<p><strong>Job Title: </strong>Financial Planning & Analysis Manager</p><p><strong>Location:</strong> Hartford, CT | Hybrid </p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013283855</p><p><br></p><p>A leading boutique professional services firm is seeking a <strong>Financial Planning & Analysis Manager</strong> to join its growing finance team. This newly created role reports to the CFO and will drive firm-wide budgeting, forecasting, and pricing initiatives, with a focus on profitability and strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client and matter-level pricing strategy to improve profitability</li><li>Manage budgeting, forecasting, and financial planning processes</li><li>Prepare financial models, profitability analyses, and ad-hoc reports for leadership</li><li>Implement reporting tools and enhance financial data analysis capabilities</li><li>Supervise and mentor a Senior Financial Planning Analyst</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>Prior experience in FP& A and pricing within a professional services environment required</li><li>Proficiency with billing/ERP systems </li><li>Advanced Excel skills; SQL experience a plus</li><li>Strong analytical, communication, and leadership skills</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Targeting $130K–$160K DOE + bonus</li><li>Hybrid schedule: 3 days in-office, 2 remote</li><li>Competitive benefits including medical, dental, vision, 401(k) with contributions, paid time off, insurance, and wellness perks</li></ul><p><strong>Why Apply?</strong></p><p> This is a high-visibility opportunity to shape the financial strategy of a growing, people-focused firm that values collaboration, career growth, and work-life balance.</p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013283855.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
We are looking for a skilled Financial Analyst/Manager to lead and optimize financial planning and analysis efforts within our organization. This role requires a strategic thinker who can deliver actionable insights, drive financial performance, and support decision-making at the executive level. Based in Stamford, Connecticut, the position offers an exciting opportunity to shape the financial strategies of a dynamic team.<br><br>Responsibilities:<br>• Oversee the budgeting, forecasting, and planning processes to ensure alignment with organizational goals and strategic objectives.<br>• Build and maintain detailed financial models to support capital planning, profitability assessments, and long-term growth strategies.<br>• Analyze financial data and trends, providing senior management with insights and recommendations to drive informed decision-making.<br>• Collaborate with various business units to design tailored budgets, forecasts, and performance metrics that meet their operational requirements.<br>• Prepare and present accurate financial reports, including variance analyses and risk/opportunity assessments, for executive stakeholders.<br>• Conduct financial due diligence and scenario modeling to support strategic initiatives such as mergers, acquisitions, or process improvements.<br>• Serve as a trusted advisor to leadership by delivering financial insights that guide business strategies and priorities.<br>• Lead, mentor, and develop a high-performing FP& A team, fostering innovation and a culture of continuous improvement.
<p>Our client, a mission-driven nonprofit dedicated to promoting health and wellness, is currently looking for an FP& A Manager to join their team. With a strong legacy of impactful programming, world-class events, and innovative outreach initiatives, this organization serves people across local communities and beyond.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Lead annual budgeting and monthly forecasting </p><p>· Partner with business leaders to analyze performance, identify risks/opportunities, and drive data-driven decisions</p><p>· Deliver insightful variance analysis and KPIs that influence strategy</p><p>· Collaborate with accounting for timely and accurate reporting, month-end close, and audits</p><p>· Provide modeling and financial analysis for new initiatives and event improvements</p><p>· Improve FP& A processes through automation and best practices</p><p>· Serve as a trusted financial advisor to cross-functional teams</p><p> </p><p>For immediate consideration please contact Ben.Turnbull@roberthalf.</p>
