<p>We are looking for a Manager, Family Office Accounting to lead core accounting activities for a complex family office environment in Old Bridge, New Jersey. This position oversees financial operations across multiple entities while delivering accurate reporting, organized records, and decision-ready analysis for leadership and family stakeholders. The role also serves as a key partner on tax support, investment accounting, cash oversight, and day-to-day issue resolution.</p><p><br></p><p>Benefits: Medical, Dental, Vision, PTO.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting operations for multiple family office entities, ensuring complete and accurate financial records across a diverse structure.</p><p>• Lead the monthly close process by reviewing journal entries, account reconciliations, and related schedules to support timely reporting.</p><p>• Manage the full accounting cycle from daily transaction recording through preparation of tax-supporting workpapers and detailed backup documentation.</p><p>• Produce financial summaries, analyses, and presentation materials that help leadership and family stakeholders understand results and key activity.</p><p>• Monitor cash positions, banking transactions, and overall liquidity needs across entities to support effective financial management.</p><p>• Coordinate closely with outside accountants, tax professionals, and legal advisors to support compliance and resolve accounting matters.</p><p>• Support tax-related workflows by organizing underlying accounting information, assisting with return preparation needs, and maintaining clear documentation for individuals, partnerships, and related entities.</p><p>• Oversee accounting and reporting for both traditional and alternative investments, including performance, income activity, and tax-sensitive reporting considerations.</p><p>• Supervise, mentor, and review the work of two team members while serving as an escalation point for operational and accounting issues.</p><p>• Partner with the Director of Family Office on special projects, changing priorities, and ongoing process improvement efforts.</p>
<p>Robert Half is currently recruiting for a Regional Controller with a well-established organization in the Tampa Bay area. This newly created leadership position will oversee financial operations across multiple locations and projects throughout the southeast region. Our client is seeking an experienced accounting leader with a strong background in construction accounting, regional financial oversight, and team development. This individual will work closely with senior leadership to support financial performance, strengthen accounting processes, and provide guidance to operational teams.</p><p>Key Responsibilities:</p><ul><li>Oversee regional accounting operations, financial reporting, budgeting, forecasting, and internal controls across multiple projects.</li><li>Lead and develop a team of accounting professionals, including senior accountants and accounting managers.</li><li>Review project financial performance, work-in-progress (WIP) reporting, cost-to-complete estimates, and profitability forecasts.</li><li>Partner with operations leadership to evaluate financial results, identify risks, and improve business performance.</li><li>Oversee financial close activities, balance sheet reconciliations, revenue recognition, and compliance with applicable accounting standards.</li><li>Strengthen accounting procedures, reporting consistency, and financial controls across regional operations.</li><li>Provide financial analysis and recommendations to support operational decisions and continued growth.</li></ul><p><strong>Our client offers competitive compensation, excellent benefits and the opportunity to join an established organization experiencing continued growth, with significant responsibility for regional financial performance and the development of an existing accounting team. The position provides regular interaction with senior leadership, a collaborative work environment, comprehensive benefits, and long-term professional development opportunities. An in-office presence in the Tampa Bay area is preferred, with some flexibility for the right candidate. Interested candidates who meet the qualifications above, please apply and contact Brian Upshaw at 813-259-7602, referencing job number 01070-0013534105.</strong></p>
<p>We are looking for a Staff Accountant to join our finance team. In this role, you will help maintain reliable financial records, contribute to the close process, and support accurate reporting across the organization. The ideal candidate brings strong accounting fundamentals, a careful eye for detail, and the ability to work effectively across routine operations and deadline-driven reporting cycles.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Record monthly journal entries, accruals, and other adjusting transactions to keep the general ledger accurate and up to date.</p><p>• Reconcile bank accounts, credit cards, and key balance sheet accounts while researching and resolving discrepancies promptly.</p><p>• Support month-end, quarter-end, and year-end closing activities by preparing schedules and assisting with timely completion of required tasks.</p><p>• Contribute to the preparation of financial statements and related reports, including balance sheets, income statements, and cash flow summaries.</p><p>• Assist with accounts payable and accounts receivable activities, including invoice review, payment tracking, and responses to vendor or customer questions.</p><p>• Provide documentation and account support for internal and external audit requests while helping maintain compliance with accounting standards.</p><p>• Partner with department leaders on budget-to-actual reporting, variance review, and special financial analyses as needed.</p><p>• Help monitor tax-related accounting activities, including support for corporate tax and sales tax reporting requirements.</p><p><br></p><p><strong>Benefits: </strong></p><ul><li>Medical/dental/vision</li><li>401K</li></ul>
