<p>The Financial Reporting Process Coordinator serves as a key member of the fund administration team, supporting the end-to-end workflow of financial statements, regulatory filings, and related reporting materials for registered investment companies and advisors. The Coordinator oversees the routing and distribution of documents, maintains accurate status tracking, reviews and consolidates comments from legal, compliance, audit, and advisor groups, and ensures that all deliverables progress through the review cycle efficiently and in accordance with internal and regulatory expectations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and update production schedules and status trackers for financial statements, tailored shareholder reports, and regulatory filings.</li><li>Manage document flow between auditors, legal counsel, compliance teams, fund advisors, and internal stakeholders.</li><li>Collect, review, and route comments from all parties; ensure feedback is logged, addressed, and escalated when needed.</li><li>Understand when an issue is routine vs. when it requires escalation to senior staff.</li><li>Maintain clean version control and document history across Word, Excel, and PDFs</li><li>Ensure documents are stored, labeled, and distributed properly and securely.</li><li>Support the fund administration team in meeting deadlines and managing review cycles.</li><li>Help reinforce consistent processes and document-control standards.</li></ul><p> </p><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree <strong>or</strong> equivalent paralegal/compliance/operations experience.</li><li>2–5 years experience in a role involving document workflow, legal or compliance review, or project coordination.</li></ul><p><br></p><p><br></p>
<p>Hannah Savage with Robert Half is looking for an experienced Collections Manager to join her client's team in Victor, New York. This role requires a highly organized leader with a strong background in credit and collections management to oversee and optimize collection efforts while maintaining compliance with company policies. The ideal candidate will bring a strategic mindset to improve processes and deliver actionable insights that support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead and mentor the Collections team, setting clear performance objectives and fostering a collaborative work environment.</p><p>• Manage collection activities for all customer accounts, ensuring timely follow-up on overdue invoices.</p><p>• Collaborate with Sales and Customer Service teams to address billing disputes and minimize payment delays.</p><p>• Monitor customer credit limits, identify high-risk accounts, and escalate concerns as needed.</p><p>• Track and analyze key performance indicators (KPIs) such as aging reports and collection efficiency, providing recommendations to senior management.</p><p>• Ensure compliance with internal controls and company policies, supporting audits through accurate documentation and reporting.</p><p>• Identify and implement process improvements to enhance efficiency and automation within collection workflows.</p><p>• Prepare detailed reports on collections activities and assist with month-end close processes.</p><p><br></p><p><strong>For immediate and confidential consideration, apply today or contact Hannah Savage with Robert Half's Rochester, NY branch today! </strong></p>
<p>A recently acquired company is going through a transition period and needs your help! Collections and invoicing volume are expected to increase significantly, creating the need for a Supervisor or Manager to stabilize, streamline, and improve the collections' function. Currently, collections responsibilities are largely handled by the sales team, and the Long Island organizational structure requires refinement. This role is needed to bridge the acquirer and acquiree companies' collections processes, while supporting operational continuity, and preparing the organization for full platform collections integration come end of summer.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee and support all collections activities across the acquired company</li><li>Centralize and professionalize the collections function currently managed by the sales team</li><li>Evaluate and improve existing collections processes, identifying opportunities for enhancement or redesign</li><li>Assist in potentially building out and developing a small collections team (approximately 2–3 team members), as needed</li><li>Support systems transition efforts</li><li>Partner with underwriting, billing, and customer service teams to resolve payment discrepancies, policy cancellations, reinstatements, and disputes</li><li>Ensure compliance with state insurance regulations, internal controls, and company credit policies while maintaining positive customer relationships</li><li>Prepare and analyze aging reports, collections metrics, and forecasts to support leadership decision-making and drive improved performance</li></ul><p>Duration/Outlook:</p><ul><li>Initial 4-6 month interim engagement beginning early March</li><li>Fully onsite M-F 8:30-4:30 or 9-5 (NO FLEXIBILITY FOR HYBRID OR REMOTE)</li><li>Possible extension through the summer/fall platform transition</li></ul>
<p>Robert Half is looking for a dedicated Health Information Management (HIM) Clerk to complete a long-term project in Pasco, WA. This role involves handling and organizing medical records with precision and efficiency, ensuring compliance with retention requirements and facilitating smooth record management processes. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough reviews of boxes of medical records to ensure compliance with retention policies.</p><p>• Accurately label and categorize records, including marking destruction dates for future reference.</p><p>• Organize documents to facilitate efficient storage and eventual disposal processes.</p><p>• Create electronic documentation for selected records using designated software tools.</p>
We are looking for a detail-oriented Medical Records Clerk to join our team on a long-term contract basis in Kingsburg, California. In this role, you will play a vital part in managing and maintaining patient medical records, ensuring compliance with regulations and standards. If you have a strong background in electronic medical record systems and a commitment to accuracy, this position offers an excellent opportunity to contribute your expertise.<br><br>Responsibilities:<br>• Organize and maintain patient medical records with accuracy and confidentiality.<br>• Update and manage electronic medical records using specialized software systems.<br>• Ensure compliance with healthcare regulations and standards in record-keeping practices.<br>• Retrieve and process medical records for authorized personnel and healthcare providers.<br>• Collaborate with healthcare teams to ensure timely access to patient information.<br>• Conduct regular audits of medical records to identify and resolve discrepancies.<br>• Provide support in transitioning between electronic medical record systems when required.<br>• Train staff on best practices for handling and accessing medical records.<br>• Respond promptly to requests for patient information while maintaining data security.<br>• Generate reports and summaries from medical records as needed.
