<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><ul><li>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</li><li>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</li><li>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</li><li>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</li><li>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</li><li>Support ad-hoc analysis and assist in process improvement initiatives.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>0–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</li><li><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</li><li>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</li><li>Prior experience with <strong>structured securities products</strong> is advantageous.</li><li>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</li><li>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</li></ul><p><strong>Why Apply?</strong></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p><p><br></p>
<ul><li>Greet and welcome visitors and clients in a professional and friendly manner, creating a positive first impression.</li><li>Answer, screen, and direct incoming phone calls using a multi-line phone system, taking detailed messages when necessary.</li><li>Maintain the reception area, ensuring it is clean, organized, and presentable for visitors and staff.</li><li>Manage the scheduling and coordination of appointments, meetings, and conference room reservations.</li><li>Assist with general administrative tasks such as data entry, filing, and handling correspondence.</li><li>Receive and sort incoming mail and deliveries and ensure outgoing mail is prepared for shipment.</li><li>Provide accurate information to visitors, clients, and employees about company services, events, or processes as needed.</li><li>Collaborate with team members to ensure seamless communication and efficient front desk operations.</li><li>Monitor and restock office supplies in the reception area or alert relevant departments about necessary orders.</li><li>Maintain confidentiality and adhere to company policies, particularly when handling sensitive or proprietary information.</li></ul><p><br></p>
We are looking for a detail-oriented and organized Receptionist to join our team in Bloomington, Minnesota. In this contract role, you will serve as the first point of contact for visitors and callers, ensuring smooth communication and a welcoming environment. This position is ideal for someone who is meticulous, personable, and excels in managing multi-line phone systems.<br><br>Responsibilities:<br>• Greet and assist visitors with a friendly and courteous demeanor.<br>• Manage a multi-line phone system, ensuring prompt and accurate handling of inbound calls.<br>• Direct calls to the appropriate departments or individuals using a switchboard system.<br>• Maintain an organized and clean reception area to uphold a positive company image.<br>• Provide general administrative support to various teams as needed.<br>• Track and document visitor logs and incoming calls for record-keeping purposes.<br>• Respond to inquiries with clarity and attentiveness, ensuring all questions are addressed.<br>• Coordinate with internal staff to streamline communication and improve workflow.<br>• Handle part-time receptionist duties with efficiency and reliability.
<p>Are you ready to take the next step in your accounting career with a fast-paced, financial services firm? Join a forward-thinking management team and showcase your expertise in a role that values precision, collaboration, and innovation.</p><p>Our client is hiring a <strong>Senior Accountant</strong> to help manage fund accounting and ensure regulatory compliance while working closely with a dynamic investment team. The role is ideal for someone who excels in detail-oriented work, thrives in a fast paced environment, and communicates effectively across departments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Fund Accounting:</strong> Manage the monthly close process for multiple investment funds, ensuring accuracy and timeliness.</li><li><strong>Financial Statements:</strong> Prepare and review fund-level financial statements that meet the highest standards of compliance and transparency.</li><li><strong>Investor Support:</strong> Collaborate with Tax, Operations, and Investor Services teams to deliver essential financial information to investors.</li><li><strong>Third-Party Oversight:</strong> Lead and oversee relationships with third-party administrators.</li><li><strong>Capital Transactions:</strong> Review capital draws and distributions with attention to detail.</li><li><strong>Stakeholder Communication:</strong> Proactively engage with internal and external stakeholders to produce and refine financial statements.</li><li><strong>Audit and Compliance:</strong> Monitor compliance with external audit workflows and regulatory standards.</li><li><strong>Project Leadership:</strong> Take an active role in cross-functional ad hoc projects aimed at improving processes and efficiency.