<p>We are currently working with a global leader on their search for a tech savvy, Senior Cost Analyst. In this role, you will be responsible for overseeing the financial cost, monitoring inventory valuations, preparing monthly account reconciliations, managing the monthly and annual inventory counts, maintaining inventory adjustments and lot changes, providing documentation for audits, assisting with financial modelling, forecasting revenues/expenditures, leading the budgeting process, identifying areas for cost savings, and providing guidance on inventory management. The ideal Senior Cost Analyst should have strong interpersonal skills, excellent problem-solving abilities, and the ability to own process integrations, support the strategic planning process, and ensure all operations reconcile with internal policies and procedures. </p><p><br></p><p>How you will make an impact</p><p>· Manage the annual budget and strategic planning process</p><p>· Cost Analysis</p><p>· Conduct thorough research of historical financial data</p><p>· Analyze inventory transactions</p><p>· Monitor internal controls</p><p>· Coordinate with cost accounting department</p><p>· Develop and gain deep business understanding of financial drivers</p><p>· Variance Analysis</p><p>· Monitor performance indicators for profit and loss</p><p>· Establish financial policies</p>
<p>Robert Half Legal is partnering with an insurance company located in downtown Chicago who is seeking to hire a Claims Attorney with at least 2-4+ years of experience to join their in-house team. This specialty insurance company handles complex environmental, asbestos, and other latent type insurance claims. In this position, you will be responsible for coordinating activities involving these claims, including resolution of coverage issues and establishment of adequate reserves. See further responsibilities below. Salary for the role is paying between $100-120K plus a 5% bonus while working on a 40-hour work week. In addition, the company offers a comprehensive benefits package including medical, dental, vision, generous PTO, 401k (plus match), LT/ST Disability, Life Insurance, and more. This position will start working fully in-office and begin transitioning to a hybrid schedule after 6-months. If you're looking to take your career in-house and get away from billable requirements, then this is the opportunity for you! <em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.</em></p><p><br></p><p><strong><u>Claims Attorney Responsibilities:</u></strong></p><ul><li>Analyzing, investigating, and evaluating new loss notices and claim tenders</li><li>Collaborating with policy search teams to find copies of alleged coverage where appropriate</li><li>Analyzing and positioning claim under applicable primary, umbrella, and excess coverage swiftly</li><li>Coordinating the retention of defense counsel with internal/external stakeholders</li><li>Establishing defense strategy with insured, defense counsel, and/or other participating insurance carriers</li><li>Managing the case resolution process and actively participating in mediations as needed</li><li>Working with the reinsurance department to provide notice of new accounts, updates on existing accounts, and responding to specific reinsurer inquiries</li><li>Collaborating with in-house Legal/management to manage declaratory judgment actions, including formation and implementation of resolution strategy, settlement valuation, and obtaining settlement authority</li><li>Coordinating timely processing of payments including verifying proper allocation of such payments across appropriate policies</li><li>Managing ALAE through strategic handling and bill review/payment processing in coordination with the billing unit.</li></ul><p><br></p><p>For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at <strong><u>justin . rambert @ robert half com</u></strong></p>
<p>We are looking for an accomplished <strong>Chief Compliance Officer</strong> to guide enterprise-wide compliance strategy for a private investment firm operating across the United States. This executive will serve as a key advisor to senior leadership on regulatory risk, securities compliance, and business practices in a highly regulated environment. This role is well suited for a compliance professional with deep experience supporting private funds and broker-dealer activities.</p><p><br></p><p>The salary range for the role is flexible but estimated between 200-275k DOE with an additional yearly bonus. They offer a full benefits package, including medical, dental, vision and life insurance, 401k with 4% match, 3-4 weeks PTO/sick leave, 7 paid holidays, paid CLE and bar dues and other perks.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s compliance and risk management program, ensuring alignment with applicable securities laws and regulatory expectations.</p><p>• Advise executive leadership and revenue-focused teams on regulatory obligations, business risk, and compliant operating practices.</p><p>• Lead, mentor, and oversee compliance staff, including paralegal support, while partnering closely with internal legal leadership.</p><p>• Serve as a primary point of contact for external counsel and coordinate legal and compliance matters requiring outside expertise.</p><p>• Develop, refine, and enforce policies, controls, and monitoring processes related to private fund offerings and investment advisory activities.</p><p>• Oversee filings, disclosures, and compliance processes associated with regulations such as Regulation D, Regulation S, and applicable Blue Sky requirements.</p><p>• Assess emerging compliance risks and recommend practical mitigation strategies.</p>
