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15 results for Financial Planning Analyst in Boca Raton, FL

Financial Planning & Analysis Manager
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 130000 - 140000 USD / Yearly
  • <p>We are looking for an experienced Financial Planning &amp; Analysis Manager to lead core finance activities and provide clear insight into business performance in Miami, Florida. This role will oversee planning, reporting, compliance, and cash management while partnering closely with leadership to guide informed financial decisions. The ideal candidate brings strong analytical capability, sound judgment, and a hands-on approach to improving controls, processes, and overall financial effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Direct monthly financial close reporting, statutory reporting, and audit coordination to ensure accuracy and adherence to accounting requirements.</p><p>• Lead the annual budget cycle, ongoing forecasting activities, and variance reviews to highlight performance trends and business risks.</p><p>• Prepare and maintain short-term cash flow projections, monitor liquidity, and support effective treasury and working capital management.</p><p>• Oversee tax-related reviews and filing coordination to support compliance with applicable corporate tax regulations.</p><p>• Evaluate and strengthen internal financial controls while identifying opportunities to streamline workflows and reduce operating costs.</p><p>• Analyze revenue, margins, pricing, and overall operating results to provide actionable insight for business planning and decision-making.</p><p>• Partner with senior leaders and cross-functional teams to align financial goals with operational priorities and business strategy.</p><p>• Coach and develop finance team members while fostering accountability, collaboration, and high-quality output.</p><p>• Contribute to supplier-related financial analysis and support commercial discussions aimed at improving cost efficiency.</p><p><br></p><p>Must be able to manage virtually. Light Travel. </p><p>reach out to Janet for more details 786-393-4588 or janet.silva@roberthalfcom</p>
  • 2026-10-14T00:00:00Z
Financial Analyst
  • Doral, FL
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>We are looking for a Financial Analyst to join our team in Doral, Florida. This role will help turn financial data into clear insights that support planning, performance tracking, and informed business decisions. The ideal candidate brings strong analytical capabilities, comfort working with reporting tools, and the ability to collaborate with operational leaders to improve financial visibility and results.</p><p><br></p><p>Responsibilities:</p><p>• Produce recurring financial reports and management-ready summaries that highlight business performance and key trends.</p><p>• Examine revenue, staffing costs, operating expenses, and profit results to explain variances compared with budget, forecast, and prior periods.</p><p>• Work closely with department stakeholders to review outcomes, surface financial risks, uncover opportunities, and propose practical recommendations.</p><p>• Build, update, and enhance Power BI dashboards and KPI reporting to provide timely insight into operational and financial performance.</p><p>• Track cash flow, working capital, and other core metrics to support ongoing financial health and decision-making.</p><p>• Assist with month-end financial reporting activities and contribute analysis that improves the accuracy and usefulness of reporting.</p><p>• Prepare ad hoc financial evaluations for leadership and business partners as needed.</p><p>• Identify opportunities to streamline reporting workflows through automation and process improvement initiatives.</p><p><br></p><p>If you are interested in hearing more about this position, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
  • 2026-10-14T00:00:00Z
Financial Analyst/Manager
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 120000 - 120000 USD / Yearly
  • <p>We are working with a well known brand name that is searching for a Finance Manager. The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You are comfortable handling large amounts of data, acting as a business partner, decision maker, and providing regular financial reporting. The role is hybrid but is not for the person looking for a typical 9-5. They are a very active industry, leading in their category. They look for individuals that will share their same work ethic. This is a role for someone with exceptional experience with Power BI, financial modeling, and forecasting. You will be working with Latin America VP to develop the annual budget. You will also review monthly forecast to ensure accurate timing, risk assessment and alignment with division objectives. This role provides a lot of company perks and benefits, and the salary is $120k. This company will not pay relocation.</p><p><br></p><p>Qualifications</p><p><br></p><p>Bachelor&#39;s degree or higher in Finance, MBA preferred.</p><p>Power BI</p><p>Bilingual English and Spanish required, Portuguese is a plus</p>
