<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
<p>As a Client Solutions Manager, your responsibilities will include:</p><ul><li>Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven technology and/or recruiting background. Market via video, telephone as well as conduct in-person and virtual meetings with C-level executives and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half’s presence in the local business community.</li><li>Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.</li><li>Meet and exceed weekly business development goals.</li></ul><p><br></p><p>Qualifications:</p><ul><li>Bachelor’s degree preferred.</li><li>2+ years of business-to-business development experience and/or working in a Marketing and Creative-related field is preferred.</li><li>Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.</li><li>A combination of business development and account management skills are required.</li><li>Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency.</li><li>Must have a proven track record of success and be a competitive and self-motivated individual.</li></ul><p><br></p><p>If you are seeking a rewarding career in a challenging and dynamic environment, we invite you to apply today!</p><p><br></p><p>Top Reasons to Work for Robert Half:</p><ul><li>EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER – For more than 70 years our history of success and strong client relationships have provided a level of stability few companies can match.</li><li>PERFORMANCE = REWARD – We offer exceptional earning potential and a competitive benefits package, including a base salary and monthly performance-based bonuses, paid time off, group health, life and disability insurance, and retirement savings plans.</li><li>UPWARD MOBILITY – With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.</li><li>TOOLS FOR SUCCESS – We provide world-class training, client relationship management tools and advanced technology to help you succeed.</li><li>RESPECTED WORLDWIDE – Robert Half has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world.</li></ul><p><br></p>
<p>Robert Half is hiring for a<strong> Client Solutions Manager </strong>for our Technology division in<strong> Davenport, Iowa.</strong></p><p><br></p><p>If you thrive on cold calling, prospecting, and winning new business, this role is built for you. As a <strong>Client Solutions Manager</strong>, you’ll grow your own client base by driving outreach, building relationships, and creating new opportunities from the ground up.</p><p>This is pure business development—no farming, no coasting. You’ll build, grow, and manage a pipeline through proactive outreach, cold calling, and strategic relationship building.</p><p><br></p><p>*** Technology experience preferred.</p><p>*** Base plus uncapped commission compensation structure!</p><p>*** This role is hybrid in Davenport, IA.</p><p><strong>*** Prior Sales experience required. </strong></p><p><br></p><p><strong>As a Client Solutions Manager, your responsibilities will include:</strong></p><ul><li>Business development: Develop and grow your own client base by marketing our services for contract talent solutions using your proven technology and/or recruiting background. Market via video, telephone as well as conduct in-person and virtual meetings with C-level executives and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half’s presence in the local business community.</li><li>Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.</li><li>Meet and exceed weekly business development goals.</li></ul>
We are looking for an experienced Recruiter to join our team on a contract basis in Oshkosh, Wisconsin. This role will focus on sourcing and hiring top talent while managing the recruitment process from start to finish. The position offers an opportunity to make an immediate impact and collaborate on key hiring initiatives.<br><br>Responsibilities:<br>• Coordinate and execute full-cycle recruitment processes, including sourcing, screening, interviewing, and onboarding candidates.<br>• Utilize applicant tracking systems and recruitment platforms to manage candidate pipelines and track progress.<br>• Develop and post job advertisements to attract candidates with relevant experience across various channels.<br>• Conduct interviews to assess candidates' skills and alignment with role requirements.<br>• Collaborate with hiring managers to understand staffing needs and provide strategic recruiting solutions.<br>• Build and maintain strong relationships with candidates to ensure a positive hiring experience.<br>• Identify and implement innovative sourcing strategies to expand talent pools.<br>• Prepare and organize materials needed for setting up interviews and recruitment activities.<br>• Review resumes and applications to select candidates with demonstrated experience.<br>• Maintain detailed documentation of recruitment activities and ensure compliance with company policies.
