with stakeholders across business units to define project objectives, establish priorities, and align on expected outcomes</li><li>Facilitate communication between project teams, leadership, and other key partners to maintain transparency and accountability</li><li>Monitor project progress, identify potential risks or roadblocks, and implement solutions to keep initiatives on track</li><li>Develop project plans, track milestones, and provide regular status updates to stakeholders</li><li>Manage competing priorities while maintaining strong attention to detail and ensuring high-quality execution</li><li>Build and maintain productive relationships with stakeholders at all levels of the organization</li><li>Support process improvements and help drive operational efficiency across business initiatives</li></ul>
- 2026-11-13T00:00:00Z
- Evanston, IL
- onsite
- Permanent / Full Time
- 180000 - 200000 USD / Yearly
- <p><em>The salary range for this position is $180,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]</em></p><p><br></p><p>The best way to beat this cold weather is with a new role that pays more and respects your work-life balance.</p><p><br></p><p>The role will require an ability to balance hands-on execution with effective delegation, coaching, and oversight. The individual will also be expected to play an active role in driving strategic initiatives across Fund Finance and the broader firm, partnering with senior Finance leadership, Portfolio Managers and cross-functional teams to improve processes, implement new capabilities, and advance key organizational priorities. </p><p>The position provides high visibility to various groups and exposure to a variety of hedge fund strategies and financial products employed therein. He or she will be expected to become familiar with the various investment strategies and financial products through interaction with Portfolio Managers, risk management, operations and other teams across the firm. </p><p> </p><p><strong><u>Job Description</u></strong></p><ul><li>Oversee financial reporting and analysis across assigned funds and investment strategies, including P&L, NAV, valuation and management reporting. </li><li>Lead Fund Finance support for private and negotiated transactions and participate in investment and asset-level diligence and monitoring. </li><li>Assist in the preparation and review of regular reporting requirements, including regulatory reporting, investor snapshots and ad hoc requests from the front office and investor relations. </li><li>Oversee the year-end audit and tax-related requests and queries at interim and yearend as well as review of the financial statements prepared by our fund administrators. </li><li>Provide day-to-day leadership and mentorship to junior team members, including delegation of responsibilities, review of work product, prioritization of deliverables and ongoing coaching and development. </li><li>Lead initiatives to improve processes, controls, reporting and scalability across Fund Finance. </li><li>Identify and implement opportunities to leverage technology, data and AI. </li><li>Lead cross-functional projects from initial assessment and design through implementation and adoption. </li><li>Manage key relationships with fund administrators, auditors, valuation specialists and portfolio company finance teams.</li></ul><p><strong><u> </u></strong></p><p><br></p>
- 2026-11-13T00:00:00Z
- Minnetonka, MN
- onsite
- Temporary / Contract
- 23 - 25 USD / Hourly
- <p>We are looking for a detail-focused Asset Coordinator to support high-volume data entry activities in Minnetonka, Minnesota. This Long-term Contract position is well suited for someone who works accurately, manages repetitive tasks efficiently, and is comfortable handling numeric and computer-based information. The role plays an important part in maintaining organized records, ensuring timely updates, and supporting day-to-day administrative data processes.</p><p><br></p><p>Responsibilities:</p><p>• Enter large volumes of information into computer systems with a strong emphasis on accuracy and consistency.</p><p>• Process numeric and text-based records while verifying details before final submission.</p><p>• Review source documents for completeness and correct discrepancies when information appears incomplete or inconsistent.</p><p>• Maintain organized electronic records so data can be retrieved, tracked, and updated efficiently.</p><p>• Meet daily productivity expectations while preserving a high standard of quality in data handling.</p><p>• Use typing and keyboarding skills to complete assignments quickly and with minimal errors.</p><p>• Support administrative workflows by updating databases, logs, and internal tracking files as needed.</p>
- 2026-11-13T00:00:00Z
- Charlotte, NC
- onsite
- Permanent / Full Time
- 60000 - 65000 USD / Yearly
