<p><strong><em>Senior Accountant & Treasury Analyst</em></strong></p><p><strong>Robert Half is partnering with a growing organization to identify a detail-oriented and highly analytical Senior Accountant & Treasury Analyst<em> </em></strong>to support a dynamic finance and accounting team. This is an exciting opportunity for a finance professional who thrives in a fast-paced environment and enjoys owning critical cash forecasting, payment planning, and intercompany cash movement processes.</p><p><br></p><p>In this role, you’ll play a key part in maintaining liquidity visibility, supporting reporting requirements, coordinating high-value payments, and partnering cross-functionally with accounting, operations, and accounts payable. If you are proactive, organized, and passionate about cash flow strategy and treasury operations, we’d love to connect with you. Based on general knowledge.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare monthly cash flow forecasts at both the operating-unit and consolidated portfolio level, reconciling forecasts against actual bank activity. Based on general knowledge.</li><li>Support month-end close by preparing statement of cash flows reporting for both operating-level and consolidated financial reporting. Based on general knowledge.</li><li>Monitor cash positions and proactively identify entities approaching minimum cash balances or covenant-related thresholds. Based on general knowledge.</li><li>Maintain a centralized tracker for large and non-routine payments, including debt service, insurance, property taxes, capital expenditures, and recurring fee obligations. Based on general knowledge.</li><li>Coordinate payment timing against projected cash availability to support strong liquidity management. Based on general knowledge.</li><li>Validate payment amounts and approvals with accounts payable and other internal stakeholders, while tracking payments through completion and maintaining a clear audit trail. Based on general knowledge.</li><li>Execute and monitor cash transfers across operating, reserve, sweep, and corporate accounts. Based on general knowledge.</li><li>Maintain intercompany funding schedules and support consolidated cash activity reporting. Based on general knowledge.</li><li>Track contributions and distributions by entity and prepare distribution recommendations based on available free cash flow. Based on general knowledge.</li><li>Reconcile contribution and distribution activity to general ledger equity accounts on a monthly basis. Based on general knowledge.</li><li>Assist the broader accounting team with reconciliations, close-cycle activities, and other accounting support as needed beyond core treasury responsibilities. Based on general knowledge.</li></ul><p><br></p>
<p>A Houston-based investment firm is seeking a <strong>Senior Treasury Accountant</strong> to join its accounting and finance team. This position combines <strong>treasury and accounting responsibilities</strong>, with a strong focus on cash activity, bank reconciliations, journal entries, and financial reporting and audit support.</p><p>The ideal candidate will have 3+ years of public accounting or treasury experience within a <strong>high-volume, multi-entity environment</strong>. </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and account for daily cash and treasury activity across <strong>100+ bank accounts</strong> and multiple legal entities.</li><li>Perform high-volume bank reconciliations and research and resolve reconciling items.</li><li>Record cash-related journal entries and ensure transactions are accurately reflected in the general ledger.</li><li>Monitor cash activity, transfers, deposits, disbursements, and other banking transactions.</li><li>Support month-end, quarter-end, and year-end close activities related to treasury and cash accounts.</li><li>Reconcile bank activity to the general ledger and investigate discrepancies.</li><li>Maintain accurate accounting records and supporting documentation across multiple entities.</li><li>Assist with financial reporting and analysis related to cash and treasury activity.</li><li>Provide schedules, reconciliations, and supporting documentation for internal and external audits.</li><li>Support internal controls and SOX compliance requirements.</li><li>Partner with accounting, finance, investment, and other internal teams to ensure accurate and timely processing of transactions.</li><li>Identify opportunities to improve treasury processes, reconciliations, controls, and reporting.</li></ul><p><br></p>
<p>Patricia Wesson with Robert Half is searching for a Financial Systems Analyst to support and improve financial systems operations for an education organization. This position plays a central role in helping teams use enterprise applications effectively by providing guidance, building reporting solutions, and strengthening day-to-day system performance. The role also partners with stakeholders across finance, payroll, human resources, and technology to enhance processes, maintain data reliability, and support informed business decisions. This is a fantastic opportunity for candidates with strong accounting acumen who are looking to make a pivot into a more technical role. </p><p><br></p><p>Responsibilities:</p><p>• Act as the lead functional resource for financial enterprise applications, assisting users across departments with troubleshooting, guidance, and clear process documentation.</p><p>• Administer system permissions, role assignments, and workflow settings to support secure access and efficient business operations.