<p>We're hiring for a Data Manager who will be hands on technically while managing a team. This is a role where you will be performing code reviews, managing data developers and engineers, performance reviews, and working closely with other department heads. You will be responsible to manage resources across multiple projects at any given time. In this role you will be responsible to manage meetings, support the data strategy, work with scrum masters and project managers to break down tasks and create user stories giving clear task lists to teams. We are looking for someone who can present to leadership and be the hands-on mentor/manager.</p><p><br></p><p>Apply today for immediate consideration!</p>
<p>We are looking for a detail-oriented Medical Records Technician to join our team in Santa Ana, California. In this long-term contract position, you will play a key role in retrieving and managing medical records to support healthcare operations. This opportunity offers a dynamic mix of fieldwork and independent tasks, perfect for someone who thrives in a flexible and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Travel to healthcare facilities within a 40-mile radius to retrieve medical records, both in paper and electronic formats.</p><p>• Upload medical charts into a secure system using company-provided equipment, ensuring data accuracy and confidentiality.</p><p>• Manage daily tasks independently, with the flexibility to complete submissions from home after fieldwork is done.</p><p>• Participate in two days of remote, paid training to gain the necessary skills for risk adjustment processes.</p><p>• Utilize company-provided tools, including a password-protected laptop, scanner, and flash drives, to perform tasks efficiently.</p><p>• Collaborate with team members and leaders to ensure smooth chart retrieval operations.</p><p>• Maintain accurate documentation and reporting of records retrieved during field visits.</p><p>• Provide excellent customer service while interacting with healthcare providers and office staff during chart retrieval.</p><p>• Follow all data security protocols to protect sensitive medical information.</p>
<p>We are looking for a detail-oriented Medical Records Technician to join our team in Henderson, Nevada. In this long-term contract position, you will play a key role in retrieving and managing medical records to support healthcare operations. This opportunity offers a dynamic mix of fieldwork and independent tasks, perfect for someone who thrives in a flexible and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Travel to healthcare facilities within a 40-mile radius to retrieve medical records, both in paper and electronic formats.</p><p>• Upload medical charts into a secure system using company-provided equipment, ensuring data accuracy and confidentiality.</p><p>• Manage daily tasks independently, with the flexibility to complete submissions from home after fieldwork is done.</p><p>• Participate in two days of remote, paid training to gain the necessary skills for risk adjustment processes.</p><p>• Utilize company-provided tools, including a password-protected laptop, scanner, and flash drives, to perform tasks efficiently.</p><p>• Collaborate with team members and leaders to ensure smooth chart retrieval operations.</p><p>• Maintain accurate documentation and reporting of records retrieved during field visits.</p><p>• Provide excellent customer service while interacting with healthcare providers and office staff during chart retrieval.</p><p>• Follow all data security protocols to protect sensitive medical information.</p>
<p>We are looking for a skilled Medical Records Technician to join our team on the coast. This is a Contract position requiring a detail-oriented individual to manage health information efficiently and ensure compliance with industry standards. The role involves working with electronic health record systems and handling sensitive medical data with the utmost care.</p><p><br></p><p>Responsibilities:</p><p>• Process incoming requests for medical records from patients, healthcare providers, legal representatives, and other organizations.</p><p>• Verify the validity of authorizations and ensure compliance with applicable laws and regulations.</p><p>• Retrieve, prepare, and release medical records securely using electronic health record systems such as Epic</p><p>• Maintain strict adherence to confidentiality standards and safeguard protected health information.</p><p>• Address inquiries regarding record requests from patients, third parties, and internal teams in a thorough and timely manner.</p><p>• Manage subpoenas, court orders, and legal documentation requests under the guidance of the compliance manager.</p><p>• Perform quality checks on released information to ensure accuracy and completeness.</p><p>• Collaborate with clinical and administrative teams to resolve issues related to information release.</p><p><br></p>
