<p><strong>POSITION: Sr. Financial Analyst</strong></p><p><strong>LOCATION: Shelton, CT / HYBRID</strong></p><p><strong>RECRUITER CONTACT: Abby Harpp- <em>abby.harpp@roberthalf</em></strong></p><p><strong>JOB ID#: AH00700-0013286195</strong></p><p><br></p><p>A growing, well-established organization has partnered with Robert Half to hire a Senior Financial Analyst. This role will be hands-on with forecasting, budgeting, and modeling, while also partnering across departments to deliver clear, actionable analysis to leadership.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead financial forecasting, budgeting, and scenario modeling to support business planning</li><li>Analyze performance drivers, costs, and inventory to identify risks and opportunities</li><li>Build and maintain financial models, dashboards, and reporting tools for management</li><li>Collaborate with cross-functional teams (sales, operations, marketing, etc.) to provide financial guidance and insights</li><li>Support special projects, including investment evaluations, cost optimization, and process improvements</li><li>Develop and present clear recommendations to leadership based on complex data</li></ul>
<p>We are looking for a skilled Financial Analyst to oversee financial planning, budgeting, and strategic analytics for our organization. This role requires an individual with a strong background in financial modeling and variance analysis. Based in Stamford, Connecticut, this position offers an excellent opportunity to contribute to impactful decision-making through comprehensive financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage the annual budget, ensuring alignment with organizational goals and objectives.</p><p>• Perform comprehensive variance analyses to identify trends, risks, and opportunities.</p><p>• Create detailed financial models to support business decisions and long-term strategy.</p><p>• Oversee the financial planning and analysis (FP& A) process, providing actionable insights to senior leadership.</p><p>• Lead the preparation of regular financial forecasts and reports with accuracy and timeliness.</p><p>• Collaborate with cross-functional teams to streamline budgeting and reporting processes.</p><p>• Evaluate and recommend strategies to optimize financial performance and operational efficiency.</p><p>• Ensure compliance with financial regulations and internal policies.</p><p>• Present key findings and recommendations to stakeholders, including executives and board members</p>
<p>We are looking for an experienced Senior Financial Analyst to join our FP& A team in the Somerville, New Jersey area. This role will focus on financial planning and analysis, including budgeting, forecasting, and preparing financial reports for senior leadership. The ideal candidate will have strong analytical skills, attention to detail, and the ability to collaborate across global finance teams.</p><p><br></p><p>Responsibilities:</p><p>• Compile and review monthly financial reporting packages for senior management, ensuring accuracy and clarity.</p><p>• Develop quarterly cash flow forecasts and contribute to the preparation of quarterly earnings reports.</p><p>• Create and refine presentations for senior leadership and the Board of Directors, showcasing key financial insights.</p><p>• Coordinate semi-annual budgeting processes, including analysis and consolidation of financial data.</p><p>• Conduct thorough reviews of divisional and consolidated financial results, collaborating with global finance teams to ensure data integrity.</p><p>• Respond to ad hoc requests from senior management with detailed financial analyses and insights.</p><p>• Support special projects, providing analytical expertise and financial modeling as needed.</p>