<p>Robert Half has teamed up with one of their successful clients on their search for a detail-oriented accounting and finance professional to lead SOX control oversight and support internal control initiatives and financial transformation efforts. As the Manager, SOX Controls & Transformation you will maintain the SOX internal control framework, evaluate financial reporting risks, assist with ERP implementations, create and develop performance metrics and dashboards, develop risks assessments, perform accurate testing, update risk controls, plan and coordinate internal and external audits, and oversee SOX projects. The ideal Manager, SOX Controls & Transformation should have the ability to collaborate effectively with cross-functional teams and manage multiple priorities. </p><p><br></p><p>Primary Duties</p><p>· Oversee SOX controls and compliance activities to ensure adherence to internal policies and regulatory requirements</p><p>· Support the development, implementation, and ongoing evaluation of internal controls over financial reporting (ICFR)</p><p>· Assess control effectiveness, identify gaps, and coordinate remediation efforts to address deficiencies</p><p>· Partner with accounting, finance, and cross-functional teams to enhance internal control processes and improve operational efficiency</p><p>· Assist with financial transformation initiatives focused on strengthening controls, standardizing processes, and improving reporting accuracy</p><p>· Maintain supporting documentation and prepare materials for internal and external audits.</p><p>· Identify opportunities to streamline control procedures and implement process improvements that support the organization's evolving business needs</p><p>· Train employees on SOX development programs</p>
<p>We are looking for a proactive Member Services Coordinator/Admin Assistant to support daily member service activities and front office operations. This role combines administrative coordination, customer support, and data management to help keep member records, communications, and event logistics organized and accurate. The ideal candidate brings a service-focused mindset, strong attention to detail, and the flexibility to assist across multiple office functions in a collaborative team environment. This rle is in the greater MIlfrod MA area and is 100% in office. </p><p><br></p><p>Responsibilities:</p><p>• Guide new members through the onboarding process and help create a positive, well-organized introduction to the organization.</p><p>• Keep member-facing documents, website content, and communications current by coordinating updates from internal teams and external partners.</p><p>• Enter and maintain product and membership data, ensuring records, categories, and status details remain accurate in internal systems.</p><p>• Support members with service-related requests, including assistance with backorder cancellation needs and other account updates.</p><p>• Prepare reports related to promotions and data entry activities to support tracking, review, and process improvement efforts.</p><p>• Coordinate logistics for member events, shows, meetings, training sessions, and board gatherings, including ordering materials and supplies as needed.</p><p>• Manage front desk and reception responsibilities by greeting visitors, handling incoming deliveries, and maintaining an organized office presence.</p><p>• Update the shared office calendar and assist with general administrative tasks such as supply ordering and keeping common areas organized and stocked.</p><p><br></p><p><strong><em><u>For immediate consideration please reach out to me directly! Eric Lebow 508-205-2127 </u></em></strong></p>
<p>Attorney opportunity with esteemed law firm with statewide presence!! Low billable hour requirement - <strong><u>140 per month/1680 annual</u></strong></p><p> </p><p>Robert Half has partnered with a California insurance defense law firm with offices in northern and southern California. This firm is established, with over 50 years of serving California businesses and individuals. The established, thriving Long Beach office is looking for an associate attorney to join its tight-knit team!</p><p> </p><p>The ideal associate attorney would live within commuting distance to collaborate on-site, but the firm is flexible with hybrid schedules once attorneys are settled!! This will likely begin as a fully onsite role for the first three months.</p><p> </p><p><strong><u>Responsibilities of Role</u></strong></p><ul><li>Attorneys will begin with project-based work and begin loading up a caseload of around 10-20 cases.</li><li>Cases involving personal injury (auto & premises) defense, employment, some construction.</li><li>Discovery, law and motion, legal research.</li><li>After ramping up, this attorney will be making court appearances, taking depositions, and managing their caseload with more autonomy.</li><li><u>Hours</u>: 140/month (1680 annual)</li></ul><p><br></p><p><strong><u>Perks of Firm:</u></strong></p><ul><li>EXTREMELY low billables! Only 140/month, 1680 per year!</li><li>Very stable firm.</li><li>Attorneys here are willing to train!</li></ul><p><br></p><p> <strong><u>Compensation:</u></strong></p><ul><li>Salary range: $140,000 to $160,000</li><li>Billable hour bonus for each hour above 140/month</li><li>Medical and dental insurance kick in after 3 months.</li><li>The firm covers 100% of the premiums for both plans!</li><li>Kaiser – 2k deductible plan & HSA plan, they firm pays 1/12 of the deductible every month.</li><li>Dental – 1500 max yearly, $50 deductible.</li><li>No vision coverage.</li><li>Unlimited PTO as long as attorneys are hitting billable hours and getting appearances covered appropriately.</li><li>401k kicks in after 1 year, 3% of salary with a discretionary about 1%.</li><li>Profit sharing kicks in after 1 year even if they do not contribute, broken down based on how many years they have been with the firm. After 6 years, it becomes 100% vested.</li></ul><p><br></p>
<p>We are offering a contract to hire employment opportunity for a diligent and attentive Customer Service Representative in the museum industry located in downtown Memphis. This role involves providing exceptional guest services, maintaining the flow of traffic, working in the gift shop, and becoming an expert on the museum. </p><p> </p><p>This is an on-your-feet role and does require working every Saturday and Sunday, plus three other days during the week to be a full-time 40 hour work week. Hours are 8:30-5:30. Please apply for this role if you have great customer service experience, can stand for periods of time, and able to commit to weekend hours</p><p> </p><p>Responsibilities:</p><p>• Greet guests at the entrance and box office, ensuring a warm and welcoming experience.</p><p>• Become proficient in knowledge about the museum to accurately and enthusiastically share information with guests.</p><p>• Monitor assigned areas within the museum exhibit halls, ensuring all areas are covered and maintained.</p><p>• Assist guests by providing directions and answering any inquiries they may have about the exhibits.</p><p>• May be stationed at various points within the museum, including the entrance, hallways, etc. and are expected to manage these stations effectively.</p><p>• Provide talking points and relevant information to guests.</p><p>• Achieve organizational sales and service goals by promoting and selling museum merchandise.</p><p>• Assist in managing store inventory and ensuring the retail store is well-stocked and organized.</p><p>• Maintain a high level of customer service and retail sales skills to effectively engage with guests and enhance their museum experience.</p><p>• Direct guests efficiently throughout the museum to maintain a smooth flow of traffic.</p>
