<p><strong>Financial Planning & Analysis Associate</strong></p><p> <strong>Norwalk, Connecticut</strong> (Hybrid – Primarily Remote)</p><p><br></p><p><strong>About the Role</strong></p><p>Our client is seeking a motivated <strong>Financial Planning & Analysis (FP& A) professional</strong> with 1–3 years of experience who’s eager to grow within a collaborative and supportive environment. This is an excellent opportunity for someone looking to expand their career in financial analysis and gain exposure to high-level corporate finance functions.</p><p><br></p><p><strong>Why You’ll Love It Here</strong></p><ul><li><strong>Career Growth:</strong> Junior-level role with strong advancement potential</li><li><strong>Supportive Team:</strong> Comprehensive training and mentorship</li><li><strong>Great Benefits:</strong> Medical, Dental, Vision, and 401(k) with company match</li><li><strong>Work-Life Balance:</strong> Primarily remote, with only <strong>3 days on-site</strong></li></ul><p><strong>What You’ll Do</strong></p><ul><li>Analyze monthly results by comparing actual performance vs. forecasts, prior periods, and key benchmarks</li><li>Prepare pricing summaries and ensure accurate, timely financial tracking</li><li>Develop monthly reports comparing budgeted vs. actual fixed operating expenses</li><li>Use <strong>Power BI</strong> dashboards for data visualization and enhanced reporting</li><li>Conduct ad hoc financial analyses to support strategic business decisions</li><li>Partner with cross-functional teams to forecast and project fixed operating expenses</li></ul><p><br></p><p><br></p>
<p>Great opportunity to get in on the ground level and reap the rewards of your work.</p><p>Publicly traded and well-funded, with incredible new leadership team with tremendous track record of taking companies from millions to billions!</p><p>The new leadership are incredible and excited to get the right team into company so they can make this another huge success & share it with the new hires. If you have a treasury background that includes the below key items send resumes immediately to Jennifer.Beilin@Roberthalf (dotcom) as interviews are already under way!</p><p> </p><p><strong>MUST HAVES: </strong></p><ul><li>Minimum Bachelor's Degree in Accounting, Finance, Economics or similar</li><li>You bring 7+ years of progressive experience in from prior <strong>banking industry</strong> with skillset: Liquidity Management, Banking, Risk Management, and leadership</li><li>Can be both hands on in day to day but have a Strategic mindset</li><li>You prefer opportunities that are fast-pace that leverage prior skillsets obtained throughout career</li><li>Mindset includes no job too small or too big to tackle</li></ul>
<p><em>We are seeking an experienced </em><strong><em>Director of Finance</em></strong><em> to lead financial strategy and operations at our New York office. This is a high-impact leadership role responsible for driving revenue planning, budgeting, and financial forecasting while implementing modern tools and streamlining processes. You’ll work closely with senior leadership and a global finance team to shape and execute the financial vision of the firm.</em></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead budgeting, revenue planning, and forecasting to align with business goals.</li><li>Develop and execute multi-year strategic financial plans.</li><li>Drive improvements in financial reporting to deliver clear, actionable insights.</li><li>Identify and implement process improvements and tech-driven solutions—including AI tools—to boost efficiency.</li><li>Partner with global counterparts to ensure cohesive financial strategy across regions.</li><li>Use Power BI and other analytics tools to support business transformation.</li><li>Build, lead, and mentor a high-performing finance team across locations.</li><li>Oversee cash flow management to ensure financial health and operational resilience.</li><li>Act as a strategic advisor to senior leadership on financial planning and execution.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Proven leadership experience in a senior finance role, ideally within a professional services environment.</li><li>Strong background in budgeting, forecasting, and long-term financial planning.</li><li>Hands-on experience with financial systems and analytics platforms (e.g., Power BI).</li><li>Track record of implementing process improvements and digital transformation initiatives.</li><li>Excellent communication and leadership skills, with the ability to influence across all levels.</li><li>Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus).</li></ul><p><strong>Work Environment:</strong></p><ul><li>Hybrid model: 3 days/week in-office in Manhattan.</li><li>Fast-paced, collaborative, and results-oriented culture.</li></ul><p><br></p>
