<p>We are looking for an experienced SEC Reporting Manager to join our client's team in Oregon. This long-term contract position offers an exciting opportunity to contribute to the preparation and review of financial reports while ensuring compliance with SEC regulations. The ideal candidate will bring a strong understanding of financial reporting processes and a proactive approach to managing external auditor requests.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review quarterly and annual SEC filings, including 10-Q and 10-K reports.</p><p>• Collaborate with external auditors to address disclosure checklists and provide tie-out support.</p><p>• Manage and update financial reporting tools, ensuring accuracy in formatting and language.</p><p>• Support the preparation of footnotes and other detailed financial disclosures.</p><p>• Address and resolve comments related to SEC filings, ensuring compliance with regulatory standards.</p><p>• Review tagging performed by internal teams and provide constructive feedback.</p><p>• Ensure timely and accurate population of financial data within reporting systems.</p><p>• Maintain strong communication with external auditors and internal stakeholders throughout the reporting process.</p><p>• Identify opportunities for process improvements within the financial reporting workflow.</p><p>• Provide expertise and guidance on SEC regulations and reporting requirements.</p>
<p>The Director of Cost Analysis is responsible for overseeing the organization's financial management with a strong emphasis on cost containment. This role involves developing and executing cost control strategies, tracking expenditures, analyzing financial data, identifying opportunities for improvement, and collaborating across departments to drive efficient operations. The Director plays a key role in enhancing financial performance and boosting overall profitability.</p><p>Key Responsibilities</p><p>• Establish and prioritize strategic initiatives focused on cost efficiency by designing roadmaps and actionable plans; provide guidance on opportunities to reduce costs or increase revenues.</p><p>• Facilitate cross-functional workshops, design thinking, and ideation sessions to uncover operational expense (OPEX) savings and revenue growth opportunities across commercial, operations, equipment, and other departments.</p><p>• Conduct in-depth studies, operational forecasting, and financial modeling, complemented by research and site visits to terminals and depots to support optimization recommendations.</p><p>• Maintain and develop a pipeline of projects aligned with the AGILITY program aimed at achieving unit cost reductions and additional revenue generation.</p><p>• Champion the adoption of best practices for optimization across different areas and regions.</p><p>• Continuously evaluate and challenge existing proposals to drive further improvements.</p><p>• Perform miscellaneous related duties and special projects as assigned.</p><p>Qualifications & Skills</p><p>• Experience or involvement in shipping, logistics, or supply chain projects preferred.</p><p>• Training or practical knowledge in design thinking, collaborative leadership, and business innovation.</p><p>• Proficiency in business analytics, change management, and leading cross-functional initiatives.</p><p>• Familiarity with Lean Six Sigma or similar process improvement methodologies preferred.</p><p>• Advanced proficiency in Microsoft Office and data visualization tools.</p><p>• Excellent oral and written communication skills, including strong presentation capabilities.</p><p>• Exceptional analytical and problem-solving skills.</p><p>• Ability to work both independently and collaboratively within teams.</p><p>• Strong sense of accountability and focus on delivering results.</p><p>• Skilled in prioritizing and managing multiple tasks simultaneously.</p><p>Education</p><p>• Required: Bachelor’s degree (BA) from an accredited institution.</p><p>• Preferred: Master’s degree or MBA in logistics, supply chain, industrial engineering, or a related field.</p><p>Experience</p><p>5 to 10 years of relevant professional experience</p>
We are looking for an experienced Treasury Analyst/Assistant Treasurer to join our team in Minneapolis, Minnesota. In this role, you will be responsible for establishing and enhancing the treasury function within our organization. This position involves close collaboration with multiple departments and direct reporting to the Corporate Controller, offering a dynamic and impactful opportunity.<br><br>Responsibilities:<br>• Develop and implement a robust treasury function tailored to the organization's needs.<br>• Manage cash flow forecasting and ensure accurate and timely financial reporting.<br>• Collaborate with cross-functional teams across five or more departments to optimize treasury processes.<br>• Oversee global treasury activities, ensuring compliance with international standards and regulations.<br>• Provide strategic recommendations to improve liquidity management and financial efficiency.<br>• Work closely with the Corporate Controller to align treasury strategies with organizational goals.<br>• Monitor and assess financial risks, implementing strategies to mitigate potential challenges.<br>• Support corporate financial planning by delivering insights on cash management and investment opportunities.<br>• Establish processes and controls to ensure the security and efficiency of financial transactions.
