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537 results for Treasury Analyst Manager jobs

Treasury Analyst

De Soto, KS
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a Treasury Analyst to join our clients team in Shawnee, Kansas. This role supports treasury operations, risk-related financial activities, lease administration, and regulatory compliance while helping ensure accurate reporting and effective cash management. The position works across finance and with external partners to strengthen controls, manage deadlines, and support month-end close activities. Responsibilities:• Partner with finance leadership and external advisors to evaluate risk trends, claims history, and market conditions in order to support insurance program decisions and cost-effective coverage strategies.• Oversee insurance claim activity across multiple exposure areas, coordinating documentation, follow-up, and communication with brokers, carriers, and internal teams.• Contribute to annual insurance planning by compiling exposure information, assisting with renewal analysis, and supporting premium forecasting for domestic and international policies.• Maintain accounting support for insurance-related balances, workers' compensation, select medical accruals, and life insurance arrangements, including analysis tied to reporting periods.• Review equipment financing alternatives by preparing financial comparisons that help determine whether leasing or purchasing is the better option for capital investments.• Administer lease portfolios by tracking contract changes, managing end-of-term decisions, and completing monthly reconciliations, invoice review, and journal entry support for lease accounting.• Perform treasury-related administrative work, including user access oversight for banking platforms and financial close responsibilities for holding company accounts.• Coordinate letter of credit and bond activity by assisting with renewals, amendments, collateral updates, and communication with financial institutions and internal stakeholders.• Manage unclaimed property compliance by preparing filings, supporting audits, and ensuring required notices and remittances are completed on schedule.
2026-07-10T00:00:00Z

Treasury Analyst

Salt Lake City, UT
onsite
Temporary / Contract
40 - 50 USD / Hourly
We are looking for a Treasury Analyst to support daily treasury operations and provide dependable cash management insights for a Long-term Contract position based in the Greater Salt Lake City area. This role works closely with finance, legal, asset management, and energy market stakeholders to help maintain liquidity, support financing activities, and keep reporting accurate and timely. The ideal candidate brings strong analytical skills, attention to detail, and hands-on experience with forecasting, reconciliations, and core treasury processes. Responsibilities:• Review cash activity each day to establish an accurate cash position and highlight funding needs.• Work with the accounts payable team to help ensure vendor and invoice payments are processed on schedule.• Carry out treasury transactions such as wire transfers, ACH payments, check activity, investment movements, and account funding.• Maintain a rolling 13-week cash forecast to support short-term liquidity planning and decision-making.• Prepare and organize materials related to letters of credit, surety bonds, and borrowing requests.• Partner with internal teams to track debt obligations and assist with covenant compliance calculations.• Record financing transactions across revolving credit facilities, construction funding arrangements, and term debt with accuracy and timeliness.• Produce monthly treasury reporting that summarizes cash balances, borrowing activity, and investment performance.• Support audit requests and month-end cash reconciliations by maintaining complete treasury documentation.• Recommend process improvements that enhance efficiency, control, and consistency within treasury operations
2026-07-02T00:00:00Z

Treasury Analyst

Livonia, MI
onsite
Temporary to Hire
25.65 - 29.7 USD / Hourly
We are looking for a Treasury Analyst to join a team in Livonia, Michigan in a contract capacity with the potential for a permanent role. This position focuses on daily cash management activities, supporting banking operations, and maintaining accurate cash positioning through detailed analysis and consistent execution. The ideal candidate is comfortable working in a structured, high-volume environment and can use Excel effectively to manage repetitive yet essential treasury tasks. Responsibilities: • Oversee daily cash transfer activity to help maintain appropriate funding levels across accounts. • Prepare and update cash positions to support target balance management and short-term liquidity decisions. • Coordinate the movement of funds for investment or recall based on business needs and available balances. • Process treasury transactions, including wire activity, with a strong focus on accuracy and timeliness. • Perform high-volume data entry and transaction support within treasury workflows while maintaining dependable records. • Use Excel extensively to track positions, organize treasury data, and support daily reporting needs. • Work within the Treasura platform to execute and monitor treasury-related activities. • Interact with banking partners and the custodial institution to support routine operational requirements.
2026-07-02T00:00:00Z

