We are offering an exciting opportunity for a Senior Manager Financial Reporting in the Real Estate & Property industry located in Dallas, Texas. As a Senior Manager Financial Reporting, you will handle a variety of tasks related to financial reporting, cash flow analysis, and consolidation of financial statements. This role will involve close collaboration with finance leaders across different lines of business and geographical locations.<br><br>Responsibilities:<br>• Manage the preparation of quarterly and annual consolidated statements of cash flows.<br>• In charge of reviewing various consolidated schedules that support the consolidated financial statements and footnote disclosures.<br>• Actively collaborate with controllers and finance leaders in each line of business and geography to comprehend material transactions and other drivers underlying key schedules and reports.<br>• Handle the cash flow implications of M& A, equity transactions, hedge accounting, leases, and other technical areas.<br>• Enhance the process of preparing consolidated cash flow through effective use of existing technology and standardization of inputs.<br>• Assist with projects in adjacent areas of controllership and financial reporting.<br>• Engage with the internal audit function during the testing of internal controls over financial reporting.<br>• Act as a point of contact for external audit requests related to cash flow and other deliverables.<br>• Utilize various Accounting Software Systems, including ADP - Financial Services, BlackLine, EPS, and ERP - Enterprise Resource Planning.<br>• Manage various accounting functions, including accounts payable and auditing.<br>• Monitor and handle balance sheet accounts and budget processes.
<p>Our client is looking for a Senior Finance Manager to join our dynamic team in Bridgewater, New Jersey. This role is ideal for someone who thrives in a collaborative environment, has an entrepreneurial mindset, and is passionate about driving financial success for a start-up. The candidate will play a key role in overseeing financial operations, analyzing budgets, and contributing to strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and implementation of comprehensive financial models to support business decisions.</p><p>• Conduct in-depth financial analyses to identify trends and provide actionable insights.</p><p>• Oversee the preparation and management of annual budgets, ensuring alignment with organizational goals.</p><p>• Perform variance analysis to monitor financial performance and recommend adjustments as needed.</p><p>• Streamline budget processes to improve efficiency and accuracy.</p><p>• Lead monthly accounting and financial reporting. </p><p>• Oversee Accounts Payable and Purchasing functions</p><p>• Work with outside audit firm and consultants for all accounting matters.</p><p>• Utilize financial tools and systems, such as NetSuite, to optimize reporting and operations.</p><p>• Work with management team on M& A activities</p><p>• Work with tax firm on ASC 740 tax provisions and be able to guide investors on any tax related questions.</p>
<p>We are looking for a skilled Budget Manager to join our client's Finance team in Fort Worth, Texas. In this role, you will oversee financial planning and analysis activities, ensuring the effective management of operating and capital expenses. The ideal candidate will possess strong analytical abilities, excellent organizational skills, and a proven track record of managing budgets in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Managing budgeting, forecasting, and planning responsibilities for areas supporting the technology organization, with a strong emphasis on Business Partnering and value creation.</li><li>Building and supporting the financials for the tech organization and providing support to leaders at various levels.</li><li>Developing processes, models, and reports to accurately monitor and forecast expenses.</li><li>Performing balance sheet accruals, month-end close processes, analysis support, metric reporting, and other projects related to business partner needs, utilizing various tools.</li><li>Leading and facilitating budget reviews and forecasts with business partners.</li><li>Assisting in the preparation and review of the annual plan, including participating in the development and tracking of strategic initiatives.</li><li>Identifying and implementing new approaches to forecasting and IT processes.</li><li>Partnering with stakeholders to identify and achieve cost-saving opportunities.</li></ul>
