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17 results for Financial Planning Analyst in Boca Raton, FL

Financial Analyst
  • Miami, FL
  • onsite
  • Temporary / Contract
  • 28.5 - 33 USD / Hourly
  • <p>We are offering a contract employment opportunity for an AML/KYC Analyst in Miami, Florida. This role is within the banking industry and will be performed in a hybrid workplace, combining both onsite and remote work. The selected candidate will be directly involved in an investigative compliance project, with a focus on Anti Money Laundering (AML) and Know Your Customer (KYC) procedures.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and verify customer information for compliance with AML and KYC regulations</p><p>• Engage in detailed investigative research and analysis related to client transactions and activities</p><p>• Utilize CRM systems to manage and track customer interactions and data </p><p>• Collaborate with the compliance team to ensure adherence to banking regulations and internal policies</p><p>• Utilize ADP - Financial Services for financial data management</p><p>• Assist in the management of credit risk through effective credit and compliance strategies</p><p>• Utilize Chef and Cl Programming tools to streamline and automate processes</p><p>• Deliver exceptional customer service, addressing and resolving customer inquiries and issues in a timely manner</p><p>• Contribute to the development and implementation of Environ systems for effective environmental management.</p>
  • 2026-08-10T00:00:00Z
Financial Analyst
  • Pembroke Pines, FL
  • onsite
  • Permanent / Full Time
  • 38000 - 39000 USD / Yearly
  • <p>We are looking for a Financial Analyst to join our team in Plantation, Florida. This position supports financial planning, reporting, and operational analysis to help leadership make informed business decisions. The role is ideal for someone who combines strong analytical thinking with a solid foundation in accounting principles and financial systems.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial results, trends, and key performance indicators to provide actionable insights for management.</p><p>• Prepare recurring and ad hoc reports that support budgeting, forecasting, and overall financial planning activities.</p><p>• Maintain accurate financial data by reviewing records, reconciling variances, and supporting accrual-based accounting processes.</p><p>• Partner with cross-functional teams to gather business information, improve reporting quality, and strengthen decision-making.</p><p>• Use accounting and reporting systems to extract, organize, and interpret data for financial analysis and performance monitoring.</p><p>• Assist with budget development, capital planning, and expense tracking to ensure alignment with organizational goals.</p><p>• Support audit-related activities by preparing documentation, validating financial information, and responding to reporting requests.</p><p>• Contribute to process improvements in financial reporting and analysis through effective use of data tools and system capabilities.</p>
  • 2026-08-11T00:00:00Z
Accounting Analyst
  • Boca Raton, FL
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p>Senior Accounting Analyst</p><p>Our client is seeking a <strong>Senior Accounting Analyst</strong> to join a high-performing finance organization. This role offers strong visibility to leadership, exposure to strategic initiatives, and significant opportunities for career advancement. We&#39;re looking for an analytical, detail-oriented accounting professional who thrives in a fast-paced environment and wants to grow into Accounting Manager and future leadership roles.</p><p>Responsibilities</p><ul><li>Prepare and review journal entries, account reconciliations, and supporting schedules.</li><li>Execute key aspects of the month-end, quarter-end, and year-end close process.</li><li>Analyze financial results and investigate balance sheet and P&amp;L variances.</li><li>Prepare financial reports and management reporting packages.</li><li>Support internal and external audits and ensure compliance with GAAP and internal controls.</li><li>Partner cross-functionally with FP&amp;A, Operations, Tax, Treasury, and business leaders.</li><li>Drive process improvements, automation initiatives, and special projects.</li><li>Assist with ERP enhancements and accounting system implementations.</li><li>Research and document technical accounting matters as needed.</li></ul><p><br></p>
  • 2026-07-30T00:00:00Z
Financial Aid Analyst/Specialist
  • Pembroke Pines, FL
  • onsite
  • Temporary to Hire
  • 23 - 24 USD / Hourly
  • We are looking for a Financial Aid Analyst/Specialist to support prospective students and their families as they navigate funding options and eligibility requirements in Miramar, Florida. This contract position has the potential to become permanent, is fully onsite, and offers the opportunity to play a key role during a high-volume enrollment period while partnering closely with the admissions team. The ideal candidate brings strong client-facing skills, sound administrative judgment, and a background in financial aid, accounting, or related financial support services.<br><br>Responsibilities:<br>• Guide prospective students and family members through financial aid processes, explaining available options, timelines, and eligibility criteria in a clear and supportive manner.<br>• Respond to a high volume of inquiries with professionalism, delivering timely assistance and accurate information throughout the student funding journey.<br>• Review financial aid-related documentation for completeness and accuracy while maintaining organized records and administrative follow-through.<br>• Collaborate with admissions staff to align student support efforts and help ensure a smooth transition from application through financial planning.<br>• Provide individualized advising to help students understand funding responsibilities, next steps, and required materials.<br>• Maintain consistent in-office availability for a regular schedule, including one later weekday shift each week and one Saturday per month.<br>• Support seasonal workflow demands by managing multiple student cases at once without sacrificing service quality or attention to detail.