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>For immediate consideration, please see Tony Bilden's Linked In contact info:</p><p><br></p><p>We are looking for an experienced Financial Analyst to join our team in Houston, Texas. The ideal candidate will play a crucial role in supporting financial decision-making through detailed analysis, reporting, and forecasting. This position is perfect for someone who thrives in a fast-paced environment and excels at interpreting complex financial data.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models to support strategic planning and decision-making.</p><p>• Perform variance analysis to identify trends and discrepancies in financial performance.</p><p>• Collaborate with cross-functional teams to streamline budgeting and forecasting processes.</p><p>• Utilize NetSuite and other financial systems to generate accurate and timely reports.</p><p>• Prepare detailed financial reports using technology tools to inform stakeholders.</p><p>• Assist in the development and execution of long-term financial strategies.</p><p>• Conduct in-depth financial planning and analysis (FP& A) to evaluate business performance.</p><p>• Ensure compliance with internal and external financial policies and regulations.</p><p>• Provide actionable insights to improve operational efficiency and profitability.</p><p>• Analyze data to support investment decisions and business growth opportunities.</p>
We are looking for a skilled Financial Analyst to join our team in Fishers, Indiana. In this long-term contract role, you will play a pivotal part in analyzing financial data, identifying trends, and supporting decision-making processes. This position is ideal for someone with a strong background in financial modeling and data analysis who thrives in a detail-oriented environment.<br><br>Responsibilities:<br>• Analyze and interpret large data sets to provide actionable insights and recommendations.<br>• Develop and maintain financial models to support business planning and forecasting.<br>• Perform variance analysis to identify trends and discrepancies in financial performance.<br>• Create detailed reports and presentations for stakeholders, highlighting key findings.<br>• Utilize advanced Excel formulas and data mining techniques to streamline data manipulation.<br>• Conduct ad hoc financial analyses to address specific business questions and challenges.<br>• Collaborate with cross-functional teams to gather and validate financial data.<br>• Ensure the accuracy and integrity of financial information in reports and dashboards.<br>• Monitor financial performance metrics and recommend strategies for improvement.
<p>This is a hybrid position. Work from home 2 days a week! Great benefits here too!!!!</p><p><br></p><p>Chris Preble is working with a Horseheads, NY employer to find a Financial Planning & Analysis Manager to join their growing team. </p><p>The position combines strategic planning, advanced analysis, and leadership responsibilities within a dynamic environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Help lead the development and execution of annual budgets, forecasts, and long-range financial plans.</li><li>Help create and maintain financial models to support strategic initiatives and decision-making.</li><li>Analyze performance across multiple business areas and prepare clear, actionable insights for leadership.</li><li>Present recommendations that inform business strategy and resource allocation.</li><li>Manage complex projects, including integrations, restructuring, and process improvements.</li><li>Collaborate with cross-functional teams to enhance financial systems, reporting, and analytical capabilities.</li><li>Ensure adherence to financial regulations and reporting standards.</li><li>Drive continuous improvement efforts to optimize planning and analysis processes.</li></ul>
<p>Our client in the Lower Fairfield, CT area has an opening for a Treasury Manager. The Treasury Manager will oversee critical treasury functions, including cash management, liquidity planning, and forecasting. This position offers a hybrid work arrangement, with three days a week on-site. Consulting and/or Consulting to Potential Full Time.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, ensuring optimal utilization of financial resources.</p><p>• Oversee liquidity planning and implement strategies to maintain adequate cash flow.</p><p>• Develop and maintain accurate cash forecasting models to support financial planning.</p><p>• Assist in preparing regulatory reports to ensure compliance with banking regulations.</p><p>• Collaborate with internal teams to address treasury-related needs and challenges.</p><p>• Utilize advanced Excel skills to analyze and present financial data effectively.</p><p>• Ensure adherence to industry best practices in treasury and cash management.</p><p>• Identify opportunities to improve processes and enhance operational efficiency.</p><p>• Provide insights and recommendations on liquidity risk management strategies.</p><p>• Support the Chief Accounting Officer with ad hoc treasury projects as required.</p><p><br></p><p>If you are interested in this opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Treasury Manager" </p>
