We are looking for a meticulous SEC Reporting Analyst to support external reporting, technical accounting research, and regulatory compliance for our finance organization in Houston, Texas. This role will play a central part in preparing periodic filings, evaluating complex accounting matters, and partnering with cross-functional teams to ensure accurate and timely financial disclosures. The ideal candidate brings a solid foundation in U.S. GAAP and SEC reporting, along with the ability to communicate accounting conclusions clearly to internal and external stakeholders.<br><br>Responsibilities:<br>• Oversee the preparation and review of quarterly and annual SEC filings, including Forms 10-Q, 10-K, 8-K, and Section 16 reporting, to support complete and timely submissions.<br>• Contribute to the development and filing of the annual proxy statement, coordinating required financial and governance-related disclosures.<br>• Evaluate newly issued accounting guidance and work with business partners to determine reporting implications and implementation needs.<br>• Investigate complex accounting topics, document technical positions, and discuss conclusions with external auditors to support final treatment.<br>• Prepare clear written analyses that explain significant transactions, financial reporting judgments, and accounting conclusions for management and audit review.<br>• Review acquisition and related transaction documents to identify accounting, valuation, and disclosure considerations.<br>• Manage recurring valuation-related reporting activities and maintain supporting schedules and workpapers for quarterly updates.<br>• Lead the annual goodwill impairment assessment and coordinate supporting analysis for review by key stakeholders.<br>• Partner closely with Accounting, Finance, Legal, and other internal teams to strengthen reporting processes, update controls, and support audit requests and special projects.
We are looking for a Sr Financial Reporting Analyst to support fund and entity reporting within an asset management platform in Charlotte, North Carolina. This position plays a central role in financial statement preparation, investor reporting, month-end close, and analysis across complex investment structures. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work closely with cross-functional teams to deliver accurate and timely reporting.<br><br>Responsibilities:<br>• Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures.<br>• Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy.<br>• Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities.<br>• Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies.<br>• Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements.<br>• Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership.<br>• Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications.<br>• Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting.<br>• Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes.
<p><br></p><p>We're partnering with a growing organization seeking a <strong>Financial Reporting Manager</strong> to lead SEC reporting activities and support key financial reporting initiatives. This is an excellent opportunity for an accounting professional with strong SEC reporting and US GAAP expertise who enjoys working in a fast-paced, collaborative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong> </p><ul><li>Prepare and review SEC filings, including Forms 10-Q and 10-K</li><li>Support financial statement, footnote, and MD&A disclosures</li><li>Research and interpret complex US GAAP accounting guidance</li><li>Partner with external auditors during quarterly reviews and annual audits</li><li>Maintain and improve financial reporting processes and internal controls</li><li>Support month-end and year-end close activities</li><li>Assist with acquisition accounting and other complex transactions</li><li>Drive process improvements that enhance reporting accuracy and efficiency</li></ul><p>This role offers flexibility and some work from home. However, to be considered must live in Colorado. </p><p><br></p><p><br></p>
<p>A growing publicly traded organization is seeking a <strong>Senior SEC Reporting Analyst</strong> to join its Corporate Accounting and Finance team. This is an outstanding opportunity for an accounting professional looking to leverage a foundation in public accounting or public company reporting and take the next step in their career.</p><p><br></p><p>The ideal candidate will gain hands-on exposure to SEC reporting, technical accounting, financial reporting, and executive-level visibility while working closely with leaders across Accounting, Finance, Legal, Investor Relations, Treasury, and Internal Audit. This role offers a unique opportunity to move beyond a traditional audit or reporting function and become a key contributor within a dynamic public company environment.</p><p><br></p><p>What You'll Be Doing</p><ul><li>Prepare and support quarterly and annual SEC filings, including Forms 10-Q, 10-K, and 8-K.</li><li>Assist with the preparation of financial statements, footnote disclosures, and supporting schedules.</li><li>Perform financial statement and disclosure tie-outs to ensure accuracy and consistency across reporting materials.