<p>We are looking for a skilled Financial Analyst/Manager to join our team in White Plains, New York. In this role, you will play a pivotal part in analyzing financial data, preparing budgets, and providing strategic insights to support organizational growth. The ideal candidate will have a strong background in financial modeling, analysis, and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage budgets for various departments, ensuring alignment with cost trends and projected revenues.</p><p>• Analyze key financial performance indicators and prepare comprehensive reports to guide senior management in decision-making.</p><p>• Oversee the adoption and optimization of financial software tools to streamline accounting and reporting processes.</p><p>• Utilize data analytics tools to enhance financial forecasting and support operational improvements.</p><p>• Prepare and review financial statements and reports for internal stakeholders and external regulatory compliance.</p><p>• Assess operational costs, capital expenditures, and revenue streams to identify opportunities for optimization.</p><p>• Monitor billing, collections, and claims processes to improve revenue flow and address inefficiencies.</p><p>• Collaborate with billing teams to enhance cash flow management and minimize delays.</p><p>• Provide financial guidance to executive leadership during strategic planning and decision-making sessions.</p><p>• Evaluate financial implications of potential partnerships, expansions, and acquisitions.</p>
<p><strong>Job Description: Accounting Analyst</strong></p><p>We are seeking a detail-oriented and analytical <strong>Accounting Analyst</strong> to join our team. This role will focus on ensuring accurate data management, analyzing inventory and financial data, and reconciling information between two systems. The ideal candidate will have a strong background in accounting, financial analysis, and data reconciliation, demonstrating proficiency with both technical and soft skills essential for this position.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Data Entry & Management:</strong> Accurately input and process inventory and financial data into the system while maintaining data integrity.</li><li><strong>Data Analysis:</strong> Review inventory, financial, and operational data to identify discrepancies or areas for improvement and provide actionable insights.</li><li><strong>System Reconciliation:</strong> Reconcile inventory and accounting data between two internal systems, ensuring accuracy and addressing discrepancies.</li><li><strong>Reporting:</strong> Compile detailed reports to communicate findings and reconciliation results to management.</li><li><strong>Problem-Solving:</strong> Investigate discrepancies between systems, analyze root causes, and recommend solutions.</li><li><strong>Support Inventory Projects:</strong> Collaborate with teams to help transition from physical inventory management tasks to system-based data analysis.</li></ol><p><br></p><p><strong>Required Skills:</strong></p><ul><li><strong>Accounting Knowledge:</strong> Solid understanding of accounting principles and practices, accounts reconciliation, and financial reporting.</li><li><strong>Analytical Skills:</strong> Strong ability to analyze large sets of data, recognize patterns, and interpret results efficiently.</li><li><strong>Attention to Detail:</strong> Keen focus on accuracy and identifying discrepancies.</li><li><strong>Technical Proficiency:</strong> Experience with inventory accounting systems, Excel (e.g., pivot tables, v-lookup), and other financial tools.</li><li><strong>Communication Skills:</strong> Ability to convey complex data findings clearly and concisely to stakeholders.</li></ul><p><br></p><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.</li><li>2+ years of experience in accounting or financial analysis.</li><li>Experience in reconciliation processes and working with inventory systems.</li><li>Proficiency in Excel and data software systems.</li><li>Background in warehouse or physical inventory management is a plus but not required.</li></ul><p><br></p>
We are looking for an entry-level Data Scientist to join a dynamic analytics team in New York, New York. This role offers the opportunity to work closely with large datasets, uncover meaningful trends, and present actionable insights directly to clients. If you are detail-oriented, technically skilled, and passionate about turning data into impactful business solutions, this position is an excellent fit for you.<br><br>Responsibilities:<br>• Analyze large client datasets to perform Matchback reporting using Excel and internal tools.<br>• Create visually compelling PowerPoint presentations featuring charts and graphs to summarize insights.<br>• Present analytical findings and recommendations directly to clients, showcasing strong communication skills.<br>• Collaborate with team members and executives to ensure alignment on data-driven strategies.<br>• Assist with predictive modeling projects, leveraging external vendor tools and receiving training as needed.<br>• Maintain and optimize reporting processes to ensure accuracy and efficiency.<br>• Utilize Python and SQL to support data analysis and visualization tasks.<br>• Apply data visualization techniques through tools like Tableau or Power BI to enhance reporting.<br>• Provide timely updates and insights to stakeholders, contributing to strategic decision-making.
