<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>We are looking for a dedicated Logistics Analyst to oversee and optimize supply chain operations, both domestically and internationally, from our West Caldwell, New Jersey location. This role involves ensuring seamless inventory management, timely deliveries, and compliance with regulatory standards while collaborating with cross-functional teams. The ideal candidate will contribute to the efficiency of warehouse operations and maintain strong relationships with suppliers and logistics partners.</p><p><br></p><p>Responsibilities:</p><p>• Manage inventory processes, including order tracking and shipment coordination, using company systems.</p><p>• Oversee domestic and international logistics to ensure timely pickups, deliveries, and carrier selection.</p><p>• Coordinate supplier onboarding, purchase orders, and procurement activities to maintain operational efficiency.</p><p>• Conduct cycle counts and maintain accurate inventory documentation to support warehouse operations.</p><p>• Monitor international shipping regulations, apply HS codes, and liaise with customs brokers for compliance.</p><p>• Develop cost analysis tools and pricing models to inform sourcing and logistics decisions.</p><p>• Support material handling and warehouse operations, including forklift operation when certified.</p><p>• Assist in preparing quality documentation and inspections to align with company standards.</p><p>• Collaborate with teams across operations, quality assurance, finance, and global departments to streamline processes.</p><p>• Track tariffs and shipping costs to ensure compliance and cost-effectiveness.</p>
<p>Our team is seeking a motivated Import Specialist for a temp-to-hire opportunity with a reputable and growing company located in Uniondale, NY. In this role, you will support import operations, ensure compliance with customs regulations, and provide excellent communication with vendors and internal teams. This is an excellent chance to build your career in international logistics while working in a face paced environment.</p><p><br></p><p><strong>Key Duties:</strong></p><ul><li>Coordinate and track import shipments to ensure timely delivery</li><li>Prepare and review import documentation (invoices, bills of lading, packing lists, etc.)</li><li>Communicate with customs brokers, freight forwarders, and vendors to resolve shipment issues</li><li>Ensure compliance with U.S. customs laws and import regulations</li><li>Manage database entries and maintain accurate records for all import transactions</li><li>Assist with tariff classifications, duty calculations, and audits</li><li>Collaborate with internal teams to support business needs</li></ul>
We are looking for a detail-oriented Inventory Clerk to join our team in Farmingdale, New York. This role is essential to maintaining accurate inventory records and ensuring smooth operations within our construction-focused environment. The ideal candidate will have a strong background in inventory management and a commitment to efficiency.<br><br>Responsibilities:<br>• Monitor and track inventory levels to ensure accurate records are maintained.<br>• Conduct regular physical inventory checks and reconcile discrepancies.<br>• Collaborate with assembly lines to coordinate inventory needs and minimize disruptions.<br>• Manage annual inventory processes, including planning, execution, and reporting.<br>• Maintain proper documentation for all inventory transactions and asset tracking.<br>• Identify and address issues related to inventory shortages or overages.<br>• Implement strategies to optimize inventory flow and reduce waste.<br>• Assist in the development and improvement of inventory management systems.<br>• Generate detailed inventory reports for management review.<br>• Ensure compliance with company policies and safety standards in all inventory-related activities.
