<p><strong>Robert Half Permanent Placement</strong> is excited to partner with an established food manufacturer in <strong>Akron, NY</strong> on their search for an experienced <strong>Quality Manager.</strong> This exciting role offers a base salary of <strong>$125,000</strong> and a comprehensive benefits package. Our great client has been an integral part of the community with roots dating back 100 years! This position is opening due to an upcoming retirement and is a fantastic opportunity to learn the role side-by-side with someone that has held the position for 8+ years.</p><p> </p><p><strong>Responsibilities include but not limited to:</strong></p><p> </p><ul><li>Lead the plant’s food safety and quality programs, including serving as the SQF (Safe Quality Food) Practitioner and maintaining audit readiness at all time</li><li>Manage SQF systems, HACCP (Hazard Analysis Critical Control Point) plans, food safety documentation, and corrective/preventive action programs to ensure compliance and effectiveness</li><li>Oversee compliance and monitor regulatory changes, translating requirements into plant practices</li><li>Own the facility’s Health & Safety program, including policies, training, PPE compliance, safety audits, and incident investigations</li><li>Supervise the Quality Control and Sanitation teams, establishing procedures, accountability, and standards that support consistent product quality</li><li>Direct quality assurance efforts across the full manufacturing process, including audits, inspections, microbiological programs, and testing protocols for raw materials and finished goods</li><li>Partner with Purchasing on supplier quality, including supplier approval, audits, and resolution of quality-related issues</li><li>Drive process improvement, environmental compliance, staff training, and performance reporting to strengthen plant operations, sustainability, and a culture of safety and quality</li></ul><p><br></p>
<p>Our established client seeks a Tax Accountant. The Tax candidate will be responsible for preparing both individual and corporate tax returns. May also assist clients with tax compliance.</p>
We are looking for an experienced Tax Manager to join a public accounting team in Buffalo, New York. This position will lead tax operations across individual and business engagements while helping maintain strong compliance standards in a financial services environment. The ideal candidate brings deep technical tax knowledge, leadership capability, and the ability to guide staff through evolving regulatory requirements.<br><br>Responsibilities:<br>• Lead the preparation and review of individual and corporate tax filings to ensure accuracy, completeness, and timely delivery.<br>• Supervise tax professionals by assigning work, providing feedback, and supporting ongoing development across the team.<br>• Monitor tax compliance activities and help ensure all filings align with current federal, state, and local regulations.<br>• Interpret new and changing tax rules and communicate practical guidance to staff and stakeholders.<br>• Oversee annual income tax provision work and confirm supporting schedules are prepared in accordance with applicable standards.<br>• Manage the use of tax software, including CCH ProSystem Fx and CCH Sales Tax, to support efficient reporting and compliance processes.<br>• Advise on entity formation considerations and related tax implications for business clients.<br>• Partner with internal leadership and clients to resolve tax issues, address notices, and improve overall tax planning efforts.
We are looking for a Financial Planning & Analysis Manager to provide strategic financial leadership and support sound decision-making across the organization in Orchard Park, New York. This role will oversee budgeting, forecasting, and analytical activities that help leaders evaluate priorities, allocate resources effectively, and maintain financial stability. The ideal candidate brings strong business partnership skills, advanced financial modeling expertise, and the ability to translate complex data into practical recommendations.<br><br>Responsibilities:<br>• Direct the annual operating and capital planning cycle, coordinating input from stakeholders and ensuring financial plans reflect organizational priorities.<br>• Build and manage long-range forecasts that support sustainable planning and inform future investment decisions.<br>• Serve as the lead financial advisor to the Vice President by delivering timely insights, reporting, and guidance on operational performance.<br>• Perform detailed analyses of programs, capital initiatives, and efficiency opportunities to support informed business decisions.<br>• Collaborate with department leaders to align financial resources with strategic objectives and operational needs.<br>• Track financial results against plan, identify emerging trends, and recommend actions to address risks or improve performance.<br>• Strengthen a finance environment centered on partnership, accountability, transparency, and responsive service.<br>• Provide additional financial planning and analysis support as directed by executive leadership, including the Chief Financial Officer.