</li><li>Support the monthly, quarterly, and annual financial close and reporting processes.</li><li>Coordinate XBRL filings and work with external service providers.</li><li>Research technical accounting matters and assist with the implementation of new accounting standards.</li><li>Prepare audit schedules and partner with external auditors during quarterly reviews and annual audits.</li><li>Contribute to SOX compliance initiatives, internal controls, and process improvement projects.</li><li>Collaborate cross-functionally on reporting implications of new transactions, business initiatives, and strategic projects.</li></ul><p>Why This Opportunity Stands Out</p><ul><li>Excellent next step for professionals looking to transition from Big 4 into industry.</li><li>High-visibility role with direct exposure to senior accounting and finance leadership.</li><li>Opportunity to develop expertise in both SEC reporting and technical accounting.</li><li>Broad cross-functional interaction with key stakeholders across the organization.</li><li>Growing company environment that offers strong career progression and long-term advancement opportunities.</li><li>Chance to make a meaningful impact while building a well-rounded foundation for future leadership roles within corporate accounting and finance.</li></ul><p>This confidential opportunity is ideal for an ambitious accounting professional who wants to accelerate their career within a public company setting and gain exposure beyond the traditional scope of audit or financial reporting.</p>
<p>Benefits:</p><ul><li>Medical, Dental, Vision</li><li>Competitive Salary, Annual Bonuses, 401(k) with Company Match, and Business Travel Reimbursement</li><li>Flexible work environment</li><li>Tuition Reimbursement</li><li>PTA</li><li>Casual Fridays</li><li>In house technical training</li></ul><p><br></p><p>Responsibilities:</p><p>• Conduct in‑depth financial analysis, including reviewing financial statements, performing scenario modeling, and identifying key trends.</p><p>• Build and maintain sophisticated financial models to support strategic initiatives and resource planning.</p><p>• Develop dashboards and standardized reporting tools using Excel, Power BI, and other analytics platforms to produce clear, actionable insights.</p><p>• Track and evaluate key performance indicators (KPIs) and operational drivers to highlight opportunities for improvement.</p><p>• Assist in the budgeting process by collaborating with department leaders to align spending with organizational priorities.</p><p>• Prepare monthly management discussion & analysis (MD&A) reports for senior leadership and relevant stakeholders.</p><p>• Work across departments to ensure financial data is consistent, accurate, and aligned with reporting standards.</p><p>• Support the preparation of financial presentations and reports for board meetings and other executive forums.</p><p>• Contribute to long‑range planning by creating dynamic models and evaluating various growth scenarios.</p><p>• Identify opportunities to enhance reporting processes and design new tools that improve data visibility and analytical efficiency.</p>
We are looking for a Senior Financial Reporting & Technical Accounting Analyst to join our team in California. In this role, you will strengthen external reporting, technical accounting analysis, and compliance efforts while partnering with finance, audit, and cross-functional stakeholders. This position is ideal for an accounting specialist with strong attention to detail who can interpret complex guidance, improve reporting processes, and deliver accurate results within quarterly and annual deadlines.<br><br>Responsibilities:<br>• Research emerging and updated accounting guidance and assess how it affects transactions, reporting positions, and corporate accounting practices.<br>• Prepare technical accounting analyses and supporting memoranda for areas such as equity-based compensation, hedging activity, segment disclosures, lease accounting, and impairment considerations.<br>• Coordinate periodic external reporting activities, including major regulatory filings, earnings-related disclosures, and supporting schedules tied to the reporting calendar.<br>• Produce quarterly and annual financial statement components, including cash flow reporting, and review data tagging accuracy for electronic filing requirements.<br>• Draft and refine disclosures related to new accounting standards, significant transactions, and notable changes in financial results.<br>• Execute key reporting controls by completing disclosure check procedures, reconciliations, certifications, and detailed tie-out reviews.<br>• Evaluate industry reporting practices, regulatory correspondence trends, and peer disclosures to recommend enhancements to company reporting and policy positions.<br>• Maintain and update accounting policies, support audit requests, and contribute to process improvements using reporting tools such as Workiva, Hyperion, or similar systems.<br>• Partner with internal teams on special finance projects, provide reporting support for related compliance activities, and help train stakeholders on reporting tools and accounting updates.
