<p>We are looking for an experienced Sr. Credit Analyst to join our team on the South Shore. In this role, you will evaluate commercial lending opportunities across business, commercial real estate, and construction portfolios while shaping well-supported recommendations for lending leaders. This position also offers the opportunity to work closely with relationship managers and credit partners, while providing guidance to less experienced analysts.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Assess commercial, commercial real estate, and construction loan requests by reviewing financial performance, repayment capacity, collateral strength, and overall creditworthiness.</p><p>• Develop thorough credit presentations and written analyses that clearly outline risks, mitigants, and lending recommendations for senior decision-makers.</p><p>• Track portfolio performance by reviewing covenant compliance, past-due trends, policy exceptions, and emerging risk indicators across assigned relationships.</p><p>• Deliver informed recommendations to lending leadership to support sound credit decisions and balanced portfolio growth.</p><p>• Partner with commercial lenders and credit administration teams to gather information, clarify structure, and strengthen underwriting outcomes.</p><p>• Support entry-level analysts through coaching, review feedback, and day-to-day guidance on credit evaluation practices.</p><p>• Examine cash flow, borrower financial statements, and related documentation to identify repayment trends and potential exposure concerns.</p>
<p>We are looking for an experienced Sr. Credit Analyst - Commercial Real Estate to join a banking team in the Greater Boston area. This role focuses on evaluating the financial strength of commercial and individual borrowers, identifying risk, and supporting sound lending decisions. The position works closely with commercial lenders to assess credit opportunities, maintain portfolio quality, and deliver clear recommendations aligned with established credit standards.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate borrower financial information, including business and personal financial statements, tax returns, and supporting documentation, to determine credit quality and repayment capacity.</p><p>• Gather required materials from lenders and borrowers and organize information needed to complete thorough credit assessments for new and existing loan relationships.</p><p>• Develop written credit analyses, financial models, summaries, and recommendations to support lending decisions and appropriate facility structures.</p><p>• Examine loan documentation and credit files to confirm completeness, accuracy, and proper perfection of collateral.</p><p>• Assess collateral position and coverage levels to verify alignment with bank policy and overall risk tolerance.</p><p>• Partner with commercial lending teams to monitor existing relationships, identify emerging credit concerns, and support new business opportunities.</p><p>• Prepare or contribute to loan presentations, annual reviews, modification requests, credit file commentary, and other portfolio reporting as required.</p><p>• Maintain organized credit records for commercial borrowers and assist with servicing needs, borrower inquiries, and renewal-related underwriting activities.</p><p>• Ensure all work is performed in accordance with applicable banking regulations, internal policies, and compliance requirements.</p>
<p>We are looking for an experienced Sr. Credit Analyst to support commercial lending decisions through in-depth financial review and sound risk evaluation in Canonsburg, Pennsylvania. In this role, you will assess both prospective and existing borrowers, develop clear credit recommendations, and help maintain a well-managed portfolio that reflects regulatory expectations and internal lending standards. This position works closely with lending partners and leadership to structure credit facilities, identify emerging concerns, and support consistent, timely approval processes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed reviews of complex commercial borrowing requests and translate financial findings into well-supported credit recommendations.</p><p>• Oversee financial statement collection, annual relationship reviews, and covenant monitoring for an assigned commercial portfolio.</p><p>• Prepare comprehensive credit memoranda that present risk ratings, repayment analysis, collateral considerations, and proposed deal structures.</p><p>• Partner with commercial lenders, relationship managers, and credit colleagues to gather information and shape financing solutions that balance growth with prudent risk control.</p><p>• Monitor portfolio performance and elevate concerns related to borrower strength, collateral value, or repayment capacity to management in a timely manner.</p><p>• Maintain complete and accurate credit documentation that satisfies internal policy, audit expectations, and regulatory requirements.</p><p>• Review loan files for quality, consistency, and adherence to lending guidelines, while addressing documentation gaps with the appropriate teams.</p><p>• Contribute to audits and examinations by organizing supporting materials, answering inquiries, and facilitating access to required records.</p><p>• Guide less experienced analysts through coaching, knowledge sharing, and feedback to strengthen team capability.</p><p>• Recommend workflow enhancements that improve efficiency, reporting quality, and overall credit risk management.</p>