<p><strong>Now Hiring: Front Desk Rockstar / Office Assistant 🌟</strong></p><p> 📍 El Segundo | 🕗 Monday–Friday, 8:00 AM–5:00 PM | 💲$23/hour | 📅 Start Next Week – Through June (Long-Term Opportunity!)</p><p>Are you the kind of person who walks into a room and instantly lifts the energy? Do you love being around smart, motivated people and keeping things running smoothly? If you’re extremely social, bubbly, polished, and organized — we want to meet you!</p><p>Our client in El Segundo is looking for a dynamic Front Desk / Office Assistant to be the welcoming face and heartbeat of their office. This is an onsite role in a collaborative, high-energy environment with a fantastic team.</p><p>✨ What You’ll Be Doing:</p><ul><li>Greet guests and clients with warmth and professionalism</li><li>Manage front desk operations and incoming calls</li><li>Support daily office administrative tasks</li><li>Coordinate lunches (yes, lunch is provided on certain days 🙌)</li><li>Help keep the office organized, stocked, and running smoothly</li><li>Be the go-to person for creating a positive, welcoming vibe</li></ul><p> </p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is partnering with a <strong>rapidly growing biotech</strong> firm advancing diagnostic technologies. We’re seeking a curious, detail‑obsessed <strong>Staff Accountant</strong> who loves solving problems, improving processes, and collaborating across accounting, FP& A, and operations. This is a growth seat—ideal for someone who wants wider GL exposure, mentorship, and a clear path toward Senior Accountant.</p><p><br></p><p><strong>What You’ll Own</strong></p><ul><li>GL ownership for select entities/cost centers; prepare and post <strong>journal entries</strong> (prepaids, accruals, fixed assets, amortization)</li><li><strong>Balance sheet reconciliations</strong> (cash, AR, AP, inventory, accrued expenses); resolve reconciling items proactively</li><li>Assist with <strong>month‑end close</strong>: schedules, flux analysis, variance commentary, and timelines</li><li>Partner with FP& A on <strong>budget-to-actual</strong> analysis and cost center insights</li><li>Support <strong>inventory accounting</strong> and <strong>standard costing</strong> in partnership with operations and supply chain</li><li>Prepare audit-ready <strong>supporting schedules</strong>; assist with <strong>external audit</strong> and SOX-lite internal controls</li><li>Contribute to <strong>process improvements</strong>—documentation, close checklists, reconciliations, and automations</li><li>Cross-functional work with <strong>R& D, Clinical, and Commercial</strong> teams for purchasing and accrual accuracy</li></ul>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Senior Accounting Analyst </strong></p><p><br></p><p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a <strong>Senior Accounting Analyst</strong> to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment.</p><p><br></p><p>This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership.</p><p><br></p><p>My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and <strong>the opportunity to either work remote, hybrid or in office, your choice!</strong></p><p><br></p><p>For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Accounting Analyst will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.</p><p>The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly and periodic financial statements, supporting schedules, and analyses</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Complete monthly close procedures and record journal entries</li><li>Record investment valuations and asset acquisitions and dispositions</li><li>Accumulate and organize data to support tax estimates and returns</li><li>Lead annual budget preparation and perform budget-to-actual analyses</li><li>Perform regular and ad-hoc financial analysis and customized reporting</li><li>Assist with or lead special projects and management presentations</li><li>Recommend and implement process, reporting, and technology improvements</li><li>Interface with internal stakeholders and external advisors as needed</li></ul><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>Direct exposure to complex investments and financial structures</li><li>High level of ownership and autonomy</li><li>Stable, long-term environment with an employee-first culture</li><li>Opportunity to make meaningful process improvements</li><li>Strong work-life balance compared to traditional accounting roles</li></ul><p><br></p>
We are looking for an experienced Audit Senior to join our team in Dallas, Texas. This role involves overseeing audit engagements, ensuring compliance with firm and detail-oriented standards, and contributing to the development of entry-level staff. The ideal candidate will possess strong technical expertise and a proactive approach to managing complex audit tasks.<br><br>Responsibilities:<br>• Tackle complex audit sections with a focus on technical accuracy and adherence to detail-oriented standards.<br>• Identify and escalate technical issues to managers, principals, or partners as needed.<br>• Set client filing deadlines during the planning phase and ensure they are met.<br>• Plan and coordinate various phases of engagements, monitor budgets, and communicate progress to supervisors.<br>• Review working papers for completeness and accuracy, ensuring quality standards are upheld.<br>• Supervise and guide the workflow of entry-level accountants assigned to engagements.<br>• Conduct preliminary analytical procedures, draft engagement letters, and assess risk levels.<br>• Determine sampling requirements and select transactions for testing during audits.<br>• Mentor and train staff members, providing constructive feedback on their work.<br>• Prepare financial statements, audit reports, and management letters in line with firm standards.