<p>Bridget Killen with Robert Half is looking for a detail-oriented Financial Analyst to join our team in Albany, Oregon. In this role, you will play a key part in providing financial insights, supporting organizational goals, and assisting in the preparation and management of budgets. This position offers an opportunity to contribute to a non-profit organization by ensuring its financial health and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Deliver exceptional customer service and support to staff and agency partners.</p><p>• Conduct thorough financial and program analysis to guide decision-making.</p><p>• Develop and implement financial policies and procedures to ensure compliance and efficiency.</p><p>• Assist in overseeing the agency’s operating budget and provide support during its preparation.</p><p>• Offer technical assistance to the Finance Director and Department Directors on financial matters.</p><p>• Create and maintain financial systems to streamline processes and reporting.</p><p>• Contribute to the preparation of annual financial statements and ensure their accuracy.</p><p>• Monitor and manage agency funds to ensure optimal utilization and fiscal responsibility.</p><p>• Perform variance analysis to identify discrepancies and recommend corrective actions.</p><p>• Manage grant funding and reporting to meet organizational and donor requirements.</p><p><br></p><p>Please reach out to Bridget Killen with Robert Half to review this position. Job Order: 03610-0013330372</p><p><br></p>
<p>We’re seeking a Financial Analyst Consultant to support budgeting, forecasting, and strategic financial initiatives. This role will analyze data, develop financial models, and provide insights to drive business decisions.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Conduct financial analysis and reporting.</li><li>Support budgeting, forecasting, and variance analysis.</li><li>Build and maintain financial models.</li><li>Partner with leadership on strategic initiatives.</li></ul><p><br></p>
<p><em>The salary for this position is $170,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>• Lead monthly and quarterly financial reporting and analysis, including variance and profitability analysis, and produce comprehensive management and board reporting packages. Present written analysis to articulate key drivers, trends, and insights.</p><p>• Develop and maintain annual budget and rolling forecast models, ensuring alignment with operational and financial goals. Regularly track and assess project performance and communicate results effectively to key stakeholders, including senior leadership and the Board of Directors.</p><p>Operational Performance & Metrics Analysis:</p><p>• Conduct detailed analysis of operational drivers that impact company margin, including sales, contribution margins, operational expenses (OPEX), and delivery metrics (e.g., service tickets, labor hours, project timelines).</p><p>• Provide root cause analysis and present findings and actionable insights to leadership to drive business improvements.</p><p>Process Improvement & System Integration:</p><p>• Lead the design, implementation, and optimization of financial planning processes, systems, and tools, including business intelligence solutions.</p><p>• Take a proactive role in leading process improvement initiatives and system enhancements, including the integration of any new forecasting tools into the business operations.</p><p>Strategic Financial Modeling & Cross-Functional Collaboration:</p><p>• Develop financial models to support strategic initiatives, including customer pricing, labor staffing, and cost optimization.</p><p>• Work closely with cross-functional teams across operations, sales, and leadership to ensure financial insights are integrated into business strategies and build strong working relationships with stakeholders to foster a collaborative environment.</p><p>Team Leadership & Development </p><p>• Lead and mentor 1 Financial Analyst, providing training on financial reporting and analysis while fostering a collaborative team environment.</p><p>• Provide hands-on leadership to promote continuous learning and deepen financial acumen.</p><p>• Balance day-to-day execution with leadership responsibilities, ensuring the Analyst's success while maintaining your own individual deliverables. </p>
<p>We are seeking a Financial Analyst in the Restaurants & Catering industry based in Torrance, California. The role involves providing analytical, forecasting, reporting, and project support to senior management and restaurant operations within the industry. The successful candidate will be responsible for coordinating the preparation and presentation of financial plans, developing financial reporting for varying levels of management, and spearheading the annual and quarterly budgeting and forecasting processes. </p><p><br></p><p>Responsibilities: </p><p>• Troubleshoot and resolve common data accuracy issues with financial reporting and systems</p><p>• Coordinate the preparation and presentation of regional financial plans and interpret trends and financial results of the regions</p><p>• Create and publish Key Performance Indicator (KPI) reports by working closely with Finance, HR, and Information Systems </p><p>• Develop financial reporting for varying levels of management within the region, communicating actionable and impactful insights </p><p>• Prepare board reporting and analysis </p><p>• Use various business models to develop projections for long-term analysis based on market conditions</p><p>• Provide analytical, forecasting, reporting, and project support to senior management and restaurant operations</p><p>• Produce monthly reports, which include key metrics, financial results, and variance reporting</p><p>• Spearhead the annual and quarterly budgeting and forecasting processes.</p><p><br></p><p>**For confidential consideration, please apply directly with your resume or call Allysa Bayly at (310) 719-1400. If you are already working with a recruiter from Robert Half, please contact him or her directly to expedite your candidacy for this role.**</p>