<p>Jenny Bour with Robert Half is working with a growing organization that is looking for an accomplished <strong>Customer Service Center Director</strong> to lead a large, multi-level team in Orchard Park, New York. This <strong>Customer Service Center Director </strong>role is responsible for shaping a high-performing customer service center that delivers strong business results while fostering an engaged and accountable workplace. The ideal <strong>Customer Service Center Director </strong>candidate brings a background in metric-driven operations, people leadership, sales funnel fluency, and process improvement, with the ability to turn data into practical strategies that elevate performance and customer outcomes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead a customer service/sales center through a team of managers, providing direction, coaching, and support across a workforce of approximately 70 employees.</li><li>Set clear performance expectations and use measurable goals to strengthen conversion, productivity, service quality, and overall operational results.</li><li>Build leadership capability by mentoring managers, preparing future leaders, and supporting long-term succession planning.</li><li>Oversee staffing strategies, scheduling practices, and capacity planning to ensure resources align with business demand and service objectives.</li><li>Analyze operational data, performance trends, and key indicators to identify improvement opportunities and implement effective solutions.</li><li>Establish and reinforce structured coaching, quality monitoring, and accountability practices that improve employee performance while supporting retention.</li><li>Partner across departments and with senior leadership to align contact center initiatives with broader organizational priorities and revenue goals.</li><li>Drive operational and technology-focused projects from planning through execution, ensuring solutions improve efficiency and strengthen customer engagement.</li><li>Lead continuous improvement efforts by redesigning workflows, refining processes, and promoting a culture focused on sustainable results.</li></ul>
<p>Jenny with Robert Half is working with a healthcare organization that is looking for an experienced <strong>Director of Patient Financial Services</strong> to guide revenue cycle operations and strengthen financial performance. This Director of Patient Financial Services role is responsible for shaping efficient billing and receivables practices, supporting regulatory adherence, and promoting a service-focused experience for patients. The ideal Director of Patient Financial Services candidate brings strong operational insight, sound financial judgment, and a collaborative approach to improving outcomes across patient accounts and reimbursement activities.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead daily and long-range patient financial services operations, ensuring billing, collections, payment adjustments, and accounts receivable activities are managed effectively.</li><li>Direct, mentor, and evaluate team members while building a culture of accountability, continuous growth, and high-quality service.</li><li>Establish departmental priorities, track operational and financial results, and introduce targeted improvements to strengthen revenue cycle performance.</li><li>Maintain compliance with applicable government regulations, payer rules, and organizational standards related to patient accounts and reimbursement practices.</li><li>Review workflow design and implement process enhancements that improve productivity, accuracy, and the overall patient financial experience.</li><li>Oversee department budgeting, staffing plans, and resource allocation to support service goals and financial expectations.</li><li>Analyze key revenue cycle indicators and reporting trends, then take corrective action to address variances and improve cash performance.</li><li>Partner with providers, insurers, and internal hospital leaders to resolve complex billing matters and support timely reimbursement.</li><li>Manage the effective use of patient accounting and revenue cycle systems to support reliable data, operational consistency, and accurate financial reporting.</li><li>Address escalated patient account concerns with sound judgment while contributing to broader organizational improvement initiatives.</li></ul>
<p>Jenny Bour with Robert Half is working with a growing manufacturing company that is looking for a <strong>Sr. Human Resources Generalist</strong> to support a wide range of people operations in Buffalo, New York. This HR Generalist position plays an important role in strengthening employee experience, supporting managers, and helping the organization maintain sound HR practices. The ideal HR Generalist candidate brings strong judgment, organization, and communication skills to daily HR activities while helping promote a compliant and positive workplace.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage full-cycle support for recruitment activities, including job postings, applicant review, interview scheduling, and onboarding coordination.</li><li>Maintain accurate employee records and complete HR data updates in line with company standards and legal retention requirements.</li><li>Respond to employee concerns, assist with workplace matters, and support fact-finding efforts for employee relations issues when needed.</li><li>Monitor HR practices for alignment with applicable federal, state, and local employment regulations and recommend process improvements where appropriate.</li><li>Work with leaders on performance review cycles, development planning, and initiatives that strengthen engagement and retention.</li><li>Help organize training programs and learning opportunities that support employee growth and business needs.</li><li>Prepare and track HR reports and workforce metrics to provide insights that support planning and decision-making.</li><li>Advise managers and employees on HR policies, procedures, and compliance expectations to encourage consistent application across the organization.</li><li>Support core HR programs such as benefits administration, onboarding, offboarding, and site-related safety processes, including workers' compensation coordination and incident follow-up.</li></ul>
We are looking for an Accounting Specialist to join a growing manufacturing organization in New York. This role focuses on managing customer invoicing, receivables, and account follow-up while supporting accurate financial operations across the business. The ideal candidate brings strong attention to detail, sound judgment in credit-related matters, and the ability to work effectively with internal teams in a fast-paced onsite environment.<br><br>Responsibilities:<br>• Prepare and issue customer invoices, maintain receivable records, and help ensure timely and accurate billing activity.<br>• Partner with the Credit Manager to review customer accounts, support credit evaluations, and assist with onboarding new customers.<br>• Calculate and apply sales tax requirements correctly across transactions and customer invoices.<br>• Examine purchase orders and related documentation to verify billing accuracy and resolve discrepancies before invoicing.<br>• Manage collection efforts on outstanding balances through consistent follow-up and clear communication with customers.<br>• Post and reconcile incoming payments, including cash applications, to keep account records current and accurate.<br>• Use accounting systems and spreadsheets to track receivable activity, monitor aging, and support reporting needs.<br>• Assist with account maintenance and other receivables-related tasks that contribute to efficient daily accounting operations.