<p>A great Robert Half client is seeking a Process Engineer to develop, refine, and optimize machining processes for precision aerospace components. This role will focus on improving process efficiency, maintaining quality standards, and supporting new product introductions in a high-tolerance environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and optimize CNC machining processes (milling, turning, grinding) for aerospace components</li><li>Select tooling, cutting parameters, and workholding solutions for tight-tolerance parts</li><li>Create and maintain process documentation and standardized work instructions</li><li>Support new product introduction (NPI) from prototype through full production</li><li>Conduct root cause analysis for dimensional, surface finish, and quality issues</li><li>Improve cycle times, reduce scrap, and increase overall machine utilization</li><li>Perform capability studies (Cp, Cpk) and apply statistical process control (SPC) methods</li><li>Ensure compliance with AS9100 and other aerospace quality standards</li><li>Collaborate with programming, quality, and production teams</li><li>Assist with capital equipment selection, implementation, and machine validation</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Purchasing Coordinator to join our team in Maple Grove, Minnesota. In this role, you will play a key part in managing procurement processes, maintaining inventory, and ensuring smooth shipping operations. This long-term contract position is ideal for someone with strong negotiation skills and a background in supply chain management.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with vendors and suppliers to secure critical and specialized materials essential to organizational operations.</p><p>• Negotiate contracts and select suppliers to optimize cost, quality, and inventory needs.</p><p>• Prepare shipping documentation, including international paperwork, and provide accurate freight quotes.</p><p>• Utilize ERP and MRP systems to streamline purchasing and shipping processes.</p><p>• Monitor inventory levels, calculate safety stock, and oversee cycle counting to ensure production requirements are met.</p><p>• Research and develop new supplier relationships while identifying cost-saving opportunities.</p><p>• Implement lean practices and continuous improvement initiatives to enhance operational efficiency.</p><p>• Support company policies and procedures to achieve organizational goals and ensure compliance.</p><p>• Participate in operational planning and contribute to setting metrics aligned with strategic objectives.</p><p>• Maintain detailed records and files related to purchasing and shipping activities.</p>
<p>About the job</p><p><br></p><p>My client, a well-established and growing real estate investment firm based in Austin, Texas, focused on acquiring, developing, and managing high-quality commercial Real Estate throughout Central Texas and select U.S. markets. Our firm partners with institutional and high-net-worth investors to deliver strong, risk-adjusted returns through disciplined investment strategies and operational excellence.</p><p><br></p><p>Position Overview</p><p>The Investor Relations Associate will support the firm’s capital raising, investor communications, and reporting efforts. This individual will serve as a key point of contact for existing and prospective investors while ensuring a best-in-class investor experience. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced real estate investment environment.</p><p><br></p><p>This role is ideal for someone with 1–2 years of experience in investor relations, real estate private equity, investment management, financial services, or a related field.</p><p><br></p><p>Key Responsibilities</p><p>Investor Communications & Relationship Management</p><ul><li>Serve as a primary point of contact for investor inquiries and requests</li><li>Maintain regular communication with investors regarding fund performance, capital calls, distributions, and updates</li><li>Assist in onboarding new investors and managing subscription documentation</li></ul><p>Reporting & Analytics</p><ul><li>Coordinate quarterly and annual reporting materials, including performance summaries and investor letters</li><li>Work closely with asset management, accounting, and finance teams to gather accurate reporting data</li><li>Maintain and update investor databases and CRM systems</li></ul><p>Capital Raising Support</p><ul><li>Assist in preparing investor presentations, pitch decks, and marketing materials</li><li>Support due diligence requests from prospective investors</li><li>Help coordinate investor meetings, webinars, and events</li></ul><p>Administrative & Compliance Support</p><ul><li>Track capital commitments, contributions, and distributions</li><li>Ensure compliance with internal policies and regulatory requirements</li><li>Maintain organized digital and physical records of investor documentation</li></ul><p>Compensation & Benefits</p><ul><li>Competitive base salary (commensurate with experience)</li><li>Performance-based bonus</li><li>Health, dental, and vision insurance</li><li>401(k) with company match</li><li>Professional development opportunities</li><li>Dynamic and collaborative team environment in Austin, TX</li></ul><p>Benefits found in job post</p><p>Vision insurance, 401(k)</p><p>bRequirements added by the job poster</p><p>• Bachelor's Degree</p><p>• 1+ years of work experience with Investor Relations</p>