<p><em>The salary range for this position is $140,000 - $150,000 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>About the Role:</strong></p><p>As a key leader in our third line of defense, the Internal Audit Manager will drive a risk-based audit strategy that evolves with changes in the organization's strategic priorities and growth. You will oversee a portfolio of high impact audit areas covering regulatory, operational, financial, and emerging technology risks. Beyond general oversight, you will champion agile audit methodologies and continuous monitoring to provide real-time insights to the Audit Committee. Reporting to the Head of Internal Audit, you will serve as a strategic change agent to drive continuous improvement within and outside the department.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Leading end to end audit engagements, including complex integrated audits, and oversight of specialized third party co-source parties</li><li>Conducting an annual risk assessment process to capture critical risk areas and prioritize audit engagements that drive organizational value</li><li>Applying an agile audit approach to ensure the audit plan remains responsive to changes in risks while maintaining a high standard of precision and quality</li><li>Overseeing the testing of Internal Controls over Financial Reporting (ICFR) and ensuring alignment with evolving requirements and regulatory standards</li><li>Serving as an advisor to business leaders on risk management and internal controls to strengthen the organization’s control environment</li><li>Assisting with recruiting, mentoring, and developing a high-performing internal audit team, fostering a culture of technical proficiency and professional skepticism</li><li>Communicating audit results to senior leadership and monitoring the lifecycle of management’s action plans, ensuring timely and validated remediation of deficiencies </li><li>Staying abreast of emerging risk trends and leading audit practices for application within the department’s audit strategy</li></ul><p> </p>
<p>Successful client located in the Delaware County area seeks a Branch Manager with experience within banking, credit unions, and/or financial services. This Branch Manager will be responsible for leading branch operations, developing a high-performing team, and ensuring members receive exceptional service! This role oversees daily activities, operational controls, security, sales initiatives, and compliance while identifying opportunities to strengthen member relationships, increase product utilization, and support the organization’s overall growth. The ideal Branch Manager will possess strong sales and relationship-building skills and should have the ability to resolve complex member inquiries, manage escalated complaints, and maintain a high standard of customer service.</p><p><br></p><p>Major Job Functions</p><ul><li>Direct daily branch activities to ensure efficient workflows, consistent service delivery, and adherence to established policies and procedures</li><li>Provide guidance on complex operational matters, encourage professional development, and establish clear expectations to support individual and team success.</li><li>Oversee the member experience by ensuring transactions and service requests are handled professionally, efficiently, and accurately.</li><li>Address escalated member concerns, resolve operational challenges, and implement appropriate solutions to maintain member satisfaction</li><li>Maintain accountability for branch cash management, vault balancing, and the safeguarding of cash, negotiable instruments, traveler's checks, and other sensitive assets</li><li>Monitor branch facilities and equipment, including ATMs, alarm systems, lighting, and other essential infrastructure, to ensure a safe and functional environment.</li><li>Evaluate branch procedures and internal controls, recommend process improvements, and support ongoing quality assurance initiatives</li><li>Oversee branch security practices and ensure compliance with established operational standards and risk management procedures.</li><li>Track monthly performance metrics, incentive program results, and branch scorecard data to evaluate productivity and identify areas for improvement.</li><li>Review scorecard exceptions involving loan and new account processing, Currency Transaction Reports (CTRs), and branch cash limits, ensuring discrepancies are investigated and corrected promptly.</li><li>Ensure member documentation is properly scanned, organized, and maintained for both new account openings and existing member relationships.</li><li>Promote credit union products and services through new member acquisition, relationship building, and cross-selling initiatives, referring members to Sun East Retirement & Investment Services (SERIS) when appropriate.</li></ul><p><br></p>