<p>We are seeking a results-driven Financial Analyst/Associate (Pricing) to join our Finance & Analytics team. In this role, you will play a key part in developing and executing pricing strategies, analyzing customer profiles and market dynamics to optimize decisions that drive profitability and long-term value. You will build, maintain, and enhance pricing models to support business partners and actively identify process improvements that lead to greater operational outcomes. This position is ideal for a strategic thinker with strong analytical skills who thrives on transforming complex data into actionable business recommendations.</p>
<p><strong>Job Description: Financial Analyst</strong></p><p><strong>Overview:</strong></p><p>We are seeking a Financial Analyst to join our team, supporting critical decision-making and strategic initiatives. The ideal candidate will hold a degree in Finance, possess strong Excel and financial modeling skills, and have at least 2 years of professional experience in a financial analyst role.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop, maintain, and update financial models to forecast business performance, support budgeting, and evaluate strategic options</li><li>Analyze financial results and trends, preparing reports and presenting actionable insights to management</li><li>Support monthly, quarterly, and annual financial reporting and variance analysis</li><li>Assist in budgeting, planning, and forecasting activities</li><li>Conduct ad-hoc analysis to support business operations and project initiatives</li><li>Collaborate with cross-functional teams on financial data collection and analysis</li><li>Utilize advanced Excel functions (pivot tables, vlookups, complex formulas) to manipulate and analyze data</li><li>Ensure accuracy and integrity of financial information</li></ul><p><br></p>
<p>We are looking for a dedicated Financial Analyst to join our team in Upper Saddle River, New Jersey. The ideal candidate will excel in financial analysis and modeling, supporting the organization’s decision-making process with accurate insights and data-driven recommendations. This role is an excellent opportunity for someone who is detail-oriented and passionate about turning complex financial data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily financial operations for the speaker bureau, including budgeting, forecasting, accruals, and variance analysis</li><li>Develop and oversee Statements of Work (SOWs), ensuring required approvals</li><li>Create and manage budgets, proposals, and complex SOWs</li><li>Prepare and deliver monthly budgets, accrual reports, and financial updates</li><li>Partner with Program Directors to review monthly accruals</li><li>Ensure accurate reconciliations and client-ready financial reports</li><li>Provide invoicing details to Accounts Receivable for timely billing</li><li>Set up new projects, including job numbers and records</li><li>Ensure compliance with internal and client SOPs</li><li>Support client meetings, accrual discussions, and process improvement efforts</li></ul>
<p><strong>Financial Analyst – Ongoing Career Opportunities</strong></p><p>📍 New Jersey | Hybrid & On‑Site Options</p><p>💼 Industry‑diverse clients | Contract & contract‑to‑hire</p><p><br></p><p>We’re continuously connecting with <strong>Financial Analysts</strong> who enjoy turning data into insights and partnering with leadership to drive smart business decisions. This is <strong>not a single open role</strong>, but an ongoing opportunity to be considered for <strong>current and upcoming Financial Analyst positions</strong> with well‑established companies throughout New Jersey.</p><p>Whether you’re actively exploring or simply open to the right opportunity, we’d love to start the conversation.</p><p><br></p><p>Typical Responsibilities May Include:</p><ul><li>Financial modeling, forecasting, and variance analysis</li><li>Budgeting and month‑end / quarterly reporting support</li><li>KPI tracking, dashboard creation, and ad hoc analysis</li><li>Partnering with FP&A, accounting, and operational teams</li><li>Supporting strategic initiatives and process improvements</li></ul>
We are looking for an experienced Financial Analyst to join our team in New York, New York. This position plays a key role in managing budgets, overseeing financial reporting, and ensuring compliance with grant agreements. As part of our non-profit organization, you will collaborate closely with program and regional staff to support financial planning and analysis for global programs and initiatives.<br><br>Responsibilities:<br>• Collaborate with program and regional teams to create detailed budgets and forecasts for various programs, grants, departments, and offices worldwide.<br>• Manage financial reporting across departments, regions, and grants, ensuring adherence to specific guidelines outlined in grant agreements.<br>• Provide guidance to departments and regional staff on budgeting, allocation processes, and financial reporting requirements.<br>• Develop and maintain templates for restricted and unrestricted grant budget-to-actual reports, ensuring accurate tracking and timely updates.<br>• Monitor grant balances and prepare detailed reports on a monthly basis or as requested.<br>• Support the organization in meeting financial compliance standards for both restricted and unrestricted funding sources.<br>• Analyze financial data to identify trends and provide actionable insights for decision-making.<br>• Ensure proper allocation of resources in alignment with organizational goals and grant requirements.<br>• Assist in preparing financial models to evaluate program feasibility and sustainability.<br>• Work closely with leadership to improve financial processes and reporting mechanisms.
