We are looking for a highly skilled and detail-oriented Financial Analyst to join our team in Syracuse, New York. This long-term contract position offers an excellent opportunity to work on diverse financial projects while contributing to meaningful business insights. The ideal candidate will excel in financial modeling, analysis, and reporting, and thrive in collaborative environments.<br><br>Responsibilities:<br>• Analyze financial data to provide actionable insights that support strategic business decisions.<br>• Assist in the development and management of budgets, forecasts, and variance analyses.<br>• Build and maintain financial models and dashboards to monitor key performance indicators.<br>• Support month-end and year-end financial closing activities, ensuring accurate reporting.<br>• Collaborate with cross-functional teams, including accounting, operations, and leadership, to align financial strategies.<br>• Prepare comprehensive reports and presentations to communicate findings to stakeholders.<br>• Conduct ad hoc financial analyses to address specific business challenges or opportunities.<br>• Ensure compliance with internal policies and controls while maintaining data accuracy.
<p>We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a vital part in supporting financial planning and analysis activities, helping the organization understand its performance and make informed decisions. This position offers the opportunity to contribute to forecasting, liquidity management, and strategic decision-making while collaborating with various internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Collect and analyze financial data across forecasting, reporting, treasury, and revenue cycle management to provide insights into business performance.</p><p>• Develop and maintain financial models to predict revenue, expenses, headcount, and other critical metrics, ensuring accurate projections.</p><p>• Monitor daily cash flow activities, including deposits and disbursements, to create both short- and long-term liquidity forecasts.</p><p>• Collaborate with department leaders to assess capital needs and incorporate macroeconomic factors into cash flow predictions.</p><p>• Prepare weekly variance reports to explain deviations from forecasts, aiding in setting expectations for senior leadership and stakeholders.</p><p>• Provide analytical support for strategic decisions, including M& A due diligence and market trend analysis.</p><p>• Identify and report financial process discrepancies to ensure compliance with internal standards.</p><p>• Partner with senior leadership to improve financial transparency and support organizational goals.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p>Our client is looking for a skilled Financial Analyst to join our dynamic team in Central Kentucky. In this role, you will play a key part in analyzing financial data, developing actionable insights, and supporting strategic decision-making for our organization. If you thrive in a fast-paced environment and have a passion for optimizing financial processes, this position is designed for you.</p><p><br></p><p>Responsibilities:</p><p>• Analyze historical and current financial data to identify patterns and inform business strategy.</p><p>• Develop and refine financial models to support budgeting, forecasting, and variance analysis.</p><p>• Prepare detailed financial reports on a monthly, quarterly, and annual basis for internal stakeholders.</p><p>• Monitor key performance indicators (KPIs) and assess operational efficiency to drive improvements.</p><p>• Conduct cost accounting and margin analysis to evaluate product and service profitability.</p><p>• Perform ad hoc financial analyses to support pricing strategies, investment evaluations, and other initiatives.</p><p>• Collaborate with the accounting team to ensure accuracy during month-end close processes.</p><p>• Provide recommendations based on data insights to enhance profitability and cost management.</p><p>• Assist in creating presentation materials for executive leadership and board meetings.</p>
<p>Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.</p><p>• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.</p><p>• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.</p><p>• Engage with external partners to guarantee timely and high-quality deliverables.</p><p>• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.</p><p>• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.</p><p>• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.</p><p>• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.</p>
Are you a experienced accounting detail oriented with a passion for financial reporting and technical accounting? Our client, a dynamic organization operating in a multi-entity environment, is seeking a Senior Financial Reporting Analyst to join their growing team. This role offers the opportunity to work on high-impact projects including SEC filings, technical accounting assessments, and financial consolidations. <br> Key Responsibilities Lead monthly financial statement consolidation and prepare supporting workbooks (e.g., cash flow, equity rollforward, non-GAAP measures). Prepare and analyze journal entries related to equity transactions, corporate allocations, and eliminations. Maintain and update share-based compensation calculations, including recurring and non-recurring adjustments. Assist in the preparation of quarterly and annual SEC filings (Forms 10-Q, 10-K, 8-K). Collaborate with external partners to ensure accurate XBRL tagging and reporting. Research and document technical accounting issues in compliance with GAAP. Support quarterly and annual audit processes, including preparation of PBC items. Conduct peer reviews to enhance disclosure effectiveness and stay current with SEC trends. Participate in goodwill and intangible asset impairment assessments.