<p>We are looking for a detail-oriented Financial Crimes Compliance Analyst to join our team in Central, New Jersey. In this role, you will play a crucial part of the AML team while ensuring compliance with regulatory standards by analyzing financial transactions and identifying potential patterns of money laundering or illicit activity. This position offers an excellent opportunity to contribute to anti-money laundering efforts and uphold financial integrity.</p><p><br></p><p>Responsibilities:</p><p>• Review and analyze customer files for financial transactions exceeding $10,000.</p><p>• Prepare and submit currency transaction reports to regulatory authorities.</p><p>• Identify and investigate patterns or trends that may indicate illicit or regulated activities.</p><p>• Collaborate with team members to ensure compliance with anti-money laundering policies.</p><p>• Maintain accurate and organized records of transaction reviews and findings.</p><p>• Stay updated on current regulations and best practices in anti-money laundering.</p><p>• Assist in developing strategies to improve the detection and prevention of suspicious activities.</p><p>• Communicate findings effectively to relevant stakeholders.</p><p>• Ensure adherence to company and regulatory standards at all times.</p><p>• Provide recommendations for process improvements based on analysis results.</p>
We are looking for a dedicated Desktop Support Analyst to join our team in New York, NY. In this Contract-to-Permanent role, you will be responsible for providing technical expertise and exceptional support to staff, ensuring smooth operation of hardware, software, and network systems. This position requires a proactive problem-solver with strong communication skills and a commitment to delivering outstanding service.<br><br>Responsibilities:<br>• Provide timely technical support for desktop and laptop systems, including installation, configuration, and troubleshooting of standard software applications.<br>• Manage and support mobile devices approved by the organization, ensuring efficient functionality.<br>• Assist staff with audio and video conferencing setups, maintaining a thorough understanding of video equipment and related systems.<br>• Install, configure, and maintain application software, ensuring optimal usability and performance.<br>• Troubleshoot and resolve issues related to workstation and server operating systems, maintaining expertise in Windows environments.<br>• Maintain knowledge of networking concepts, including local and wide area networks, wiring schemes, and data communication protocols.<br>• Support PC hardware components and organization-approved software, including messaging clients, web browsers, antivirus tools, and office productivity applications.<br>• Utilize best practices for resolving service requests and incidents, preferably within ServiceNow or similar platforms.<br>• Provide leadership in technical problem-solving and offer guidance to team members.<br>• Collaborate with teams to ensure reliable backup solutions and system configurations.
We are looking for a detail-oriented Travel & Expense Analyst to join our team in New York, New York. This Contract-to-Permanent position offers an excellent opportunity for a skilled individual with expertise in corporate expense management, reconciliation, and compliance. The ideal candidate will play a critical role in ensuring the accuracy and integrity of travel and expense processes while providing exceptional support to employees.<br><br>Responsibilities:<br>• Review and approve employee expense reports in Concur, ensuring adherence to company policies and compliance standards.<br>• Conduct audits of receipts and supporting documents to identify errors, fraud, or non-compliance.<br>• Resolve issues related to duplicate or incorrect transactions, working directly with employees to correct and resubmit reports.<br>• Perform regular reconciliations of corporate card transactions, ensuring all charges are accurately categorized and accounted for.<br>• Address discrepancies in transaction feeds and resolve unmatched or missing data in a timely manner.<br>• Troubleshoot system integration issues between Concur and the financial institution, collaborating with IT and external vendors for resolution.<br>• Manage the corporate card program, including issuing cards, deactivating inactive accounts, and enforcing policy compliance.<br>• Respond to employee inquiries regarding travel and expense policies, system support, and report statuses via a centralized mailbox.<br>• Analyze travel and expense trends by generating reports, supporting month-end close activities, and preparing accrual reconciliations.<br>• Contribute to process improvements by recommending updates to policies, workflows, and system configurations.
