We are looking for an experienced Intercompany Accounting Manager to join our team in Charlotte, North Carolina. In this role, you will oversee global intercompany accounting processes, ensure compliance with accounting standards, and manage financial reporting for international subsidiaries and holding entities. This position plays a vital role in monthly closing, consolidations, and enforcing internal controls while collaborating with cross-functional teams to drive efficiencies.<br><br>Responsibilities:<br>• Develop and manage intercompany accounting processes, including billing, settlements, eliminations, and reconciliations across global entities.<br>• Ensure accurate and timely completion of monthly, quarterly, and annual intercompany close procedures.<br>• Resolve discrepancies and disputes in intercompany transactions by working closely with corporate and segment accounting teams.<br>• Establish and enforce policies and governance for intercompany accounting activities.<br>• Perform accounting responsibilities for international subsidiaries and holding companies, ensuring compliance with both U.S. and local statutory requirements.<br>• Oversee accounting for dividends, capital contributions, intercompany loans, equity transactions, and restructuring activities.<br>• Collaborate with external advisors and local teams to manage statutory reporting, audits, and filings.<br>• Drive improvements in foreign currency accounting, including remeasurement and translation processes.<br>• Ensure strong internal controls over intercompany and subsidiary accounting workflows.<br>• Support internal and external audits by preparing necessary documentation and addressing findings.
We are looking for a detail-oriented Payroll Administrator to join our team in Concord, North Carolina. In this role, you will be responsible for managing multi-state payroll for approximately 1,000 employees, ensuring compliance with all federal, state, and local regulations. Additionally, you will oversee benefits and retirement plan administration while delivering exceptional service to employees.<br><br>Responsibilities:<br>• Process full-cycle, multi-state payroll on a biweekly schedule, ensuring accuracy and compliance with relevant laws.<br>• Maintain accurate payroll records, including earnings, deductions, and tax data, while resolving discrepancies promptly.<br>• Administer payroll tax processes, such as withholding, reporting, and remittance, and manage year-end filings including W-2s.<br>• Ensure compliance with complex state regulations, including California wage and hour laws, and support internal and external audits.<br>• Oversee employee benefits programs, including health, dental, vision, life insurance, and leave programs, processing changes as needed.<br>• Administer the company's 401(k) plan, managing enrollments, contributions, loans, and distributions to ensure compliance.<br>• Reconcile payroll and benefits data, including general ledger entries and invoices, identifying and correcting discrepancies.<br>• Generate detailed payroll and benefits reports to support management and finance teams in decision-making.<br>• Coordinate annual nondiscrimination testing and audits for retirement plans in partnership with plan providers.<br>• Handle payroll-related inquiries from employees, providing timely and accurate resolutions.
We are looking for an experienced Corporate Tax Manager to oversee and manage all aspects of income tax compliance and audits for our organization in Charlotte, North Carolina. This role involves ensuring accurate and timely preparation of federal and state tax filings, coordinating with various divisions for data collection, and supporting tax-related financial reporting. The ideal candidate will possess strong technical expertise, exceptional organizational skills, and a strategic mindset to optimize tax processes and identify planning opportunities.<br><br>Responsibilities:<br>• Lead the preparation and submission of federal and applicable state income tax returns, ensuring compliance with all regulations.<br>• Manage tax filings for international subsidiaries, including those in Canada and Hong Kong.<br>• Assess the company’s state tax nexus to determine income tax status and filing requirements.<br>• Oversee federal, state, and employment tax audits, including responding to document requests and negotiating favorable resolutions.<br>• Supervise outsourcing engagements for sales, use, and property taxes while monitoring entity ownership changes for proper disclosure.<br>• Periodically evaluate the company’s organizational structure to recommend liquidation, merger, or dissolution of inactive entities.<br>• Conduct domestic federal and state tax research to identify planning opportunities and mitigate potential exposures.<br>• Collaborate with the Director of Tax Accounting on quarterly and annual tax provisions, including forecasting cash flows for inclusion in global reporting.<br>• Work closely with the International Tax Manager to address U.S. impacts of global transactions during quarterly tax provision processes.<br>• Support the VP of Tax with special projects as needed, contributing to strategic initiatives and improvements.