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Minimum <strong>3 years</strong> of public accounting experience or <strong>4 years</strong> of financial services industry experience.</li><li>Strong background in accounting processes, including the preparation and review of financial statements.</li><li>Bachelor’s degree in <strong>Accounting</strong>, <strong>Finance</strong>, or a related field (CPA certification preferred).</li><li>Excellent organizational skills, with the ability to multitask and prioritize work in a fast-paced environment.</li><li>Strong communication and interpersonal abilities, including teamwork and relationship development across departments.</li><li>Advanced problem-solving skills and meticulous attention to detail.</li><li>Proficiency in spreadsheet tools (e.g., Excel) and financial systems.</li></ul><p> <strong>Why Join Us?</strong></p><p>This position is perfect for a confident, resourceful professional seeking to advance their career in a supportive yet challenging environment. You'll have the opportunity to make a direct impact on fund accounting operations, collaborate with innovative professionals, and grow your expertise in the investment management sector.</p><p>Connect with <strong>Douglas Rickart</strong> via LinkedIn or reach out directly at <strong>612-249-0330</strong> to learn more about this opportunity. You can also submit your application through the provided link.</p><p>Apply now to become an integral part of a world-class team!</p>
<p><strong>Position: Senior Software Engineer (Mobile – Full Stack)</strong></p><p><strong>Location: Remote</strong></p><p><strong>Salary: Up to $175,000 base annual salary + Bonus</strong></p><p><br></p><p>Senior Software Engineer (Mobile) – Help Build a Brand-New Mobile Product</p><p>This is a rare opportunity to be part of a brand-new department launching a net-new mobile product that will bring a successful brick-and-mortar business into the digital space. You’ll be joining a collaborative team focused on a 0-to-1 product build in a startup-like environment—but with the financial stability and backing of a well-established enterprise.</p><p>We’re hiring the first wave of senior engineers to shape the product, the tech, and the culture. If you thrive in greenfield environments and want to make a lasting impact, this is your moment.</p><p> </p><p>What You’ll Do</p><p>As a Senior Software Engineer, you’ll lead the design, development, and delivery of full-stack features and mobile-first products. You’ll collaborate with product managers, designers, and stakeholders to define technical solutions that meet user and business needs. You’ll architect scalable systems and mentor junior engineers while contributing to product strategy and technical decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the development of mobile and web applications in a fast-paced, agile environment</li><li>Architect and deliver scalable, maintainable systems using modern frameworks and best practices</li><li>Build mobile applications using Flutter and web applications using React Native</li><li>Mentor junior engineers and foster a culture of technical excellence and collaboration</li></ul><p>What You Bring</p><p>To be successful in this role, candidates must have direct experience building mobile products from scratch in startup or greenfield environments. You must also have hands-on experience with all three of the following technologies:</p><ul><li>Flutter/Dart</li><li>React Native</li><li>Java frameworks (e.g., Spring Boot or similar)</li></ul><p>Additional Qualifications:</p><ul><li>5+ years of professional experience in full-stack or product-focused software development</li><li>Experience with GraphQL, Firebase, or WebSockets</li><li>Proven experience in leading technical projects and mentoring engineers</li></ul><p>Why You’ll Love It Here</p><ul><li>Be part of a greenfield build with massive potential for impact</li><li>Join early and help shape the product, team, and culture</li><li>Work in a fast-moving, collaborative environment that values innovation</li><li>Enjoy the freedom to experiment—with the support of a well-funded, successful organization</li></ul><p> </p><p><strong>For immediate and confidential consideration, please send a message to Meredith Carle on LinkedIn or email your resume.</strong></p><p><strong>My email is listed on my LinkedIn page.</strong></p><p><strong>Office: 515-303-4654 | Mobile: 515-771-8142</strong></p><p><strong>Or one-click apply via the Robert Half website.</strong></p><p><strong>No third-party inquiries please.</strong></p><p><strong>Client cannot provide sponsorship and cannot hire C2C.</strong></p>