Treasury Analyst

Homewood, AL
onsite
Temporary to Hire
30 - 33 USD / Hourly
We are looking for a Treasury Analyst to support daily cash management and banking operations for an Insurance Group. This contract to permanent opportunity is ideal for an accounting specialist who brings strong treasury awareness, sound financial judgment, and the ability to work across internal business groups and external banking contacts. The role focuses on monitoring account activity, coordinating funding movements, and maintaining accurate reconciliations in a fast-paced environment. This a hybrid position requiring one day per week in the Birmingham office. Candidates must reside in the Birmingham metro area. Responsibilities:• Monitor daily banking transactions and account activity to confirm cash movement accuracy and support timely funding decisions.• Review cleared checks, payment activity, and related transactions to help authorize disbursements and process claim payments.• Coordinate internal and external fund transfers based on operational needs and approved treasury requests.• Complete month-end reconciliations for designated accounts and resolve discrepancies in a timely manner.• Partner with internal departments to facilitate treasury-related transfers across multiple lines of business.• Communicate with outside banking partners and agents to support verification activities and maintain smooth transaction processing.• Use Excel tools such as XLOOKUPs and pivot tables to analyze financial data, track activity, and prepare reporting support.• Contribute to treasury operations by maintaining organized records and assisting with cash-related analysis and account oversight.
2026-07-17T00:00:00Z

Treasury Analyst

Princeton, NJ
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
An established and growing international company headquartered in Princeton, NJ is seeking a Treasury Analyst to join its corporate finance team. This is an excellent opportunity for someone looking to build hands-on experience within a global treasury function. The Treasury Analyst will support daily treasury operations, cash management activities, and financial analysis for a dynamic, multi-entity organization. This role offers strong exposure to senior leadership and the opportunity to contribute to process improvements and strategic initiatives.Key Responsibilities<ul><li>Manage daily cash positioning, forecasting, and liquidity analysis</li><li>Assist with banking relationships, wire transfers, and treasury reporting</li><li>Analyze financial data to support decision-making and optimize cash flow</li><li>Maintain and improve treasury models, reports, and dashboards</li><li>Support month-end close activities related to treasury functions</li><li>Identify opportunities to streamline processes and enhance internal controls</li></ul>
2026-07-17T00:00:00Z

Treasury Manager

Houston, TX
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
We are looking for an experienced Treasury Manager to lead enterprise-wide cash management, liquidity planning, and financing support for a growing real estate and property organization in Houston, Texas. This newly established in-house position offers broad ownership of daily treasury operations, debt oversight, banking coordination, and intercompany funding activities across a complex portfolio with significant cash movement. The role will work closely with finance, accounting, legal, and project teams to strengthen controls, improve visibility into cash needs, and support informed capital decisions. Responsibilities:• Direct daily cash positioning across multiple business entities and maintain clear visibility into available liquidity for ongoing operations.• Refine short- and medium-term cash forecasting models, analyze forecast variances, and provide leadership with timely insight into expected cash trends.• Coordinate intercompany funding activity and cash concentration practices to improve working capital efficiency and reduce excess idle balances.• Develop, document, and uphold treasury policies, internal controls, and operating procedures that support consistent cash management across the organization.• Serve as a key contact for banking partners by helping manage relationships, reviewing service performance, and supporting negotiations related to accounts, fees, and credit arrangements.• Administer credit facilities, construction financing, and other borrowing arrangements, including draw activity, borrowing availability, and adherence to lender terms.• Maintain debt records and monitor covenant and reporting deadlines, preparing required compliance documentation and assisting with waivers, amendments, or renewals when needed.• Oversee construction loan draw submissions by partnering with project, accounting, and title stakeholders to ensure complete documentation, timely funding, and accurate tracking of project-level borrowing capacity.• Implement a prudent short-term investment approach for surplus cash by evaluating approved vehicles, monitoring returns and maturities, and preserving operational liquidity.• Prepare treasury reporting for senior leadership covering cash balances, debt exposure, covenant status, interest costs, and financing considerations tied to acquisitions and development activity. For immediate consideration, contact Mark, mark.loiacano@roberthalf
2026-06-26T00:00:00Z

