We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset.<br><br>Responsibilities:<br>• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.<br>• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.<br>• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.<br>• Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios.<br>• Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts.<br>• Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates.<br>• Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
We are looking for an experienced Portfolio Manager to lead the day-to-day performance of commercial properties in Jacksonville, Florida. This role focuses on creating a strong tenant experience, protecting property standards, and driving sound financial and operational results across the portfolio. The position also works closely with site teams, contractors, and internal partners to keep projects, maintenance, and lease-related activities moving efficiently.<br><br>Responsibilities:<br>• Direct daily operations for assigned commercial properties, ensuring each asset is maintained to a high standard with strong attention to detail and runs efficiently.<br>• Coordinate tenant onboarding activities, respond to occupier needs, and foster productive relationships that support long-term satisfaction and retention.<br>• Lead capital improvements and other property initiatives by managing scope, contracts, budgets, schedules, and communication with vendors, tenants, and internal stakeholders.<br>• Administer lease-related matters, prepare required documentation, and support space changes such as renewals, expansions, and reductions.<br>• Perform routine site reviews of buildings, equipment, and grounds to identify issues, uphold appearance standards, and verify operational readiness.<br>• Establish and maintain emergency response protocols and preventive maintenance plans to reduce risk and support reliable building performance.<br>• Oversee service requests and work orders to ensure issues are resolved promptly and in line with tenant expectations.<br>• Manage third-party service providers, confirm compliance with insurance and contract requirements, and monitor the quality and timeliness of completed work.<br>• Develop operating budgets, track financial results, review receivables and expenses, and explain budget-to-actual variances throughout the year.<br>• Supervise property staff through hiring, coaching, performance evaluations, and goal setting while contributing to broader departmental projects as needed.
We are looking for a credit-minded Portfolio Manager to support a commercial lending portfolio in Bridgewater, Massachusetts. This position combines portfolio oversight, credit evaluation, and partnership with lending teams to help maintain sound asset quality and support responsible growth. The ideal candidate brings strong analytical judgment, a practical understanding of commercial credit, and the ability to contribute to both client retention and new lending opportunities.<br><br>Responsibilities:<br>• Oversee a portfolio of commercial credit relationships, tracking performance, covenant compliance, and overall asset quality.<br>• Perform recurring portfolio reviews by analyzing financial statements, borrower trends, and updated risk indicators.<br>• Evaluate credit exposure to detect potential concerns early and recommend actions that reduce risk and protect the bank’s position.<br>• Assess new lending opportunities, develop credit recommendations, and help structure transactions that align with policy and borrower needs.<br>• Draft clear and well-supported credit presentations, memos, and portfolio summaries for management review.<br>• Work closely with lending partners to support relationship growth, retention efforts, and informed credit decisions.<br>• Coordinate renewals, amendments, and other changes to existing facilities while monitoring borrower performance over time.
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service.<br><br>Responsibilities:<br>• Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance.<br>• Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals.<br>• Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches.<br>• Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs.<br>• Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities.<br>• Expand business opportunities through prospecting, referrals, networking, and engagement within the community.<br>• Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions.<br>• Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
<p>Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul>
<p>Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.</p><p>This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
<p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Mateo</strong></p><p> </p><p>Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client.</p><p> </p><p>This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Benefits Manager to support a growing organization in Austin, Texas. This Long-term Contract position is ideal for an Benefits manager who can lead benefits administration, strengthen employee relations, and deliver dependable day-to-day HR support. The role requires a thorough and service-driven individual who can manage processes efficiently while helping employees navigate key HR programs and policies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the administration of employee benefits programs, ensuring accuracy, timely processing, and consistent communication with staff.</p><p>• Serve as a key contact for employee relations matters by addressing workplace concerns, supporting resolutions, and promoting fair HR practices.</p><p>• Manage core HR administrative activities, including employee documentation, policy support, and maintenance of personnel records.</p><p>• Coordinate onboarding activities to create a smooth and organized experience for new hires from pre-employment through orientation.</p><p>• Maintain and update HRIS data to support reporting, compliance, and the integrity of employee information.</p><p>• Partner with internal stakeholders and external vendors to resolve benefits issues and improve service delivery.</p><p>• Monitor benefits-related transactions such as enrollments, changes, and terminations to ensure compliance with company guidelines and applicable regulations.</p><p>• Prepare HR and benefits reports, track trends, and provide operational insights to support workforce planning and decision-making.</p>
Robert Half is seeking an experienced Grant Manager to oversee the full lifecycle of grant management, from proposal development and submission to compliance and reporting. The ideal candidate will have excellent organizational and communication skills, strong attention to detail, and the ability to manage multiple projects simultaneously. If you are a results-driven detail oriented with expertise in research funding and nonprofit or organizational grant development, we encourage you to call our office 213.629.4602. Key Responsibilities: Oversee the grant application process, including identification of funding opportunities, proposal writing, and budgeting. Ensure compliance with all grant requirements, including reporting deadlines, financial tracking, and documentation. Develop timelines, action plans, and deliverables to meet funding objectives and deadlines. Liaise with funding agencies and build strong relationships with donors and stakeholders. Conduct post-award activities, including financial reconciliation, performance measurement, and workflow optimization. Monitor trends in grant funding and maintain a calendar of grant opportunities. Collaborate with internal teams (finance, program managers, development teams) to ensure alignment with organizational goals. Provide training and support for staff regarding policies and procedures related to grants administration.