<p>Prior -Pharmaceutical, Life Science, Medical Devices or Biologics Gene therapy experience required</p><p>Salary-$135k - $170k + Bonus</p><p>Location: Newark, DE</p><p><br></p><p>A leading biopharmaceutical company is seeking a Financial Planning & Analysis (FP& A) Manager to lead financial planning, reporting, and analytical support for its R& D portfolio. This role will partner closely with business leaders, oversee budgeting and forecasting cycles, and provide actionable insights to drive strategic decision-making. The FP& A Manager will also manage a small team of analysts while ensuring accuracy, transparency, and consistency in all financial processes. This role requires very strong technical and analytical skills including Microsoft Excel and Alteryx</p><p><br></p><p>Major Responsibilities</p><p><br></p><p>Lead financial planning, forecasting, and long-range planning activities across assigned programs and business units</p><p><br></p><p>Manage, mentor, and develop a team of FP& A analysts and senior analysts</p><p><br></p><p>Act as the primary Finance Business Partner for program and functional leadership, providing financial guidance and strategic recommendations</p><p><br></p><p>Oversee monthly and quarterly close activities, including variance analysis, actuals reporting, and performance tracking</p><p><br></p><p>Drive development and enhancement of financial models, reporting tools, and estimation templates</p><p><br></p><p>Present high-quality financial insights, dashboards, and recommendations to senior leadership and governance committees</p><p><br></p><p>Conduct advanced financial analyses (NPV, IRR, ROI, scenario modeling) to support portfolio decisions</p><p><br></p><p>Partner with cross-functional teams (R& D, Operations, HR, etc.) to align financial objectives with business strategy</p><p><br></p><p>Ensure compliance with corporate policies, financial controls, and reporting standards</p><p><br></p><p>Lead continuous improvement initiatives in financial reporting and analytics processes</p><p><br></p><p>Qualifications</p><p><br></p><p>Bachelor’s Degree in Accounting, Finance, or related discipline; MBA and/or CPA preferred</p><p><br></p><p>8–12 years of progressive experience in Finance or FP& A, with at least 2+ years in a management role</p><p><br></p><p>Industry experience in Pharma, Life Sciences, Biotech, or Healthcare strongly preferred</p><p><br></p><p>Strong leadership skills with proven ability to manage and develop high-performing teams</p><p><br></p><p>Advanced technical and analytical skills, including proficiency in Microsoft Excel and financial modeling</p><p><br></p><p>Experience with data visualization tools (Power BI, Tableau) and financial systems (Hyperion Essbase or similar) preferred</p><p><br></p><p>Excellent communication and presentation skills, with ability to influence senior stakeholders</p><p><br></p><p>Strong business acumen with experience supporting R& D or complex project-based organizations</p>
<p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Financial Reporting Senior Manager position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong><u>Job Description</u></strong></p><ul><li>The primary responsibilities of this role will be assisting in the management of the consolidated financial statements for public, lender and joint venture reporting under both a GAAP and IFRS basis</li><li>This role will present opportunities to work on unique/complex transactions requiring technical accounting assessments and cross-department coordination</li><li>Assist in the review of consolidated financial statements for reporting to our parent entity and third parties, which includes balance sheet, income statement, cash flows and other supporting schedules</li><li>Assist in the review of footnotes and disclosures required in our quarterly and annual reporting to bondholders</li><li>Coordinate with other groups with the Accounting Department, as well as Finance, Tax, Capital Markets, Investments and Legal to manage reporting solutions</li><li>Manage and coach staff accountants by delegating work and reviewing finished products to ensure they meet stated deadlines</li><li>Assist in performing technical research on significant transactions including preparation of the quarterly significant transaction log on both a GAAP and IFRS basis</li><li>Work with auditors to assist in quarterly and year-end audit procedures including audit requests</li><li>Maintain SOX compliance and coordinate responses to requests made by internal and external auditors</li><li>Take part of the Company's implementation and transition of new enterprise system</li><li>Research financial statement analytics to include in our quarterly results package to our parent entity</li><li>Assist with special accounting and financial reporting projects, as needed</li></ul><p><br></p>