<p>We are looking for skilled SBA-Closing Manager and SBA-Closer to join our team in Charlotte, North Carolina. This Contract to permanent position involves overseeing loan closing operations, managing workflows, and ensuring efficient execution within a high-volume environment. The role offers a great opportunity to contribute to the growth and structure of our loan processing platform while collaborating with cross-functional teams.</p><p><br></p><p>Onsite Charlotte, 5 days a week. South End Charlotte location. </p><p><br></p><p>Responsibilities:</p><p>• Manage the closing process for 7(a), 504, and other commercial loans, ensuring accuracy and compliance.</p><p>• Provide leadership and guidance to the closing team, overseeing SLAs and workflow management.</p><p>• Build and maintain a structured, consistent, and collaborative team environment as the platform scales.</p><p>• Partner with internal stakeholders to navigate system implementations and process changes.</p><p>• Ensure loan closings align with regulatory and compliance standards, maintaining detailed documentation.</p><p>• Drive operational efficiency in a manual workflow environment while transitioning to new systems.</p><p>• Monitor deal execution, resolving issues with a solutions-oriented approach.</p><p>• Support team development by fostering a positive culture and providing opportunities for growth.</p><p>• Adapt to changing processes and priorities to meet organizational goals.</p><p>• Collaborate with leadership to refine operational strategies and improve platform performance.</p>
<p>A large, high‑growth <strong>North American retail organization</strong> with a significant physical footprint is building a <strong>new U.S.-based procurement function</strong> as part of a long‑term, enterprise‑wide Procure‑to‑Pay (P2P) transformation. This is a rare opportunity to <strong>help build procurement strategy and infrastructure from the ground up</strong> while managing complex, high‑value indirect spend categories.</p><p><br></p><p>This role will serve as a foundational hire within the U.S. procurement organization and offers <strong>high visibility, autonomy, and long‑term growth potential</strong>—without immediate people management.</p><p><br></p><p>Why This Role Is Unique</p><ul><li>Newly created role as part of a<strong> global procurement transformation</strong></li><li>Opportunity to help stand up U.S. procurement strategy, governance, and processes</li><li>Exposure to <strong>multi‑billion‑dollar indirect spend</strong> across North America</li><li>Partner closely with global stakeholders and external BPO providers</li><li>Strong runway for career growth as the team scales</li><li><strong>No direct reports (for now)</strong> — high impact without people management</li></ul><p><br></p><p>The Role</p><p>The Senior Procurement Category Manager will lead <strong>U.S. indirect procurement efforts</strong> across a broad and operationally critical set of categories, including (but not limited to):</p><ul><li>Fuel & Terminals</li><li>Fleet</li><li>Maintenance & Services</li><li>Equipment & Supplies</li><li>Logistics & Operations Support</li></ul><p>This person will play a key role in establishing <strong>procurement processes, supplier strategies, contract frameworks, and category governance</strong>, while partnering with both internal stakeholders and external technology/BPO teams.</p><p><br></p><p>Key Responsibilities</p><ul><li>Build and execute category strategies across complex indirect spend areas</li><li>Negotiate and establish new supplier contracts, rates, and commercial terms</li><li>Analyze current spend, suppliers, and contracts to identify optimization opportunities</li><li>Implement policies, procedures, and sourcing frameworks</li><li>Partner with an external BPO supporting procurement systems and technology</li><li>Drive supplier rationalization, contract compliance, and performance management</li><li>Work cross‑functionally with operations, facilities, finance, and leadership</li><li>Support change management tied to new tools, processes, and ways of working</li><li>Use modern procurement tools, data, and <strong>emerging technologies (including AI)</strong> to improve efficiency and insights</li></ul><p><br></p>
We are looking for a skilled Category Manager to lead procurement efforts for our retail organization in Charlotte, North Carolina. This role involves managing buying processes, negotiating contracts, and ensuring the efficiency of corporate procurement functions. The ideal candidate will bring expertise in vendor management and strategic sourcing to optimize purchasing activities.<br><br>Responsibilities:<br>• Oversee procurement activities to ensure alignment with corporate objectives and budgets.<br>• Develop and implement strategies for effective purchasing and vendor management.<br>• Negotiate contracts with suppliers to secure favorable terms and conditions.<br>• Monitor and manage purchase orders to ensure timely delivery and compliance.<br>• Collaborate with cross-functional teams to streamline procurement processes and achieve cost savings.<br>• Conduct market research to identify new suppliers and evaluate market trends.<br>• Maintain strong relationships with vendors, ensuring high standards of service and product quality.<br>• Analyze procurement data to identify opportunities for improvement and optimize spending.<br>• Ensure compliance with company policies and industry regulations in all procurement activities.<br>• Provide guidance and support to team members to enhance overall procurement performance.
