<p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
<p>We are looking for an experienced Financial Planning & Analysis Manager to join our dynamic team in Minnetonka, Minnesota. This role is integral to driving strategic financial decisions, collaborating across departments, and ensuring accurate reporting to support business growth. The ideal candidate will excel in financial modeling, analysis, and fostering partnerships to enhance organizational performance.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and much more. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken. </p>
<p>We are looking for a dynamic Financial Planning & Analysis Manager to join our manufacturing team in Minnetonka, Minnesota. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and much more. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken. </p>
We are looking for an experienced Data Governance Lead to join our team in Minneapolis, Minnesota. In this pivotal role, you will oversee the implementation and enforcement of data governance policies, ensuring the integrity, security, and compliance of data assets. With a blend of leadership and technical expertise, you will drive initiatives that enhance data quality and optimize governance frameworks.<br><br>Responsibilities:<br>• Oversee and maintain data catalog, metadata management, data quality, and lineage tools to support governance objectives.<br>• Collaborate with data owners and technical teams to identify and resolve issues related to data quality and integrity.<br>• Implement role-based access control policies across data platforms, ensuring compliance with privacy regulations and organizational standards.<br>• Evaluate emerging tools and technologies to enhance the efficiency and impact of the data governance program.<br>• Establish and monitor key performance indicators (KPIs) to measure program effectiveness and identify areas for improvement.<br>• Lead efforts to ensure data remediation processes are aligned with organizational goals and compliance requirements.<br>• Provide technical expertise in managing data platforms, including data lakes, warehouses, and databases.<br>• Develop and enforce standards for data privacy, security, and accessibility across all data assets.<br>• Guide the organization in aligning data governance initiatives with enterprise risk and IT risk management strategies.
<p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
We are looking for a Clinical Data Analyst to join our team in Minnetonka, Minnesota. This is a long-term contract position within the healthcare industry, offering an opportunity to contribute to impactful clinical and data-driven initiatives. The ideal candidate will leverage their expertise in informatics, business analysis, and healthcare data to optimize processes and improve care gap closures.<br><br>Responsibilities:<br>• Define and document requirements for technology consumption, ensuring clarity and precision.<br>• Translate business requirements into actionable features using tools like Aha.<br>• Prioritize features and collaborate with technology teams to ensure alignment with project goals.<br>• Provide input and feedback to refine technology outputs and enhance development processes.<br>• Review and analyze clinical charts to identify evidence of data and interpret information for closing care gaps.<br>• Test and validate development outputs to ensure alignment with defined requirements.<br>• Collaborate with cross-functional teams to improve healthcare quality measures and reporting.<br>• Utilize business analysis and data analysis techniques to support clinical and operational objectives.<br>• Contribute to the development and enhancement of software solutions within an Agile framework.<br>• Interpret healthcare data and provide actionable insights to support decision-making and process improvement.
<p>We are looking for an experienced Marketing Analyst to join our tech client remotely. In this role, you will leverage your expertise in marketing analytics to provide actionable insights and help drive strategic decisions. As a key contributor, you will work closely with leadership to manage marketing metrics and support data-driven initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive definitions for marketing metrics and organizational performance indicators.</p><p>• Oversee and enhance the functionality and accuracy of the organization's marketing dashboard.</p><p>• Design and implement business intelligence dashboards and reports to support data-informed decision-making for marketing leaders.</p><p>• Prepare and deliver weekly updates on marketing performance metrics.</p><p>• Conduct in-depth analyses of marketing data to uncover insights related to campaign effectiveness, channel performance, and pipeline conversions.</p><p>• Evaluate online channel performance and provide actionable recommendations based on KPI benchmarks and trend analysis.</p><p>• Analyze customer segments and their journey to assess funnel conversions and digital engagement, offering optimization strategies.</p><p>• Create and present PowerPoint slides and narratives to share insights across sales, marketing, and product teams.</p><p>• Collaborate on various projects and take on additional responsibilities as assigned by management.</p>
