<p>We are looking for a motivated and detail-oriented professional to join our team in Stamford, Connecticut as an Associate of Alternative Investments. This entry-level role offers an excellent opportunity to gain valuable experience in financial services, particularly in private equity and alternative investments, while supporting client service and operational functions. If you are eager to learn, enjoy problem-solving, and aspire to grow in a dynamic environment, this position is an ideal fit.</p><p><br></p><p>Responsibilities:</p><p>• Address client inquiries regarding account changes, transactions, tax documentation, and investor servicing.</p><p>• Process subscription and redemption requests, transfers, and account updates, including changes of address, advisor updates, estate and beneficiary transfers, and registration changes</p><p>• Collaborate with marketing and operations teams to maintain and update forms, applications, and communication materials.</p><p>• Ensure timely and accurate processing of client transactions within strict monthly and quarterly deadlines.</p><p>• Provide guidance on account-related concerns such as asset transfers, registration updates, and tax form availability.</p><p>• Assist in resolving client issues efficiently while maintaining high standards of service.</p><p>• Support the implementation and improvement of workflow processes to enhance operational effectiveness.</p>
We are looking for a skilled Operations Technician to oversee and optimize the daily functions of our in-house Policy Management System in New York, New York. This role is vital in ensuring the seamless handling of policy documentation, endorsements, and payment processing for invoicing. The ideal candidate will act as the go-to expert for U.S. operations, offering guidance and support to both domestic and international teams.<br><br>Responsibilities:<br>• Supervise daily operations within the policy management system to ensure precision and timely handling of transactions.<br>• Collaborate with brokers and clients to draft, update, and verify policy-related documentation.<br>• Administer the full lifecycle of policy records, including endorsements and invoicing processes.<br>• Provide training and assistance to global teams on system usage, ensuring adherence to standards and compliance.<br>• Analyze operational data to uncover trends, inefficiencies, and opportunities for improvement.<br>• Design and maintain dashboards and reports using advanced Excel functionalities and visualization tools.<br>• Ensure the accuracy and integrity of data across various platforms, addressing system enhancement needs when required.<br>• Contribute to system upgrades or transitions by offering expertise and operational support.
<p>Robert Half Financial Services are currently recruiting for a Client Service Director role for Treasury Services of a global Bank located in downtown Manhattan New York. Our client requires 12+ years Client Services, Relationship Management or Prime Services experience within a global Bank, with knowledge of Treasury Services or Treasury Operations. The clients are large financial institutions, and this role assists with escalated queries and partner with the senior sales directors. The role is 4 days per week in the downtown Manhattan office.</p><p><br></p><p><u>Responsibilities</u></p><ul><li>Provide support for Escalations, Client Due Diligence, etc. reporting to Global Head, and Liaising w/Service Directors, Segment Heads, key stakeholders, etc.</li><li>Represent Global Client Service, leading Incidents, driving Client Engagement, Communication, etc. </li><li>Ensuring appropriate oversight & governance of our Risk & Control Framework</li><li>Strategize with key stakeholders to drive an intentional, ongoing transformation agenda (tactical & strategic)</li><li>Enhance & maintain robust, healthy partnerships with key stakeholders (internally & externally)</li><li>Oversee Team Governance & Structure: recruiting, retention, improve & maintain Voice of the Employee and Voice of the Client survey results, etc.</li><li>Lead with Thought, People/Client driven focus adhering to management policies and guidelines; cultivating Team Culture & Talent; embedding ongoing transformation principles</li><li>Mentor through ongoing coaching & development; continuing to strengthen your personal development needs</li><li>Gain & leverage a sound understanding of organizational hierarchy, to drive key strategic business needs (on/offshore)</li><li>Meet target objectives (performance, behavior, productivity & risk); achieve training journey requirements </li></ul>
Assurance Manager to $175,000 plus bonus <br><br>HYBRID WORK SCHEDULE <br><br>Assurance Manager – Financial Services <br><br>REFERENCE CODE DS0013130384<br><br>National CPA firm has been growing its Financial Services Practice with SBIC audit services including PE, Hedge, Broker Dealer, Fund to Fund and Real Estate Funds. <br><br>Minimum requirements include a CPA, a minimum of 4+ yrs. Audit experience in Financial Services and SBIC entities inducing planning engagements, managing budgets oversee staff and completing timely deliverables. <br><br>Base salary to $175,000 plus bonus varies based on experience. <br><br><br>PLEASE READ CAREFULLY ABOUT HOW TO EMAIL ME. <br>If you meet the minimum requirements and want to learn more about this opportunity, email, your resume as a word document to Duane E. Sauer, CPA at [email protected] or reach out to him on LinkedIn and reference DS0013130384. YES the “0” in “.c0m” should be the letter “o” when you type my email vs. the number zero. I can explain why I have to do this when we talk. <br><br>DO NOT “Apply” to this posting. <br><br>Email Duane directly or reach out on LinkedIn. <br><br>For quick consideration please email me directly at [email protected] vs. “applying” or contact me via LinkedIn. <br><br>Email [email protected]<br><br>Duane Sauer