</p><p>• Produce reports, queries, dashboards, and data extracts that help leadership and staff evaluate performance and make informed decisions.</p><p>• Work with cross-functional teams to review current procedures, identify manual inefficiencies, and recommend automation or workflow improvements.</p><p>• Collaborate with internal technology teams and external software partners on upgrades, interfaces, testing activities, and rollout of new system capabilities.</p><p>• Coordinate and execute user acceptance testing for enhancements, integrations, and configuration changes to confirm reliability and data accuracy before release.</p><p>• Monitor connections between finance platforms and third-party applications, resolving issues that affect data flow, timeliness, or system stability.</p><p>• Maintain core financial system structures such as funds, accounts, organizational codes, project values, and related segments required for reporting and processing.</p><p>• Deliver training for new and existing employees on financial system processes and standard procedures to promote consistent adoption across the organization.</p><p>• Support budgeting, forecasting, financial analysis, and special projects, including oversight responsibilities when assigned.</p><p><br></p><p>Please reach out to Patricia Wesson with Robert Half to review this position. Job Order: 03600-0013501737</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>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Treasury & Banking Manager | Financial Institution | San Francisco; Hybrid Schedule</strong></p><p> </p><p>Join an <strong>independent, relationship-driven financial institution</strong> known for personalized service, community connection, and a collaborative culture. With a <strong>close-knit team and entrepreneurial environment</strong>, this is an opportunity to have visible impact and help shape the business without layers of bureaucracy.</p><p> </p><p>Lead key areas across <strong>treasury management, digital banking, and client solutions</strong> while partnering directly with relationship managers, clients, and internal teams. The role offers <strong>competitive compensation + bonus, strong benefits, retirement matching, generous PTO</strong>, and the opportunity to make a meaningful impact in a growing organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with <strong>clients and relationship managers</strong> to identify treasury and digital banking needs</li><li>Drive treasury management and digital banking <strong>sales and service initiatives</strong></li><li>Help shape product and business strategy</li><li>Evaluate offerings and identify opportunities for <strong>improvement and expansion</strong></li><li>Collaborate with product and customer support teams</li><li>Oversee day-to-day treasury and digital banking activities</li><li><strong>Lead, mentor, and develop</strong> a small team</li><li>Troubleshoot issues and develop practical client solutions</li><li>Drive <strong>process improvements and operational enhancements</strong></li><li>Serve as a key cross-functional partner across the organization</li><li>Adapt to changing business needs and <strong>wear multiple hats</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><em>The salary range for this position is $95,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Tax Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>The Senior Tax Analyst role will work closely with team members to support the company's tax life cycle which involves a wide range of responsibilities including accounting, compliance, forecasting, and regulatory reporting. This role will also involve technical analysis including research and drafting documentation.</p><p><br></p><p><strong>Job Description:</strong></p><p>· Support the interim and annual tax accounting process to ensure accurate and timely reporting for both income taxes and taxes other than income taxes (TOTIT). Responsibilities include preparing and documenting supporting calculations and tax accounting positions.</p><p>· Support the tax compliance function to ensure accurate and timely reporting. Responsibilities include preparing federal and state income tax calculations, income tax returns, extensions, estimated tax payments, and responding to notices from taxing authorities as well as researching and documenting income tax positions. Responsibilities also include preparing TOTIT return filings.</p><p>· Support the financial tax forecasting process to ensure accurate and timely reporting. Responsibilities include preparing projected income tax and TOTIT obligations as well as scenario modeling.</p><p>· Support the regulatory filing process to ensure accurate and timely reporting. Responsibilities include preparing rate case filings, regulatory deliverables, and responses to regulatory data requests. </p><p>· Independently research and conclude on various complex tax issues to determine the appropriate tax treatment and related reporting. Research includes preparing written memorandums and technical presentations.</p><p>· Proactively identify, drive, and implement process improvements that promote risk management, streamline activities, and enhance transparency in tax work streams. Participate in project planning and support special projects including the implementation of new technologies. Actively identify and pursue innovation opportunities.</p>