<p>Our client—a leading real estate operator transforming how logistics and supply chains connect communities across the country—is looking for a highly motivated FP& A Analyst to join their Finance team. In this role, you’ll play a key part in the company’s financial planning and analysis activities — from cash forecasting and budgeting to performance reporting and ad hoc analytics. This is a dynamic, hands-on position where you’ll work closely with stakeholders across the business to turn financial data into insights that shape strategic decisions.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Support the cash forecasting, reforecasting, and annual budgeting processes across multiple business units.</p><p>· Analyze large data sets, audit results, and provide detailed variance explanations and financial insights.</p><p>· Build and maintain financial models and conduct portfolio- and company-level analyses.</p><p>· Partner across departments to ensure collaboration and alignment in FP& A processes.</p><p>· Assist with system enhancements, testing, and rollouts that support forecasting and reporting efforts.</p><p>· Collaborate with Technology teams to troubleshoot and improve financial applications.</p><p>· Develop new tools, streamline workflows, and contribute to process improvement projects.</p><p>· Lead or support ad hoc analyses and special financial projects.</p><p><br></p><p>For immediate consideration please email Ben.Turnbull@roberthalf.</p>
<p>For consideration, please reach out to<strong><em> Jennifer Lavoie</em></strong> as soon as possible, ensure to include your most current resume when you apply.<strong><em> Connect with me on LinkedIn </em></strong>at Jennifer Lavoie!</p><p><br></p><p>If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.</p><p><br></p><p><strong><em>RELOCATION ASSISTANCE OFFERED!</em></strong></p><p><br></p><p>We are looking for a skilled Financial Analyst to join our team in Rutland, Vermont. The ideal Financial Analyst candidate will play a key role in assessing financial performance, developing insightful models, and conducting detailed variance analyses to support business decisions. This Financial Analyst role requires a proactive individual with strong analytical abilities and a high level of proficiency in financial tools. This Financial Analyst role will look at a recent Finance Degreed individual through an experienced Financial Analyst level candidate. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Conduct comprehensive financial analysis to evaluate company performance and identify opportunities for growth.</p><p>• Develop and maintain financial models to assist in forecasting and strategic planning.</p><p>• Perform detailed variance analysis to compare actual results against forecasts and budgets.</p><p>• Prepare ad hoc financial reports and analyses to support decision-making processes.</p><p>• Collaborate with cross-functional teams to gather data and provide actionable financial insights.</p><p>• Utilize advanced Microsoft Excel skills to manage and analyze large datasets.</p><p>• Monitor key financial metrics and trends to ensure alignment with organizational goals.</p><p>• Identify and communicate potential risks and opportunities based on financial data.</p><p>• Assist in the preparation of presentations and reports for stakeholders and senior management.</p>
<p><strong>Corporate Development Analyst</strong></p><p><strong>Ready to shape the future of growth?</strong> Our client is seeking a <strong>Corporate Development Analyst</strong> to join their dynamic team. Reporting to the <strong>Sr. VP of Corporate Development</strong>, this role is pivotal in executing inorganic (M& A) and organic growth strategies across the U.S. and Canada. You will work closely with the Executive Management Team and Board of Directors, providing strategic insights and financial rigor to drive shareholder value.</p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Co-lead financial modeling for mergers, acquisitions, divestitures, and major capital projects.</li><li>Conduct industry research, competitive analysis, and risk assessments for potential investments.</li><li>Prepare presentations and investment memorandums for executive and board review.</li><li>Support due diligence processes, integration planning, and cross-functional collaboration.</li><li>Assist with legal document review and special finance projects.</li><li>Identify process improvements and contribute to team growth initiatives.</li></ul><p><strong> </strong></p><p>If you’re ready to make an impact in a high-visibility role, <strong>apply now</strong> or reach out for more details.</p><p><strong> </strong></p><p> </p>
<p>Follow Shad on LinkedIn at #CHALKBOARDTALK and watch his videos on his open roles. Shad and his team at Robert Half is working with a West Houston Energy Client is looking for a Financial analyst. This newly created role will support supply, inventory and marketing. Role will work with various areas of the business to provide high quality advice on financial impacts through exceptional analytical and financial modeling skills. A snapshot of role will be Planning & forecasting and responsible for tracking company’s financial performance against a plan, analyzing business performance and market conditions to create forecasts, and help senior management make tactical and strategic decisions by providing periodic reports. Company's compensation make up is base salary, bonus potential and benefits and a hybrid work model. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with in the subject line.</p>