<p><strong>Robert Half Permanent Placement</strong> is excited to partner with a national <strong>Commercial</strong> <strong>Property Improvement</strong> company based in the <strong>Buffalo, NY area</strong> on their search for an established <strong>Senior HR Generalist. </strong>This role is ideal for an accomplished HR specialist with an open-door mindset looking to take the next step in their career growth. This is an <strong>in-office</strong> position with starting salary of <strong>$70,000 - $85,000</strong> and includes a comprehensive benefits package featuring fully paid health benefits and generous paid time off.</p><p><br></p><p><strong>Responsibilities include but not limited to:</strong></p><p><br></p><ul><li>Coordinate recruitment and onboarding including job postings, interviews, reference checks, offer letters, and new hire orientation</li><li>Maintain confidential employee files, HR records, documentation, and personnel information accurately and securely</li><li>Support employees with questions regarding HR policies, benefits, payroll, PTO, and company procedures</li><li>Partner with external partner on benefits administration, payroll changes, employee documentation, compliance, and open enrollment</li><li>Submit and maintain accurate payroll and timekeeping information, including new hires, terminations, compensation changes, bonuses, PTO, and timeclock updates</li><li>Support managers with employee relations, performance management, annual reviews, policy administration, and HR best practices</li><li>Coordinate employee communications, training, recognition programs, engagement activities, and other culture-building initiatives</li><li>Maintain effective relationships with employees, leadership, and third-party vendors while handling sensitive information with professionalism and discretion</li></ul><p><br></p>
<p>Kyle Clarke with Robert Half of Buffalo, NY has partnered with a local commercial real estate firm that is in need of a Controller. This opportunity is located in Buffalo, New York. This position offers close collaboration with senior leadership and ownership, along with meaningful involvement in accounting operations, financial planning, and strategic decision-making. It is an excellent opportunity for an experienced accounting specialist who wants to expand beyond a traditional public accounting path and contribute to a growing real estate and family office environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the company’s accounting activities and maintain accurate financial records across real estate entities and related business operations.</p><p>• Lead the monthly and year-end close process, ensuring timely reporting, account reconciliations, and compliance with internal standards.</p><p>• Prepare and review financial statements, management reports, and analysis that support operational and investment decisions.</p><p>• Coordinate tax-related activities, including annual filings, audit support, and collaboration with external tax advisors.</p><p>• Monitor property and corporate financial performance, identifying trends, variances, and opportunities for improved controls and efficiency.</p><p>• Partner with ownership and executive leadership to support budgeting, forecasting, cash management, and long-term financial planning.</p><p>• Strengthen accounting procedures, documentation practices, and record management to improve accuracy and organization across the finance function.Kyle C</p>
We are looking for a detail-oriented Receptionist to support daily front-desk and administrative operations for a contract assignment in Tonawanda, New York. This in-office role is ideal for someone who is organized, approachable, and confident managing calls, visitors, and routine office tasks in a business casual environment. The position will provide coverage during a leave period for approximately two months, with the possibility of extension.<br><br>Responsibilities:<br>• Welcome visitors, maintain an effective front-desk presence, and direct guests to the appropriate staff members.<br>• Manage a multi-line phone system by answering incoming calls promptly, transferring inquiries, and taking accurate messages when needed.<br>• Handle routine administrative support tasks such as organizing correspondence, maintaining records, and assisting with general office coordination.<br>• Support the Property Manager and staff with day-to-day clerical duties to help keep operations running smoothly.<br>• Monitor reception and common office areas to ensure a tidy, organized, and well-maintained environment.<br>• Use Microsoft Office applications to prepare basic documents, update information, and complete assigned administrative work.<br>• Provide dependable in-office coverage during scheduled weekday hours and respond courteously to staff and visitor needs.
