<p>Sue Sumrell is recruiting for a well‑established, design‑driven professional services firm seeking a <strong>Senior Financial Analyst</strong> to support strategic decision‑making and financial planning across the organization. This role offers strong visibility to leadership and involvement in firm‑wide initiatives.</p><p><strong>What you’ll do:</strong></p><p>• Lead budgeting, forecasting, and long‑range financial modeling</p><p>• Build and enhance management reporting and financial models</p><p>• Present insights to senior leadership and key stakeholders</p><p>• Support process improvements and ERP system implementation</p><p>• Partner cross‑functionally on high‑impact projects</p><p><br></p><p>This is an exciting role with a hybrid work culture, strong compensation and office perks!</p><p><br></p><p>Please email your resume directly to [email protected]</p>
<p>Our client is seeking a <strong>Senior Financial Analyst</strong> to support financial planning, performance analysis, and operational decision‑making for its Bloomington operations. This role will partner closely with operations leadership and corporate finance to deliver insightful analysis, improve cost visibility, and support strategic initiatives. </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead monthly financial close support, including variance analysis, commentary, and management reporting</li><li>Prepare and analyze forecasts, annual budgets, and long‑range plans, partnering with operations and leadership</li><li>Analyze manufacturing and plant operations, including cost of goods sold (COGS), inventory, labor, overhead, and capacity utilization</li><li>Develop and maintain KPIs and dashboards to track operational, financial, and productivity performance</li><li>Support margin and profitability analysis by product line, customer, and project</li><li>Perform capital expenditure (CapEx) analysis, ROI modeling, and post‑implementation reviews</li><li>Provide ad‑hoc financial modeling and scenario analysis to support pricing, sourcing, and strategic decisions</li><li>Continuously identify opportunities to improve reporting processes, data accuracy, and financial controls</li><li>Collaborate with corporate finance, accounting, and operational teams to ensure alignment and data integrity</li></ul><p><br></p><p><br></p><p><br></p>
<p>Our client is looking for an experienced Senior Financial Analyst to join their team on a hybrid basis in Baltimore, Maryland. In this role, you will play a key part in shaping financial strategies by conducting in-depth analysis, forecasting, and budgeting. This position offers an exciting opportunity to work in a dynamic environment that is private equity backed.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain detailed financial models to support forecasting and decision-making processes.</p><p>• Analyze financial performance by conducting variance analyses and identifying trends or areas of improvement.</p><p>• Collaborate with cross-functional teams to prepare, review, and refine budgets that align with organizational goals.</p><p>• Generate insightful ad hoc financial reports to guide strategic planning and operational efficiency.</p><p>• Provide financial insights and recommendations to senior management to support business growth and profitability.</p><p>• Ensure accuracy and consistency in financial reporting across multiple locations and operational units.</p><p>• Monitor key performance indicators (KPIs) and provide actionable recommendations based on findings.</p><p>• Support the implementation of financial tools or systems to enhance reporting and efficiency.</p><p>• Stay updated on industry trends and market conditions to inform financial strategies</p>
<p>Our valued client, a globally recognized leader in the professional services industry, is seeking a highly qualified <strong>Senior Financial Analyst</strong> to join their team. </p><p><br></p><p>This organization is known for its commitment to financial excellence, operational integrity, and collaboration. While technical expertise is critical, cultural alignment is equally important. Teamwork, integrity, and commitment are foundational values that shape the company’s relationships with clients, colleagues, and communities worldwide.</p><p><br></p><p>Reporting directly to the Manager of FP&A, the Senior Financial Analyst will play a pivotal role in company-wide financial reporting, forecasting and strategic analysis. This is a highly visible role with direct exposure to the CFO and executive leadership team. The ideal candidate is not only technically strong but also a strategic thinker and effective communicator, capable of translating complex financial insights into actionable business recommendations. This individual will take ownership of P&L performance and help drive profitability and long-term success across the organization.