<p>Sue Sumrell is recruiting for a Financial Analyst for an exceptionally stable and growing organization. This company offers above standard benefits and culture!</p><p><strong>This is an in office position and requires candidates to live in the Portland metro area.</strong></p><p><br></p><p>Responsibilities:</p><p>• Financial analysis of projects for actual to budget and forecasts</p><p>• Financial modeling to support strategic business and pipelines</p><p>• Prepare financial statements and reports in adherence to GAAP accounting standards.</p><p>• Collaborate with project managers and department heads to ensure alignment on budgeting and forecasts</p><p>• Process improvement</p><p>• Assist in audits by providing accurate financial data and supporting documentation.</p><p>• Develop and present financial insights to support strategic decision-making.</p><p>• Ensure compliance with internal policies and external regulations</p><p>• Support continuous improvement initiatives </p><p><br></p><p>Exceptional benefits and work culture make this a sought after position!</p><p><br></p><p>Please contact Sue Sumrell and email your resume directly to [email protected]</p>
<p>We are looking for a highly skilled and detail-oriented Senior Manager of Accounting to lead and oversee financial operations in Pacific Grove, California. This role is essential for managing the general ledger while supporting additional accounting functions to ensure consistent and reliable financial reporting. The ideal candidate will bring technical expertise, leadership capabilities, and a collaborative approach to drive improvements and uphold high standards within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the general ledger and contribute to the monthly financial close process through journal entry preparation and account reconciliation.</p><p>• Review and validate the work performed by accounting team members to ensure accuracy and compliance.</p><p>• Play a key role in the development of annual budgets and monthly forecasts at both department and organizational levels.</p><p>• Collaborate with external auditors to facilitate interim and annual audits efficiently.</p><p>• Establish, maintain, and enforce financial controls that safeguard company assets and ensure accurate reporting.</p><p>• Lead special projects focused on departmental enhancements, process updates, financial analysis, and policy adjustments.</p><p>• Ensure the organization adheres to financial regulations and internal policies to maintain compliance.</p><p>• Provide leadership and guidance to foster a collaborative and high-performing accounting team.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
<p><strong>SENIOR TAX ASSOCIATE / TAX MANAGER (DOE) - PUBLIC ACCOUNTING FIRM IN NORTHERN BALTIMORE COUNTY </strong></p><p> </p><p>My client, a public accounting firm in Northern Baltimore County, is searching for a Senior Tax Associate or Tax Manager - depending on experience. As Manager, you will be responsible for providing oversight to a small staff of tax accountants working with all entity types, tax planning projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on an as needed basis. As Senior, you will oversee and mentor staff level tax associates and be the right hand on tax engagements to the assigned Tax Manager / Partner. This is an excellent opportunity to join a well-known and respected firm with opportunities for growth and career development!! Please submit your resume today for immediate consideration!!</p><p> </p><p>What You'll Get To Do Every Day:</p><ul><li>Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary, multi-state, trust and individual).</li><li>Review Compiled financial statements for Corporations, Not for Profit entities, and Partnerships, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.</li><li>Prepare and review complex tax planning projections for individual and corporate estimated tax liability.</li><li>Manage and monitor client deliverables and due dates.</li><li>Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated C-corporations, S‐Corporations, Partnerships, Fiduciary, and Non-Profit Organizations.</li><li>Prepare complex U.S. and state individual income, gift tax, and estate tax returns.</li><li>Conduct complex tax research and prepare memorandum outlining findings and conclusions.</li><li>Respond to IRS and state agency audits, inquires, and tax notices.</li><li>Communicate with IRS and clients in connection with audits, inquires, and tax notices.</li><li>Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.</li><li>Engage in consulting and special projects as requested by Management and Clients.</li><li>DOE and level hired - Take direction and report to the Managers / Principals / Partners of the tax department.</li></ul><p>Please send your resume immediately to be considered to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf</p>