<p>We are looking for a Sr. Financial Analyst to support strategic decision-making through insightful financial reporting, modeling, and performance evaluation for our Las Vegas area client. This role will partner with business leaders to interpret trends, assess operational results, and deliver clear recommendations backed by data. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to turn complex financial information into practical business guidance.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain financial models that support forecasting, budgeting, and long-range planning initiatives.</p><p>• Evaluate financial performance by reviewing results against forecasts, budgets, and prior periods to identify key drivers and emerging trends.</p><p>• Prepare recurring and on-demand analyses that help leadership make informed decisions on business priorities and resource allocation.</p><p>• Investigate variances in revenue, expenses, and profitability, and summarize findings in a clear and actionable manner.</p><p>• Gather, organize, and interpret large data sets to uncover meaningful insights and improve financial visibility.</p><p>• Collaborate with cross-functional stakeholders to develop reporting that supports business planning and operational performance reviews.</p><p>• Present financial findings and recommendations to management using concise summaries, dashboards, and supporting analysis.</p>
<p>We are looking for a Financial Reporting Analyst to join a Financial Services organization in Bellevue, Washington. This opportunity is well suited for someone early in their career who brings strong curiosity, careful attention to detail, and a solid foundation in accounting or finance. The role offers exposure to reporting, analysis, and data-driven problem-solving, with room for growth for someone eager to build technical and business insight.</p><p><br></p><p>Responsibilities:</p><p>• Prepare recurring and ad hoc financial reports that support business review, planning, and decision-making activities.</p><p>• Examine financial results, identify meaningful variances, and communicate key trends to stakeholders in a clear and organized manner.</p><p>• Perform data analysis by gathering information from multiple sources, validating accuracy, and turning findings into actionable insights.</p><p>• Build and maintain analytical models that help explain performance, forecast outcomes, and support reporting needs.</p><p>• Partner with accounting, finance, and business teams to improve reporting quality and streamline analysis workflows.</p><p>• Use business intelligence and data preparation tools, including Power BI or Alteryx when applicable, to enhance reporting efficiency and visibility.</p><p>• Investigate discrepancies in financial data and resolve issues through careful review, reconciliation, and follow-up.</p><p>• Contribute to process improvements and support changes in reporting methods or systems as business needs evolve.</p><p><br></p><p>The salary range for this position is $80,000 to $85,000.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>Life and AD&D Insurance</p><p>STD/LTD</p><p>401k with 6% match</p><p>3 weeks PTO</p><p>10 paid holidays</p>
<p>We are looking for a Senior Financial Reporting Analyst to join our client's team and contribute to accurate, timely, and insightful external and internal financial reporting. This hybrid role is well suited for an accountant who combines strong technical knowledge with sound analytical judgment and a proactive approach to continuous improvement. The ideal candidate will bring public accounting or audit experience, a sharp eye for detail, and the ability to work effectively across reporting, compliance, and leadership support activities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and coordinate periodic external filings, including annual, quarterly, and current reports, while helping ensure compliance with applicable reporting standards and deadlines.</p><p>• Evaluate accounting matters related to recurring and non-routine transactions, and develop clear documentation to support financial statement conclusions.</p><p>• Manage accounting activities in selected technical areas such as debt and equity-based compensation as part of the monthly and quarterly close process.</p><p>• Develop, perform, and maintain internal control procedures that support a strong compliance framework and reliable financial reporting.</p><p>• Produce financial statements, supporting schedules, reconciliations, and detailed tie-out documentation for reporting deliverables.</p><p>• Create recurring and ad hoc management reports that provide leadership with meaningful financial information and performance insights.</p><p>• Analyze actual financial results against forecasts or plans and identify notable trends, risks, or variances.</p><p>• Partner with internal and external auditors by supplying requested workpapers, account support, and control evidence for assigned areas.</p>
