<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>
We are looking for an experienced Financial Analyst to join our dynamic team in Midland, Texas. The ideal candidate will possess a solid background in finance and a proven ability to adapt in a fast-paced, collaborative environment. This role requires a self-motivated, detail-oriented individual who can confidently manage financial models, provide analytical insights, and contribute to overall operational excellence.<br><br>Responsibilities:<br>• Create, update, and refine complex financial models to support forecasting and strategic planning.<br>• Perform in-depth financial analyses to offer actionable insights and aid in decision-making processes.<br>• Handle daily cash management activities and support treasury operations with accuracy and efficiency.<br>• Contribute to month-end close procedures and assist in budgeting initiatives.<br>• Maintain organized financial records and collaborate across departments to gather and analyze key data.<br>• Take on additional office responsibilities as needed to ensure seamless operations and team collaboration.
<p>FP& A Analyst</p><p>We are seeking an FP& A Analyst to support financial planning, forecasting, and performance analysis across a diversified investment portfolio. This role partners closely with senior leadership and accounting to deliver insights that inform strategy, valuation, and capital allocation.</p><p>This is a high-impact opportunity for an analytical, detail-oriented professional who enjoys working in a lean, fast-paced environment and taking ownership of core financial processes.</p><p><strong>Location:</strong> Fort Lauderdale, FL (Broward County)</p><p>Key Responsibilities</p><ul><li>Build and maintain financial models for budgeting, forecasting, and return analysis</li><li>Prepare rolling forecasts and scenario analyses to support strategic decisions</li><li>Analyze performance versus budget and forecast; identify key drivers and trends</li><li>Develop dashboards and reporting packages for senior leadership</li><li>Support valuation analysis, board materials, and lender/investor reporting</li><li>Partner cross-functionally to ensure data accuracy and aligned financial insights</li><li>Assist with special projects, process improvements, and FP& A system enhancements</li><li>Strong analytics and data skills would be a huge plus</li></ul><p>Qualifications</p><ul><li>3–8+ years of experience in FP& A, corporate finance, investment, or consulting</li><li>Strong financial modeling, forecasting, and analytical skills</li><li>Ability to translate complex data into clear, actionable insights</li><li>Highly organized, detail-oriented, and comfortable managing multiple priorities</li><li>Strong written and verbal communication skills</li><li>Self-starter who thrives in a lean, entrepreneurial environment</li><li>Experience with BI tools, SQL, Tableau or Python is a plus</li></ul><p><br></p>
<p>We are looking for an experienced Senior FP& A Analyst to join our dynamic manufacturing team in Wichita, Kansas. In this role, you will collaborate with senior leadership to support essential financial planning and analysis processes, while delivering strategic insights that drive business performance. This position involves complex financial reporting, cost analysis, and forecasting to ensure informed decision-making across the organization. Reach out to Molly Gardner at 816-601-1196 or apply today! </p><p><br></p><p>Responsibilities:</p><p>• Create and present detailed financial and operational dashboards, forecasts, and reports to support business leaders.</p><p>• Prepare comprehensive monthly financial reporting packages for review by the management team.</p><p>• Develop and refine budgets and forecasts, aligning with both short-term objectives and long-term strategic goals.</p><p>• Maintain and update a rolling 13-week cash flow forecast to ensure accurate financial planning.</p><p>• Provide actionable insights on productivity, costs, and other key operational metrics to drive efficiency.</p><p>• Conduct thorough analysis of cash flow, product costs, and expenses, recommending improvements to leadership.</p><p>• Investigate variances in financial and operational performance, collaborating with teams to address and resolve issues.</p>
<p>We are looking for a detail-oriented Financial Analyst to join our team in Reading, Pennsylvania. This long-term contract position offers an excellent opportunity to contribute to the development and optimization of incentive pay programs and financial processes. The ideal candidate will bring a strong analytical mindset and expertise in financial systems to help drive effective decision-making and process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed analyses of bonus, commission, and incentive pay programs, presenting insights and recommendations to leadership.</p><p>• Create, manage, and optimize reports, dashboards, and metrics to track incentive pay usage and activity.</p><p>• Investigate market trends related to variable compensation and provide actionable suggestions.</p><p>• Collaborate in designing incentive programs that align with organizational goals and reward employee performance effectively.</p><p>• Oversee the administration of formal and discretionary awards processes.</p><p>• Assess existing pay processes and implement improvements to enhance efficiency.</p><p>• Provide analytical support for special projects as needed.</p><p>If interested, please send resume on a word document to Jim.Kirk@Roberthalf com</p>