<p>🚨💼 <strong>NEWLY CREATED BSA/AML COMPLIANCE OFFICER OPPORTUNITY</strong> 💼🚨</p><p><br></p><p>💼 Ready to move from being the person who executes the compliance program to the person who leads it?</p><p><br></p><p>I'm partnering with a growing, technology-driven financial services and workforce solutions organization on a newly created <strong>BSA/AML Compliance Officer</strong> opportunity. This is your chance to join an organization at an inflection point and build, lead, and own the enterprise compliance function. You would report directly to the <strong>CEO</strong> and partner closely with executive leadership to help drive the company's continued growth, regulatory strategy, and licensing expansion across multiple states. For the right individual, this role offers a clear path to expand your influence, elevate your career, and become a strategic advisor to the business while remaining closely connected to day-to-day compliance operations.</p><p><br></p><p>📍 <strong>Location:</strong> Hybrid preferred in Atlanta or Charlotte</p><p>🏠 Remote flexibility available for an exceptional candidate</p><p>💰 <strong>Compensation:</strong> $140,000 - $185,000 base salary</p><p>🎯 <strong>Bonus:</strong> 10-20% target annual bonus</p><p>📈 Compensation is flexible for candidates bringing highly relevant experience</p><p><br></p><p><strong>Why This Opportunity Is Worth Exploring</strong></p><p>✅ Newly created Officer-level role</p><p>✅ Direct reporting relationship to the CEO</p><p>✅ Significant interaction and partnership with the CFO</p><p>✅ Opportunity to shape compliance strategy and governance</p><p>✅ High visibility with executive leadership</p><p>✅ Exposure across multiple regulated business lines</p><p>✅ Strong growth trajectory with enterprise-wide impact</p><p><br></p><p>Many compliance professionals spend years supporting programs built by others. This opportunity allows you to take ownership, influence decision-making, and help guide the future direction of compliance within a growing organization.</p><p><br></p><p><strong>What You'll Be Responsible For</strong></p><p>🔹 Leading and enhancing the organization's BSA/AML compliance program</p><p>🔹 Managing Money Transmitter Licensing (MTL) obligations and regulatory requirements</p><p>🔹 Overseeing compliance policies, procedures, and controls</p><p>🔹 Supporting regulatory examinations and agency interactions</p><p>🔹 Driving enterprise-wide compliance initiatives and risk assessments</p><p>🔹 Managing SOX-related compliance activities and audit support</p><p>🔹 Advising leadership on regulatory developments and risk management strategies</p><p>🔹 Building scalable compliance frameworks that support continued business growth</p>
<p>Robert Half is partnered with a well-established construction company in the greater New Orleans area in search of a highly skilled Project Administrator. This role works closely with project leadership to keep records accurate, coordinate key administrative activities, and help maintain steady project progress. The ideal candidate brings strong organizational skills, experience handling project documentation and billing support, and the ability to manage multiple priorities in a fast-paced contractor environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain complete and well-organized project records, including correspondence, submittals, requests for information, change documentation, and closeout files.</p><p>• Enter, update, and monitor project information in company systems such as Viewpoint and Primavera to support reporting, budgeting, and overall project administration.</p><p>• Prepare and distribute project-related documents such as letters of intent, subcontracts, purchase orders, drawings, and specifications for internal teams and external partners.</p><p>• Assist with owner billing by compiling payment applications, supporting cost tracking activities, and helping keep financial documentation current and accurate.</p><p>• Coordinate administrative support for project schedules, meetings, and field activities, including documenting discussions and follow-up items from recurring project meetings.</p><p>• Collect and track compliance materials such as permits, insurance certificates, tax-related forms, certified payroll records, and lien documentation to help keep projects in good standing.</p><p>• Support contract administration by preparing change-related paperwork, recording required legal documents, and maintaining accurate status logs throughout the project lifecycle.</p><p>• Partner with accounting, preconstruction, and other internal teams on project setup, payment processing support, bid assistance, and related office functions as needed.</p><p>• Provide general administrative assistance that may include visiting jobsites, public offices, vendors, or other locations to deliver or obtain project materials and documentation.</p>
<p><em>The salary range for this position is $150,000 - $180,000 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>Upgrade your sweater weather season with a role that pays more, and respects your work-life balance.</p><p><br></p><p>The ideal candidate will possess a high level of intelligence and drive coupled with an ability to work both independently and in multi-disciplinary teams toward specific objectives. He or she has an optimistic attitude with a willingness to contribute however and wherever possible and seeks out an environment with the potential to rapidly assume additional challenges and responsibility based on performance.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><ul><li>Manage day to day fund accounting responsibilities, including:</li><li>Prepare daily analysis of fund product/desk trading position/profit and loss and firm management reports.</li><li>Assist in managing the monthly NAV process with the administrator to ensure timely completion of NAV closes within SLA.</li><li>Contribute to the monthly investment valuation process for consistency with GAAP and the private placement memorandum and prepare reporting for the quarterly Valuation Committee.</li><li>Assist in the preparation and review of regular reporting requirements, including regulatory reporting, investor snapshots and ad hoc requests from the front office and investor relations.</li><li>Manage the year-end audit and tax-related requests and queries at interim and year-end as well as review of the financial statements prepared by our fund administrators.</li><li>Provide transaction support to the trading desk as it relates to private negotiated transactions.</li><li>Assist in portfolio monitoring during various life cycles of an investment and participate in the asset diligence function.</li><li>Recommend, develop, and implement new practices, procedures and systems, including identifying opportunities to deploy AI systems or technologies to enhance operating efficiency, reporting capabilities and improve internal control.</li></ul><p><br></p>