We are looking for an experienced Sr. Credit Analyst to support a growing finance organization in Santa Clara, California. This Long-term Contract position offers the opportunity to evaluate customer credit exposure, strengthen cash flow performance, and contribute to efficient order-to-cash operations. The role works closely with internal partners across finance and business teams to address risk, resolve payment issues, and support ongoing operational improvements.<br><br>Responsibilities:<br>• Evaluate customer financial health through detailed review of financial statements, annual filings, and related data to determine creditworthiness and recommend appropriate exposure limits.<br>• Oversee credit-related activities across the order-to-cash process, including onboarding support, account setup review, credit approval decisions, and order validation.<br>• Drive commercial collections efforts by following up on outstanding balances, researching payment delays, and working with customers to secure timely resolution.<br>• Reconcile customer accounts, investigate billing discrepancies, and coordinate dispute resolution to maintain accurate receivable balances.<br>• Review purchase orders, contractual terms, tax documentation, and entity details before order release to help ensure accurate shipment and invoicing.<br>• Collaborate with Sales, Legal, Tax, Order Management, Contracts, and Finance teams to address account issues and maintain compliance with company policies.<br>• Submit and manage invoices through customer payment platforms such as Ariba and Coupa while monitoring status and resolving submission issues.<br>• Contribute to process enhancements, acquisition-related integration support, and finance automation initiatives, including tools designed to improve collections efficiency.
<p>The ERP Business Analyst serves as the primary liaison between business stakeholders and ERP delivery teams, specializing in a specific functional area of the business (e.g. Accounting & Finance, Supply Chain, Manufacturing, etc). This role bridges business needs and ERP system capabilities, translating complex requirements into scalable, value driven solutions. The analyst plays a key role in Company's SAP S4Hana implementations, enhancements, and ongoing optimization, ensuring alignment with business processes, enterprise standards, and strategic objectives.</p><p><br></p><p>Business Analysis & Process Design</p><p>• Partner with business leaders, business process leads and subject matter experts within the assigned domain to understand solution objectives, challenges, and regulatory/operational constraints.</p><p>• Elicit, analyze and document business requirements using interviews, workshops, and process reviews.</p><p>• Develop current state and future state, user stories, process maps, functional requirements, and business rules.</p><p>• Identify opportunities to standardize, streamline, and optimize business processes / workflows using ERP best practices in a regulated manufacturing environment.</p><p><br></p><p>ERP & SAP Functional Expertise</p><p>• Serve as the ERP functional expert for the assigned business domain, with strong working knowledge of SAP solutions relevant to that area.</p><p>• Translate business requirements into detailed functional specifications for SAP configuration, enhancements, and integrations.</p><p>• Collaborate with SAP configuration, development, integration, OCM and data teams to design end to end solutions.</p><p>• Advise stakeholders on SAP capabilities, limitations, design alternatives, and impacts to upstream, downstream and cross stream processes.</p><p><br></p><p>Project Delivery & Implementation Support</p><p>• Serve as a functional advisor on designs for Company's initial SAP S4H implementation.</p><p>• Support ERP initiatives across the full lifecycle: planning, design, build, test, training and deployment.</p><p>• Lead or support system integration testing (SIT) and user acceptance testing (UAT), including test case development, execution, and defect resolution.</p>
Robert Half Finance & Accounting and Kevin Sweet have partnering with a highly respected, industry leader in the distribution and supply chain industry to identify a talented Senior Financial Analyst. This is an outstanding opportunity for an analytical, business-minded finance detail oriented who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance. <br> In this highly visible role, you will support a key operating division and serve as a trusted financial partner to business leaders. You will be responsible for analyzing financial performance, developing forecasts, supporting planning initiatives, and helping leadership understand critical business trends, opportunities, and risks. <br> My client offers incredible benefits which includes profit sharing, employee stock option plan and competitive annual salary and bonus! For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] <br> Responsibilities: Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances. Develop and maintain sales, gross margin, operating expense, and working capital analyses. Prepare, analyze, and distribute monthly financial reporting packages to business leadership. Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives. Create financial models, business cases, dashboards, presentations, and ad hoc analyses. Support annual budgeting, quarterly forecasting, and long-range planning processes. Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making. Present financial information and recommendations to stakeholders across the organization. Why Consider This Opportunity? Highly visible role with direct interaction with business leadership. Opportunity to influence strategic decision-making and business performance. Collaborative and employee-focused culture. Strong growth potential within a successful and expanding organization. Competitive compensation and comprehensive benefits package. If you're looking for an opportunity to leverage your analytical expertise, business acumen, and strategic mindset in a dynamic environment, we'd love to connect with you.