<p>We are seeking a highly motivated<strong> Finance Business Partner</strong> to support financial planning, forecasting, reporting, and operational analysis in a fast-paced, project-based environment. This is <strong>not just a reporting role</strong>—this person will partner with operations on a daily basis, working closely with leaders across the business to provide financial insight, support decision-making, and help drive performance. This position is <strong>on-site</strong> in <strong>Greensboro, NC</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with operations and business leaders to provide financial analysis and actionable insights</li><li>Support monthly revenue recognition and margin analysis across customers, projects, and cost areas</li><li>Prepare weekly and monthly reporting on key financial and operational metrics, including revenue, P&L, cash flow, AR, WIP, headcount, and utilization</li><li>Analyze actual results against budget, forecast, and prior year</li><li>Support annual budgeting and monthly forecasting/reforecasting processes</li><li>Build and maintain financial models, dashboards, and management reports</li><li>Ensure data accuracy across ERP and reporting systems</li><li>Prepare ad hoc analysis for leadership and strategic initiatives</li></ul>
We are looking for a Senior Financial Analyst to support strategic planning and financial decision-making for a growing organization in Charlotte, North Carolina. This role will partner with business leaders to evaluate performance, identify trends, and deliver insights that improve profitability. The ideal candidate brings strong FP&A experience, sharp analytical skills, and a solid understanding of pricing and margin performance within a services-oriented environment.<br><br>Responsibilities:<br>• Develop financial models and forecasting tools to support budgeting, planning, and long-range business decisions.<br>• Analyze operating results against forecasts and budgets, highlighting key drivers behind variances and recommending corrective actions.<br>• Partner with cross-functional stakeholders to assess pricing strategies, margin performance, and overall business profitability.<br>• Prepare recurring and ad hoc financial reports that translate complex data into clear, actionable insights for leadership.<br>• Use data analysis techniques to identify trends, risks, and opportunities that influence revenue and expense performance.<br>• Support monthly and quarterly planning cycles by consolidating inputs, validating assumptions, and improving reporting accuracy.<br>• Evaluate business performance across service lines or functions to help leadership make informed operational and investment decisions.
We are looking for a Sr. Financial Analyst to join a Financial Services team in Buffalo, New York, supporting transaction-focused financial analysis and reporting. In this role, you will evaluate company performance, translate financial findings into clear business insights, and contribute to materials used by decision-makers during active deals. This position offers the opportunity to work closely with senior professionals while helping clients navigate both buy-side and sell-side engagements.<br><br>Responsibilities:<br>• Examine financial records and operating results to evaluate earnings trends and determine sustainable profitability.<br>• Develop quality of earnings analyses, including normalized revenue, adjusted EBITDA calculations, and assessments of working capital activity.<br>• Investigate unusual accounting activity and explain one-time items that may affect the interpretation of financial performance.<br>• Prepare concise presentation materials and written summaries tailored for executives and transaction stakeholders.<br>• Partner with senior team members to deliver accurate analysis, practical recommendations, and dependable support within tight deadlines.<br>• Contribute analytical support for clients involved in acquisitions, divestitures, and other strategic transaction processes.
<p><strong>Financial Analyst- Newington</strong></p><p><strong>Contact:</strong> Brittany Rizzo / [email protected]</p><p><strong>Reference ID:</strong> BR0013500646</p><p><br></p><p>Our client is a growing healthcare organization committed to delivering high-quality services while improving outcomes for the patients and communities we serve. They are looking for a talented Financial Analyst to join their finance team and help turn financial data into meaningful business insights.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Financial Analyst will support financial planning, reporting, forecasting, and analysis across the organization. This role will work closely with Finance and Accounting leadership as well as operational teams to analyze financial performance, identify trends and opportunities, and provide actionable insights to support business decisions. The ideal candidate is analytical, detail-oriented, and comfortable working with large amounts of financial data. Experience within healthcare, healthcare services, or another complex, regulated industry is highly preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze monthly financial reports, management reporting, and financial dashboards.</li><li>Assist with the annual budgeting and forecasting processes.</li><li>Analyze actual results compared to budget, forecast, and prior-year performance and investigate significant variances.</li><li>Develop financial models and analysis to support strategic and operational decision-making.</li><li>Monitor key financial and operational metrics and identify trends, risks, and opportunities.</li><li>Partner with department leaders to understand financial performance and provide meaningful analysis.</li><li>Assist with revenue, expense, profitability, and productivity analysis.</li><li>Support financial planning related to new programs, services, investments, and business initiatives.</li><li>Prepare presentations and reporting materials for senior management.</li><li>Maintain and improve financial reporting tools, models, and processes.</li><li>Assist with ad hoc financial analysis and special projects as needed.</li><li>Ensure data integrity and accuracy across financial reports and analyses.</li></ul>
