<p>We are looking for a Senior Treasury Analyst to join our clients Treasury Team in the Twin Cities, Minnesota. This role is essential in managing liquidity, overseeing cash investments, and building strong banking relationships to ensure the security and optimization of assets. The ideal candidate will excel at forecasting, analyzing financial data, and collaborating across departments to support strategic treasury initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee liquidity management and ensure cash investments align with organizational goals.</p><p>• Collaborate with investment, tax, technology, and accounting teams to process private asset transactions and verify wire instructions.</p><p>• Partner with portfolio managers to position cash effectively for daily trading needs.</p><p>• Manage foreign exchange transactions across private and public asset portfolios, resolving settlement issues independently.</p><p>• Develop and maintain accurate cash forecasts for foundations and families, meeting operational and tax requirements.</p><p>• Optimize returns by managing money markets, CDs, and other financial instruments while prioritizing asset safety.</p><p>• Build and maintain relationships with domestic and international banking partners to ensure efficient account setups and transactions.</p><p>• Lead strategic treasury initiatives, driving process improvements and automation.</p><p>• Provide regular reporting and insights to senior leadership to support decision-making.</p>
We are looking for an experienced Treasury Analyst/Assistant Treasurer to join our team in Houston, Texas. In this role, you will be instrumental in managing financial resources, overseeing liquidity, and mitigating risks to support our operations within the energy sector. The ideal candidate will bring expertise in treasury management, financial analysis, and industry-specific knowledge to drive strategic financial decisions.<br><br>Responsibilities:<br>• Oversee daily cash management operations, including forecasting and optimizing cash flows.<br>• Manage banking relationships and ensure efficient fund transfers across accounts.<br>• Develop and implement strategies to mitigate financial risks, including foreign exchange and interest rate exposures.<br>• Execute and monitor hedging programs for commodities and financial instruments.<br>• Support capital market activities such as debt issuance and refinancing.<br>• Analyze the company’s capital structure and provide recommendations to enhance financial stability.<br>• Prepare detailed treasury reports for senior leadership and stakeholders.<br>• Conduct financial modeling and analysis to inform strategic business decisions.<br>• Ensure compliance with regulatory requirements and internal policies related to treasury operations.
<p>Responsibilities:</p><p>• Oversees cash flow positions, borrowing needs, and available funds for investment.</p><p>• Monitors and evaluates financial and operational performance of portfolio companies, identifying trends, risks, and opportunities.</p><p>• Supports budgeting, forecasting, and long-term financial planning with business leadership.</p><p>• Partners with management teams to track KPIs and operational initiatives, ensuring alignment with value-creation plans.</p><p>• Develops standardized reporting packages, dashboards, and analysis for internal stakeholders and investors.</p><p>• Conducts benchmarking, and scenario modeling to assess business performance and strategic outlook for current or new acquisitions.</p><p>• Reviews monthly investment data on tribal investment funds and complete quarterly performance reports.</p><p>• Prepares internal, external, and Fund Committee meeting materials.</p><p>• Monitors treasury/bank accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers.</p><p>• Evaluates enterprise contracts for financial terms and conditions.</p><p>• Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness.</p><p>• Serves as a point of contact for audit activities, tax filings, and compliance documentation.</p><p>• Provides detailed analysis related to real estate finance, including asset performance and reporting.</p><p>• Work on special projects as assigned.</p><p>• Upholds a work environment that promotes teamwork, partnership, recognition, mutual respect, and collaboration, while role modeling the company values, behaviors, and culture of </p><p>• Performs other duties as assigned.</p><p>Qualifications:</p><p>• Bachelor’s degree in accounting or finance.</p><p>• Certified Public Accountant required</p><p>• Seven years of progressive finance/accounting experience, preferably in a manufacturing setting.</p><p>• Extensive experience in financial reporting, accounting principles, and internal controls.</p><p>• Familiarity with manufacturing, property accounting, or real estate industries highly preferred.</p><p>• Strong financial modeling, valuation, and data visualization skills.</p><p>• Skilled in ERP and financial systems (e.g., NetSuite, Oracle, Cognos, Anaplan, Power BI).</p><p>• Advanced proficiency in computers, including Microsoft Office, email, and Internet.</p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