<p>We are looking for an Accounting Analyst to join our client's team in the Twin Cities, Minnesota, supporting accounting functions with a strong focus on cash activity, payment accuracy, and financial control. This role is well suited for someone who is comfortable working with banking transactions, reconciliations, and cross-functional communication while maintaining a high level of precision. The position also offers opportunities to strengthen team workflows and contribute to process improvements through special assignments.</p><p><br></p><p>Responsibilities:</p><p>• Review bank account activity each day to identify transactions, verify movement of funds, and support accurate financial records.</p><p>• Record incoming cash and match receipts to the correct outstanding invoices to keep account balances current and accurate.</p><p>• Track unapplied cash balances and collaborate with accounting and claims partners to resolve items and allocate funds promptly.</p><p>• Prepare and process outgoing payments by validating transaction details, releasing items within the system, and submitting files for bank approval.</p><p>• Help maintain client payment instructions across internal platforms and online banking tools to support secure and accurate disbursements.</p><p>• Complete bank reconciliations and investigate discrepancies to ensure account balances are fully supported.</p><p>• Perform daily reconciliations between financial systems and transaction activity to confirm completeness and accuracy.</p><p>• Contribute to additional assignments and process-focused projects that improve team efficiency and operational consistency.</p>
We are looking for an Accounting Analyst to join a real estate and property organization in Richardson, Texas on a contract basis with the potential for a permanent role. This position supports core accounting operations by managing financial transactions, maintaining accurate records, and helping ensure timely processing across payables, receivables, and billing activities. The ideal candidate brings strong attention to detail, sound analytical ability, and a practical understanding of day-to-day accounting workflows.<br><br>Responsibilities:<br>• Process vendor invoices, verify supporting documentation, and coordinate timely payment activities to maintain accurate accounts payable records.<br>• Manage customer invoicing and cash application tasks while monitoring outstanding balances and supporting accounts receivable follow-up efforts.<br>• Perform regular account reconciliations to identify discrepancies, research variances, and resolve issues in a timely manner.<br>• Support billing operations by preparing charges, reviewing transaction accuracy, and helping ensure invoices are issued correctly.<br>• Maintain organized financial records and update accounting data to support accurate reporting and audit readiness.<br>• Collaborate with internal teams to investigate transaction questions, clarify account activity, and improve day-to-day accounting accuracy.<br>• Assist with general accounting tasks, including journal-related support and routine review of financial activity across assigned accounts.
<p>We are seeking an detail-oriented Accounting Analyst to support core accounting operations, financial analysis, reconciliations, and reporting. This role will help ensure accurate financial data, support month-end close, analyze account activity, and assist with process improvements across the accounting function. Based on general knowledge.</p><p>Responsibilities</p><ul><li>Analyze financial data, account activity, and trends to support business decisions. Based on general knowledge.</li><li>Prepare account reconciliations, journal entries, and supporting schedules. Based on general knowledge.</li><li>Assist with month-end and year-end close processes. Based on general knowledge.</li><li>Review variances and investigate discrepancies in financial results. Based on general knowledge.</li><li>Support budgeting, forecasting, and financial reporting activities. Based on general knowledge.</li><li>Maintain accurate records and ensure compliance with accounting policies and internal controls. Based on general knowledge.</li><li>Partner with cross-functional teams to improve reporting and accounting processes. Based on general knowledge.</li></ul><p><br></p>
We are looking for an Accounting Analyst to support detailed financial review work for a Contract position based in Annapolis, Maryland. This role focuses on investigating reconciliation variances, analyzing transaction activity across multiple financial records, and producing clear documentation of findings. The ideal candidate brings strong accounting judgment, advanced Excel capability, and experience working through complex discrepancies in high-volume financial data.<br><br>Responsibilities:<br>• Conduct in-depth reconciliation reviews by comparing banking activity, account records, and case-level financial information to confirm accuracy and completeness.<br>• Investigate unmatched items and other financial variances, determine likely causes, and maintain thorough documentation of research outcomes.<br>• Perform transaction-level analysis to trace discrepancies across multiple sources and support issue resolution with clear supporting detail.<br>• Reconcile bank accounts and general ledger activity while identifying exceptions that require escalation or corrective action.<br>• Review accounts payable, accounts receivable, billing, and related accounting transactions to verify proper posting and alignment across records.<br>• Organize and summarize reconciliation results in spreadsheets and reports that support decision-making and audit readiness.<br>• Partner with internal stakeholders to clarify financial exceptions, resolve open items, and improve the accuracy of recorded data.