<p>We are looking for a Senior Financial Analyst to support business performance across the Aftermarket Repair and U.S. Marine & Construction operations in Houston, Texas. This position plays a central role in planning, forecasting, reporting, and decision support by translating financial results into clear business insights. The ideal candidate will work closely with operational leaders to evaluate performance, identify opportunities, and strengthen financial discipline across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Act as the lead finance partner for the Houston, Texas oil and gas services and manufacturing business segments, providing guidance to operational and leadership teams.</p><p>• Evaluate monthly results by comparing actual performance against budget, forecast, and prior-year figures, and highlight key business drivers.</p><p>• Build and manage annual budgets, periodic forecasts, and longer-term financial outlooks to support planning activities.</p><p>• Create financial models and scenario analyses that inform strategic choices, operational planning, and investment decisions.</p><p>• Review revenue, margins, operating costs, working capital, and overall profitability to deliver practical recommendations for improvement.</p><p>• Work with cross-functional teams to surface financial risks, uncover performance opportunities, and support cost optimization efforts.</p><p>• Prepare recurring business review materials, management reporting packages, and executive-level presentations for leadership discussions.</p><p>• Support pricing decisions, capital spending reviews, and business case development through detailed financial analysis.</p><p>• Improve reporting and planning workflows by refining processes and increasing efficiency across finance and operations.</p><p>• Assist with revenue recognition, audit support, compliance requirements, and other special financial projects as needed.</p>
<p>Our client is looking for a Senior Operations Analyst to join their team in Baltimore, Maryland. The ideal candidate will bring a strong analytical mindset and a detail-oriented approach to financial reporting and operational analysis. This role offers the opportunity to work across multiple departments, including finance, sales, and operations, and contribute to our dynamic and collaborative culture.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to create dashboards, forecasts, and sales performance reports that support business decisions.</p><p>• Utilize advanced Microsoft Excel techniques to manage and interpret large datasets effectively.</p><p>• Collaborate with finance, sales, and operations teams to address cross-functional challenges and improve processes.</p><p>• Provide ad hoc financial analysis to support strategic initiatives and operational improvements.</p><p>• Maintain clear and precise communication with stakeholders across various departments.</p><p>• Assist in the development and refinement of performance metrics and reporting standards.</p><p>• Adapt to a fast-paced environment by managing multiple priorities and responsibilities.</p><p>• Support the implementation or transition to new systems, including Microsoft Dynamics and other related platforms.</p><p>• Ensure data accuracy and integrity in all reporting and analysis tasks.</p><p>• Contribute to a positive and engaging workplace culture while driving continuous improvement.</p>
We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in preparing detailed financial analyses, supporting reporting initiatives, and delivering actionable insights to guide decision-making. This position offers the opportunity to collaborate across various departments and contribute to the firm’s overall financial operations.<br><br>Responsibilities:<br>• Develop comprehensive financial reports and analyses using accounting systems, report-writing tools, and Microsoft Excel.<br>• Assist with preparing monthly, quarterly, and annual management reports, financial statement reviews, and ad-hoc analyses.<br>• Collaborate with internal teams to complete high-priority external surveys and deliver accurate data.<br>• Partner with the FP&A leadership team to understand priorities and provide guidance to entry level analysts.<br>• Lead and manage ad hoc projects from inception to completion, ensuring timely and successful delivery.<br>• Gain a deep understanding of the firm’s financial systems and operations to act as a subject matter expert.<br>• Leverage tools such as Excel, Power Query, and Tableau to generate accurate and actionable financial insights.<br>• Perform additional tasks as assigned to support the team’s objectives.