<p>Robert Half is seeking a motivated and detail-oriented <strong>Business Analyst</strong> for a hybrid onsite role in Summit, NJ. This is a <strong>contract-to-hire</strong> opportunity with a renowned organization in the <strong>insurance industry</strong>.</p><p>In this position, you will play a key role in bridging the gap between business and technology teams by gathering and analyzing business requirements, defining project scopes, and facilitating effective communication. If you are a solution-oriented professional with a strong understanding of business processes and insurance industry experience, we encourage you to apply! This role will be onsite 3 days a week and insurance industry experience is required.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Collaborate with business stakeholders to gather, document, and analyze business requirements, ensuring alignment with project goals.</li><li>Serve as a <strong>liaison between business and technical teams,</strong> translating business needs into technical requirements and solutions.</li><li>Develop functional specifications and ensure all documentation is up-to-date and accurately reflects the project scope.</li><li>Conduct gap analysis and recommend strategies for process improvements based on business needs.</li><li>Facilitate meetings and discussions between stakeholders to ensure clear communication and alignment.</li><li>Support teams in project planning, testing, and implementation phases to meet deadlines and deliverables.</li><li>Utilize your insurance industry expertise to identify potential risks, opportunities, and unique technical needs.</li><li>Provide ongoing support to ensure the smooth adoption of system solutions by business users.</li></ul>
<p>We are seeking a skilled Compensation Analyst to join our team on a long-term contract. In this role, you will specialize in evaluating, designing, and managing compensation programs that align with organizational objectives. This position is based in Freehold, New Jersey, and presents an excellent chance to make a meaningful impact in the healthcare industry.</p><p>Key Responsibilities:</p><ul><li>Perform detailed analyses of compensation data to ensure alignment with market trends and company objectives.</li><li>Design and implement compensation programs aimed at enhancing employee retention and fostering engagement.</li><li>Conduct industry benchmarking studies to evaluate and compare compensation practices.</li><li>Oversee salary surveys and analyze findings to support strategic decisions.</li><li>Ensure compliance with laws and regulations applicable to compensation processes.</li><li>Partner with HR and leadership teams to deliver actionable insights and recommendations regarding salary structures.</li><li>Create and present reports to communicate findings and strategic plans for compensation.</li><li>Evaluate existing compensation initiatives and recommend improvements.</li><li>Support the creation and dissemination of company compensation policies and procedures.</li><li>Provide training and guidance to team members on topics related to compensation.</li></ul><p><br></p>
<p><strong>Be the voice behind the numbers and influence strategy at a global health leader!</strong> Our client, an industry-defining organization is hiring a <strong>Senior Financial Analyst</strong> for their high-performing FP& A team. This isn’t a back-office reporting role. With innovation and empathy at its core, the company is reshaping healthcare—and you’ll help power that transformation through data-driven strategy. More specifically, you will partner with Sales, Marketing, Operations, and other business units to lead a range of FP& A initiatives—from workforce planning and resource allocation to pricing strategy and market expansion. </p><p><br></p><p><strong>Position Overview:</strong></p><ul><li>Collaborate with regional leadership and function as a trusted advisor and financial thought partner.</li><li>Analyze financial and operational performance to spot trends, risks, and opportunities.</li><li>Provide actionable recommendations on high-impact decisions—think hiring, resourcing, marketing investments, and more.</li><li>Lead budgeting, forecasting, and monthly performance reviews for a key North American region.</li><li>Collaborate with the broader FP& A team on consolidated reporting, KPI tracking, and strategic planning.</li><li>Build dynamic models, run “what-if” scenarios, and drive ROI analyses to support clinical and business growth initiatives.</li></ul><p>If you’re ready to make a real impact at a purpose-driven organization, send your resume to <strong>Kristin.Kelleher@roberthalf</strong>.</p>
We are in need of a Desktop Support Analyst to join our team in the healthcare sector, located in Princeton, New Jersey. The role involves providing crucial technical support to our team, ensuring the smooth operation of our systems. This entails troubleshooting hardware, software, and network issues, as well as managing user accounts and access controls.<br><br>Responsibilities:<br><br>• Deliver both remote and deskside support to staff, addressing software, hardware, and network problems.<br>• Ensure the successful installation, configuration, and maintenance of Windows and macOS operating systems, along with printers and other peripherals.<br>• Take charge of managing user accounts and controlling access in Active Directory and O365.<br>• Support both cloud-based and on-premise IT environments, including the use of VPNs and remote desktop tools.<br>• Document all troubleshooting steps and IT procedures for future reference within the team.<br>• Collaborate effectively with other members of the IT team to escalate and resolve complex issues.<br>• Use your knowledge of Android Development, Cisco Technologies, Citrix Technologies, Computer Hardware, Dell Technologies, Active Directory, Apple Devices, Backup Technologies, and Configuration Management to effectively perform your role.