<p>Our client is a Private Equity owned company that is in the service industry. This is a newly revised position within the company due to the continued growth and expansion of the business. Our client is looking for someone with a total of 7-10 years' experience max. Wants an up and comer with already a proven track record of experience in the FP& A space. This is a stand-alone role with the ability to hire and build the team beyond this point.</p><p><br></p><p>POSITION: Manager of FP& A (Financial Planning & Analysis)</p><p>The Manager of FP& A (Financial Planning & Analysis) position plays a critical role in driving growth and profitability objectives by leveraging financial data and delivering insightful analysis. This role requires expertise in analytics, financial reporting, and collaboration across departments to support leadership decision-making and the execution of strategic initiatives. Strong communication skills and a team-oriented mindset are essential for success in this position.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee the preparation and delivery of monthly and quarterly financial reports for internal management, private equity partners, and lenders.</li><li>Analyze business performance, highlight key trends, and identify opportunities to strengthen operations and drive growth.</li><li>Manage the annual budgeting process, monitor ongoing performance against budgeted targets, and provide insights into variances, trends, and business drivers.</li><li>Serve as a key business partner to cross-functional teams, fostering collaboration to support unified decision-making.</li><li>Design and maintain tools and frameworks for assessing growth opportunities and informing strategic initiatives.</li><li>Identify and implement opportunities for efficiency improvements, process automation, and cost optimization.</li><li>Contribute to efforts related to systems enhancements and implementations as a finance representative.</li></ul><p><br></p>
Role & Responsibilities: <br>Seeking a seasoned Agile Delivery Lead to drive the execution of mid-to-large scale initiatives across organization. This role requires strong leadership, cross-functional coordination, and a deep understanding of Agile methodologies to ensure successful delivery and stakeholder engagement.<br><br>• Lead multiple scrum teams and manage delivery across complex initiatives.<br>• Engage and communicate with senior stakeholders (MD/SVP level) to align on priorities and progress.<br>• Collaborate with product owners, tech leads, and QA leads to manage dependencies, risks, and cross-project communication.<br>• Align with Product Analysts and Managers to define and deliver product roadmaps.<br>• Conduct gap analysis between current and future state technologies<br>• Support implementation by coordinating with solution integrators and reviewing project artifacts.<br>• Document and demonstrate new system/software features to stakeholders.<br>• Drive process improvement initiatives to enhance operational efficiency.<br>• Ensure smooth transition of solutions to Production Operations and Support teams.<br>• Drive a culture that promotes innovation, collaboration, diversity, and inclusion. <br><br>Qualifications: <br>• 4 year college degree or equivalent work experience<br>• 5+ total years’ experience with at least 2 different roles working in SDLC (Dev, BA, QA, UI/UX, PO )<br>• 2+ years’ experience as Project Manager or Scrum Master<br>• Ability to coordinate and assist teams to resolve complex analytical and technical issues.<br>• Ability to lead cross-functional teams and manage competing priorities.<br>• Demonstrated expertise of identifying and mitigating risks<br>• Demonstrated an ability to significantly improve technical or methodology processes<br>• Demonstrates sound judgment and decision-making in ambiguous situations, even when direction and details are limited<br>• Effectively influences stakeholders across multiple disciplines without direct authority, fostering collaboration and alignment<br>• Experience in Agile development framework, product lifecycle development and JIRA
We are looking for an experienced Accounting Manager/Supervisor to join our team as a permanent consultant. In this role, you will apply your accounting expertise to support a variety of projects, collaborating closely with client leadership to deliver impactful results. This position offers a unique opportunity to enjoy work-life balance, stability, and opportunities for growth while being part of a Fortune 500 company.<br><br>Responsibilities:<br>• Provide leadership and expertise in performing and reviewing routine financial closings.<br>• Prepare accurate financial statements and supporting analyses to meet client needs.<br>• Assist with the development and refinement of budgets and forecasts.<br>• Propose and implement process improvements to enhance efficiency and accuracy.<br>• Collaborate with client finance teams and leadership to deliver tailored accounting solutions.<br>• Utilize ERP systems and accounting software to streamline financial operations.<br>• Analyze financial data to identify trends and provide actionable insights.<br>• Ensure compliance with relevant accounting standards and regulations.<br>• Support clients in navigating complex accounting challenges and system transitions.<br>• Expand client networks by working alongside financial leaders across various industries.