We are looking for an experienced Financial Business Analyst to join our team on a long-term contract basis in Charlotte, North Carolina. In this role, you will provide critical financial insights, analysis, and reporting to support regional leadership and ensure strong governance practices. This position requires someone with a keen attention to detail, a strategic mindset, and a proven ability to handle complex financial operations.<br><br>Responsibilities:<br>• Prepare, update, and present annual budgets and regular financial forecasts.<br>• Develop and maintain standardized financial reports to evaluate regional performance effectively.<br>• Conduct detailed variance analyses to identify risks, opportunities, and key performance drivers.<br>• Support leadership with ad hoc financial analyses and respond to information requests promptly.<br>• Ensure transparency and consistency in financial reporting while adhering to governance standards.<br>• Collaborate with Financial Control and Financial Business Partners to uphold accounting standards and controls.<br>• Provide detailed financial insights to assist regional leaders and stakeholders in decision-making.<br>• Review, challenge, and validate financial assumptions from regional accounts to ensure accuracy.<br>• Consolidate contract-level data to deliver clear financial results for sub-regions or sectors.<br>• Monitor and report revenue, costs, margins, and cash flow to ensure timely and accurate portfolio performance.
<p>A fast-growing, VC-backed Fintech is currently looking for a Senior Business Analyst to join its team. This is a rare opportunity to join at the ground floor and help shape the future of decentralized financial infrastructure. This role is ideal for a structured, detail-oriented consultant or implementation specialist who loves being in the trenches of functional delivery. You'll partner closely with the CEO and cross-functional teams to design workflows, define requirements, operationalize processes, and serve as the connective tissue across the organization.</p><p><br></p><p>Responsibilities will include:</p><p>· Lead requirements gathering via workshops, user interviews, and structured analysis</p><p>· Develop crisp functional specifications, workflows, business rules, and front-end behavior docs</p><p>· Map as-is/to-be processes and run gap analyses to improve efficiency and user experience</p><p>· Facilitate client workshops and translate insights into requirements, decision logs, and product direction</p><p>· Own UAT strategies, test cases, defect triage, and release readiness validation</p><p>· Create training materials and support both internal and client onboarding</p><p>· Drive alignment with product, engineering, UX, QA, and client-facing teams</p><p>· Maintain project plans, risks, timelines, and cross-functional communication</p><p><br></p><p>For immediate consideration please contact Alex.Muzaurieta@roberthalf.</p>
We are looking for a highly skilled Financial Business Analyst to join our team on a long-term contract basis in Menlo Park, California. In this role, you will collaborate closely with finance and business stakeholders to optimize financial systems and processes, ensuring accurate and timely reporting. You will serve as a strategic partner, leveraging your expertise in Oracle Cloud and other financial systems to drive meaningful improvements across key financial functions.<br><br>Responsibilities:<br>• Act as a subject matter expert for Oracle Cloud and other financial systems, providing guidance and support for business processes.<br>• Analyze existing financial systems and operational procedures to identify areas for improvement and streamline processes.<br>• Collaborate with finance and business stakeholders to gather requirements, propose enhancements, and resolve system-related issues.<br>• Draft comprehensive business requirements documents, create user acceptance testing plans, and develop training materials for system transformations.<br>• Partner with cross-functional teams, including IT, to design and implement effective business solutions.<br>• Monitor project progress, provide status updates, and address risks and challenges to ensure successful execution.<br>• Utilize knowledge of finance, accounting, and tax processes to deliver solutions that align with business goals.<br>• Lead requirements gathering sessions and support the testing and implementation of new systems or enhancements.<br>• Build and maintain strong relationships with process owners and stakeholders to facilitate collaborative decision-making.<br>• Maintain a strategic and tactical approach to address critical business needs while achieving operational excellence.