<p>We are looking for a skilled Business Systems Analyst to join our team on a long-term contract based in Minneapolis, Minnesota. This position focuses on vendor management system support, data analysis, and process optimization to enhance workforce management. The ideal candidate will bring global expertise, strong analytical skills, and a collaborative mindset to support system updates, reporting, training, and stakeholder engagement.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and ensure the accuracy of data within the vendor management system.</p><p>• Troubleshoot and resolve system issues while escalating complex problems appropriately.</p><p>• Analyze system data to identify trends, enhance vendor performance, and improve compliance.</p><p>• Develop and maintain actionable dashboards and reports to monitor key workforce metrics.</p><p>• Provide training and support to users on system functionality and best practices.</p><p>• Facilitate vendor setup and integration with financial systems for global locations.</p><p>• Collaborate with vendors and resource managers to manage updates and provide system support.</p><p>• Conduct audits to ensure data integrity and compliance within the system.</p><p>• Recommend and implement process improvements to streamline workflows and increase efficiency.</p><p>• Validate invoices and assist in resolving discrepancies to ensure accurate payment processing.</p>
<p>We are looking for a friendly and organized Receptionist to join a great law firm in the South Metro, Twin Cities, Minnesota. In this role, you will serve as the first point of contact for visitors and callers, ensuring accurate and efficient communication. Your ability to manage multiple tasks simultaneously will help maintain a smooth and welcoming office environment.</p><p><br></p><p>On-site 5 days/week.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming calls using a multi-line phone system, providing accurate information and transferring calls as needed.</p><p>• Manage inbound inquiries with attention to detail and efficiency.</p><p>• Maintain a clean and organized reception area to create a welcoming atmosphere.</p><p>• Assist with administrative tasks, such as filing, data entry, and scheduling appointments.</p><p>• Coordinate incoming and outgoing mail and deliveries.</p><p>• Provide support to other departments as required.</p><p>• Ensure office supplies are stocked and organized.</p><p>• Uphold company policies and procedures in all interactions.</p><p>• Address any immediate issues or concerns raised by visitors or staff.</p>
<p>We are looking for a detail-oriented and welcoming Receptionist to join our team in Fridley, Minnesota. As the first point of contact for visitors, you will play a vital role in creating a positive impression and ensuring smooth day-to-day operations. This is a short-term Contract position, ideal for someone with strong communication skills and a knack for multitasking.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors in a friendly and attentive manner.</p><p>• Manage a multi-line phone system to answer, transfer, and direct calls efficiently.</p><p>• Handle inbound calls and provide accurate information or redirect inquiries appropriately.</p><p>• Operate a switchboard system with up to 10 lines, ensuring timely and organized communication.</p><p>• Perform basic office tasks, including data entry, filing, and maintaining records.</p><p>• Coordinate mail distribution and handle incoming and outgoing correspondence.</p><p>• Maintain a tidy and organized reception area.</p><p>• Support other administrative staff as needed with clerical tasks.</p>
<p>We are looking for a skilled Compensation Consultant to join our team in Saint Louis Park or St. Paul, Minnesota. This is a long-term contract opportunity within the non-profit sector, ideal for professionals passionate about designing and managing compensation strategies. The role requires a strong background in financial services and benefits administration to ensure compliance and excellence in employee compensation programs.</p><p><br></p><p>Responsibilities:</p><p>• Develop and oversee compensation structures, ensuring alignment with organizational goals and industry standards.</p><ol><li>Provide oversight to all Compensation Programs. *</li><li>Manage annual merit increase, equity adjustment and business-need promotion processes. *</li><li>Manage any incentive programs or SPIF’s as needs dictate. *</li><li>Manage salary structure, job grade, company compensation budget, etc. *</li><li>Oversee the participation in wage and salary surveys. Conduct market study and benchmark analysis. Recommend changes to ensure the maintenance of the company’s compensation objectives and competitive position in the marketplace. *</li><li>Responsible for oversight of job evaluation. Oversee job description reviews and updates. Review job classifications. *</li><li>Manage and improve the merit increase and job description acknowledgement systems as organizational needs or programs dictate. *</li><li>Provide direct input into managing company Compensation and Benefit budget. *</li></ol><p>• Monitor and evaluate the effectiveness of existing compensation programs, recommending adjustments as needed.</p><p>• Provide expert guidance on compensation and benefits policies to support organizational decision-making.</p><p>• Leverage Microsoft Excel for detailed data analysis and reporting on compensation trends.</p><p>• Partner with HR teams to communicate benefits and compensation updates effectively.</p><p>• Conduct market research to benchmark compensation practices against industry standards.</p>