We are looking for an experienced leader to oversee market research initiatives and provide strategic insights that drive business decisions. This role requires a deep understanding of data visualization, clinical trial operations, and productivity analysis to support organizational goals. Based in Montvale, New Jersey, this position offers an opportunity to shape research strategies and deliver impactful results.<br><br>Responsibilities:<br>• Lead the development and execution of market research strategies to support organizational objectives.<br>• Create charts, graphs, and other visualizations to present complex data in an accessible format.<br>• Oversee clinical trial operations to ensure alignment with research objectives and compliance standards.<br>• Manage facility-related research to improve operational efficiency and resource allocation.<br>• Analyze productivity metrics to identify opportunities for optimization and growth.<br>• Collaborate with stakeholders to provide actionable insights derived from research findings.<br>• Evaluate medical coverage trends as part of comprehensive market analysis efforts.<br>• Develop reports and presentations that effectively communicate research results to executive leadership.<br>• Maintain awareness of industry trends and best practices to ensure innovative approaches to market research.<br>• Mentor and guide team members to enhance their skills and contribute to project success.
<p>Our client is looking for an experienced Finance Manager who has a background in designing executing, and optimizing, customer rebate and incentive programs. This role is newly created due to growth and will be pivotal in driving growth. The ideal candidate will collaborate across departments to provide advanced financial insights and shape scalable, impactful programs.</p><p><br></p><p><strong><u>Role is in office, candidates must be commutable to Orange County, NY.</u></strong></p><p><br></p><p><strong><u>Qualified pricing and incentive program driven finance candidates can apply directly to Joe.Ciavardini@RobertHalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and optimize rebate and incentive programs to support revenue growth and margin management.</p><p>• Conduct detailed financial analysis to evaluate program performance and identify opportunities for improvement.</p><p>• Collaborate with Finance, Sales, and Pricing teams to align strategies with profitability and scalability goals.</p><p>• Manage customer relationships to ensure financial objectives are met and foster long-term partnerships.</p><p>• Lead and guide a financial sales team, ensuring alignment with organizational goals.</p><p>• Ensure compliance with regulatory requirements and internal policies in all financial operations.</p><p>• Oversee key accounting processes, including contract pricing and customer pricing analysis.</p><p>• Utilize advanced analytics to assess business performance and inform strategic decision-making.</p><p>• Set and monitor financial targets, working closely with cross-functional teams to achieve shared objectives.</p>
We are looking for a dedicated Paid Social Manager to oversee and optimize our social advertising initiatives. This role requires a blend of creative insight and analytical expertise to drive impactful campaigns that resonate with our audience. Based in New York, New York, you will play a key part in shaping our advertising strategy and maintaining our competitive edge.<br><br>Responsibilities:<br>• Develop and implement comprehensive paid social strategies, covering all aspects from planning to execution and performance analysis.<br>• Design and execute a testing roadmap to enhance channel performance, scalability, and overall effectiveness.<br>• Partner with the creative team and external collaborators to produce high-performing advertisements that align with customer preferences and insights.<br>• Monitor and manage campaigns to ensure optimal results, maintaining channel integrity and applying key learnings to future efforts.<br>• Research and adopt emerging trends in the industry, introducing innovative approaches to keep campaigns fresh and competitive.<br>• Analyze campaign performance using tools like Google Analytics, creating detailed reports to guide decision-making.<br>• Maintain a consistent focus on improving ROI by identifying and implementing strategies for efficiency.<br>• Collaborate with cross-functional teams to align advertising efforts with broader company goals.
