<p>We are looking for a detail-oriented Financial Analyst to support business decision-making through insightful reporting, forecasting, and financial evaluation. This long-term contract position is ideal for someone with at least 2 years of experience who can interpret complex data, build practical models, and deliver meaningful recommendations to stakeholders. The role requires strong analytical thinking, accuracy, and the ability to manage both recurring and ad hoc financial assignments in a fast-paced environment. For more information, contact Jason Lee.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain financial models that support budgeting, forecasting, and business planning activities.</p><p>• Analyze operating and financial results to identify trends, risks, and performance drivers across key business areas.</p><p>• Perform variance reviews by comparing actual results against forecasts, budgets, and prior periods, then explain notable differences.</p><p>• Conduct ad hoc financial studies to support leadership with timely insights for strategic and operational decisions.</p><p>• Use data mining methods to extract, organize, and interpret large data sets for financial reporting and analysis.</p><p>• Prepare clear summaries, dashboards, and reports that communicate findings to business partners and management.</p><p>• Partner with cross-functional teams to gather financial inputs, validate assumptions, and improve the accuracy of analysis.</p><p>• Support ongoing process improvements related to financial reporting, analysis workflows, and data quality management.</p>
<p>We are hiring multiple Financial Crimes Analysts to support a large-scale engagement focused on transaction monitoring and case investigations. This role operates in a high-volume, production-driven environment and is ideal for individuals with strong analytical and writing skills.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review and complete a high volume of case investigations related to potentially suspicious activity</li><li>Operate in an alert review and transaction monitoring environment, evaluating flagged activity and conducting detailed case investigations</li><li>Complete investigations while meeting daily case quotas and production metrics</li><li>Analyze transaction data across various account types to identify anomalies and risk indicators</li><li>Investigate complex financial activity and identify patterns tied to financial crimes typologies</li><li>Determine whether activity should be escalated based on alert findings</li><li>Provide recommendations on whether further reporting is warranted based on investigation results</li><li>Document findings in clear, concise, and well-supported case narratives</li><li>Collaborate with internal stakeholders to support compliance and risk initiatives</li></ul><p><br></p>
We are looking for a Financial Analyst to support budgeting, reporting, and financial operations for a dynamic organization in Palo Alto, California. This Long-term Contract position is ideal for a highly organized individual who can interpret financial data, monitor spending activity, and provide clear insights to business partners and leadership. The role offers the opportunity to contribute to budget planning, reporting accuracy, and issue resolution while working closely with internal departments and external contacts.<br><br>Responsibilities:<br>• Support budget planning activities by reviewing operating budgets and evaluating department funding requests for accuracy and alignment.<br>• Prepare recurring and ad hoc financial reports for internal stakeholders as well as external agencies, ensuring data is complete and timely.<br>• Track spending against approved budgets, identify unfavorable patterns or variances, and summarize findings with practical recommendations for management.<br>• Serve as a point of contact for departments, customers, and vendors regarding financial transactions and routine business cycle questions.<br>• Partner with business managers and administrative teams to analyze financial results and address discrepancies from established budget expectations.<br>• Coordinate the distribution of financial reports and provide department-level analysis to support informed decision-making.<br>• Process and maintain financial transactions for assigned areas while following established fiscal policies and procedures.<br>• Reconcile transaction activity, investigate inconsistencies, and assist in resolving outstanding financial issues within assigned departments.