<p><em>We are seeking an experienced </em><strong><em>Director of Finance</em></strong><em> to lead financial strategy and operations at our New York office. This is a high-impact leadership role responsible for driving revenue planning, budgeting, and financial forecasting while implementing modern tools and streamlining processes. You’ll work closely with senior leadership and a global finance team to shape and execute the financial vision of the firm.</em></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead budgeting, revenue planning, and forecasting to align with business goals.</li><li>Develop and execute multi-year strategic financial plans.</li><li>Drive improvements in financial reporting to deliver clear, actionable insights.</li><li>Identify and implement process improvements and tech-driven solutions—including AI tools—to boost efficiency.</li><li>Partner with global counterparts to ensure cohesive financial strategy across regions.</li><li>Use Power BI and other analytics tools to support business transformation.</li><li>Build, lead, and mentor a high-performing finance team across locations.</li><li>Oversee cash flow management to ensure financial health and operational resilience.</li><li>Act as a strategic advisor to senior leadership on financial planning and execution.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Proven leadership experience in a senior finance role, ideally within a professional services environment.</li><li>Strong background in budgeting, forecasting, and long-term financial planning.</li><li>Hands-on experience with financial systems and analytics platforms (e.g., Power BI).</li><li>Track record of implementing process improvements and digital transformation initiatives.</li><li>Excellent communication and leadership skills, with the ability to influence across all levels.</li><li>Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus).</li></ul><p><strong>Work Environment:</strong></p><ul><li>Hybrid model: 3 days/week in-office in Manhattan.</li><li>Fast-paced, collaborative, and results-oriented culture.</li></ul><p><br></p>
<p><strong>Accounting Director - Private School</strong></p><p><br></p><p>Our client a private school based in Litchfield County, CT is adding a managerial role to their accounting team. This role reports to the CFO, works closely with the schools leadership, and manages a team of four. This role offers the opportunity to manage financial reporting, oversee endowment and investment reporting, and contribute to board presentations in an educational setting. The ideal candidate will have a strong background in accounting and financial operations, coupled with excellent organizational and analytical skills.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Oversee monthly financial close processes to ensure accuracy and compliance.</p><p>• Manage general ledger activities and maintain proper documentation.</p><p>• Administer endowment and investment reporting, ensuring alignment with organizational goals.</p><p>• Develop and deliver detailed financial presentations for the board.</p><p>• Collaborate with various departments to streamline financial processes and improve efficiency.</p><p>• Conduct financial analysis to support strategic decision-making.</p><p>• Supervise and mentor accounting staff to foster growth and development.</p>
<p>Robert Half Legal is partnering with an asset management company who is seeking to hire a Senior Paralegal to join their in-house legal team. This Senior Paralegal must have at least 5+ years of experience working in investment management, asset management, or private equity. The ideal candidate will have experience supporting board of director's meetings, preparing proxy statements, filing Section 16 filings including Forms 3, 4, and 5, and have prior Investment Company Act of 1940 experience. This role directly reports to the Senior Counsel. In addition, the company offers a highly flexible hybrid WFH schedule (3/2 days in-office). This position is paying between $100-120K+ a 15% bonus target and phenomenal benefits. </p><p><br></p><p><strong><u>Senior Paralegal Responsibilities:</u></strong></p><ul><li>Draft and prepare meeting minutes, notices, agendas, resolutions, executive summaries, and other memoranda for corporate governance purposes.</li><li>Collaborate with fund counsel and business teams to draft, review, and compile regulatory filings such as registration statements, disclosure documents, and exhibits.</li><li>Organize and distribute materials for Board of Directors meetings, including compiling reports for electronic board books.</li><li>Manage legal filing schedules and recurring board agendas, while maintaining up-to-date biographies of directors and officers.</li><li>Assist in drafting, reviewing, and coordinating the execution of fund agreements and various legal documents.</li><li>Ensure compliance with applicable legal standards and assist in the preparation of proxy statements and documentation for new fund launches.</li><li>Provide support in assembling regulatory documentation required under the Investment Company Act of 1940.</li></ul><p><br></p><p>For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at <strong><u>justin . rambert @ robert half com</u></strong></p>