<p>The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions. </p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes. </li><li>Partner with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.</p><p>• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.</p><p>• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.</p><p>• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.</p><p>• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.</p><p>• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.</p><p>• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.</p><p>• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.</p>
<p>We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</p>
<p>We are looking for a Sr. Accounting Analyst (right hand to Controller and CFO) to join our team in Charlotte, North Carolina. This position will help lead core fund accounting activities, support accurate and timely financial reporting, and provide oversight across fund operations. The role is well suited for someone coming from public audit who brings strong technical knowledge, sound judgment, and the ability to partner effectively with internal teams and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Help lead fund-level accounting activities, including maintenance of the general ledger, preparation of journal entries, and execution of month-end close procedures.</p><p>• Prepare and review financial reports for investment vehicles, ensuring accuracy, completeness, and alignment with applicable reporting standards and governing agreements.</p><p>• Reconcile capital accounts, bank activity, and other key balances to support reliable records and transparent investor reporting.</p><p>• Coordinate day-to-day fund administration work with third-party providers, auditors, and other external partners to keep deliverables on schedule.</p><p>• Support capital activity by tracking cash movements, assisting with capital calls and distributions, and monitoring liquidity across funds.</p><p>• Partner with investment and operations teams to analyze fund performance, explain financial results, and provide insights that inform business decisions.</p><p>• Strengthen accounting processes by refining controls, improving reporting workflows, and promoting consistency across recurring activities.</p><p>• Assist with audit readiness, respond to documentation requests, and help ensure compliance with fund documentation and reporting obligations</p>
We are looking for a Banking Credit Analyst to join a growing team in Memphis, Tennessee. This opportunity is ideal for someone with strong analytical ability, solid financial statement expertise, and a genuine interest in building a long-term career in commercial banking. The role offers direct mentorship from experienced credit leaders and provides room to expand into more advanced credit or underwriting work as the organization continues to grow.<br><br>Responsibilities:<br>• Evaluate borrower financial information, trends, and cash flow performance to support commercial credit decisions.<br>• Review balance sheets, income statements, and related financial documents to identify risk factors and overall credit quality.<br>• Prepare clear credit analyses and written recommendations for commercial lending requests, renewals, and ongoing portfolio reviews.<br>• Partner with lending and credit team members to gather information, discuss transaction structures, and support sound risk assessment.<br>• Monitor existing credit relationships by tracking performance, covenant compliance, and changing business conditions.<br>• Contribute to portfolio management activities by maintaining accurate analysis, documentation, and reporting for assigned credits.<br>• Use business intelligence or performance management tools, such as Cognos or comparable platforms, to organize data and support analysis.<br>• Assist with special projects and process-related initiatives tied to the continued development of the credit function.