<p>We are looking for a detail-oriented Medical Records Technician to join our team in Queens, New York. In this long-term contract position, you will play a key role in retrieving and managing medical records to support healthcare operations. This opportunity offers a dynamic mix of fieldwork and independent tasks, perfect for someone who thrives in a flexible and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Travel to healthcare facilities within a 40-mile radius to retrieve medical records, both in paper and electronic formats.</p><p>• Upload medical charts into a secure system using company-provided equipment, ensuring data accuracy and confidentiality.</p><p>• Manage daily tasks independently, with the flexibility to complete submissions from home after fieldwork is done.</p><p>• Participate in two days of remote, paid training to gain the necessary skills for risk adjustment processes.</p><p>• Utilize company-provided tools, including a password-protected laptop, scanner, and flash drives, to perform tasks efficiently.</p><p>• Collaborate with team members and leaders to ensure smooth chart retrieval operations.</p><p>• Maintain accurate documentation and reporting of records retrieved during field visits.</p><p>• Provide excellent customer service while interacting with healthcare providers and office staff during chart retrieval.</p><p>• Follow all data security protocols to protect sensitive medical information.</p>
<p>We are looking for a detail-oriented Medical Records Technician to join our team in Flint, Michigan. In this long-term contract position, you will play a key role in retrieving and managing medical records to support healthcare operations. This opportunity offers a dynamic mix of fieldwork and independent tasks, perfect for someone who thrives in a flexible and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Travel to healthcare facilities within a 40-mile radius to retrieve medical records, both in paper and electronic formats.</p><p>• Upload medical charts into a secure system using company-provided equipment, ensuring data accuracy and confidentiality.</p><p>• Manage daily tasks independently, with the flexibility to complete submissions from home after fieldwork is done.</p><p>• Participate in two days of remote, paid training to gain the necessary skills for risk adjustment processes.</p><p>• Utilize company-provided tools, including a password-protected laptop, scanner, and flash drives, to perform tasks efficiently.</p><p>• Collaborate with team members and leaders to ensure smooth chart retrieval operations.</p><p>• Maintain accurate documentation and reporting of records retrieved during field visits.</p><p>• Provide excellent customer service while interacting with healthcare providers and office staff during chart retrieval.</p><p>• Follow all data security protocols to protect sensitive medical information.</p>
We are looking for a skilled Tax Manager to join our team in Dallas, Texas. In this role, you will oversee complex tax engagements, ensure compliance with tax regulations, and provide mentorship to staff. You will play a key role in delivering accurate tax solutions while supporting the growth and development of the firm.<br><br>Responsibilities:<br>• Review tax returns prepared by staff to identify and address tax issues, conducting thorough research to provide effective solutions.<br>• Oversee the tax preparation workflow, ensuring timely and accurate completion of returns while guiding staff to enhance their skills.<br>• Manage large and complex tax engagements, delegating tasks to team members as necessary for efficient execution.<br>• Plan and supervise various phases of engagements, including setting budgets, assigning tasks, and monitoring performance against expectations.<br>• Demonstrate expertise in technical skills, adherence to high standards, and compliance with firm policies.<br>• Prepare detailed personal tax projections using appropriate software tools.<br>• Handle the preparation of intricate tax returns for individuals, trusts, corporations, partnerships, and S-Corps, as well as state income tax filings.<br>• Communicate with tax authorities to resolve client issues and draft responses for partner approval.<br>• Stay informed about economic and legislative developments that may impact tax regulations and business practices.<br>• Contribute to staff development through recruitment efforts, performance evaluations, and training initiatives, while supporting client service expansion.