<p>Robert Half is seeking a Graphic Design Specialist to join our client’s Creative & Digital team. In this role, you will be responsible for creating visually compelling, multi-channel content to support marketing programs and products within the cardiovascular portfolio. Be part of a collaborative and innovative team that values creativity and bold ideas while working on impactful projects that shape marketing strategies and enhance brand visibility.</p><p><br></p><p><strong>Location</strong>: Mounds View, MN (Onsite 3 days/week)</p><p><strong>Duration</strong>: 12-month contract</p><p><strong>Hours</strong>: 9am-5pm (40 hours/week)</p><p><strong>Pay Rate</strong>: $25-30/hour</p><p><br></p><p><strong>Overview:</strong></p><p>This is an exciting opportunity to work on impactful projects within the medical technology space and contribute to the development of content that informs, inspires, and engages target audiences. You’ll collaborate with cross-functional partners to bring concepts to life through innovative designs that meet strategic objectives and elevate brand presence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as an in-house creative expert, producing high-quality, brand-aligned content for print, digital, and social platforms.</li><li>Design engaging, visually consistent layouts, using typography, imagery, video, and motion graphics to elevate storytelling.</li><li>Participate in project input sessions and brainstorming meetings, collaborating closely with the Art Director.</li><li>Deliver bold, clean, and creative content that adheres to visual brand guidelines and complies with regulatory standards.</li><li>Oversee design projects from concept through completion, ensuring deadlines and quality standards are met.</li><li>Manage multiple priorities and requests simultaneously while maintaining attention to detail.</li><li>Partner with the Project Management team to align on timelines and deliverables.</li><li>Work closely with internal cross-functional partners to create targeted and relevant content.</li><li>Collaborate with Creative and Marketing Communication teams to produce impactful designs quickly and efficiently.</li><li>Maintain open, professional communication with project stakeholders and team members.</li><li>Ensure accuracy and consistency by adhering to brand guidelines and proofing processes.</li><li>Manage design files and branded assets according to internal organization standards.</li></ul>
<p>We are partnering with a top Minnesota law firm in its search for a Commercial Banking/Lending Attorney. </p><p><br></p><p>Successful candidates will have 3+ years of substantive experience in a wide array of commercial banking transactions, including drafting and negotiating loan documentation, reviewing due diligence materials, including the diligence materials for real estate and asset-based lending transactions. Additional preference will be given to candidates that have substantive experience in tax credits, including low income housing tax credit, construction lending, real estate and asset-based lending, as well as financing for land development.</p><p><br></p><p>The compensation offered will be dependent on the candidate’s experience, skills, education, professional background, and overall qualifications.</p><p><br></p><p>This role has excellent benefit offerings including medical, dental, vision, basic and supplemental life insurance, short-and long-term disability, an employee assistance program, and paid-parental leave. Also included are monthly cell phone and parking stipends. The retirement plan includes a 401(k) plan with automatic employer contribution. </p><p><br></p><p>The firm is entrepreneurial and offers competitive origination bonuses along with hours based bonuses.</p>
<p>Compliance Manager</p><p>Are you an experienced compliance professional ready to lead and enhance compliance programs in the financial services industry? We are seeking a Compliance Manager to join a robust Legal & Compliance team. This role entails developing and overseeing compliance policies, procedures, and testing programs to ensure adherence to regulations and support organizational integrity.</p><p><br></p><p>Key Responsibilities</p><p>Manage the firm’s Electronic Communications Program, including policies, procedures, training, and surveillance in compliance with regulations.</p><p>Evaluate new technology projects and vendor assessments for potential regulatory risks and control requirements.</p><p>Participate in committees, refine related policies, and handle incident investigation, response, and remediation efforts.</p><p>Test accuracy of supervisory reports utilized for compliance oversight and regulatory purposes.</p><p>Perform control testing over Books and Records, Privacy, Cybersecurity, Vendor Management, and other processes to ensure regulatory compliance.</p><p>Revise written supervisory procedures and policies as needed, in response to evolving regulations, business processes, or testing outcomes.</p><p>Work across departments to resolve compliance-related issues and ensure the implementation of effective controls.