We are looking for a skilled Financial Analyst/Manager to join our team in Portland, Maine. In this role, you will oversee critical financial operations, guide a talented team, and provide insightful analysis to support strategic decision-making. This position offers the opportunity to drive improvements in financial systems and workflows while ensuring compliance with established policies.<br><br>Responsibilities:<br>• Manage daily accounting operations, including accounts payable, accounts receivable, billing, cash receipts, and month-end/year-end closing activities.<br>• Lead and supervise a team of four finance professionals, fostering a collaborative and high-performing environment.<br>• Ensure the accuracy and timeliness of financial reports and reconciliations, maintaining high standards of quality.<br>• Evaluate and enhance financial systems, workflows, and reporting processes to optimize efficiency and accuracy.<br>• Develop, implement, and uphold accounting policies, procedures, and internal controls aligned with organizational standards.<br>• Provide comprehensive financial analysis and insights to support both tactical and strategic decisions for senior leadership.<br>• Act as the primary custodian of organizational funds, ensuring the integrity of all financial transactions.<br>• Mentor and train team members, promoting a culture of continuous improvement and accountability.<br>• Oversee the effective use of the firm’s 3E financial and time/billing system, identifying and recommending enhancements as needed.<br>• Collaborate with the Director of Finance on budgeting, forecasting, and special financial projects.
We are looking for an experienced Financial Analyst/Manager to lead key financial planning and analysis activities for our organization. This role requires a strategic thinker with a strong background in financial modeling and a proven track record of managing budgets and variance analysis. Based in Houston, Texas, this is a great opportunity to contribute to high-impact financial decisions.<br><br>Responsibilities:<br>• Develop and implement comprehensive financial models to support strategic decision-making.<br>• Oversee the preparation and management of annual budgets, ensuring alignment with organizational goals.<br>• Conduct detailed variance analysis to identify trends, risks, and opportunities.<br>• Collaborate with cross-functional teams to streamline and enhance budgeting processes.<br>• Provide accurate financial forecasts and reports to guide executive decision-making.<br>• Analyze financial performance and recommend actionable strategies for improvement.<br>• Ensure compliance with financial regulations and internal policies.<br>• Lead initiatives to improve financial processes and tools, driving efficiency and accuracy.<br>• Mentor and guide less experienced financial team members to enhance overall team capability.
<p>We are looking for a skilled Financial Analyst/Manager to join our team in White Plains, New York. In this role, you will play a pivotal part in analyzing financial data, preparing budgets, and providing strategic insights to support organizational growth. The ideal candidate will have a strong background in financial modeling, analysis, and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage budgets for various departments, ensuring alignment with cost trends and projected revenues.</p><p>• Analyze key financial performance indicators and prepare comprehensive reports to guide senior management in decision-making.</p><p>• Oversee the adoption and optimization of financial software tools to streamline accounting and reporting processes.</p><p>• Utilize data analytics tools to enhance financial forecasting and support operational improvements.</p><p>• Prepare and review financial statements and reports for internal stakeholders and external regulatory compliance.</p><p>• Assess operational costs, capital expenditures, and revenue streams to identify opportunities for optimization.</p><p>• Monitor billing, collections, and claims processes to improve revenue flow and address inefficiencies.</p><p>• Collaborate with billing teams to enhance cash flow management and minimize delays.</p><p>• Provide financial guidance to executive leadership during strategic planning and decision-making sessions.</p><p>• Evaluate financial implications of potential partnerships, expansions, and acquisitions.</p>
