<p>We are looking for a detail-oriented Retirement Plan Administrator to join our team in Appleton, Wisconsin. This role involves ensuring compliance with recordkeeping standards, analyzing plan provisions, and delivering accurate data reports that meet quality benchmarks. The ideal candidate will be committed to growth and possess a strong knowledge of retirement plans.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and ensure compliance with recordkeeping standards and plan provisions as outlined in individual plan documents.</p><p>• Analyze and test retirement plan provisions to ensure adherence to regulatory and service standards.</p><p>• Prepare and deliver accurate data reports within established quality guidelines.</p><p>• Collaborate with internal teams to address compliance-related issues and improve processes.</p><p>• Stay updated on industry trends and regulations to enhance effectiveness in delivering client expectations.</p><p>• Support the administration of 401(k) and RRSP plans, ensuring proper procedures are followed.</p><p>• Contribute to ongoing development efforts to deepen knowledge of retirement plan administration.</p><p>• Assist in the management of retirement plans, ensuring all requirements are met.</p>
<p>We are looking for an experienced Senior Financial Analyst to join a fast growing Financial Services firm in the Twin Cities. In this role, you will conduct in-depth financial analysis, prepare budgets and forecasts, and provide insights that drive strategic decision-making. This position requires a strong understanding of accounting principles and financial processes, coupled with excellent analytical and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial analysis, including forecasting, budgeting, and evaluating project costs.</p><p>• Prepare and analyze financial trends, expenses, and business conditions to identify and report significant variances.</p><p>• Develop and execute short-term and long-term financial plans, ensuring adherence to company policies and regulatory requirements.</p><p>• Review and reconcile monthly journal entries and financial statements to ensure accuracy.</p><p>• Investigate and resolve discrepancies within balance sheets and related accounts, ensuring proper follow-up.</p><p>• Provide actionable recommendations to management on financial procedures, controls, and strategic plans.</p><p>• Generate specialized financial reports and present findings through written and verbal communication formats.</p><p>• Assist in updating accounting policies and procedures to ensure compliance with legal and regulatory standards.</p><p>• Offer guidance, training, and supervision to finance staff as needed.</p><p>• Support additional accounting tasks and responsibilities as assigned.</p>
<p>We are offering an exciting opportunity for a Sr. Financial Analyst in Memphis, Tennessee. As a Sr. Financial Analyst, you will play a crucial role in supporting our financial operations, managing liquidity, and aiding in budgetary planning and cost control measures. </p><p><br></p><p>Responsibilities:</p><p>• Accurately process and analyze customer credit applications.</p><p>• Maintain precise and up-to-date customer credit records.</p><p>• Resolve customer inquiries promptly and professionally.</p><p>• Monitor customer accounts and take appropriate action based on account status.</p><p>• Manage daily cash positions, forecasting cash flow requirements, and ensuring the operational needs are met efficiently.</p><p>• Review and recommend investment opportunities to enhance the portfolio and return on investments.</p><p>• Identify, assess, and develop strategies to mitigate financial risks related to interest rates, foreign exchange, and other market variables.</p><p>• Ensure compliance with regulatory requirements and internal policies regarding treasury operations.</p><p>• Create detailed reports on cash flow, liquidity, and investment performance for review by senior management.</p><p>• Aid in the development of annual budgets, including data gathering, forecasting, and coordination with various departments.</p><p>• Analyze costs associated with bank operations, identify cost-saving opportunities, and recommend efficiency-enhancing improvements.</p><p>• Develop and maintain financial models to support budgetary decisions and strategic planning.</p><p>• Track and analyze financial performance against budgetary targets, providing variance analysis and insights to management.</p><p>• Prepare regular financial reports and presentations related to cost and budget performance for management review.</p>
We are looking for a skilled Financial Analyst to join our team in Houston, Texas. In this role, you will leverage your expertise in financial modeling and analysis to guide strategic decision-making and support organizational goals. This position requires someone with strong attention to detail, capable of interpreting complex data and delivering actionable insights.<br><br>Responsibilities:<br>• Develop and implement comprehensive financial models to support forecasting and strategic planning.<br>• Conduct detailed variance analyses to identify trends, discrepancies, and areas for improvement.<br>• Perform ad hoc financial analyses to address specific business questions and provide timely insights.<br>• Utilize data mining techniques to extract and interpret financial data for informed decision-making.<br>• Collaborate with cross-functional teams to ensure alignment on financial strategies and objectives.<br>• Prepare detailed reports and presentations to communicate findings to stakeholders.<br>• Monitor key financial metrics and provide recommendations for enhancing performance.<br>• Evaluate market conditions and their impact on organizational financial outcomes.<br>• Assist in budgeting and financial planning processes to support overall business goals.