We are looking for an experienced Regional Controller to lead financial operations across a designated region, ensuring the accuracy and integrity of accounting processes and reporting. As a key financial partner to regional General Managers and leadership teams, this role will drive compliance, operational efficiency, and strategic decision-making. The ideal candidate will possess strong technical expertise, a hands-on leadership approach, and a commitment to continuous improvement in a dynamic environment.<br><br>Responsibilities:<br>• Lead and manage a regional finance team responsible for diverse functions such as billing, accounts receivable, accounts payable, payroll, fixed assets, and general ledger activities.<br>• Oversee the annual budgeting and forecasting process, delivering accurate financial plans to support strategic objectives.<br>• Analyze financial data to identify trends, variances, and opportunities for improved performance, providing actionable insights to leadership.<br>• Execute month-end, quarter-end, and year-end close processes within strict timelines, ensuring the accuracy of journal entries, accruals, and reconciliations.<br>• Prepare and review financial statements and internal reports, ensuring compliance with organizational and regulatory standards.<br>• Develop and enforce robust internal controls to safeguard company assets and ensure compliance with tax and legal requirements.<br>• Drive process improvements to enhance the efficiency of financial operations, workflows, and reporting systems.<br>• Partner with General Managers and operational leaders to provide financial insights that support strategic growth, cost management, and profitability.<br>• Coordinate and support internal and external audits, ensuring compliance with regulatory requirements.<br>• Deliver timely ad hoc reports and analyses to address emerging business needs and leadership inquiries.
We are looking for an experienced SOX Director to oversee and ensure compliance with Sarbanes-Oxley regulations for our organization in Charlotte, North Carolina. This role is critical in maintaining a strong internal control environment, aligning with regulatory standards, and supporting management certifications. The ideal candidate will bring extensive expertise in governance frameworks, risk assessments, and cross-functional collaboration.<br><br>Responsibilities:<br>• Develop and manage the company's comprehensive SOX compliance framework, including methodology and annual compliance schedules.<br>• Conduct scoping, materiality assessments, and risk evaluations in alignment with public company standards and regulatory expectations.<br>• Ensure adherence to the 2013 COSO principles, interpretive guidance, and evolving regulatory requirements.<br>• Maintain formal documentation, policies, and procedures that meet external auditor reliance standards.<br>• Perform quarterly and annual risk assessments for entity-level and financial controls, ensuring thorough oversight.<br>• Independently evaluate control designs and operational effectiveness, providing critical review of management’s risk identification processes.<br>• Classify and assess control deficiencies, including significant deficiencies and material weaknesses, based on established criteria.<br>• Collaborate with Internal Audit and management teams to develop, implement, and validate timely remediation plans.<br>• Lead communication with external auditors and Audit Committee members regarding SOX-related matters.<br>• Partner with accounting, IT, financial reporting, and compliance teams to foster a strong culture of governance and accountability.