<p>We are seeking a detail-oriented and proactive <strong>Security Analyst</strong> to help protect and strengthen our organization’s security posture. In this role, you will monitor and respond to cybersecurity events, support detection engineering efforts, assist with access governance activities, and contribute to ongoing threat identification initiatives. The ideal candidate is comfortable working in a fast-paced environment, has strong analytical skills, and can operate effectively within a continuous operations model.</p><p>**this role is remote with onsite once or twice a month</p><p><br></p><p>Key Responsibilities</p><ul><li>Oversee and analyze security events and alerts generated through SIEM, SOAR, and cloud security platforms across <strong>AWS, Azure, and GCP</strong>.</li><li>Investigate, assess, and triage potential security incidents within a <strong>24/7/365 on-call operational environment</strong>.</li><li>Assist in the upkeep, optimization, and fine-tuning of SIEM and SOAR detection content, including correlation rules and automated response playbooks.</li><li>Participate in proactive threat hunting activities by leveraging behavioral analytics, anomaly detection, and AI-enabled security tools.</li><li>Conduct periodic user access reviews and support <strong>IT General Controls (ITGC)</strong> compliance testing and related audit activities.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst/Manager to join our team in Houston, Texas. This role is integral to driving financial planning, analysis, and decision-making across the organization. The ideal candidate will utilize their expertise in forecasting, budgeting, and private equity to deliver valuable insights and strategies to senior leadership.<br><br>Responsibilities:<br>• Manage and oversee the budgeting, forecasting, and long-term financial planning processes to support organizational goals.<br>• Conduct in-depth variance analysis to identify trends and provide actionable recommendations to senior management.<br>• Develop and maintain financial models to evaluate private equity investments and other strategic initiatives.<br>• Prepare and present detailed financial reports and performance data to executives and stakeholders.<br>• Supervise cash flow forecasting and oversee processes related to letters of credit.<br>• Ensure compliance with financial regulations and statutory requirements in all practices.<br>• Utilize advanced Excel and other financial systems to optimize data analysis and reporting.<br>• Collaborate with senior leadership to align financial strategies with business objectives.<br>• Provide timely and accurate financial insights to support decision-making processes.<br>• Lead presentations of financial projections and findings to stakeholders and senior executives.
We are looking for a Finance Manager to join a growing organization. This role is well suited for someone in finance who can turn complex financial information into clear business insights and support strategic decision-making. The ideal candidate brings strong analytical depth, sound accounting knowledge, and the ability to evaluate performance trends that influence operational and financial outcomes.<br><br>Responsibilities:<br>• Develop financial models and forecasting tools to support budgeting, long-range planning, and business performance evaluations.<br>• Analyze financial and operational data to identify trends, risks, and opportunities, then present practical recommendations to leadership.<br>• Prepare management reports, dashboards, and variance analyses that translate key metrics into actionable insights.<br>• Partner with cross-functional teams to assess business initiatives, improve financial visibility, and support strategic planning efforts.<br>• Review financial results for accuracy and alignment with accounting guidance, internal policies, and organizational objectives.<br>• Use data analysis techniques and emerging technologies, including AI-driven tools where appropriate, to improve reporting quality and decision support.<br>• Evaluate profitability, cost drivers, and resource allocation to help leadership prioritize investments and operational improvements.