We are looking for a skilled Financial Analyst to join our team in Hamilton, New York. This is a long-term contract opportunity where you will play a key role in analyzing financial data, supporting decision-making, and driving strategic initiatives. The ideal candidate will bring expertise in healthcare financial analysis and a strong understanding of profit and loss statements.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to support organizational decision-making and strategic planning.<br>• Prepare and evaluate profit and loss statements to identify trends and areas for improvement.<br>• Create financial models to forecast performance and assess potential risks.<br>• Perform variance analyses to monitor budget adherence and identify discrepancies.<br>• Generate ad hoc financial reports to address specific business needs and inquiries.<br>• Utilize advanced data mining techniques to extract and interpret critical financial information.<br>• Develop and optimize Excel formulas to streamline reporting processes.<br>• Collaborate with cross-functional teams to support payroll and reporting activities.<br>• Assist with the implementation of new financial systems and processes as needed.<br>• Ensure compliance with healthcare industry standards and regulations in all financial practices.
We are looking for an experienced Senior Financial Analyst to join our team in Tampa, Florida. In this role, you will play a pivotal part in driving financial insights and supporting strategic decision-making processes. The ideal candidate will have a strong background in financial analysis, modeling, and data interpretation to help identify opportunities and address challenges.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to support strategic planning and business decision-making.<br>• Develop and maintain financial models to forecast revenue, expenses, and other key performance indicators.<br>• Perform variance analyses to identify trends, deviations, and actionable insights.<br>• Handle ad hoc financial analysis requests to address specific business needs.<br>• Utilize advanced data mining techniques to extract and interpret financial data.<br>• Collaborate with cross-functional teams to align financial strategies with organizational goals.<br>• Prepare comprehensive reports and presentations to communicate findings to stakeholders.<br>• Ensure accuracy and compliance in all financial processes and reporting.<br>• Identify areas for operational efficiency and recommend solutions to improve performance.
<p>Robert Half is recruiting for a skilled Financial Analyst to join our client's team in Durham, North Carolina. In this role, you will play a critical part in managing financial processes, analyzing data, and supporting accounting activities. The ideal candidate will bring at least five years of experience in financial analysis or accounting, with a preference for expertise in the Retail or Consumer Goods </p><p><br></p><p>Responsibilities:</p><p>• Perform month-end close tasks including preparing journal entries, analyzing accruals, and reconciling accounts.</p><p>• Handle daily accounting transactions, conduct reconciliations, and provide ad hoc financial analyses as required.</p><p>• Assist in the preparation of accurate financial statements and internal reports.</p><p>• Monitor and reconcile inventory transactions across accounting software, inventory systems, and retail platforms.</p><p>• Analyze inventory movements, shrinkage, and cost variances to identify trends and areas for improvement.</p><p>• Evaluate retail sales and inventory data across multiple systems, ensuring the accuracy of purchase orders and invoices.</p><p>• Manage retail payment applications, resolving short payments or deductions in a timely manner.</p><p>• Investigate and resolve payment disputes, chargebacks, and other deductions in collaboration with retail partners and brokers.</p><p>• Collaborate with sales, operations, and external brokers to align on retail financial processes and resolve discrepancies.</p><p>• Support financial and business initiatives by creating models, reports, and analyses using Excel.</p><p><br></p><p>For immediate consideration please contact Steve Fields at 919-787-8226</p>
<p>We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth.</p><p><br></p><p>Responsibilities:</p><p>• Perform administrative duties to support investment operations and ensure team efficiency.</p><p>• Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.</p><p>• Assist in preparing and verifying financial reports to maintain accuracy and compliance.</p><p>• Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.</p><p>• Collaborate with team members to streamline operational processes and enhance productivity.</p><p>• Maintain detailed documentation and records to support auditing and operational requirements.</p><p>• Identify discrepancies and propose solutions to improve data accuracy.</p><p>• Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.</p><p><br></p><p>Key Responsibilities:</p><p>Perform general administrative functions to support investment operations and team efficiency.</p><p>Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.</p><p>Assist with operational tasks and ensure accuracy in financial reports.</p><p>Communicate with internal and external stakeholders via phone and email.</p><p>Provide exceptional service and build relationships while handling inquiries in both English and Spanish.</p><p><br></p><p><br></p>