<p>We are looking for an experienced Public Staff Tax Accountant for a long-term contract position. This role requires expertise in tax preparation and a deep understanding of complex individual and corporate tax returns. The ideal candidate will have advanced proficiency with Drake tax software and be ready to start immediately.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual and corporate tax returns with accuracy and efficiency.</p><p>• Utilize Drake tax software to manage tax calculations and ensure compliance with federal and state regulations.</p><p>• Handle complex tax scenarios, including consolidated returns and federal income tax filings.</p><p>• Conduct thorough reviews of tax documents to identify and resolve discrepancies.</p><p>• Collaborate with clients to gather necessary financial data and address tax-related inquiries.</p><p>• Stay updated on changes in tax laws and regulations to ensure compliance.</p><p>• Provide expert guidance on tax strategies and planning to optimize client outcomes.</p><p>• Assist in preparing detailed reports and documentation for tax audits.</p><p>• Ensure timely submission of all tax filings and related documentation.</p><p>• Maintain a high level of confidentiality and professionalism when dealing with sensitive financial information.</p>
<p>We are looking for an experienced Accounts Payable Manager to oversee and optimize accounts payable processes for our organization in Concord, North Carolina. This role is ideal for someone with a strong attention to detail and a solid background in managing invoice coding, payment workflows, and financial systems. You will play a key role in ensuring accuracy, efficiency, and compliance within the accounts payable function.</p><p><br></p><p>Responsibilities:</p><p>• Manage and supervise accounts payable operations, ensuring timely and accurate processing of invoices and payments.</p><p>• Oversee invoice coding and verification to maintain accuracy and compliance with company policies.</p><p>• Coordinate check runs and Automated Clearing House (ACH) payments to support efficient payment workflows.</p><p>• Utilize advanced Excel functions, including formulas, VLOOKUP, and pivot tables, to analyze and report financial data.</p><p>• Collaborate with internal teams to resolve discrepancies and improve accounts payable processes.</p><p>• Ensure adherence to regulatory standards and company procedures within all accounts payable activities.</p><p>• Implement and manage cloud ERP systems to streamline accounts payable operations.</p><p>• Monitor and report key performance metrics related to accounts payable efficiency and accuracy.</p><p>• Provide leadership and guidance to the accounts payable team, fostering a collaborative and productive work environment</p>
<p>We are looking for an experienced Bookkeeper to join our team in greater Spartanburg, South Carolina. This role is perfect for someone who thrives in a laid-back yet detail-oriented environment and enjoys working in an office setting. The ideal candidate will bring expertise in financial recordkeeping and a proactive approach to managing accounts and reconciliations.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate financial records, including general ledger entries, profit and loss statements, and balance sheets.</p><p>• Handle accounts payable and accounts receivable processes, ensuring timely and accurate transactions.</p><p>• Conduct bank and credit card reconciliations to ensure financial accuracy.</p><p>• Prepare monthly financial statements and reports for management review.</p><p>• Oversee time and attendance tracking, ensuring compliance with company policies.</p><p>• Support minor HR functions such as onboarding, benefits administration, and exit interviews.</p><p>• Collaborate with management to ensure smooth daily operations and adherence to company standards.</p><p>• Utilize QuickBooks Enterprise and QuickBooks Online for efficient financial management.</p>
We are looking for a detail-oriented Fund Accountant to join our asset management team in Charlotte, North Carolina. This role involves overseeing financial reporting, compliance, and audits related to investment funds, ensuring accuracy and adherence to industry standards. The ideal candidate will excel in managing deadlines, collaborating with cross-functional teams, and maintaining the integrity of financial data.<br><br>Responsibilities:<br>• Prepare and review quarterly financial statements at the fund level, ensuring compliance with industry guidelines and organizational standards.<br>• Coordinate monthly financial close processes, working closely with third-party administrators and internal accounting teams.<br>• Review and validate workpapers, fee calculations, investor statements, and waterfall distributions.<br>• Oversee investor reporting deliverables, including quarterly, annual, and ad-hoc requests for supplemental data and analyses.<br>• Facilitate annual audits for various investment vehicles, ensuring timely and accurate completion.<br>• Collaborate with external tax teams on data requests, registrations, filings, and tax return reviews.<br>• Manage compliance requirements and act as a liaison between asset managers and tax consultants.<br>• Maintain quarterly benchmark and variance reports at the fund level.<br>• Review compliance reports related to secured debt on a quarterly basis.<br>• Provide acquisition and transaction support to the Investments team.