<p>About the Opportunity</p><p>We're seeking a Data Scientist who thrives at the intersection of business strategy, marketing analytics, and statistical analysis. This role sits between a traditional Data Analyst and Data Scientist, focusing less on reporting and more on answering complex business questions that influence marketing investment decisions.</p><p>You'll join a high-performing analytics team responsible for evaluating and optimizing one of the organization's largest performance marketing channels. The ideal candidate brings a strong background in B2C marketing analytics, paid search, experimentation, and statistical analysis, with the ability to translate ambiguous business problems into actionable recommendations.</p><p><br></p><p>What You'll Do</p><p>In this role, you'll use data to influence marketing strategy and investment decisions across large-scale paid search programs.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and execute incrementality tests, holdout experiments, and pre/post analyses to measure the true business impact of paid search investments.</li><li>Build statistical frameworks to evaluate campaign performance and guide strategic decision-making.</li><li>Analyze large datasets using SQL and Python to uncover trends, performance drivers, and opportunities.</li><li>Develop recommendations regarding marketing spend allocation through ROI and marginal return analyses.</li><li>Translate complex business questions into structured analytical approaches and defensible recommendations.</li><li>Partner with marketing, analytics, and business stakeholders to influence investment and optimization strategies.</li><li>Create and maintain trusted reporting, dashboards, and performance measurement frameworks.</li><li>Validate findings, quality-check reporting, and challenge assumptions to ensure analytical rigor.</li><li>Support ad hoc analyses including:</li><li>Marketing budget optimization</li><li>Competitive performance analysis</li><li>Search engine algorithm impact assessments</li><li>Customer acquisition and conversion performance studies</li></ul><p>What a Typical Month Looks Like</p><ul><li><strong>50%</strong> Ongoing performance management and campaign optimization</li><li><strong>30%</strong> Strategic projects, experimentation, and deep-dive analysis</li><li><strong>20%</strong> Team collaboration, stakeholder meetings, and team development</li></ul>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Trader</p><p>📍 San Ramon, CA (Hybrid)</p><p>🏢 Growing, Independent Wealth Management Firm</p><p>💰 Competitive Base + Bonus + $401K Match</p><p><br></p><p>This is an outstanding opportunity for someone who thrives in fast-paced, detail-oriented work and wants to build a long-term career within the investment management industry.</p><p><br></p><p>Our client, a growing and well-established independent wealth management firm, is seeking a <strong>Trader</strong> to become a key part of its investment operations team. This role offers direct exposure to portfolio management, trading operations, and advisor collaboration, making it an ideal stepping stone for professionals interested in eventually pursuing an <strong>Investment Analyst</strong> or broader investment management career path.</p><p><br></p><p>Best of all? You'll gain exposure to real-world portfolio trading without the pressure of client-facing sales responsibilities.</p><p><br></p><p><strong>What You'll Do</strong></p><p>📈 Execute and process 40-80 trades daily across major custodial platforms</p><p>📊 Maintain exceptional accuracy and data integrity for all trade activity</p><p>🤝 Partner closely with financial advisors and investment professionals to execute portfolio decisions</p><p>🔍 Investigate and resolve trade discrepancies and operational exceptions</p><p>⚡ Monitor trading activity and escalate risk or compliance concerns when needed</p><p>🚀 Support reporting, operational improvements, and special projects across the investment team</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p>🌟 Established and growing wealth management firm with a strong reputation</p><p>📈 Clear track record of internal promotions and career advancement</p><p>🏡 Hybrid work schedule offering flexibility</p><p>💼 Work directly alongside advisors and investment professionals</p><p>💰 Bonus opportunity plus automatic 3% 401(k) contribution</p><p>🏥 Comprehensive medical, dental, vision, life, and disability coverage</p><p>⚖️ Excellent work-life balance with market-hour scheduling</p><p>🚀 Ideal launching pad for a future Investment Analyst, Portfolio Analyst, or Investment Operations career</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Controller to lead the financial operations of a growing company in Jackson, Mississippi. This position combines strategic financial planning with direct ownership of core accounting activities, making it ideal for a leader who is comfortable moving between big-picture analysis and day-to-day execution. The successful candidate will help guide business decisions through accurate reporting, strong controls, and forward-looking financial insight across sales, service, parts, and inventory functions.</p><p><br></p><p>Responsibilities:</p><p>• Lead the company’s budgeting process, prepare recurring forecasts, and build longer-range financial models that reflect seasonal demand patterns.</p><p>• Translate financial results into practical recommendations related to pricing strategy, expense management, and departmental profitability.</p><p>• Work closely with executive leadership on growth plans, capital spending decisions, and broader business expansion initiatives.</p><p>• Direct the monthly and annual close cycle while remaining actively involved in journal entries, general ledger review, reconciliations, and statement preparation.</p><p>• Produce accurate financial reporting in accordance with organizational standards and maintain reliable internal controls throughout the business.</p><p>• Partner with external auditors and tax professionals to support annual audit activities and year-end tax preparation.</p><p>• Oversee inventory accounting for equipment, parts, and accessories, including valuation accuracy and cost tracking for related charges such as freight, setup, and financing.</p><p>• Monitor cash flow, liquidity, receivables, payables, collections, and floorplan financing obligations to support sound working capital management.</p><p>• Collaborate with operational teams to strengthen inventory accuracy, reduce aging or obsolete stock, and ensure compliance with lender reporting requirements.</p>