<p>Well respected Public Accounting Firm with a 35+ year history in the Andover area with an excellent reputation is looking to hire a Tax Manager. This person will be part of 15-person team reporting into the managing principal getting involved with all aspects of taxes servicing their clients. This includes compliance and consulting services on multiple client engagements from start to finish, which includes planning, executing, directing, and completing tax projects. BS Degree required, CPA, MST preferred with 5-10+ years of tax experience in the public or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great opportunity for a Tax Professional looking to join team friendly collaborative work environment, work/life balance culture and offers remote flexibility. If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn. </p><p> </p>
<p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
We are looking for an experienced Financial Analyst to join our team in Folsom, California. In this role, you will leverage your expertise to analyze complex financial data, create insightful reports, and support strategic decision-making processes. This is a long-term contract position offering an opportunity to work closely with various departments and contribute to impactful budgeting efforts.<br><br>Responsibilities:<br>• Consolidate budget spreadsheets from multiple California State departments and perform detailed analyses.<br>• Develop dynamic Power BI reports to present financial insights effectively.<br>• Monitor and evaluate budget variances by comparing actuals against forecasts.<br>• Assess legislation to determine potential budgetary implications.<br>• Integrate data from Access reports to generate comprehensive executive-level summaries.<br>• Collaborate with department heads to forecast budgetary requirements and provide access to relevant financial information.<br>• Conduct in-depth financial modeling and variance analysis to support operational goals.<br>• Utilize advanced data mining techniques to uncover actionable insights from complex datasets.<br>• Provide ad hoc financial analysis to support leadership in strategic planning.
<p>We are seeking a skilled Controller for a local state department client. This leadership role involves managing accounting operations, financial reporting, budget oversight, internal controls, compliance, and process improvement initiatives. The ideal candidate will have strong financial expertise, exceptional analytical skills, and the ability to collaborate across departments to support organizational goals. Public sector experience is preferred.</p><p><br></p><p>CORE Software is required. Strong Excel skills and familiarity with budgeting/reporting tools (e.g., Adaptive Insights, Tableau) are also highly desired.</p>
<p>Jamie Benway with Robert Half is looking for a skilled Financial Analyst to join our team in Portland, Oregon. This role involves conducting detailed financial analyses to support decision-making and improve organizational performance. The ideal candidate will have a strong background in financial modeling and a passion for delivering actionable insights.</p><p><br></p><p>Responsibilities:</p><p>• Perform comprehensive financial analyses to identify trends and provide actionable recommendations.</p><p>• Develop and maintain financial models to support strategic planning and forecasting.</p><p>• Conduct ad hoc financial analyses to address specific business needs and challenges.</p><p>• Collaborate with cross-functional teams to gather relevant data for effective analysis.</p><p>• Prepare detailed reports and presentations to communicate findings to stakeholders.</p><p>• Monitor financial performance and highlight opportunities for cost optimization.</p><p>• Assist in budgeting and forecasting processes to ensure alignment with organizational goals.</p><p>• Evaluate financial risks and propose strategies to mitigate them.</p><p>• Support the implementation and optimization of financial systems and tools.</p><p>• Contribute to the continuous improvement of financial processes and efficiencies.</p><p><br></p><p>Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013259583</p><p><br></p>
We are looking for an experienced Financial Analyst/Manager to lead key financial planning and analysis activities for our organization. This role requires a strategic thinker with a strong background in financial modeling and a proven track record of managing budgets and variance analysis. Based in Houston, Texas, this is a great opportunity to contribute to high-impact financial decisions.<br><br>Responsibilities:<br>• Develop and implement comprehensive financial models to support strategic decision-making.<br>• Oversee the preparation and management of annual budgets, ensuring alignment with organizational goals.<br>• Conduct detailed variance analysis to identify trends, risks, and opportunities.<br>• Collaborate with cross-functional teams to streamline and enhance budgeting processes.<br>• Provide accurate financial forecasts and reports to guide executive decision-making.<br>• Analyze financial performance and recommend actionable strategies for improvement.<br>• Ensure compliance with financial regulations and internal policies.<br>• Lead initiatives to improve financial processes and tools, driving efficiency and accuracy.<br>• Mentor and guide less experienced financial team members to enhance overall team capability.