<p>We are seeking several <strong>Financial Data Analysts</strong> to join a growing team in Princeton, NJ. This role supports high-profile financial data initiatives and requires individuals who are detail-oriented, analytical, and comfortable working with large data sets. You will contribute to projects that improve the accuracy, quality, and usability of financial data used across various business functions.</p><p><br></p><p>This is an excellent opportunity for recent graduates or early-career professionals with a background in finance to gain valuable industry experience. Full training will be provided.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Validate, update, and maintain financial data with a high degree of accuracy.</li><li>Perform quality control checks and flag discrepancies in reports and calculations.</li><li>Use Excel (including lookups and pivot tables) to support data analysis and reporting.</li><li>Execute repetitive data capture and validation tasks while maintaining productivity standards.</li><li>Adapt quickly to shifting deadlines and priorities, especially during earnings cycles.</li><li>Collaborate with cross-functional and remote teams to ensure consistent data output.</li><li>Maintain awareness of corporate filings, market events, and financial trends that may affect reporting.</li></ul><p><br></p>
<p><strong>Wealth Advisor / Lead Wealth Advisor</strong></p><p>A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused professionals to join its growing advisory team. With a collaborative, team-based approach and a commitment to helping clients align their wealth with their passions and purpose, this firm offers a dynamic environment for advisors who want to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as a Personal CFO, leading client relationships and delivering tailored wealth management strategies.</li><li>Serve as the first point of contact for client communications and ensure timely, thorough responses.</li><li>Lead client meetings and oversee execution of post-meeting action items.</li></ul><p><strong>Financial Planning & Strategy</strong></p><ul><li>Prepare and present comprehensive planning deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.</li><li>Provide strategic recommendations across investment management, estate planning, tax planning, and risk management.</li><li>Review and approve trades, portfolio rebalances, and tactical implementation steps.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Mentor and guide team members on complex planning topics and service delivery.</li><li>Collaborate with internal specialists and external partners (e.g., CPAs, attorneys) to achieve client objectives.</li><li>Lead local service teams and contribute to firm-wide initiatives and training programs.</li></ul><p><strong>Business Development & Community Engagement</strong></p><ul><li>Support new client acquisition through referrals, networking, and participation in the sales process.</li><li>Represent the firm at public speaking engagements and community events.</li><li>Cultivate relationships with centers of influence and custodial partners.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive compensation based on experience and role.</li><li>Comprehensive benefits package including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends.</li><li>Flexible work culture with in-office collaboration and opportunities for career growth.</li><li>Award-winning workplace culture focused on authenticity, inclusion, and community impact.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>🚀 Financial Analyst – Launch Your Career | up to $80K + 10% Bonus</strong></p><p>Are you ready to turn your love for numbers into a fast-moving career? Whether you’re a Analyst or Accountant early in your professional journey, this is your chance to join a company that values your potential and invests in your growth.</p><p>My client is a national leader in the real estate industry and they are hiring a <strong>Financial Analyst</strong> who’s excited to dive into data, build financial models, and help drive smart business decisions. If you’ve got close to <strong>2 years of experience</strong> (internships count!) and strong <strong>Excel skills</strong>, we want to hear from you. <strong>Apply here and email Jim Meade at Robert Half right away for consideration!</strong></p><p><strong>🎯 What You’ll Be Doing:</strong></p><ul><li>Analyze financial data and trends to support business strategy</li><li>Build and maintain Excel-based models and dashboards</li><li>Collaborate with teams across the company to solve real business challenges</li><li>Help with budgeting, forecasting, and performance tracking</li></ul><p><strong>🙌 Who Should Apply:</strong></p><ul><li>Graduates with 1+ year of experience in finance, accounting, or auditing</li><li>Staff Accountants or Auditors looking to pivot into a more analytical role</li><li>Excel wizards who love working with data and solving problems</li><li>Curious, driven, and eager to learn</li></ul><p><strong>💸 Compensation & Perks:</strong></p><ul><li><strong>Base Salary: up to $80,000</strong></li><li><strong>Annual Bonus: 10%</strong></li><li>Full benefits package (health, dental, vision, 401(k), and more)</li><li>Generous PTO and flexible work environment</li><li>Supportive, friendly team culture</li><li>Clear path for <strong>career growth and promotion</strong></li></ul>
We are looking for a Senior Financial Analyst to join our team on a contract basis in Minneapolis, Minnesota. This role involves leveraging advanced data analytics and financial modeling techniques to support strategic decision-making. Ideal candidates will have expertise in analyzing large datasets and creating impactful data visualizations to drive pricing strategies and rate setting.<br><br>Responsibilities:<br>• Perform in-depth financial analysis to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain complex financial models to support forecasting and strategic planning.<br>• Analyze large datasets to extract actionable insights and support data-driven decision-making.<br>• Create pricing strategies and establish strategic rate-setting models.<br>• Utilize advanced Excel functions to streamline financial processes and enhance data analysis.<br>• Prepare detailed reports and dashboards to visualize financial data effectively.<br>• Conduct ad hoc financial analysis to address immediate business needs.<br>• Apply data mining techniques to uncover hidden patterns and correlations in financial data.<br>• Collaborate with cross-functional teams to align financial strategies with organizational goals.<br>• Ensure accuracy and compliance in all financial reporting and documentation.