<p>Robert Half is seeking a Director of Accounting & Finance. This position is in the southwest suburbs and mostly in office. Requirements are an active CPA, public accounting, technical accounting skills, and supervision experience. Enjoy working for a growing organization of over $2 billion and be involved with further acquisitions. Salary up to $185K plus bonus. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.</p><p><br></p><p>Responsibilities:</p><p>• Lead the month-end close process to ensure timely and accurate financial reporting.</p><p>• Oversee the preparation and review of financial statements in compliance with accounting standards.</p><p>• Manage financial audits, coordinating with external auditors to ensure thorough and efficient reviews.</p><p>• Supervise and mentor accounting team members, fostering attention to detail and growth.</p><p>• Implement and maintain technical accounting practices to enhance operational efficiency.</p><p>• Collaborate with leadership on strategic financial planning and acquisitions.</p><p>• Analyze financial data to provide insights and recommendations for business decisions.</p><p>• Ensure compliance with regulatory requirements and internal controls.</p><p>• Utilize advanced Microsoft Excel skills to streamline reporting and data analysis.</p><p>• Drive continuous improvement in accounting processes and systems.</p>
<p>This role is nearly 100% remote, with just one day a quarter in office for a meeting.</p><p><br></p><p>Our client is looking for an experienced Accounting Manager to lead and oversee the financial accounting and reporting functions for the organization and its subsidiaries. This role is critical in ensuring compliance with regulatory standards, developing efficient accounting policies, and delivering strategic financial insights to guide business decisions. The ideal candidate will be a strong leader skilled in managing accounting operations, solving complex financial issues, and fostering a collaborative team environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily accounting operations, ensuring accuracy and adherence to established standards.</p><p>• Prepare and review financial statements and reports on a monthly, quarterly, and annual basis.</p><p>• Ensure compliance with accounting regulations, tax requirements, and internal policies.</p><p>• Develop and implement accounting policies and procedures to enhance operational efficiency.</p><p>• Manage and coordinate external audits, ensuring timely and precise completion.</p><p>• Analyze financial data to provide actionable insights and recommendations to senior leadership.</p><p>• Oversee budgeting and forecasting processes, delivering thorough analysis and strategic suggestions.</p><p>• Collaborate with financial planning and analysis teams to align financial goals with business objectives.</p><p>• Mentor and guide accounting team members, encouraging continuous growth and a high-performance culture.</p><p>• Stay informed about changes in accounting standards and industry trends to ensure best practices.</p>
We are looking for an experienced Senior Compensation Analyst to join our team on a contract basis in New Brighton, Minnesota. In this role, you will play a critical part in developing and managing compensation strategies that align with business goals and enhance organizational performance. As a key member of the Total Rewards team, you will collaborate with various stakeholders, including HR, finance, and compensation teams, to oversee compensation processes, tools, and resources.<br><br>Responsibilities:<br>• Partner with HR, finance, and compensation teams to manage annual incentive tracking, accruals, and payouts, including performing modeling and analysis as needed.<br>• Lead the communication process for annual incentive plans, creating tools to foster engagement and understanding of the plans.<br>• Oversee the enterprise-wide compensation structure and lead processes such as annual merit and incentive programs.<br>• Manage survey submissions and maintain vendor relationships with providers such as PayFactors.<br>• Develop and deliver compensation tools and resources in collaboration with HR and compensation teams.<br>• Serve as the primary business partner for compensation-related enterprise technology tools, including managing job architecture structures.<br>• Coordinate long-term incentive processes, including annual, off-cycle, and non-employee director grants.<br>• Support communication efforts related to long-term incentive programs to ensure clarity and engagement.
We are looking for an experienced Accounts Receivable Supervisor/Manager to join our manufacturing team in Bayport, Minnesota. In this role, you will lead a dynamic team while ensuring efficient management of accounts receivable processes and balancing risk management with customer relationships. This is a hands-on leadership position requiring strong analytical skills and a collaborative approach to collections.<br><br>Responsibilities:<br>• Oversee daily operations of the accounts receivable team, ensuring productivity and adherence to established processes.<br>• Analyze and manage cost center expenses, providing detailed commentary on actuals versus budget and prior year data.<br>• Review and approve journal entries, balance sheet reconciliations, and other period-end financial tasks.<br>• Conduct detailed assessments and accrual calculations for bad debt across multiple business units.<br>• Monitor and report on Days Sales Outstanding (DSO) performance, utilizing complex Excel files for analytics.<br>• Develop and approve collection strategies, including risk mitigation approaches and interactions with legal teams as necessary.<br>• Foster a collaborative environment by balancing customer relationships with effective risk management practices.<br>• Supervise a team of seven direct reports, providing guidance, training, and performance management.<br>• Utilize Excel and other tools to manage high-volume collection activities for outstanding accounts receivable.<br>• Collaborate with senior leadership to ensure alignment with organizational goals and smooth onboarding of new team members.