<p>Cindy Bradley at Robert Half is actively seeking for a WEST Houston client that is growing their team. Will report to the FP&A Manager and strong communications with CFO. This Financial Analyst to join our team in Houston, Texas. In this role, you will play a critical part in analyzing financial data, preparing detailed reports, and supporting strategic decision-making processes. The ideal candidate will bring a strong background in financial modeling and data analysis, coupled with excellent problem-solving abilities.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analysis, including variance analysis, to identify trends and provide actionable insights.</p><p>• Develop and maintain comprehensive financial models to support business planning and forecasting.</p><p>• Perform ad hoc financial analyses to address specific business challenges and opportunities.</p><p>• Utilize data mining techniques to extract and interpret large datasets for financial reporting purposes.</p><p>• Prepare detailed financial reports and presentations for senior management and stakeholders.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Leverage tools such as Power BI, Onestream, and advanced Excel functions to streamline reporting and analysis.</p><p>• Monitor financial performance against key metrics and recommend strategies for improvement.</p><p>• Ensure compliance with accounting standards and regulatory requirements in all financial practices.</p>
We are looking for a Business Systems Analyst to support insurance-focused initiatives in Greenville, South Carolina. This Long-term Contract opportunity is ideal for someone who is detail oriented and can translate operational needs into practical system and process solutions while partnering closely with business and technical teams. The role requires strong Guidewire knowledge, a solid background in business analysis, and the ability to work effectively in an onsite environment.<br><br>Responsibilities:<br>• Partner with stakeholders to gather, clarify, and document business needs for insurance-related processes and technology solutions.<br>• Analyze workflows and identify opportunities to improve system functionality, service delivery, and operational efficiency.<br>• Create clear business requirements, process documentation, user stories, and functional specifications for project teams.<br>• Work within Agile Scrum teams to support backlog refinement, sprint planning, testing coordination, and solution delivery.<br>• Collaborate with technical teams and business users to ensure Guidewire-related enhancements align with business objectives.<br>• Review business and system documentation to confirm accuracy, completeness, and alignment with project expectations.<br>• Support user acceptance activities by validating requirements, coordinating feedback, and helping resolve issues.<br>• Engage with customer service and call center stakeholders to understand user needs and incorporate them into solution planning.
<p>We are looking for an experienced Business Systems Analyst to support privacy-focused business and technology initiatives in Southern California. This Long-term Contract position will work closely with business leaders, compliance partners, and technical teams to define needs, improve processes, and shape practical solutions that align with regulatory expectations and organizational goals. The role requires strong analytical thinking, clear documentation, and the ability to guide discussions with both technical and non-technical stakeholders in an onsite environment four days per week.</p><p><br></p><p>Responsibilities:</p><p>• Partner with project leaders, business sponsors, and key stakeholders to define initiative goals, expected outcomes, and overall business scope.</p><p>• Examine complex operational challenges and convert findings into structured, scalable recommendations that support long-term business needs.</p><p>• Lead discovery sessions with senior stakeholders and subject matter experts to capture detailed business needs, process expectations, and user scenarios.</p><p>• Organize and facilitate workshops, interviews, and stakeholder meetings to gather requirements, clarify priorities, and build consensus across teams.</p><p>• Translate business needs into well-defined functional requirements and communicate them clearly to developers, architects, and delivery teams.</p><p>• Review current processes and systems to identify gaps, inefficiencies, risks, and opportunities for improvement, including privacy and compliance considerations.</p><p>• Produce and maintain core analysis artifacts such as requirements documents, process maps, workflow diagrams, mock-ups, and traceability records.</p><p>• Collaborate with cross-functional teams to support solution design, validate that outcomes meet business and regulatory expectations, and assist with audit readiness activities.</p><p>• Support planning and execution activities across the project lifecycle, ensuring requirements remain aligned through design, testing, and implementation.</p>
<p>We are looking for a detail-oriented Business Operations Analyst to join our team in Seattle, Washington. In this role, you will be responsible for managing investor tracking systems, performing financial analysis, and supporting operational processes. The ideal candidate will possess strong analytical skills and have experience collaborating across teams to deliver actionable insights.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and improve Excel models that track individual investor investments, project deployments, and preferred return balances across multiple initiatives.</p><p>• Monitor and update investor terms, including investment schedules, preferred return rates, broker participation, and payment obligations.</p><p>• Oversee capital inflows and outflows for various projects, ensuring investor data is accurately reflected in internal systems.</p><p>• Prepare periodic updates for management, including preferred return statements for investors.</p><p>• Identify and implement process improvements to enhance efficiency in tracking and analysis.</p><p>• Develop and manage Excel-based models to evaluate project economics, investor returns, and broker participation structures.</p><p>• Conduct research and financial analysis on new projects, investment frameworks, and operational matters.</p><p>• Summarize complex financial information into clear, concise reports for leadership review.</p><p>• Support operational processes related to capital movement and project funding, ensuring compliance and accuracy.</p><p>• Collaborate with teams such as compliance/legal and investor relations to maintain alignment and documentation integrity.</p><p><br></p><p>The salary range for this position is $80,000 to $110,000 + discretionary bonus.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/vision - 100% employer paid for employee</p><p>401k with match</p><p>3 weeks PTO</p><p>7 paid holidays</p>