<p>We are looking for a detail-oriented and motivated Treasury Analyst to join our fast-growing client in Indianapolis, Indiana. In this role, you will play a vital part in supporting the financial operations, ensuring effective cash management and maintaining accurate banking systems. This position offers an excellent opportunity to work collaboratively across departments while contributing to the success of our treasury functions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the accuracy and security of cash transactions, including monitoring wire transfers.</p><p>• Maintain and ensure proper management of company bank accounts and related systems.</p><p>• Monitor daily cash positions and assist in evaluating liquidity needs.</p><p>• Manage relationships with merchant card providers, including access rights, reporting, and dispute resolution.</p><p>• Support the company's cash forecasting process in collaboration with the FP& A team.</p><p>• Administer company card programs, including tracking activity, fraud prevention, and providing monthly closing data for accounting.</p><p>• Control the issuance and renewal of company credit cards while implementing operational policies.</p><p>• Review and process employee expense reports, verifying costs against provided receipts.</p><p>• Provide training and guidance to employees on company expense policies and procedures.</p><p>• Participate in various treasury-related projects to enhance departmental efficiency and compliance.</p>
<p>We are looking for an experienced Senior Treasury Consultant to join our client in San Jose. California. This is a long-term contract position offering the opportunity to oversee and optimize global banking operations while implementing innovative solutions to enhance working capital management. In this role, you will play a key part in managing cash flow, ensuring liquidity, and building strong relationships across financial institutions and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Lead the optimization of global banking activities, including account rationalization, fee minimization, and intercompany funding.</p><p>• Develop and enforce treasury policies and controls to streamline operations and mitigate risks.</p><p>• Oversee the utilization of treasury infrastructure tools, including workstations, to improve efficiency and accuracy.</p><p>• Manage trade confirmations and settlements for foreign exchange and investment transactions.</p><p>• Build and maintain strategic relationships with corporate bankers, operational counterparts, and technology providers.</p><p>• Monitor cash flows and balances to minimize uninvested funds and ensure same-day liquidity for business needs.</p><p>• Collaborate with cross-functional teams to share insights on banking activities and operational best practices.</p><p>• Provide leadership in centralizing treasury functions and driving related projects with clear objectives.</p><p>• Ensure compliance with banking regulations and implement market-standard technologies.</p><p>• Support organizational finance leaders in aligning treasury operations with broader business goals.</p>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for a skilled Workday Finance Administrator to oversee the stabilization and optimization of our Workday Financials platform. This role requires a deep understanding of Workday Financials modules, collaboration with stakeholders, and the ability to independently manage complex assignments. The successful candidate will play a key role in ensuring the system operates efficiently while driving enhancements that align with organizational goals.<br><br>Responsibilities:<br>• Lead stabilization efforts and implement continuous improvements across Workday Financials modules, ensuring optimal system performance.<br>• Design, configure, and optimize modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Procurement, Banking & Settlement, and Financial Reporting.<br>• Collaborate with finance leadership and technical teams to ensure seamless implementation, testing, training, and post-go-live support.<br>• Serve as the primary architect for Workday Financials solutions, delivering functional designs and best practices.<br>• Facilitate testing phases, user training, and deployment activities to promote adoption and system quality.<br>• Manage integrations between Workday Financials and third-party systems, troubleshooting and optimizing as needed.<br>• Stay updated on Workday Community releases and industry trends to inform system improvements.<br>• Conduct post-implementation support, identifying opportunities for enhancements and ensuring robust security configurations.<br>• Provide expert guidance on system architecture, security configurations, and compliance frameworks.<br>• Engage with stakeholders to document and deliver solutions that address business needs effectively.