<p>Large and rapidly growing construction and engineering firm is seeking a Financial Analyst to join their team. This is a newly created position for an organization that has a strong history of promoting from within and providing a terrific culture, professional growth and competitive compensation packages resulting in long tenure within the team. The Financial Analyst will be based out of the corporate HQ in Tysons Corner.</p><p><br></p><p>Core Responsibilities include:</p><p><br></p><p>Project Cost Control</p><p>Collaborate with project management team to create accurate budgets and manpower forecast for multi-year construction projects.</p><p>Monitor and control indirect costs by performing budget to actual variance analysis weekly, identifying and eliminating root cause for variances.</p><p>Establish accurate cash flow forecast to ensure the project is cash positive for the duration.</p><p>Ensure accurate and timely complex multi-million-dollar billing submission on monthly basis.</p><p><br></p><p>Project Procurement Planning</p><p>Lead procurement planning effort for the project. Work closely with project management team to develop detailed procurement plan for the project after award ensuring compliance and logistics are included.</p><p>Help project team procure the job according to plan.</p><p>Perform monthly analysis of actual bought vs. plan.</p><p><br></p><p>Work Breakdown Structure:</p><p>Assist project management team in establishing Work Breakdown Structure (WBS) at the time of award.</p><p>Assist with maintenance of WBS responsibilities at the project level.</p><p>Ensure WBS is maintained throughout the project duration.</p><p><br></p><p>Project Controls:</p><p>Assist project team with monthly financial forms including providing cost analysis with explanation for variances, ensure acceptable justification for variances and help in preparation of monthly financials for review.</p><p><br></p><p>Please apply directly to this posting or contact Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn</p>
<p>We are looking for an experienced Tax Senior Manager to join a reputable public accounting firm in Newton, Massachusetts. This role involves providing strategic tax and consulting services to pass-through entities, including S-corporations and partnerships, as well as managing the personal tax needs of business owners. The ideal candidate will excel in client engagement, team leadership, and delivering impactful tax planning and compliance solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee tax planning, preparation, and research for S-corporations, partnerships, and individual tax returns of business owners.</p><p>• Manage client engagements and ensure timely delivery of high-quality services.</p><p>• Review and supervise the work of less experienced team members, providing guidance and mentorship.</p><p>• Conduct detailed reviews of tax returns to identify and resolve issues effectively.</p><p>• Develop and implement tax strategies that optimize client outcomes and minimize liabilities.</p><p>• Prepare written tax advice and responses to client inquiries with professionalism and accuracy.</p><p>• Maintain strong client relationships by addressing expectations and delivering exceptional service.</p><p>• Monitor and manage project budgeting, staffing, and billing processes.</p><p>• Perform research on complex tax issues and provide concise analyses and recommendations.</p><p>• Identify opportunities for improving processes and introducing innovative solutions for clients and the firm.</p>
<p><em>The salary range for this position is $60,000-$70,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Summary</strong></p><p>The Regional Finance Analyst role is meant to oversee the Financial operations of the Central Region and partner with the local offices within the region to promote consistency and smooth workflow and expedited AR, AP and reporting functions.</p><p><strong> </strong></p><p><strong>Essential duties and responsibilities</strong></p><p>• Partner with our centralized accounting team to book and reconcile journal entries</p><p>• Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports, maintain broker balances and other tasks as needed</p><p>• Assist in budgeting and forecasting process</p><p>• Prepare commission calculations each pay period to be submitted to the Regional Finance Manager</p><p>• Submit tickets to the centralized accounting team to create invoices</p><p>• Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct; Organize necessary documents, contracts, and agreements to support commission invoicing</p><p>• Suggest changes or improvements to increase accuracy and efficiency; provide broker support as needed</p><p>• Assist the Finance and Operations Director with special projects as needed</p><p><br></p>