<p>We are looking for a dynamic Compliance Manager to support our Twin Cities based client on a contract basis. In this role, you will play a critical part in supporting the compliance department by conducting and managing investigations, often with financial or employee relations components. This position offers the opportunity to contribute to meaningful work within the non-profit sector.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations, including interviewing relevant parties.</p><p>• Document findings, analyze data, and present well-informed recommendations to support compliance efforts.</p><p>• Collaborate with Human Resources on investigations involving employee relations matters.</p><p>• Identify and assess risks related to compliance and recommend appropriate actions.</p><p>• Maintain clear and accurate records of all compliance activities and investigations.</p><p>• Communicate effectively with stakeholders to ensure transparency and alignment on compliance issues.</p><p>• Stay informed about evolving compliance regulations and best practices to guide organizational policies.</p>
<p>We are looking for a dynamic and detail-oriented Data Governance Lead to join our team. In this role, you will play a pivotal part in ensuring the effective management, security, and organization of our data assets. You will work closely with cross-functional teams to develop and implement data governance standards, policies, and best practices, driving value and compliance across the organization. This is an exciting opportunity to contribute to a progressive healthcare environment while leveraging cutting-edge technologies.</p><p><br></p><p>Responsibilities:</p><p>• Define and maintain data governance policies and standards to support multiple data domains across the organization.</p><p>• Lead collaboration efforts with data stewards, data owners, and other stakeholders to ensure data quality, security, and compliance.</p><p>• Oversee the implementation and execution of data governance tools, such as Profisee, Azure Databricks Unity Catalog, and Microsoft Purview.</p><p>• Develop and deliver training materials and guidance in partnership with the Learning and Development team to improve data governance understanding.</p><p>• Monitor and measure the effectiveness of the data governance program, reporting on key metrics and program maturity.</p><p>• Collaborate with data engineering and analytics teams to ensure data consistency and support analytical needs.</p><p>• Provide oversight for asset management initiatives, ensuring adherence to data standards and policies.</p><p>• Drive the adoption of data governance best practices and promote awareness of its importance throughout the organization.</p><p>• Manage vendor relationships to ensure the successful execution of data governance-related tooling development.</p><p>• Evaluate and enforce compliance with internal and external data regulations and requirements.</p>
<p>Robert Half is partnering with our client to identify an Assistant Controller for their growing small business. In this working manager role, you will oversee critical financial processes, including accounting operations, cash management, financial analysis, modeling and labor cost billing. This position is ideal for someone who thrives in a collaborative environment while maintaining the ability to work independently.</p><p><br></p><p>Responsibilities:</p><p>• Oversee accounting operations, including cash flow management and ensuring regulatory compliance.</p><p>• Manage month-end close activities, such as preparing financial reports, reconciling accounts, and posting journal entries.</p><p>• Handle labor cost billing processes, ensuring data accuracy and timely invoicing.</p><p>• Perform financial planning, analysis, and modeling to support business objectives.</p><p>• Maintain and enhance relationships with vendors, ensuring smooth operations.</p><p>• Identify and implement efficiency improvements within the labor billing system.</p><p>• Collaborate with management to provide insights into financial performance and assist in strategic decision-making.</p><p>• Prepare for audits and compile necessary financial documentation.</p><p>• Monitor changes in regulations that may impact payroll and financial practices.</p>
<p>A highly regarded wealth management firm based in the Twin Cities is seeking a skilled and motivated Tax Manager with experience in Accounting and Tax, particularly focusing on High Net Worth Individuals and Business Owners. This permanent position offers a unique opportunity to thrive professionally in a dynamic, fast-paced environment.</p><p><strong>Key Highlights:</strong></p><p><strong> </strong></p><p><strong>Fast-Paced, Entrepreneurial Client Base:</strong> Collaborate with an entrepreneurial and dynamic client portfolio that values innovation and growth.</p><p><strong>Professional Collaboration:</strong> Engage with investment professionals, business experts, and principals to provide sophisticated solutions.</p><p><strong>Integrity and Professional Growth:</strong> Join an organization committed to integrity, professionalism, and rewarding independent thinking and strong business judgment.