  • 2026-10-12T00:00:00Z
Sr. Financial Analyst
  • Palm Beach Gardens, FL
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for a Sr. Financial Analyst to join our client&#39;s finance team in Palm Beach Gardens, Florida and provide meaningful insight that supports planning and business performance. This position is suited for someone who is detail oriented and can interpret financial results, build practical models, and turn complex data into clear recommendations for leadership. The role offers the opportunity to contribute across forecasting, reporting, and special analysis while partnering with stakeholders on key financial decisions.</p><p><br></p><p>Responsibilities:</p><p>• Develop financial models that support budgeting, forecasting, and long-range planning efforts across the business.</p><p>• Evaluate operating results and investigate variances between actual performance, forecasts, and budgets to identify key business drivers.</p><p>• Prepare recurring and ad hoc financial analyses that help leadership assess risks, opportunities, and strategic priorities.</p><p>• Gather, organize, and interpret large data sets using analytical techniques to uncover trends and support decision-making.</p><p>• Partner with cross-functional teams to deliver accurate reporting and provide financial guidance on business initiatives.</p><p>• Create clear summaries, dashboards, and presentations that communicate financial findings to management and other stakeholders.</p><p>• Support monthly and quarterly close-related analysis by validating results and explaining fluctuations in performance.</p><p>• Assist with process improvements in financial reporting and analysis workflows to enhance accuracy and efficiency.</p><p><br></p><p>Please call Julie Kirvin @ 561-232@-2142 or connect on Linked In.</p>
  • 2026-10-07T00:00:00Z
Financial Analyst - ENT
  • Charlotte, NC
  • onsite
  • Temporary / Contract
  • 33.5 - 33.5 USD / Hourly
  • <p>Job Description</p><p>We are seeking a detail-oriented <strong>Billing Operations Analyst</strong> to support billing readiness operations for a North American Field Service team. This role focuses on reviewing completed service orders, validating job costs, resolving discrepancies, and ensuring work is accurately prepared for invoicing. The ideal candidate will have experience in billing operations, job costing, accounting support, or customer service within a fast-paced business environment.</p><p><br></p><p>What You&#39;ll Do</p><ul><li>Review completed service orders and projects to ensure they are ready for billing.</li><li>Verify customer authorizations, job completion, and accurate cost postings.</li><li>Identify and correct billing discrepancies and cost posting errors.</li><li>Monitor open orders daily and support month-end and quarter-end billing activities.</li><li>Communicate with field offices to resolve outstanding billing issues.</li><li>Participate in weekly Teams meetings with assigned markets.</li><li>Manage invoice uploads and shared inboxes.</li><li>Assist with customer billing disputes and provide timely updates.</li><li>Meet established performance metrics and contribute to process improvements.</li></ul><p><br></p>
  • 2026-10-15T00:00:00Z
Finance Manager
  • King of Prussia, PA
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p><strong>Finance Manager    </strong></p><p> </p><p>A client of ours is looking for an experienced Finance Manager to provide financial leadership and analytical support for clinical development programs and research studies on an interim basis. This role will serve as a key business partner to Clinical Operations, Development, and external vendors, delivering financial planning, forecasting, reporting, and strategic insights that support informed decision-making across the organization. The ideal candidate will possess a strong background in FP&amp;A, clinical development finance, and CRO/vendor management within the pharmaceutical, biotechnology, or life sciences industry. This position will play a critical role in translating evolving clinical activities into accurate financial forecasts, budgets, and actionable recommendations.</p><p><br></p><p><strong>Responsibilities of Finance Manager    </strong></p><ul><li>Manage financial oversight for assigned clinical trials, development programs, and research initiatives.</li><li>Maintain and update clinical study financial models, including forecasts, actuals, accruals, variance analysis, and month-end close activities.</li><li>Monitor and analyze study spending against budgets and timelines, providing insights and recommendations to leadership.</li><li>Partner closely with Clinical Operations, Program Management, Procurement, and other stakeholders to support financial planning efforts.