We are looking for an experienced Financial Analyst to join our team in Bettendorf, Iowa. This role offers an opportunity to contribute to key financial processes, ensuring accuracy in cost tracking and performance reporting. The ideal candidate will play a pivotal role in improving financial controls and supporting strategic decision-making.<br><br>Responsibilities:<br>• Develop standardized formats for tracking project progress across various initiatives.<br>• Research and incorporate best practices into project management processes to enhance tools and capabilities.<br>• Monitor company-wide performance metrics through scorecards and recommend actions to address discrepancies.<br>• Generate timely reports on delivery schedules and labor efficiency metrics.<br>• Track and analyze warranty, scrap, and rework costs as part of quality expense reporting.<br>• Collaborate with leadership to optimize costing methodologies and financial control processes.<br>• Conduct detailed financial analyses and deliver insights through ad hoc projects.
<p>We are looking for a talented Financial Analyst to join our team in Rancho Cucamonga, California. In this role, you will play a vital part in supporting financial operations, providing insights, and ensuring compliance with internal controls. The ideal candidate will have a strong background in financial analysis, advanced Excel skills, and experience with business systems. Please call Brigitte Mendez @ 909-717-4037 if interested or call your Robert Half Recruiter directly.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain the annual budget, ensuring accuracy and alignment with company goals.</p><p>• Prepare monthly forecasts and weekly financial updates to provide timely insights for decision-making.</p><p>• Execute month-end close procedures, including reconciliation and reporting tasks.</p><p>• Generate comprehensive monthly financial reports to summarize performance and highlight key trends.</p><p>• Conduct ad-hoc financial analyses to address business needs and support strategic planning.</p><p>• Evaluate and test internal controls to ensure compliance with regulatory standards.</p><p>• Collaborate with cross-functional teams to analyze and improve cash flow processes.</p><p>• Utilize advanced Excel functionalities to optimize financial models and streamline reporting.</p><p>• Leverage knowledge of business systems to enhance efficiency in financial operations.</p>
<p>We are looking for an FP& A Analyst to join our client's team in Las Vegas, Nevada. In this role, you will play a crucial part in driving financial planning and analysis efforts, ensuring alignment with organizational goals and delivering actionable insights. The ideal candidate will have capital planning and operations support experience. This position offers an opportunity to collaborate across multiple locations and contribute to strategic decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate the annual operational and capital budgeting processes, including setting timelines, creating templates, and establishing review protocols.</p><p>• Develop and maintain rolling forecasts by integrating actual data, trends, and key indicators such as traffic metrics and labor indices.</p><p>• Collaborate with operations teams to translate operational metrics into accurate financial projections.</p><p>• Oversee the capital planning cycle by tracking approved projects, managing spending schedules, and evaluating returns against initial benchmarks.</p><p>• Consolidate site-level budgets into divisional and corporate profit and loss statements, ensuring compliance with organizational reporting standards.</p><p>• Conduct detailed variance analyses, including budget-to-actual comparisons and reforecasting recommendations, and present findings to stakeholders.</p><p>• Prepare and deliver quarterly forecast updates to executive leadership, highlighting potential risks and opportunities.</p><p>• Support the development of a quarterly business review process to enhance strategic planning and decision-making.</p><p>• Maintain multi-year net asset value models that connect operational assumptions to long-term financial objectives.</p><p><br></p><p>If you are interested in learning more about this opportunity, please contact Kathy Beavers at Robert Half, see contact information on LinkedIn.</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>
We are looking for a skilled Financial Analyst to support budgeting and financial planning processes in our organization. This role requires a detail-oriented individual with expertise in data analysis and reporting tools to provide insights that drive decision-making. The ideal candidate will thrive in a dynamic environment and be adept at handling complex financial models and reports.<br><br>Responsibilities:<br>• Develop and maintain detailed financial models to support budgeting and forecasting needs.<br>• Conduct variance analysis to identify discrepancies and provide actionable recommendations.<br>• Utilize advanced Excel functions and Power BI to analyze data and create visual reports.<br>• Collaborate with cross-functional teams to gather financial data and ensure accuracy.<br>• Monitor budget performance and assist in preparing financial reports for management.<br>• Apply data mining techniques to uncover trends and insights that inform strategic decisions.<br>• Provide support in the preparation of monthly, quarterly, and annual financial reviews.<br>• Ensure compliance with financial policies and procedures during analysis and reporting.<br>• Contribute to process improvements by identifying opportunities for automation and efficiency.
