<p>Are you a people-oriented professional with exceptional organizational skills and a welcoming demeanor? Do you have a knack for creating positive first impressions while maintaining a smooth and efficient front desk? Our client, a prominent company in the construction industry, is seeking a reliable and proactive Front Desk Coordinator to be the face of their organization! This role is ideal for a professional who enjoys multitasking, thrives in a fast-paced environment, and is eager to contribute to a growing company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet all visitors (e.g., clients, vendors, contractors) in a professional and friendly manner, ensuring they feel welcomed and assisted.</li><li>Answer and route phone calls to the appropriate team members, handling inquiries with accuracy and professionalism.</li><li>Maintain the organization and presentation of the front desk and reception area.</li><li>Schedule and manage meeting rooms, including coordination with other departments.</li><li>Monitor incoming and outgoing mail, deliveries, and packages while ensuring timely distribution.</li><li>Assist with general office duties such as filing, data entry, and ordering supplies.</li><li>Provide administrative support to other departments as needed, including helping coordinate construction project logistics.</li><li>Keep track of office schedules, key events, and project deadlines to assist with communication flow between teams.</li><li>Ensure proper communication between construction staff, clients, and vendors when necessary.</li><li>Handle confidential information with care and maintain a high level of professionalism.</li></ul>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>We’re seeking a motivated and detail-oriented <strong>Entry-Level Analyst</strong> to join our client’s growing team on a <strong>contract-to-hire</strong> basis. This is an exciting opportunity to jumpstart your career with a forward-thinking, highly collaborative organization that values curiosity, innovation, and continuous learning.</p><p><br></p><p>In this role, you’ll work with large data sets to uncover trends, generate insights, and support strategic decision-making. You'll collaborate across departments to help drive business objectives through thoughtful analysis and clear communication.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Duties: </strong></p><ul><li>Perform accounts receivable and billing</li><li>Assist with reporting and reconciliation</li><li>Collect, mine, monitor and review data</li><li> Process financial transactions - tracking time and expenses</li><li>Assist in the preparation of reports</li><li>Perform data entry, verification, and back-up; and maintain database ·</li><li>Other duties as assigned</li></ul><p><br></p>
<p><strong>Sales Representative – Automotive</strong></p><p> <strong>Location:</strong> South Oklahoma City, OK</p><p><strong>Job Description:</strong></p><p> We are seeking a motivated and customer-focused <strong>Sales Representative</strong> to join our team in South OKC. This role is ideal for individuals with prior experience in automotive sales and a passion for delivering outstanding customer service. The Sales Representative will be responsible for engaging with customers, understanding their needs, and guiding them through the sales process to ensure a positive buying experience.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet and assist customers in selecting vehicles that match their needs and budget</li><li>Provide product knowledge and explain vehicle features, warranties, and financing options</li><li>Build and maintain strong relationships with customers to encourage repeat and referral business</li><li>Meet or exceed individual and team sales goals</li><li>Maintain accurate records of sales activity, customer interactions, and follow-ups</li><li>Support showroom presentation and ensure inventory is displayed professionall</li></ul><p><br></p>
<p><strong>Are you an experienced Creative Director seeking your next career opportunity? Robert Half is continuously looking for innovative Creative Directors to support our clients across various industries in the Chicago area. If you’re passionate about leading creative teams, driving impactful brand strategies, and pushing the boundaries of design and marketing, we want to hear from you!</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>As a Creative Director, you'll play a pivotal role in shaping and directing the creative vision for our clients. From conceptualizing and executing campaigns to inspiring creative teams, you’ll ensure the delivery of exceptional content and branding strategies across multiple platforms. These opportunities are ideal for leaders who excel in fast-paced environments and enjoy collaborating with diverse teams.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee the <strong>conceptualization and execution</strong> of creative projects, including digital, print, video, and experiential campaigns.</li><li>Develop and maintain a strong, <strong>cohesive brand identity</strong> across multiple channels and platforms.</li><li>Lead and inspire teams of designers, copywriters, and other creatives, ensuring high-quality output within deadlines.</li><li>Collaborate with marketing, product, and strategy teams to design campaigns that align with business goals and deliver measurable results.</li><li>Present creative ideas and concepts to clients, stakeholders, or leadership teams, articulating the "why" behind the strategy.</li><li>Manage timelines, budgets, and resources to ensure projects run smoothly and efficiently.</li><li>Conduct research to stay ahead of industry trends, cutting-edge design techniques, and consumer behaviors.</li></ul><p><br></p>