<p>We are looking for a skilled Document Control Specialist to join our team on a short-term basis in SEATAC, Washington. In this role, you will utilize your expertise in content administration and HR document management to support daily operations. This position requires proficiency in tools like SharePoint and Adobe Acrobat handling to ensure efficient and accurate HR document processing.</p><p><br></p><p>Responsibilities:</p><p>• Create, edit, and format documents using word processing software to meet project specifications.</p><p>• Manage and organize document repositories within SharePoint for streamlined access and collaboration.</p><p>• Convert and process documents into PDF format while ensuring accuracy and compliance with standards.</p><p>• Assist in SharePoint administration tasks, including user permissions and feature configurations.</p><p>• Collaborate with HR teams to maintain document consistency and resolve formatting issues.</p><p>• Monitor and update SharePoint features to optimize functionality and user experience.</p><p>• Review and proofread HR documents for errors and discrepancies before final submission.</p><p>• Maintain organized records of processed Human Resources documents for reference and reporting.</p>
We are looking for a skilled Content Manager to take ownership of developing and managing content across diverse formats and platforms. This role will be pivotal in ensuring consistent messaging, technical accuracy, and alignment with broader marketing and sales strategies. Based in Dania Beach, Florida, this position collaborates closely with internal teams and external partners to support campaigns, product launches, and targeted marketing initiatives.<br><br>Responsibilities:<br>• Develop and manage marketing content across formats such as webinars, blog articles, press releases, case studies, and promotional material.<br>• Simplify and translate complex technical concepts into engaging content tailored for various audiences.<br>• Ensure accuracy and consistency in all content to align with brand guidelines and product capabilities.<br>• Collaborate with marketing and sales teams to create content that supports lead generation, sales enablement, and product launches.<br>• Design materials for account-based marketing initiatives, including personalized assets and industry-specific messaging.<br>• Plan and execute webinar content, including topic development, speaker coordination, and promotional strategies.<br>• Manage website updates to ensure content reflects current product offerings and campaign goals.<br>• Partner with internal teams and external agencies to align content with broader business objectives.<br>• Support the creation of landing pages and optimize them for campaigns and gated content.<br>• Coordinate with sales teams to develop industry-specific materials for targeted buyer journeys.
We are looking for a motivated Collections Clerk to join our team in Orlando, Florida. In this long-term contract position, you will play a key role in managing accounts receivable and ensuring timely collections from both commercial and consumer clients. This role requires strong communication skills, attention to detail, and proficiency in managing collection processes.<br><br>Responsibilities:<br>• Handle commercial and consumer collections by contacting clients to resolve overdue accounts.<br>• Maintain accurate and up-to-date records of collection activities and account statuses.<br>• Communicate effectively with clients to negotiate payment terms and resolve disputes.<br>• Utilize Microsoft Office tools to manage data entry and prepare collection reports.<br>• Collaborate with internal teams to ensure billing accuracy and address discrepancies.<br>• Conduct cold calls to clients as needed to follow up on outstanding balances.<br>• Monitor account receivables and proactively identify potential collection issues.<br>• Provide excellent customer service when addressing client inquiries and concerns.<br>• Adhere to company policies and legal regulations related to credit and collections.<br>• Support process improvements to enhance efficiency and productivity in collections.
We are looking for a skilled Paid Media Manager to lead and optimize our digital advertising campaigns across multiple platforms. Based in Miami, Florida, this role involves strategic planning, technical expertise, and performance analysis to drive growth and engagement. The ideal candidate will have a strong understanding of paid media strategies, data insights, and audience targeting, ensuring the success of full-funnel marketing initiatives.<br><br>Responsibilities:<br>• Oversee the daily operations of paid search, paid social, and affiliate/partner channels to ensure effective campaign management and reporting.<br>• Collaborate with stakeholders to allocate advertising budgets strategically based on performance data and business goals.<br>• Manage the technical health of tracking systems such as pixels, Google Tag Manager, and conversion tools to ensure accurate data flow.<br>• Develop and maintain dashboards using tools like Looker or Power BI to provide leadership with actionable insights and performance metrics.<br>• Conduct detailed analyses to uncover key trends, explain performance outcomes, and recommend adjustments to optimize campaign impact.<br>• Design and implement A/B testing strategies for bidding methods, audience targeting, creative content, and landing page effectiveness.<br>• Build and nurture relationships with advertising platforms and partners, leveraging new features and opportunities for growth.<br>• Create and refine automated customer engagement flows, such as welcome series, abandoned cart reminders, and post-purchase follow-ups.<br>• Monitor and optimize retention campaigns that encourage repeat purchases and improve customer loyalty.<br>• Troubleshoot technical issues related to data syncing, automation triggers, and attribution to maintain campaign efficiency.