We are looking for an experienced Senior Accountant to join our team in Charlotte, North Carolina. In this role, you will oversee a variety of financial tasks, ensuring accuracy and compliance with organizational policies and accounting standards. You will also play an integral part in mentoring entry-level team members and enhancing the efficiency of accounting processes.<br><br>Responsibilities:<br>• Lead and mentor entry-level team members, providing guidance and reviewing their work for accuracy and compliance.<br>• Prepare and review journal entries, ensuring financial transactions are recorded in alignment with established accounting policies.<br>• Monitor account activity and maintain supporting documentation to ensure proper financial recordkeeping.<br>• Complete, review, and approve reconciliations for general ledger accounts, investigating and resolving discrepancies as needed.<br>• Design, implement, and document workflows and controls for accounting and reporting processes, including subsidiary systems.<br>• Recommend and refine controls to adapt to changes in products, processes, regulations, or corporate policies.<br>• Develop and update accounting processes and procedures to align with regulatory and organizational standards.<br>• Analyze financial performance by preparing and interpreting complex reports, including variance analyses and budget forecasts.<br>• Ensure accurate and timely submission of management, regulatory, and financial reports.<br>• Respond to audit inquiries and collaborate with relevant teams to provide necessary analysis and documentation.
<p>We are looking for an experienced Senior Fixed Asset Accountant to join our team on a contract basis in Charlotte, North Carolina. This role is ideal for someone with strong expertise in financial reporting and accounting processes, including month-end close and reconciliation tasks. You will play a key role in ensuring the accuracy and integrity of our financial records.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and oversee month-end close activities to ensure timely and accurate financial reporting.</p><p>• Maintain and reconcile the general ledger, ensuring all entries are properly recorded.</p><p>• Create and review journal entries, ensuring compliance with accounting standards.</p><p>• Perform account reconciliations, identifying and resolving discrepancies.</p><p>• Conduct bank reconciliations to ensure accurate cash flow reporting.</p><p>• Manage and track fixed assets, including depreciation schedules and asset additions.</p><p>• Utilize Workday to support accounting operations and streamline processes.</p><p>• Collaborate with cross-functional teams to address accounting issues and improve processes.</p><p>• Assist in audits by providing necessary documentation and responding to inquiries.</p><p>• Ensure compliance with company policies and accounting regulations.</p>
We are looking for an experienced Accounts Receivable Specialist to join our team in Charlotte, North Carolina. This role is a Contract to permanent position, offering an excellent opportunity to contribute to a dynamic environment within the real estate industry. The ideal candidate will possess strong expertise in cash applications, billing processes, and commercial collections.<br><br>Responsibilities:<br>• Manage accounts receivable processes, including cash applications and collections to ensure timely payments.<br>• Oversee billing functions, including construction-related AIA billing, with accuracy and attention to detail.<br>• Monitor and reconcile cash activity on a regular basis to maintain accurate financial records.<br>• Utilize NetSuite and Microsoft Excel effectively to analyze and report financial data.<br>• Collaborate with internal teams to resolve discrepancies and improve accounts receivable workflows.<br>• Communicate professionally with clients to address payment inquiries and resolve outstanding balances.<br>• Maintain compliance with company policies and industry regulations in all accounts receivable activities.<br>• Prepare detailed reports on receivables and collections for management review.<br>• Support process improvements to enhance efficiency in billing and collections.<br>• Ensure proper documentation and tracking of all accounts receivable transactions.