<p>We’re seeking a <strong>Marketing Reporting Analyst</strong> with a strategic mindset and strong SQL skills to design dashboards, perform ad hoc analysis, and support compliance initiatives. This role requires collaboration across marketing, engineering, and compliance teams to deliver actionable insights and ensure data accuracy.</p><p><strong>Responsibilities</strong></p><ul><li>Design and manage marketing dashboards using tools like Power BI, Tableau, or Qlik.</li><li>Write SQL queries for ad hoc analysis and reporting.</li><li>Present findings and recommendations to stakeholders.</li><li>Support compliance processes (e.g., CCPA) and manage customer data preferences.</li><li>Define project plans and monitor data quality across reports.</li></ul><p><br></p>
<p>A growing client of ours, a global manufacturer, is hiring an FP& A Manager to join their team in Columbia, SC. This is an on-site position that allows for collaboration with key leaders of the organization. </p><p><br></p><p><strong><u>Essential Responsibilities:</u> </strong></p><p>• Work closely with the leadership team to formulate the business's short and long-term financial and strategic plan.</p><p>• Delivery of competitor analysis, market trends and associated commentary to the Leadership team</p><p>• Analyzing financial and operational results to better understand company performance, and work with operating team to implement solutions.</p><p>• Communicate to senior management the reasons behind the product/department performance and results, work with business to drive solutions.</p><p>• Provide detailed analysis and commentary on cost center results.</p><p>• Reviewing operations and recommending new productivity or cost-saving initiatives</p><p>• Preparing business cases to support new investment, strategic and other business decisions.</p><p>• Lead preparation of monthly financial results and Monthly Operating Review presentation, including recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations.</p><p><br></p>
We are looking for a skilled Paralegal to join our team in San Jose, California. This role offers the flexibility of a hybrid schedule and is open to remote candidates with exceptional qualifications. The ideal candidate will bring expertise in civil litigation, trial preparation, and case management while contributing to a dynamic legal environment.<br><br>Responsibilities:<br>• Assist with discovery processes, including gathering and organizing relevant documents.<br>• Provide comprehensive support in civil litigation cases, ensuring deadlines and filings are met.<br>• Prepare trial materials and documentation, collaborating with attorneys for effective case presentation.<br>• Manage case files using specialized software, maintaining accuracy and organization.<br>• Conduct legal research and draft correspondence to support attorneys in various matters.<br>• Monitor billable hours to meet monthly and annual targets efficiently.<br>• Handle family law cases with attention to detail and client confidentiality.<br>• Coordinate with clients and legal teams to ensure effective communication and case progress.<br>• Support hybrid legal assistant and paralegal responsibilities as required.<br>• Maintain compliance with legal standards and procedures throughout all casework.
<p>Controller – Hands on in Non-Profit.</p><p><br></p><p>Stable non-profit company in the Lenox area is looking for a hands-on Controller. Reporting to the CFO and being a contributing member of the senior management team, you will be responsible for strategic planning, the general ledger, financial close, financial statement preparation, board reporting and presentation, budgeting, forecasting, cash flow analysis and mentoring staff. </p><p><br></p><ul><li>Performs the following: monthly, quarterly and annual close, general ledger entry, balance sheets, income statement, and reconciliation.</li><li>Conducts bank reconciliations; assists with cash analysis when necessary.</li><li>Reviews A/P and runs weekly vendor checks.</li><li>Reviews and approves purchase orders.</li><li>Oversees billing and collection processes for revenue generating programs.</li><li>Prepares annual budget and re-projections.</li><li>Assist with fund report preparation.</li><li>Coordinates and manages internal audits involving the review of administrative accounting controls and processes to ensure the integrity of internal systems.</li><li>Assists in the development and implementation of new and revised accounting, payroll and other financial policies, procedures and controls.</li><li>Provides ongoing direction and supervision to finance and billing staff.</li></ul><p>Minimum requirements include a BS in Accounting. MBA or CPA preferred, 5+ years of relevant non-profit experience including hands on general ledger and month end close experience, strong financial statement preparation experience, experience providing strategic guidance and implementing improvements to policies and procedures. </p><p><br></p><p>Base salary range of $90-105k + strong benefits.</p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Chelsea Halon at chelsea.halon@roberthalf com. For expeditated consideration please email directly to chelsea.halon@roberthalf com vs “applying”. </p><p><br></p><p>All inquiries are confidential. Please note: at Robert Half we never present your background to a client company without your permission. </p><p><br></p><p>chelsea.halon@roberthalf com</p>