<p>We have partnered with a thriving manufacturer on their search for an Assistant Controller who can take command of the month-end close process. In this Assistant Controller role, you will ensure accurate financial reporting, efficient month-end close processes, adherence to internal controls, and compliance with accounting standards. This candidate will also manage cost accounting, inventory valuation, lead the annual budgeting and forecasting process, review manufacturing costs, analyze material usage, and supervise and mentor staff. The ideal Assistant Controller for this role must have knowledge of GAAP, current industry trends, and excellent auditing skills.</p><p> </p><p>Your responsibilities</p><p>· Oversee the daily cash flow process</p><p>· Prepare financial packages</p><p>· Coordinate the quarter, month, year-end process</p><p>· Budgeting & Forecasting</p><p>· Conduct internal audits</p><p>· Design and implement effective internal controls</p><p>· Account Reconciliation</p><p>· Prepare financial statements</p><p>· Implement process improvement where needed</p><p>· Prepare financial audits and review with external auditors</p>
<p><em>The salary range for this position is $90,000-$110,000 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 Senior Accountant 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>Accountabilities:</strong></p><ul><li>Lead co-investment processes, including equity earnings and cash forecasting, ensuring resulting information is timely, complete and accurate.</li><li>Maintain accounting and financial records, including general ledger activity.</li><li>Serve as main liaison with the company to provide timely co-investment reporting, including cash forecasts, board books, and investor specific requests.</li><li>Complete monthly, quarterly and annual reporting requirements, including the year-end audit and any tax requirements, for the company.</li><li>Maintain intensive cash process for the company to distribute funds timely to the company investor</li><li>Investor specific reports to the company investors as directed</li><li>Develop, document and maintain effective internal controls, policies and procedures over co-investment</li><li>Take initiative in identifying problems and providing suggested solutions</li><li>Assist with various special projects as assigned</li></ul><p><br></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>NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description</strong></p><ul><li>Management of all financial accounting functions of the firm.</li><li>Leads the firm's budgeting and expense management processes, including the development of annual operating budgets and financial projections and periodic variance review</li><li>Ensures the accuracy of monthly financial reporting and assists external CPA in the preparation of financial reports</li><li>Manages all daily accounting functions: bank reconciliations, cash receipts/accounts receivables</li><li>Handles partner distribution, payroll, 401k administration, benefits administration, and expense report management</li><li>Supervises Accounting Assistant in the Accounts Payable and Billing functions</li><li>Works closely with Accounting Consultant in London client billing</li><li>Works closely with Office Manager in human resource and benefits and facilities and vendor contract management</li><li>May participate in the strategic planning of operations</li><li>Management of all billing functions of the firm.</li><li>Tracks and reports on timekeeper hours</li><li>Prepares prebills and reviews edits by billing partner(s)</li><li>Verifies the accuracy of billing entries and supporting documentation.</li><li>Prepares invoices for submission to clients via various Ebilling platforms or by email, dependent on client requirements</li><li>Monitors accounts receivable and collection efforts</li><li>Submits budgets per client requirements</li><li>Works closely with billing partners on bill appeals</li></ul><p><strong> </strong></p>
<p><em> The salary range for this position is $170,000 - $185,000 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><u>Job Description:</u></strong></p><ul><li><em>Statutory Filings</em>- Prepares quarterly and annual statutory financial statements (Yellow and blue books) for the insurance companies. Responsible for filing data and statements with regulatory agencies including NAIC. Drafts Footnote disclosures and provides well organized work papers to facilitate review of quarterly schedules. Attends annual training and develops user requirements related to update Statutory Accounting disclosures and reports.</li><li><em>Compliance</em>- Manage regulatory reviews including maintaining records that support financial activity. Monitors changes to statutory reporting requirements and ensures compliance with accounting policy. Responsible for the preparation of General Interrogatories and Notes to the Financial Statements.</li><li><em>Internal/External Audit</em>- Reconcile Premium, Claim, Cash Clearing and Prepaid Balance Sheet accounts. Skilled in working with Sovos, formerly eFreedom, software and maintaining access as well as running cross checks and validations of quarterly and annual statements. Work with Oracle Fusion and SmartView tools to ensure data accuracy and completeness. Assist external auditors in reviewing financial activity and preparing audit exhibits and statements.</li><li><em>Supplemental Filings-</em> Support the preparation of annual statement supplement filings including SHCE, MLR, RBC, A& H Policy Exhibit and NY Supplement. Complete Supplemental filings and prepare draft of MDA’s for review by management. Review Investment schedule D’s to ensure roll forwards and continuity of balances to face financials are reasonable.</li><li><em>Reporting and Analysis</em>- Complete RBC calculations for the regulated entities and provide explanations of the year-over-year changes. Identify future trends and model potential transactions and their impact on RBC levels. Coordinate and accumulate financial analytics including explanations for review. Prepare and track operational timeline and actions items while managing a team close schedule.</li><li><em>State Tax and Filing Complianc</em>e – Review and support the preparation of quarterly estimated premium tax filings and the annual premium tax returns. Review and support the various state assessment and data collection filings. As well as review and approve the recording of accruals within the general ledger associated with these filings.</li></ul><p><br></p>