<p>We are looking for an experienced Paid Media Manager to oversee the planning and execution of digital advertising strategies onsite in Long Beach 20 hours week. This role requires a strong understanding of paid media channels, campaign optimization, and performance analytics. As part of a long-term contract, you will collaborate with cross-functional teams to drive impactful marketing campaigns and ensure alignment with business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage paid media campaigns across platforms such as Google Ads, Meta, and emerging media channels.</p><p>• Optimize digital advertising strategies to maximize return on investment and meet performance goals.</p><p>• Create and oversee social media content tailored to specific campaign objectives.</p><p>• Analyze campaign performance using tools like Google Analytics 4 and provide actionable insights.</p><p>• Collaborate with creative teams to design engaging display and digital media assets.</p><p>• Stay up-to-date with industry trends to implement innovative media strategies.</p><p>• Monitor budget allocations and ensure campaigns remain within financial parameters.</p><p>• Coordinate with internal and external stakeholders to align media strategies with broader marketing goals.</p><p>• Research and incorporate earned media opportunities to complement paid campaigns.</p><p>• Evaluate the effectiveness of media strategies and recommend improvements.</p>
We are in search of a Collections Supervisor to join our team in Wilmington, Delaware. The role entails overseeing our collections efforts, managing and prioritizing tasks, and working closely with our finance leadership. The ideal candidate will be able to interface with firm leadership, billing attorneys, and finance team members to provide updates on accounts receivable balances, identify trends, and recommend future actions. <br><br>Responsibilities: <br><br>• Oversee collections efforts, ensuring timely and effective recovery of aged accounts receivable balances<br>• Collaborate with billing attorneys and clients to follow-up on receivables<br>• Maintain comprehensive documentation, including collection notes<br>• Utilize technology and collections management software to manage, analyze, and report on collections activities<br>• Develop and implement strategies to improve collections results based on data analysis and identified trends<br>• Communicate effectively with firm leadership, finance leadership, attorneys, secretaries, and clients<br>• Understand and communicate regarding all aspects of the accounts receivable function, including cash receipts, cash posting, cash reconciliation, credit memos, overpayments, and collections outreach efforts<br>• Anticipate work needs, organize workflow, and follow through with minimal direction<br>• Adapt to changing demands and perform professionally and proficiently under tight deadlines and in a fast-paced work environment<br>• Carry out other duties as required
We are looking for a dedicated Collections Supervisor to lead and manage a team of collections specialists in Manor, Texas. This role requires a proactive individual who can drive performance, optimize processes, and ensure exceptional customer service while meeting accounts receivable objectives. As a key leader, you will play an integral part in maintaining operational efficiency and achieving financial targets.<br><br>Responsibilities:<br>• Lead, train, and mentor collections specialists to achieve company accounts receivable goals.<br>• Monitor team performance metrics, policies, and procedures to improve productivity and key performance indicators.<br>• Identify and implement process improvements to create efficient backend workflows and enhance customer satisfaction.<br>• Address customer and sales inquiries, resolve account discrepancies, and facilitate conference calls to resolve billing issues.<br>• Prepare detailed reports on collections metrics and support forecasting for cash collections and bad debt review.<br>• Build and maintain strong relationships with sales teams to optimize cash collection efforts.<br>• Communicate trends and insights to leadership to proactively address challenges and opportunities.<br>• Ensure compliance with credit and collections policies while maintaining high standards of service.<br>• Perform other duties as assigned to support team and organizational objectives.
<p>The Collections Supervisor will be responsible for assisting with overseeing the daily operations of the collections team and timely collection of outstanding accounts receivables. As the Collections Supervisor you will maintain customer accounts, monitor credit operations, generate regular reports on collections status, audit aging reports, train new employees and provide ongoing training as needed, maintain strong communication with sales, customer service and billing departments, resolve customer inquiries and ensure compliance with federal and state laws related to debt collection. In this role, the candidate must possess strong leadership skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and the ability to manage multiple priorities and meet deadlines. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Create departmental collection goals</p><p>· Direct collection efforts on delinquent accounts</p><p>· Verify customer payments</p><p>· Resolve complex or escalated collection issues</p><p>· Negotiate payment terms and payment schedules</p><p>· Develop and implement collection procedures and policies to improve efficiency</p><p>· Recommend and implement process improvement to enhance collection effectiveness</p>