We are looking for an Accounting Analyst to join a healthcare organization in Grand Blanc, Michigan in a contract-to-permanent role. This position supports supply chain and financial operations by maintaining accurate contract, pricing, and item data while helping prevent disruptions across purchasing and invoice processes. The ideal candidate brings strong analytical ability, attention to detail, and experience working with vendors, internal stakeholders, and transactional systems in a fast-paced environment.<br><br>Responsibilities:<br>• Manage supply chain contract records by organizing documentation, maintaining electronic files, and entering pricing details with a strong emphasis on accuracy and data consistency.<br>• Identify and correct system-related issues promptly to reduce operational disruptions and support smooth purchasing and supply chain activity.<br>• Track contract terms, renewal timelines, and pricing exceptions, and alert leadership to concerns before they create downstream issues.<br>• Research pricing variances reported by order processing teams and update records using contract documentation and input from sourcing partners.<br>• Review invoice and purchase order discrepancies, determine root causes, and communicate clear resolution details to Accounts Payable.<br>• Partner with finance teams, business stakeholders, and vendors to reconcile transactions, resolve billing issues, and secure vendor credits when needed.<br>• Maintain item master data by updating vendor information, catalog details, pricing, packaging, units of measure, and product status changes.<br>• Support data audits and cleanup efforts across supply chain systems while helping end users improve their use of related tools and processes.<br>• Process distributor pricing updates and vendor price change notices to help ensure current and reliable pricing information across systems.<br>• Contribute to quality improvement initiatives by assisting with assessments, tracking results, and supporting action plans that strengthen departmental performance.
We are looking for an Accounting Analyst to support day-to-day financial operations for a Financial Services organization in San Ramon, California. This is a fully remote, Long-term Contract opportunity suited for someone who is comfortable managing transactional accounting tasks with accuracy and consistency. The role will focus on receivables, cash application, payables support, and routine financial processing while contributing to additional assignments as business needs arise.<br><br>Responsibilities:<br>• Review, prepare, and process accounts receivable transactions to maintain timely and accurate financial records.<br>• Apply cash receipts and reconcile incoming payments against customer accounts and supporting documentation.<br>• Support accounts payable activities, including handling invoices and assisting with payment-related processing.<br>• Generate, print, and organize recurring financial reports required for weekly accounting operations.<br>• Manage assigned service or accounting tickets and complete follow-up actions within established timelines.<br>• Perform account reconciliation activities to identify discrepancies and help maintain ledger accuracy.<br>• Complete billing-related tasks and assist with routine accounting functions across the team.<br>• Participate in training on company software platforms during the initial onboarding period and use those systems effectively in daily work.<br>• Contribute to special projects or ad hoc assignments as operational priorities evolve.