<p>We are looking for a skilled Treasury Analyst to join our team on a contract-to-hire basis in Dallas, Texas. In this role, you will play a key part in ensuring accurate cash reconciliations, maintaining financial integrity, and supporting month-end closing activities. This is a contract-to-hire position. Perm salary target range is $80-90K annually. Hybrid work schedule: Wednesday & Thursday in office in downtown Dallas, TX.</p><p><br></p><p><strong><u>Contract-to-Hire Treasury Analyst:</u></strong></p><p>Responsibilities:</p><p>• Perform monthly reconciliations of assigned cash general ledger accounts, ensuring accuracy and precision.</p><p>• Investigate and resolve discrepancies between bank statements and general ledger entries promptly.</p><p>• Collaborate with the Accounts Receivable, Accounts Payable, and Treasury teams to ensure smooth cash management processes.</p><p>• Support external audit requests by researching and uploading necessary documentation to the designated extranet.</p><p>• Assist in the month-end closing process by preparing and reviewing relevant financial data.</p><p>• Deliver exceptional customer service to both internal and external stakeholders.</p><p>• Maintain detailed records of cash movements and variances for audit and reporting purposes.</p><p>• Utilize advanced Excel functions and formulas to analyze financial data and prepare reports.</p><p>• Partner with team members to identify process improvements and enhance operational efficiency.</p>
<p>The Director of Cost Analysis is responsible for overseeing the organization's financial management with a strong emphasis on cost containment. This role involves developing and executing cost control strategies, tracking expenditures, analyzing financial data, identifying opportunities for improvement, and collaborating across departments to drive efficient operations. The Director plays a key role in enhancing financial performance and boosting overall profitability.</p><p>Key Responsibilities</p><p>• Establish and prioritize strategic initiatives focused on cost efficiency by designing roadmaps and actionable plans; provide guidance on opportunities to reduce costs or increase revenues.</p><p>• Facilitate cross-functional workshops, design thinking, and ideation sessions to uncover operational expense (OPEX) savings and revenue growth opportunities across commercial, operations, equipment, and other departments.</p><p>• Conduct in-depth studies, operational forecasting, and financial modeling, complemented by research and site visits to terminals and depots to support optimization recommendations.</p><p>• Maintain and develop a pipeline of projects aligned with the AGILITY program aimed at achieving unit cost reductions and additional revenue generation.</p><p>• Champion the adoption of best practices for optimization across different areas and regions.</p><p>• Continuously evaluate and challenge existing proposals to drive further improvements.</p><p>• Perform miscellaneous related duties and special projects as assigned.</p><p>Qualifications & Skills</p><p>• Experience or involvement in shipping, logistics, or supply chain projects preferred.</p><p>• Training or practical knowledge in design thinking, collaborative leadership, and business innovation.</p><p>• Proficiency in business analytics, change management, and leading cross-functional initiatives.</p><p>• Familiarity with Lean Six Sigma or similar process improvement methodologies preferred.</p><p>• Advanced proficiency in Microsoft Office and data visualization tools.</p><p>• Excellent oral and written communication skills, including strong presentation capabilities.</p><p>• Exceptional analytical and problem-solving skills.</p><p>• Ability to work both independently and collaboratively within teams.</p><p>• Strong sense of accountability and focus on delivering results.</p><p>• Skilled in prioritizing and managing multiple tasks simultaneously.</p><p>Education</p><p>• Required: Bachelor’s degree (BA) from an accredited institution.</p><p>• Preferred: Master’s degree or MBA in logistics, supply chain, industrial engineering, or a related field.</p><p>Experience</p><p>5 to 10 years of relevant professional experience</p>
We are looking for a skilled Financial Analyst/Manager to lead and optimize financial planning and analysis efforts within our organization. This role requires a strategic thinker who can deliver actionable insights, drive financial performance, and support decision-making at the executive level. Based in Stamford, Connecticut, the position offers an exciting opportunity to shape the financial strategies of a dynamic team.<br><br>Responsibilities:<br>• Oversee the budgeting, forecasting, and planning processes to ensure alignment with organizational goals and strategic objectives.<br>• Build and maintain detailed financial models to support capital planning, profitability assessments, and long-term growth strategies.<br>• Analyze financial data and trends, providing senior management with insights and recommendations to drive informed decision-making.<br>• Collaborate with various business units to design tailored budgets, forecasts, and performance metrics that meet their operational requirements.<br>• Prepare and present accurate financial reports, including variance analyses and risk/opportunity assessments, for executive stakeholders.<br>• Conduct financial due diligence and scenario modeling to support strategic initiatives such as mergers, acquisitions, or process improvements.<br>• Serve as a trusted advisor to leadership by delivering financial insights that guide business strategies and priorities.<br>• Lead, mentor, and develop a high-performing FP& A team, fostering innovation and a culture of continuous improvement.