<p>My client is a highly prestigious, large national Non for Profit located in the heart of NYC.</p><p> </p><p>The SVP of Finance is looking to hire several Budget Managers to their team. They have a portfolio of smaller subsidiaries that roll up into the Corporate NFP company/team.</p><p> </p><p>The Budget Manager will manage a budget around $8 million for this subsidiary report into the Corp SVP of Finance for budget/finance related matters. As well report into the local subsidiary's Director for operational day to day matters.</p><p> </p><p>This is an extremely high exposure role working with both Executive and Senior Leadership.</p><p> </p><p>The SVP of Finance is looking for a current Budget Manager or Budget Analyst ready to take their next step in their career. Unfortunately they are not looking for a Grant Accountant looking to move into a Budget Manager role, this role is 70% budgeting/finance.</p><p> </p><p>They are in the office 5 days a week in NYC.</p><p> </p><p>As always, these are permanent, full time, fully benefited salaried positions (these are NOT temp, or temp to perm).</p><p> </p><p>Compensation is based on experience:</p><p>The range is between $85 - $100k base</p><p> </p><p>What you will do:</p><ul><li>Manage the local budget for this NFP subsidiary 70% of this role is budgeting/finance</li><li>Work with local program managers on their budget/spend/grants/variance</li><li>Support and work with the Corporate accounting team on the month end close</li><li>Support posting journal entries and reconciliations</li><li>Support the local subsidiary with some day to day operational support around HR/payroll</li></ul><p> </p><p>Who are you?</p><ul><li>Highly prefer Non For Profit experience </li><li>Currently in either a Budget Manager or Budget Analyst position at a top tier NFP </li><li>A minimum of a BA/BS in Finance from a top accredited school</li><li>5+ years of experience. </li></ul><p> </p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial.</p><p>He or she must be able to effectively collaborate with individuals both inside and outside the company.</p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>
We are looking for an experienced Director of Finance to take a strategic leadership role within our organization in New York, New York. This position demands a forward-thinking individual who can drive financial planning and analysis, oversee budgeting processes, and provide actionable insights to support business growth. The ideal candidate will bring a strong background in managing financial operations, including full P& L ownership and M& A activities.<br><br>Responsibilities:<br>• Develop and manage robust financial models to support strategic decision-making and operational goals.<br>• Oversee the creation and execution of annual budgets and forecasting processes, ensuring accuracy and alignment with organizational objectives.<br>• Take full ownership of profit and loss (P& L) performance, driving financial and operational efficiency across the organization.<br>• Lead M& A due diligence efforts and provide integration support to ensure seamless transitions and alignment.<br>• Prepare and present executive-level reporting, including board presentations and strategic financial insights.<br>• Collaborate with accounting to streamline month-end close processes and ensure timely and accurate reporting.<br>• Spearhead the selection and implementation of a new FP& A tool, optimizing financial systems and processes.<br>• Identify trends, risks, and opportunities within financial data to proactively inform business decisions.<br>• Design and implement new budgeting processes that enhance financial oversight and operational planning.<br>• Provide leadership and mentorship to finance team members, fostering a culture of innovation and accountability.
We are looking for a dynamic VP/Director of Finance to join our team in New York, New York, on a long-term contract basis. This leadership role is critical in overseeing financial operations, ensuring compliance, and driving strategic insights to support organizational goals. The ideal candidate will excel in managing budgets, financial reporting, and fostering growth within the finance team.<br><br>Responsibilities:<br>• Lead the preparation and review of monthly financial reports, ensuring accuracy and timely submission to the parent company.<br>• Oversee budgeting processes, approving financial plans and reports before submission to key stakeholders.<br>• Provide strategic guidance and support to the finance team, answering queries and encouraging development.<br>• Ensure compliance with all local, state, and federal financial regulations and reporting standards.<br>• Manage audits, tax filings, and financial risk assessments to safeguard the organization's interests.<br>• Monitor cash flow forecasts and performance against budgets, offering actionable insights for improvement.<br>• Develop and maintain strong internal controls and financial systems to enhance operational efficiency.<br>• Collaborate with regional teams to consolidate financial data and ensure seamless reporting.<br>• Lead month-end close processes, ensuring accuracy and adherence to deadlines.<br>• Utilize Sage Intacct and other tools to streamline financial operations and reporting.