<p>We are looking for an ACH Analyst to join our team in Memphis, Tennessee, supporting compliance oversight, audit activities, and transaction review efforts. This role works across operational, technical, and business functions to help maintain accurate documentation, monitor adherence to applicable rules, and strengthen internal controls. The ideal candidate brings early-career experience in banking, compliance, or payment operations, along with strong attention to detail and a willingness to build expertise in regulatory processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage ACH origination activities and monitor related compliance.</li><li>Balance bank cash, cash letters, and bank funds on a daily basis.</li><li>Process collection items, stop payments, ACH returns, overdrafts, adjustments, and chargebacks.</li><li>Support customer service needs related to deposit operations, online banking, mobile banking, and debit card activity.</li><li>Open new deposit accounts and handle special item processing as needed.</li><li>Perform daily and monthly reconciliations.</li><li>Process garnishments and Reg D letters in accordance with Legal and Compliance direction.</li><li>Review deposit maintenance reports, including dormant accounts and large-dollar items.</li><li>Monitor deposit-related retention requirements and regulatory compliance.</li><li>Support year-end processing and ensure adherence to applicable banking regulations.</li><li>Assist Bank Operations and Branch Administration with operational needs and additional duties as assigned.</li></ul><p><br></p>
<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>We are looking for an experienced Analyst to join a dynamic asset management firm in New York, New York. This role will focus on supporting the company’s Real Estate fund, which has recently transitioned to public operations. Ideal candidates will bring a strong background in credit analysis and financial modeling, and must be locally based to accommodate a hybrid work schedule.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and monitor the financial performance of real estate portfolios, including balance-sheet bridge loans and other credit investments.</p><p>• Review and evaluate property budgets, business plans, and quarterly forecasts to ensure alignment with organizational goals.</p><p>• Build expertise in interpreting leases, loan agreements, and other legal documents.</p><p>• Develop advanced financial models, including discounted cash flow analyses, using tools such as Microsoft Excel and Argus.</p><p>• Prepare comprehensive investor reports and presentations on a monthly, quarterly, and annual basis.</p><p>• Oversee the administration of loan proceeds disbursements, including construction draws, leasing expenses, and the release of loan reserves.</p><p>• Conduct market research within portfolio regions, focusing on sales and lease comparisons to inform investment decisions.</p>
<p><em>The salary range for this position is $75,000-$95,000 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>We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Review and prepare loan and lease documents, ensuring their accuracy and timeliness</p><p>• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.</p><p>• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.</p><p>• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.</p><p>• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.</p><p>• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.</p><p>• Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding.</p><p>• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.</p><p>• Confirm that all documents are complete and ready prior to funding.</p><p>• Undertake additional projects as assigned by the Manager.</p>
We are looking for an Analyst to support financial review and business reporting activities for our operations in Texas. This role is ideal for someone who can interpret financial information, work accurately under time-sensitive conditions, and communicate insights clearly to both internal stakeholders and external business contacts. The successful candidate will combine strong spreadsheet expertise with sound judgment, careful attention to detail, and a collaborative approach to problem-solving.<br><br>Responsibilities:<br>• Review financial statements, including balance sheets, income statements, and cash flow reports, to identify trends, variances, and areas that require further attention.<br>• Build, update, and maintain Excel-based analyses and models using advanced functions such as pivot tables and lookup formulas to support reporting and decision-making.<br>• Prepare clear summaries and presentations that translate analytical findings into practical insights for managers and team members across the organization.<br>• Partner with cross-functional teams to gather, verify, and organize data needed for routine analysis and ad hoc business requests.<br>• Monitor deadlines closely and deliver accurate work products on schedule in a fast-paced environment with competing priorities.<br>• Investigate discrepancies in financial or operational data, apply critical thinking to determine root causes, and recommend appropriate next steps.<br>• Take initiative in identifying opportunities to improve reporting accuracy, streamline analytical processes, and strengthen overall data quality.