- <p>We are seeking a highly organized Retirement Fund Project Manager to oversee retirement plan activities, coordinate compliance-related deliverables, and serve as a key point of contact for clients in Charlotte, North Carolina. The ideal candidate has a background in retirement plan recordkeeping and third-party administration (TPA), with hands-on knowledge of 401(k) compliance testing, Form 5500 filings, and Department of Labor reporting requirements. This role is best suited for a detail-oriented, process-driven professional who excels at organizing complex information, managing competing priorities, and maintaining strong client relationships. Advanced Excel skills are essential, and experience with FIS Relius is highly desirable.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee and coordinate retirement plan activities, ensuring deliverables, deadlines, and client expectations are managed effectively.</li><li>Serve as a primary point of contact for clients, addressing questions, communicating project updates, and coordinating the resolution of retirement plan issues.</li><li>Coordinate retirement plan compliance activities, including 401(k) nondiscrimination testing, annual Form 5500 filings, and other applicable regulatory reporting requirements.</li><li>Review retirement plan records, reports, and data to identify discrepancies, maintain accuracy, and ensure required deliverables are completed on time.</li><li>Partner with third-party vendors, recordkeepers, and internal stakeholders to coordinate plan activities and resolve outstanding items, leveraging external providers for routine processing and administration.</li><li>Organize and track multiple retirement plan tasks, compliance deadlines, and reporting requirements while maintaining clear documentation and follow-through.</li><li>Develop, maintain, and manipulate Excel spreadsheets to organize plan information, sort and analyze data, track deliverables, and identify discrepancies.</li><li>Support future retirement plan recordkeeping platform transition initiatives by helping organize data, coordinate project activities, and maintain continuity of client service.</li><li>Identify opportunities to improve workflows, strengthen organization, and enhance the accuracy and efficiency of retirement plan operations.</li></ul><p><br></p>
- 2026-10-26T00:00:00Z
- Columbus, OH
- remote
- Permanent / Full Time
- 105000 - 115000 USD / Yearly
- We are looking for a Product Manager to lead the direction and success of a portfolio of customer-focused offerings in Columbus, Ohio. This role will shape product plans by combining market insight, customer input, operational realities, and business goals to guide smart decisions. The ideal candidate brings a strong commercial mindset, works effectively across departments, and uses data to improve product value over time.<br><br>Responsibilities:<br>• Develop and maintain product strategy, roadmap plans, and lifecycle decisions for a portfolio of customer-facing products or services.<br>• Assess customer feedback, market activity, usage patterns, and business performance data to uncover opportunities and support prioritization.<br>• Establish product goals, measurable outcomes, and recommendations for funding or resource allocation based on strategic value.<br>• Lead discovery efforts to validate ideas, identify areas for improvement, and advance initiatives that support growth and innovation.<br>• Track adoption, customer experience, engagement levels, and financial results to evaluate overall product health.<br>• Partner with teams across technology, operations, finance, marketing, and leadership to align execution with business priorities.<br>• Convert business objectives into well-defined requirements, actionable plans, and deliverables for cross-functional teams.<br>• Promote ongoing enhancement of products, processes, and decision-making through a disciplined, product-led approach.<br>• Prepare business cases and contribute to planning activities related to pricing, investments, and long-term portfolio direction.
- 2026-11-04T00:00:00Z
- Brighton, MI
- onsite
- Permanent / Full Time
- 95000 - 120000 USD / Yearly
- <p>We’re partnering with a fast-growing organization in Brighton, MI looking to bring in a Product Strategy Leader to define and lead the direction of their consumer and business product portfolio. </p><p>This is a newly created, highly visible role, offering the rare opportunity to build product strategy from the ground up and play a central role in how the organization grows, innovates, and serves its customers. This role will lead the strategy, development, and evolution of consumer and business product solutions. </p><p>You’ll evaluate the current product portfolio, identify gaps and white space, and build a forward-looking roadmap that aligns with business goals and member needs. You’ll work at the intersection of product, marketing, lending, digital, analytics, and executive leadership, helping bring new ideas to life and ensuring products are impactful, competitive, and built for long-term growth. </p><p><br></p><p>Job Duties: </p><ul><li>Create and drive a comprehensive product strategy and multi-year roadmap aligned to growth priorities and customer expectations </li><li>Own the full product lifecycle — from ideation and business case through launch, optimization, and retirement </li><li>Evaluate existing financial services products and recommend improvements to strengthen competitiveness and customer experience Identify opportunities to attract new clients and deepen relationships through product innovation, bundling, and customer‑focused design </li><li>Partner cross-functionally with digital, tech, operations, compliance, marketing, and analytics to deliver seamless product experiences </li><li>Use market research, competitive insights, member behavior, and performance data to guide decisions and prioritize initiatives </li><li>Define success metrics, monitor performance, and continuously refine the product strategy </li><li>Develop products that remove friction, improve accessibility, and support long-term financial well-being</li></ul>