We are offering an exciting opportunity in the financial services industry, located in New York, for a Senior Systems Analyst. The role involves technical and functional administration of Workday Financial modules, collaborating with various teams to ensure alignment with organizational goals and compliance standards. <br><br>Responsibilities:<br><br>• Serve as a specialist in Workday Financials, integrating it with internal and third-party systems<br>• Collaborate with stakeholders to translate business requirements into functional and technical specifications<br>• Support the delivery of IT development services across the organization<br>• Oversee the technical administration of Workday, including data loads, troubleshooting, and scheduled tasks<br>• Design and run test plans to confirm that systems meet specified requirements and perform as expected<br>• Develop and maintain documentation for system configurations, processes, and procedures<br>• Monitor and troubleshoot job scheduling issues, ensuring timely execution of critical processes<br>• Create, modify, and support reports and dashboards using tools such as Snowflake and QlikSense<br>• Write and maintain complex SQL queries and scripts to support data analysis, integration, and reporting tasks<br>• Collaborate with developers and architects to design solutions that are scalable, efficient, and compliant with IT best practices<br>• Provide training and mentorship to entry level analysts and business partners.
<p><strong>Job Title:</strong> Faculty Information Systems Specialist</p><p><strong>Job Description:</strong></p><p>We are seeking a detail-oriented Faculty Information Systems Specialist with experience in higher education, faculty information systems, and managing faculty CV data. This role involves entering, updating, and maintaining accurate faculty records—such as appointments, credentials, and CV details—in compliance with institutional standards.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage and update faculty data, including CVs, in systems like Interfolio or Faculty Success</li><li>Ensure data accuracy and consistency</li><li>Coordinate with departments to verify faculty information</li><li>Support reporting and data audits</li></ul><p><br></p><p> </p><p> </p>
<p>We are looking for a skilled Billing Analyst to join a prestigious accounting and advisory firm located in New York, New York. This is a Contract-to-permanent position offering an excellent opportunity to collaborate with multiple partners and contribute to the firm's billing operations. The ideal candidate will have prior experience in the detail-oriented services sector and a strong background in billing processes.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and distribute invoices in accordance with the firm's billing policies and procedures.</p><p>• Collaborate closely with partners and the Billing Manager to ensure accurate and timely billing.</p><p>• Maintain and update accounts receivable records to ensure all transactions are properly documented.</p><p>• Utilize SAP and Microsoft Excel to manage billing data and generate reports.</p><p>• Handle project billing and ensure compliance with established guidelines.</p><p>• Identify and resolve billing discrepancies to maintain accuracy and efficiency.</p><p>• Monitor and follow up on outstanding invoices to ensure timely payments.</p><p>• Provide support during audits by preparing and organizing necessary billing records.</p><p>• Suggest process improvements to enhance the firm's billing operations.</p>
<p>Our client, a highly successful NYC hospitality organization, is currently looking for a Senior Financial Analyst to join their team. In this role you will supervise and mentor a team of Financial Analysts who support all properties and departments. In this dual-role position, you’ll oversee daily reporting and analysis, while playing a major role in shaping executive strategy with forward-thinking insights. </p><p><br></p><p>Responsibilities of this position will include:</p><p>· Supervise and develop a team of analysts—delegating based on skill, interest, and workload.</p><p>· Ensure timely and accurate delivery of routine financial reports and in-depth analyses.</p><p>· Collaborate with senior management, providing insights that directly influence business strategy.</p><p>· Uphold the vision of the VP of Planning & Analysis, ensuring quality, structure, and development across the team.</p><p>· Take a hands-on approach to analysis, stepping in as needed to support the team’s workload.</p><p><br></p><p>For immediate consideration for this position please send your resume to Ben.Turnbull@roberthalf.</p>