We are looking for an experienced Director to join our Media Analytics & Customer Success team in Pearl River, New York. In this role, you will lead strategic initiatives that drive client success by combining data-driven insights with advanced media analytics. You will collaborate with cross-functional teams to deliver impactful solutions for a diverse portfolio of clients across multiple media channels.<br><br>Responsibilities:<br>• Develop and oversee the implementation of measurement frameworks, campaign data strategies, and media testing plans to optimize client campaigns.<br>• Act as a senior analytics lead for key accounts, translating complex performance data into actionable strategies and communicating insights to executive-level stakeholders.<br>• Enhance media analytics offerings by identifying links between performance metrics and variables such as touchpoints, geography, creative sequencing, and channel placement.<br>• Design and manage advanced reporting solutions using tools like Tableau, Datorama, and Excel to deliver clear and visually engaging campaign insights.<br>• Analyze diverse data sources, including first-party and third-party data, ad server logs, and market research, to uncover insights that refine marketing strategies.<br>• Provide leadership and mentorship to a team of analysts, setting annual goals, conducting performance reviews, and refining team structure to achieve optimal results.<br>• Collaborate with internal teams such as Client Services, Data Science, and Business Intelligence to identify and implement the best solutions for client needs.<br>• Lead client-facing discussions, offering thought leadership and strategic guidance to ensure alignment with business objectives.<br>• Stay updated on industry trends and innovations to continuously evolve analytics strategies and practices.
We are in search of a Data Reporting Analyst in the legal industry, located in New York. The role involves handling and analyzing data, identifying trends, and supporting legal strategies and decision-making. The successful candidate will be expected to collaborate with various stakeholders, ensure data accuracy, and adapt to changing priorities.<br><br>Responsibilities:<br><br>• Handle and analyze medium to large datasets, extracting valuable insights to support legal strategies and decisions.<br>• Collaborate with various stakeholders to gather requirements, ensuring the maintenance of data accuracy.<br>• Develop and implement data systems and models, aiding in the identification and tracking of legal trends.<br>• Uphold compliance with data privacy and legal regulations, ensuring all data handling aligns with these standards.<br>• Regularly provide reports, ensuring the maintenance of data integrity.<br>• Adapt to changing priorities as required, demonstrating flexibility and the ability to manage multiple tasks.<br>• Utilize Apache Spark, Atlassian Jira, BusinessObjects Technologies, Erwin Data, and Gap Analysis tools effectively.<br>• Implement AB Testing, Agile Scrum, Analytics, Business Intelligence (BI), and Business Requirement Document skills in daily operations.
<p><strong> Senior Cost Accountant – Be Paid for saving the world! ($115k-125k)</strong></p><p><br></p><p>Leading renewable energy company committed to sustainable innovation and reducing our carbon footprint. Based in Bethel, CT, the organization operates in a dynamic manufacturing environment, utilizing raw materials, efficient labor processes, and optimal overhead allocation to produce high-quality products. They're looking for an experienced Senior Cost Accountant to join the growing team and play a critical role in financial and operational success.</p><p> </p><p><strong>Position Overview:</strong></p><p>The Senior Cost Accountant will be responsible for managing all aspects of cost accounting, including analyzing manufacturing costs, compiling materials and labor data, and ensuring accurate overhead allocation. This position plays a key role in identifying cost efficiencies and supporting strategic decision-making to enhance profitability.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support month-end, quarter-end, and year-end closing processes with accurate reports and journal entries</li><li>Work closely with senior management to create budgets and forecasts based on historical data and trends</li><li>Develop cost estimates and analyze variances between standard and actual costs to improve manufacturing efficiencies</li><li>Conduct balance sheet reconciliations related to inventory and production costs</li><li>Maintain and analyze detailed cost accounting records, including raw materials, labor, and overhead allocations</li><li>Collaborate with the manufacturing team and operational leaders to provide meaningful insight into cost trends and recommend process improvements</li><li>Ensure compliance with accounting standards and provide audit support as needed</li></ul><p><strong>Must-Have Skillsets:</strong></p><ul><li>Minimum of <strong>5 years of relevant experience in the manufacturing industry</strong> </li><li><b>Bachelor’s degree</b> in accounting, Finance, or a related field </li><li>Strong expertise in <strong>cost variance analysis</strong> and reconciliations</li><li>Advanced Excel skills for data analysis and cost modeling</li><li>CPA certification is highly attractive and preferred</li></ul><p><strong>Why Join?</strong></p><ul><li>Opportunity to work for a forward-thinking company advancing renewable energy solutions.</li><li>A collaborative work environment that values innovation and sustainability.</li><li>Competitive salary and benefits package, including professional development opportunities</li></ul><p><strong>To Apply:</strong></p><p>Explore your career potential while contributing to a greener tomorrow! For immediate consideration send resumes directly to Jennifer.Beilin@Roberthalf (dotcom)</p>