We are looking for a detail-oriented Financial Analyst to join our team in Parsippany, New Jersey. This role involves supporting sales systems, managing trade spend analytics, and enhancing forecasting processes to drive strategic decision-making. The ideal candidate will excel in data analysis, process improvement, and cross-functional collaboration.<br><br>Responsibilities:<br>• Maintain and improve BluePlanner systems to ensure the accuracy of pricing, promotions, customer hierarchies, and trade budgets.<br>• Provide direct support to Sales Managers by guiding system navigation and promoting effective use of tools.<br>• Audit system entries to identify and resolve discrepancies, ensuring continuous improvement in data integrity.<br>• Develop tools and frameworks to monitor trade spend and deliver insights for strategic decision-making.<br>• Analyze promotional performance using syndicated data to identify trends and recommend actionable improvements.<br>• Collaborate with Sales Managers to conduct quarterly trade reviews, presenting insights and corrective actions.<br>• Partner with Sales and Operations teams to validate and refine forecast inputs, ensuring alignment with business goals.<br>• Enhance forecasting processes and tools to improve visibility and accuracy in volume estimations.<br>• Identify opportunities to automate and streamline reporting processes, boosting operational efficiency.<br>• Translate complex data into actionable insights and recommendations for cross-functional teams.
<p>A busy company in the Fairfield area is seeking a Purchasing Analyst to join their growing organization. This Purchasing Analyst will get the chance to join an expanding team that offers career advancement and a flexible work schedule. The ideal Purchasing Analyst will have strong Excel skills including proficiency with Pivot Tables and VLOOKUPS and come from a manufacturing industry (not required). This Purchasing Analyst role is a data-driven one responsible for analyzing, developing, and executing sourcing strategies that support new business initiatives and ongoing production needs. This Purchasing Analyst position partners cross-functionally to evaluate supplier capabilities, model costs, and optimize supply chain decisions to drive profitability, scalability, and operational efficiency. Other responsibilities required of this Purchasing Analyst are below:</p><p><br></p><p><strong>Purchasing Analyst Key Responsibilities</strong></p><ul><li>Analyze and evaluate potential suppliers based on cost structures, capacity, quality, and lead-time performance.</li><li>Develop and maintain a pipeline of qualified suppliers using data-driven assessment methods.</li><li>Build cost models and perform comparative analyses to support new business opportunities and product launches.</li><li>Partner with Sales and Finance to provide sourcing insights for quoting, forecasting, and margin optimization.</li><li>Collect, analyze, and benchmark supplier quotations to identify cost drivers and savings opportunities.</li><li>Lead data-supported pricing negotiations and optimize commercial terms with suppliers.</li><li>Translate demand forecasts and inventory data into purchasing plans and procurement strategies.</li><li>Monitor purchase orders, supplier performance, and key KPIs to ensure on-time delivery and supply continuity.</li><li>Develop sourcing strategies that balance cost, risk, scalability, and operational requirements.</li><li>Analyze supplier performance and drive continuous improvement across cost, quality, and delivery metrics.</li></ul><p>This Purchasing Analyst position is paying between $75,000 and $85,000 annually depending on experience. If interested in this Purchasing Analyst role please apply today! </p>
<p>We are looking for a skilled Data Analyst to join our team. In this role, you will transform complex datasets into actionable insights that drive business decisions. This position offers an exciting opportunity to collaborate with stakeholders while leveraging advanced tools and techniques to optimize data processes.</p><p><br></p><p>Responsibilities:</p><p>• Design, implement, and manage data pipelines and reporting systems to support strategic decision-making.</p><p>• Develop and maintain interactive dashboards and reports using Power BI to monitor and visualize key metrics.</p><p>• Utilize SQL to extract, transform, and analyze data from diverse sources, ensuring accuracy and consistency.</p><p>• Create Python scripts to automate data workflows, perform analysis, and improve operational efficiency.</p><p>• Partner with stakeholders to understand reporting requirements and translate them into effective technical solutions.</p><p>• Conduct data quality assessments and establish validation protocols to ensure data reliability.</p><p>• Document data processes, methodologies, and technical specifications for future reference.</p><p>• Analyze datasets to uncover trends, patterns, and anomalies, providing actionable insights and recommendations.</p>
Professional Qualifications:<br>• 5+ years experience in IT as a Technical Business analyst/system analyst and created functional requirements for complex projects within the Insurance P&C domain.<br>• Good understanding of the underwriting process includes the policy lifecycle, coverages, endorsements, forms, rating, etc.<br>• Experience in working in Underwriting and Claims applications.<br>• Experience in data integration and data quality projects.<br>• Ability to work with technical teams (developers, architects, QA, infrastructure), business users and software vendors to document requirements on time<br>• Excellent understanding of how technology impacts the business.<br>• Excellent team player with a proven background of individual contribution.<br><br>Preferred Technical Skills:<br>• Insurance Policy Administration System experience (Duck Creek, Guidewire, etc.)<br>• Understanding of XML and/or JSON languages is a plus<br>• Strong SQL skills to query SQL databases