</p><p><strong> </strong></p><p><strong>Summary of Responsibilities:</strong></p><p>Streamline service delivery for client needs while maintaining responsiveness and efficiency.</p><p>Oversee tax and accounting processes for individual, partnership, and trust entities, alongside the business unit.</p><p>Perform in-depth research and analysis to address complex tax inquiries and financial planning challenges.</p><p>Collect and evaluate annual tax documentation, including tracking charitable contributions, deductible interest, and Schedule C income/expenses.</p><p>Prepare quarterly portfolio review reports reflecting comprehensive analytics.</p><p>Manage treasury operations for client entities and ensure proper accountability.</p><p>Coordinate property and casualty insurance renewals.</p><p>Foster relationships with external advisors such as tax professionals, estate attorneys, bankers, investment counselors, and insurance brokers.</p><p>Contribute with a "no task too big or too small" mindset on ad hoc projects.</p><p><strong>Qualifications:</strong></p><p> </p><p><strong>Experience:</strong> 5–8 years of combined experience in public accounting and/or the financial services sector.</p><p><strong>Education:</strong> Bachelor’s degree in Accounting, Finance, or related field (CPA certification considered a plus).</p><p><strong>Technical Knowledge:</strong> Expertise in individual, trust, and entity taxation is preferred, with strong analytical and critical thinking skills to navigate complex financial matters.</p><p><strong>Soft Skills:</strong> Demonstrated ability for effective time management, resourcefulness, independence, discipline, and problem resolution under tight deadlines.</p><p><strong>Characteristics:</strong> Must showcase initiative, professionalism, detail orientation, and strong interpersonal abilities to thrive in varied relationships and situations.</p><p> </p><p>This role presents an exceptional chance to enhance your career with a firm that values smart thinking, integrity, and professional accountability.</p><p><strong>Next Steps:</strong></p><p> Interested applicants should apply through the provided link or contact Douglas Rickart at 612-249-0330 or message on LinkedIn for confidential consideration.</p><p><br></p>
<p><strong>Senior IT Auditor – Direct Hire | Twin Cities</strong></p><p>Are you an experienced IT audit professional looking to make a measurable impact at a leading organization in the Twin Cities? We are seeking a Senior IT Auditor to play a pivotal role in assessing risk, shaping audit programs, and elevating controls across critical financial and operational processes. This is a direct hire opportunity, offering stability and long-term growth with a collaborative team.</p><p><strong>What You’ll Do:</strong></p><p>· Build trusted relationships with internal clients and cross-functional teams to drive audit effectiveness.</p><p>· Lead comprehensive risk-based audits of business systems, processes, and functions.</p><p>· Develop, refine, and execute IT audit programs, tailoring scope and procedures to organizational needs and industry trends.</p><p>· Perform control testing using advanced sampling and data analysis techniques, evaluating system and process integrity.</p><p>· Analyze workflows and key risk areas, delivering strategic recommendations to enhance governance and compliance.</p><p>· Prepare clear, actionable audit reports for stakeholders at all levels.</p><p>· Stay current on regulatory developments, emerging technologies, and evolving risks.</p><p>· Contribute to the ongoing improvement of internal audit methodologies and enterprise risk management.</p><p>· Partner with third-party auditors and regulatory agencies to ensure compliance with all applicable standards.</p><p>· Conduct follow-up testing to validate corrective actions and strengthen remediation efforts.</p><p><strong>Ready to take the next step?</strong> Connect with Douglas Rickart on LinkedIn, call Doug directly at 612-249-0330, or apply online through the link provided.</p><p><br></p>
<p>We are looking for a skilled Business Valuation Manager to lead and execute valuation engagements for privately held companies. This role requires a deep understanding of valuation methodologies, strong leadership abilities, and a commitment to delivering high-quality work to clients. The ideal candidate will thrive in a collaborative environment while mentoring team members and ensuring the accuracy and effectiveness of valuation processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Valuation Production & Technical Leadership</strong></p><ul><li>Lead the preparation of both informal and formal business valuations, including:</li><li>Reviewing company financial statements and ratios</li><li>Analyzing governing documents, articles, and agreements</li><li>Assessing marketability and control characteristics</li><li>Conducting economic and industry analyses</li><li>Forming and supporting valuation conclusions</li><li>Engaging with company management and owners to gather insights as needed</li><li>Maintain and improve valuation production criteria, methodologies, and review standards.</li><li>Develop, update, and manage valuation models in alignment with NACVA, ASA, and other relevant industry standards.