<p>The Director of FP& A will lead the financial planning, analysis, and reporting functions across the organization, providing critical insights for senior leadership and the Board of Directors. This role requires demonstrated expertise in cost of goods sold (COGS) analysis, business partnering, and presenting complex financial information at the board level. The successful candidate will possess at least eight years of progressive experience in FP& A, strong leadership capabilities, and a strategic mindset to drive organizational performance and support business growth. With comp up to $170k + bonus and LTI's, you don't want to miss out on this one. Reach out to Molly Gardner for more information - 816-601-1196</p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead the FP& A team in budgeting, forecasting, financial modeling, and analysis to support strategic objectives.</li><li>Prepare and deliver high-impact presentations to the Board of Directors and executive leadership, translating financial data into actionable business recommendations.</li><li>Oversee detailed COGS analysis and provide recommendations for operational improvement and margin enhancement.</li><li>Develop and maintain financial dashboards, reports, and KPIs for visibility into business performance and trends.</li><li>Partner cross-functionally with department leaders to support decision-making, resource allocation, and financial optimization.</li><li>Drive continuous improvement in financial processes and reporting, implementing best practices and automation where appropriate.</li><li>Mentor and develop FP& A staff, fostering a culture of collaboration, accountability, and professional growth. This role has two direct reports, a Junior Analyst and a Senior Financial Analyst</li><li>Ensure compliance with internal financial policies and external regulations.</li></ul><p><br></p><p><br></p>
<p><strong>Overview:</strong></p><p>We are seeking a detail-oriented Financial Analyst with direct experience using NetSuite to support our organization’s financial planning and analysis. This role is responsible for interpreting financial data, preparing reports, and providing insights that inform strategic decision-making. The Financial Analyst utilizes NetSuite to gather, analyze, and present information, while collaborating with cross-functional teams to drive process improvements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather, analyze, and model financial data using NetSuite and Excel to support budgeting, forecasting, and business planning.</li><li>Prepare and present key financial reports and dashboards for management.</li><li>Monitor variance in actuals vs. budget and provide actionable recommendations.</li><li>Support month-end and quarter-end close activities through data extraction and validation within NetSuite.</li><li>Collaborate cross-functionally to streamline reporting processes and implement best practices.</li><li>Assist with ad hoc financial analysis and special projects as needed.</li><li>Maintain data accuracy and integrity throughout all NetSuite financial modules.</li></ul><ol><li><br></li></ol>
<p>We are looking for a skilled Financial Analyst/Manager to join our team in White Plains, New York. In this role, you will play a pivotal part in analyzing financial data, preparing budgets, and providing strategic insights to support organizational growth. The ideal candidate will have a strong background in financial modeling, analysis, and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage budgets for various departments, ensuring alignment with cost trends and projected revenues.</p><p>• Analyze key financial performance indicators and prepare comprehensive reports to guide senior management in decision-making.</p><p>• Oversee the adoption and optimization of financial software tools to streamline accounting and reporting processes.</p><p>• Utilize data analytics tools to enhance financial forecasting and support operational improvements.</p><p>• Prepare and review financial statements and reports for internal stakeholders and external regulatory compliance.</p><p>• Assess operational costs, capital expenditures, and revenue streams to identify opportunities for optimization.</p><p>• Monitor billing, collections, and claims processes to improve revenue flow and address inefficiencies.</p><p>• Collaborate with billing teams to enhance cash flow management and minimize delays.</p><p>• Provide financial guidance to executive leadership during strategic planning and decision-making sessions.</p><p>• Evaluate financial implications of potential partnerships, expansions, and acquisitions.</p>
<p>Robert Half Management Resources is recruiting for a strong Senior Financial Analyst to support our healthcare client located in the south bay area for 3+months. In this hybrid position, you will play a pivotal role in supporting financial planning, analysis, and reporting activities during a dynamic budgeting season. This role combines strategic thinking, technical expertise, and collaboration to deliver impactful insights for decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Support the budgeting process by analyzing financial trends, investigating variances, and presenting actionable recommendations to senior leadership.</p><p>• Develop, refine, and validate complex financial models in Excel to ensure accuracy and adaptability to changing business needs.</p><p>• Prepare and manage month-end and weekly financial reports, maintaining consistency and precision in all deliverables.</p><p>• Conduct ad hoc financial analyses to address complex questions and provide deep insights into profit and loss details.</p><p>• Maintain and enhance Access databases, extracting data and creating advanced analytical models within Excel.</p><p>• Collaborate with business intelligence specialists, including offshore teams, to optimize reporting processes using Power BI tools.</p><p>• Provide strategic insights to improve forecasting and financial planning processes.</p>