<p>We are looking for a skilled Bookkeeper/Business Analyst to join a dynamic construction company in West Babylon, New York. In this role, you will utilize your analytical expertise to evaluate processes, identify gaps, and recommend solutions that align with business goals. This position offers an opportunity to collaborate with cross-functional teams and contribute to optimizing operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business processes to identify inefficiencies and recommend improvements.</p><p>• Conduct gap analysis to assess discrepancies between current and desired states.</p><p>• Review and evaluate documentation to ensure compliance with organizational standards.</p><p>• Provide customer service support through call center operations when needed.</p><p>• Interpret data and create detailed reports to aid in decision-making processes.</p><p>• Work closely with construction teams to align business objectives with operational needs.</p><p>• Develop cost-effective solutions that enhance performance and reduce waste.</p><p>• Facilitate meetings and workshops to communicate findings and project updates effectively.</p>
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.
<p>Accelerated growth has led us to seek an experienced Business Analyst to optimize our operations systems, streamline integrations, and enhance business intelligence capabilities. Reporting directly to the Director of Digital Product, you'll drive the continuous improvement and effective use of technology to elevate our operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with Operations and Product teams to identify, document, and solve complex WMS and backend system challenges.</p><p>• Provide software analysis and requirements when it comes to operational implementations, (EDI, Shipping methods, WMS systems, Automation)</p><p>• Coordinate data transfer / API troubleshooting and liaise effectively between vendors and internal Product Team members, ensuring accurate communication of technical issues.</p><p>• Design, execute, and oversee rigorous system testing and validation processes, particularly within sandbox environments for WMS or supply chain applications</p><p>• Support integration projects with external vendors and actively contribute to requirements development.</p><p>• Conduct detailed business intelligence and data analysis, identifying critical issues related to customs duties, postage fees, and other operational expenditures to avoid financial losses.</p><p>• Actively contribute to Operational technical system requirements such as Quickbase and CMMS</p><p> Troubleshoot and analyze software issues related to fulfillment and other operational technologies</p><p>Qualifications:</p><p>• 4+ years of experience supporting or implementing software systems, preferably in product management or business analysis roles.</p><p>• 4+ years combined experience in warehouse management systems (WMS), supply chain technologies, EDI implementations, or similar domains.</p><p>• Experience performing rigorous software testing and validation in Agile environments.</p><p>• Ability to read, interpret, and communicate API functionality effectively.</p><p>• Excellent documentation and communication skills, capable of clearly translating complex requirements across teams.</p><p>• Strong analytical and technical troubleshooting skills; able to communicate clearly and propose actionable solutions.</p><p>• A collaborative, solution-focused mindset, able to manage projects independently from conception through implementation.</p><p>• Proactive, organized, and detail-oriented, with excellent interpersonal and communication abilities.</p><p>• A passion for continuous learning and adapting quickly to evolving challenges.</p><p>• Willingness and ability to be present onsite or maintain frequent visits to facilitate smooth operations, knowledge transfer, and team collaboration.</p>
We are looking for a skilled Budget Analyst to join our team in Staten Island, New York. In this Contract to permanent position, you will play a key part in managing and coordinating budget processes, grant support, and financial compliance for a nonprofit organization. This position offers an opportunity to contribute to impactful projects while ensuring fiscal accountability and strategic planning.<br><br>Responsibilities:<br>• Lead the annual budget planning process for city, state, federal, and foundation grants, ensuring alignment with organizational needs.<br>• Prepare, review, and submit grant budgets, modifications, and monthly reports in collaboration with program staff.<br>• Monitor expenditures, manage timely submission of vouchers, drawdowns, invoices, and financial reports.<br>• Track grant performance against budgets and provide monthly updates to leadership.<br>• Assist in preparing regulatory cost reports and address inquiries from auditors or funders.<br>• Develop and refine tools and templates to streamline budget planning and tracking.<br>• Oversee payroll distribution and ensure accurate allocation of salaries and fringe benefits across various grants.<br>• Allocate shared and indirect costs across funding streams using approved methodologies.<br>• Manage and track funding for workforce enhancement initiatives and cost-of-living adjustments.<br>• Support procurement processes by maintaining compliance policies, reviewing contracts, and identifying cost-effective purchasing solutions.