</li><li>Oversee financial aspects of CRO and vendor relationships, including contract management, purchase order tracking, spend monitoring, and budget reconciliation.</li><li>Lead budgeting and forecasting cycles for clinical development programs and associated vendor activities.</li><li>Develop financial reporting packages, dashboards, and presentations for management review.</li><li>Analyze financial trends, identify risks and opportunities, and recommend corrective actions when necessary.</li><li>Support strategic planning initiatives, business cases, and ad hoc financial analyses.</li><li>Ensure financial data integrity and compliance with internal policies and reporting requirements.</li></ul><p><br></p>
  • 2026-10-14T00:00:00Z
Finance Manager
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 125000 - 140000 USD / Yearly
  • <p>OPENING : <strong>Financial, Budget, Treasury Manager</strong> : must have excellent communication and problem solving abilities, as well as Microsoft Excel expertise. Manager generally need at least five years of experience in their specialty area. </p><p>Enterprise resource planning (ERP) systems proficiency is also valued. Typical duties vary by specialty but may include: </p><p>• Providing strategic analysis and advice to senior management </p><p>• Contributing to the forecasting and budget- setting process </p><p>• Tracking business results and cash flow </p><p>• Hiring, training and supervising staff of 2. </p><p>*** Seeking AI driven candidate who can automate and streamline processes</p><p><br></p><p>if you are interested in hearing more about this position, please email me or call : Janet.Silva@roberthalfcom or 786-393-4588</p>
  • 2026-10-14T00:00:00Z
Business Analyst
  • Deerfield Beach, FL
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p>We are seeking a <strong>Business Analyst</strong> to support business process improvements, systems analysis, and technology initiatives within a government sector environment. This role works closely with internal departments and stakeholders to gather requirements, improve workflows, support ERP processes, and ensure system solutions meet operational needs.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze and interpret business requirements across departments</li><li>Collaborate with stakeholders to ensure solutions meet business and end-user needs</li><li>Lead cross-functional efforts to evaluate and implement new technology and software</li><li>Support business process improvements and information flow optimization</li><li>Maintain ERP workflows that support daily operations</li><li>Coordinate system testing, end-user reviews, and post-implementation support</li><li>Provide user training and technical guidance for new and modified applications</li><li>Create process documentation and assist with change management efforts</li><li>Work with vendors to support application products</li><li>Assist with requirements analysis, validation, and prioritization for new projects</li><li>Stay current on digital trends, software development, and business continuity best practices</li></ul><p><br></p>
  • 2026-10-16T00:00:00Z
Business Analyst
  • Hialeah, FL
  • onsite
  • Temporary / Contract
  • 25.65 - 29.7 USD / Hourly
  • Ready to take your finance skills into the world of clinical research? Our client, a leading clinical research organization in Miami, is seeking a Budget Analyst to join their team on a contract-to-permanent placement basis. This is an excellent opportunity for a financial detail oriented who enjoys budgeting, financial analysis, Excel, and working cross-functionally — with the potential to transition into a permanent position. <br> What You’ll Do Develop and maintain budgets for clinical research studies and projects Analyze budget vs. actuals, expenses, revenue, and financial performance Prepare forecasts, financial reports, and variance analysis Review study protocols and help determine associated costs Support budget negotiations with sponsors and CROs Monitor study expenses and identify discrepancies or financial risks Assist with invoicing, reconciliations, amendments, and payment tracking Partner with Clinical Research, Finance, Contracts, and Operations teams Maintain accurate financial records and provide reporting to management <br> Clinical Research Experience? That’s a big plus! Experience with clinical trials, research budgets, healthcare, pharmaceutical, CROs, or sponsor contracts is highly preferred — but strong financial professionals with transferable budgeting and analytical experience are encouraged to apply. <br> Why Consider This Opportunity? contract-TO-permanent placement — Start on contract and have the opportunity to transition into a permanent position based on performance and business needs. &#128205; Miami, FL <br> Interested? Apply today to learn more!