</p><p>Along with an extremely competitive compensation structure, the organization offers top of the line benefits and an easily accessible office in Midtown, NY. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead monthly and quarterly financial reporting and forecasting processes</li><li>Support the annual profit planning cycle, including economic analysis and development of financial models to assess risk and opportunity</li><li>Build and maintain complex financial models; conduct ad-hoc analyses to support executive decision-making</li><li>Prepare executive-level presentations and partner with senior management to evaluate strategic initiatives</li><li>Drive continuous improvement initiatives to enhance reporting processes and operational efficiency</li></ul><p><br></p>
<p>Overview:</p><p>The Senior FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Financial Analyst with Alteryx experience to join a team in Mountain View, California on a Long-term Contract basis. This position will lead high-level financial planning and analysis efforts, turning complex data into practical recommendations that support business performance. The role will partner with leadership to strengthen forecasting, budgeting, and reporting processes while providing clear insight into financial results and operational trends.</p><p><br></p><p>Responsibilities:</p><ul><li>Own financial forecasting and month‑end close support for Professional Services, including revenue, labor costs, margins, and accruals</li><li>Develop and maintain forecasts for headcount, utilization, billable rates, backlog, and project profitability</li><li>Partner with Accounting to ensure accurate revenue recognition and cost allocation in accordance with policy and GAAP</li><li>Prepare and deliver any applicable monthly and quarterly financial reporting packages, highlighting key drivers, risks, and opportunities</li><li>Identify opportunities to improve forecasting accuracy, reporting scale/efficiency, and data transparency (eg PS month-end close / accruals, renewal/retention rate levels of detail, customer account hierarchy alignment)</li><li>Help design, integrate and implement scalable FP&A processes, tools, and dashboards with AI driven solutions (eg Alteryx, other ML models) </li><li>Train finance team members on new tools and automated workflows</li><li>Continuously improve SLA performance, cycle times, and data quality without degrading service</li></ul>
<p>We are looking for an experienced Senior Financial Analust to support long-range financial planning for a pharmaceutical organization in Bridgewater, New Jersey. This sontract position will focus on building and refining multi-year financial models that translate income statement drivers into a 7- to 10-year outlook. The ideal candidate will combine strong analytical judgment with advanced modeling expertise to evaluate future revenue trends, growth assumptions, and product-level performance across a complex portfolio. Must have prior experience with Adaptive Planning and advanced Excel skills. This role will be hybrid onsite in Bridgewater, NJ.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain comprehensive long-range financial models that project business performance over a 7- to 10-year horizon.</p><p>• Translate income statement data into forward-looking forecasts that support strategic planning and decision-making.</p><p>• Develop a foundational planning model and enhance it with scenario analysis, growth assumptions, and revenue projections.</p><p>• Analyze revenue contributions across multiple products to identify trends, risks, and performance drivers.</p><p>• Prepare clear financial reports and dashboards using Excel, Adaptive Planning, and Power BI for leadership review.</p><p>• Partner with cross-functional stakeholders to validate assumptions and align financial outlooks with business objectives.</p><p>• Support forecasting, reporting, and month-end close activities as needed to ensure consistency across planning outputs.</p>