<p>A client in Parsippany, NJ is looking to hire a Sales & Operations Analyst to help drive analytics, KPI management, and dashboards between their Sales and Operations teams. The Sales & Operations Analyst will liaise among the finance and sales/marketing/operation heads to enhance the use of systems and technology for the purposes of improving pricing analysis, analyzing promotional information, managing trade budgets, and handling ROI analysis. Strong forecasting and modeling experience is desired, as is working knowledge of IRI / Nielsen data. </p>
<p>We are looking for a detail-oriented Revenue Analyst to join our team in Central New Jersey. This role requires a strong analytical mindset and expertise in healthcare revenue cycles, including payer and commercial insurance processes for surgical procedures. The position offers flexibility, with the option to work remotely or occasionally visit the office.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analyses of revenue cycles, focusing on payer and insurance processes for surgical procedures.</p><p>• Develop and maintain financial reports using tools such as Power BI and Excel to support decision-making.</p><p>• Apply coding principles and classifications to ensure accurate revenue recognition and compliance.</p><p>• Collaborate with management to present findings and recommendations clearly and effectively.</p><p>• Monitor and evaluate revenue trends to identify opportunities for optimization.</p><p>• Ensure proper coding practices are followed to support accurate financial reporting.</p><p>• Support the integration of new practices into the revenue cycle framework as the organization grows.</p><p>• Identify discrepancies in revenue data and implement corrective measures.</p><p>• Provide insights and analytics to improve operational efficiency within the revenue cycle.</p><p>• Partner with cross-functional teams to align revenue strategies with organizational goals.</p>
<p>We are looking for a Compliance/Operations Analyst to join our team in New York, New York. In this role, you will play a vital part in ensuring adherence to regulatory standards and operational excellence within a dynamic financial services environment. The ideal candidate will have a strong understanding of compliance processes and a keen eye for detail.</p><p><br></p><p><u>Client Onboarding</u></p><p>• Review and process new account documentation</p><p>• Ensure completeness and regulatory accuracy of client files</p><p>• Follow up on missing documentation</p><p>• Maintain organized electronic records</p><p><u>Compliance Support</u></p><p>• Perform KYC, CIP, and AML documentation checks</p><p>• Conduct TRACE trade reporting reviews and reconciliations</p><p>• Assist with internal and external audit preparation</p><p>• Escalate potential compliance concerns appropriately</p><p><u>Credit & Documentation</u></p><p>• Support periodic credit review processes</p><p>• Gather and analyze required credit documentation</p><p>• Ensure alignment with internal policies and regulatory requirements</p><p><u>Operational Support</u></p><p>• Track workflow deadlines and maintain process integrity</p><p>• Update internal systems accurately and consistently</p><p>• Communicate effectively with internal stakeholders</p>
<p>We are looking for an experienced Data Security Analyst. This long-term contract position requires a detail-oriented individual with a strong background in Active Directory management and advanced cybersecurity practices. The ideal candidate will excel in troubleshooting, technical execution, and utilizing tools to safeguard enterprise systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead technical operations and execution within complex, multi-site Active Directory environments.</p><p>• Perform advanced troubleshooting to diagnose and resolve Active Directory issues efficiently.</p><p>• Develop and implement PowerShell scripts to automate tasks and enhance system functionality.</p><p>• Collaborate with teams to ensure compliance with cybersecurity policies and standards.</p><p>• Utilize SIEM tools to monitor and address security incidents effectively.</p><p>• Conduct regular assessments of application security to identify vulnerabilities and implement solutions.</p><p>• Provide expert guidance on cybersecurity strategies to protect enterprise systems.</p><p>• Maintain and enhance security frameworks to safeguard sensitive data.</p><p>• Deliver training and support to teams on best practices for data security.</p><p>• Stay updated on emerging threats and technologies to proactively address security challenges.</p>