<p>We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality.</p><p><br></p><p>Responsibilities:</p><p>• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.</p><p>• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.</p><p>• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.</p><p>• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.</p><p>• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.</p><p>• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.</p><p>• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.</p><p>• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.</p><p>• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.</p><p>• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.</p>
<p>We are looking for an experienced Financial Analyst/Manager to oversee and enhance financial operations within a technology-driven environment. This role will focus on budgeting, forecasting, and financial reporting for IT projects, capital expenditures, and operational expenses. You will play a critical part in ensuring resource optimization, financial transparency, and the successful delivery of strategic initiatives. This is an in-office position with a phenomenal organization that offers career growth opportunities, exciting and challenging work, and excellent environment and highly competitive total compensation packages.</p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and monitor annual budgets and forecasts for IT operations and capital expenditures.</p><p>• Collaborate with IT leaders, project managers, and finance teams to create detailed budgets and financial plans for technology projects.</p><p>• Analyze and report on costs related to infrastructure, software, hardware, and cloud services.</p><p>• Manage vendor agreements and software licensing expenditures, ensuring compliance and cost efficiency.</p><p>• Partner with development teams to track financial performance and resource allocation for internal IT projects.</p><p>• Conduct variance and trend analyses to identify financial risks and opportunities, providing actionable recommendations.</p><p>• Prepare and present comprehensive financial reports to IT leadership and senior management on a monthly, quarterly, and annual basis.</p><p>• Maintain detailed tracking and reporting mechanisms for approved business cases and cost-benefit analyses.</p><p>• Design and refine dashboards, KPIs, and ad hoc reports to monitor technology investments and project outcomes.</p><p>• Lead initiatives to improve financial reporting processes and optimize resource utilization within the IT function.</p>
<p>We are looking for an experienced Financial Analyst/Manager to join our team in Tysons, Virginia. In this role, you will play a pivotal part in managing financial operations and ensuring the accuracy of project cost controls and billing processes. The ideal candidate will collaborate closely with project teams and stakeholders to deliver timely financial insights and maintain the integrity of financial records. This is an in-office position with an organization that is exploding with growth and offers interesting and challenging work, professional growth, terrific environment and an attractive total compensation package.</p><p><br></p><p>Responsibilities:</p><p>• Develop and monitor accurate budgets and manpower forecasts for multi-year programs in collaboration with project managers.</p><p>• Analyze indirect costs weekly, providing variance analysis and recommendations to address discrepancies.</p><p>• Create and maintain cash flow forecasts to ensure projects remain cash-positive, making adjustments as necessary.</p><p>• Prepare and submit complex monthly billing, ensuring compliance with contract terms and conditions.</p><p>• Track contract reconciliations and change orders to ensure accurate financial reporting.</p><p>• Generate ad-hoc reports for project managers and executives to support decision-making.</p><p>• Conduct monthly project reviews to evaluate financial performance and address variances.</p><p>• Assist project teams in preparing and reviewing monthly financial forms, ensuring explanations for any variances are documented.</p><p>• Lead procurement planning efforts, collaborating with teams to establish detailed procurement plans and monitor adherence.</p><p>• Manage order entry and work order creation in relevant systems to support service operations and ensure timely scheduling.</p>
<p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>
We are looking for a Financial Analyst/Manager to support manufacturing performance through strong financial planning, cost analysis, and operational partnership in Salt Lake City, Utah. This role works closely with plant leadership and cross-functional teams to turn production and supply chain data into practical insights that improve profitability, cost control, and decision-making. The position also contributes to capital planning by assessing investment opportunities, building financial cases, and measuring results after implementation. In partnership with finance leadership, this individual will help strengthen reporting, costing accuracy, and continuous improvement across manufacturing finance processes.<br><br>Responsibilities:<br>• Act as the lead finance partner for can manufacturing operations, providing analysis and guidance that connects plant performance with broader financial goals.<br>• Build and maintain clear reporting on manufacturing costs, including materials, labor, overhead, inventory valuation, standard costs, bills of materials, and routing assumptions.<br>• Review cost of goods sold and production variances to identify trends in yield, scrap, downtime, efficiency, throughput, changeovers, and margin performance.<br>• Collaborate with operations, procurement, engineering, and supply chain teams to uncover savings opportunities and improve plan-to-produce performance.<br>• Support the accuracy and effectiveness of cost accounting, production reporting, inventory controls, and data quality through ongoing process and system enhancements.<br>• Develop financial models and business cases for capital investments such as equipment upgrades, automation, process improvements, and capacity expansion.<br>• Track the financial outcomes of completed capital projects, compare actual performance to projections, and recommend actions to improve return on investment.<br>• Contribute to additional financial analyses, operational reviews, and strategic initiatives as business needs evolve.