Financial Analyst Robert Half is looking for a contract Financial Analyst to join a fast-growing company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include be responsible for advising management on the allocation of resources to best accomplish objectives and preparing reports for management. You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management. Role & Responsibilities <br> · Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations · Supporting weekly, quarterly and annual Area/Segment level Bookings and P& L forecasting · Analyzing performance to date and assessing potential risks and opportunities · Understanding and explaining internal and external drivers impacting performance and trending · Learning and applying econometric and statistical methods to forecasting · Enabling effective Business Intelligence (BI) to provide forward-looking insight and decision support · Provide analytical support during New Year readiness/Year End planning cycle · Drive the strategy and business planning process · Become embedded within the Marketing and Customer Success organizations. Establish trust and quickly understand the key drivers of the business, economic trends and core metrics · Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Cam · +.6058uop[paign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization · Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans · Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources in the best way possible · Drive monthly reporting to business partners on financial results and actions required · Work with Accounting on the monthly and quarterly financial close process Please apply online or through our Robert Half app
<p><strong>ob Description: Financial Analyst</strong></p><p><strong>Overview:</strong></p><p>A Financial Analyst helps organizations make informed financial decisions by collecting, analyzing, and interpreting financial data. This role plays a vital part in budgeting, forecasting, and strategic planning, providing insights that drive profitability and growth.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data, identify trends, and prepare regular reports to guide business strategy.</li><li>Build and manage financial models for forecasting and scenario analysis.</li><li>Assist with budgeting and variance analysis to compare actual vs. projected performance.</li><li>Evaluate investment opportunities, cost reduction initiatives, and overall financial performance.</li><li>Prepare ad hoc analyses and presentations for senior management.</li><li>Collaborate with cross-functional teams to gather data and ensure data accuracy.</li><li>Monitor industry, market, and economic trends as they relate to company performance.</li><li>Ensure compliance with company policies and external regulations.</li><li>Support the month-end and year-end close process as needed.</li></ul><p><br></p>
<p>We are looking for an experienced Senior FP& A Analyst to provide vital financial insights and support strategic decision-making within the food and food processing industry. Based in Santa Ana, California, this role focuses on enhancing reporting capabilities and developing data-driven solutions using advanced tools like Excel, Power BI, and FP& A software.</p><p><br></p><p>Responsibilities:</p><p>• Drive financial planning, forecasting, and budgeting processes across multiple business units.</p><p>• Create and maintain complex financial models using advanced Excel techniques, including Power Query and pivot tables.</p><p>• Design and manage Power BI dashboards to present key performance metrics and trends.</p><p>• Conduct in-depth analysis of sales, margins, and operational performance to identify risks and opportunities.</p><p>• Collaborate with teams across Sales, Marketing, and Supply Chain to support strategic initiatives.</p><p>• Compile and present monthly and quarterly financial reports to senior leadership.</p><p>• Perform scenario modeling, variance analysis, and generate ad hoc reports as needed.</p><p>• Support data integration efforts with FP& A systems and tools to streamline reporting processes.</p>
<p>Very large NYSE traded company in Central Morris County is seeking a Sr. Specialist in their SEC Reporting Group. The successful candidate with have 2+ years of public company SEC reporting experience either in a corporate setting or within Big 4 or large regional public accounting with SEC clients. Will support all SEC reporting including preparation of Form 10K and 10Q reports. Will also assist in preparing financial statements for public reporting entities. Must have a degree in Accounting and a CPA or CPA track is preferred. Strong financial reporting and SEC reporting experience. Great opportunity to gain high exposure in this larger organization working directly for the SEC Financial Reporting Manager. Experience with SAP is a plus but not required. This Senior SEC Accountant position is highly visible with a good potential for future growth. Salary $80-120k depending on experience, plus bonus and great benefits. </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><strong>Exciting Opportunity for a Financial Analyst! </strong></p><p><br></p><p>We are seeking a Financial Analyst to join a dynamic and growing organization. The ideal candidate will thrive in a fast-paced environment, demonstrate strong communication skills, and possess a passion for learning and driving improvements. This is a newly created position offering the opportunity for career growth and advancement. For consideration please apply with your most up to date resume and call Aislynn at 608-716-5643. </p><p><br></p><p><strong>Key Responsibilities & Qualifications:</strong></p><ul><li><strong>Engaging Communication Skills:</strong> Ability to effectively present financial data and analysis to leadership, while clearly communicating core accounting principles (foundational GAAP practices). This role will become the face of a key business segment and contribute to organizational decision-making</li><li><strong>Experience in Publicly Traded Organizations:</strong> Previous experience working with publicly traded companies is a plus (not a requirement), as this position will support the accuracy and insights needed for financial reporting</li><li><strong>Open to All Experience Levels:</strong> Whether you're an entry-level professional eager to learn or a seasoned financial analyst seeking a change, we welcome candidates with the drive to grow and adapt</li><li><strong>Supporting Key Initiatives:</strong> Work closely with team leadership on cost control measures, monthly forecasting, and maintaining accurate budgeting for various business units while preparing monthly financial reports</li></ul>