We are looking for a Treasury Analyst/Assistant Treasurer to join our team in Minneapolis, Minnesota. In this role, you will oversee critical cash management processes, investment operations, and compliance activities while contributing to risk management and organizational projects. This position offers an opportunity to leverage your treasury expertise in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Monitor and assess daily cash activity across all bank accounts, ensuring accurate tracking and analysis.<br>• Execute daily cash transfers and maintain precise cash flow forecasting to optimize liquidity.<br>• Prepare and distribute investment operations reports, ensuring timely and accurate trade settlements.<br>• Lead global document processing related to investment transactions and oversee the payment of investment manager fees and capital calls.<br>• Draft and send Letters of Direction to custodians while supporting compliance reporting for investments.<br>• Collaborate on cross-functional projects as a subject matter expert, contributing to treasury initiatives.<br>• Provide backup assistance for accounts payable processing and approvals on a weekly basis.<br>• Uphold risk management standards by adhering to governance policies and internal control practices.<br>• Ensure compliance with enterprise risk management frameworks, regulatory requirements, and internal policies.
<p>We are offering an exciting opportunity for a Treasury Analyst in Houston, Texas. As a key member of our team, you will be responsible for a variety of treasury and accounting functions across our industry. Your work will be pivotal in maintaining financial stability and ensuring efficient operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Utilize your knowledge of Microsoft Excel and SAP S/4HANA to manage and analyze financial data.</p><p>• Handle all accounting functions with high accuracy and attention to detail.</p><p>• Conduct account reconciliation on a regular basis to ensure accuracy of financial records.</p><p>• Manage Accounts Receivable (AR) to ensure timely and accurate payment processing.</p><p>• Analyze Financial Statements to identify trends, anomalies, and opportunities for improvement.</p><p>• Carry out auditing tasks as required, ensuring compliance with financial regulations and standards.</p><p>• Act as a point of contact for financial inquiries, providing prompt and accurate responses.</p><p>• Monitor and manage customer accounts, taking appropriate action as needed.</p><p>• Maintain up-to-date knowledge of industry trends and developments to inform financial decision-making.</p><p>• Continuously strive for process improvement in all aspects of the treasury function.</p>
We are looking for an experienced Treasury Analyst/Assistant Treasurer to join our team in Minneapolis, Minnesota. In this role, you will be responsible for establishing and enhancing the treasury function within our organization. This position involves close collaboration with multiple departments and direct reporting to the Corporate Controller, offering a dynamic and impactful opportunity.<br><br>Responsibilities:<br>• Develop and implement a robust treasury function tailored to the organization's needs.<br>• Manage cash flow forecasting and ensure accurate and timely financial reporting.<br>• Collaborate with cross-functional teams across five or more departments to optimize treasury processes.<br>• Oversee global treasury activities, ensuring compliance with international standards and regulations.<br>• Provide strategic recommendations to improve liquidity management and financial efficiency.<br>• Work closely with the Corporate Controller to align treasury strategies with organizational goals.<br>• Monitor and assess financial risks, implementing strategies to mitigate potential challenges.<br>• Support corporate financial planning by delivering insights on cash management and investment opportunities.<br>• Establish processes and controls to ensure the security and efficiency of financial transactions.