<p><em>The salary range for this position is $75,000-$95,000 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 planning and analysis 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>ROLE OVERVIEW</strong></p><ul><li>Assist in building a best-in-class FP&A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes</li><li>Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval</li><li>Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, the company's budgeting & forecasting tool</li><li>Maintain executive leadership reporting</li><li>Support Management Accounting team for reporting needs</li><li>Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions</li><li>Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership</li><li>Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Analyst to join a retail organization in Honolulu, Hawaii. This position helps leaders make informed decisions by transforming financial, operational, and business information into meaningful analysis and reporting. The role combines data oversight, performance tracking, and cross-functional collaboration to support planning, presentations, and ongoing business review activities. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling Noe at 808.452.0264.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Examine financial and operating data to uncover patterns, measure performance, and support management decision-making</p><p>• Create clear reports, dashboards, presentations, and analytical models that translate complex information into practical business insights</p><p>• Monitor core retail indicators, including sales activity, customer volume, labor spending, and inventory movement</p><p>• Prepare materials for recurring business reviews, leadership discussions, board reporting, and lender-facing presentations</p><p>• Compile information from various sources and validate its completeness, consistency, and reliability before reporting</p><p>• Partner with teams across the organization as well as external contacts to gather information and align reporting needs</p><p>• Provide interpretation during Japanese and English meetings and translate business documents and reports accurately</p><p>• Maintain strong data governance practices by safeguarding sensitive information and supporting data integrity in reporting processes</p>
We are looking for a Customer Due Diligence Analyst to join a fintech organization in a Long-term Contract position supporting onboarding and risk review activities. Based in San Francisco, California, this opportunity is well suited for someone who can assess customer information, maintain compliance standards, and help create a seamless onboarding experience. The role calls for strong judgment, comfort working independently, and the ability to manage priorities in a fast-moving regulated environment.<br><br>Responsibilities:<br>• Conduct due diligence assessments for prospective and existing customers to support compliant onboarding decisions.<br>• Evaluate customer records and submitted documentation to confirm accuracy, completeness, and adherence to internal standards.<br>• Assist with identity verification and related review workflows tied to customer risk evaluation.<br>• Investigate inconsistencies, unusual findings, or missing information and elevate concerns when further review is needed.<br>• Work closely with cross-functional partners to keep onboarding activities efficient and aligned with compliance expectations.<br>• Maintain clear and organized case documentation to support audit readiness and operational transparency.<br>• Contribute to process improvement efforts by identifying opportunities to strengthen review quality and turnaround times.
<p>We are looking for a Financial and Inventory Analyst to support data-driven inventory, purchasing, pricing, and profitability decisions within a healthcare-focused environment in Vienna, Virginia. This Long-term Contract position will play a key role in turning complex operational data into clear insights that improve product availability, financial performance, and planning accuracy. The ideal candidate brings strong analytical expertise, business intelligence capabilities, and the ability to build practical reporting solutions for both operational and strategic stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Examine inventory, supplier, purchasing, pricing, and margin data to uncover patterns, operational risks, and areas for improvement.</p><p>• Review stock position, replenishment activity, inventory movement, and accuracy trends to help balance product availability with cost control.</p><p>• Provide analytical support for buying and pricing decisions by evaluating costs, profitability, and vendor performance.</p><p>• Produce forecasting models, inventory strategies, and replenishment guidance to strengthen demand planning and overall inventory results.</p><p>• Design, update, and manage recurring reports, dashboards, scorecards, and BI deliverables that inform leadership and business teams.</p><p>• Measure and communicate key performance indicators related to forecast quality, inventory condition, supplier effectiveness, purchasing outcomes, and profit performance.</p><p>• Use Excel, Power BI, SQL, and automation methods to streamline reporting processes, improve data quality, and increase efficiency in analysis workflows.</p>
<p>We are looking for an experienced Technical Business Analyst with expertise in Adobe Target to join our team in Los Angeles, California. In this role, you will focus on executing and optimizing website A/B tests, managing guest experiences, and contributing to technical implementations. This position requires a hands-on approach and a deep understanding of personalization and web analytics.</p><p><br></p><p>Responsibilities:</p><p>• Execute and manage daily website A/B testing initiatives utilizing Adobe Target.</p><p>• Collaborate with UX, engineering, and marketing to implement and optimize guest experiences.</p><p>• Develop and maintain profile scripts and customer attributes within Adobe Target.</p><p>• Debug and troubleshoot issues using WebSDK, APIs, and data layers.</p><p>• Monitor and analyze web analytics to refine audience targeting and personalization strategies.</p><p>• Ensure seamless integration of Adobe Target with other digital platforms and workflows.</p><p>• Conduct testing and optimization to enhance user experiences.</p><p>• Communicate effectively with stakeholders to provide technical insights and progress updates.</p><p>• Stay updated on advancements in Adobe Experience Platform and related technologies.</p><p>• Provide technical support and guidance for end-to-end implementation processes.</p>
We are looking for a Legal Financial Systems Analyst to join a collaborative analytics team supporting financial operations in Denver, Colorado. This position blends systems expertise with financial analysis, serving as a key partner to finance stakeholders on application support, workflow improvement, and data-driven decision-making. The role is ideal for someone who understands the mechanics of billing and accounting in a services environment and enjoys solving technical and process-related challenges.<br><br>Responsibilities:<br>• Serve as the primary connection between finance users and technology solutions, translating operational needs into effective system support and enhancements.<br>• Diagnose application issues, coordinate resolutions, and help maintain reliable performance across financial platforms used for billing, accounting, and reporting.<br>• Contribute to system updates, testing activities, and ongoing optimization efforts to improve stability, usability, and efficiency.<br>• Analyze financial and operational data to identify trends, support reporting needs, and recommend process improvements.<br>• Support day-to-day billing and accounting workflows by ensuring financial systems align with business requirements and user expectations.<br>• Partner with internal analytics team members and leadership to strengthen reporting capabilities and overall financial productivity.<br>• Assist with administration and usage of core tools such as Aderant and reporting platforms, while supporting related applications tied to timekeeping, workflow, or expense management when needed.