  • 2026-08-10T00:00:00Z
Financial Aid Analyst/Specialist
  • Pembroke Pines, FL
  • onsite
  • Temporary to Hire
  • 23 - 24 USD / Hourly
  • We are looking for a Financial Aid Analyst/Specialist to join an on-site team in Florida in a permanent contract role. This position supports prospective students and their families by providing clear guidance on financial aid options, eligibility, and next steps throughout the enrollment process. The ideal candidate brings strong customer service skills, a solid administrative approach, and the ability to work collaboratively with admissions in a fast-paced seasonal environment.<br><br>Responsibilities:<br>• Guide prospective students and family members through financial aid programs, application steps, and eligibility criteria with accuracy and professionalism.<br>• Respond to questions in person, by phone, and through written communication while delivering a supportive and service-focused experience.<br>• Review financial aid documentation and assist with processing activities to help keep student files complete and current.<br>• Partner closely with the admissions team to align outreach, share updates, and support students through the enrollment journey.<br>• Maintain organized records and perform administrative follow-up to ensure timely handling of student inquiries and aid-related information.<br>• Explain funding options, required forms, and important deadlines so students can make informed decisions about their education.<br>• Contribute to office coverage during extended weekly hours and one Saturday each month based on business needs.<br>• Support additional financial aid operations and seasonal workload priorities as assigned in a high-volume office setting.
  • 2026-08-10T00:00:00Z
Sr. FP&A Manager
  • Oakland Park, FL
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>A growing, entrepreneurial organization is seeking an experienced Senior FP&amp;A Manager to lead its budgeting, forecasting, financial modeling and performance analysis functions. This highly visible position will partner closely with executive leadership and translate financial data into actionable recommendations that support strategic planning, operational improvement and long-term growth.</p><p><br></p><p>This is a hands-on leadership role with one direct report. The Senior FP&amp;A Manager will personally build financial models, perform analysis and prepare executive reporting while also overseeing and developing a member of the FP&amp;A team. This is not a high-level oversight position or an analyst-level opportunity.</p><p><br></p><p>The position is ideally suited for an accomplished FP&amp;A Manager or Senior FP&amp;A Manager who is ready for greater responsibility, executive exposure and continued advancement into broader finance leadership.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Personally lead and execute the annual budgeting process, periodic forecasting and long-range financial planning</p><p>Build and maintain detailed financial models for revenue, expenses, profitability and scenario planning</p><p>Perform hands-on analysis of actual performance against budgets, forecasts and historical results</p><p>Identify financial and operational trends, risks and opportunities</p><p>Provide clear, actionable recommendations to executive and departmental leadership</p><p>Prepare and present executive-level financial reports, dashboards and decision-support materials</p><p>Partner with business leaders to establish KPIs and improve financial accountability</p><p>Support strategic initiatives, resource allocation and profitability improvement</p><p>Ensure the accuracy and integrity of financial data used for planning and reporting</p><p>Improve FP&amp;A processes, systems and reporting tools through automation and data visualization</p><p>Manage, mentor and develop one direct report</p><p>Support executive leadership with special projects and strategic financial initiatives</p><p><br></p><p>Preferred Qualifications</p><p>Experience within a growing, founder-led, privately held or multi-entity organization</p><p>Experience building or improving FP&amp;A processes, systems and reporting capabilities</p><p>MBA, CPA, CMA or another relevant advanced qualification</p><p><br></p><p>Ideal Candidate Profile</p><p>The successful candidate will be a hands-on finance leader who enjoys both performing the work and developing others. This individual will have personally owned full-cycle budgeting and forecasting, built sophisticated financial models, presented recommendations to senior leadership and managed at least one finance professional</p>
  • 2026-08-12T00:00:00Z
Mutual Fund Accountant
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 120000 - 145000 USD / Yearly