We are looking for a detail-oriented Financial Analyst to join our team in Tustin, California. This role involves analyzing financial data, generating reports, and supporting decision-making processes to ensure the organization meets its financial goals. The ideal candidate will have expertise in accounting systems and a strong ability to interpret complex data.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms.<br>• Implement and optimize accounting software systems to enhance operational efficiency.<br>• Conduct audits to ensure compliance with financial regulations and organizational standards.<br>• Manage budget processes, including forecasting and monitoring expenditures.<br>• Perform data mining techniques to extract valuable insights for financial planning.<br>• Support capital management strategies to optimize resource allocation.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Ensure accurate accrual accounting practices are maintained.<br>• Assist in the evaluation and improvement of CRM systems related to financial operations.
We are looking for an experienced Financial Analyst to join our team in Newport News, Virginia. This role is essential in supporting the financial planning, reporting, and analysis for a portfolio of multifamily residential properties. The ideal candidate will combine technical accounting expertise with strong analytical capabilities to drive accurate reporting and optimize property performance.<br><br>Responsibilities:<br>• Prepare detailed monthly, quarterly, and annual financial statements for a portfolio of properties.<br>• Analyze budget-to-actual variances, identify trends, and propose actionable solutions.<br>• Manage the budgeting and forecasting process for property operations and capital projects.<br>• Conduct in-depth cash flow analysis, rent roll reviews, and occupancy trend reporting.<br>• Ensure the accuracy of general ledger reconciliations and compliance with internal controls.<br>• Support audits, tax filings, and lender reporting requirements with thorough documentation.<br>• Develop financial models to evaluate acquisitions, dispositions, and refinancing opportunities.<br>• Collaborate with property managers and leadership teams to provide financial insights for decision-making.<br>• Drive process improvements to enhance the accuracy and efficiency of financial reporting.<br>• Handle other financial tasks and responsibilities as needed.
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting team is partnering with a venture capital firm</strong> to identify a Senior Valuation Analyst to join their growing team.</p><p> </p><p><strong>About the Company</strong></p><p>Our client is a venture capital firm investing in high-potential companies across enterprise software, fintech, and other innovative sectors. The firm operates with a lean, entrepreneurial mindset and a highly collaborative culture. The team values strategic thinking, flexibility, and a long-term perspective focused on building durable, sustainable businesses.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly fair value analyses for portfolio companies, applying standard VC valuation approaches and documenting key assumptions and market factors.</li><li>Present valuation conclusions and methodology clearly to auditors, internal committees, and firm leadership.</li><li>Support quarterly and annual close activities, including review and preparation of financial statements and partner reporting.</li><li>Oversee capital activity by reviewing capital calls, distributions, cash forecasting, and reconciliations for accuracy.</li><li>Assist with audits by preparing support schedules, responding to auditor requests, and managing related follow-ups.</li><li>Provide guidance and development support to fund accounting staff and respond to LP questions as needed.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst to join our team on a long-term contract basis in Goleta, California. In this role, you will provide critical financial insights and analysis to support business decision-making. Your expertise in financial modeling and data analysis will play a key role in driving success for our organization.<br><br>Responsibilities:<br>• Create detailed financial models to support budgeting, forecasting, and strategic planning processes.<br>• Analyze financial data and trends to provide meaningful insights and recommendations.<br>• Conduct ad hoc financial analyses to address specific business questions and challenges.<br>• Perform variance analysis to identify discrepancies and provide actionable solutions.<br>• Utilize data mining techniques to extract valuable information from complex datasets.<br>• Collaborate with cross-functional teams to ensure alignment on financial objectives and outcomes.<br>• Prepare comprehensive reports and presentations to communicate findings to stakeholders.<br>• Continuously refine financial processes to improve efficiency and accuracy.<br>• Monitor key performance indicators and track financial progress against objectives.