<p>We are looking for a skilled Financial Analyst to join our team in Muskegon, Michigan. In this role, you will be responsible for analyzing financial data, preparing reports, and contributing to the effective management of public funds. The ideal candidate will play a key role in ensuring fiscal transparency while supporting strategic initiatives and municipal priorities.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analyses of financial data, including revenues, expenditures, and forecasts, to assist in strategic decision-making.</p><p>• Collaborate with city departments to develop, monitor, and report on annual budgets, ensuring alignment with organizational goals.</p><p>• Prepare comprehensive financial reports and dashboards for presentation to senior officials and stakeholders.</p><p>• Perform trend analyses to evaluate economic changes, spending patterns, and projected revenue streams.</p><p>• Work closely with department managers to assess budgetary requirements and identify opportunities for cost optimization.</p><p>• Ensure compliance with financial regulations at the city, state, and federal levels.</p><p>• Review and reconcile financial accounts, identifying and resolving discrepancies as needed.</p><p>• Develop financial models and projections to support long-term planning and city initiatives.</p><p>• Contribute to audit processes by providing necessary documentation and analytical support.</p><p>• Identify and address risks and opportunities in fiscal operations, recommending strategies for improvement.</p>
<p>Robert Half has partnered with a growing manufacturer in the Biddeford area to locate a Financial Analyst for a full time position with benefits.</p><p><br></p><p>The ideal <strong>Financial Analyst </strong>will have the following skills and experience:</p><ul><li>Bachelors Degree in Finance, Accounting or similar</li><li>3+ years Manufacturing industry exposure</li><li>5+ years combined FP& A analyst or accounting roles</li><li>Advanced Excel or Power user</li><li>Forecasting, Revenue Recognition</li><li>ASC 606 knowledge preferred</li></ul><p><br></p><p>Employer offers generous benefits including: Health, vision dental, retirement plan with match, paid vacation, holidays and more.</p><p><br></p><p>For consideration, please apply online with resume.</p><p>Jennifer Thompson</p><p>Robert Half Finance & Accounting - Permanent Placement</p>
<p>Robert Half is partnering with a growing manufacturing company near Eau Claire, WI for an onsite Financial Analyst search. This is a great opportunity to help build out an FP& A department and be part of a high-growth company! This is not job where you'll sit behind your computer screen all day, you'll interact with all the business units and help them grow! In this role, you will analyze financial data, develop models, and provide actionable recommendations to enhance business strategies. You will play a key role in supporting organizational decision-making through detailed reporting and forecasting. This is an onsite position. Salary is $85k-105k + 10% bonus</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial statements and operational metrics to identify trends and provide actionable insights.</p><p>• Create and maintain financial models, forecasts, and budgets to support strategic planning.</p><p>• Collaborate with various departments to offer financial guidance and prepare ad-hoc reports.</p><p>• Develop and present financial reports, including variance analyses, on a monthly, quarterly, and annual basis.</p><p>• Track and evaluate key performance indicators and ensure alignment with budgetary goals.</p><p>• Partner with teams to assess the financial implications of business strategies and decisions.</p><p>• Assist in long-term financial planning and conduct scenario analyses to support organizational goals.</p><p>• Identify opportunities for cost optimization and recommend process improvements.</p><p>• Ensure adherence to internal controls, company policies, and regulatory requirements.</p><p>• Support quality management initiatives and perform additional duties as needed.</p>
<p>Are you passionate about turning data into insights that drive smart business decisions?<strong> </strong>A dynamic and growth-oriented company in the Harrisburg area is seeking a <strong>Financial Analyst</strong> to join their team. This role is perfect for someone who enjoys digging into numbers, spotting trends, and supporting leadership with clear, actionable analysis.</p><p><br></p><p>Key Responsibilities</p><ul><li>Analyze financial data and create reports to support strategic decision-making</li><li>Develop and update financial models, forecasts, and budgets</li><li>Prepare monthly, quarterly, and annual financial analyses</li><li>Review variances and identify opportunities for cost savings and process improvements</li><li>Collaborate with Accounting, Operations, and Management to interpret financial results</li><li>Assist with KPI reporting and dashboard development</li><li>Support ad hoc analysis and special projects as assigned</li><li>Maintain accuracy and integrity of financial information</li></ul><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><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is perfect for a detail‑driven, analytical professional with strong expertise in valuation, fund operations, and venture capital financial reporting. You will be central to the quarterly fair‑value process, fund accounting support, audit preparation, and investor reporting for a diverse and growing VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Valuations (Quarterly ASC 820 Compliance)</strong></p><ul><li>Prepare and document quarterly valuation analyses using established venture capital valuation methodologies.