We are looking for an Accounting Analyst to join a collaborative team in Akron, Ohio in a contract-to-permanent capacity. This role will support pricing accuracy, rebate administration, financial analysis, and commercial reporting while partnering with product, finance, customer service, and other business functions. The position is well suited for someone who enjoys working with detailed data, improving controls, and contributing insights that influence pricing and profitability decisions.<br><br>Responsibilities:<br>• Maintain customer pricing records, formula-based pricing, spot pricing, and related master data to ensure approved commercial terms are entered accurately and on schedule.<br>• Support monthly forecasting activities by preparing pricing inputs and coordinating information for planning and review discussions.<br>• Respond to pricing questions from internal stakeholders, research discrepancies, and drive timely resolution of billing or price-related issues.<br>• Administer rebate and incentive programs by validating agreements, tracking accruals, assisting with settlements, and reconciling payouts with finance partners.<br>• Analyze margins, price realization, customer profitability, and rebate exposure to identify trends, risks, and opportunities for the business.<br>• Create reports and dashboards that provide clear visibility into pricing performance and support decision-making across commercial and product teams.<br>• Ensure pricing and rebate activities align with internal policies, approval requirements, documentation standards, and audit expectations.<br>• Collaborate with cross-functional teams including Product Management, Commercial, Finance, Customer Service, Supply Chain, Legal, and IT to support negotiations, program execution, and issue resolution.<br>• Identify process improvement opportunities that enhance data accuracy, strengthen controls, and reduce manual effort in pricing and rebate workflows.
<p>We are looking for an Accounting Analyst to support financial review and investigative accounting work for a contract position on-site in Seattle, Washington. This opportunity is ideal for someone who can examine complex financial records, organize large volumes of transaction data, and develop clear reporting for legal and financial matters. The role works closely with attorneys, trustees, and internal team members to help clarify account activity, resolve inconsistencies, and produce well-supported analyses.</p><p><br></p><p>Responsibilities:</p><p>• Examine bank, investment, and other financial records to identify patterns, irregularities, and key transaction details.</p><p>• Rebuild account activity by entering, sorting, and classifying financial transactions within Excel-based schedules and tracking files.</p><p>• Request and assess documentation from prior trustees, financial institutions, and other outside sources relevant to each engagement.</p><p>• Detect gaps in records, unresolved transactions, and inconsistencies across documentation, then highlight issues requiring follow-up.</p><p>• Perform account reconciliations and transaction-level reviews across multiple sources to verify accuracy and completeness.</p><p>• Prepare schedules, summaries, and investigative reporting that translate financial findings into clear, usable deliverables.</p><p>• Maintain organized workpapers and supporting documentation for litigation-related and forensic accounting assignments.</p><p>• Record time and monitor project activity accurately to align with client invoicing and engagement management needs.</p><p>• Partner with attorneys, trustees, and team members to support ongoing financial investigations and reporting objectives.</p><p>• Work on-site five days per week in Seattle, Washington to support collaboration and case-related deliverables.</p>
<p>We are looking for a Financial Data Analyst to support analytical and data-focused work. This Long-term Contract position is well suited for an early-career candidate or entry-level applicant who is eager to build hands-on experience interpreting financial information, organizing numeric data, and contributing to reporting accuracy. The ideal candidate brings a strong foundation in financial markets, advanced Excel capability, and the ability to evaluate unstructured information with precision in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Review financial data sets and transform raw numeric information into clear, usable analysis for business and reporting needs.</p><p>• Examine unstructured text and supporting records to identify relevant financial details, trends, and exceptions.</p><p>• Prepare spreadsheets, summaries, and data outputs using advanced Microsoft Excel functions to improve accuracy and efficiency.</p><p>• Enter, validate, and reconcile high-volume financial information while maintaining strong attention to detail.</p><p>• Use financial platforms and analytical tools to research, organize, and interpret market-related data.</p><p>• Support reporting activities by compiling findings, checking data integrity, and highlighting inconsistencies for follow-up.</p><p>• Collaborate with internal stakeholders to clarify data requirements and ensure timely delivery of financial analysis.</p><p>• Assist with process-related tasks tied to financial data workflows, including updates associated with system or operational changes when needed.</p>
We are looking for a Financial Analyst to support business decision-making through insightful reporting, forecasting, and financial evaluation in Philadelphia, Pennsylvania. This position will focus on interpreting performance trends, building reliable models, and delivering timely analysis that helps leaders understand results and plan effectively. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to translate complex financial information into clear recommendations.<br><br>Responsibilities:<br>• Develop financial models and analytical tools to assess performance, support planning activities, and guide strategic decisions.<br>• Prepare recurring and ad hoc analyses that explain business results, highlight key trends, and identify areas requiring further review.<br>• Compare actual results against budgets and forecasts, investigate variances, and summarize findings for management stakeholders.<br>• Create reports and dashboards that present financial data in a clear, organized, and decision-ready format.<br>• Partner with cross-functional teams to gather inputs, validate assumptions, and improve the accuracy of financial projections.<br>• Evaluate financial outcomes and operational drivers to provide recommendations that strengthen budgeting and forecasting processes.<br>• Support special projects by conducting targeted analysis and presenting actionable insights to leadership.<br>• Maintain accuracy and consistency across financial data, reports, and modeling assumptions, including work performed in Elite 3E where applicable.