<p><em>The salary range for this position is $105,000-$110,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong>Primary Duties: </strong></p><p>· Prepare, review and coordinate SEC and FERC filings, including the preparation of consolidated balance sheets, income statements and statements of cash flows and drafting and compiling disclosures and supplemental information. Prepare and review supporting financial schedules for the 10-Qs and 10-K to ensure adequate disclosures. Maintain tie-out binders to support all filings.</p><p>· Interact regularly with various teams throughout the organization as well as external auditors to coordinate the timely preparation and completion of external financial filings. Work closely with team members to ensure reporting issues are being properly addressed and communicated to business units and management.</p><p>· Participate in the preparation of board presentations, investor presentations and the earnings release.</p><p>· Participate in the XBRL tagging process ensure that appropriate tags are being utilized.</p><p>· Assist with projects related to the optimization of reporting procedures and ensure compliance with Sarbanes-Oxley control requirements.</p><p>· Perform special projects requiring technical accounting research and analyses of financial information as needed.</p><p><br></p><p><strong>Job Description: </strong></p><p>· Perform day-to-day activities associated with the monthly financial statement close process.</p><p>· Ensure financial transactions are recorded accurately and timely.</p><p>· Proactively notify Principal, Manager or Director of any accounting/reporting issues or concerns.</p><p>· Work closely with other departments and Business Units regarding accounting activities.</p><p>· Work output has considerable impact on the work of other financial functions, reporting and decision making processes. Impact on earnings focuses on appropriate utilization / development of resources.</p><p>· Work with various parties, both within the Controllers Group as well as other areas of the company, to accomplish goals, resolve issues and enhance and improve processes. Contact with others requires tact and persuasiveness.</p><p>· Work is varied and somewhat difficult in nature, but usually involves limited responsibility. Requires moderate exercise of judgment, initiative, and ingenuity to select the most appropriate course of action.</p><p>· May participate in planning processes at project and departmental level.</p><p>· Work under minimal supervision.</p>
<p>Robert Half Finance & Accounting is partnering with a <strong>global private equity firm</strong> that is continuing to grow its finance team and is looking to add a <strong>Fund Accounting Manager</strong>. This is a great opportunity to join a collaborative, high-performing team where you can take ownership of fund-level accounting and reporting while working closely with senior finance leadership. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee the review of quarterly and annual fund financial statements, ensuring accuracy, completeness, and compliance with US GAAP.</li><li>Maintain a strong understanding of fund financial reporting requirements, general ledger structure, and accounting processes.</li><li>Partner with the finance leadership team to coordinate annual audits and tax filings, working closely with external service providers and addressing technical accounting and tax matters as needed.</li><li>Monitor fund cash positions, forecast liquidity needs, and assist with cash management activities.</li><li>Review and oversee capital calls and distributions to limited partners, as well as transactions related to underlying investments.</li><li>Support regulatory and compliance-related reporting requirements as needed.</li><li>Serve as a resource to the broader finance team, providing guidance on complex or non-routine accounting and reporting matters.</li><li>Respond to limited partner inquiries related to financial results and customized reporting requests.</li><li>Identify opportunities to improve accounting processes, streamline workflows, and enhance overall department efficiency.</li><li>Provide mentorship, coaching, and development to junior accounting team members.</li><li>Work closely with finance leadership to support department initiatives and broader business objectives.</li></ul><p><br></p>
<p><em>The salary range for this position is $145,000-$150,000 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 SEC Reporting Manager. 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>Job Description:</strong></p><p>- Supervise key aspects of the SEC and FERC reporting process, including drafting disclosures, processing changes, ensuring accuracy and consistency throughout the document, maintaining quarterly list of disclosure items and coordinating with the printer.</p><p>- Interact with Business Units, Controller's Group, Investor Relations, Treasury, internal and external legal counsel, and the internal and external auditors to accomplish goals and ensure efficiency and effectiveness of information exchange.</p><p>- Research and appropriately apply new accounting pronouncements; benchmark SEC filings from other companies.</p><p>- Complete key financial and disclosure controls to ensure a strong control environment.</p><p>- Assist as appropriate in the supervision of staff accountants, including the review of information prepared to ensure completion of tie-out binders, checklists, etc.</p>