<p>Robert Half Marketing and Creative Atlanta is looking for a Visual Designer for a large consulting company in the Atlanta Area. The Visual Designer will be responsible for the creation of visually innovative and engaging products for our client. The ideal candidate will be creating visuals for mobile, web, and tablet. The Visual Designer should be a storytelling and be able to use design to bring product ideas to life. The ideal candidate must have a mastery of the entire Adobe Creative Suite. </p>
We are looking for a committed and meticulous Controller to join our team based in Wilmington, Delaware. In the finance sector, the Controller will be pivotal in overseeing the company's accounting operations, ensuring regulatory compliance, and managing financial reporting. The role involves managing the integrity of internal systems, supervising financial obligations, and handling treasury functions.<br><br>Responsibilities:<br><br>• Manage the company's accounting operations, including accounts payable, receivable, payroll, and general ledger management.<br>• Oversee the preparation and presentation of accurate and timely financial statements.<br>• Ensure the company's compliance with tax returns and firm-specific compliance filings.<br>• Guarantee the accuracy and integrity of the company's practice management system, including report writing and data maintenance.<br>• Maintain compliance for the company's 401(k) and flexible benefits plans, ensuring all reporting and filings are accurate and timely.<br>• Supervise and process billing operations, ensuring timely and accurate invoicing.<br>• Manage client interactions to resolve billing inquiries and oversee collection efforts to maintain cash flow.<br>• Oversee the company's treasury function, ensuring risk and liquidity are effectively monitored.<br>• Regularly reconcile all bank accounts and prepare weekly cash position reports.<br>• Manage cash sweeps to interest-bearing accounts and oversee other liquidity optimization strategies.<br>• Develop and oversee the company's annual budget and financial forecasts.<br>• Analyze financial data and provide insights to inform strategic decision-making.
<p>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
<p><strong>Business Systems Consultant III</strong></p><p><strong>Location</strong>: Remote </p><p><strong>Schedule</strong>: Monday – Friday, 8:00 AM – 5:00 PM EST </p><p><strong>Duration</strong>: 12 months (Contract)</p><p><br></p><p><strong>Job Overview:</strong></p><p>We are seeking a highly skilled Business Systems Consultant III to support enterprise-level HR systems initiatives. This role will focus on ServiceNow HRSD (Human Resource Service Delivery) and requires a strong background in systems consulting, project leadership, and technical support within HR domains.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a Business Systems Consultant within the Corporate HR Service Center.</li><li>Provide technical support for HR-related software and systems.</li><li>Troubleshoot and resolve application issues; implement enhancements as needed.</li><li>Lead and support large-scale projects, including user testing and implementation.</li><li>Collaborate with project managers, developers, QA analysts, and business stakeholders.</li><li>Gather and document business requirements; support system design and implementation.</li><li>Maintain project documentation and track issues throughout the lifecycle.</li><li>Add new services to the employee center portal and support ongoing enhancements.</li></ul>
<p><em>The salary range for this position is $75,000-$80,000 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>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Accountant position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p>The Senior Accountant works directly with the Accounting Manager and reports to the Director of Finance & Accounting. Our ideal candidate is organized, pays strong attention to detail, will be able to carry out tasks both autonomously and collaboratively; has 3-4 years of experience; and has a desire to grow and learn in a fast-paced environment. Familiarity with accounting in customer-facing industries such as Hospitality and Tourism preferred, but not required.</p><p><br></p><p><strong>GENERAL FUNCTIONS + RESPONSIBILITIES </strong></p><p><br></p><p>· Assists in the day-to-day, monthly, and year-end operations of the Finance Department including financial statement presentation and analysis</p><p>· Assists with the recording and reconciliation of revenue and receivables</p><p>· Assists in the creation, maintenance, and reconciliation of store level and corporate bank accounts</p><p>· Records and processes intercompany expense allocations, monthly accruals, amortization of prepaid expenses, fixed assets depreciation, and recording of adjusting and/or reclassification journal entries, if necessary</p><p>· Review of company books to ensure timely and accurate processing and recording all accounts payable transactions, and ensures that all invoices and staff reimbursements are paid accurately and in accordance with Finance policies and procedures</p><p>· Review general ledger (G/L) activity to ensure all activity is properly recorded and reflected in G/L</p><p>· Prepares and analyzes financial statement workpapers to verify accuracy of bookkeeping for the period</p>