<p>We are looking for a skilled Data Warehouse Analyst to join our team in New Jersey. In this role, you will transform logistics challenges into actionable insights through advanced data analysis and reporting. By collaborating with cross-functional teams, you will play a pivotal role in enhancing operational efficiency and driving key business decisions.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Operations, Transportation, and Finance teams to establish and refine KPIs that drive logistics and fulfillment performance.</p><p>• Develop and optimize labor planning and forecasting models for warehouse and delivery operations, partnering closely with recruitment teams.</p><p>• Analyze distribution and fulfillment data to uncover performance trends and identify cost-saving opportunities.</p><p>• Design and maintain dashboards and reports to provide real-time insights into logistics metrics, including delivery times, warehouse productivity, and route optimization.</p><p>• Automate reporting processes to improve accuracy and timeliness of operational data.</p><p>• Continuously enhance data integrity and streamline workflows to optimize logistics operations.</p><p>• Work on data modeling and warehousing projects to support scalable analytics and reporting solutions.</p><p>• Partner with stakeholders to deliver clear and actionable insights to improve decision-making processes.</p><p>• Investigate and implement tools and techniques to improve overall business intelligence capabilities.</p>
<p><strong>Summary</strong></p><p>The Business Intelligence Analyst (Entry Level) supports the Business Intelligence & Data team by understanding and writing data queries, building visualizations, and working with end users to obtain clear and concise report requirements. The candidate should have familiarity with data models/relationships and strong analytical skills with great attention to detail. Eagerness to learn the business is a must. </p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist in developing, maintaining, and enhancing dashboards and reports using BI tools </li><li>Extract, transform, and load (ETL) data from various sources into BI tools and databases </li><li>Perform data validation, reconciliation, and quality checks across multiple data sources</li><li>Translate business requirements into technical reporting specifications</li><li>Document data sources, transformations, metrics definitions, and report logic</li><li>Collaborate with BI & Data team and business stakeholders to produce impactful reports</li></ul><p><br></p>
<p><strong>Market Analyst - Energy Trading</strong></p><p>Our client a boutique Energy Trading firm based in Westport, CT continues to build out their trading team. This analytics role focused on market trends, commodity data, and provides insights that support trading decisions. The position will dive into supply and demand analytics to forecast price trends, and research one off events providing the traders with probable market / pricing impacts. For immediate consideration email resume to austin.royle@rhi.</p>
We are looking for an entry-level Financial Analyst to join our team on a long-term contract basis in Stamford, Connecticut. This role offers a hybrid work schedule, with three days on-site (Tuesday through Thursday) and remote work on Mondays and Fridays. In this position, you will contribute to various financial and reporting activities while gaining valuable experience in the financial services industry.<br><br>Responsibilities:<br>• Assist in overseeing mutual fund custody, treasury operations, and financial reporting activities.<br>• Review and analyze security pricing, particularly for fixed income securities and derivatives, and present findings to the Pricing Committee.<br>• Monitor and coordinate activities with the Funds’ custodian, including the opening of custody accounts.<br>• Evaluate and review regulatory filings, such as shareholder reports and updates to Form N-1A.<br>• Support the preparation and monitoring of fund expense budgets and manage the expense payment process.<br>• Contribute to the creation and maintenance of reports for the Board of Trustees, subadvisors, and management.<br>• Collaborate on new fund launches, mergers, liquidations, proxies, and share class changes as needed.<br>• Perform data analysis and reporting tasks using tools such as Microsoft Excel.<br>• Ensure compliance with internal and external financial regulations and policies.