We are looking for a Banking Credit Analyst to support sound lending decisions through thoughtful evaluation of commercial credit opportunities in Memphis, Tennessee. This role focuses on reviewing financial information, assessing borrower risk, and delivering clear recommendations that help guide portfolio and underwriting activities. The ideal candidate brings strong analytical judgment, attention to detail, and experience working with commercial credit in a banking environment.<br><br>Responsibilities:<br>• Examine commercial loan requests by interpreting financial statements, cash flow trends, collateral information, and overall borrower performance<br>• Prepare thorough credit assessments that summarize risk factors, repayment capacity, and key considerations for lending decisions<br>• Partner with relationship managers, lenders, and internal stakeholders to gather documentation and clarify details needed for complete credit evaluation<br>• Monitor existing borrowing relationships to identify changes in credit quality, industry conditions, or financial performance<br>• Support underwriting and portfolio management activities by maintaining accurate analysis, reporting, and loan presentation materials<br>• Compare borrower performance against market and industry indicators to highlight emerging risks and opportunities<br>• Contribute to the review and maintenance of credit files to ensure documentation is complete, organized, and aligned with internal standards<br>• Assist with updates to credit processes, tools, or reporting workflows when business needs require operational changes
<p>We are seeking a Senior Fraud Analyst for a 3-month contract opportunity, with potential for extension. This role focuses on transaction monitoring, fraud decisioning, and rule optimization for a card portfolio. The ideal candidate is analytical, self-directed, and thrives in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Review card authorization activity and make fraud-related transaction decisions.</li><li>Develop and optimize fraud rules based on transaction velocity, spending patterns, and merchant risk.</li><li>Analyze transaction data to identify emerging fraud trends and improve detection strategies.</li><li>Balance fraud prevention with customer experience by minimizing false declines.</li><li>Partner with cross-functional teams to improve authorization outcomes and fraud response effectiveness.</li><li>Implement and manage fraud controls using issuer fraud and decisioning platforms.</li><li>Apply knowledge of card authorization processes, interchange, and decline codes to support effective decision-making.</li><li>Adapt quickly in a dynamic environment while taking ownership of key fraud initiatives.</li></ul><p><br></p>
We are looking for a Senior Tax Analyst to support corporate tax operations. This role centers on federal income tax compliance while also contributing to state and international filings, tax accounting activities, and analytical projects that inform business decisions. The position offers the opportunity to work across complex tax matters, collaborate with finance partners, and assist with special projects assigned by tax leadership. <br> Responsibilities: Prepare, review, and file federal, state, and local income tax returns, including Forms 1040, 1065, 1120, and 1120S Manage quarterly and annual tax provision calculations in accordance with GAAP Prepare and review sales and use tax, payroll tax, and other indirect tax filings Research and analyze tax law changes and assess their impact on the organization Provide technical tax guidance to internal stakeholders, including finance and operations teams Support tax planning initiatives and identify opportunities for tax savings and risk mitigation Assist with IRS and state tax audits, including responding to notices and information requests Maintain accurate tax workpapers and documentation to support compliance and audits Coordinate with external tax advisors, auditors, and regulatory agencies Mentor and review work prepared by entry level tax staff, as applicable
<p>We are looking for a Senior Business Analyst to support strategic pricing decisions and performance improvement initiatives for a global client located in Reading, Pennsylvania. This role partners closely with leadership to evaluate pricing outcomes, interpret operational trends, and uncover opportunities that strengthen profitability. The ideal candidate brings strong analytical judgment, communicates insights with confidence, and turns complex data into practical recommendations for cross-functional teams.</p><p><br></p><p>Responsibilities:</p><p>• Guide recurring reviews of board rate and discount strategies with business leadership, providing informed analysis and recommendations.</p><p>• Manage pricing guidance models on a defined cadence, ensuring outputs are accurate, timely, and aligned with business objectives.</p><p>• Sustain and refine pricing models by identifying issues, resolving inconsistencies, and introducing enhancements that improve reliability and effectiveness.</p><p>• Track critical pricing and operating metrics, translating performance patterns into clear business explanations.</p><p>• Present findings, risks, and growth opportunities to stakeholders through concise and well-structured reports and presentations.</p><p>• Partner with pricing and rental teams to strengthen existing dashboards and create new reporting views that improve decision-making.</p><p>• Conduct high-impact ad hoc analyses and special projects that require deep pricing knowledge and collaboration across multiple functions.</p>