We are looking for a Recruiter to support hiring initiatives for a Contract position based in Buffalo, New York. This role will manage recruitment activities from initial sourcing through offer coordination, helping the business attract talent with relevant experience in a fast-paced environment. The ideal candidate brings strong corporate recruiting experience, excellent candidate engagement skills, and the ability to navigate high-volume hiring needs while maintaining an organized applicant tracking process.<br><br>Responsibilities:<br>• Lead end-to-end recruitment efforts, overseeing each stage from intake discussions to final hiring steps.<br>• Build and maintain candidate pipelines through proactive sourcing strategies across multiple channels.<br>• Partner with hiring managers to clarify role expectations, align on talent needs, and recommend effective recruiting approaches.<br>• Screen applicants, conduct initial evaluations, and present suitable candidates for further consideration.<br>• Coordinate interview scheduling and maintain consistent communication with candidates and internal stakeholders.<br>• Manage requisition activity and candidate records within the applicant tracking system to ensure accuracy and compliance.<br>• Support high-volume hiring demands while balancing timelines, quality standards, and candidate experience.<br>• Contribute to recruiting process updates or system-related workflow changes as needed within the hiring function.
<p>Jenny Bour with Robert Half is working with a growing law firm that is looking for a detail-oriented <strong>Accounts Receivable Coordinator</strong> to join their team! This Accounts Receivable Coordinator will support accounts receivable performance and help maintain timely payment activity. This Accounts Receivable Coordinator role works closely with clients, attorneys, and internal billing stakeholders to review outstanding balances, resolve payment concerns, and provide clear reporting on collection activity. The ideal AR Coordinator candidate brings strong judgment, professionalism, and the ability to manage sensitive financial conversations in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review accounts receivable and work in progress balances to identify aging items, payment trends, and follow-up priorities.</li><li>Communicate with clients to address invoice questions, clarify account details, and support timely resolution of outstanding amounts.</li><li>Keep billing attorneys and committee stakeholders informed through regular status updates on collection efforts and account progress.</li><li>Partner with attorneys and clients to develop practical approaches for recovering open balances while preserving strong business relationships.</li><li>Organize and lead recurring meetings with attorneys to discuss account status, collection strategy, and next steps for delinquent matters.</li><li>Evaluate requests involving billed and unbilled fee write-offs and present recommendations for committee review and approval.</li><li>Produce and distribute reports that summarize receivable activity, collection results, and account status for internal stakeholders.</li><li>Participate in billing committee meetings, contribute updates on portfolio performance, and document relevant action items.</li><li>Maintain accurate records of all collection activity, including detailed notes, account history, and payment arrangements.</li><li>Process client credit card payments when needed and coordinate closely with other collections team members to ensure consistent support.</li></ul>
We are looking for a detail-oriented Admissions Registration Clerk to support a busy healthcare setting in New York. This Long-term Contract position is ideal for someone who enjoys working directly with patients while managing registration, scheduling, and front-desk responsibilities in a fast-paced office environment. The role requires strong administrative skills, confidence using computer systems, and the ability to help create an organized and welcoming experience for patients. Candidates who understand insurance processes and can balance accuracy with efficiency will be well suited for this opportunity.<br><br>Responsibilities:<br>• Welcome patients and visitors in a courteous manner, providing front-desk support and guiding them through the registration process.<br>• Complete patient check-in activities, confirm demographic details, and maintain accurate records within the appropriate systems.<br>• Verify insurance coverage and review required information to help support timely and accurate admissions processing.<br>• Coordinate patient scheduling needs and assist with appointment-related updates, changes, and follow-up communication.<br>• Manage incoming calls and general receptionist duties while responding to patient questions with courtesy and efficiency.<br>• Work effectively in a high-volume environment, prioritizing tasks to keep daily registration and front office operations running smoothly.<br>• Support onboarding and training activities by remaining mobile and engaged throughout in-person instruction and workflow demonstrations.<br>• Collaborate with managers and team members to maintain organized admissions processes and deliver a positive patient-facing experience.