</p><p>Develop and deliver compliance training to enhance understanding of policies across the organization.</p><p>Assist in responding to regulatory inquiries, audits, and remediation efforts as advised by regulatory bodies or firm leadership.</p><p>Identify and implement opportunities for operational and technological enhancements to improve efficiency and oversight.</p><p>Qualifications</p><p>7+ years of relevant compliance experience; prior institutional broker-dealer experience is a plus.</p><p>Bachelor’s degree required, with a focus in Business, Economics, Computer Science, or a related field preferred.</p><p>Proficiency with enterprise compliance systems, Microsoft Office Suite, and data analytics tools.</p><p>Strong interpersonal and written communication skills; ability to liaise effectively across departments in various settings.</p><p>Must be detail-oriented with the ability to manage and prioritize multiple tasks effectively while maintaining confidentiality.</p><p> </p><p>This position offers an opportunity to help shape and execute compliance programs in a dynamic and fast-paced environment, collaborating with teams committed to excellence.</p><p> </p><p>Ready to take the next step in your career? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to apply!</p>
<p>Are you passionate about litigation and looking for a role where you can make a meaningful impact as part of a dedicated team? Our Northwestern Suburb Law Firm client is seeking a skilled <strong>Civil Litigation Attorney</strong> to join our long-established and well-respected litigation team! This opportunity is perfect for an attorney who thrives in a general practice environment. You’ll gain exposure to a broad range of litigation matters, handling cases that span <strong>trusts and estates litigation, contract disputes, and more.</strong></p><p><br></p><p><strong>Why You’ll Love This Position:</strong></p><ul><li><strong>Close-Knit Team Environment:</strong> As part of our small litigation team, you’ll play an active and integral role in the success of the firm. Your contributions will matter from day one!</li><li><strong>Diverse Caseload:</strong> Experience the variety of general practice litigation while building an impressive portfolio of cases across multiple practice areas.</li><li><strong>No Billable Hour Requirement:</strong> Enjoy the freedom to focus on doing your best work for clients without the pressure of meeting billable hour quotas.</li><li><strong>Mentorship and Growth:</strong> Work alongside experienced attorneys dedicated to your professional development. This is a tremendous opportunity for mentorship and long-term career growth.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Represent clients in a variety of civil litigation matters, including trusts and estates disputes, contract enforcement, and other general practice areas.</li><li>Handle all phases of litigation, from pleadings and discovery to trial and post-trial motions.</li><li>Collaborate with colleagues to develop creative strategies and solutions to meet client needs.</li><li>Maintain high ethical standards and uphold the firm’s reputation for client-focused service.</li></ul><p><br></p><p><br></p>
<p>We are in search of a Business Law Attorney to become a part of a well established team within a general practice firm. In this position, you'll provide advice and legal support to businesses of various size and maturity. Clients typically need help with entity selection and formation, contracts review and negotiation, mergers and acquisitions, employee handbooks and more.</p><p><br></p><p>Responsibilities:</p><p>• Manage the entity formation process, ensuring all legal requirements are met</p><p>• Oversee corporate governance matters, providing expert advice and guidance</p><p>• Review a variety of contracts to ensure they are legally sound and beneficial to the organization</p><p>• Negotiate contracts to secure advantageous terms and conditions for the organization</p><p>• Utilize Case Management Software for effective organization and tracking of legal cases</p><p>• Operate Adobe Acrobat and other Document Management tools to maintain and organize important legal documents</p><p>• Prepare and review legal briefs, providing comprehensive legal advice</p><p>• Execute conveyancing processes, ensuring all legal procedures are correctly followed.</p>
<p>We are looking for a dedicated HR BP to join our team in Gaylord, Minnesota. This is a long-term contract position within a dynamic manufacturing environment, offering opportunities for growth and impactful HR projects. The role will involve managing HR operations for a complex site with over 600 employees, including administrative and manufacturing teams.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily HR operations, serving as a resource for employee relations and supporting plant managers and employees with inquiries.</p><p>• Collaborate with the corporate Total Rewards team to address benefits-related questions and ensure accurate information dissemination.</p><p>• Partner with a dedicated payroll specialist and recruiter to manage payroll processes and recruitment strategies.