<p>Newly available Treasury role! Our client, a well-established firm is looking to hire a Treasury Lead/Supervisor to join their team on a permanent basis to work under the Controller.</p><p>As the Treasury Lead/Supervisor, you will be responsible for ensuring all cash management activities for the firm are managed in accordance with the firms policies as well be supporting month end close activities to include reconciliations, research and prepare the financial reporting package to present to the Controller.</p><p>This role will be responsible for supervising some staff so some indirect and or direct supervisory responsibilities are required.</p><p><br></p><p>To be considered, the ideal candidate will have the following,</p><p><br></p><p>Degree in Accounting, Finance or Economics </p><p>Have 3+ years of Treasury Experience out of a financial services oriented organization.</p><p>Must have ACH processing experience and cash management experience</p><p>Must have or be pursuing – NACHA Certification </p><p><br></p><p>For more information on this role or other opportunities we are working on please feel free to contact me directly.</p>
<p>We are looking for a treasury specialist to join our team located in Secaucus, NJ on a contract basis. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Reconcile company bank accounts and prepare daily cash flow forecasts to support effective financial management.</li><li>Generate, review, and distribute weekly cash flow and liquidity reports to relevant stakeholders.</li><li>Act as the primary point of contact for banking matters, providing guidance on operational issues and escalating unresolved concerns as needed.</li><li>Prepare and record monthly journal entries to ensure accuracy in financial reporting.</li><li>Oversee and process banking transactions using JPM Access and other financial tools.</li><li>Serve as the administrator for corporate banking and credit card platforms, managing access and ensuring platform security.</li><li>Prepare Borrowing Base Certificates and other credit-related financial documents.</li><li>Compile and submit reports to ensure compliance with lending agreements and regulatory requirements.</li><li>Review monthly bank account analysis fees, validate charges, and address discrepancies in collaboration with bank representatives.</li><li>Monitor store deposit activities daily, identifying and resolving any issues as they arise.</li><li>Assist with audits by preparing and organizing requested treasury-related documentation.</li><li>Collaborate on the development and ongoing maintenance of the treasury budget and related financial plans.</li><li>Support department initiatives and contribute to special projects that enhance treasury operations and support business growth.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor's degree in Finance, Accounting, Economics, or a related field.</li><li>At least 5 years of experience in treasury management, corporate finance, or a similar role, with prior supervisory or leadership experience preferred.</li><li>Strong understanding of bank reconciliations, cash flow planning, and financial compliance standards.</li><li>Hands-on experience with financial systems such as NetSuite and online banking platforms (e.g., JPM Access).</li><li>Exceptional organizational skills with strong attention to detail and a results-driven approach.</li><li>Excellent communication and interpersonal skills, with a proven ability to build and maintain relationships with financial institutions and internal stakeholders.</li><li>Experience working with lenders or preparing compliance-related documentation is a plus.</li></ul><p><br></p>
<p>Our client, in an exciting industry, is in need for a Financial Analyst to join their team on a long contract basis! Though it would be at least 6 months long, the role has potential to go permanent after that timeframe for the right match, and also may continue extending. This is a long-term contract position that offers the opportunity to apply your expertise in financial management to high-impact projects and programs. If you excel in problem-solving, have a growth mindset, and thrive in a collaborative environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and support financial controls for portfolios governed by earned-value management principles.</p><p>• Independently manage and analyze resource forecasts and Estimates at Completion (EACs) for budgets, control accounts, and programs.</p><p>• Develop, review, and present performance reports to senior management, offering insights into financial and operational outcomes.</p><p>• Conduct variance analyses to evaluate financial performance and provide actionable recommendations to improve results.</p><p>• Lead the creation of cost and schedule performance measurement baselines, including earned value and variance analyses.</p><p>• Provide strategic financial guidance to senior management, leveraging extensive experience to improve profitability and shareholder value.</p><p>• Analyze and present business cases using appropriate indices to drive decision-making and optimize financial outcomes.</p><p>• Collaborate on defining requirements and deploying systems, tools, and processes to enhance business and resource planning capabilities.</p>
We are looking for a highly skilled Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will provide critical support for business applications, ensuring efficient troubleshooting, training, and documentation processes. The ideal candidate will have a proven ability to work independently, prioritize tasks, and resolve complex issues while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Troubleshoot and resolve issues related to business applications, ensuring minimal disruption to operations.<br>• Provide guidance and training to end-users on system usage and best practices.<br>• Develop and maintain comprehensive documentation for business applications and processes.<br>• Act as the primary functional owner for designated applications or modules, overseeing their efficient operation.<br>• Investigate and address user requests with a focus on timely resolution and escalation when necessary.<br>• Collaborate with teams to meet service level agreements and enhance system performance.<br>• Lead projects aimed at resolving complex technical challenges and implementing system improvements.<br>• Expand responsibilities to include additional functional areas and applications as expertise grows.<br>• Analyze data to support financial decision-making and improve operational efficiency.<br>• Ensure compliance with financial regulations and standards through auditing and reporting.