Treasury Manager

Houston, TX
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Our client, a growing professional services firm with operations across the United States and Canada, is seeking a Treasury Manager who thrives in building, scaling, and transforming finance organizations. This is not a traditional treasury role. The ideal candidate is both a strategic thinker and hands-on executor—someone who can develop a vision, create the roadmap, build the processes, and drive successful execution.This role is designed for a finance leader with a strong blend of Treasury, FP&A, and strategic finance experience, ideally gained within a large global organization. The successful candidate will serve as a trusted business partner across the finance organization and broader enterprise, influencing stakeholders at all levels while helping modernize and scale key finance capabilities. The OpportunityAs the firm continues to grow, implements a new ERP system, and redesigns key finance processes, the Treasury Manager will play a critical role in building and enhancing treasury operations for the future. This individual will help establish best practices, improve cash visibility and forecasting, drive process standardization, and support broader finance transformation initiatives.The ideal candidate has experience building, rebuilding, or significantly transforming a treasury function, with a proven track record of delivering results in complex, multi-entity, global environments. Success in this role requires someone who can balance strategic leadership with a willingness to roll up their sleeves and execute. Key Responsibilities<ul><li>Lead and modernize treasury operations, including cash positioning, liquidity management, banking relationships, and treasury technology platforms.</li><li>Design, implement, and scale treasury processes, controls, and reporting frameworks to support continued organizational growth.</li><li>Develop and enhance cash forecasting methodologies while improving visibility into enterprise-wide liquidity.</li><li>Partner closely with FP&A and finance leadership on forecasting, budgeting, long-range planning, and capital allocation initiatives.</li><li>Serve as a key contributor to ERP implementation and broader finance transformation efforts.</li><li>Drive process improvement initiatives and establish scalable operating procedures across treasury and finance functions.</li><li>Act as a strategic finance business partner, collaborating effectively with stakeholders across the U.S., Canada, and global organization.</li><li>Create and execute clear implementation plans, define success metrics, and ensure initiatives are carried through to completion.</li><li>Help shape the future-state treasury organization while providing hands-on leadership during the transition.</li></ul> Why Join?<ul><li>Opportunity to build and influence the future of a growing treasury function.</li><li>High-visibility role with significant interaction across executive leadership and finance teams.</li><li>Exposure to enterprise-wide ERP implementation and finance transformation initiatives.</li><li>Ability to drive meaningful change and leave a lasting impact on the organization.</li><li>Long-term career growth opportunities across Treasury, FP&A, and strategic finance.</li></ul> Share your resume for immediate consideration.
2026-07-09T00:00:00Z

Treasury Manager

Melbourne, FL
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Melbourne company is looking for a Treasury Manager. Responsibilities of the Treasury Manager will include, but not limited to the following. -- Leads all operational aspects of daily operations of the Treasury function. -- Administrator on banking systems and other financial portals. -- Manages the daily cash position, including bank balances, activity, and liquidity reporting. -- Completes corporate banking and treasury management services transition project. -- Executes intercompany transfers and funding to ensure optimal cash utilization. -- Supports revolver draw and repayment decisions based on liquidity needs. -- Maintains and enhances the 13-week cash flow forecast, including variance analysis. -- Partners with AR, AP, and FP&A to improve visibility into cash flow drivers, and to support working capital initiatives. -- Serves as a key contact with banking partners and support treasury projects and process improvements. -- Supports lender reporting and compliance, including borrowing base and covenant requirements. For immediate consideration regarding the Treasury Manager position, please send your resume to Andy Poquette, VP - Practice Director. ***You can message me on LinkedIn ( Andy Poquette ) to send me your resume directly. My email is also located on LinkedIn. You can also call 407-284-3424.
2026-06-25T00:00:00Z

Treasury Manager

Houston, TX
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a Treasury Manager to strengthen treasury services for clients and support business growth in Houston, Texas. This role partners closely with sales, lending, operations, and technology teams to shape client-focused solutions, guide implementations, and improve service delivery. The ideal candidate brings strong treasury expertise, sound financial analysis skills, and the ability to balance client needs with operational, risk, and compliance expectations. Responsibilities:<ul><li>Oversee day-to-day treasury operations, including cash positioning, liquidity management, and funding activities to ensure efficient use of capital.</li><li>Monitor and analyze cash flow trends to support forecasting, working capital optimization, and strategic financial planning.</li><li>Manage banking relationships and coordinate with financial institutions to maintain effective treasury services and resolve operational issues.</li><li>Develop and maintain treasury policies, procedures, and controls to support compliance with internal standards and regulatory requirements.</li><li>Support the implementation and ongoing management of treasury systems, tools, and digital banking platforms to enhance efficiency and visibility.</li><li>Collaborate cross-functionally with finance, accounting, operations, and IT teams to support cash management processes and business initiatives.</li><li>Monitor and mitigate financial risks, including liquidity, counterparty, and operational risks, by implementing appropriate controls and escalation procedures.</li></ul>For immediate consideration, contact Mark, mark.loiacano@roberthalf
2026-06-26T00:00:00Z