<p>We are adding a Sr. Tax Mgr. with 7+ years of tax experience to our team. We provide the necessarytools, leadership and unlimited growth potential; you provide the charisma and exceptional accountingskills! The MISSION is to build and nurture relationships.</p><p><br></p><p><strong>Duties include, but are not limited to:</strong></p><ul><li>Review of individual, corporate, partnership, fiduciary and other types of tax returns.</li><li>Review of income tax projections involving multiple scenarios and complex analysis.</li><li>Identify potential tax problems areas and propose solutions to clients.</li><li>Serve as technical resource and mentor to lesser experienced Tax team members.</li><li>Manage multiple tax and accounting projects and client engagements – communicate withpartners, staff & clients regarding expectations, status of engagement and other matters asneeded.</li><li>Provide client with complete and accurate work in an efficient and timely manner based on agreedupon budgets and time expectations.</li><li>Anticipate areas of concerns regarding client engagements and proactively recommend solutions.</li><li>Analyzes/Reviews IRS notices and drafts responses.</li><li>Participate in team member evaluations and critical personnel decisions.</li><li>Consult with clients as needed on special projects.</li><li>Support the firm by participation in committees, training, recruitment & proactive involvement inplanning for the future.</li><li>Follow all applicable policies and procedures.</li><li>Participate as a member of the firm and develop positive working relationships with teammembers.</li></ul>
<p>We are seeking a highly analytical and solutions-driven Pricing Analyst to join a large, national law firm. This role is instrumental in supporting the firm's pricing strategies, budgeting processes, and profitability initiatives. As part of the team, you'll work closely with attorneys and senior leadership to create data-informed pricing proposals and ensure financial insights drive decision-making. If you or someone you know is interested in this Pricing Analyst position and come from the legal industry, please contact Melissa Valenzuela at 816-601-1192 for more details! Legal industry experience is an absolute must for this position!</p><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee the approval process for client rates, generate regular updates on pricing arrangements, and flag potential risks to management. Follow up proactively to ensure smooth workflows.</li><li>Partner with attorneys to develop strategic pricing models and budgets that align with client requirements while addressing potential challenges.</li><li>Leverage historical and current data trends to craft forward-thinking solutions, focusing on profitability for engagements, clients, and specific matters.</li><li>Contribute to the creation of responses for Requests for Proposals (RFPs), offering a comprehensive analysis of financial impacts for leadership review.</li><li>Collaborate with senior leadership to optimize current workflows, introduce innovative tools, and implement new initiatives to enhance efficiency.</li><li>Utilize firm-specific profitability models to assess scenarios and provide insights on deal costs to inform pricing decisions.</li><li>Serve as a resource in evaluating contingency fee cases, including initial approval stages and monthly performance reviews against predefined financial benchmarks.</li><li>Build strong relationships with internal teams, including Finance & Accounting, to deliver seamless, high-quality service for attorneys and clients.</li><li>Demonstrate a commitment to providing exceptional service and responsiveness to internal and external stakeholders.</li><li>Take on ad hoc responsibilities as assigned, contributing your expertise to various initiatives.</li><li>Maintain availability during work hours across approved communication platforms (e.g., Zoom, Jabber) to ensure transparent, timely collaboration—especially in hybrid settings.</li></ul><p>Requirements:</p><ul><li>A Bachelor’s degree in Finance or a related discipline is required; an MBA is particularly advantageous.</li><li>At least 4–5 years of proven success in financial reporting, data analysis, or pricing strategy.</li><li>Strong command of Microsoft Excel, including advanced functionalities such as pivot tables, macros, and data modeling.</li><li>Familiarity with tools like SQL Reporting Services, Cognos BI, and proficiency in SQL queries is highly valued.</li><li>Exceptional organizational abilities and meticulous attention to detail.</li><li>Strategic thinking and the ability to interpret data and derive actionable insights.</li><li>Strong verbal, written, and presentation skills to convey complex concepts clearly.</li><li>A team-oriented mindset with the ability to manage competing priorities in a fast-paced environment.</li><li>Demonstrated ability to provide exceptional service and timely responses to meet client and internal team expectations.</li></ul>