</p><p>• Facilitate onboarding processes to integrate new hires effectively into the organization.</p><p>• Maintain and optimize HR information systems (HRIS) for seamless administrative and operational functions.</p><p>• Act as a liaison for supervisors and managers, addressing inquiries and providing guidance through the HR inbox.</p><p>• Drive training initiatives and support development opportunities to enhance workforce capabilities.</p><p>• Manage HR projects aimed at improving organizational efficiency and employee satisfaction.</p><p>• Foster an open-door policy to address concerns and build strong relationships across departments.</p><p>• Ensure compliance with company policies and legal requirements within all HR practices.</p>
<p>We are looking for an experienced Lead Information Security Analyst. In this role, you will play a pivotal part in ensuring robust security governance and compliance in a dynamic services environment. This position offers the opportunity to lead initiatives that strengthen security policies, controls, and regulatory adherence while leveraging the ServiceNow platform.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain security policies, standards, and controls to safeguard organizational assets.</p><p>• Ensure compliance with financial regulatory requirements and industry standards using the ServiceNow platform.</p><p>• Provide strategic input for technology solutions that enhance security governance and risk management.</p><p>• Collaborate with cross-functional teams to deliver high-quality security solutions aligned with business goals.</p><p>• Lead mid-to-large sized projects, offering thought leadership and technical expertise.</p><p>• Solve complex security challenges while guiding and mentoring less experienced team members.</p><p>• Conduct risk assessments and implement best practices to mitigate potential security vulnerabilities.</p><p>• Stay updated on emerging threats and technologies to continuously improve security measures.</p><p>• Partner with vendors to optimize security frameworks and ensure effective implementation.</p><p>• Drive the adoption of industry-leading practices in information assurance and risk management.</p>
We are looking for a Treasury Analyst/Assistant Treasurer to join our team in Minneapolis, Minnesota. In this role, you will oversee critical cash management processes, investment operations, and compliance activities while contributing to risk management and organizational projects. This position offers an opportunity to leverage your treasury expertise in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Monitor and assess daily cash activity across all bank accounts, ensuring accurate tracking and analysis.<br>• Execute daily cash transfers and maintain precise cash flow forecasting to optimize liquidity.<br>• Prepare and distribute investment operations reports, ensuring timely and accurate trade settlements.<br>• Lead global document processing related to investment transactions and oversee the payment of investment manager fees and capital calls.<br>• Draft and send Letters of Direction to custodians while supporting compliance reporting for investments.<br>• Collaborate on cross-functional projects as a subject matter expert, contributing to treasury initiatives.<br>• Provide backup assistance for accounts payable processing and approvals on a weekly basis.<br>• Uphold risk management standards by adhering to governance policies and internal control practices.<br>• Ensure compliance with enterprise risk management frameworks, regulatory requirements, and internal policies.
We are looking for a skilled Billing Analyst to join our team in New Hope, Minnesota. This is a long-term contract opportunity within the manufacturing industry, offering the chance to work on critical billing systems and drive operational improvements. The role focuses on supporting a system migration and ensuring efficient billing processes while collaborating with cross-functional teams. <br> Responsibilities: • Oversee the migration of billing operations from a legacy Vertex system to the advanced O-Series platform, ensuring accuracy and efficiency. • Train and mentor the billing team on the utilization of Vertex O-Series, including adjustments, renewal processes, and invoice generation. • Collaborate with IT and other departments to address testing challenges and streamline system implementation. • Troubleshoot billing discrepancies, resolve invoice processing issues, and ensure data reconciliation accuracy. • Perform month-end tie-outs to ensure proper accounting and reporting procedures are followed. • Analyze current billing workflows and recommend improvements to optimize efficiency and system usage. • Act as the subject matter expert for Vertex O-Series and Oracle functionalities, providing guidance and promoting best practices. • Support renewal campaigns and certificate management within the billing system. • Coordinate with team members to manage various invoice channels effectively and ensure smooth operations.
We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