<p>We are seeking a dependable and detail-oriented Office Services Assistant to support daily office operations, ensuring key service areas such as coffee stations, mailroom, and printer stations are maintained to the highest standard. This role plays a critical part in keeping the workplace functional, organized, and well-stocked, contributing to a positive and efficient office environment.</p><p>Responsibilities: </p><ul><li>Receive, scan, and log all incoming packages from FedEx, UPS, and other carriers.</li><li>Use handheld scanners to track deliveries and obtain department signatures.</li><li>Deliver packages to appropriate departments and floors.</li><li>Prepare and ship all outgoing packages (Overnight, Ground, letters, etc.) using FedEx Ship Manager.</li><li>Monitor and maintain printer stations throughout the office.</li><li>Refill paper in printers and ensure reams are stocked and accessible to employees.</li><li>Keep the area clean and orderly.</li><li>Check and clean all coffee stations twice daily.</li><li>Replenish supplies in coffee machines and counters.</li><li>Maintain cleanliness and overall presentation.</li></ul>
<p>We are seeking a Controller for our team based in Houston, Texas. This role is crucial within our family office accounting environment, with a focus on intercompany accounting, general ledger maintenance, and reconciliations. This role offers an exciting opportunity for individuals who are skilled in account reconciliation and possess a keen eye for detail. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the entire general ledger system</p><p>• Conduct intercompany transactions and reconciliations to ensure all business transactions are accounted for</p><p>• Maintain accurate and comprehensive financial records</p><p>• Handle customer inquiries and resolve issues promptly</p><p>• Monitor customer accounts and take appropriate actions as needed</p><p>• Implement and uphold accounting policies and procedures to ensure compliance with standards</p><p>• Coordinate with the team to process customer credit applications efficiently</p><p>• Regularly review and analyze financial data and prepare financial reports</p><p>• Collaborate with team members to improve financial processes and systems</p><p>• Ensure all financial reporting deadlines are met.</p><p><br></p><p>For immediate consideration, contact Mark, [email protected]</p>
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p>About the Company</p><p>Our client, a well-established wealth management firm, is seeking a professional and organized Front Desk Administrator to serve as the first point of contact for clients and visitors. This role requires strong communication skills, a client-focused demeanor, and the ability to manage both administrative and front-office responsibilities in a fast-paced, professional environment.</p><p>Key Responsibilities</p><ul><li><strong>Client Reception:</strong> Greet clients and visitors with professionalism, ensuring a welcoming and client-focused experience.</li><li><strong>Front Desk Management:</strong> Answer and route phone calls, manage incoming/outgoing mail, and maintain a polished and organized reception area.</li><li><strong>Scheduling & Coordination:</strong> Assist with managing calendars, scheduling client meetings, and coordinating conference room bookings.</li><li><strong>Administrative Support:</strong> Provide general administrative assistance to advisors and office staff, including preparing documents, processing forms, and updating client files.</li><li><strong>Meeting Preparation:</strong> Support client meetings by preparing agendas, printing materials, and setting up meeting spaces.</li><li><strong>Recordkeeping:</strong> Maintain accurate logs, update databases and CRM systems, and ensure client information is current and secure.</li><li><strong>Office Operations:</strong> Order office supplies, coordinate vendor services, and assist with special projects as needed.</li><li><strong>Confidentiality & Compliance:</strong> Handle sensitive financial information with discretion, ensuring compliance with industry regulations and company policies.</li></ul><p><br></p>
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p>We're looking for a sharp Executive Assistant to join a rapidly growing firm in lower Fairfield County. This is an on-site position supporting the CEO.</p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Conserves executive's time by reading, researching, and routing correspondence, drafting letters and documents, collecting and analyzing information, and initiating communications.</li><li>Develops a thorough understanding of the business to make appropriate recommendations and decisions impacting the executive.</li><li>Manages the executive’s Outlook account including high volumes of email traffic, an active calendar of appointments and travel, and updates contacts as needed.</li><li>Engages with all staff members situated throughout the country to facilitate solutions.</li><li>Prepares agendas and minutes in relation to crucial meetings.</li><li>Completes expense reports and approves timecards for the executive’s direct reports.</li><li>Maintains executive files, copies and reviews outside mail, scans and files documents.</li><li>Assists with corporate meetings and events.</li><li>Communicates effectively with all levels of the organization and external stakeholders.</li><li>Provides direct administrative support as needed, including scheduling appointments, meetings, and events; booking detailed travel itineraries; maintaining file systems; incoming and outgoing mailing and shipping packages.</li><li>Manage office supplies, equipment, and inventory, ensuring adequate stock levels and overseeing procurement processes.</li></ul><p><br></p>