<p><strong>Financial Analyst / Underwriter - HYBRID, Hartford</strong></p><p><strong>Contact: </strong>Brittany Rizzo / [email protected]....</p><p><strong>Reference ID:</strong> BR0013272602</p><p><br></p><p>Our client has partnered with Robert Half in their search for a Financial Analyst to join their team in Hartford, Connecticut. In this hybrid role, you will apply your expertise to evaluate financial risks and provide advanced underwriting analysis, ensuring adherence to company guidelines and standards. This position offers an exciting opportunity to contribute to the success of an established insurance organization, and a clear path for growth. </p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed underwriting evaluations to assess individual risks, ensuring compliance with company policies and industry standards.</p><p>• Analyze financial statements and data to make informed decisions regarding risk acceptability and pricing.</p><p>• Collaborate with internal teams to develop accurate financial models and projections.</p><p>• Perform variance analysis to identify discrepancies and provide actionable insights.</p><p>• Utilize data mining techniques to uncover trends and opportunities for optimization.</p><p>• Prepare ad hoc financial analyses to support strategic decision-making and business planning.</p><p>• Review coverages, terms, and conditions to ensure alignment with company objectives.</p><p>• Maintain up-to-date knowledge of market trends and regulatory changes impacting financial underwriting.</p><p>• Communicate findings and recommendations effectively to stakeholders and management.</p><p>• Assist in developing strategies for risk management and improving underwriting processes.</p>
<p>We are assisting one of our clients on a confidential search for a Financial Reporting Manager/Senior Accountant who is looking for strong growth opportunities! This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, audit and controls management, technical accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manager/Senior Accountant will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset.</p><p><br></p><p>How you will make an impact</p><p>· Generate monthly, quarterly financial reports & statements</p><p>· Account Reconciliation </p><p>· Prepare quarterly earnings communications</p><p>· Coordinate internal and external audits</p><p>· Build and establish strong client relationships</p><p>· Complete trend and variance analysis</p><p>· Perform financial forecasting</p><p>· Monitor Compliance</p><p>· Recommend areas for revenue generation</p><p>· Assist with ad hoc projects</p>
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for a detail-oriented Financial Analyst to join our team in Reading, Pennsylvania. In this role, you will play a critical part in ensuring accurate financial reporting, supporting budgeting and forecasting processes, and delivering insights that aid strategic decision-making. This position requires strong analytical skills, a proactive approach to problem-solving, and effective communication to collaborate across teams.<br><br>Responsibilities:<br>• Conduct monthly reconciliation and analysis of financial data to ensure accurate reporting aligned with accounting principles.<br>• Prepare detailed financial reports and presentations, highlighting trends and explaining variances in forecasts, budgets, and prior year comparisons.<br>• Collaborate with remote units to review month-end data, investigate anomalies, and ensure the accuracy of financial inputs.<br>• Develop margin analysis schedules, customer analysis reports, and SG& A schedules to facilitate comprehensive variance analysis.<br>• Support the creation of monthly finance updates, including performance metrics, bookings, backlog trends, and other key indicators.<br>• Assist in the annual budgeting process and rolling forecasts, ensuring alignment with organizational goals.<br>• Perform in-depth analysis on financial results and business indicators to identify opportunities and risks.<br>• Partner with accounting and finance teams to refine month-end reporting and forecasting activities.<br>• Offer recommendations for process improvement based on thorough reviews of current systems and workflows.<br>• Handle ad hoc financial tasks as needed to support departmental objectives.