<p>A mission‑driven nonprofit organization client in Oakland is seeking a hands-on <strong>Senior Accountant</strong> to support daily accounting operations with a strong emphasis on reconciliations, affordable housing and grant-related accounting. </p><p><br></p><p>This role is ideal for someone experienced in the nonprofit sector who is comfortable working independently, managing multiple priorities, and maintaining high attention to detail.</p><p><br></p><p><strong>Schedule:</strong> On-site, 5 days/week in Oakland California</p><p><strong>Hours:</strong> 40 hours/week</p><p><strong>Contract:</strong> 3–6 months (Contract-to-Hire)</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform<strong> reconciliations</strong> with a high degree of accuracy.</li><li>Support <strong>grant accounting</strong>, including tracking, reporting, and compliance with funding requirements.</li><li>Assist with <strong>property management-related accounting</strong>, including rent schedules and asset activity.</li><li>Handle select <strong>Accounts Payable</strong> functions as needed.</li><li>Prepare and maintain schedules, reports, and supporting documentation for month-end and year-end close.</li><li>Ensure compliance with nonprofit accounting standards and internal controls.</li><li>Collaborate with the CFO and internal teams to resolve discrepancies and streamline processes.</li></ul>
<p>We are looking for a highly skilled and detail-oriented Senior Accountant to join our team in Melville, New York. In this role, you will manage financial reporting and accounting functions for high-net-worth clients, ensuring accuracy and compliance. The ideal candidate is proactive, possesses strong attention to detail, has expertise in QuickBooks, and is committed to delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Manage and execute all accounting tasks to accurately report the financial position of select high-net-worth clients.</p><p>• Oversee the bill payment process, ensuring timely and accurate transactions.</p><p>• Handle accounts payable operations, including vendor management, invoice review, and preparing wire transfers for approval.</p><p>• Develop and maintain cash flow plans, including budgeting and forecasting, tailored to clients' financial needs.</p><p>• Prepare and meticulously review financial reports and analyses to ensure accuracy and timeliness.</p><p>• Conduct ad hoc financial analyses and complete special projects as required.</p><p>• Administer household payroll for clients, ensuring compliance and accuracy.</p><p>• Train and supervise entry-level staff to uphold high standards in maintaining financial records.</p><p>• Foster strong working relationships with internal service teams to streamline operations and communication.</p>
<p>We’re looking for an IT Support Specialist who brings strong technical capability, solid customer service, and a willingness to learn within a fast‑moving environment. This role supports end users across multiple sites, handles a wide range of hardware and software issues, and contributes to ongoing infrastructure upgrades. Shift- 8:00PM – 4:30AM </p><p><strong>Primary Responsibilities</strong></p><p>• Serve as a point of contact for end‑user issues and drive them to resolution</p><p>• Troubleshoot hardware, software, network, and operating system problems</p><p>• Partner with Senior Support Specialists when issues require deeper technical expertise</p><p>• Collaborate with peers and IT leadership to understand workflows and support needs</p><p>• Provide remote assistance through standard corporate tools</p><p>• Maintain clear ticket documentation, steps taken, and final outcomes</p><p>• Assist in creating and updating internal knowledge base content</p><p>• Coordinate with team members to resolve escalations efficiently</p><p>• Participate in on‑call coverage when needed</p><p>• Support additional IT initiatives, deployments, and project-related tasks</p><p><strong>Technical Focus</strong></p><p>• Re-image and prepare laptops</p><p>• Support a predominantly Windows 11 environment</p><p>• Handle AD/Entra ID changes, including account updates and permission management</p><p>• Provide basic support for select internal custom applications</p><p>• Assist with Office 365 account administration</p><p>• Replace and configure hardware as required</p><p><br></p><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>