We are looking for a detail-oriented finance specialist who can guide reporting, planning, and performance analysis across a diverse investment and operating portfolio in California. This role combines hands-on financial oversight with strategic partnership, helping leadership evaluate results, manage liquidity, and support informed decision-making. The ideal candidate brings strong analytical judgment, experience building actionable reporting, and the ability to translate complex data into clear business insights.<br><br>Responsibilities:<br>• Manage cash positioning activities by reviewing liquidity, anticipating financing needs, and identifying funds available for investment decisions.<br>• Analyze the financial and operating results of portfolio businesses to highlight performance patterns, identify potential risks, and uncover areas for improvement.<br>• Collaborate with leadership on annual budgets, rolling forecasts, and long-range planning to support business objectives and capital priorities.<br>• Track key performance indicators and operational milestones with management teams to measure progress against strategic value-creation goals.<br>• Create consistent reports, dashboards, and presentation materials that provide meaningful updates to internal leaders, investors, and committee stakeholders.<br>• Perform benchmarking, sensitivity analysis, and scenario modeling to evaluate business outlook, strategic options, and potential acquisition opportunities.<br>• Review investment activity and prepare recurring performance summaries for investment funds, including quarterly reporting packages.<br>• Oversee treasury-related activity by monitoring bank accounts and validating transactions involving marketable securities, real estate holdings, and externally managed funds.<br>• Assess contracts and agreements to identify financial implications, key terms, and areas of potential exposure.<br>• Support high-priority initiatives such as acquisition analysis, working capital improvement efforts, real estate finance reporting, and other special projects as assigned.
We are looking for a detail-oriented finance specialist who can lead planning, analysis, and reporting efforts while helping the organization strengthen its financial decision-making. This role is well suited for someone who enjoys turning complex data into clear business insights, building reliable reporting processes, and supporting leadership with forward-looking analysis. The position offers an opportunity to shape budgeting and forecasting practices, improve financial visibility through dashboards and automation, and grow into a broader leadership capacity over time.<br><br>Responsibilities:<br>• Lead budgeting, forecasting, and monthly financial review activities to provide leadership with accurate and timely performance insights.<br>• Develop financial models and analytical tools that support strategic decisions related to operations, growth opportunities, and overall business performance.<br>• Produce management reports, variance analysis, and presentation materials that explain key trends, risks, and opportunities in a clear and actionable way.<br>• Create more efficient and automated financial statement and reporting processes, reducing reliance on manual spreadsheets where possible.<br>• Oversee administration and effective use of financial systems and reporting tools, including dashboard development and data visualization support in Power BI.<br>• Support planning and analysis tied to capital needs, debt activity, labor performance, and other core financial metrics.<br>• Partner with accounting and operational stakeholders to improve the accuracy, consistency, and usefulness of financial data across the organization.<br>• Contribute financial analysis for transactions and organizational changes such as acquisitions, divestitures, and management agreement evaluations.<br>• Help implement and optimize budgeting technology to strengthen planning capabilities and reporting effectiveness.