</li><li>Assess and validate key assumptions using company‑specific, legal, and market‑based inputs.</li><li>Present valuation findings, support, and methodologies to auditors, valuation committees, and firm partners.</li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support the quarterly close process, including review of financial statements and partner capital statements.</li><li>Assist with the preparation of quarterly and annual audited financials.</li><li>Review capital call and distribution allocations for accuracy and compliance.</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate financial and valuation reporting.</li><li>Maintain and improve valuation models for Level 3 investments.</li><li>Collaborate with portfolio company management teams to gather financial and qualitative inputs.</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal.</li><li>Assist with capital call and distribution processes and broader operational workflows.</li><li>Contribute to materials for annual meetings and advisory committee sessions.</li><li>Partner with Compliance leadership on documentation, DDQs, controls, and SEC audit readiness.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Valuations Analyst | Venture Capital| San Francisco | Hybrid</strong></p><p> </p><p>Our client is a leading venture capital firm known for partnering with high-growth companies and driving innovation across their portfolio. The firm values analytical rigor, collaboration, and a high-performance culture.</p><p> </p><p>Join a fast-paced, supportive team where your work directly impacts investment decisions and fund operations. The Senior Valuation Analyst role offers exposure to fund leadership, cutting-edge investment strategies, and opportunities to grow professionally while contributing to operational excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and document quarterly valuations for portfolio companies</li><li>Review valuation assumptions, market inputs, and provide reports to auditors and leadership</li><li>Support quarterly closes, financial statements, and partners’ statements</li><li>Manage capital calls, distributions, management fees, and cash forecasting</li><li>Mentor fund accountants and coordinate with auditors and LPs</li><li>Assist with tax schedules, investor communications, and due diligence requests</li><li>Maintain valuation models, NAV packages, and financial documentation</li><li>Support compliance, audits, and operational projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>Overview:</strong></p><p>The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></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>Looking for a Senior Credit Analyst in Commercial and Industrial (C& I) Lending to join our growing client with new offices in Southern NH & Northshore MA. The Credit Analyst is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
<p><br></p><p>Our client, a private equity backed and rapidly growing government contractor in the technology sector, is looking for an experienced Financial Analyst to join their team in Fairfax, Virginia. This is a great opportunity for a Financial Analyst to take their career to the next level with a great amount of career runway as this company continues to build their finance team and overall infrastructure. We are looking for an experienced Financial Analyst to take on a pivotal role in driving financial strategy and operational excellence within our client's organization. This position will focus on delivering accurate forecasts, enhancing financial models, and providing actionable insights to support executive-level decision-making. Operating in a dynamic and fast-paced environment, the ideal candidate will bring a blend of analytical expertise and business acumen to fuel growth and optimize performance.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial forecasts, annual operating plans, and long-term strategic models.</p><p>• Collaborate with executive leaders to translate business objectives into measurable financial metrics and actionable strategies.</p><p>• Assess trends in revenue, margins, and costs to identify opportunities for efficiency and profitability improvements.</p><p>• Prepare detailed monthly and quarterly management reports, including variance analyses, key performance indicators, and executive presentations.</p><p>• Conduct valuation modeling, scenario planning, and sensitivity analyses to support investor (P/E) and executive-level discussions.</p><p>• Work cross-functionally to enhance forecast accuracy and streamline data integration across various systems and tools.</p><p>• Build and refine financial models to guide decisions related to pricing, resource allocation, and capital investments.</p><p>• Support strategic initiatives, including due diligence and integration activities tied to private equity investments and exit strategies.</p><p>• Continuously refine FP& A processes and tools to ensure agility and data-driven decision-making in a fast-paced environment.</p><p><br></p><p>The base pay range for this role is between $140k and $170k and your base pay will depend on your skills, experience, certifications and other business needs. The client offers medical benefits as part of their overall compensation package. </p><p> </p><p>Please submit your resume in confidence to Raj Khanna, Senior Vice President, Robert Half for immediate consideration for this or one of our many current openings in the Washington, DC Metro area.</p>