<p>Robert Half is recruiting for an interim Data analytics/ SFA consultant to help our Education client with management level KPIs and dashboards. The SFA consultant will develop a comprehensive HR scorecard dashboard using data exported from the client's HRIS and related systems. The consultant will build executive reporting, automate dashboard updates where possible, document processes, and train a designated internal employee to assume ongoing ownership and maintenance of the reporting environment upon project completion. This opportunity will be located hybrid schedule in Redlands, CA. </p><p><br></p><p>Responsibilities</p><p>Design and develop executive HR dashboards and scorecards.</p><p>Consolidate and analyze HR data provided by the client through standard report exports.</p><p>Create reporting and analytics related to:</p><p>Headcount and workforce trends</p><p>Turnover and retention</p><p>Recruiting and hiring metrics</p><p>Compensation and workforce costs</p><p>Diversity and inclusion metrics</p><p>Employee engagement</p><p>Attendance and overtime</p><p>Learning and development</p><p>Develop KPI calculations and reporting standards.</p><p>Create visually effective dashboards using Power BI, Tableau, or similar reporting tools.</p><p>Validate data accuracy and ensure consistency of reporting metrics.</p><p>Document dashboard processes, KPI definitions, and reporting procedures.</p><p>Create user guides and training materials.</p><p>Train and mentor a designated employee to manage reports, refresh data, maintain dashboards, and perform ongoing analysis.</p><p>Provide knowledge transfer and transition support through project completion.</p><p><br></p><p>Dashboard reports will include:</p><p>Executive HR Scorecard Dashboard</p><p>Workforce Analytics Dashboard</p><p>KPI Definitions and Reporting Standards</p><p>Process Documentation</p><p>User Training Materials</p><p>Knowledge Transfer Plan</p><p><br></p><p><br></p><p>Qualifications</p><p>Experience building HR analytics and workforce reporting dashboards. ( must have) </p><p>Advanced Power BI, Tableau, or similar business intelligence expertise.</p><p>Strong Excel and data analysis skills.</p><p>Experience reporting on headcount, turnover, retention, recruiting, compensation, and workforce metrics.</p><p>Ability to translate business requirements into meaningful executive reporting.</p><p>Excellent documentation, training, and knowledge transfer capabilities.</p><p>Project Success Criteria</p>
<p>Ricky Pasquet with Robert Half Finance & Accounting Permanent Placement is recruiting for an experienced Sr. Financial Analyst. This is a hybrid role that will require you to be in the office 2-3 days per week. In this role, you will turn complex financial and operational data into meaningful insights that support planning, performance improvement, and strategic decision-making. This position partners closely with cross-functional leaders in a manufacturing environment to strengthen reporting, forecasting, and business visibility. You will also help build practical tools and processes that improve financial discipline and support continued growth.</p><p><br></p><p>Responsibilities:</p><p>• Interpret historical results, current performance, and forward-looking scenarios to evaluate business trends and highlight risks and opportunities.</p><p>• Partner with operational and functional leaders to uncover initiatives that improve profitability, strengthen cash flow, and support strategic priorities.</p><p>• Create and refine financial models, dashboards, and reporting tools that enhance budgeting, forecasting, and variance analysis.</p><p>• Translate financial findings into clear recommendations that help teams improve execution and meet business objectives.</p><p>• Review capital spending proposals and depreciation impacts, and prepare supporting analysis for investment and funding decisions.</p><p>• Monitor market and industry benchmarks to inform scenario planning and guide strategic recommendations.</p><p>• Contribute to process documentation, standard work, and continuous improvement efforts that reinforce internal controls and finance operations.</p><p>• Assist with monthly close activities and deliver ad hoc reporting and analysis as business needs arise.</p>
<p>We are looking for an experienced financial analyst to support manufacturing operations in Wisconsin by turning plant performance data into clear business insight. This role partners closely with site leadership to strengthen profitability, improve cash performance, and provide meaningful analysis across cost, inventory, and operational metrics. The ideal candidate brings strong analytical judgment, communicates financial results effectively, and helps guide decisions that improve overall plant performance.</p><p><br></p><p>Responsibilities:</p><p>• Partner with plant leaders to identify opportunities that improve cost efficiency, strengthen cash performance, and support revenue and margin goals.</p><p>• Take ownership of the excess and obsolete inventory review process, recommending actions that improve controls and reduce exposure.