<p>South Jersey client is looking to hire a Financial Analyst with proven experience utilizing business intelligence and data visualization tools. This role will consist of financial planning, performing ratio analysis, forecasting to support budgeting and planning processes, developing analytical methods, monitoring actual performance against budgeted figures and provide variance analysis, staying up to date on industry trends, economic conditions, and market developments that may impact the organization’s financial performance. The ideal Financial Analyst for this role must have strong analytical skills and proficiency in financial modeling and data analysis tools.</p><p><br></p><p>Major Responsibilities</p><p>· Provide financial analysis, forecasting and reporting </p><p>· Develop strategic initiatives</p><p>· Budgeting & Forecasting</p><p>· Maintain knowledge of regulations and policies</p><p>· Establish possible operational cost savings</p><p>· Prepare financial reports with key metrics</p><p>· Coordinate the annual budgeting process</p><p>· Establish financial trends and make recommendations</p><p>· Partner with supply chain/procurement teams as needed</p><p>· Ensure compliance with relevant financial regulations</p>
<p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
We are looking for an experienced Financial Analyst to support budgeting, forecasting, and finance operations for a Long-term Contract position based in California. This role focuses on bringing structure to departmental planning, improving budget-to-actual visibility, and partnering with business leaders to build a dependable monthly financial rhythm. The ideal candidate is someone who can step in quickly, work independently, and deliver practical solutions across multiple departments and cost centers.<br><br>Responsibilities:<br>• Lead the completion and refinement of departmental budgets, ensuring plans are accurate, organized, and ready for ongoing use.<br>• Develop forward-looking forecasts and budget-to-actual reporting that help leaders understand financial performance and key variances.<br>• Partner closely with department heads to create a repeatable monthly budgeting and forecasting process that supports informed decision-making.<br>• Use Sage X3 and Ramp to manage financial workflows, including expense coding, reconciliations, and coordination with general ledger activity.<br>• Analyze spending patterns across teams and cost centers, identifying trends, risks, and opportunities for improved financial control.<br>• Support payroll-to-general-ledger mapping and related reconciliations, including work involving Rippling or similar payroll platforms when needed.<br>• Prepare and maintain advanced Excel models to consolidate data, evaluate results, and present actionable financial insights.<br>• Contribute hands-on support across core accounting operations such as journal entries, month-end close activities, and balance sheet reconciliation as required.