  • 2026-10-14T00:00:00Z
Compensation Analyst
  • Palm Beach Gardens, FL
  • remote
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • We are looking for an experienced HR Program Manager - ADV to support a machinery manufacturing organization in Palm Beach Gardens, Florida. This Long-term Contract position will lead and coordinate key human resources programs across areas such as compensation, benefits, employee relations, recruitment, and special initiatives while serving as a trusted partner to business leadership. The ideal candidate brings strong analytical ability, advanced Excel and reporting skills, and a solid background in HR administration, payroll-related processes, and cross-functional collaboration.<br><br>Responsibilities:<br>• Lead the planning, execution, and ongoing administration of human resources programs across compensation, benefits, employee relations, recruiting, labor relations, and other strategic initiatives.<br>• Act as a primary connection point between HR teams and operational leadership to align programs with business needs and ensure clear communication.<br>• Analyze workforce, compensation, and benefits data to identify trends, prepare reports, and support informed decision-making for managers and executives.<br>• Build and maintain spreadsheets, datasets, and reporting tools using Microsoft Excel and HR systems such as Workday to improve visibility and accuracy.<br>• Support compensation administration by reviewing salary structures, validating market data, and helping maintain equitable and competitive pay practices.<br>• Coordinate hiring-related activities and partner with stakeholders to improve process efficiency, documentation, and program consistency.<br>• Assist with employee and labor relations matters by gathering information, organizing documentation, and helping ensure appropriate follow-through.<br>• Partner with finance and other internal teams to reconcile data, support audits, and maintain reliable records for HR and payroll programs.<br>• Contribute to the design and refinement of HR processes, including documentation, validation planning, and implementation support for program updates or system-related changes.
  • 2026-10-18T00:00:00Z
Sales Analyst
  • Palm Beach Gardens, FL
  • onsite
  • Temporary / Contract
  • 35 - 37 USD / Hourly
  • <p>Prepare and maintain recurring sales, revenue, and customer program reporting.</p><p>Analyze sales and operational data to support strategic account initiatives and business decisions.</p><p>Ensure data accuracy through validation, reconciliation, and quality review processes.</p><p>Support customer program administration and reporting requirements.</p><p>Partner with sales, operations, finance, and leadership teams to gather, validate, and distribute critical business information.</p><p>Maintain reporting tools, dashboards, trackers, and process documentation.</p><p>Research and resolve reporting discrepancies, data inquiries, and exception requests.</p><p>Support continuous improvement initiatives related to reporting, analytics, and data governance.</p><p>Provide ad hoc reporting, analysis, and operational support as needed.</p><p>Manage reporting calendars and ensure timely completion of weekly, monthly, quarterly, and annual deliverables.</p><p>Maintain account, opportunity, and sales data within CRM and ERP systems, proactively identifying and correcting data inconsistencies.</p><p>Administer customer portals, account rosters, master files, and related access requirements.</p><p>Prepare customer program reports, fee and rebate submissions, compliance documentation, and customer-facing files while protecting confidential information and maintaining supporting records.</p><p>Assist with contract administration, document management, and executive reporting related to customer agreements.</p>
  • 2026-10-18T00:00:00Z
Accounts Receivable Analyst
  • Boynton Beach, FL
  • onsite
  • Temporary / Contract
  • 25.65 - 29.7 USD / Hourly
  • We are looking for an Accounts Receivable Analyst to join our team in Boynton Beach, Florida for a Long-term Contract opportunity. This onsite role supports a fast-paced accounting function by overseeing billing, cash application, account research, and customer balance follow-up with a high level of accuracy. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage a large volume of receivables activity while partnering effectively with internal stakeholders.<br><br>Responsibilities:<br>• Manage a substantial billing workload, prepare accurate customer invoices, and support collection efforts to improve outstanding account balances.<br>• Review aging reports regularly, identify overdue invoices, and communicate with customers or internal partners to drive timely resolution of past-due items.<br>• Enter job-related billing information into QuickBooks Online and verify invoice details before release to ensure completeness and accuracy.<br>• Investigate payment variances such as overpayments, underpayments, unapplied receipts, and billing inconsistencies, then take corrective action to reconcile accounts.<br>• Apply incoming cash receipts, issue credit memos, process refunds, and record approved write-offs in accordance with company procedures.<br>• Prepare and process lien release documentation while maintaining accurate records and supporting compliance requirements.<br>• Assist with accounts receivable reconciliations, aging analysis, and month-end close activities to support accurate financial reporting.<br>• Partner with cross-functional teams to research customer account concerns, resolve discrepancies, and maintain clean receivable records.<br>• Support receivables-related system activity across tools such as QuickBooks Online, Cabinet Track, Excel, and other accounting platforms as needed.