<p>Our client, an award-winning Technology company, is looking for a Financial Analyst to become a vital part of their finance team. In this highly visible role, you’ll dive into key financial processes—analyzing data, supporting monthly reporting, forecasting, and budget planning.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Managing and maintaining financial data processes with precision</p><p>· Ensuring accuracy and consistency in reporting and forecasting models</p><p>· Supporting monthly financial closes and annual budgeting cycles</p><p>· Collaborating across teams to streamline and automate financial reporting</p><p>· Preparing impactful board decks and presentations for leadership</p><p>· Analyzing financial trends and KPIs to guide strategic decisions</p><p><br></p><p>For immediate consideration please email your resume to Ben.Turnbull@roberthalf.</p>
<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 treasury specialist to join our team located in Secaucus, NJ on a contract basis. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Reconcile company bank accounts and prepare daily cash flow forecasts to support effective financial management.</li><li>Generate, review, and distribute weekly cash flow and liquidity reports to relevant stakeholders.</li><li>Act as the primary point of contact for banking matters, providing guidance on operational issues and escalating unresolved concerns as needed.</li><li>Prepare and record monthly journal entries to ensure accuracy in financial reporting.</li><li>Oversee and process banking transactions using JPM Access and other financial tools.</li><li>Serve as the administrator for corporate banking and credit card platforms, managing access and ensuring platform security.</li><li>Prepare Borrowing Base Certificates and other credit-related financial documents.</li><li>Compile and submit reports to ensure compliance with lending agreements and regulatory requirements.</li><li>Review monthly bank account analysis fees, validate charges, and address discrepancies in collaboration with bank representatives.</li><li>Monitor store deposit activities daily, identifying and resolving any issues as they arise.</li><li>Assist with audits by preparing and organizing requested treasury-related documentation.</li><li>Collaborate on the development and ongoing maintenance of the treasury budget and related financial plans.</li><li>Support department initiatives and contribute to special projects that enhance treasury operations and support business growth.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor's degree in Finance, Accounting, Economics, or a related field.</li><li>At least 5 years of experience in treasury management, corporate finance, or a similar role, with prior supervisory or leadership experience preferred.</li><li>Strong understanding of bank reconciliations, cash flow planning, and financial compliance standards.</li><li>Hands-on experience with financial systems such as NetSuite and online banking platforms (e.g., JPM Access).</li><li>Exceptional organizational skills with strong attention to detail and a results-driven approach.</li><li>Excellent communication and interpersonal skills, with a proven ability to build and maintain relationships with financial institutions and internal stakeholders.</li><li>Experience working with lenders or preparing compliance-related documentation is a plus.</li></ul><p><br></p>
<p>A dynamic and forward-thinking company in Vista is seeking a Junior Financial Analyst to join its growing finance team. This is an excellent opportunity for someone early in their career who’s ready to dive into financial data, support strategic decision-making, and gain hands-on experience in a collaborative environment. If you enjoy working with numbers, uncovering trends, and contributing to business growth, this role offers a solid foundation for long-term career development.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Assist in preparing financial reports, forecasts, and variance analyses.</li><li>Support budgeting and planning processes across departments.</li><li>Analyze financial data to identify trends, risks, and opportunities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Collaborate with accounting and operations teams to ensure data accuracy.</li><li>Help prepare presentations and reports for leadership and stakeholders.</li></ul>
<p>We are seeking a highly skilled and detail-oriented Financial Analyst with experience in the manufacturing industry to join our team. The ideal candidate will utilize their analytical expertise to evaluate financial data, create reports, and provide strategic insights to support business decisions. This role requires proficiency in financial reporting, forecasting, and cost analysis, as well as strong knowledge of manufacturing operations and industry-specific trends.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and key performance indicators (KPIs) to support strategic decision-making in manufacturing operations.</li><li>Develop and maintain accurate financial forecasting models and perform variance analyses to identify trends and budget deviations.</li><li>Support cost analysis and control initiatives, including product costing, raw materials monitoring, and manufacturing overhead assessments.</li><li>Prepare monthly, quarterly, and annual financial reports, ensuring accurate and timely submission to management and stakeholders.</li><li>Evaluate ERP systems' financial modules to ensure proper functionality and efficiency in manufacturing processes.</li><li>Collaborate with cross-functional teams, including operations, supply chain, and sales, to align financial goals with company objectives.</li><li>Assist with compliance reporting and ensure adherence to industry regulations and accounting standards.</li><li>Identify cost-saving opportunities and make recommendations toward improving operational efficiency within manufacturing processes.</li></ul><p><br></p>
