<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>💵 Pay Range: $24–$26 per hour</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 detail-oriented and analytical <strong>Accounts Payable Analyst</strong> to join our team. The ideal candidate will be responsible for managing the end-to-end accounts payable process, ensuring accuracy, compliance, and timeliness in all vendor payments. This role requires strong problem-solving skills, excellent communication, and the ability to work effectively in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review, process, and reconcile invoices accurately and in a timely manner.</li><li>Ensure proper coding of invoices to general ledger accounts.</li><li>Prepare and execute payment runs, including ACH, wire transfers, and checks.</li><li>Reconcile vendor statements and resolve discrepancies.</li><li>Maintain vendor records and ensure compliance with company policies and internal controls.</li><li>Assist with month-end close by preparing accruals and reconciliations.</li><li>Monitor AP aging and provide reporting as needed.</li><li>Collaborate with cross-functional teams to resolve invoice/payment issues.</li><li>Support internal and external audits by providing documentation and explanations.</li></ul><p><br></p>
<p>The Portfolio Analyst will work closely with the Managing Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><p><br></p><p> Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:</p><ul><li>Prepare client account paperwork</li><li>Coordinate alternative investment subscription/redemption requests</li><li>Process money movements (checks, journals, wires, account transfers, etc.)</li><li>Process quarterly estimated tax payments, annual RMDs and gifting securities</li><li>Prepare materials for client review meetings</li><li>Prepare tax packets for CPAs</li><li>Administer client files</li><li>Support quarterly performance reporting process</li><li>Support daily trade blotter process</li><li>Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)</li><li>Deposit client funds and maintain checks and securities receipt log</li><li>Provide back up support in absence of other associates</li><li>Support various audits and projects as necessary</li></ul><p><br></p>
<p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p><strong>Job Description: Financial Analyst - Mid Level </strong></p><p> </p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly </p><p> </p><p><strong>Position Overview:</strong></p><p>We are seeking a detail-oriented and forward-thinking <strong>Financial Analyst</strong> to join our dynamic finance team. This role will play a key part in driving data-driven decision-making by analyzing financial data, forecasting outcomes, and evaluating trends impacting the business. The ideal candidate possesses sharp analytical skills, strong knowledge of financial reporting, and a proactive attitude toward process improvement.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct comprehensive analyses of financial statements and reports to provide actionable insights for decision-making.</li><li>Prepare budgets, forecasts, and financial models to support strategic business initiatives.</li><li>Monitor key performance indicators (KPIs) and identify trends or anomalies that may require further investigation.</li><li>Collaborate with departmental managers to develop financial strategies that align with organizational goals.</li><li>Assist in month-end and year-end closing processes, ensuring accuracy and compliance in reporting.</li><li>Evaluate and enhance financial reporting processes to increase efficiency and effectiveness.</li><li>Research market trends and economic conditions to assess potential impacts on business performance.</li><li>Provide support for special projects, including mergers and acquisitions, process improvements, and new business opportunities.</li></ul><p><br></p>
<p>We are looking for an experienced <strong>Lead SEC Analyst</strong> to join our team in <strong>Houston, Texas</strong>. This role involves overseeing the preparation and review of financial statements and disclosures for public registrants while ensuring compliance with U.S. GAAP and SEC regulations. The ideal candidate will have strong technical accounting expertise, exceptional attention to detail, and the ability to collaborate across teams to meet reporting requirements.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare and review financial statements, including cash flow statements and related disclosures, in compliance with U.S. GAAP and SEC regulations.</p><p>• Collaborate with various business units to gather necessary information for internal and external financial reporting.</p><p>• Examine workpapers prepared by team members to ensure accuracy and adherence to reporting standards.</p><p>• Conduct technical accounting research and partner with the Accounting Research team to implement new accounting pronouncements.</p><p>• Develop and maintain quarterly and annual disclosure checklists to ensure compliance with required reporting standards.</p><p>• Review and analyze SEC filing data within Workiva for assigned filing areas.</p><p>• Serve as a liaison with external auditors, providing necessary documentation and support during audits.</p><p>• Contribute to special projects and ad hoc assignments as needed.