We are looking for an experienced Inventory Clerk to join our team in Pewaukee, Wisconsin. This Contract to permanent position offers an exciting opportunity to oversee inventory control and logistics processes in a dynamic manufacturing environment. The role is ideal for a detail-oriented candidate with a strong background in managing inventory systems and supply chain logistics.<br><br>Responsibilities:<br>• Develop and implement comprehensive inventory control programs, including training initiatives across departments.<br>• Create internal processes and reporting systems to ensure inventory accuracy and transparency.<br>• Conduct root cause analyses to identify and resolve systemic inventory errors, driving improvements within the organization.<br>• Collaborate with accounting to manage inventory costs and reconcile monthly reports.<br>• Execute cycle counting plans and oversee year-end fiscal inventory processes to guarantee accurate reporting.<br>• Partner with quality assurance teams to manage inventory adjustments related to product holds and scrap.<br>• Coordinate with purchasing teams to negotiate stocking levels and optimize lead times, ensuring cost-effective solutions.<br>• Work with manufacturing teams to establish effective staging and organizational practices that enhance inventory accuracy.<br>• Oversee all aspects of freight negotiations, both international and domestic, to select optimal vendors and shipment methods.<br>• Monitor vendor delivery schedules, address delays, and implement corrective actions to maintain on-time delivery.
<p><em>The salary range for this position is $105,000-$110,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong>Primary Duties: </strong></p><p>· Prepare, review and coordinate SEC and FERC filings, including the preparation of consolidated balance sheets, income statements and statements of cash flows and drafting and compiling disclosures and supplemental information. Prepare and review supporting financial schedules for the 10-Qs and 10-K to ensure adequate disclosures. Maintain tie-out binders to support all filings.</p><p>· Interact regularly with various teams throughout the organization as well as external auditors to coordinate the timely preparation and completion of external financial filings. Work closely with team members to ensure reporting issues are being properly addressed and communicated to business units and management.</p><p>· Participate in the preparation of board presentations, investor presentations and the earnings release.</p><p>· Participate in the XBRL tagging process ensure that appropriate tags are being utilized.</p><p>· Assist with projects related to the optimization of reporting procedures and ensure compliance with Sarbanes-Oxley control requirements.</p><p>· Perform special projects requiring technical accounting research and analyses of financial information as needed.</p><p><br></p><p><strong>Job Description: </strong></p><p>· Perform day-to-day activities associated with the monthly financial statement close process.</p><p>· Ensure financial transactions are recorded accurately and timely.</p><p>· Proactively notify Principal, Manager or Director of any accounting/reporting issues or concerns.</p><p>· Work closely with other departments and Business Units regarding accounting activities.</p><p>· Work output has considerable impact on the work of other financial functions, reporting and decision making processes. Impact on earnings focuses on appropriate utilization / development of resources.</p><p>· Work with various parties, both within the Controllers Group as well as other areas of the company, to accomplish goals, resolve issues and enhance and improve processes. Contact with others requires tact and persuasiveness.</p><p>· Work is varied and somewhat difficult in nature, but usually involves limited responsibility. Requires moderate exercise of judgment, initiative, and ingenuity to select the most appropriate course of action.</p><p>· May participate in planning processes at project and departmental level.</p><p>· Work under minimal supervision.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support tax and estate planning projects, including data gathering and projections</li><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and coordinate team workflows</li><li>Manage key administrative tasks and keep deliverables on track</li><li>Conduct research and provide analytical support across the department</li><li>Serve as an initial point of contact for select requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client is a leader in their industry and seeing a QA Analyst with expertise in automotive finance, specifically QA with Mainframe experience to join our team in Southern California. In this long-term contract position, you will play a pivotal role in ensuring the accuracy, compliance, and performance of our mainframe-based Customer Account Servicing System. This position involves working on complex systems and requires a hands-on approach to manual testing, defect identification, and test process optimization.</p><p><br></p><p>Responsibilities:</p><p>• Validate updates and upgrades to the Customer Account Servicing System to ensure compliance and functionality.</p><p>• Analyze system bundles to classify changes as enhancements, corrections, or regulatory updates, and select appropriate testing methods.</p><p>• Develop and execute manual test scripts in Quality Center for batch processes, online components, and interface impacts.</p><p>• Perform production file comparisons by replaying data through batch processes and documenting output discrepancies.</p><p>• Plan and implement test enhancements for custom modules to ensure compatibility and stability.</p><p>• Collaborate with business stakeholders to review regulatory items and obtain necessary approvals.</p><p>• Maintain detailed documentation linking test scripts, defects, approvals, and results for audit readiness.</p><p>• Identify and report system defects, conduct root-cause analyses, and work with developers to resolve issues.</p><p>• Manage and organize test data, batch input files, and credentials for mainframe testing environments.</p><p>• Ensure adherence to change control practices and maintain traceability throughout the testing process.</p>