<p>Robert Half is in search for a Financial Analyst for local ongoing opportunities. The Financial Analyst, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. For Immediate consideration please email your resume and call 626.463.2030 to schedule an interview. </p><p>Financial Modeling:</p><p>· Develop and maintain financial models to analyze and forecast company performance</p><p>· Use spreadsheet tools to create projections, scenario analyses, and sensitivity analyses.</p><p>Budgeting and Forecasting:</p><p>· Collaborate with various departments to create and manage budgets.</p><p>· Prepare financial forecasts, identifying trends and potential areas of concern or opportunity.</p><p>Financial Reporting:</p><p>· Generate and analyze financial reports, including income statements, balance sheets, and cash flow statements.</p><p>· Communicate financial results and trends to management and stakeholders.</p><p>Variance Analysis:</p><p>· Conduct variance analysis to compare actual financial performance against budgets and forecasts.</p><p>· Identify and investigate discrepancies, providing explanations for variances.</p><p>Decision Support:</p><p>· Provide decision support by analyzing financial data and making recommendations for strategic and operational decisions.</p><p>· Assess the financial impact of potential investments, projects, or business initiatives.</p><p>Market and Industry Analysis:</p><p>· Monitor economic and industry trends that may impact the organization's financial performance.</p><p>· Conduct market research and competitor analysis to inform strategic decision-making.</p><p> </p><p><br></p>
<p><strong>Core Responsibilities</strong></p><ul><li>Generate and run recurring financial reports</li><li>Create, maintain, and update reports</li><li>Perform report variations and modifications as needed</li><li>Support <strong>Cash P&L reporting</strong></li><li>Produce ad hoc financial reports and analysis</li><li>Follow established SOPs and reporting processes</li><li>Support internal finance reporting needs</li><li>Work primarily with finance stakeholders rather than cross-functional business partners</li></ul><p><strong>Tools & Systems</strong></p><ul><li>Google Sheets / Google Suite (primary tool)</li><li>TM1 / IBM Planning Analytics (approximately 50%)</li><li>Open to candidates with: </li><li>Anaplan</li><li>Adaptive Planning</li><li>Hyperion</li><li>Other financial planning/reporting systems</li></ul><p><br></p>
We are looking for a Financial Analyst to join a growing team in Valencia, California. In this role, you will help guide business decisions through planning, performance analysis, and insightful reporting while working closely with leaders across the organization. This position combines hands-on financial analysis with dashboard development and systems support, making it ideal for someone who enjoys both strategic thinking and process improvement.<br><br>Responsibilities:<br>• Lead support for company-wide budgeting, forecasting, and long-term financial planning activities.<br>• Evaluate business performance by reviewing profit and loss trends, revenue, costs, margins, and volume drivers, and explain results against plans and prior periods.<br>• Create and refine financial models used for projections, what-if analysis, and decision support for strategic initiatives.<br>• Collaborate with teams across operations, sales, and management to identify trends and prepare clear reporting materials with actionable recommendations.<br>• Contribute financial insight to capital investments, acquisition-related analysis, and other high-priority business projects.<br>• Develop and maintain dashboards and recurring reports using Excel, Power BI, and Alteryx, drawing from enterprise systems and centralized data sources.<br>• Improve reporting processes and data workflows by identifying issues, increasing automation, and partnering with Finance and IT to strengthen data accuracy and consistency.<br>• Work with external technology providers on system enhancements, integrations, upgrades, and issue resolution related to financial reporting tools.<br>• Act as an internal resource for FP&A reporting questions and maintain documentation that supports standardized processes and knowledge sharing.
<p>Our client is seeking a Financial Analyst to support Managed Care contracting and financial performance. This role analyzes payer contracts, network pricing, reimbursement, and performance data to ensure contract requirements are met and identify opportunities to improve revenue.</p><p><br></p><p>Responsibilities</p><ul><li>Analyze payer contracts, network pricing, reimbursement, and performance to identify trends and revenue opportunities.</li><li>Develop efficient reporting and data analysis to support contracting decisions.</li><li>Support contract negotiations, implementation, administration, and compliance.</li><li>Partner with Finance, RCM, Operations, and Credentialing to gather and analyze data.</li><li>Translate complex financial and contractual data into clear, actionable recommendations.</li><li>Identify opportunities to improve processes, workflows, and operational efficiency.</li><li>Manage multiple priorities while maintaining accuracy and meeting deadlines.</li></ul><p><br></p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>