Treasury Manager

Washington, DC
onsite
Temporary / Contract
40 - 75 USD / Hourly
We are looking for an experienced Treasury Manager to support high-volume treasury operations in Washington, District of Columbia. This Long-term Contract position is ideal for a detail-oriented finance specialist who can manage multiple priorities at once while maintaining accuracy, control, and responsiveness in a fast-paced environment. Responsibilities:• Oversee daily treasury activities by managing a large volume of transactions, cash movements, and funding needs with a high degree of accuracy.• Monitor cash positions and support short-term liquidity planning to help maintain effective cash management across operations.• Coordinate treasury-related processes across teams, ensuring timely communication and follow-through in a fast-moving work environment.• Review, reconcile, and track financial activity to support reporting accuracy and alignment with corporate accounting standards.• Prioritize competing requests and deadlines while maintaining control over multiple concurrent treasury deliverables.• Use collaboration tools such as Slack to communicate updates, resolve issues, and keep stakeholders informed on treasury matters.• Perform treasury work efficiently within an Apple-based computing environment and adapt to team workflows and technology standards.
2026-07-16T00:00:00Z

Treasury Analyst - Cash Management

Chicago, IL
onsite
Permanent / Full Time
85000 - 86000 USD / Yearly
The salary for this position is $85,000 to $86,000 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] Responsibilities<ul><li>Coordinate Treasury data retrieval. Retrieve and process electronic bank statements and coordinate information flow into SAP. Resolve issues related to obtaining electronic banking information. Ensure that inflows and outflows have proper G/L coding.</li><li>Payment processing. Run daily payment programs, process wires that need to be uploaded into bank websites, process Federal/State/Canadian tax payments, process ACH drawdowns, and troubleshoot any payment-related problems.</li><li>Various banking-related activities. Online banking user maintenance, signatory updates, process remote check deposits, handle auditor information requests, and maintain a list of all bank accounts.</li><li>Assist with month-end activities, such as interest accrual reports, letter of credit reporting, and distribution of various reports. Verification of interest payment calculations with third parties.</li><li>International activities. Review and initiate/approve international payments, work with the Cash Manager to place international investments, and assist with intercompany transactions.</li></ul>
2026-06-29T00:00:00Z

Treasury Analyst/Sr Treasury Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Treasury Analyst/Senior Treasury Analyst to support treasury operations and strategic initiatives for a real estate and property organization in Dallas, Texas. This role blends hands-on cash management responsibilities with project work focused on treasury technology, banking relationships, reporting, and process improvement. The ideal candidate brings strong analytical skills, sound knowledge of banking operations, and the ability to communicate effectively with finance, technology, and senior leadership teams. Responsibilities:• Lead day-to-day support for the Kyriba treasury platform, including implementation activities, testing, reference data upkeep, and training for new users.• Evaluate bank fee structures and service usage to uncover inefficiencies, eliminate unnecessary services, and recommend cost reduction opportunities.• Collaborate with technology and cross-functional project teams to deliver treasury-related system enhancements, including fraud prevention tools and bank account request solutions.• Contribute to cash forecasting efforts by analyzing data, preparing reports, and presenting insights to stakeholders.• Build and maintain clear procedural documentation for core treasury activities to strengthen consistency and controls.• Prepare clear presentation materials and communicate treasury updates and recommendations to senior management.• Participate in internal meetings and regular discussions with banking partners to resolve operational matters and assess new solutions.• Manage bank account administration activities such as account openings and closures, signer updates, fraud service setup, and maintenance of account records.• Review daily payment activity and exception items across treasury systems and bank platforms to confirm policy compliance and ensure timely resolution.• Produce daily cash position reporting for corporate and portfolio accounts while assisting finance teams with transaction research and banking inquiries. If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via linked in.
2026-07-02T00:00:00Z