<p>Position Summary:</p><p>We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.</p><p><br></p><p>Key Responsibilities:</p><p>Strategy & Planning</p><p>Partner with business leaders to understand strategic goals and translate them into actionable initiatives.</p><p>Identify opportunities for process improvement and technology enablement.</p><p>Requirement Gathering</p><p>Conduct detailed business analysis to capture functional and non-functional requirements.</p><p>Facilitate workshops, interviews, and documentation sessions with stakeholders.</p><p>Project Delivery</p><p>Lead cross-functional project teams from initiation through execution.</p><p>Ensure timely delivery of solutions aligned with business objectives and compliance standards.</p><p>Stakeholder Management</p><p>Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.</p><p>Build and maintain strong relationships across departments to ensure alignment and transparency.</p><p>Data Analysis & Reporting</p><p>Analyze data to uncover trends, insights, and opportunities for optimization.</p><p>Develop and maintain dashboards and reports to track project progress and business performance.</p><p><br></p>
Robert Half is seeking a talented Financial Analyst to support our client in Southington, CT. This is an excellent opportunity for a skilled detail oriented passionate about analyzing data and providing actionable business insights. If you thrive in a dynamic workplace environment and possess strong analytical skills, we want to hear from you! Key Responsibilities: Prepare and analyze financial reports, forecasts, and budgets to assist in strategic decision-making. Conduct variance analysis and provide recommendations for optimizing financial performance. Collaborate with various departments to identify trends, risks, and growth opportunities. Build complex financial models and present insights to management teams. Track key performance indicators (KPIs) and generate actionable insights. Streamline reporting processes and improve data accuracy using advanced tools and strategies. Assist with month-end close tasks, including account reconciliation and journal entries. Ensure compliance with company policies, accounting standards, and regulatory requirements.
<p>Staff Accountant opportunity available with reputable Deer Park company. Privately held company seeks a bright, eager Staff level individual to join an established team, and positive work culture. This in-office role will offer you the opportunity to hone your accounting skills in a mentoring environment and learn from a terrific management team. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and record journal entries to ensure accurate financial data.</p><p>• Maintain and reconcile the general ledger to support financial reporting processes.</p><p>• Review and analyze financial statements to identify discrepancies and ensure compliance.</p><p>• Utilize Microsoft Excel to organize, analyze, and present financial data effectively.</p><p>• Assist in monthly, quarterly, and annual closings to meet reporting deadlines.</p><p>• Ensure adherence to accounting policies and procedures throughout all financial operations.</p><p>• Collaborate with team members to support audits and other financial reviews.</p><p>• Monitor and resolve accounting issues promptly to maintain operational efficiency.</p><p>• Provide support for special projects and financial initiatives as required</p>
<p><strong>Controller - Boutique Private Equity.</strong></p><p>Our client is looking for an experienced accounting / reporting professional to join their team in Greenwich, Connecticut. This role is ideal for an accomplished individual with a strong background in private equity and financial management. The successful candidate will oversee critical financial operations and ensure compliance with industry standards.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage all financial operations, including accounting, budgeting, and reporting, to maintain organizational efficiency.</p><p>• Oversee private equity investments and ensure accurate financial reporting for all related activities.</p><p>• Implement financial controls and ensure compliance with regulatory and industry requirements.</p><p>• Analyze financial data to provide strategic insights and recommendations to senior leadership.</p><p>• Prepare detailed financial statements and reports for internal and external stakeholders.</p><p>• Collaborate with auditors to ensure successful completion of financial audits.</p><p>• Monitor cash flow and manage capital to support the organization's operational and investment strategies.</p><p>• Develop and maintain relationships with external partners, including banks and investors</p>