<p>Robert Half Financial Services are currently recruiting for an ETF Portfolio Management Associate role for a $40+bn AUM Investment and Trading firm based in midtown Manhattan New York. Our client requires 3+ years Portfolio Management or Trading experience within Asset Management or a Bank, with strong knowledge of ETFs, Mutual Funds, Index Funds, Equities, Fixed Income and Derivatives (Futures, Options and Swaps). Advanced Excel experience required, knowledge of Eze Castle / Eze OMS is advantageous. The role is initially 5 days per week in the midtown Manhattan office, with potential to reduce to 4 days after settling in.</p><p><br></p><p>The ETF Portfolio Management Associate will support all daily trading and portfolio management functions associated with the suite of ETFs, including but not limited to: trade rebalances and trade execution. This position is heavily weighted towards indexed portfolio management with some occasional middle office operations duties<strong><em>.</em></strong></p><p><br></p><p><u>Responsibilities</u></p><ul><li>Rebalance and manage a select group of index funds and leveraged ETFs in line with guidelines</li><li>Supporting senior PMs and traders with daily portfolio management and trade rebalances</li><li>Frequent interaction with multiple swap counterparties (large global banks) and broker dealers daily</li><li>Maintaining and updating performance and trading models to ensure effective fund tracking and proper exposure</li><li>Fielding various product related questions and inquiries throughout the trading day from accountants, brokers, custodians, authorized participants and market makers</li><li>Assisting and contributing to new account set up, fund launches, product development and analysis </li><li>Effectively communicate and interact with the portfolio managers and third parties on trade related queries</li></ul><p>Occasional middle office operations cover may be required relating to:</p><ul><li>Researching and resolving trading discrepancies</li><li>Collateral movements, margin posting</li><li>Ensuring trades are booked accurately and in a timely fashion</li><li>Reconciling fund positions, trades and cash movements with various trade support teams</li></ul><p><br></p>
<p>Salary is 300,000 - 325,000.</p><p><br></p><p>Benefits include PTO, 401k, and Health Insurance.</p><p><br></p><p>We are seeking a dynamic and experienced Tax Principal to join our client's team and lead in delivering exceptional tax strategy and compliance services. This leadership position requires deep expertise in tax law, the ability to mentor and guide teams, and a strategic mindset to drive client success. Ideal candidates will have proven technical skills, strong communication abilities, and the desire to build lasting relationships with clients, all while ensuring compliance in a rapidly changing regulatory landscape. </p><p><br></p><ul><li>Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients.</li><li>Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions.</li><li>Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.</li><li>Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.</li><li>Prepare client billings and monitor and collect receivables.</li><li>Develop policies and procedures to increase productivity and fees without loss of morale or motivation.</li><li>Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed.</li><li>Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.</li><li>Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.</li><li>Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm.</li><li>Demonstrate a career-long commitment to the firm.</li><li>Know the history of the firm and be familiar with the services that the firm provides.</li><li>Participate in marketing and business development training sessions.</li><li>Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.</li><li>Join at least one community, civic or business organization or trade organization.</li><li>Participate in firm activities such as training and recruiting.</li><li>Demonstrate a positive marketing attitude and take an active interest in other team members’ marketing activities. Continue to strive for more.</li><li>Become familiar with services provided and specialties of team members.</li></ul>
<p>55,000 - 65,000</p><p><br></p><p>Benefits</p><ul><li>paid time off</li><li>health insurance</li><li>401k</li></ul><p>A local company in Monmouth county is seeking a Credit Analyst to join their team The Credit Analyst will be working in the Credit Risk Management department and will be responsible for the analysis of financial statements, credit reports and other reports to assess risk. The company is looking to start asap and offers an excellent benefits and compensation package.</p>
<p>We are partnering with a fast-growing, innovative company in New York City that’s looking for a <strong>Finance & Strategy Analyst</strong> to join their team. This is a high-impact role for someone who loves blending finance, strategy, and creativity — helping drive smart growth and influence decisions across the business.</p><p><br></p><p><strong>What you’ll do:</strong></p><p> • Build intuitive dashboards and reporting tools that bring clarity to performance and uncover opportunities for growth.</p><p> • Partner directly with leadership to shape strategy, set goals, and measure what matters most.</p><p> • Lead cross-functional projects from concept to execution — connecting the dots between teams to move big ideas forward.</p><p> • Dive deep into the numbers to tell the story behind performance and guide strategic decisions.</p><p> • Create and evolve financial models that forecast growth, evaluate new initiatives, and drive investment decisions.</p><p> • Streamline processes and introduce better systems to make collaboration smoother and faster.</p><p> • Present insights in a clear, creative, and compelling way that resonates beyond just the finance team.</p>