<p>We are looking for a detail-oriented Lease/Billing Analyst to join our team in Jericho, New York. In this role, you will play a key part in managing lease administration and billing processes, ensuring accuracy and efficiency in financial operations. This position is ideal for professionals with a strong background in accounts receivable and billing functions.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage billing transactions with accuracy and timeliness.</p><p>• Oversee accounts receivable activities, including tracking payments and resolving discrepancies.</p><p>• Utilize systems such as Aderant and Costpoint to streamline billing and reporting functions.</p><p>• Maintain and update lease administration records to ensure compliance with contract terms.</p><p>• Collaborate with clients and internal teams to address inquiries and provide exceptional customer service.</p><p>• Analyze lease agreements to ensure accurate billing and adherence to contractual obligations.</p><p>• Generate and export reports related to billing and lease data for management review.</p><p>• Identify and implement process improvements to enhance operational efficiency.</p><p>• Ensure compliance with relevant financial regulations and company policies.</p>
<p>We are looking for a skilled Contracts Pricing Analyst/Manager to join our team on a long-term contract basis in Piscataway, New Jersey. The ideal candidate will bring expertise in pricing strategies within the generic pharmaceutical industry, with a proven ability to work with retail clients and Group Purchasing Organizations (GPOs) such as McKesson, Cencora, and Cardinal. This role will involve leveraging analytical tools to drive pricing decisions and support key business objectives.</p><p><br></p><p>Responsibilities:</p><p>include developing and implementing pricing strategies aligned with organizational goals and market trends, collaborating with retail clients and Group Purchasing Organizations (GPOs) to optimize pricing models, and utilizing tools like SAP, Vistex, and Salesforce Sales Cloud for data management and analysis. The role involves conducting financial analysis to identify revenue opportunities, monitoring market dynamics and competitor pricing, and preparing detailed reports for stakeholder decision-making. Additionally, the position requires close collaboration with sales and marketing teams to align pricing with customer needs, ensuring compliance with company policies and regulations, and supporting the advancement of pricing systems to improve efficiency and accuracy</p>
We are looking for a skilled Business Analyst to join our team on a long-term contract basis in New York, New York. In this role, you will collaborate with cross-functional teams to streamline processes, ensure operational excellence, and contribute to systematic improvements. This position offers the opportunity to work in an agile environment while engaging with stakeholders across operations and technology.<br><br>Responsibilities:<br>• Analyze and interpret security settlement processes within capital markets, ensuring a thorough understanding of the settlement lifecycle.<br>• Collaborate with cross-functional teams to identify best practices and promote end-to-end process consistency.<br>• Develop and maintain dashboards and reports that provide actionable insights to monitor operational performance.<br>• Conduct detailed evaluations of data across multiple sources, reconciling discrepancies and recommending solutions.<br>• Work closely with developers to understand data structures, sources, and systematic processes during system development.<br>• Compile comprehensive PowerPoint presentations for senior leadership discussions.<br>• Identify and address data integrity and systematic issues across various platforms, ensuring prioritized fixes.<br>• Create detailed business and technical user stories within Jira to support agile team initiatives.<br>• Execute Python scripts and analyze logs using command-line tools to support data-driven decision-making.
We are looking for a skilled Financial Analyst/Manager to lead and optimize financial planning and analysis efforts within our organization. This role requires a strategic thinker who can deliver actionable insights, drive financial performance, and support decision-making at the executive level. Based in Stamford, Connecticut, the position offers an exciting opportunity to shape the financial strategies of a dynamic team.<br><br>Responsibilities:<br>• Oversee the budgeting, forecasting, and planning processes to ensure alignment with organizational goals and strategic objectives.<br>• Build and maintain detailed financial models to support capital planning, profitability assessments, and long-term growth strategies.<br>• Analyze financial data and trends, providing senior management with insights and recommendations to drive informed decision-making.<br>• Collaborate with various business units to design tailored budgets, forecasts, and performance metrics that meet their operational requirements.<br>• Prepare and present accurate financial reports, including variance analyses and risk/opportunity assessments, for executive stakeholders.<br>• Conduct financial due diligence and scenario modeling to support strategic initiatives such as mergers, acquisitions, or process improvements.<br>• Serve as a trusted advisor to leadership by delivering financial insights that guide business strategies and priorities.<br>• Lead, mentor, and develop a high-performing FP& A team, fostering innovation and a culture of continuous improvement.