We are looking for an experienced Buyer to join a leading plastics manufacturing company in Auburn Hills, Michigan. In this long-term contract role, you will be responsible for managing procurement strategies, negotiating contracts, and ensuring optimal purchasing practices. This position offers an opportunity to contribute significantly to the company's supply chain efficiency and success.<br><br>Responsibilities:<br>• Negotiate pricing agreements with suppliers to ensure cost-effective procurement.<br>• Manage the RFQ process to evaluate and select vendors based on quality, cost, and reliability.<br>• Oversee strategic purchasing activities to align with organizational goals and project requirements.<br>• Utilize SAP or similar systems to track and manage procurement processes effectively.<br>• Develop and maintain strong relationships with suppliers to support long-term partnerships.<br>• Analyze market trends and pricing models to inform purchasing decisions.<br>• Ensure compliance with corporate procurement policies and procedures.<br>• Collaborate with cross-functional teams to support project timelines and objectives.<br>• Monitor and evaluate vendor performance to ensure adherence to contractual agreements.<br>• Prepare and review contract documentation, ensuring accuracy and completeness.
<p>We are looking for a skilled Technical Project Manager to lead product development initiatives from initial concept through launch. This role serves as the central connector between engineering, design, and business teams—ensuring clarity, alignment, and smooth execution throughout the full development cycle.</p><p><br></p><p><strong>Responsibilities</strong></p><p><br></p><ul><li>Define what the product must deliver and ensure requirements are clearly communicated across technical and non-technical teams.</li><li>Guide projects from early concept through final launch, ensuring products meet quality, performance, and timing expectations.</li><li>Translate complex technical challenges into clear direction for cross-functional partners while supporting select hands-on technical activities when needed.</li><li>Develop and maintain detailed project schedules, ensuring milestones stay on track with internal goals and retailer timelines.</li><li>Facilitate strong communication and alignment across global teams, providing ongoing visibility into project status, risks, and decision points.</li><li>Prepare and deliver project updates to senior stakeholders, including recommendations, trade-offs, and key risks.</li><li>Collaborate with engineering and project teams to ensure solutions meet both technical feasibility and business needs.</li><li>Work in a fast-paced environment that values flexibility, problem-solving, and cross-functional collaboration.</li></ul><p><br></p>
<p>We are helping our priority client who is looking for an experienced HR Director to oversee and enhance human resources operations across multiple sites for a large organization in Memphis, Tennessee. This role requires a strategic leader who can drive organizational development, ensure compliance, and implement effective HR policies. The ideal candidate will be adept at managing employee relations, recruitment, and benefits administration while fostering a positive and productive workplace environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute HR strategies that align with organizational goals and support business growth.</p><p>• Manage recruitment processes to attract, select, and retain top talent across multiple locations.</p><p>• Oversee benefits administration, ensuring employees have access to competitive and effective programs.</p><p>• Lead initiatives for organizational development, including workforce planning and employee engagement.</p><p>• Ensure compliance with employment laws and regulations, maintaining up-to-date HR policies and practices.</p><p>• Handle employee relations, addressing concerns and resolving conflicts to promote a harmonious work environment.</p><p>• Administer compensation and benefits programs, ensuring equity and competitive offerings.</p><p>• Provide guidance to leadership teams on HR best practices and strategic decision-making.</p><p>• Monitor HR metrics and analyze data to improve processes and drive efficiency.</p><p>• Train and mentor HR staff to enhance their skills and support their detail-oriented growth.</p>