<p><em>The salary for this position is $170,000 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>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>• Lead monthly and quarterly financial reporting and analysis, including variance and profitability analysis, and produce comprehensive management and board reporting packages. Present written analysis to articulate key drivers, trends, and insights.</p><p>• Develop and maintain annual budget and rolling forecast models, ensuring alignment with operational and financial goals. Regularly track and assess project performance and communicate results effectively to key stakeholders, including senior leadership and the Board of Directors.</p><p>Operational Performance & Metrics Analysis:</p><p>• Conduct detailed analysis of operational drivers that impact company margin, including sales, contribution margins, operational expenses (OPEX), and delivery metrics (e.g., service tickets, labor hours, project timelines).</p><p>• Provide root cause analysis and present findings and actionable insights to leadership to drive business improvements.</p><p>Process Improvement & System Integration:</p><p>• Lead the design, implementation, and optimization of financial planning processes, systems, and tools, including business intelligence solutions.</p><p>• Take a proactive role in leading process improvement initiatives and system enhancements, including the integration of any new forecasting tools into the business operations.</p><p>Strategic Financial Modeling & Cross-Functional Collaboration:</p><p>• Develop financial models to support strategic initiatives, including customer pricing, labor staffing, and cost optimization.</p><p>• Work closely with cross-functional teams across operations, sales, and leadership to ensure financial insights are integrated into business strategies and build strong working relationships with stakeholders to foster a collaborative environment.</p><p>Team Leadership & Development </p><p>• Lead and mentor 1 Financial Analyst, providing training on financial reporting and analysis while fostering a collaborative team environment.</p><p>• Provide hands-on leadership to promote continuous learning and deepen financial acumen.</p><p>• Balance day-to-day execution with leadership responsibilities, ensuring the Analyst's success while maintaining your own individual deliverables. </p>
<p><strong>FP& A ANALYST/MANAGER - Well-Established and Stable Manufacturer in Atlanta</strong></p><p>Our client is seeking a skilled <strong>FP& A Analyst/Manager</strong> to serve as a strategic business partner and problem solver, supporting budgeting, forecasting, financial modeling, and strategic analysis to enable data-driven decision-making across the organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Consolidate and analyze financial data, including budgets and income statement forecasts.</li><li>Develop financial models and conduct benchmarking and process analytics.</li><li>Track financial performance by comparing actual results against forecasts.</li><li>Analyze and optimize financial processes to improve efficiency and accuracy.</li><li>Prepare monthly reports featuring key metrics, financial results, and variance analysis.</li><li>Lead the annual and quarterly budgeting and forecasting processes.</li><li>Collaborate with operations to review variances, understand cost drivers, and identify cost-saving opportunities.</li><li>Drive continuous improvement in operational metrics and financial drivers to ensure accurate profitability analysis and informed tactical decisions.</li><li>Provide insightful analysis and actionable recommendations to leadership for strategic operational planning.</li><li>Implement best practices and innovative solutions to enhance financial operations.</li><li>Build strong partnerships with managers across departments to identify needs and deliver comprehensive business solutions.</li><li>Identify risks and opportunities and proactively recommend corrective actions.</li><li>Evaluate financial and operational KPIs to monitor business performance.</li></ul><p><br></p>
<p>Boutique tax services company is seeking a Tax Analyst / Manager to join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting services to other tax prep businesses; teaching best practices on tax compliance, research, content development and training; and other special projects as assigned. This is a remote work opportunity.</p><p><br></p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>We are looking for a detail-oriented and motivated Treasury Analyst to join our fast-growing client in Indianapolis, Indiana. In this role, you will play a vital part in supporting the financial operations, ensuring effective cash management and maintaining accurate banking systems. This position offers an excellent opportunity to work collaboratively across departments while contributing to the success of our treasury functions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the accuracy and security of cash transactions, including monitoring wire transfers.</p><p>• Maintain and ensure proper management of company bank accounts and related systems.</p><p>• Monitor daily cash positions and assist in evaluating liquidity needs.</p><p>• Manage relationships with merchant card providers, including access rights, reporting, and dispute resolution.</p><p>• Support the company's cash forecasting process in collaboration with the FP& A team.</p><p>• Administer company card programs, including tracking activity, fraud prevention, and providing monthly closing data for accounting.</p><p>• Control the issuance and renewal of company credit cards while implementing operational policies.</p><p>• Review and process employee expense reports, verifying costs against provided receipts.</p><p>• Provide training and guidance to employees on company expense policies and procedures.</p><p>• Participate in various treasury-related projects to enhance departmental efficiency and compliance.</p>