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Are you a data-driven professional with a passion for numbers and strategic decision-making? Robert Half is working with a fast-growing client to add a Financial Analyst to their team. This role is integral to supporting company operations through sharp financial insights and data analysis. If you enjoy working in a collaborative environment and are ready to make a tangible impact on a company’s financial success, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Conduct financial analysis, forecasting, and budgeting to guide decision-making. </li><li>Design, generate, and interpret financial models to analyze trends and evaluate business performance.</li><li>Collaborate with teams to develop and maintain reports that monitor key performance indicators (KPIs).</li><li>Assist in month-end and year-end financial reporting processes.</li><li>Provide strategic recommendations based on cost analysis, market performance, and risk assessment.</li><li>Identify opportunities for operational cost reduction and process efficiencies.</li><li>Ensure compliance with internal policies and external regulations, such as SOX (Sarbanes-Oxley Act).</li><li>Partner with leadership to evaluate new business opportunities and investments.</li></ul><p><br></p>
<p><strong>Now Hiring: Entry-Level Financial Analyst! Start Your Journey in Finance Today!</strong></p><p><br></p><p>Are numbers your jam? Do you find joy in uncovering stories hidden in spreadsheets? Are you ready to embark on a career adventure at the intersection of data and decision-making? If yes, then YOU could be our next Financial Wizard (well, technically Entry-Level Financial Analyst…but that’s basically the same thing)!</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>As an Entry-Level Financial Analyst, your job will be all about helping us make smarter business decisions. Here's a snapshot of what that looks like:</p><ul><li>Dive into financial data and uncover actionable insights like a treasure-hunting data detective. 🕵️♂️</li><li>Assist in creating dazzling reports and presentations that will help us inform smart business strategies. Bonus points for creativity! 🎨📊</li><li>Track budgets, analyze trends, and contribute ideas for cost-saving opportunities. You’ll be a bit of a profit superhero! 🦸♀️</li><li>Learn on the fly and contribute to forecasting, financial modeling, market research, and more—it’s like having an all-access backstage pass to the business world.</li></ul><p><br></p>
<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><ul><li>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</li><li>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</li><li>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</li><li>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</li><li>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</li><li>Support ad-hoc analysis and assist in process improvement initiatives.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>0–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</li><li><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</li><li>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</li><li>Prior experience with <strong>structured securities products</strong> is advantageous.</li><li>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</li><li>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</li></ul><p><strong>Why Apply?</strong></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p><p><br></p>
<p>We are looking for a Senior Treasury Analyst to join our clients Treasury Team in the Twin Cities, Minnesota. This role is essential in managing liquidity, overseeing cash investments, and building strong banking relationships to ensure the security and optimization of assets. The ideal candidate will excel at forecasting, analyzing financial data, and collaborating across departments to support strategic treasury initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee liquidity management and ensure cash investments align with organizational goals.</p><p>• Collaborate with investment, tax, technology, and accounting teams to process private asset transactions and verify wire instructions.</p><p>• Partner with portfolio managers to position cash effectively for daily trading needs.</p><p>• Manage foreign exchange transactions across private and public asset portfolios, resolving settlement issues independently.</p><p>• Develop and maintain accurate cash forecasts for foundations and families, meeting operational and tax requirements.</p><p>• Optimize returns by managing money markets, CDs, and other financial instruments while prioritizing asset safety.</p><p>• Build and maintain relationships with domestic and international banking partners to ensure efficient account setups and transactions.</p><p>• Lead strategic treasury initiatives, driving process improvements and automation.</p><p>• Provide regular reporting and insights to senior leadership to support decision-making.</p>
<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 are looking for a skilled Investment Analyst to join our client's team in the Twin Cities. This role requires a detail-oriented individual with a strong background in investment analysis who can deliver insightful recommendations to the firm. If you are passionate about financial markets and enjoy analyzing complex investments, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analysis on investment opportunities, assessing asset condition, financial performance, and risk factors.</p><p>• Evaluate the structure and performance of complex financial products to identify and prioritize potential risks.</p><p>• Analyze and compare performance relative to industry peers and prevailing market conditions.</p><p>• Prepare detailed technical reports and provide recommendations to clients based on findings, both in written and verbal formats.</p><p>• Manage the lifecycle of assigned investment reviews, ensuring timely and accurate completion.</p><p>• Perform analysis on investment assessing their financial status, controls, and overall investment quality.</p><p>• Collaborate with team members to ensure quality control and consistency in reviews.</p><p>• Represent the firm at client meetings, building relationships and sharing insights.</p><p>• Support clients by leveraging analysis to enable informed investment decisions.</p>