We are looking for an experienced Sr. Accountant to join a healthcare organization in Buffalo, New York. This role is ideal for someone in finance who can manage complex close activities, strengthen reporting accuracy, and support sound financial decision-making. The position offers an opportunity to contribute across core accounting operations, audit support, and process improvement while helping maintain a strong control environment.<br><br>Responsibilities:<br>• Direct monthly and annual closing activities, ensuring journal entries, variance analysis, and financial reporting tasks are completed accurately and on schedule.<br>• Perform detailed balance sheet reconciliations each month, investigate outstanding items, and drive timely correction of discrepancies.<br>• Analyze financial information and prepare supporting schedules that contribute to reliable monthly, quarterly, and annual financial statements.<br>• Review and reconcile intercompany transactions, recording adjustments when needed to keep accounts aligned across entities.<br>• Coordinate audit and review support by assembling requested documentation, preparing schedules, and responding to external auditor inquiries.<br>• Manage core accounts payable activity, including invoice processing, sub-ledger accuracy, and proper recording of cash-related transactions.<br>• Administer fixed asset accounting within Great Plains by maintaining records for acquisitions, retirements, and depreciation.<br>• Develop meaningful financial reports and analytical insights to support operational planning and leadership decision-making.<br>• Help refine accounting procedures and internal controls to improve consistency, compliance, and overall efficiency.<br>• Provide guidance to interns or student workers and contribute to special assignments, financial analyses, and continuous improvement initiatives.
We are looking for an experienced Controller to lead core accounting operations and provide strong financial oversight for a multi-entity organization in Model City, New York. This role is responsible for ensuring timely close cycles, accurate reporting, and disciplined internal controls while partnering with finance leadership on planning and profitability analysis. The ideal candidate brings a hands-on approach to managing accounting functions, improving processes, and guiding a high-performing team.<br><br>Responsibilities:<br>• Direct the month-end, quarter-end, and year-end close activities to ensure financial results are completed accurately and on schedule.<br>• Evaluate and authorize journal entries, account reconciliations, and supporting documentation to maintain the integrity of the general ledger.<br>• Manage accounting operations across multiple entities, business units, and sites while promoting consistent financial practices.<br>• Review financial performance, investigate variances against budget and prior periods, and communicate key drivers to leadership.<br>• Supervise accounts payable, accounts receivable, and broader accounting staff by setting priorities, assigning work, and monitoring performance.<br>• Enhance accounting workflows, formalize procedures, and implement process improvements that increase efficiency and reliability.<br>• Strengthen internal controls, financial policies, and risk management practices to support compliance and reduce exposure.<br>• Partner with finance leadership on budgeting, forecasting, lender reporting, and banking covenant support.<br>• Build and refine cost accounting and profitability analysis to improve insight into margins by division, customer segment, and location.<br>• Support sales tax administration, financial modeling, operational reporting, and insurance-related financial analysis, including assessment of deductible structures.
Local manufacturer seeks a Internal auditor to join it's team. Will be responsible for performing both financial and operation audits. Will evaluate internal controls as ensure compliance with corporate policy and procedures. Special Audit projects will be assigned by senior management.
We are looking for an Accounts Payable Clerk to support daily financial operations for a busy organization in Cheektowaga, New York. This Long-term Contract position is ideal for someone who is detail-oriented, organized, and comfortable managing high-volume invoice activity with accuracy and consistency. The person in this role will help maintain timely payment processes while contributing to the overall efficiency of the accounting function.<br><br>Responsibilities:<br>• Review incoming invoices for accuracy, completeness, and proper supporting documentation before processing.<br>• Assign correct accounting codes to vendor invoices and enter payment details into the appropriate system.<br>• Prepare and support routine check runs to ensure vendors are paid on schedule.<br>• Reconcile invoice records and resolve discrepancies by coordinating with internal departments and external vendors.<br>• Maintain organized accounts payable files and ensure documentation is accessible for audits and reporting needs.<br>• Monitor payment timelines and follow established procedures to keep transactions current and compliant.<br>• Assist with general accounts payable activities that improve workflow efficiency and reporting accuracy.