</p><p>• Produce recurring daily, weekly, and monthly reporting that tracks performance across safety, quality, delivery, cost, and cash indicators.</p><p>• Oversee inventory and fixed asset reporting for the site, ensuring data accuracy, thorough review, and reliable financial visibility.</p><p>• Build and refine analytical models that provide deeper insight into manufacturing costs, including material usage, conversion expenses, productivity, and value stream results.</p><p>• Interpret plant and value stream financial outcomes for leadership, presenting results in a concise way that supports performance tracking and decision-making.</p><p>• Explain financial variances by isolating key drivers such as volume, product mix, inflation, and productivity, while supporting understanding of percentage-of-completion revenue recognition.</p><p>• Analyze cost center spending against budget, highlight developing trends, and identify the underlying factors influencing performance.</p><p>• Contribute to and lead cross-functional improvement initiatives designed to enhance operational and financial results within the plant.</p><p><br></p>
We are looking for an experienced Sr. Financial Analyst to support strategic and operational decision-making through insightful financial evaluation and reporting. This role will play a key part in interpreting performance trends, building forecasting tools, and delivering actionable recommendations to business leaders in Baytown, Texas. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear financial insights.<br><br>Responsibilities:<br>• Develop detailed financial models to support budgeting, forecasting, long-range planning, and business scenario evaluations.<br>• Examine operating results and key financial metrics to identify trends, explain performance fluctuations, and highlight risks or opportunities.<br>• Prepare variance reviews that compare actual results against budgets, forecasts, and prior periods, then communicate findings to stakeholders.<br>• Conduct specialized financial studies and ad hoc analyses to assist leadership with planning, investment, and operational decisions.<br>• Gather, organize, and interpret large data sets using analytical techniques that improve reporting accuracy and business insight.<br>• Partner with cross-functional teams to provide financial guidance, strengthen planning processes, and support performance management efforts.<br>• Create concise reports and presentations that translate quantitative findings into meaningful recommendations for leadership.<br>• Monitor financial performance drivers and contribute to continuous improvement in analytical methods, reporting tools, and forecasting approaches.
<p>Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support.</p><p><br></p><p>The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability.</p><p><br></p><p>For confidential consideration or additional information, please contact: <strong>Robyn Rosemon 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.</p><p>• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.</p><p>• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.</p><p>• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.</p><p>• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.</p><p>• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.</p><p>• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.</p><p>• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.</p><p>• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.</p>
We are looking for a Senior Financial Analyst to join a high-performing finance team in Pennsylvania. In this role, you will work closely with operations leaders and senior management to deliver planning support, performance insights, and financial guidance that shape business decisions. This opportunity is well suited for someone in finance who enjoys combining analytical depth with cross-functional partnership in a manufacturing setting.<br><br>Responsibilities:<br>• Develop a strong command of the company’s operating model, product portfolio, and key financial drivers to improve analysis and recommendations.<br>• Collaborate with plant and business leaders to evaluate performance trends, model scenarios, and support informed decision-making.<br>• Interpret operating and financial data to identify meaningful trends, explain business results, and recommend practical actions.<br>• Monitor key performance indicators, investigate variances against budget and forecast, and prepare concise monthly performance commentary.<br>• Assess the financial impact of cost improvement initiatives and track results against expected savings.<br>• Create monthly reporting packages and presentation materials for leadership, highlighting risks, opportunities, and emerging priorities.<br>• Contribute to the annual budgeting and forecasting cycle through detailed analysis, forecasting support, and executive-ready presentations.<br>• Support product cost updates, capital investment evaluations, and business cases tied to process improvements, new offerings, capacity needs, or acquisition activity.<br>• Build and maintain financial models and deliver ad hoc analysis to support strategic and operational initiatives across the organization.