<p>We are looking for an experienced Senior Business Analyst to join our client in Plymouth, Minnesota. This position centers on transforming complex data into meaningful reporting and business insights, with a strong emphasis on Power BI and the Microsoft data environment. The ideal candidate brings a strategic mindset, sharp analytical ability, and the confidence to partner with stakeholders across technical and business teams.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain interactive dashboards, reports, and visualizations that help leaders make informed business decisions.</p><p>• Partner with cross-functional stakeholders to gather reporting needs, clarify business questions, and convert them into scalable analytics solutions.</p><p>• Build and refine data models that improve reporting accuracy, usability, and performance within Power BI.</p><p>• Analyze large and sometimes unclear data sets to identify trends, root causes, and actionable recommendations.</p><p>• Support the design, organization, and ongoing enhancement of data warehouse structures used for enterprise reporting.</p><p>• Establish and reinforce data quality standards by reviewing source data, validating outputs, and promoting sound governance practices.</p><p>• Write and optimize SQL queries to extract, transform, and validate data for analysis and reporting purposes.</p><p>• Manage multiple initiatives independently while balancing deadlines and delivering high-quality analytical work in a fast-paced sett</p>
<p><strong>Position Overview</strong></p><p>We are seeking a detail-oriented and analytical <strong>Commissions Analyst</strong> to support the accurate calculation, analysis, and reporting of sales commissions. This role plays a key part in ensuring timely and accurate commission payments while partnering with Sales, Finance, and HR to maintain compensation plans and resolve discrepancies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Calculate and process monthly, quarterly, and annual sales commissions in accordance with compensation plans</li><li>Maintain and validate commission data, ensuring accuracy and completeness across systems</li><li>Partner with Sales and Finance teams to interpret commission structures and resolve discrepancies</li><li>Analyze commission results and provide reporting on trends, variances, and performance metrics</li><li>Audit commission calculations to ensure compliance with compensation plans and internal policies</li><li>Manage commission statements and communicate payouts to sales team members</li><li>Assist in the administration and documentation of incentive compensation plans</li><li>Identify process improvements and support automation initiatives within commission workflows</li><li>Support month-end and quarter-end close activities related to commissions and accruals</li></ul><p><br></p>
<p>We are looking for a detail-oriented Credit Analyst to support Letter of Credit activities for a private banking environment in Columbus, Ohio. This is a Long-term Contract position requiring regular, on-site participation during standard business hours, with additional time as needed to meet business demands. The role focuses on managing documentation, controls, and cross-functional coordination to ensure transactions are handled accurately, efficiently, and in line with regulatory and internal policy expectations.</p><p><br></p><p>Responsibilities:</p><p>• Manage the end-to-end handling of standby letters of credit, including issuance, revisions, renewals, transfers, cancellations, drawings, and fee-related activities.</p><p>• Examine client-submitted forms and supporting materials to confirm completeness, accuracy, and alignment with policy, approval terms, and trade finance requirements.</p><p>• Verify collateral details, credit conditions, and facility approvals before transactions are released for processing.</p><p>• Work closely with relationship managers, credit partners, legal, compliance, operations, and trade finance teams to move requests forward within expected timelines.</p><p>• Apply internal risk standards and applicable trade regulations to each transaction while maintaining strong operational discipline and control adherence.</p><p>• Track work queues and service metrics to help ensure timely completion of requests without compromising quality.</p><p>• Research and resolve documentation issues, operational breaks, and client-facing questions by coordinating with the appropriate internal stakeholders.</p><p>• Maintain precise records across processing platforms and preserve complete documentation to support audit readiness and traceability.</p><p>• Assist with periodic reviews by monitoring expirations, renewals, collateral sufficiency, and outstanding documentation items.</p><p>• Contribute to process enhancements, standardization efforts, automation opportunities, and audit or regulatory review activities as needed.</p>
We are looking for a Credit Analyst to support credit evaluation and accounts receivable activities for a manufacturing operation in McKinney, Texas. This position focuses on reviewing customer financial information, monitoring account performance, and helping reduce payment risk while maintaining strong business relationships. The ideal candidate brings sound judgment, strong attention to detail, and the ability to manage collection priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Review customer credit applications, financial records, and payment history to determine appropriate credit decisions and exposure levels.<br>• Monitor receivables aging and account activity, identify developing risk patterns, and recommend practical actions to improve collections performance.<br>• Communicate with customers regarding past-due balances, resolve payment issues professionally, and support positive long-term account relationships.<br>• Prepare and maintain accurate documentation related to credit evaluations, collection activity, account status, and reporting requirements.<br>• Partner with internal teams such as sales, customer service, and finance to address account concerns and support timely resolution of billing or payment matters.<br>• Analyze trends in delinquency, dispute activity, and customer payment behavior to provide informed recommendations to leadership.<br>• Use SAP and other accounting or office systems to track account information, update records, and generate reports as needed.