- 2026-10-22T00:00:00Z
- Austin, TX
- onsite
- Temporary / Contract
- 39.5865 - 45.837 USD / Hourly
- <p>We are looking for a versatile <strong>Product Manager</strong> to support a client here in Austin, Texas through a<strong> Contract</strong> engagement. This role calls for someone who can bring together product strategy, Agile execution, and day-to-day coordination across a range of evolving priorities. The ideal candidate is comfortable managing ambiguity, refining work for delivery, and partnering with stakeholders to keep product initiatives moving effectively!</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead product planning activities by translating business needs into clear priorities, deliverables, and actionable work items.</p><p>• Maintain and refine the product backlog to ensure upcoming work is well defined, organized, and ready for development teams.</p><p>• Collaborate with cross-functional partners to align scope, timelines, and expectations throughout the product lifecycle.</p><p>• Facilitate Agile Scrum practices, including planning and prioritization sessions, to support efficient execution.</p><p>• Use Jira to track progress, manage workflows, and provide visibility into product status, risks, and dependencies.</p><p>• Monitor reported issues and defects, helping teams assess impact, assign priority, and drive timely resolution.</p><p>• Balance a broad mix of product responsibilities in a fast-moving environment where needs may shift over time.</p><p>• Support product-related operational changes or platform/process updates as needed while minimizing disruption to delivery</p>
- 2026-11-03T00:00:00Z
- Elmhurst, IL
- onsite
- Permanent / Full Time
- 150000 - 170000 USD / Yearly
- We are looking for a Product Manager to guide product planning and execution for a team based in Elmhurst, Illinois. This role focuses on turning business needs into clear priorities, coordinating work across stakeholders, and maintaining momentum through an agile delivery process. The ideal candidate brings strong judgment, a structured approach to backlog management, and the ability to keep product quality and user value at the center of decision-making.<br><br>Responsibilities:<br>• Define product priorities by translating business goals and user needs into a clear roadmap and actionable work items.<br>• Manage and refine the product backlog, ensuring stories are well prepared, appropriately prioritized, and ready for development teams.<br>• Partner with engineering, quality, and business stakeholders to align scope, timing, and expected outcomes across initiatives.<br>• Support agile ceremonies, including sprint planning and backlog review sessions, to help teams deliver work efficiently and transparently.<br>• Use Jira and related tools to monitor progress, maintain documentation, and provide visibility into product status and upcoming work.<br>• Review reported issues, coordinate bug triage, and help drive resolution decisions based on customer impact and business priority.<br>• Evaluate product performance and feedback to identify enhancement opportunities and inform future releases.
- 2026-11-03T00:00:00Z
- Los Angeles, CA
- onsite
- Permanent / Full Time
- 200000 - 275000 USD / Yearly
- <p><strong>Product Manager</strong></p><p><br></p><p><strong>Overview</strong></p><p>An established investment-focused organization is seeking a Product Manager to lead strategic technology initiatives across its investment and business operations platforms. This role will partner with stakeholders across business and technology teams to enhance critical systems, improve data accessibility, and drive operational efficiency through modernization, automation, and emerging technologies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Define and manage product roadmaps for investment and operational technology platforms.</li><li>Gather business requirements and translate them into actionable product features and enhancements.</li><li>Partner with business, operations, and technology teams to prioritize initiatives and drive execution.</li><li>Support data platform improvements, integrations, reporting capabilities, and analytics solutions.</li><li>Identify opportunities to leverage automation and AI to improve processes and decision-making.</li><li>Lead Agile product management activities including backlog management, sprint planning, and stakeholder communication.</li><li>Collaborate with internal and external partners to ensure successful delivery of product initiatives.</li><li>Drive continuous improvement of systems, workflows, and user experiences.</li></ul>
- 2026-10-27T00:00:00Z
- Schenectady, NY
- remote
- Permanent / Full Time
- 90000 - 115000 USD / Yearly