We are looking for a skilled and detail-oriented Business Analyst to contribute to the development and improvement of our Global Portal. In this role, you will work closely with diverse teams, including Product Management, IT, Operations, and Business Stakeholders, to create solutions that enhance the digital experience for customers. This is a long-term contract position based in Piscataway, New Jersey.<br><br>Responsibilities:<br>• Analyze and document business, functional, and non-functional requirements by conducting workshops, interviews, and system evaluations.<br>• Develop detailed process maps to identify inefficiencies, gaps, and opportunities for optimization and automation.<br>• Collaborate with cross-functional teams to create and maintain clear use cases and workflow diagrams.<br>• Facilitate alignment among Product Management, Development, QA, and Stakeholders to ensure mutual understanding of priorities and requirements.<br>• Support the testing phase by creating test cases, assisting in execution, and validating results during User Acceptance Testing.<br>• Provide training and knowledge transfer for both internal teams and external customers, ensuring seamless adoption of new features.<br>• Act as a subject matter expert for the Global Portal, ensuring consistency in customer experience across different regions and products.<br>• Partner with change management teams to prepare businesses for new portal enhancements and ensure successful implementation.<br>• Coordinate with Product and Program Managers to monitor project progress, address risks, and manage scope adjustments.
We are seeking a diligent Systems Analyst I within the Financial Services industry, to be based in NEW YORK, New York, United States. This role involves the utilization of your extensive skills in Workday, Workday Financial Management, Workday Studio, SQL, Snowflake, and Qlik Sense, to support our team in maintaining and enhancing our financial systems. <br><br>Responsibilities:<br><br>• Take on the role of subject matter expert for Workday Financials, including its integrations with internal and third-party systems.<br>• Work closely with business stakeholders to understand, analyze, and document business requirements, translating these into functional and technical specifications.<br>• Contribute significantly to the delivery of IT development services, ensuring alignment with the company's objectives and compliance standards.<br>• Handle technical administration tasks for Workday, including Workday Studio integrations, data loads, troubleshooting, and scheduled tasks.<br>• Design and implement test plans to ensure systems meet specified requirements and perform as expected.<br>• Develop and maintain documentation for system configurations, processes, and procedures.<br>• Monitor and troubleshoot job scheduling issues, ensuring timely execution of critical processes.<br>• Create, modify, and support reports and dashboards using tools such as Snowflake, Crystal Reports, or QlikSense.<br>• Write and maintain complex SQL queries and scripts to support data analysis, integration, and reporting tasks.<br>• Collaborate with developers and architects to design solutions that are scalable, efficient, and compliant with IT best practices.<br>• Provide training, guidance, and mentorship to entry level analysts and business partners.
<p>A large academic institution is seeking a proactive and strategic <strong>Business Process Analyst</strong> to evaluate, optimize, and support business operations related to its <strong>Salesforce Service Cloud</strong> platform. This individual will work closely with department heads and stakeholders across multiple departments, providing insight and recommendations to improve student-facing services, advisor workflows, and internal processes.</p><p>This role will serve as a key bridge between business operations and technical development, helping to ensure the institution is making the most effective and efficient use of its Salesforce platform.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud</li><li>Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements</li><li>Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation</li><li>Support the configuration and optimization of Service Cloud agents, case routing, and automation processes</li><li>Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations</li><li>Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools</li><li>Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements</li><li>Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments</li><li>Support the broader implementation of Salesforce Service Cloud across academic and administrative units</li></ul><p><br></p>