<p>A busy company in the Lincoln Park area is seeking a Credit Analyst to join their growing company. This Credit Analyst will get the chance to join a growing team that loves promoting within and offers a flexible work schedule. This Credit Analyst will support risk-conscious growth by evaluating customer credit exposure and helping optimize cash flow. This ideal Credit Analyst will have expertise in assessing financial strength, recommending credit capacity, and partnering with commercial and operational teams to support sound business decisions. Other responsibilities of this Credit Analyst will include but not be limited to:</p><p><br></p><p><strong><u>Credit Analyst Responsibilities:</u></strong></p><p>• Oversee a portfolio of strategically important accounts by establishing credit parameters, tracking exposure levels, and taking action to keep risk within approved limits.</p><p>• Review financial statements, credit reports, and related data for prospective and existing customers to assess overall credit quality and recommend appropriate credit terms and limits.</p><p>• Identify suitable risk protection measures, including guarantees, letters of credit, and collateral arrangements, and coordinate with counterparties to secure and maintain accurate documentation.</p><p>• Partner with commercial, contracts, and legal teams to keep agreements current and aligned with the business activity they support.</p><p>• Monitor account activity and aging trends to uncover opportunities to accelerate collections, improve liquidity, and escalate delinquency concerns when needed.</p><p>• Work across internal functions and with external customers to investigate billing or account disputes and drive timely resolution.</p><p>• Continuously evaluate changes in customer financial condition and adjust credit availability in line with projected sales activity and acceptable risk tolerance.</p><p>• Prepare recurring credit and exposure reporting to support daily decision-making, portfolio planning, and management review.</p><p>• Coordinate with commercial teams to anticipate product movement, forecast exposure, and approve transactions in accordance with established credit standards.</p><p>• Support process improvement initiatives and special projects aimed at strengthening controls, increasing team efficiency, and enhancing cash flow performance.</p><p><br></p><p>This Credit Analyst position is paying between $100,000 and $115,000 annually depending on experience. If interested in this Credit Analyst role, apply today! </p>
<p>We are looking for a Credit Analyst to join a wholesale distribution organization in Addison, Illinois on a contract basis with the potential for a permanent role. This position is ideal for someone who can balance sound credit judgment with strong follow-through in collections and customer account management. The role focuses on evaluating credit exposure, supporting order flow, and partnering with internal teams to resolve account issues while maintaining healthy customer relationships.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a diverse book of customer accounts ranging from large national companies to small independent businesses, ensuring appropriate credit oversight across varying risk levels.</p><p>• Review financial statements, trade references, credit insurance guidance, and commercial credit data to determine suitable credit limits for new and existing accounts.</p><p>• Conduct collection outreach on overdue balances of all sizes and take timely action to drive payment resolution.</p><p>• Authorize the release of customer orders placed on credit hold after assessing account status and payment risk.</p><p>• Work closely with sales and customer service teams to address disputes, payment concerns, and other account-related challenges.</p><p>• Participate in regional discussions with sales partners to explain credit matters, account exposure, and collection priorities for shared customers.</p><p>• Prepare and deliver weekly updates to leadership summarizing collection activity, customer contact progress, and outstanding issues.</p><p>• Monitor account trends and escalate higher-risk situations when additional support or decision-making is needed.</p><p><br></p><p>The hourly pay range for this position is $31.25 to $36.58/hour. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.</p>
We are looking for a Credit Analyst to join our onsite team in Huntersville, North Carolina. This position supports a fast-paced, high-volume operation with a strong residential customer focus and requires someone who can balance sound credit judgment with responsive branch support. The ideal candidate brings a practical, solutions-oriented approach, communicates effectively across teams, and helps strengthen credit and collections processes in a growing organization.<br><br>Responsibilities:<br>• Review customer credit profiles and assess risk for new and existing accounts, using financial data, payment history, and credit applications to support informed decisions.<br>• Manage commercial and consumer collections activity by following up on outstanding balances, resolving account issues, and helping reduce aging receivables.<br>• Partner closely with branch teams and corporate stakeholders to address credit concerns, remove account barriers, and maintain strong internal working relationships.<br>• Monitor high-volume account activity to identify delinquency trends, recommend corrective actions, and help prevent vendor or customer credit holds.<br>• Support process improvement efforts by identifying inefficiencies in credit and collections workflows and helping implement more effective, scalable practices.<br>• Maintain accurate records in business systems and ensure account documentation, payment status, and credit-related notes are current and complete.<br>• Work with teams using platforms such as Sage Intacct, Oracle, Experian, QuickBooks, and ServiceTitan to reconcile credit data and support account management activities.<br>• Contribute to operational stability during periods of organizational growth by helping standardize credit practices across multiple business units and branch locations.