<p>We are looking for an experienced Lead Risk & Control Analyst to support a financial services environment in Charlotte, NC. This Long-term Contract position focuses on strengthening risk governance, improving control effectiveness, and delivering clear reporting that helps leaders make informed decisions. The role will partner with cross-functional stakeholders to assess exposure, recommend mitigation strategies, and reinforce security, regulatory, and operational standards.</p><p><br></p><p>Responsibilities:</p><p>• Lead risk and control reviews across business activities to identify gaps, evaluate exposure, and recommend practical corrective actions.</p><p>• Develop and maintain documentation, reporting materials, and dashboards that present risk trends, control performance, and key metrics to stakeholders.</p><p>• Partner with business leaders, HR administration teams, and operational contacts to support consistent application of risk frameworks and methodologies.</p><p>• Perform data analysis and prepare datasets to support assessments, ad hoc financial reviews, and ongoing monitoring activities.</p><p>• Coordinate training and communication efforts that improve awareness of policies, controls, security expectations, and regulatory responsibilities.</p><p>• Support the design and enhancement of risk assessment methods, mitigation plans, and internal control procedures for onsite operations.</p><p>• Collaborate with cybersecurity and security partners to address control concerns, strengthen protections, and track remediation progress.</p><p>• Provide leadership in issue management by prioritizing findings, documenting resolutions, and ensuring timely follow-up with relevant stakeholders.</p>
<p>We are assisting a valued client in their search for an experienced Chief Risk Officer to lead and enhance the organization’s enterprise-wide risk management framework. This is a key leadership role responsible for ensuring regulatory compliance, assessing and monitoring risks across all operational areas, and driving strategic initiatives that strengthen internal controls and overall risk governance. The ideal candidate will have a strong background in risk analysis, governance, operational risk management, and compliance. This individual will play a central role in cultivating a culture of risk awareness, identifying emerging risks, developing mitigation strategies, and supporting continuous improvement across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and implementation of the organization's Risk Appetite Framework, including methodologies and enterprise risk assessments.</p><p>• Coordinate governance processes, risk committee activities, and regulatory reporting to ensure compliance and accountability.</p><p>• Create and maintain risk dashboards, KPIs, and KRIs for executive and board-level decision-making.</p><p>• Analyze emerging risks, industry trends, and regulatory changes to provide actionable insights to senior leadership.</p><p>• Lead cross-functional initiatives aimed at enhancing risk capabilities, improving controls, and adopting advanced technology solutions.</p><p>• Evaluate financial and operational processes to identify vulnerabilities and recommend effective improvements.</p><p>• Manage internal training programs to foster a culture of risk awareness and proactive management.</p><p>• Build, mentor, and lead a high-performing risk management team across multiple locations.</p><p>• Investigate operational incidents, oversee corrective action plans, and maintain detailed documentation in incident databases.</p><p>• Develop and manage credit approval and monitoring programs, ensuring scalability and compliance with organizational standards.</p>
We are looking for an Accounting Analyst to join a retail organization in Tempe, Arizona on a Contract basis. This onsite opportunity is well suited for someone early in their career who is eager to build practical accounting operations experience in a supportive, fast-moving environment. The position focuses primarily on high-volume data matching and entry work, with limited involvement in traditional accounting tasks. Candidates who are organized, accurate, and comfortable handling repetitive processes with efficiency will be successful in this role.<br><br>Responsibilities:<br>• Review, align, and transfer financial data accurately into BlackLine while maintaining consistency across records.<br>• Perform detailed comparisons between source documents and system information to ensure data is matched correctly.<br>• Support day-to-day accounting operations related to payable, receivable, billing, and reconciliation activities as needed.<br>• Maintain organized documentation and follow established procedures to help preserve data integrity.<br>• Assist with a small portion of general accounting work while concentrating mainly on transaction-focused support tasks.<br>• Work onsite five days per week in Tempe, Arizona and manage assigned tasks within a flexible daily schedule.<br>• Collaborate with team members to provide continuity of work during a transition in role coverage.<br>• Identify discrepancies in records and escalate issues promptly so corrections can be made efficiently.