<p>We are in the hunt for a Business Analyst to join our team located in New York. As a Business Analyst, this role is integral to our operations, with responsibilities encompassing strategic planning, financial reporting, budgeting, and sales analysis. The selected candidate will also be tasked with managing office functions, improving processes, and handling ad hoc financial requests.</p><p><br></p><p>What you get to do every single day:</p><p>• Assist with strategic planning, including the development of forecasts, budgets, and financial reports.</p><p>• Facilitate office functions, such as preparing and analyzing various financial reports and data prior to submission.</p><p>• Analyzing and reporting on sales, operating income, and cash flow on a weekly basis.</p><p>• Contributing to capital management by developing and maintaining program working capital in the FCST system.</p><p>• Conducting variance analysis for program cash and collaborating with program finance to develop monthly forecasts.</p><p>• Recognizing and addressing variances, working with relevant individuals to identify potential corrective actions, risks, or opportunities.</p><p>• Creating and delivering executive level presentations to both finance and non-finance personnel.</p><p>• Participating in annual operating plan development.</p><p>• Executing monthly balance sheet and cash analysis/forecast and variance analysis.</p><p>• Participating in financial reporting process improvement projects.</p><p>• Developing tools, templates, and processes to simplify data gathering and report preparation, ensuring relevancy and appropriate detail.</p><p>• Handling ad hoc financial requests and managing multiple tasks independently.</p>
<p>Position Summary:</p><p>We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.</p><p><br></p><p>Key Responsibilities:</p><p>Strategy & Planning</p><p>Partner with business leaders to understand strategic goals and translate them into actionable initiatives.</p><p>Identify opportunities for process improvement and technology enablement.</p><p>Requirement Gathering</p><p>Conduct detailed business analysis to capture functional and non-functional requirements.</p><p>Facilitate workshops, interviews, and documentation sessions with stakeholders.</p><p>Project Delivery</p><p>Lead cross-functional project teams from initiation through execution.</p><p>Ensure timely delivery of solutions aligned with business objectives and compliance standards.</p><p>Stakeholder Management</p><p>Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.</p><p>Build and maintain strong relationships across departments to ensure alignment and transparency.</p><p>Data Analysis & Reporting</p><p>Analyze data to uncover trends, insights, and opportunities for optimization.</p><p>Develop and maintain dashboards and reports to track project progress and business performance.</p><p><br></p>
<p>We are offering a contract to permanent employment opportunity for a Sr. Financial Analyst in Woodbridge, New Jersey. As a Sr. Financial Analyst, you will be instrumental in supporting finance functions including forecasting, analytics, and financial planning. This role will be required to be onsite 3 days a week (hybrid schedule). Experience in pharmaceutical or life sciences companies is preferred.</p><p><br></p><p>Responsibilities:</p><ol><li><strong>Strategic Financial Planning</strong>: Develop, implement, and oversee financial strategies, including forecasting, budgeting, and long-term financial planning to support business objectives.</li><li><strong>Financial Reporting and Compliance</strong>: Manage accurate and timely financial reporting while ensuring compliance with relevant regulations, tax laws, and corporate policies. Strong knowledge of ERP systems is typically required.</li><li><strong>Team Leadership and Development</strong>: Lead and mentor the finance team, ensuring effective performance management, training, and collaboration to foster a high-performing department.</li><li><strong>Risk Management</strong>: Identify and mitigate financial risks by evaluating business activities, reviewing internal controls, and ensuring the organization’s financial stability</li><li><strong>Data Analysis and Decision Support</strong>: Analyze financial data, develop KPIs, and provide actionable insights to senior management to guide decision-making and drive operational efficiency.</li></ol>
We are looking for an experienced FP& A Director to join a leading apparel manufacturing company in New York, New York. This is a contract position requiring a minimum commitment of two months, with the possibility of extension. The ideal candidate will possess a strong understanding of financial planning and analysis best practices, along with the ability to train and guide analysts at the entry level to achieve optimal performance.<br><br>Responsibilities:<br>• Oversee the financial planning and analysis processes, ensuring accuracy and efficiency in budgeting, forecasting, and reporting.<br>• Implement best practices and process improvements to enhance team productivity and financial performance.<br>• Provide mentorship and training to entry-level analysts, fostering their growth and ensuring high-quality outputs.<br>• Analyze and interpret financial data to deliver actionable insights for business decision-making.<br>• Collaborate with cross-functional teams to align financial strategies with company goals.<br>• Manage and refine annual budgeting processes to ensure transparency and accountability.<br>• Develop robust financial models to support strategic planning and operational initiatives.<br>• Communicate openly with team members, identifying and addressing potential issues proactively.<br>• Drive improvements in financial accuracy and reporting through methodical and process-oriented approaches.<br>• Leverage experience in retail or consumer goods to provide industry-specific insights and recommendations.