Seeking experienced professionals to support quality review, investigative oversight, and compliance-related activities within a regulated environment. This role focuses on evaluating completed reviews, ensuring documentation quality, and maintaining adherence to established standards and procedures. <br> Responsibilities: Review completed investigations, alerts, and case documentation for accuracy, completeness, and consistency Identify matters that require additional review, escalation, or follow-up Evaluate investigative findings and support reporting recommendations when appropriate Document review outcomes clearly and concisely Ensure work aligns with internal policies, procedures, and regulatory requirements Analyze trends, findings, and data to support quality and risk management initiatives
<p>We are looking for a Commercial Real Estate Credit Analyst to support the evaluation of Commercial Real Estate transactions in Tampa, Florida. This role focuses on assessing construction and permanent financing structures, building clear financial analyses, and preparing recommendations that guide lending and allocation decisions. The ideal candidate combines strong credit judgment with knowledge of commercial real estate lending and can communicate findings effectively to internal stakeholders and decision-making groups.</p><p><br></p><p>Responsibilities:</p><p>• Build and assess underwriting models for commercial real estate loans, including project budgets, cash flow projections, and long-term operating performance..</p><p>• Gather and organize transaction documentation needed for credit review, such as legal entity records, financing materials, financial statements, and construction-related files.</p><p>• Coordinate the review of third-party materials, including appraisals, market analyses, environmental reports, property condition assessments, and construction cost evaluations, to identify risks and confirm feasibility.</p><p>• Analyze proposed transactions and determine whether they should move forward toward approval, closing, and funding based on financial strength and overall viability.</p><p>• Prepare thorough credit memoranda and underwriting summaries that support recommendations bond structures, and debt products.</p><p>• Present findings to committees or boards, explain key assumptions and risks, and respond to questions regarding conclusions and recommended actions.</p><p>• Contribute to department goals by maintaining high standards of accuracy, collaborating with colleagues, and keeping leadership informed of material developments affecting assigned transactions.</p>
<p><strong>We are looking for an experienced Sr. Financial Analyst to join our in-person team in White Plains, New York. This role will play a central part in planning, reporting, and performance analysis by turning financial data into clear business insights. The ideal candidate brings strong modeling and forecasting expertise, sound judgment, and the ability to communicate findings effectively to leaders across the organization</strong>.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Build and refine financial models that support profit and loss analysis, scenario planning, and operational decision-making.</p><p>• Review balance sheet activity, investigate variances, and help ensure financial reporting is accurate and well supported.</p><p>• Lead budgeting and forecasting activities across departments, translating business drivers into reliable financial projections.</p><p>• Prepare recurring and ad hoc analyses that highlight performance trends, risks, and areas of opportunity for management.</p><p>• Present financial results and recommendations in a clear manner to stakeholders at different levels of the organization.</p><p>• Partner with cross-functional teams to support planning efforts, reporting needs, and broader business initiatives.</p><p>• Contribute to month-end, quarter-end, and year-end analytical processes by delivering timely financial insights and reconciliations.</p><p>• Handle sensitive financial information with professionalism while maintaining strong attention to detail and data integrity.</p>