<p>Seeking an accounting‑minded analyst to support financial reporting through structured data analysis and reconciliation. This accounting analyst role sits closely with the accounting function and focuses on preparing, validating, and maintaining Excel‑based reports that support period‑end processes and financial accuracy.</p><p>The ideal candidate combines strong accounting fundamentals with the ability to organize and analyze large datasets, build repeatable reporting tools, and partner directly with accounting leadership. For more information, reach out to Jason Lee.</p><p>Core Responsibilities</p><ul><li>Prepare and maintain Excel‑based reports that support accounting and period‑end processes</li><li>Consolidate operational and financial data into structured schedules used for internal reporting</li><li>Reconcile datasets to source documentation and general ledger activity to ensure accuracy</li><li>Partner with accounting leadership to ensure data aligns with internal controls and reporting standards</li><li>Analyze variances and trends to identify inconsistencies or data gaps</li><li>Build scalable reporting files that reduce manual work and improve close efficiency</li><li>Support audits and reviews by maintaining clear, well‑documented reporting schedules</li></ul>
<p>We are looking for an Accounting Analyst to support core financial operations for a manufacturing organization in California. This Long-term Contract position is ideal for someone who can manage day-to-day accounting activity, maintain accurate records, and help keep financial processes running smoothly. The role will contribute to payables, receivables, billing, and account review activities while partnering with internal teams to resolve discrepancies and improve accuracy. For more information, reach out to Jason Lee for specs.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices and payment activity with close attention to accuracy, timing, and supporting documentation.</p><p>• Monitor customer accounts, apply incoming payments, and follow up on outstanding balances to maintain healthy receivables.</p><p>• Prepare and issue billing transactions, verify charge details, and address invoice questions from internal or external stakeholders.</p><p>• Reconcile general ledger accounts and subledgers by researching variances and correcting inconsistencies promptly.</p><p>• Maintain organized financial records and ensure accounting entries align with established policies and reporting requirements.</p><p>• Assist with routine accounting tasks, month-end close support, and data validation to strengthen overall financial accuracy.</p><p>• Partner with operations and administrative teams to gather information, resolve transaction issues, and support efficient financial workflows.</p>
A growing company in Warminster is seeking a Staff Accountant / Finance Associate to support day-to-day accounting and commission operations. This position is 100% on site, is a possible contract to hire opportunity for the right person and will start immediately. This role focuses heavily on manufacturer commissions receivable, reporting, reconciliations, and month-end close support. The ideal candidate is detail-oriented, comfortable following up on open items, and strong in Excel and accounting systems.<br><br>Key Responsibilities<br>Process manufacturer commission checks and record invoices/orders in internal systems<br>Monitor, track, and follow up on outstanding commissions with manufacturers<br>Apply cash receipts and perform bank reconciliations<br>Run, review, and analyze sales and commission reports to identify open items and discrepancies<br>Assist with monthly reconciliations between accounting and sales systems<br>Support month-end financial close, including transaction verification and variance resolution<br>Maintain accurate and organized documentation related to commission activity<br>Communicate with internal teams (CSR, management) regarding commission status and issues<br>Assist with routine, ad hoc, and management reporting<br>Contribute to ongoing process improvements within the finance function<br><br>Qualifications<br>Prior experience in accounting, finance, or commission-based revenue environments<br>Strong Excel skills, including Pivot Tables and VLOOKUPs<br>QuickBooks experience strongly preferred<br>High attention to detail with strong follow-up and organizational skills<br>Comfortable working in a fast-paced, transactional accounting environment<br><br>For immediate consideration please call the Trevose office of Robert Half at 215-244-1870. Thank you!