<p><em>The salary range for this position is $175,000-$185,000 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>The two biggest things on people’s minds right now: ‘The new year is almost here!’ and ‘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>PRIMARY PURPOSE OF POSITION</strong></p><p><strong> </strong></p><p><strong> </strong>Leads the development of all SEC quarterly and annual financial reports. Ensures effective disclosure controls and effective internal controls over financial reporting. Ensures the complete, accurate and timely submission of all external financial reporting information to the SEC. Interprets FASB/GAAP and SEC guidance to determine their impact on financial reporting matters. Manages a team of capable, high-performing accounting professionals.</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Active leader in the company's controllership community, as well as the overall finance community. (15%)</li><li>Manages the development of all SEC, FERC and state quarterly and annual financial reports. (15%)</li><li>Manages the internal financial reporting process and historical analyses of results of operations. (10%)</li><li>Main point of contact with the Business Unit internal reporting teams. (15%)</li><li>Liaison with external auditors, external and internal legal counsel and other external reporting contributors. (15%)</li><li>Interprets new technical guidance (FASB/GAAP, SEC, etc.) and other regulatory pronouncements and determines the impact on the company's financial reporting. (25%)</li><li>Works with Internal Audit and Manager of Accounting to ensure effective disclosure controls and effective internal controls over financial reporting. (5%)</li></ul>
<p>Are you a Senior Accountant or experienced Auditor withing a CPA firm looking to take your career to the next level within a dynamic and complex corporate finance environment? This is your opportunity to step into a high-impact role where you’ll collaborate with executive leadership, hone your financial reporting expertise, and contribute to organizational initiatives across departments. We are seeking a motivated Corporate Accounting Analyst to support the Chief Accounting Officer and Corporate Controller as a key member of the Finance team. This role is ideal for someone who thrives in a fast-paced environment, values ownership and accountability, and is eager to grow into a leadership position.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Financial Reporting & Analysis:</p><p>- Work with multi-layered, multi-division financial reporting structures, including approximately 50 subsidiaries, an expanding international footprint, and shared service centers.</p><p>- Perform intercompany eliminations, currency conversions, general ledger reconciliations, corporate allocations, and adjusting journal entries.</p><p>- Prepare monthly, quarterly, and annual financial statements for internal and external purposes.</p><p>- Assist with annual financial audits and corporate tax preparation.</p><p>- Contribute to automation initiatives by working with internal programmers to streamline transactions, reporting, and reconciliations.</p><p><br></p><p>Budgeting, Forecasting, and Strategic Initiatives:</p><p>- Support corporate budgeting, forecasting, and controls, including analyzing and reporting on - revenue, overhead costs, cash flow, and staffing fluctuations.</p><p>- Partner with the Chief Accounting Officer and Corporate Controller to drive Finance Department initiatives, including internal control enhancements and the adoption of new accounting standards.</p><p>- Periodically participate in cross-departmental activities, such as HR, legal, and procurement initiatives.</p><p><br></p><p>Cross-Functional Collaboration:</p><p>- Communicate and coordinate effectively with operating divisions, corporate departments, and external financial partners.</p><p>- Contribute to finance department process improvements and strategic corporate initiatives.</p><p><br></p><p>Please apply directly to this post for consideration. If you have additional questions, please contact Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn.</p>
We are looking for a highly motivated Financial Analyst to join our team in Midland, Texas. This role offers an exciting opportunity to contribute to the management of private investments, financial reporting, and strategic planning. The ideal candidate will play a critical role in providing insightful analyses, ensuring accurate records, and collaborating with internal and external stakeholders to support informed decision-making.<br><br>Responsibilities:<br>• Develop and maintain robust financial models to evaluate investments, asset allocations, and performance metrics.<br>• Assist in creating and managing budgets, forecasting financial outcomes, and tracking expenditures across various entities.<br>• Prepare comprehensive financial reports, investment summaries, and presentations tailored for stakeholders.<br>• Monitor market trends, analyze portfolio holdings, and provide benchmark comparisons to support strategic decisions.<br>• Conduct in-depth ad hoc analyses to aid in wealth planning, estate administration, and philanthropic initiatives.<br>• Coordinate accounting, tax, audit, and compliance activities with relevant internal and external teams.<br>• Support due diligence efforts for new investments, including private equity, real estate, and alternative assets.<br>• Ensure the accuracy and confidentiality of financial documentation and maintain organized records.