<p>We are in the hunt for a Business Analyst to join our team located in New York. As a Business Analyst, this role is integral to our operations, with responsibilities encompassing strategic planning, financial reporting, budgeting, and sales analysis. The selected candidate will also be tasked with managing office functions, improving processes, and handling ad hoc financial requests.</p><p><br></p><p>What you get to do every single day:</p><p>• Assist with strategic planning, including the development of forecasts, budgets, and financial reports.</p><p>• Facilitate office functions, such as preparing and analyzing various financial reports and data prior to submission.</p><p>• Analyzing and reporting on sales, operating income, and cash flow on a weekly basis.</p><p>• Contributing to capital management by developing and maintaining program working capital in the FCST system.</p><p>• Conducting variance analysis for program cash and collaborating with program finance to develop monthly forecasts.</p><p>• Recognizing and addressing variances, working with relevant individuals to identify potential corrective actions, risks, or opportunities.</p><p>• Creating and delivering executive level presentations to both finance and non-finance personnel.</p><p>• Participating in annual operating plan development.</p><p>• Executing monthly balance sheet and cash analysis/forecast and variance analysis.</p><p>• Participating in financial reporting process improvement projects.</p><p>• Developing tools, templates, and processes to simplify data gathering and report preparation, ensuring relevancy and appropriate detail.</p><p>• Handling ad hoc financial requests and managing multiple tasks independently.</p>
<p>Recognized New York City firm is currently seeking a Bookkeeper to join our client's team in New York, New York. In this role, you will contribute to the accurate management of financial records, including tasks related to accounts receivable, accounts payable, and cash handling. The ideal candidate will have a strong foundation in financial processes and a proven ability to meet deadlines in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee cash-handling processes, ensuring accuracy and proper documentation.</p><p>• Manage accounts receivable functions, including invoicing, tracking payments, and following up on outstanding balances.</p><p>• Handle accounts payable responsibilities, such as processing vendor payments and reconciling discrepancies.</p><p>• Prepare and record general ledger entries to maintain accurate financial records.</p><p>• Reconcile various accounts, including bank statements, to ensure consistency and accuracy.</p><p>• Generate data spreadsheets and financial reports based on thorough research and analysis.</p><p>• Collaborate with the Controller to support month-end and year-end closings and reporting.</p><p>• Maintain compliance with financial regulations and company policies in all accounting activities.</p>
<p>We are seeking a strategic and results-driven <strong>Director of Data and Technology</strong> to lead the organization’s data infrastructure, technology integration, and business intelligence initiatives. In this pivotal role, you will oversee vendor relationships, ensure smooth systems integration, and champion data quality and accessibility to drive operational growth and scalability, including processes involved in mergers and acquisitions (M& A).</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Technology & Vendor Management</strong></p><ul><li>Manage a portfolio of SaaS technology solutions; collaborate with team leaders to assess new vendors, evaluate costs, negotiate contracts, and support implementation and integration efforts.</li><li>Oversee and monitor IT expenditures across all software and technology platforms to optimize cost efficiency.</li></ul><p><strong>Data & Business Intelligence</strong></p><ul><li>Develop and sustain business intelligence dashboards tailored to organizational goals, prioritizing data integrity and actionable insights.</li><li>Serve as a subject matter expert in reporting and analysis to support teams with KPI tracking, ensuring reporting accuracy, and identifying automation opportunities to boost efficiency.</li></ul><p><strong>Systems Integration & M& A Support</strong></p><ul><li>Lead enterprise-wide systems integration initiatives for seamless operations across the organization.</li><li>In M& A scenarios:</li><li>▸ <strong></strong>Conduct comprehensive evaluations of acquisition targets' data and systems to assess integrity and compatibility.</li><li>▸ Reconcile and align disparate data structures to ensure consistency and usability.</li><li>▸ Provide leadership with expert guidance on technology changes needed to enable strategic data visibility and performance monitoring.