<p><strong>Hedge Fund - Commodity Settlements Analyst</strong></p><p><br></p><p>Our client a global financail institution continues to add to their physical commodity trading team based in NYC. This role joins the operations team and focuses on the finacial settlement (invoicing) of physical transactions - supporting energy, metals and softs trading desks. The firm is known for a positive team culture, promoting from within, and generous benefits and bounuses. For immediate consideration email your resume to austin.royle@rhi.</p><p><br></p><p><br></p><p><br></p>
<p><strong>Drive Strategy in a High-Impact Manufacturing Role</strong></p><p>We’re looking for a <strong>Senior Financial Analyst</strong> who thrives at the intersection of numbers, strategy, and operational excellence. This isn’t just another reporting role—this is your chance to partner directly with Program Management, Operations, and Supply Chain to drive smarter decisions, improve efficiency, and ensure compliance in a <strong>fast-paced, highly regulated manufacturing environment</strong>.</p><p><br></p><p>If you’re a cost-accounting pro with a passion for turning data into action, we want to talk.</p><p><strong> </strong></p><p><strong>What You’ll Do</strong></p><ul><li>Lead the budgeting, forecasting, and long-range planning processes—helping leadership see around corners</li><li>Partner with Program Managers to track project performance, update EACs, and assess cost and schedule risks</li><li>Dive into manufacturing cost drivers, analyzing labor utilization, material variances, and production efficiency</li><li>Support competitive pricing for proposals and contract modifications while ensuring compliance with CAS and government requirements</li><li>Deliver sharp, meaningful management reports that drive real-world decision-making</li><li>Ensure accuracy, compliance, and transparency in all financial reporting and audits</li><li>Identify process improvements and implement best practices in financial analytics, reporting, and cost control</li></ul><p><strong>Why You’ll Love It Here</strong></p><ul><li>You’ll have a seat at the table—your work will directly influence strategy and operations</li><li>Work with a highly skilled team in a growing, stable industry</li><li>Enjoy the challenge of complex contracts, cutting-edge manufacturing, and high-visibility projects</li></ul><p><br></p>
<p><strong>Job Description</strong></p><ul><li>Review and process new client account opening documentation and maintain existing accounts in a timely manner, ensuring accuracy and reducing exceptions in the Onboarding and Exception Logs.</li><li>Ensure compliance with the Bank’s Policies and Procedures within the Documentation Department to achieve satisfactory ratings from regulators and internal auditors.</li><li>Maintain clear and concise program schedules, meeting established goals and timelines.</li><li>Coordinate and complete training schedules for assigned departments and internal clients, promoting awareness and adherence to Compliance and Risk Policies.</li><li>Support and strengthen the organization’s Compliance Culture by emphasizing the importance and growing complexity of compliance requirements.</li></ul><p><br></p>
<p>We are looking for a skilled Financial Analyst to oversee financial planning, budgeting, and strategic analytics for our organization. This role requires an individual with a strong background in financial modeling and variance analysis. Based in Stamford, Connecticut, this position offers an excellent opportunity to contribute to impactful decision-making through comprehensive financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage the annual budget, ensuring alignment with organizational goals and objectives.</p><p>• Perform comprehensive variance analyses to identify trends, risks, and opportunities.</p><p>• Create detailed financial models to support business decisions and long-term strategy.</p><p>• Oversee the financial planning and analysis (FP& A) process, providing actionable insights to senior leadership.</p><p>• Lead the preparation of regular financial forecasts and reports with accuracy and timeliness.</p><p>• Collaborate with cross-functional teams to streamline budgeting and reporting processes.</p><p>• Evaluate and recommend strategies to optimize financial performance and operational efficiency.</p><p>• Ensure compliance with financial regulations and internal policies.</p><p>• Present key findings and recommendations to stakeholders, including executives and board members</p>
<p>Robert Half has frequent needs from our clients in the local area for skilled Financial Analysts. If you enjoy analyzing data, generating financial reports, and driving critical business decisions, this could be an exciting opportunity to leverage your expertise while connecting with top clients.</p>
<p>The Senior Investment Operations Analyst will play a key role in supporting a significant portfolio of assets spanning various complex investment classes, including illiquid credit, asset-backed securities, and real assets. This position emphasizes developing a strong understanding of these asset classes and leveraging technology to streamline processes and improve operational efficiencies. </p><p><br></p><p>Utilizing tools like VBA to automate workflows and create metrics, the analyst will identify areas for improvement within asset management systems and processes. </p>