We are looking for an experienced Sr. Accountant to join a metal fabrication organization in Buffalo, New York. This role will oversee core accounting activities, deliver timely financial reporting, and support budgeting, cash management, and inventory-related analysis. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve reporting accuracy across a dynamic manufacturing environment.<br><br>Responsibilities:<br>• Lead monthly close activities, including general ledger maintenance, journal entry review, and preparation of accurate financial statements within established deadlines.<br>• Support annual close and reporting efforts by coordinating schedules, preparing key account analyses, and contributing to corporate financial reporting deliverables.<br>• Manage day-to-day accounting operations such as accounts payable, accounts receivable, and bank reconciliations to ensure accurate and timely transaction processing.<br>• Monitor liquidity by tracking cash activity, projecting short-term funding needs, and aligning available resources with operating and capital priorities.<br>• Oversee tax-related accounting processes and help maintain compliance with applicable financial, legal, and regulatory obligations.<br>• Partner with banking, insurance, and external accounting contacts to support financing activities, debt servicing, and other business requirements.<br>• Perform cost reviews and identify opportunities to strengthen spending controls and improve financial performance across the organization.<br>• Assist with inventory accounting by validating transaction accuracy, supporting inventory oversight, and helping maintain reliable asset records.<br>• Contribute to annual operating and capital budgeting by helping organize timelines, compiling financial inputs, and supporting forecast development.<br>• Help refine information capture and reporting practices within company systems when needed to improve financial analysis and decision-making.
<p>Kyle Clarke with Robert Half of Buffalo has partnered with a Public Accounting Firm that is looking for an experienced Sr. Accountant to join their team in Buffalo, New York. This position plays a key role in maintaining accurate financial records, supporting tax-related reporting, and ensuring timely completion of core accounting activities. The ideal candidate brings a strong foundation in general ledger management, reconciliations, and month-end close, along with the ability to work effectively during high-volume tax periods.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-end accounting activities, including preparing entries, reviewing balances, and helping ensure deadlines are met accurately.</p><p>• Maintain the general ledger by recording financial activity, analyzing account movement, and resolving discrepancies as they arise.</p><p>• Prepare and post journal entries with appropriate support to reflect routine and adjusting transactions.</p><p>• Perform detailed reconciliations for balance sheet accounts and investigate variances to keep records accurate and current.</p><p>• Complete bank reconciliations and follow up on unmatched transactions or timing differences.</p><p>• Support tax accounting processes by organizing financial data, assisting with tax reporting, and helping maintain compliance with applicable requirements.</p><p>• Contribute during tax season by managing accounting schedules, reconciling supporting documentation, and assisting with filing-related preparation.</p><p>• Use UltraTax and related systems to support tax preparation workflows and financial reporting needs.</p>
We are looking for a detail-oriented Platform Specialist to support transaction processing and platform-related requests in Buffalo, New York. This is a Long-term Contract position suited for someone who can manage non-standard transactions, respond to inquiries accurately, and maintain strong service levels in a fast-paced environment. The role works closely with internal business partners to improve platform usage, ensure reliable data handling, and provide timely operational support. Success in this position requires sound judgment, strong communication, and the ability to balance accuracy with urgency.<br><br>Responsibilities:<br>• Process customer and business transactions with a high level of accuracy, including requests that fall outside standard platform workflows.<br>• Review incoming requests carefully, validate transaction details, and complete updates, corrections, or order entry activities in line with established service expectations.<br>• Respond to platform-related questions from team members and business partners promptly while delivering clear and accurate resolutions.<br>• Protect data quality by monitoring records, identifying inconsistencies, and taking corrective action when issues are found.<br>• Partner with account managers and business stakeholders to help turn platform opportunities into measurable business results.<br>• Analyze operational information and prepare reports on data quality, performance metrics, and usage trends to support decision-making.<br>• Look for ways to streamline daily workflows and recommend practical improvements that increase efficiency and platform adoption.<br>• Provide general administrative and operational support to the broader team as priorities shift.
We are looking for a detail-oriented Financial Administrator to support the preparation of client financial documentation and maintain accurate records in New York. This contract opportunity with the potential to become permanent is ideal for someone who combines strong data entry skills with a solid understanding of financial planning concepts. The person in this role will help organize client information, produce well-prepared materials, and ensure all documentation meets required standards.<br><br>Responsibilities:<br>• Collect, enter, and verify client financial data to maintain complete and accurate records.<br>• Assist in developing financial planning materials by organizing information and supporting recommendation preparation.<br>• Produce client-facing reports, summaries, and presentation documents with a high level of accuracy.<br>• Review forms and supporting paperwork to confirm completeness and alignment with compliance expectations.<br>• Maintain financial records in spreadsheets and planning systems, updating information as needed.<br>• Perform numeric data entry and document processing efficiently while meeting quality standards.