<p>Robert Half is working with a client in need of a full charge bookkeeper. The ideal candidate is detail-oriented, highly organized, and thrives in dynamic environments, bringing a proactive approach to bookkeeping tasks. They possess excellent problem-solving skills and are adept at managing financial data with accuracy and confidentiality, contributing to the success of the organization.</p><p> </p><p><strong>Responsibilities:</strong></p><p> </p><ul><li>Manage and oversee all day-to-day accounting operations, including accounts payable, accounts receivable, and payroll processing.</li><li>Handle monthly, quarterly, and yearly closing processes and prepare financial reports for management.</li><li>Reconcile bank statements and general ledger accounts to ensure accuracy.</li><li>Monitor budgets and maintain records of fixed assets, depreciation schedules, and accruals.</li><li>Prepare and file tax forms, including payroll tax reporting and sales tax filings.</li><li>Ensure compliance with local, state, and federal regulations.</li><li>Maintain records for audits, assist with external auditors, and ensure data integrity.</li><li>Handle general ledger functions and maintain chart of accounts for financial reporting accuracy.</li><li>Forecast cash flows and manage cash disbursements.</li></ul><p><br></p>
We are looking for an experienced Controller to join our team in Spartanburg, South Carolina. This role is ideal for a motivated, detail-oriented individual who thrives in a small business environment and can manage financial operations with precision. The successful candidate will also contribute to HR-related activities, ensuring smooth organizational processes.<br><br>Responsibilities:<br>• Prepare and analyze comprehensive financial statements for the business owner, ensuring accuracy and compliance.<br>• Oversee month-end close processes, including reconciliations and reporting.<br>• Manage financial operations, including budgeting, forecasting, and cash flow analysis.<br>• Support HR functions, such as payroll and employee record maintenance, as needed.<br>• Ensure adherence to financial regulations and company policies.<br>• Monitor and report on key financial metrics to guide business decisions.<br>• Collaborate with external auditors and tax professionals to ensure proper documentation and compliance.<br>• Streamline accounting practices and implement improvements for efficiency.<br>• Provide financial insights to support strategic planning and growth initiatives.<br>• Maintain confidentiality and integrity in handling sensitive financial and HR information.
We are looking for a meticulous Staff Accountant to join our team in Winston Salem, North Carolina. In this role, you will play a key part in ensuring accurate financial reporting, maintaining compliance, and supporting various accounting processes. If you thrive on analyzing data, understanding financial operations, and contributing to a collaborative environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Prepare and record journal entries, including payroll-related entries, in alignment with established accounting standards.<br>• Support month-end closing activities for multiple locations, ensuring accurate account and bank reconciliations.<br>• Monitor and manage fixed asset schedules while providing thorough documentation for audits and reviews.<br>• Assist in conducting variance analyses and participate in ad hoc financial projects.<br>• Maintain organized and detailed financial records to support internal and external reporting requirements.<br>• Collaborate with team members to identify and mitigate risks within accounting processes.<br>• Provide insights and recommendations to strengthen financial integrity and operational efficiency.<br>• Contribute to general accounting functions, ensuring compliance with US accounting standards.
We are looking for a skilled CLO Modeler to join our team on a long-term contract in Charlotte, North Carolina. This role is ideal for professionals with expertise in risk management and credit risk modeling who are eager to contribute to the successful transition and optimization of payment systems. As a CLO Modeler, you will play a pivotal role in analyzing and converting collateralized loan obligations (CLOs) to advanced models while supporting reporting initiatives.<br><br>Responsibilities:<br>• Develop and implement advanced models for collateralized loan obligations (CLOs) to support payment system transitions.<br>• Collaborate with cross-functional teams to ensure accurate reporting and data analysis.<br>• Utilize risk management frameworks to assess and mitigate credit risks associated with leveraged loans and structured products.<br>• Perform detailed analysis of loan structures and waterfall methodologies to optimize payment processes.<br>• Support business intelligence initiatives by generating user-friendly reports using specialized reporting tools.<br>• Work closely with stakeholders to identify and resolve challenges related to payment system conversions.<br>• Apply expertise in credit risk modeling to enhance decision-making processes.<br>• Ensure compliance with regulatory and organizational standards for risk management.<br>• Provide guidance and mentorship to entry level team members, fostering collaboration and knowledge sharing.<br>• Monitor project timelines and deliverables to ensure successful completion of transition phases.