Treasury & Risk Manager

Reno, NV
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Brad Stewart with Robert Half Finance & Accounting is seeking a Treasury and Risk Manager, to join our client’s Finance team. In this role, you will lead aspects of treasury operations, manage corporate insurance programs, and support the development and execution of the Enterprise Risk Management (ERM) framework. This position plays a critical role in safeguarding company assets, optimizing liquidity, and strengthening risk governance across the organization. The role is based in their Reno, Nevada office and some travel to various locations may be occasionally required. Responsibilities: · Support treasury operations, including medium and long-term cash management, liquidity forecasting, and treasury reporting· Support banking relationships and capital management and support the implementation of future treasury systems, controls, and process improvements· Be a business partner to the commercial team and assist the accounting team with revenue recognition matters· Manage the company’s insurance portfolio, including policy renewals, claims coordination, broker engagement, and coverage optimization· Support the development, execution, and continuous improvement of the Enterprise Risk Management (ERM program)· Coordinate risk assessments, maintain risk registers, and prepare materials for executive and board-level reporting· Partner with internal stakeholders to identify, assess, and mitigate financial, operational, and strategic risks· Ensure compliance with internal controls and support audit activities related to treasury and risk functions
2026-07-15T00:00:00Z

Director/Manager of Treasury

San Ramon, CA
remote
Temporary / Contract
80 - 95 USD / Hourly
Robert Half Management Resources is looking for an experienced treasury leader to guide one of our client's treasury operations on an interim basis. This long-term contract position focuses on strengthening treasury operations, improving liquidity practices, and modernizing banking and cash management capabilities across the business. The ideal candidate will combine strategic oversight with hands-on execution, bringing strong expertise in treasury systems, bank relationship management, and team leadership. Responsibilities:• Direct treasury operations across daily cash activity, liquidity oversight, and short-range cash forecasting to support informed funding decisions.• Lead the deployment and optimization of a treasury workstation, including system setup, workflow design, and coordination with banking platforms and enterprise applications.• Review the existing banking structure and execute a streamlined account strategy by reducing unnecessary accounts, establishing new banking relationships where needed, and updating signer access.• Supervise treasury personnel in their daily work, provide coaching, evaluate team capabilities, and help expand the function through hiring and onboarding as priorities evolve.• Create and formalize treasury procedures, internal controls, and fraud mitigation practices that support consistency and accountability within a distributed team environment.• Partner with internal stakeholders to improve cash management processes and strengthen the connection between treasury activities and Workday-related workflows.• Oversee banking documentation, portal administration, and operational changes required to support an updated treasury infrastructure.• Drive treasury transformation efforts by identifying inefficiencies, recommending practical improvements, and ensuring execution stays aligned with organizational goals.
2026-07-17T00:00:00Z

Treasury Accountant

McMinnville, OR
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Jamie Benway with Robert Half is looking for an experienced Treasury Accountant to join our team in McMinnville, Oregon. The ideal candidate will play a pivotal role in managing corporate treasury functions and ensuring effective cash flow operations. This position is perfect for someone who thrives in a dynamic environment and enjoys optimizing financial processes. Responsibilities:• Oversee daily cash management activities to maintain optimal liquidity levels and ensure accurate reporting.• Manage corporate treasury operations, including banking relationships and transactions.• Prepare and analyze cash flow forecasts to support strategic decision-making.• Monitor and reconcile financial transactions, ensuring accuracy and compliance with internal policies.• Collaborate with internal teams to streamline treasury processes and improve operational efficiency.• Assist in the development and implementation of treasury policies and procedures.• Conduct periodic reviews of financial systems to identify areas for improvement.• Support audits and regulatory compliance efforts related to treasury operations.• Provide recommendations for investment strategies to maximize returns while minimizing risks.• Maintain detailed records of treasury activities to ensure transparency and accountability. Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013399739
2026-07-11T00:00:00Z

Treasury Accountant

Des Moines, IA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
📢 Des Moines Finance & Insurance Talent I’m partnering with a growing insurance organization in Des Moines that’s building out a Finance Center of Excellence and adding a Treasury / Middle Office Accounting professional to the team. This is a hands‑on role focused on cash management, wire activity, reconciliations, and treasury operations, with the opportunity to help build processes, controls, and best practices from the ground up. The environment is entrepreneurial, lean, and ideal for someone who enjoys autonomy and impact. ✔ Insurance industry experience required✔ Hybrid flexibility (not fully remote)✔ Competitive compensation + bonus potential If you’re curious or know someone who might be a fit, feel free to message me directly. 👋
2026-07-10T00:00:00Z