<p>We are looking for a dedicated Financial Coordinator to join our team on a long-term contract basis in Newark, NJ. In this role, you will work onsite, assisting patients and their families in navigating benefit coverage options. This position is ideal for individuals who thrive in fast-paced healthcare environments and are passionate about advocating for patient needs.</p><p><br></p><p>Responsibilities:</p><p>• Conduct patient interviews in a hospital setting to determine eligibility for benefit coverage.</p><p>• Collaborate with hospital staff to assist patients in completing applications for state and federal programs.</p><p>• Review medical records and expedite the approval process for benefits by taking necessary actions.</p><p>• Ensure compliance with legal and company standards regarding Protected Health Information and other sensitive data.</p><p>• Maintain communication with government agencies to monitor the status of claims.</p><p>• Provide updates and support to hospital personnel and team members as required.</p><p>• Accurately document claim statuses and contract details using hospital and company computer systems.</p><p>• Assess medical records to determine the appropriate application for federal, state, or local programs based on disability definitions and daily living functions.</p><p>• Adapt to the dynamic pace of a hospital environment while maintaining professionalism and efficiency. </p>
We are looking for an experienced Internal Audit Manager to oversee and execute comprehensive audit engagements for our organization in Secaucus, New Jersey. This role requires a proactive individual with strong auditing expertise, excellent organizational skills, and a commitment to ensuring compliance and operational efficiency. The ideal candidate will possess bilingual abilities in Spanish or Portuguese and be open to occasional international and domestic travel.<br><br>Responsibilities:<br>• Conduct thorough audit engagements, including planning, execution, and reporting, to ensure adherence to organizational policies and regulations.<br>• Manage relationships with internal stakeholders to facilitate seamless audit processes and address potential concerns.<br>• Prepare detailed audit reports and present findings to the audit committee and relevant stakeholders.<br>• Develop and implement annual internal audit programs to identify and mitigate risks effectively.<br>• Collaborate with other departments to ensure compliance with corporate policies and regulatory standards.<br>• Travel internationally and domestically for audit engagements, primarily in Latin America, as required.<br>• Utilize expertise in corporate internal auditing to drive operational improvements and enhance control measures.<br>• Maintain up-to-date knowledge of industry standards and best practices to ensure audits align with current regulations.<br>• Handle complex audit tasks independently, meeting deadlines and delivering high-quality results.
<p><strong>Energy Trading (PHYSICAL) - Middle Office / P& L - Hedge Fund</strong></p><p><br></p><p>Our client the commodity division of a global Hedge Fund continues to build out their team based in NYC. This role directly supports the PHYSICAL Energy Trading team with a mix of P& L, risk and trading assistant type functions. Responsibilities include pricing, position recs, hedge analysis, end of day flash T0, and a full T+1 P& L, as well as market risk analytics. The firm's leadership is very well respected. The position is open due to a promotion to trading.</p>
We are looking for a skilled Financial Data Analyst to join our team on a contract basis in Woodbridge, New Jersey. In this role, you will apply your expertise in actuarial modeling, financial analysis, and data management to support critical decision-making processes in the financial services industry. This position provides an excellent opportunity to work collaboratively with actuaries and financial teams, leveraging advanced tools and techniques to drive insights and optimize operations.<br><br>Responsibilities:<br>• Design and maintain actuarial models and data-driven workflows using Python and R to support insurance pricing, reserving, and risk management initiatives.<br>• Streamline month-end processes and rate change calculations, ensuring accuracy, consistency, and completeness in all data outputs.<br>• Collaborate with Actuarial and FP& A teams to automate processes and enhance model efficiency through Python-based scripting.<br>• Conduct reserving analysis to estimate claim liabilities in partnership with internal and external actuaries.<br>• Create and update loss development triangles and incurred but not reported (IBNR) calculations using operational and financial data.<br>• Assist in developing and validating actuarial assumptions for pricing, reserving, and forecasting purposes.<br>• Perform stress testing and scenario analysis to evaluate financial impacts and risk exposure.<br>• Develop predictive analytics models and profitability analyses to support business planning and forecasting.<br>• Extract and transform large datasets using SQL and Python libraries, identifying trends and optimization opportunities.<br>• Automate data processing and reporting workflows through the development of advanced Python scripts.
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP& A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