<p>About the Opportunity</p><p>We are partnering with a <strong>boutique, fee‑based financial advisory practice</strong> that manages just under <strong>$100M in client assets</strong> across approximately <strong>110 households</strong>. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes <strong>government employees, healthcare professionals, and public‑sector workers</strong> — groups often underserved by traditional advisory models.</p><p>This is an excellent opportunity for someone early in their financial services career who is <strong>eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning</strong>.</p><p><br></p><p>The Role</p><p>The <strong>Junior Associate / Paraplanner</strong> will directly support a highly experienced Senior Financial Advisor by assisting with the <strong>investment and portfolio management function</strong>, research, client preparation, and operational follow‑through. This position is designed to grow over time, including <strong>firm sponsorship for FINRA licensing (Series 6 or Series 7)</strong> once foundational competencies are demonstrated.</p><p>This is <strong>not a sales role</strong> — it is analytical, compliance‑focused, and client‑centric.</p><p><br></p><p>Key Responsibilities</p><p>Investment & Portfolio Support</p><ul><li>Assist with <strong>routine trading and portfolio rebalancing</strong> in accordance with established asset allocation models</li><li>Research mutual funds and investment options using advisor‑defined criteria</li><li>Evaluate portfolios for:</li><li>Allocation drift</li><li>Excess cash positions</li><li>Investments no longer meeting quality standards</li><li>Flag potential issues and consult with the Senior Advisor when something appears “off”</li></ul><p>Financial Planning & Analysis</p><ul><li>Support financial modeling and planning efforts using planning software</li><li>Assess opportunities to further integrate planning tools into client relationships</li><li>Help maintain consistency between investment strategy and client objectives</li></ul><p>Operations, Compliance & Client Interaction</p><ul><li>Participate in <strong>client meetings (in person or by phone)</strong> when appropriate</li><li>Develop a strong working knowledge of compliance standards in a regulated advisory environment</li><li>Ensure strict adherence to <strong>authorization and verification rules</strong>, especially regarding money movement</li><li>Assist with documentation, record‑keeping, and workflow tracking within the CRM</li><li>Be cross‑trained to support basic account administration when needed</li></ul><p>Practice & Client Engagement Support</p><ul><li>Assist with the firm’s annual maintenance and client‑engagement calendar, including:</li><li>Beneficiary audits</li><li>Tax‑season document coordination</li><li>Distribution tracking (RMDs)</li><li>Periodic account reviews</li><li>Support client communications, mailings, and special initiatives throughout the year</li><li>Help coordinate educational events, workshops, or client appreciation activities as the role evolves</li></ul>
<p>Robert Half is working with a client in need of a full charge bookkeeper. The ideal candidate is detail-oriented, highly organized, and thrives in dynamic environments, bringing a proactive approach to bookkeeping tasks. They possess excellent problem-solving skills and are adept at managing financial data with accuracy and confidentiality, contributing to the success of the organization.</p><p> </p><p><strong>Responsibilities:</strong></p><p> </p><ul><li>Manage and oversee all day-to-day accounting operations, including accounts payable, accounts receivable, and payroll processing.</li><li>Handle monthly, quarterly, and yearly closing processes and prepare financial reports for management.</li><li>Reconcile bank statements and general ledger accounts to ensure accuracy.</li><li>Monitor budgets and maintain records of fixed assets, depreciation schedules, and accruals.</li><li>Prepare and file tax forms, including payroll tax reporting and sales tax filings.</li><li>Ensure compliance with local, state, and federal regulations.</li><li>Maintain records for audits, assist with external auditors, and ensure data integrity.</li><li>Handle general ledger functions and maintain chart of accounts for financial reporting accuracy.</li><li>Forecast cash flows and manage cash disbursements.</li></ul><p><br></p>