</li><li>Serve as the final reviewer for valuation reports to ensure accuracy, defensibility, and consistency.</li></ul><p><strong>Operational & Staff Leadership</strong></p><ul><li>Supervise, mentor, and develop valuation team members, ensuring strong quality controls for all deliverables.</li><li>Collaborate with Data Gathering Specialists to facilitate timely collection of necessary client and company materials.</li><li>Drive process improvement initiatives, workflow optimization, and updates to operational documentation.</li><li>Actively participate in leadership meetings, contributing to strategic initiatives and continuous process improvement.</li></ul><p><strong>Client & Business Responsibilities</strong></p><ul><li>Communicate effectively with clients regarding engagement scope, findings, and deliverables.</li><li>Present valuation concepts or industry topics to clients or internal stakeholders (minimal travel required).</li><li>Negotiate terms, fees, and engagement scope, including statements of work and related contracts.</li><li>Undertake additional duties as assigned by the Director of Operations.</li></ul>
We are looking for a dedicated Site Based Learning Specialist to join our team in Minneapolis, Minnesota. In this role, you will support data collection and organization efforts within the higher education sector. This is a long-term contract position that requires someone with strong attention to detail who can manage research tasks and ensure accurate data entry in compliance with established formats.<br><br>Responsibilities:<br>• Conduct thorough research to gather information regarding site locations, addresses, licenses, and credentials.<br>• Accurately input detailed information into the database, ensuring compliance with organizational standards.<br>• Review and refine metrics for data entry processes to improve efficiency and accuracy.<br>• Organize and compile collected data into spreadsheets or databases for further analysis and reporting.<br>• Suggest and implement improvements to data collection methods for enhanced workflow.<br>• Collaborate with team members to ensure data is complete and up-to-date.<br>• Monitor progress and maintain consistent quality across all entries.<br>• Utilize Microsoft Office tools, including SharePoint, to manage and store information effectively.<br>• Support the development of strategies to streamline database management.<br>• Provide feedback on processes and tools to optimize data handling and research outcomes.
<p>Key Responsibilities:</p><ul><li>Serve as a point of contact for employee relations, conducting investigations and supporting conflict resolution.</li><li>Lead and participate in employee engagement initiatives to promote a positive work environment.</li><li>Support onboarding, offboarding, and related HR processes.</li><li>Advise managers and employees on policies, procedures, and best HR practices.</li><li>Ensure compliance with all relevant employment laws and organizational policies.</li><li>Assist with preparing HR reports, data analysis, and maintaining accurate employee records.</li><li>Collaborate with cross-functional teams to support talent management, learning and development, and other strategic HR projects.</li><li>Provide guidance on performance management, policy interpretation, and corrective actions as needed.</li></ul><p><br></p><p>An ideal candidate will have 2+ years of HR experience, including exposure to employee relations and investigations. A Bachelors Degree in Human Resources, Business, or similar is preferred but not required. </p><p><br></p><p>This role is primarily remote, offering 4 days/week work from home flexibility!</p><p><br></p><p>Beginning pay for this role is $60,000-70,000 depending on experience. Competitive, comprehensive benefits are also offered, including health, dental, vision, and 401k with match.</p>
We are looking for a Staff Accountant to join our team in Eden Prairie, Minnesota. In this role, you will play a critical part in managing project-related financial activities, ensuring accuracy, compliance, and smooth operations. This position offers the opportunity to work closely with project managers and contribute to the success of accounting processes.<br><br>Responsibilities:<br>• Collaborate with project managers to oversee financial aspects from proposal inception to project completion.<br>• Verify the accuracy and completeness of project proposals, purchase orders, and internal setup documentation.<br>• Establish and maintain client projects within accounting systems for accurate billing and reporting.<br>• Prepare and submit client invoices promptly, ensuring precision and alignment with billing methods such as cost-plus or lump sum.<br>• Review and approve vendor purchase orders and invoices related to projects.<br>• Conduct regular project reviews to validate cost-to-complete estimates, identify variances, and manage month-end processes.<br>• Handle multi-company postings of project revenue and expenses with attention to detail.<br>• Manage accounts receivable and collections, including resolving discrepancies in cash receipts.<br>• Apply knowledge of U.S. sales tax laws relevant to services and project material sales.<br>• Close out completed projects by finalizing billing and resolving outstanding commitments.