<p><strong>Risk and Compliance Analyst </strong></p><p> </p><p>A client of is looking for a Risk and Compliance Analyst for a contract role. The Risk & Compliance Analyst supports the organization’s compliance program by managing policy governance, regulatory compliance processes, and risk mitigation initiatives. This role plays a key part in maintaining ethical standards, administering disclosure programs, supporting data privacy efforts, and driving compliance training and communication strategies across the organization. </p><p><br></p><p><strong>Responsibilities of Risk and Compliance Analyst </strong></p><ul><li>Manage the Code of Conduct lifecycle including updates, publishing, training coordination, and communication efforts</li><li>Maintain and oversee corporate policy inventory, partnering with stakeholders to draft, review, and update policies</li><li>Administer compliance disclosure processes including conflict of interest and gifts & entertainment reporting, ensuring proper documentation and escalation when needed</li><li>Develop and deliver compliance training programs and awareness materials for domestic and international audiences</li><li>Support data privacy initiatives in partnership with internal stakeholders, including regulatory compliance efforts related to applicable U.S. privacy laws</li><li>Perform compliance data analysis to identify trends, support investigations, and generate insights for leadership</li><li>Assist with risk assessments, third-party due diligence reviews, and compliance-related audits</li><li>Collaborate cross-functionally with Legal, HR, IT, and business teams on policy implementation and process improvements</li><li>Support employee engagement initiatives that reinforce a culture of ethics, integrity, and accountability</li><li>Provide support on special projects and additional compliance initiatives as assigned</li></ul><p><br></p>
<p>Robert Half is seeking a Tax Analyst.</p><p>Does this sound like you?</p><ul><li>Preparation of federal 1120F and state tax returns, along with related extensions and estimated tax payments.</li><li>Working on preparation and analysis of financial statement and reports for tax return and quarterly income tax provision preparation.</li><li>Preparation of Forms 5472</li><li>Working with the Senior Tax Analyst and Tax Manager in the preparation of income tax provisions and tax return compliance.</li><li>Compiling tax group information in the preparation of tax workpapers and calculation of book to tax differences which may include written documentation to support filing positions as needed.</li><li>Assist with restructuring / realignment of businesses as needed as it would impact the tax compliance group filing obligations.</li><li><br></li></ul>
<p>We are looking for a detail-oriented Tax Analyst to join our team in North Dallas, Texas. In this role, you will manage various tax compliance processes, analyze financial data, and ensure adherence to local, state, and federal tax regulations. This position offers an opportunity to collaborate with internal teams and external advisors to optimize tax strategies and support business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and distribute 1099 forms accurately and within required deadlines for vendors and property owners.</p><p>• Oversee compliance for indirect taxes, including sales and use tax, as well as property tax obligations.</p><p>• Ensure timely filing of annual reports, business license renewals, and census documents at state, county, and city levels.</p><p>• Conduct financial data analysis to identify and address potential tax risks or opportunities for tax planning.</p><p>• Maintain organized tax records, assist with audits, and address inquiries from tax authorities.</p><p>• Work closely with internal departments and external consultants to ensure compliance and implement effective tax strategies.</p><p>• Track and evaluate changes in tax laws and regulations, assessing their implications for the organization.</p>
We are looking for an experienced Tax Analyst to support a long-term contract engagement in Sylmar, California. This position will focus on deferred tax analysis, historical tax adjustment research, and workpaper review to help strengthen the accuracy of corporate tax records. The ideal candidate brings strong corporate tax knowledge and can partner with tax leadership to resolve discrepancies, organize supporting documentation, and improve the reliability of tax reporting.<br><br>Responsibilities:<br>• Examine historical tax workpapers and prior-year adjustments to identify trends, inconsistencies, and deferred tax issues requiring resolution.<br>• Analyze deferred tax balances and related differences, tracing items through prior reporting periods to validate accuracy and supporting detail.<br>• Partner with tax management to organize, reconcile, and clean up tax records and schedules across corporate tax files.<br>• Record and document tax differences by researching underlying activity and connecting adjustments to historical support.<br>• Prepare, update, and maintain audit-ready workpapers that clearly support tax positions, calculations, and reconciliations.<br>• Support corporate tax compliance activities by gathering documentation, reviewing schedules, and assisting with issue resolution tied to tax reporting.<br>• Use accounting and tax software tools to evaluate data, process information efficiently, and maintain accurate supporting records.