<p>We are looking for an Accounting Analyst for one of our clients to assist with a GL mapping project. This is a great fully remote opportunity that has potential to get extended depending on work output. Client is specifically looking for someone with banking industry accounting experience.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and align general ledger structures to ensure accurate mapping between accounting frameworks and reporting categories.</p><p>• Perform account reconciliations and investigate variances to maintain the integrity of financial records.</p><p>• Review financial transactions related to lending, repossession activity, and deposit accounts to confirm proper accounting treatment.</p><p>• Partner with accounting and finance stakeholders to resolve discrepancies and improve the consistency of ledger reporting.</p><p><br></p>
The Accounting Analyst, a member of the Controller’s Group, is responsible for supporting day to day accounting operations and the monthly close process. This role performs general ledger accounting, account reconciliations, journal entries, and financial reporting activities while ensuring compliance with US GAAP and company policies. The Accounting Analyst works closely with internal stakeholders and supports audits, reporting, and business initiatives for the US and International teams. <br><br>• Prepare and post journal entries for the month end accounting close.<br>• Prepare monthly balance sheet General Ledger account reconciliations. <br>• Prepare monthly financial reporting schedules.<br>• Prepare Accounts Receivable reporting and variance analysis. <br>• Assist with Fixed Asset, CIP, and Lease reporting and management. <br>• Prepare audit schedules.<br>• Prepare financial information supporting Corporate Tax and Risk Department requests.<br>• Manage the accounting for Prepaid Expenses.<br>• Participate on cross functional project teams supporting business initiatives and process improvement opportunities.<br>• Prepare financial analysis of variances to Plan and Forecast<br>• Ensure compliance with US GAAP, internal controls, and company accounting policies <br>• Review SAP transactions for coding consistency and recommend corrective measures.
<p>We are looking for a detail-oriented Accounting Analyst to join our team in El Segundo, California. This is a Contract to permanent position, offering an excellent opportunity to contribute to key financial processes and grow within the organization. The ideal candidate will bring a strong background in accounting, financial reporting, and advanced Excel skills, with the ability to work independently and meet recurring deadlines.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough billing audits for airline clients to ensure compliance and accuracy.</p><p>• Generate daily overtime reports and prepare weekly financial summaries to support operational insights.</p><p>• Perform receipt reconciliations and manage monthly accruals with precision.</p><p>• Assist with profit and loss reporting, including minimal journal entries.</p><p>• Develop and maintain financial reporting processes using internal systems.</p><p>• Manufacturing experience and/or Food Processing industry a plus</p><p>• Utilize advanced Excel functions to create detailed reports, perform analyses, and execute reconciliation tasks.</p><p>• Work extensively within the company’s proprietary financial systems to support accounting operations.</p><p><br></p><p><strong>Strategic Support:</strong></p><p> Provide financial insights to support leadership in cost management, growth initiatives, and strategic decision-making.</p><p><strong>Business Partnering:</strong></p><p> Collaborate with cross-functional teams to gather insights and provide financial guidance across billing, purchasing, inventory, and operations.</p><p><strong>Budgeting & Planning:</strong></p><p> Support the annual budgeting process, long-range planning, and rolling forecasts to establish financial targets and resource allocation.</p><p><strong>Forecasting:</strong></p><p> Develop financial projections based on historical data, trends, and key business assumptions.</p><p><strong>Financial Modeling:</strong></p><p> Build, maintain, and enhance financial models to support forecasting, planning, and business decision-making.</p><p><strong>Performance Analysis:</strong></p><p> Evaluate financial performance by comparing actual results to budgets, forecasts, and prior periods, identifying key variances and trends.</p><p><strong>Reporting:</strong></p><p> Prepare financial reports, dashboards, and presentations for management reviews, performance tracking, and strategic decision-making.</p><p><strong>Ad-Hoc Analysis:</strong></p><p> Conduct special analyses to support urgent business needs and inform critical decisions.</p><p><strong>Data Quality & Process Improvement:</strong></p><p> Ensure accuracy and integrity of financial data while identifying opportunities to streamline and improve financial processes.</p>