Treasury Analyst for publicly held City Centre area

Houston, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston Marketplace. Shad and his Team at Robert Half are working with a publicly held client in the City Centre area on the west side of Houston. Company is looking to add a Treasury Analyst to the team. This person will be heavily involved with cash management. One of the key questions that will be asked will be the candidates interactions with banks they have had in the past. Candidate must have a strong understanding of treasury and bring a passion to look at the little things and question the why and be a problem solver. This person needs to work in a very fast pace environment. Candidate must have a bachelor’s degree in Accounting or Finance, certification a plus, 3 plus year’s treasury experience and experience with an ERP. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Treasury Analyst in the subject line.
2026-06-19T00:00:00Z

Treasury Associate

Spring, TX
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a motivated Treasury Associate to join a rapidly expanding company in The Woodlands, Texas. This role offers a unique opportunity to work closely with the Assistant Treasurer, providing key support in treasury operations, cash flow analysis, and accounts receivable functions. Ideal candidates are eager to grow their expertise and contribute to the company’s dynamic financial strategies. Responsibilities: • Conduct in-depth analysis of cash flow activities and accounts receivable operations to support financial decision-making. • Prepare detailed reports such as incoming cash statements, aging analysis for accounts receivable, and related financial documents. • Perform account reconciliations, ensuring accuracy and resolving discrepancies promptly. • Assist in debt-related tasks, including the creation and maintenance of amortization schedules and related reporting. • Support liquidity analysis and treasury operations to optimize cash management processes. • Collaborate with the Assistant Treasurer on strategic initiatives and financial reporting. • Present financial insights and analysis to senior leadership to guide business decisions. • Contribute to process improvement initiatives within cash management and accounts receivable functions.
2026-06-26T00:00:00Z

Tax Analyst/Manager/Director

San Mateo, CA
remote
Permanent / Full Time
120000 - 150000 USD / Yearly
Jeff Abrams with Robert Half is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies. Responsibilities:• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-07-14T00:00:00Z

Tax Analyst/Manager/Director

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented tax specialist to support corporate indirect tax operations for a high-tech electronics organization in Dallas, Texas. This role will oversee key areas of state and local taxation, with a strong emphasis on sales and use tax compliance, property tax matters, and practical tax research. The position also partners with internal stakeholders and external advisors to address regulatory matters, strengthen reporting accuracy, and support the transition of tax activities into the internal department. Responsibilities: • Manage the preparation, review, and timely submission of sales and use tax filings across applicable jurisdictions. • Oversee state and local indirect tax activities, including property tax compliance and related account analysis. • Conduct technical tax research and interpret regulatory developments to help maintain compliance with changing rules. • Reconcile tax accounts, investigate variances, and help improve the accuracy of monthly tax reporting. • Coordinate responses to notices, audits, and information requests from tax authorities and outside parties. • Advise cross-functional teams on sales tax treatment, reporting questions, and day-to-day indirect tax matters. • Support tax provision activities by gathering data, analyzing positions, and assisting with documentation needs. • Contribute to bringing tax processes back in-house by helping organize responsibilities, documentation, and workflow execution.
2026-07-17T00:00:00Z

Finance Manager-Accountant & Treasury

Greenwich, CT
onsite
Permanent / Full Time
135000 - 150000 USD / Yearly
Finance Manager-Accountant & Treasury: Be part of an exciting growth journey with a fast-rising global company with more than 2,000 employees across 10 offices worldwide, as it continues to invest in and expand its North American headquarters in Greenwich. This is a standout opportunity to accelerate your career, gain broad exposure, and build a more dynamic skill set than you’d typically find in a traditional role. For immediate consideration send resumes to Jennifer.Beilin@Roberthalf (dotcom) Role Overview: This role will support the company’s senior leadership with a wide range of accounting, treasury, cash flow forecasting, reporting, and finance projects while partnering closely with both leadership, global colleagues and external advisors. The Impact you'll Make: <ul><li>Oversee day-to-day accounting activities and maintain accurate, timely financial records.</li><li>Track cash balances and support short-term cash planning and treasury operations.</li><li>Prepare and manage a rolling 13-week cash forecast, enhancing accuracy and process ownership.</li><li>Coordinate payments and treasury administration while maintaining proper controls and documentation.</li><li>Develop financial reports, dashboards, and presentations for leadership review and planning.</li><li>Analyze financial and operational data to identify trends, explain results, and support decisions.</li><li>Collaborate with internal stakeholders and external partners on accounting, reporting, and cash management.</li><li>Support special projects and process improvements to enhance finance operations and reporting.</li></ul> The Attributes you'll Bring: <ul><li>Bachelor’s degree in Accounting, Finance, or related field</li><li>5+ years of relevant experience, ideally starting career within public accounting</li><li>CPA highly preferred</li><li>Strong working knowledge of accounting fundamentals, reconciliations, and financial reporting practices.</li><li>Advanced Excel capabilities, including the use of formulas, pivot tables, and cash tracking models.</li><li>Fluency in multiple languages is highly beneficial</li></ul>
2026-06-19T00:00:00Z