<p>We are offering an exciting opportunity for a Sr. Financial Analyst in Memphis, Tennessee. As a Sr. Financial Analyst, you will play a crucial role in supporting our financial operations, managing liquidity, and aiding in budgetary planning and cost control measures. </p><p><br></p><p>Responsibilities:</p><p>• Accurately process and analyze customer credit applications.</p><p>• Maintain precise and up-to-date customer credit records.</p><p>• Resolve customer inquiries promptly and professionally.</p><p>• Monitor customer accounts and take appropriate action based on account status.</p><p>• Manage daily cash positions, forecasting cash flow requirements, and ensuring the operational needs are met efficiently.</p><p>• Review and recommend investment opportunities to enhance the portfolio and return on investments.</p><p>• Identify, assess, and develop strategies to mitigate financial risks related to interest rates, foreign exchange, and other market variables.</p><p>• Ensure compliance with regulatory requirements and internal policies regarding treasury operations.</p><p>• Create detailed reports on cash flow, liquidity, and investment performance for review by senior management.</p><p>• Aid in the development of annual budgets, including data gathering, forecasting, and coordination with various departments.</p><p>• Analyze costs associated with bank operations, identify cost-saving opportunities, and recommend efficiency-enhancing improvements.</p><p>• Develop and maintain financial models to support budgetary decisions and strategic planning.</p><p>• Track and analyze financial performance against budgetary targets, providing variance analysis and insights to management.</p><p>• Prepare regular financial reports and presentations related to cost and budget performance for management review.</p>
We are looking for an experienced Treasury Manager to oversee and optimize financial operations for our organization. This long-term contract position is based in Chicago, Illinois, and offers an excellent opportunity for a skilled individual to manage treasury activities on a global scale. The ideal candidate will bring expertise in cash management, treasury operations, and corporate financial strategies.<br><br>Responsibilities:<br>• Manage day-to-day treasury operations, including cash flow analysis and forecasting.<br>• Implement effective cash management strategies to ensure optimal liquidity and financial efficiency.<br>• Oversee global treasury functions, coordinating activities across multiple regions.<br>• Develop and maintain relationships with banking and financial partners to support organizational goals.<br>• Monitor and mitigate financial risks, including foreign exchange exposure and interest rate fluctuations.<br>• Ensure compliance with regulatory requirements and internal policies related to treasury activities.<br>• Prepare detailed financial reports and provide insights to senior leadership for strategic decision-making.<br>• Support the implementation of tools and systems to streamline treasury operations.<br>• Collaborate with cross-functional teams to align treasury goals with broader organizational objectives.
<p><strong>Job Title: </strong>Financial Planning & Analysis Manager</p><p><strong>Location:</strong> Hartford, CT | Hybrid </p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013283855</p><p><br></p><p>A leading boutique professional services firm is seeking a <strong>Financial Planning & Analysis Manager</strong> to join its growing finance team. This newly created role reports to the CFO and will drive firm-wide budgeting, forecasting, and pricing initiatives, with a focus on profitability and strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client and matter-level pricing strategy to improve profitability</li><li>Manage budgeting, forecasting, and financial planning processes</li><li>Prepare financial models, profitability analyses, and ad-hoc reports for leadership</li><li>Implement reporting tools and enhance financial data analysis capabilities</li><li>Supervise and mentor a Senior Financial Planning Analyst</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>Prior experience in FP& A and pricing within a professional services environment required</li><li>Proficiency with billing/ERP systems </li><li>Advanced Excel skills; SQL experience a plus</li><li>Strong analytical, communication, and leadership skills</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Targeting $130K–$160K DOE + bonus</li><li>Hybrid schedule: 3 days in-office, 2 remote</li><li>Competitive benefits including medical, dental, vision, 401(k) with contributions, paid time off, insurance, and wellness perks</li></ul><p><strong>Why Apply?</strong></p><p> This is a high-visibility opportunity to shape the financial strategy of a growing, people-focused firm that values collaboration, career growth, and work-life balance.</p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013283855.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