<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>We are looking for an Analyst to join our client's finance team in the Horsham, Pennsylvania area. This position plays an important role in tracking commission-related activity, supporting collections, and helping maintain accurate financial records. The ideal candidate is detail-oriented, organized, and comfortable working across reporting, reconciliation, and follow-up tasks in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Record commission payments and input invoice and order details into internal systems with a high degree of accuracy</p><p>• Review aging items and proactively follow up with manufacturers to collect outstanding commission balances</p><p>• Generate and assess reports to identify unresolved transactions, inconsistencies, and collection priorities</p><p>• Assist with monthly reconciliation activities to confirm alignment between financial records and operating systems</p><p>• Contribute to month-end close by validating entries, researching differences, and helping clear exceptions</p><p>• Coordinate with internal stakeholders and leadership to provide updates on commission activity and outstanding issues</p><p>• Organize supporting documentation and maintain clear records related to commission processing and collections</p><p>• Prepare recurring reports and distribute information needed for routine finance operations</p><p>• Support finance process enhancements that improve efficiency, accuracy, and visibility into commission activity</p>
We are looking for an Analyst to join our team in Chatsworth, California, supporting financial accuracy, data integrity, and client-facing reporting activities. This role is well suited for someone who enjoys working with complex information, identifying discrepancies, and turning large volumes of data into clear, actionable results. The ideal candidate brings strong analytical judgment, a careful approach to detail, and the ability to stay organized while managing recurring deadlines in a fast-paced environment.<br><br>Responsibilities:<br>• Reconcile eligibility, billing, and invoice records across internal systems, client data, and carrier information to ensure accuracy and timely resolution of discrepancies.<br>• Review monthly payment activity for plan stakeholders, investigate variances, and apply appropriate corrections to support accurate financial outcomes.<br>• Manage recurring premium reconciliation cycles by organizing deadlines, validating supporting data, and completing deliverables within contractual and internal timelines.<br>• Maintain, clean, and analyze large membership and demographic datasets to support reporting, audits, and client service needs.<br>• Oversee scheduled data imports and exports within proprietary platforms, monitor processing results, and prepare error reports when exceptions are identified.<br>• Develop summaries, reports, and presentation materials that communicate findings clearly to internal teams and external clients.<br>• Support projects such as enrollment events, client communications, and other operational initiatives through data preparation, validation, and analysis.<br>• Document procedures, strengthen reconciliation workflows, and collaborate with cross-functional partners to resolve data or system issues affecting deliverables.<br>• Preserve organized records and supporting documentation while handling sensitive information with discretion and in accordance with applicable regulations.<br>• Provide supplemental assistance to accounting and participate in internal or client meetings as needed to support service delivery and issue resolution.
<p><em>The salary range for this position is $75,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Review and prepare loan and lease documents, ensuring their accuracy and timeliness</p><p>• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.</p><p>• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.</p><p>• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.</p><p>• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.</p><p>• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.</p><p>• Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding.</p><p>• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.</p><p>• Confirm that all documents are complete and ready prior to funding.</p><p>• Undertake additional projects as assigned by the Manager.</p>
<p><em>The salary range for this position is $75,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Financial planning and analysis position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong>ROLE OVERVIEW</strong></p><ul><li>Assist in building a best-in-class FP&A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes</li><li>Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval</li><li>Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, the company's budgeting & forecasting tool</li><li>Maintain executive leadership reporting</li><li>Support Management Accounting team for reporting needs</li><li>Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions</li><li>Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership</li><li>Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.</li></ul><p><br></p>