Financial Analyst/Manager

Shawnee Mission, KS
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for a Finance Manager to join a growing organization. This role is well suited for someone in finance who can turn complex financial information into clear business insights and support strategic decision-making. The ideal candidate brings strong analytical depth, sound accounting knowledge, and the ability to evaluate performance trends that influence operational and financial outcomes. Responsibilities: • Develop financial models and forecasting tools to support budgeting, long-range planning, and business performance evaluations. • Analyze financial and operational data to identify trends, risks, and opportunities, then present practical recommendations to leadership. • Prepare management reports, dashboards, and variance analyses that translate key metrics into actionable insights. • Partner with cross-functional teams to assess business initiatives, improve financial visibility, and support strategic planning efforts. • Review financial results for accuracy and alignment with accounting guidance, internal policies, and organizational objectives. • Use data analysis techniques and emerging technologies, including AI-driven tools where appropriate, to improve reporting quality and decision support. • Evaluate profitability, cost drivers, and resource allocation to help leadership prioritize investments and operational improvements.
2026-06-18T00:00:00Z

Financial Analyst/Manager

Houston, TX
onsite
Permanent / Full Time
105000 - 115000 USD / Yearly
We are looking for a skilled Financial Analyst/Manager to join our team in Houston, Texas. This role is integral to driving financial planning, analysis, and decision-making across the organization. The ideal candidate will utilize their expertise in forecasting, budgeting, and private equity to deliver valuable insights and strategies to senior leadership. Responsibilities: • Manage and oversee the budgeting, forecasting, and long-term financial planning processes to support organizational goals. • Conduct in-depth variance analysis to identify trends and provide actionable recommendations to senior management. • Develop and maintain financial models to evaluate private equity investments and other strategic initiatives. • Prepare and present detailed financial reports and performance data to executives and stakeholders. • Supervise cash flow forecasting and oversee processes related to letters of credit. • Ensure compliance with financial regulations and statutory requirements in all practices. • Utilize advanced Excel and other financial systems to optimize data analysis and reporting. • Collaborate with senior leadership to align financial strategies with business objectives. • Provide timely and accurate financial insights to support decision-making processes. • Lead presentations of financial projections and findings to stakeholders and senior executives.
2026-07-10T00:00:00Z

Financial Analyst/Manager

Wexford, PA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a skilled Financial Analyst/Manager to oversee and optimize pricing strategies. In this role, you will collaborate across departments to ensure pricing aligns with market trends, manufacturing costs, and customer needs, driving profitability and competitiveness. This position requires an analytical mindset and a strategic approach to manage margins and support long-term business objectives. Responsibilities:• Develop and implement pricing models and strategies.• Collaborate with Sales, Finance, Operations, and Procurement teams to ensure pricing reflects accurate costs and market conditions.• Conduct detailed analyses of cost structures, market trends, and capacity utilization to inform pricing decisions.• Establish and oversee discount guidelines and customer-specific pricing agreements.• Monitor and manage margin performance to ensure profitability while maintaining market competitiveness.• Provide disciplined and accurate quoting processes to support sales initiatives.• Evaluate and adjust pricing strategies based on raw material costs and manufacturing economics.• Contribute to the development of long-term commercial strategies in a cost-sensitive manufacturing environment.• Present financial insights and recommendations to senior management for decision-making.• Maintain detailed records and documentation related to pricing models and customer agreements.
2026-06-24T00:00:00Z

Financial Analyst/Manager

Carrollton, TX
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality. Responsibilities:• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.
2026-07-17T00:00:00Z