- <p>We are looking for a Product Manager to guide product priorities and help deliver software solutions that support education-focused users. This role works closely with engineering, customers, and internal partners to translate business needs into clear development direction while balancing timelines, value, and stakeholder expectations. The ideal candidate brings hands-on experience in Agile product delivery, strong communication skills, and the ability to shape releases and roadmap decisions in a customer-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage and continuously refine the product backlog, ensuring work is prioritized according to customer impact, business goals, and delivery readiness.</p><p>• Turn product needs into well-defined user stories, functional requirements, and measurable acceptance criteria for development teams.</p><p>• Partner with engineering leadership to prepare for sprint activities, contribute to reviews and retrospectives, and help keep delivery aligned with product objectives.</p><p>• Support release planning and roadmap development by organizing upcoming priorities, identifying dependencies, and communicating changes to stakeholders.</p><p>• Engage directly with customers and internal teams to gather feedback, clarify needs, and balance competing requests across multiple stakeholder groups.</p><p>• Monitor issues, enhancement requests, and support trends through ticketing and tracking systems to inform prioritization and product decisions.</p><p>• Contribute to modernization initiatives by helping plan feature delivery for customers moving from legacy applications to newer cloud-based platforms.</p><p>• Work within Agile development tools and processes to maintain visibility into progress, risks, and upcoming work across the product lifecycle.</p>
- 2026-10-26T00:00:00Z
- Maitland, FL
- remote
- Temporary to Hire
- 0 - 0 USD / Yearly
- <p>We are looking for an experienced Product Manager to connect disaster recovery operations with software delivery. This is ideal for someone who can turn complex field processes, compliance obligations, and reimbursement needs into clear product direction for development teams. The role focuses on supporting real-world operational execution by defining practical system functionality that improves service delivery, documentation quality, and regulatory alignment. Need to have detailed knowledge of Stafford act, FEMA, and HUD DR programs.</p><p><br></p><p>Responsibilities:</p><p>• Convert operational priorities from disaster recovery and debris management teams into detailed product requirements, workflows, and implementation-ready documentation.</p><p>• Lead discovery sessions with field personnel, program leadership, contractors, and internal stakeholders to uncover needs, clarify business rules, and define expected outcomes.</p><p>• Build and maintain user stories, acceptance criteria, process diagrams, and backlog items that give developers and QA teams a clear path for execution.</p><p>• Rank product enhancements and feature requests by weighing user impact, compliance exposure, reimbursement considerations, and business value.</p><p>• Act as the central point of coordination between operations teams and software delivery groups throughout planning, development, testing, and release activities.</p><p>• Observe field operations directly to understand how work is performed in practice, identify inefficiencies, and recommend system improvements grounded in actual usage.</p><p>• Ensure product functionality supports documentation, reporting, audit readiness, and program requirements tied to disaster recovery and reimbursement processes.</p><p>• Participate in sprint planning, backlog refinement, user acceptance testing, and release preparation to help deliver solutions that meet operational and regulatory expectations</p>
- 2026-11-09T00:00:00Z
- Irvine, CA
- onsite
- Permanent / Full Time
- 95000 - 125000 USD / Yearly
- <p>We are looking for a Product Manager to lead the growth and direction of a product portfolio based in Irvine, California. This role focuses on shaping product plans, guiding launches, and refining existing offerings to meet shopper expectations and retail partner needs. The position also plays a key part in evaluating market dynamics, strengthening competitive positioning, and supporting revenue and portfolio performance through informed product decisions.</p><p><br></p><p>Responsibilities:</p><p>• Drive product roadmap activities for the Home Comfort category, aligning portfolio priorities with customer demand and business goals.</p><p>• Partner with cross-functional teams to move new products from concept through launch, ensuring readiness across commercialization activities.</p><p>• Assess market trends, shopper insights, and competitor activity to identify opportunities for product improvement and expansion.</p><p>• Develop product positioning and pricing strategies that support channel objectives and strengthen market presence.</p><p>• Coordinate go-to-market plans with internal stakeholders and retail partners to enable successful product introductions.</p><p>• Monitor product performance using business metrics and recommend actions to improve sales, margin, and portfolio health.</p><p>• Manage lifecycle decisions for existing products, including enhancements, phase-outs, and assortment optimization.</p><p>• Use tools such as Jira to organize priorities, track issues, and support backlog refinement in an agile working environment.</p>
- 2026-10-20T00:00:00Z