  • 2026-10-16T00:00:00Z
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>
  • 2026-10-12T00:00:00Z
Data Analyst
  • Boca Raton, FL
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • We are looking for a Data Analyst to support enterprise decision-making through advanced analytics, business intelligence, and data-driven recommendations. This Long-term Contract position is based in Boca Raton, Florida, with remote work flexibility and occasional travel as needed. The person in this role will turn complex operational and financial data into clear insights, practical reporting tools, and predictive models that help leaders improve performance and identify new opportunities.<br><br>Responsibilities:<br>• Analyze current and historical business data to uncover trends, risks, and opportunities that influence operational and strategic outcomes.<br>• Create and maintain dashboards, scorecards, and key performance indicators that give leadership clear visibility into business performance.<br>• Write advanced SQL queries and use Python to extract, transform, and evaluate large datasets from multiple enterprise platforms.<br>• Translate analytical findings into concise recommendations, executive-ready presentations, and decision support materials for senior stakeholders.<br>• Develop statistical, forecasting, and automated analytical solutions that strengthen reporting efficiency and business planning.<br>• Partner with operations, quality, finance, IT, business intelligence, and data science teams to define requirements and deliver practical analytics solutions.<br>• Perform ad hoc analysis in support of strategic initiatives, leadership requests, and continuous improvement efforts.<br>• Validate data integrity, investigate anomalies, and coordinate with technical teams to resolve data quality issues.<br>• Build repeatable analytical workflows and reusable code that reduce manual effort and improve scalability across reporting processes.
  • 2026-09-30T00:00:00Z
Private Banking Associate
  • Aventura, FL
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • <p><strong>Private Banking Associate</strong></p><p>We are seeking a bilingual Private Banking Associate to support International Private Banking clients with personalized service, account administration, transaction processing, and loan coordination. The ideal candidate has 5–7 years of private banking experience, strong attention to detail, and excellent communication skills in English and Spanish.</p><p><strong>Responsibilities</strong></p><ul><li>Deliver professional, personalized service to International Private Banking clients at every touchpoint.</li><li>Prepare account opening documentation based on client type, risk profile, and selected products for client review and signature.</li><li>Verify client instructions and prepare documentation to facilitate accurate, timely transaction processing.</li><li>Coordinate with internal departments and follow up on requests through completion.</li><li>Review and complete Know Your Customer (KYC) documentation across various entity types, minimizing additional requests to clients.</li><li>Respond promptly to client inquiries, instructions, requests, and issues to maintain strong relationships.</li><li>Partner with the credit team on new and existing loan requests, complete return on equity (ROE) models, submit payoff requests, and answer loan-related inquiries.</li><li>Monitor daily client transactions and alert the banking team to potential issues, suspected fraud, or unusual activity.</li></ul><p><br></p>
  • 2026-10-12T00:00:00Z