<p>We are looking for an experienced <strong>Financial Analyst/Manager</strong> to help guide investment decisions and strengthen portfolio performance in <strong>Louisville, Kentucky</strong>. This role supports a broad range of asset classes and combines hands-on portfolio oversight with strategic analysis, forecasting, and risk awareness. This role is responsible for developing and managing investment strategies, conducting cash flow analysis, optimizing asset allocation, supporting tax-efficient portfolio decisions, and overseeing broker relationships. The ideal candidate brings strong knowledge of capital markets, budgeting, and financial modeling, along with the ability to evaluate opportunities and translate complex data into sound recommendations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop, implement, and manage corporate investment strategies aligned with financial goals and risk tolerance. </li><li>Analyze cash flow trends, liquidity needs, and forecasting data to support short- and long-term investment decisions. </li><li>Manage portfolio construction and asset allocation across approved investment vehicles and asset classes. </li><li>Monitor market conditions, economic trends, and portfolio performance to recommend investment adjustments. </li><li>Partner with finance, treasury, accounting, and tax teams to support tax-efficient investment planning and compliance. </li><li>Build and maintain strong relationships with brokers, custodians, financial institutions, and external advisors. </li><li>Evaluate investment risk, diversification, and benchmark performance to ensure alignment with company objectives. </li><li>Prepare portfolio reports, investment updates, and strategic recommendations for senior leadership. </li><li>Support financial planning initiatives by balancing capital preservation, return objectives, and liquidity requirements. </li><li>Ensure adherence to internal investment policies, regulatory requirements, and governance standards. </li></ul><p><br></p>
<p>Are you ready to help shape the financial future of a thriving organization recognized for growth and innovation? Our client, an industry leader, is committed to continuous improvement and invests in employees to stay competitive with advanced technology, enhanced benefits, and a supportive team culture. As a Financial Analyst, you’ll play a key role in analyzing financial data, overseeing cost and margin analysis, supporting budgeting and risk management, and partnering on major improvement projects. The ideal candidate brings a bachelor’s degree in Accounting or Finance, 3+ years of relevant industry experience, advanced Excel skills, and outstanding communication and leadership abilities.</p>
<p>We are looking for a Financial Analyst to support finance activities at a manufacturing site. This is a Long-term Contract opportunity for a detail-oriented individual who can turn operational data into clear financial insight, contribute to planning activities, and communicate findings effectively to site leadership. The position works closely with plant and finance partners in a fast-moving environment where sound judgment, strong organization, and confident collaboration are essential.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain recurring financial and operational reports that help site leadership monitor business performance and key cost drivers.</p><p>• Evaluate plant results, investigate variances and patterns, and translate findings into practical recommendations for management decision-making.</p><p>• Support forecasting, annual budgeting, and financial planning activities by gathering inputs, validating assumptions, and preparing analysis for review.</p><p>• Present financial trends, performance insights, and risk areas to cross-functional leaders in a clear and concise manner.</p><p>• Assist with month-end responsibilities, including journal entry preparation, reporting support, and review of site-level financial activity.</p><p>• Partner with the controller and local operations leaders to strengthen reporting processes, improve documentation, and enhance overall efficiency.</p><p>• Help maintain compliance with accounting policies and internal control standards across daily, weekly, and monthly finance tasks.</p><p>• Research financial transactions, assess appropriate accounting treatment, and complete ad hoc analysis to support business initiatives and special projects.</p>
<p>We are looking for a skilled Financial Analyst to join our team in SLC, Utah. This role is pivotal in driving data-driven decision-making by analyzing financial performance, preparing executive-level materials, and supporting various forecasting and budgeting initiatives. The ideal candidate will thrive in a fast-paced environment and possess the ability to build scalable financial models while collaborating across multiple entities.</p><p><br></p><p>Responsibilities:</p><p>• Develop and refine financial models to support forecasting, budgeting, and capital planning initiatives.</p><p>• Conduct detailed variance analyses to evaluate financial performance against key benchmarks such as budgets, forecasts, and prior-year results.</p><p>• Assist in creating annual and long-term financial plans at both property and consolidated enterprise levels.</p><p>• Prepare executive and board-level financial presentations, dashboards, and business review materials.</p><p>• Analyze operational performance metrics across hotels and resorts, identifying trends, risks, and opportunities for improvement.</p><p>• Collaborate with finance and accounting teams at various properties to ensure consistent and accurate financial reporting.</p><p>• Perform scenario modeling and sensitivity analyses to assess business cases, investments, and strategic initiatives.</p><p>• Develop standardized reporting packages tailored for internal and external stakeholders.</p><p>• Work closely with department leaders to align financial models with operational realities and drivers.</p><p>• Support the implementation and optimization of financial planning tools and reporting systems to enhance efficiency and accuracy.</p>