  • <p>We are looking for an experienced detail-oriented, Fund Accountant to launch our fund accounting LINE OF BUSINESS and support operational activities for investment products based in Miami, Florida in Coral Gables. This position plays an important role in maintaining accurate fund records, coordinating transaction processing, and helping ensure daily activities are completed in line with reporting and control standards. The ideal candidate brings strong knowledge of fund operations, trade processing, and portfolio-related accounting with the ability to work effectively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities for mutual funds, including recording transactions and maintaining accurate books and records.</p><p>• Coordinate trade settlement processes to help ensure transactions are completed accurately and within established deadlines.</p><p>• Review portfolio activity and asset allocation data to confirm proper accounting treatment and reporting consistency.</p><p>• Support core fund operations by reconciling cash, holdings, and other fund balances across relevant systems and records.</p><p>• Prepare and validate periodic fund reports, schedules, and supporting documentation for internal and external use.</p><p>• Investigate discrepancies, resolve breaks, and communicate issues to appropriate stakeholders to maintain operational accuracy.</p><p>• Partner with investment management and operations teams to support ongoing fund administration activities and process execution.</p><p><br></p><p><strong>INTERESTED AND QUALIFIED CANDIDATES SHOULD APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903</strong></p>
  • 2026-07-14T00:00:00Z
Risk & Compliance Analyst
  • Miami, FL
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p>Job Title: Risk &amp; Compliance Analyst</p><p><br></p><p>We are seeking a detail-oriented Risk &amp; Compliance Analyst to support the organization’s compliance, risk assessment, and regulatory monitoring activities. This hybrid position (3 days in office- Doral- 2 days remote) will review internal controls, analyze compliance data, identify potential risks, and help ensure adherence to applicable regulations, policies, and procedures.</p><p><br></p><p>INTERVIEW&#39;S THIS WEEK - Send your resume to brenda.arce@roberthalf</p><p><br></p><ul><li>Conduct risk assessments, compliance reviews, and internal control testing.</li><li>Monitor business processes for compliance and operational risks.</li><li>Review policies, procedures, and supporting documentation.</li><li>Track compliance findings, corrective actions, and risk trends.</li><li>Prepare documentation and gather evidence for audits.</li><li>Maintain accurate compliance records, logs, and dashboards.</li><li>Research regulatory changes and support policy updates.</li><li>Assist with investigating and escalating compliance concerns.</li><li>Collaborate with internal departments to strengthen controls.</li><li>Prepare reports and presentations for leadership.</li></ul><p><br></p>
  • 2026-07-27T00:00:00Z
Security Analyst
  • Miami, FL
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p>We are seeking a Security Analyst to monitor, detect, and respond to threats across the environment. This role sits at the center of the security program, protecting systems and data while helping mature the organization&#39;s overall posture.</p><p><strong>Responsibilities</strong></p><ul><li>Monitor SIEM alerts and investigate potential security incidents</li><li>Perform triage, containment, and remediation of threats</li><li>Conduct vulnerability scanning and track remediation to closure</li><li>Support endpoint detection and response tooling and tune alerting</li><li>Assist with security awareness, phishing simulations, and user training</li><li>Contribute to compliance efforts such as HIPAA, NIST, PCI, or CIS controls</li><li>Document incidents, findings, and response actions</li><li>Partner with IT teams to harden systems and enforce security standards</li></ul><p><br></p>
  • 2026-07-29T00:00:00Z
Security Analyst
  • Miami, FL
  • onsite
  • Temporary / Contract
  • 30 - 40 USD / Hourly
  • <p>We are seeking a detail-oriented and proactive <strong>Security Analyst</strong> to help protect and strengthen our organization’s security posture. In this role, you will monitor and respond to cybersecurity events, support detection engineering efforts, assist with access governance activities, and contribute to ongoing threat identification initiatives. The ideal candidate is comfortable working in a fast-paced environment, has strong analytical skills, and can operate effectively within a continuous operations model.</p><p><br></p><p>Key Responsibilities</p><ul><li>Oversee and analyze security events and alerts generated through SIEM, SOAR, and cloud security platforms across <strong>AWS, Azure, and GCP</strong>.</li><li>Investigate, assess, and triage potential security incidents within a <strong>24/7/365 on-call operational environment</strong>.</li><li>Assist in the upkeep, optimization, and fine-tuning of SIEM and SOAR detection content, including correlation rules and automated response playbooks.</li><li>Participate in proactive threat hunting activities by leveraging behavioral analytics, anomaly detection, and AI-enabled security tools.</li><li>Conduct periodic user access reviews and support <strong>IT General Controls (ITGC)</strong> compliance testing and related audit activities.</li></ul><p><br></p>
  • 2026-07-24T00:00:00Z
Logistics Analyst
  • Miami, FL
  • onsite
  • Temporary to Hire
  • 19.7885 - 22.913 USD / Hourly