We are looking for a skilled Financial Analyst to join our team in Houston, Texas. In this role, you will leverage your expertise in financial modeling and analysis to guide strategic decision-making and support organizational goals. This position requires someone with strong attention to detail, capable of interpreting complex data and delivering actionable insights.<br><br>Responsibilities:<br>• Develop and implement comprehensive financial models to support forecasting and strategic planning.<br>• Conduct detailed variance analyses to identify trends, discrepancies, and areas for improvement.<br>• Perform ad hoc financial analyses to address specific business questions and provide timely insights.<br>• Utilize data mining techniques to extract and interpret financial data for informed decision-making.<br>• Collaborate with cross-functional teams to ensure alignment on financial strategies and objectives.<br>• Prepare detailed reports and presentations to communicate findings to stakeholders.<br>• Monitor key financial metrics and provide recommendations for enhancing performance.<br>• Evaluate market conditions and their impact on organizational financial outcomes.<br>• Assist in budgeting and financial planning processes to support overall business goals.
<p>We are looking for an experienced tax specialist to join our team. This is located in the far western suburbs. This role can be hybrid and possibly remote. In this role, you will oversee and manage tax strategies, compliance, and reporting to ensure the organization meets its financial and regulatory obligations. This position offers the opportunity to contribute to critical business decisions while collaborating with cross-functional teams. Salary up to $125K. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690. </p><p><br></p><p>Responsibilities:</p><p>• Develop and implement effective tax strategies to optimize financial outcomes.</p><p>• Ensure compliance with local, state, and federal tax regulations.</p><p>• Prepare and review accurate tax filings and documentation.</p><p>• Conduct thorough analysis of tax implications for business decisions and transactions.</p><p>• Collaborate with external auditors and regulatory authorities as needed.</p><p>• Monitor changes in tax laws and provide updates to relevant stakeholders.</p><p>• Utilize Microsoft Excel to analyze financial data and create detailed reports.</p><p>• Lead and mentor less experienced team members to enhance their growth.</p><p>• Identify opportunities for process improvements within the tax function.</p><p>• Manage special projects related to tax planning and reporting.</p>
<p>Our client is looking for an experienced Finance Manager who has a background in designing executing, and optimizing, customer rebate and incentive programs. This role is newly created due to growth and will be pivotal in driving growth. The ideal candidate will collaborate across departments to provide advanced financial insights and shape scalable, impactful programs.</p><p><br></p><p><strong><u>Role is in office, candidates must be commutable to Orange County, NY.</u></strong></p><p><br></p><p><strong><u>Qualified pricing and incentive program driven finance candidates can apply directly to Joe.Ciavardini@RobertHalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and optimize rebate and incentive programs to support revenue growth and margin management.</p><p>• Conduct detailed financial analysis to evaluate program performance and identify opportunities for improvement.</p><p>• Collaborate with Finance, Sales, and Pricing teams to align strategies with profitability and scalability goals.</p><p>• Manage customer relationships to ensure financial objectives are met and foster long-term partnerships.</p><p>• Lead and guide a financial sales team, ensuring alignment with organizational goals.</p><p>• Ensure compliance with regulatory requirements and internal policies in all financial operations.</p><p>• Oversee key accounting processes, including contract pricing and customer pricing analysis.</p><p>• Utilize advanced analytics to assess business performance and inform strategic decision-making.</p><p>• Set and monitor financial targets, working closely with cross-functional teams to achieve shared objectives.</p>
<p><strong>Investment Banking Client Services Analyst</strong></p><p>Fort Worth, TX (Hybrid)</p><p>Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail.</p><p>Key Duties:</p><ul><li>Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts.</li><li>Oversee cash flow documentation, resolving investor queries swiftly.</li><li>Partner with third-party admins for subscriptions, redemptions, AML/KYC.</li><li>Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers.</li><li>Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance.</li></ul><p>Qualifications:</p><ul><li>2-3 years in investment firm client support.</li><li>Stellar communication and organization.</li><li>CRM/MS Office savvy.</li></ul><p>Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! </p><p><br></p><p>The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!</p>
<p>Robert Half has frequent needs from our clients in the local area for skilled Financial Analysts. If you enjoy analyzing data, generating financial reports, and driving critical business decisions, this could be an exciting opportunity to leverage your expertise while connecting with top clients.</p>