<p>Join our prestigious Financial Management Rotation Program, where you will acquire comprehensive insights into the financial components of our operations and corporate finance functions. This unique opportunity allows you to understand intricate parts of our business, utilize your in-depth education and previous work experience, and actively contribute to our corporate objectives.</p><p><br></p><p>Your 24-month rotational assignment will provide you exposure to essential business departments, such as business planning, mortgage banking, homebuilding operations, treasury/cash management, and internal audit. With successful completion, you will be promoted to Financial Business Partner and seamlessly transition into an operational role within one of our company's regional offices.</p><p><br></p><p>Major Responsibilities:</p><p>- Undertake two significant 12-month assignments in critical corporate finance functions such as Internal Audit and Financial Planning.</p><p>- Independently conduct operational, financial statement, and special investigation audits. Also be involved in risk assessment, scoping, testing, and reporting to better learn and understand the business.</p><p>- Develop and communicate intelligent solutions and recommendations to operational management and executive leadership.</p><p>- Evaluate emerging ESG (Environment, Social, and Governance) trends and implement necessary action.</p><p>- Prepare robust financial analysis and reports to assist management in vital business decisions.</p><p>- Assist in the execution of monthly forecast and annual business planning.</p><p>- Conduct ad hoc analysis and present the findings to the management.</p><p><br></p><p>Please apply directly to this post or contact Lee Chernett (VP at Robert Half Finance & Accounting) with questions via LinkedIn or by calling 571.297.9074.</p>
<p>We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.</p><p>• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.</p><p>• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.</p><p>• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.</p><p>• Perform financial analysis and tax planning for clients' business units to optimize outcomes.</p><p>• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.</p><p>• Review and reconcile current investment asset allocations to ensure alignment with client objectives.</p><p>• Analyze and optimize retirement plans based on annual goals and client-specific needs.</p><p>• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.</p><p>• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.</p>
<p>We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts.</p><p><br></p><p>Responsibilities:</p><ul><li>Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.</li><li>Analyze clients' financial goals, risk tolerance, and retirement needs.</li><li>Prepare personalized financial plans based on clients' short- and long-term goals.</li><li>Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.</li><li>Help clients determine how much they need to save for retirement and create a strategy to meet those targets.</li><li>Plan for retirement income strategies and minimizing tax liabilities in retirement.</li><li>Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.</li><li>Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.</li><li>Provide guidance on charitable giving strategies to support clients’ philanthropic goals.</li><li>Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.</li><li>Advise clients on managing personal and business risks and mitigating potential financial losses.</li><li>Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.</li><li>Help clients make informed decisions about saving, spending, and investing their money.</li><li>Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.</li><li>Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.</li><li>Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.</li></ul><p>For immediate consideration, contact [email protected]</p>
We are looking for an analytical and meticulous Financial Analyst to join our team on a Contract-to-Permanent basis. In this role, you will work closely with financial data, leveraging your expertise in Excel and foundational knowledge of finance, economics, or accounting. Based in Rutherford, New Jersey, this position offers the flexibility of remote work with occasional in-office collaboration.<br><br>Responsibilities:<br>• Analyze and interpret complex financial data to generate clear insights and reports.<br>• Utilize advanced Excel functions to manage and manipulate large datasets.<br>• Support royalty calculations and related financial processes with precision and accuracy.<br>• Collaborate with cross-functional teams to ensure alignment on financial strategies.<br>• Conduct audits and reconciliations to maintain data integrity and compliance.<br>• Apply data mining techniques to uncover trends and improve decision-making.<br>• Assist in the budgeting and forecasting process by providing accurate financial models.<br>• Utilize accounting software systems to streamline financial operations.<br>• Prepare and present financial reports to stakeholders in a clear and detailed manner.<br>• Monitor accrual accounting practices and ensure adherence to industry standards.