<p>We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain.</p><p><br></p><p>Responsibilities:</p><p>• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.</p><p>• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.</p><p>• Collaborate with external auditors to facilitate audits and reviews effectively.</p><p>• Participate in the preparation of presentations and proxy statements for stakeholders.</p><p>• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.</p><p>• Maintain compliance with SEC reporting requirements and ensure accurate documentation.</p><p>• Engage in actuarial and related discussions to support financial decision-making.</p><p>• Perform additional tasks as assigned to support the financial reporting team.A</p>
<p>🚨 Iowa-Based Finance Professionals – Let’s Talk (100% Remote) 🚨</p><p>Are you currently in banking or credit union finance and thinking about what’s next—but not actively looking?</p><p>I’m partnering with a client on a unique, flexible opportunity that can be shaped around your strengths 👇</p><p>💼 What makes this role stand out:</p><p>✅ 100% remote (must reside in Iowa / Illinois)</p><p>✅ Flexible scope – not a “one-size-fits-all” position</p><p>✅ Ability to focus in Budgeting & Forecasting or CECL / Loan Loss Accounting</p><p>✅ Exposure to both month-end reporting and strategic initiatives</p><p>✅ Strong mix of structure + project-based work</p><p><br></p><p>📊 Two potential focus areas:</p><p>Budgeting & Forecasting (more independent ownership, planning-focused)</p><p>CECL / Loan Accounting (modeling, assumptions, regulatory reporting)</p><p><br></p><p>👤 Who this is perfect for:</p><p>Experience in a bank or credit union</p><p>Background in:</p><p>Financial reporting</p><p>Budgeting/forecasting</p><p>CECL or loan loss accounting</p><p><br></p><p>Someone who enjoys variety in their month—from structured reporting cycles to process improvement and long-term initiatives</p><p><br></p><p>💡 Whether you’re a Senior ready to flex across both areas or an Analyst looking to deepen your expertise, this team is open to aligning the role with your strengths.</p><p><br></p><p>📩 If you’re open to hearing more (confidentially), send me a message! </p>
<p><strong>🚨 Hot Opportunity Alert! 🚨</strong></p><p>💼 <strong>Are you ready to take your career to the next level?</strong> 💼</p><p>We’re on the hunt for a <strong>Senior Financial Analyst</strong> who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀</p><p>👉 <strong>Why Make the Leap?</strong> 👈</p><p>🌟 <strong>Incredible Culture</strong>: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.</p><p>💡 <strong>Endless Opportunity</strong>: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.</p><p>🛠️ <strong>Innovative Team Collaboration</strong>: Work with approachable leadership and a dynamic team that’s building something extraordinary.</p><p>📈 <strong>Career Growth Awaits</strong>: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.</p><p>👉 <strong>The Role Highlights:</strong></p><p>✔️ Be the <strong>bridge</strong> for financial intelligence—help turn data into actionable insights.</p><p>✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.</p><p>✔️ Collaborate with product and channel managers to refine decision-making tools.</p><p>✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.</p><p>✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.</p><p>🌍 <strong>Remote Flexibility</strong>: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. <strong>Candidate must be within a reasonable commute to HQ.</strong></p><p>🫶 <strong>Why Now?</strong></p><p>This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it.</p><p> Let’s discover some mutual possibilities 🌟</p>