  • We are looking for a Logistics Analyst to join our team in Miami, Florida, in a contract-to-permanent role. This position focuses on strengthening inventory control, improving warehouse performance, and delivering data-driven insights that support daily operations and long-term planning. The ideal candidate will partner with cross-functional teams to maintain accurate stock records, uncover process improvement opportunities, and help enhance system-supported warehouse workflows.<br><br>Responsibilities:<br>• Oversee inventory accuracy across multiple warehouse sites and take corrective action when variances are identified.<br>• Examine stock discrepancies, determine underlying causes, and coordinate solutions that improve record reliability.<br>• Prepare recurring inventory reports that highlight trends, exceptions, and performance metrics for leadership review.<br>• Maintain alignment between system records and physical inventory to support purchasing, production scheduling, and operational planning.<br>• Track compliance standards for raw materials, packaging, and finished products to help ensure proper inventory control.<br>• Review aging inventory and generate visibility into slow-moving, expired, and at-risk stock items.<br>• Monitor bulk material levels, including silo inventory, to support uninterrupted supply and warehouse coordination.<br>• Lead cycle counts, full physical counts, and audit activities while partnering with warehouse, production, purchasing, and quality teams.<br>• Contribute to warehouse and inventory process improvements by analyzing operational data, documenting workflows, and supporting KPI and dashboard development.<br>• Assist with warehouse management system activities such as process mapping, testing, training support, implementation tasks, and future system enhancements as a key user.
  • 2026-07-29T00:00:00Z
Security Analyst I
  • Fort Lauderdale, FL
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p>Robert Half is seeking a Security Analyst I for a client in the Fort Lauderdale area. This is an excellent opportunity for an entry- to mid-level professional with experience in security support, IAM, or technical support who is looking to grow their career in cybersecurity.</p><p><br></p><p>The Security Analyst I will provide Level 1 support for the security team, including triaging alerts, reviewing logs, supporting patch management, assisting with vulnerability remediation, and handling access-related issues. This role will escalate more advanced security concerns to senior team members as needed.</p><p>Key Responsibilities</p><ul><li>Triage and respond to Level 1 security alerts</li><li>Review logs and identify issues requiring escalation</li><li>Support patch management for workstations and servers, including drivers and firmware</li><li>Assist with vulnerability and risk management efforts</li><li>Handle IAM-related support tasks such as account lockouts and password resets</li><li>Use tools such as ManageEngine and Intune to support endpoint and patching processes</li><li>Document activity and communicate effectively with internal teams</li><li>Escalate complex issues to Level 2 analysts</li></ul><p><br></p>
  • 2026-08-07T00:00:00Z
Data Analyst
  • Miami, FL
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p>We are looking for a Data Analyst to turn raw data into clear, actionable insight. This role builds reports and dashboards, digs into the numbers, and helps stakeholders make better decisions.</p><p><strong>Responsibilities</strong></p><ul><li>Write and optimize SQL queries to extract and transform data from multiple sources</li><li>Build and maintain dashboards and reports in Power BI or Tableau</li><li>Analyze trends and deliver findings to business stakeholders</li><li>Partner with departments to gather requirements and define metrics</li><li>Ensure data quality, accuracy, and consistency across reporting</li><li>Document data definitions, sources, and reporting logic</li></ul><p><br></p>
  • 2026-07-29T00:00:00Z
Treasury Analyst/Assistant Treasurer
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 46000 - 48000 USD / Yearly
  • <p>We are looking for an Administrative Assistant to work ONSITE in our Miami office to support daily operations, client activity, and keep up our client database. This role is suited for an individual with experience in accounting systems, reporting, and transaction oversight who can help maintain accuracy across workflows. The position will work with clients via phone and email daily and report to the Director of Operations </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Exceptional organization skills and attention to detail is most important </p><p>• Ability to handle multiple tasks or projects simultaneously and prioritize work </p><p>• Driven and goal oriented, takes initiative to solve problems </p><p>• Flexible </p><p>• Exceptional time management skills - sense of urgency when completing tasks </p><p>• Strong communication skills-fluent English (written and verbal) a must </p><p><br></p><p><br></p><p>• Bi-Lingual (Spanish) is a big plus </p><p>• Ability to speak professionally and address client questions when answering the phone </p><p>• Ability to collaborate in a team environment and work well alone </p><p>• Ability to exercise independent judgement and employ basic reasoning skills </p><p>• High degree of accuracy in data entry and word processing </p><p>• Proficiency in Microsoft Excel, Word, Outlook and Adobe </p><p>• Not required, but working knowledge of Excel macros/programming a plus</p><p>• Not required, but experience in the real estate industry a plus </p><p><br></p><p><strong>INTERESTED AND QUALIFIED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903 </strong></p>