<p>Event Dates: September 16 – September 21, 2025</p><p><br></p><p><strong>About the Role</strong></p><p>Robert Half is seeking enthusiastic and customer-focused <strong>Merchandise Sales Associates</strong> to support a high-profile theatrical event in North Charleston, SC. This is a high-energy, customer-facing role where you’ll engage with guests, assist with purchases, and create a memorable experience for attendees.</p><p>Associates will work at merchandise booths, handling sales and highlighting special offers available to guests.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>Provide friendly, welcoming service to all guests.</p><p>Share product knowledge and highlight current offers.</p><p>Operate registers and process transactions accurately.</p><p>Restock merchandise and maintain booth presentation.</p><p>Lift boxes up to 40 lbs. and assist with setup/tear down as needed.</p><p>Stand for extended periods during shifts.</p><p><br></p><p><strong>Event Schedule:</strong></p><p>Monday, Sept 15 – DARK (no shows)</p><p>Tuesday, Sept 16 – 3:00 PM – 5:00 PM / 5:30 PM – 10:30 PM</p><p>Wednesday, Sept 17 – 5:30 PM – 10:30 PM</p><p>Thursday, Sept 18 – 5:30 PM – 10:30 PM</p><p>Friday, Sept 19 – 5:30 PM – 10:30 PM</p><p>Saturday, Sept 20 – 12:00 PM – 5:00 PM & 5:30 PM – 10:30 PM</p><p>Sunday, Sept 21 – 11:00 AM – 4:00 PM & 4:30 PM – 9:30 PM</p>
We are looking for an experienced Chief Financial Officer (CFO) to take charge of financial leadership and strategic planning for our organization. Based in Gainesville, Florida, this is a long-term contract position that requires expertise in optimizing financial operations and ensuring sustainable growth. The ideal candidate will play a pivotal role in overseeing financial reporting, capital management, and cash flow analysis.<br><br>Responsibilities:<br>• Develop and implement financial strategies to support organizational goals and long-term growth.<br>• Oversee cash flow management, ensuring optimal liquidity and risk mitigation.<br>• Lead capital planning initiatives and manage investments to maximize returns.<br>• Supervise the month-end close processes, ensuring accuracy and compliance with financial standards.<br>• Direct the preparation of detailed financial reports and present insights to key stakeholders.<br>• Evaluate and enhance business systems to improve operational efficiency and reporting capabilities.<br>• Build and manage a high-performing accounting team to support financial operations.<br>• Ensure compliance with all relevant regulations and standards in financial reporting and management.<br>• Collaborate with executive leadership to align financial planning with strategic objectives.
<p><b>Growing and expanding company located in beautiful Santa Cruz County has new opportunity with great salary, benefits and perks! </b></p><p>The primary objective of this role is to support customer engagement and grow the customer base in alignment with organizational goals. The position entails general sales activities, leveraging core competencies to investigate, identify, and develop new business opportunities across established and emerging markets and applications.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and manage offers and quotations for prospective and current customers involving both existing and new products.</li><li>Represent the organization at trade shows, conferences, and seminars to promote offerings and build customer relationships.</li><li>Conduct in-person visits to both existing and potential clients to ensure satisfaction and identify new business opportunities.</li><li>Efficiently input customer data into CRM systems (e.g., Salesforce) and ensure prompt entry of sales orders into production systems.</li><li>Identify and capitalize on growth opportunities to expand the organization’s footprint in new and existing markets.</li><li>Collaborate with engineering teams to ensure seamless transition from prospect to customer and proper alignment with technical specifications.</li><li>Collect market data and compile reports on trends, growth opportunities, and the impact of ongoing efforts to management.</li><li>Conduct contract reviews to ensure accuracy (e.g., terms and conditions, export regulations, etc.).</li><li>Oversee billing and occasional shipping activities as necessary.</li></ul><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also) </p>
<p>We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile reports on portfolio performance on a regular basis</p><p>• Monitor and update client asset allocations</p><p>• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds</p><p>• Prepare and coordinate materials for client meetings</p><p>• Compile quarterly tax projections</p><p>• Handle account creation and maintenance </p><p>• Manage money movement including wire transfers and journals</p><p>• Maintain and update the database regularly</p><p>• Conduct ad hoc project management </p><p>• Assist in portfolio performance updates</p><p>• Provide operational functions to support the Partners and their team. </p><p><br></p><p>Skills: </p><p><br></p><p>• Annual Financial Plan</p><p>• Financial Planning</p><p>• Financial Reconciliation</p><p>• Financial Services</p><p>• Personal Financial Specialist</p>