</li></ul><p><strong>Innovation & Strategy</strong></p><ul><li>Stay informed about technology trends and innovations, particularly in the Applied Behavioral Analysis (ABA) sector.</li><li>Identify, evaluate, and recommend emerging tools and practices to enhance organizational efficiency, elevate service quality, or streamline operations.</li></ul><p><strong>Role Scope:</strong></p><ul><li>This is a strategy-focused role designed to lead through growth phases, though it does not involve managing large teams directly at this time.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Sr. Accountant in the Glastonbury area! In this role, you will play a key part in analyzing financial data, ensuring compliance with regulations, and contributing to the accuracy of financial reporting. The ideal candidate will bring strong analytical skills, a deep understanding of accounting principles, and a passion for driving financial excellence.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analysis of gross margins for primary product lines, identifying and investigating any unusual variances.</p><p>• Assess financial data to uncover trends, variances, and opportunities for improvement that align with organizational objectives.</p><p>• Review and verify the accuracy of postings made to the General Ledger.</p><p>• Prepare and post monthly journal entries to ensure accurate financial records.</p><p>• Collaborate in the preparation of timely and accurate financial statements to support management decision-making.</p><p>• Reconcile balance sheet accounts and perform in-depth analysis of revenue and expenses.</p><p>• Ensure adherence to internal controls, company policies, and regulatory requirements.</p><p>• Provide support during the annual audit and budget preparation process.</p><p>• Contribute to various projects, including process improvements and data analytics initiatives.</p><p>• Assist team members in meeting deadlines and achieving project goals.</p>
<p>Reporting to the Manager of Accounts Receivable, this temporary role is an integral member of the Finance team. The Accounts Receivable/Finance Temp will partner closely with the AR team, New Sales team, and colleagues across the organization to support invoicing, collections, and day-to-day financial operations. In addition, this role will provide broad support to the Finance team, assisting with reporting, data tracking, and special projects as needed. This position offers exposure to multiple areas of finance and the opportunity to contribute to a variety of business initiatives.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage vendor documentation and coordinate the distribution of W-9s to members.</li><li>Communicate with engagement teams regarding payment receipts and provide remittance details to the Sr. Financial Analyst.</li><li>Process credit card transactions and ensure accurate, timely recording of payments.</li><li>Track, monitor, and escalate member responses related to billing and collections.</li><li>Organize and maintain contracts and membership confirmations within the CRM system.</li><li>Update and maintain assigned reports on a monthly basis.</li><li>Prepare and send vouchers for signature via DocuSign.</li><li>Provide cross-functional support to other areas of the Finance team, including reporting, data analysis, and ad-hoc projects.</li><li>Support additional projects and responsibilities as assigned.</li></ul><p><br></p>
We are providing an engaging opportunity for an Accountant in the education sector. The position is based in New York, New York, 10036, United States. This role offers a contract to permanent employment opportunity and will involve in-depth budgeting, forecasting, and financial analysis tasks.<br><br>Responsibilities:<br>• Collaborate with multiple departments to ensure precise budget forecasting and allocation.<br>• Assist in the accurate preparation, analysis, and monitoring of the organization's budget.<br>• Support the effective implementation and integration of the financial system.<br>• Carry out financial analysis and create reports to aid decision-making.<br>• Offer technical support and training related to the new financial system.<br>• Identify and resolve any budget discrepancies and variances.<br>• Perform monthly reconciliations to uphold the financial integrity of various budgets and financial data.<br>• Conduct detailed analysis of requests for capital budget allocations for State and City projects.<br>• Ensure project chart fields and financial codes align with authorized budgets, maintaining compliance with financial guidelines and organizational policies.<br>• Participate in the maintenance of various datasets for expenses, revenue, staffing, enrollment, and other indicators.<br>• Assist with special and ad hoc reports and analyses when required.<br>• Coordinate State and City capital-related exercises and plans.<br>• Review and coordinate the submissions of capital projects to the State and City of New York.<br>• Engage in preparing, reviewing, and reconciling projects for inclusion in the University’s Capital Request.