<p>We are looking for an experienced Accounts Receivable Analyst to join our team in Charlotte, North Carolina. In this long-term contract position, you will play a key role in managing financial transactions and ensuring the accuracy of accounts receivable processes. SAP software experience a must.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the accounts receivable portfolio to ensure timely collection of outstanding balances.</p><p>• Perform commercial collections activities, maintaining clear and attentive communication with clients to resolve payment issues.</p><p>• Process cash applications accurately and efficiently, ensuring all payments are recorded.</p><p>• Handle billing functions, including generating invoices and reconciling accounts.</p><p>• Monitor cash activity and prepare reports detailing financial transactions.</p><p>• Utilize SAP software for managing accounts receivable and tracking financial data.</p><p>• Collaborate with internal teams to address discrepancies and improve payment workflows.</p><p>• Ensure compliance with company policies and industry standards in all financial operations.</p><p>• Analyze accounts receivable trends and provide insights to support decision-making.</p>
We are looking for an experienced Payroll Accountant to join our team on a long-term contract basis. In this role, you will support payroll operations by ensuring accurate and timely processing, compliance with tax regulations, and proper accounting practices. This position offers an excellent opportunity to work in the non-profit sector while leveraging your payroll expertise.<br><br>Responsibilities:<br>• Oversee the end-to-end payroll process, ensuring timely and accurate payments for employees.<br>• Manage multi-state payroll operations, including compliance with state and federal regulations.<br>• Utilize ADP Workforce Now to process payroll transactions and generate necessary reports.<br>• Prepare and file payroll tax reports in accordance with applicable laws.<br>• Maintain accurate payroll records and reconcile discrepancies as needed.<br>• Collaborate with the accounting team on journal entries related to payroll.<br>• Support payroll audits by providing required documentation and explanations.<br>• Work with NetSuite and Paylocity systems to enhance payroll and accounting integration.<br>• Identify opportunities for improving payroll processes and implementing best practices.
We are looking for a dedicated and experienced Accounts Payable Lead to join our team in Winston Salem, North Carolina. In this role, you will oversee the accounts payable functions for the Metals Division, ensuring all processes are accurate, timely, and efficient. This is an excellent opportunity for someone who is detail oriented and thrives on problem-solving, process improvement, and cross-departmental collaboration.<br><br>Responsibilities:<br>• Manage the end-to-end accounts payable process for the Metals Division, ensuring smooth operations.<br>• Address and resolve vendor inquiries and payment discrepancies efficiently.<br>• Partner with various departments to analyze and resolve accounting discrepancies.<br>• Develop and present recommendations for process improvements to senior management.<br>• Ensure all accounts payable activities meet high standards of accuracy and timeliness.<br>• Assist in month-end closing tasks, including reconciliations and preparing reports.<br>• Prepare and organize documentation for audits, ensuring compliance with company policies.<br>• Identify opportunities to enhance efficiency and ensure adherence to accounting standards.
<p>We are looking for an experienced Accountant to join our team on a contract basis in Charlotte, North Carolina. This position focuses on receivables cleanup and backlog remediation, playing a critical role in improving financial accuracy, reducing aging exposure, and enhancing payment processing cycles. The ideal candidate will bring strong analytical skills, attention to detail, and the ability to collaborate effectively across teams.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research and validation of account-level data to ensure the accuracy of receivable balances and associated documentation.</p><p>• Investigate discrepancies in financial records, document findings, and develop resolutions in compliance with company policies.</p><p>• Analyze stakeholder responses and supporting materials to determine next steps and ensure precision in reconciliations.</p><p>• Prepare demand letters and write-off documentation in alignment with approval protocols.</p><p>• Compile invoice copies and supporting documentation to facilitate collection activities.</p><p>• Track and update Promise-to-Pay commitments, monitor adherence, and escalate any exceptions.</p><p>• Identify and resolve unapplied or misapplied cash transactions, ensuring proper allocation and timely adjustments.</p><p>• Coordinate adjustments, deal date changes, and account corrections with relevant teams and systems.</p><p>• Escalate complex or high-risk issues to Transaction Accounting Managers, providing clear summaries and actionable recommendations.</p><p>• Maintain detailed records, notes, and audit trails to support reporting transparency and downstream processes.</p>