<p><strong>Job Summary</strong></p><p>We are seeking a highly analytical and detail-oriented <strong>Senior Treasury Analyst</strong> to join our finance team. This role is critical in supporting the organization’s liquidity management, cash forecasting, debt compliance, and banking operations. The ideal candidate will have a strong background in treasury, finance, or accounting and demonstrate a proactive approach to improving treasury processes and managing financial risk.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor and manage <strong>daily cash positioning</strong> to ensure adequate liquidity across all business units.</li><li>Prepare and analyze <strong>weekly, monthly, and long-term cash flow forecasts</strong>; identify trends and recommend strategic actions.</li><li>Maintain and enhance <strong>banking relationships</strong>, including account management and bank fee analysis.</li><li>Support <strong>debt compliance</strong>, interest payments, and covenant tracking.</li><li>Assist in managing the company’s <strong>investment portfolio</strong> and short-term funding strategies in accordance with treasury policy.</li><li>Participate in the implementation and optimization of <strong>treasury management systems (TMS)</strong> and automation tools.</li><li>Perform <strong>FX exposure analysis</strong> and support execution of foreign exchange hedging strategies (if applicable).</li><li>Develop and maintain treasury <strong>policies, procedures, and internal controls</strong> to ensure regulatory compliance and minimize risk.</li><li>Collaborate with cross-functional teams including Accounting, FP& A, Tax, and Legal.</li><li>Prepare treasury-related reports and deliverables for <strong>executive leadership, auditors, and external partners</strong>.</li></ul>
<p>Financial Analyst – A& P and Accounts Payable</p><p><br></p><p>To strengthen financial control, reporting, and analysis of A& P (Advertising & Promotion) spend across the Region, while supporting accurate and efficient Accounts Payable and period-end closing processes.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Control and monitor A& P budgets, ensuring consistency with brand plans and timely reporting of actual vs. planned spend.</li><li>Manage purchase orders, commitments, and month-end accruals.</li><li>Support Distributors’ A& P claims process, including proof-of-performance validation.</li><li>Oversee Accounts Payable tasks, ensuring compliance, proper documentation, and timely vendor payments.</li><li>Coordinate with central AP and Credit Control teams on supplier payments and offsets.</li><li>Assist with monthly/period-end closing, management accounts, balance sheet reconciliations, and financial analysis.</li></ul>
<p>Follow Shad's Video format on #chalkboardtalk on LinkedIn for his video’s on his open roles. Shad and his team at Robert Half is recruiting for a Oil and Gas Client that is looking for a candidate out that understands ASC 815. This Staff Role will be great for a candidate looking to make a move out of public accounting and ready to be part of a dynamic leadership team. This role requires public accounting experience, 2 plus year’s of experience working with clients that have complex ASC 815 Derivatives. Company supports a hybrid work model. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Accounting Analyst ASC 815 in the subject line.</p>
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP& A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
<p>Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.</p><p>• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.</p><p>• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.</p><p>• Engage with external partners to guarantee timely and high-quality deliverables.</p><p>• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.</p><p>• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.</p><p>• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.</p><p>• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.</p>
We are looking for an experienced Sr. Financial Analyst to join our team on a contract basis in Salt Lake City, Utah. This role involves overseeing key financial processes and providing analytical insights to support strategic decision-making. The ideal candidate will have a strong background in financial analysis, accounting, and tax compliance.<br><br>Responsibilities:<br>• Manage the complete accounts receivable (AR) cycle, including billing, collections, credits, and account reconciliations.<br>• Prepare monthly reconciliations and journal entries for accounts such as deferred revenue, payroll, sales tax liabilities, bonuses, commissions, and accrued assets.<br>• Review and validate revenue recognition based on customer purchase orders, including discounts and unique shipping terms.<br>• Calculate, file, and remit sales, use, and property taxes across multiple states.<br>• Perform payroll reconciliations and journal entries for both domestic and international employees.<br>• Assist in forecasting and the annual budgeting process, providing detailed financial models to support decision-making.<br>• Develop and maintain weekly updates to the daily cash forecast.<br>• Administer equity grants on a quarterly basis as directed by the board.<br>• Track and calculate commissions for payment, ensuring accuracy and compliance with company policies.