<p>Our client, a growing construction company, is seeking a <strong>Senior Financial Analyst</strong> to join their team in an <strong>in-office role</strong>. This position is ideal for an analytical finance professional who can support strategic decision-making through strong financial reporting, forecasting, and data analysis. <strong>Construction industry experience is preferred but not required</strong>, and experience with <strong>WIP reporting</strong> is strongly preferred.</p><p>Key Responsibilities</p><ul><li>Prepare and analyze financial reports, forecasts, budgets, and variance analyses</li><li>Support monthly, quarterly, and annual financial planning processes</li><li>Develop and maintain financial models to support business decisions and operational planning</li><li>Analyze project and company performance, identifying trends, risks, and opportunities</li><li>Assist with <strong>WIP reporting</strong> and project-based financial analysis</li><li>Partner with leadership and operations teams to provide actionable financial insights</li><li>Create and improve dashboards, reporting tools, and ad hoc analysis</li><li>Support month-end close and assist with management reporting as needed</li><li>Use advanced Excel tools and data modeling techniques to streamline reporting and improve analysis</li></ul><p>Qualifications</p><ul><li>Bachelor’s degree in <strong>Accounting or Finance</strong> preferred</li><li><strong>Construction experience preferred but not required</strong></li><li><strong>WIP reporting experience strongly preferred</strong></li><li><strong>Advanced Excel skills required</strong></li><li><strong>Strong data modeling experience required</strong></li><li>Experience with <strong>Claude AI</strong> is a plus</li><li>Strong analytical, problem-solving, and communication skills</li><li>Ability to work effectively in a fast-paced, deadline-driven environment</li></ul><p>For immediate consideration regarding the Senior Financial Analyst position, please send your resume to Molly Helfer Waldman. You can also message me on LinkedIn at Molly Helfer Waldman to send me your resume directly. My email is also located on LinkedIn.</p>
<p>We are looking for an experienced Sr. Financial Analyst to support a large-scale finance transformation initiative. In this role, you will provide strategic financial expertise, guide cross-functional alignment, and help shape consistent Record to Report processes across multiple regions. This position is ideal for someone who combines strong analytical capability with project leadership, change management experience, and the ability to influence decisions in a complex global environment.</p><p><br></p><p>For Immediate Interview Contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Lead finance workstreams tied to a global enterprise implementation, helping define priorities, coordinate execution, and support timely delivery across regions.</p><p>• Partner with business, finance, and operational teams to assess impacted processes, document current and future-state workflows, and promote standardized ways of working.</p><p>• Guide regional subject matter experts by aligning activities, clarifying local requirements, and ensuring key deliverables are completed effectively.</p><p>• Support program governance by preparing updates, contributing to status meetings, and participating in change control and decision-making forums.</p><p>• Perform in-depth financial and operational analysis to identify harmonization opportunities and recommend practical process improvements.</p><p>• Work closely with Finance, IT, and external implementation partners to maintain alignment on objectives, milestones, dependencies, and expected outcomes.</p><p>• Monitor program risks and issue areas, develop mitigation plans, and escalate critical concerns when resolution is needed.</p><p>• Drive continuous improvement efforts by applying leading practices, reviewing performance indicators, and strengthening end-to-end finance processes.</p><p>• Present complex findings and recommendations in a clear, accessible manner to senior leaders and business stakeholders.</p>
<p>We are looking for an experienced Sr. Financial Analyst to support commercial and sales-focused financial planning and analysis in Asheville, North Carolina. This Long-term Contract position will partner closely with sales, marketing, and business leadership to strengthen forecasting, improve financial visibility, and guide decisions that support profitable growth. The role combines strong analytical capability with business partnership skills to evaluate performance, manage budgets, and provide insight across multiple business areas.</p><p><br></p><p>Responsibilities:</p><p>• Develop revenue forecasts and financial outlooks by analyzing sales trends, market activity, and operational performance.</p><p>• Monitor results against budget and forecast, explain key variances, and deliver meaningful reporting to leadership on a regular basis.</p><p>• Evaluate product and customer profitability to identify margin improvement opportunities and support stronger commercial decisions.</p><p>• Partner with sales representatives and cross-functional stakeholders to improve pricing, incentives, and overall financial performance.</p><p>• Administer and analyze sales commission and bonus programs to ensure accuracy and alignment with business objectives.</p><p>• Provide quarterly and annual financial reporting that highlights top-line performance, risks, opportunities, and actionable recommendations.</p><p>• Act as a finance lead for sales and marketing spend by tracking plans, controlling costs, and supporting budget accountability.</p><p>• Support financial oversight for multiple business units, including profit and loss analysis and ad hoc performance reviews.</p>