<p>Reporting to the VP of Finance, the position is responsible for conducting complex cost analysis and audits associated with the cost accounting function for the division. Lead the finance team in implementation of Cost Configurator module within ERP system to provide better cost and margin visibility to the organization.</p><p>JOB RESPONSIBILITIES:</p><p>• Partner with Plant leadership to assist in financial analysis and decision making in support of the financial health of the facility</p><p>• Implementation and ongoing maintenance/support of Cost Configurator module in JD Edwards.</p><p>• Assists in developing, implementing, managing and continually measuring processes ensuring the accuracy of job costing standards, including annual and ad-hoc cost roll exercises as required</p><p>• Ensure integrity of Work Order processing from material issues, labor postings, and associated variances</p><p>• Provide insight and guidance to profitability of various functions and products within the Plant in order to partner with Management and improve results</p><p>• Review and monitor WIP and outside process clearing account and adjust as necessary</p><p>• Annual Budget and rolling Forecast to include Hours, Headcount and Production expenses (Direct and Indirect)</p><p>• Support production team with ad-hoc inquiries, requests and reporting</p><p>• Work closely with Plant management to analyze daily, weekly and monthly work in process (WIP)</p><p>• Reviews accuracy of Plant processes, including Purchased parts cost verification, Router development, Overhead cost verification, Labor rate verification</p><p>• Produces and analyzes month end reports, including variance reporting and plant Overall Equipment Effectiveness performance</p><p>• Performs duties associated with SOX compliance, including WIP reconciliation, WIP subledger aging, Inventory reconciliation and Manufacturing - Segregation of Duties</p><p>• Prepare ad-hoc data analysis and reports for operations management as needed- All other duties as assigned</p><p>• Review balance sheet and P&L accounts and provide detailed variance explanations and resolve potential errors</p><p><br></p>
We are looking for a detail-oriented Financial Analyst - Entry Level to join a contract opportunity in the real estate and property sector. This position is well suited for an entry-level candidate or someone early in their career who wants to build practical experience in financial planning, reporting, budgeting, and performance analysis. The role offers the chance to work with cross-functional teams, strengthen analytical skills, and contribute to informed business decision-making through accurate financial insights.<br><br>Responsibilities:<br>• Create recurring financial reports, dashboards, and variance summaries to support business visibility and decision-making<br>• Contribute to budget planning and forecast updates by organizing inputs and validating supporting data<br>• Review financial results to identify patterns, potential risks, and areas for improved performance<br>• Maintain spreadsheets and financial models, ensuring data is current, consistent, and reliable<br>• Monitor departmental and company results against established financial goals and highlight notable variances<br>• Perform data reconciliations to improve reporting accuracy and resolve discrepancies in a timely manner<br>• Coordinate with accounting and operational partners to collect, confirm, and organize financial information<br>• Support month-end, quarter-end, and year-end analysis through reporting preparation and financial review activities<br>• Develop ad hoc analyses, summaries, and presentation materials for leadership as business needs arise
<p>We are looking for an Entry Level Financial Analyst in the Middlesex County, NJ area. This position will be onsite 5 days a week. A Bachelor's Degree in Accounting or Finance is required. </p><p><br></p><p>Responsibilities:</p><p>• Review alerts produced by transaction monitoring tools and examine account activity to identify patterns that may indicate unusual or potentially suspicious behavior.</p><p>• Evaluate customer transaction activity against expected profiles, researching variances and escalating concerns when activity does not align with normal behavior.</p><p>• Perform follow-up analysis on flagged payments or transfers, gathering supporting information to help determine whether activity is reasonable and properly supported.</p><p>• Partner with internal teams to obtain documentation and background details needed to support customer due diligence and enhanced review processes.</p><p>• Apply current regulatory and compliance guidelines in daily work to help ensure investigations are completed accurately and consistently.</p><p>• Collaborate with technology partners to improve the effectiveness of transaction monitoring rules, workflows, and system performance.</p>
We are looking for an entry-level Financial Analyst to support day-to-day financial reporting and data analysis activities in Santa Barbara, California. This Long-term Contract position is well suited for someone who enjoys working with spreadsheets, organizing large sets of information, and helping maintain accurate financial records. The role offers an opportunity to build practical experience in accounting-related analysis while contributing to routine reporting and data review processes.<br><br>Responsibilities:<br>• Maintain and update recurring spreadsheets to keep financial information organized, current, and easy to review.<br>• Retrieve scheduled and ad hoc reports from accounting software and other reporting sources for analysis and distribution.<br>• Clean, sort, and analyze data in Microsoft Excel to support reporting accuracy and business decision-making.<br>• Review financial information for consistency, identify discrepancies, and escalate issues when needed.<br>• Assist with accounting support activities related to accruals, reconciliations, and audit preparation.<br>• Apply data mining methods to examine trends, summarize findings, and improve the usefulness of financial datasets.