  • 2026-07-29T00:00:00Z
Mergers &amp; Acquisitions Analyst
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 120000 - 125000 USD / Yearly
  • <p>We are working with a company in the telecommunications industry that is searching for a Manager of Strategy and M&amp;A. This role is meant for someone who in exceptional with modeling and very comfortable presenting to executives why they did the modeling that they did. In this role you will have exposure to all the senior executives. Our client focuses on Latin America and the Caribbean. You will be working M&amp;A projects for their clients base in those areas. You will be modeling and forecasting acquisition plans. Liaison with the external advisors, we well as lead different M&amp;A processes assigned by the Director. This role is hybrid. 3 to 4 days on site, 1 to 2 remote, depending on projects. Their corporate offices are located close to the Miami International Airport. This role will pay a salary of $125k, plus a 15% bonus. They also have a healthy LTI bonus, great benefits, and unlimited PTO. CFA or MBA is preferred, along with at least 3 years of M&amp;A leadership experience. Client is taking preference on Miami based candidates as relocation is not being offered at this time.</p>
  • 2026-07-09T00:00:00Z
VP/Director of Finance
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 160000 - 175000 USD / Yearly
  • <p>We are looking for a strategic and hands-on finance leader to guide financial planning, performance reporting, and capital strategy for our organization. This hybrid role is ideal for someone who can translate complex financial data into clear business insights, strengthen banking and compliance practices, and support executive decision-making. The position also plays a key role in budgeting, forecasting, team leadership, and identifying opportunities to improve financial performance and support growth.</p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budgeting cycle and oversee forecasting activities to support short- and long-term business planning.</p><p>• Build and refine financial models and executive dashboards that provide meaningful visibility into performance, trends, and operational results.</p><p>• Monitor company results against budgets, forecasts, and strategic goals, then present actionable recommendations to senior leadership.</p><p>• Ensure adherence to applicable state and federal financial regulations while maintaining strong internal financial controls.</p><p>• Develop and manage relationships with commercial banks, investment partners, and other financial institutions to support the company’s financial objectives.</p><p>• Evaluate the use of financial capital and advise leadership on investment strategies and funding decisions.</p><p>• Partner with department leaders to assess upcoming business opportunities and align financial planning with organizational priorities.</p><p>• Oversee insurance programs and risk management activities to protect company assets and reduce exposure.</p><p>• Recruit, mentor, and retain a high-performing finance team while fostering accountability and career growth.</p><p>• Direct budgeting, reporting, cash flow analysis, and month-end financial activities to maintain accurate and timely financial information.</p><p><br></p><p>If you are interested in hearing more about this role, please reach out to Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
  • 2026-07-27T00:00:00Z
Accounting Specialist
  • Palm Beach Gardens, FL
  • onsite
  • Temporary to Hire
  • 20.5865 - 23.837 USD / Hourly
  • We are looking for an Accounting Specialist to support day-to-day financial operations for a team in Palm Beach Gardens, Florida. This contract opportunity with potential for a permanent position is ideal for someone with strong experience in both payables and receivables who can keep records accurate, current, and well organized. The role will focus on billing support, account reconciliation, and balance sheet activity while helping maintain efficient accounting workflows.<br><br>Responsibilities:<br>• Manage daily accounts payable tasks, including reviewing invoices, preparing payments, and maintaining accurate transaction records.<br>• Oversee accounts receivable activity by posting incoming payments and ensuring customer balances are updated correctly.<br>• Apply cash receipts to billing records and resolve discrepancies to keep account activity aligned.<br>• Reconcile general ledger accounts and support the preparation and review of balance sheet details.<br>• Assist with routine billing processes to promote timely and accurate invoicing.<br>• Investigate and correct variances between financial records, payment activity, and account balances.<br>• Maintain organized accounting documentation and provide support during reporting and audit-related reviews.<br>• Work with club management accounting software, such as ORG or a comparable platform, to complete daily financial processing.
  • 2026-08-13T00:00:00Z