We are looking for a detail-oriented Senior Retirement Plan Analyst to join our team in New Brighton, Minnesota. In this contract role, you will be responsible for managing the administration of retirement plans and collaborating with internal and external stakeholders to ensure smooth operations. This position requires a strong understanding of retirement benefits, excellent analytical skills, and the ability to work independently while supporting strategic initiatives.<br><br>Responsibilities:<br>• Oversee the administration of retirement benefit programs by coordinating with vendors to ensure timely and accurate deliverables.<br>• Analyze team member data for annual profit-sharing allocations, match true-ups, and non-discrimination testing.<br>• Review plan reports, identify trends or discrepancies, and recommend process improvements.<br>• Address inquiries from plan participants and collaborate with departments such as HR, Finance, Legal, and Audit.<br>• Develop and execute communication strategies with vendors to enhance retirement plan education and outreach.<br>• Investigate and correct transaction errors to maintain compliance with regulatory standards.<br>• Provide support for special projects involving system updates, vendor evaluations, and plan modifications.<br>• Assist in preparing for annual plan audits and ensuring accurate 5500 filings.<br>• Maintain and update departmental procedures as processes evolve.<br>• Stay informed on regulations and provisions related to retirement plans to ensure compliance.
<p>The Expense Accountant is responsible for ensuring the accuracy, compliance, and timeliness of all employee and corporate expense activity. This role safeguards company resources by reviewing, analyzing, and reconciling expenses while partnering with teams across the organization to promote sound financial practices. The ideal candidate is detail‑oriented, analytical, and comfortable balancing independent work with cross‑functional collaboration.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and process employee expense reports for accuracy, policy compliance, and proper documentation.</li><li>Monitor corporate credit card activity, investigate discrepancies, and ensure timely reconciliation.</li><li>Maintain and update expense policies, providing guidance and training to employees as needed.</li><li>Prepare monthly expense-related journal entries and assist with month‑end close activities.</li><li>Reconcile expense accounts and resolve variances in a timely manner.</li><li>Support internal and external audits by providing documentation and explanations.</li><li>Analyze spending trends and identify opportunities for cost control or process improvement.</li><li>Collaborate with procurement, finance, and department managers to ensure consistent application of expense policies.</li><li>Assist with implementation and optimization of expense management systems.</li></ul><p><br></p>
<p>We are looking for an experienced ERP/CRM Analyst to join our team on a long-term contract basis in Minneapolis, Minnesota. In this role, you will be instrumental in optimizing system performance, ensuring seamless data integration, and driving business insights through advanced analytics. This is an excellent opportunity for professionals who excel in technical problem-solving and cross-functional collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Act as the technical expert for ERP/CRM systems, ensuring smooth integration and robust functionality.</p><p>• Evaluate, refine, and optimize data processes across ERP/CRM platforms and associated systems.</p><p>• Design and maintain dashboards, reports, and key performance metrics to support strategic decision-making.</p><p>• Partner with various departments to understand business needs and translate them into system solutions.</p><p>• Identify and resolve technical issues within ERP/CRM systems to minimize operational downtime.</p><p>• Facilitate data migration, cleansing, and validation during system upgrades or implementations.</p><p>• Adhere to data security and governance standards while managing system configurations.</p><p>• Develop and implement API connections to enhance system interoperability.</p><p>• Ensure effective documentation of business requirements and system configurations.</p><p>• Provide ongoing support and training to users for optimal system utilization.</p>
<p>Robert Half is seeking a skilled Credit/ AR Manager for the northern suburbs. The ideal candidate will bring extensive expertise in credit and collections, with a proven ability to lead teams and collaborate across departments. This role is vital to ensuring the financial health of the organization by managing accounts receivable and mitigating risks. Salary up to $135K plus 10% bonus. This is a hybrid model. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690. </p><p><br></p><p>Responsibilities:</p><p>• Oversee credit and collections operations, including accounts receivable aging, bad debt management, and risk assessment.</p><p>• Supervise and mentor a team, providing guidance and support to ensure performance goals are met.</p><p>• Collaborate with cross-functional departments to influence sales teams and align credit policies with business objectives.</p><p>• Analyze and approve credit applications while ensuring compliance with company credit policies.</p><p>• Generate accurate reports and analytics to provide insights into collections and credit activities.</p><p>• Utilize financial systems to manage accounts receivable and implement process improvements.</p><p>• Develop strategies for minimizing financial risks and optimizing cash flow.</p><p>• Build strong relationships with internal and external stakeholders to ensure effective communication.</p><p>• Identify opportunities for process enhancements to improve credit and collections efficiency.</p><p>• Stay informed on industry trends and best practices to maintain competitive and effective credit operations.</p>
<p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>· Partner with various teams to support the closing of new investment transactions.</p><p>· Manage funding and financing processes for future transactions.</p><p>· Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>· Coordinate transactions exits.</p><p>· Document investment transactions and submit requests for inter-entity cash transfers.</p><p>· Oversee cash flow management across investment relationships.</p><p>· Provide operational support and supervision to internal partners.</p><p>· Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>· Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