<p>We are looking for a Credit Analyst to join our client’s team in Dayton, Ohio. This is a contract-to-permanent role, evaluating creditworthiness and supporting financial decision-making through detailed analysis of financial data. This position offers a dynamic environment where you can contribute your expertise and grow professionally. For immediate consideration, please apply online first, then contact our finance talent team at (937) 224-0600.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analyses of financial statements and credit reports to assess risk and recommend credit approvals.</p><p>• Evaluate and recommend credit extensions based on research and financial documentation.</p><p>• Monitor and manage customer accounts to ensure timely collections and address outstanding issues.</p><p>• Collaborate with internal teams to resolve disputes and maintain positive relationships with clients.</p><p>• Utilize alternative dispute resolution techniques to effectively handle credit-related conflicts.</p><p>• Prepare detailed reports and presentations for management, summarizing credit evaluations and findings.</p><p>• Stay updated on industry trends and regulations to ensure compliance and accuracy in credit assessments.</p><p>• Assist in the development and implementation of credit policies and procedures to optimize operations.</p><p>• Provide insights and recommendations to enhance credit strategies and minimize financial risks.</p>
<p>Looking to join a growing firm? Our client has taken on hundreds of clients and is in need of additional tax professionals!! Any level of experience from manager to staff level, we have an opportunity for you!! Southern NH!</p><p>If interested in exploring this firm? Connect with me on LINKEDIN....Casey Wiggin</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee the preparation and filing of various tax returns, including income tax and other direct or indirect taxes.</p><p>• Collaborate with the accounting team to implement effective tax strategies and policies.</p><p>• Ensure compliance with all tax regulations and deadlines, maintaining accuracy and attention to detail.</p><p>• Provide leadership and mentorship to team members, fostering a culture of excellence and growth.</p><p>• Utilize software tools such as Thomson-Reuters and CCH ProSystem Fx to streamline tax processes.</p><p>• Conduct annual income tax provisions and ensure proper documentation for corporate tax filings.</p><p>• Stay current with industry trends and updates to enhance tax planning and advisory services.</p><p>• Communicate effectively with clients and internal teams to clarify tax-related matters.</p><p>• Develop entrepreneurial strategies to improve processes and optimize client outcomes.</p><p>• Identify opportunities for process improvement and implement solutions to enhance efficiency.</p>
We are looking for an experienced FP& A Director to join a leading apparel manufacturing company in New York, New York. This is a contract position requiring a minimum commitment of two months, with the possibility of extension. The ideal candidate will possess a strong understanding of financial planning and analysis best practices, along with the ability to train and guide analysts at the entry level to achieve optimal performance.<br><br>Responsibilities:<br>• Oversee the financial planning and analysis processes, ensuring accuracy and efficiency in budgeting, forecasting, and reporting.<br>• Implement best practices and process improvements to enhance team productivity and financial performance.<br>• Provide mentorship and training to entry-level analysts, fostering their growth and ensuring high-quality outputs.<br>• Analyze and interpret financial data to deliver actionable insights for business decision-making.<br>• Collaborate with cross-functional teams to align financial strategies with company goals.<br>• Manage and refine annual budgeting processes to ensure transparency and accountability.<br>• Develop robust financial models to support strategic planning and operational initiatives.<br>• Communicate openly with team members, identifying and addressing potential issues proactively.<br>• Drive improvements in financial accuracy and reporting through methodical and process-oriented approaches.<br>• Leverage experience in retail or consumer goods to provide industry-specific insights and recommendations.
<p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
We are looking for a skilled Financial Analyst to join our team in Etna, Ohio. In this role, you will play a key part in analyzing financial data, creating models, and delivering actionable insights that support decision-making. Your expertise will contribute to identifying trends, optimizing performance, and driving strategic initiatives.<br><br>Responsibilities:<br>• Conduct in-depth financial analysis to evaluate company performance and identify trends.<br>• Develop and maintain financial models to support forecasting and budgeting processes.<br>• Perform ad hoc financial analyses to address specific business challenges or opportunities.<br>• Analyze variances between budgeted and actual figures, providing explanations and recommendations.<br>• Utilize data mining techniques to extract meaningful insights from large datasets.<br>• Collaborate with cross-functional teams to gather necessary financial information.<br>• Prepare detailed reports and presentations to communicate findings to stakeholders.<br>• Support strategic planning initiatives with data-driven recommendations.<br>• Continuously refine financial processes to improve accuracy and efficiency.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