<p>We are seeking a detail-oriented and highly analytical TEMPORARY <strong>Senior Accountant</strong> to join our finance and accounting team in STAMFORD CT. The ideal candidate will possess a strong understanding of accounting principles, financial reporting, and compliance. They will be responsible for supporting the organization’s accounting operations, ensuring accuracy in financial records, and driving improvements in processes and reporting quality.</p><p>S<strong>Key Responsibilities:</strong></p><ul><li><strong>General Accounting:</strong> Manage and oversee accounting ledger operations, including journal entries, account reconciliations, and month-end/year-end close processes.</li><li><strong>Financial Reporting:</strong> Prepare, analyze, and ensure timely submission of monthly, quarterly, and annual financial reports. Ensure compliance with GAAP or other relevant accounting standards.</li><li><strong>Budgeting and Forecasting:</strong> Collaborate with department heads to build budgets, monitor variances, and provide insightful reports for forecasting purposes.</li><li><strong>Compliance:</strong> Maintain adherence to local, state, and federal regulations, including tax filings and audits. Support external auditors in their examination of records.</li><li><strong>Improvement Initiatives:</strong> Identify inefficiencies in financial processes and establish streamlined workflows to enhance operational efficiency.</li><li><strong>Technical Accounting:</strong> Research and implement solutions for complex accounting issues such as revenue recognition, lease accounting, and other regulatory changes.</li><li><strong>Team Collaboration:</strong> Work cross-functionally with other departments, mentoring junior staff, and providing valuable input to leadership on organizational financial strategies.</li><li><strong>System Optimization:</strong> Utilize ERP systems effectively for financial data integrity and reporting. Stay updated on technology trends, including AI platforms and automation tools in accounting operations.</li></ul>
<p>Robert Half is seeking a Senior Technical Project Manager with strong regulatory remediation expertise specific to Operational Resiliency and Business Continuity.</p><ul><li>Ideal Senior Risk & Project Management Professional will ideally have prior Regulator interactions from the FED or OCC.</li><li>8+ years experience in dealing with regulatory related findings such as MRA's and MRIA's or Consent Orders.</li><li>Experience in the Technology and IT Risk space also helpful. with an emphasis on Operational Resiliency, Business Continuity Planning and Disaster Recovery.</li><li>Position is broad in scope and will deal with a number of senior stake holders and requires someone who is detail oriented, organized and excellent with PowerPoint presentations.</li><li>Long term engagement 6-12+ months</li></ul>
<p>Robert Half is in the process of hiring an Insurance Director for a client of ours in the maritime shipping industry. In this position, you will oversee all insurance related matters for a global fleet of container vessels. The primary duties of this position include: </p><p><br></p><p><strong>Insurance Placement and Management Responsibilities</strong></p><ul><li>Spearheads the development of annual budget projections for both Marine and Non-Marine Insurance policies, ensuring alignment with corporate standards.</li><li>Collaborates across departments — including Legal, Human Resources, Technical, Finance, and Commercial teams — to manage and plan insurance policy renewals and updates.</li><li>Reviews reconciled loss records related to Hull & Machinery (H& M) and Protection & Indemnity (P& I) insurance in preparation for renewal discussions.</li><li>Manages the renewal process for H& M and P& I policies, coordinating senior management presentations with brokers/underwriters, and overseeing negotiations through to policy binding.</li><li>Coordinates data preparation and negotiations for renewing various non-marine insurance policies.</li><li>Presents renewal quotes to the Head of Ship Operations (HSO), secures necessary authorizations, and finalizes policy agreements via brokers.</li><li>Ensures policy documentation and invoicing adhere to quoted terms, prepares renewal memos for each policy, and coordinates payment processing with the accounts team.</li><li>Negotiates client service agreements with brokers, presenting recommendations for approval to the HSO.</li></ul><p><strong>Claims and Administrative Oversight</strong></p><ul><li>Works alongside Finance and Legal teams to review insurance clauses in loan agreements and provides required documentation for timely deal closings.</li><li>Maintains and updates the War Risk Breach Calculator provided by brokers, ensuring commercial operators remain compliant.</li><li>Assists in the preparation of technical insurance work instructions, ensuring alignment and collaboration with the HSO.</li><li>Manages and oversees significant Hull & Machinery, P& I, and Freight Demurrage & Defense (FD& D) claims to ensure effective resolution and settlement.</li><li>Monitors claim-handling performance, supervising the Claims Manager to ensure efficient operations.</li><li>Cooperates with Marine Managers on daily administration of crew and cargo-related claims on behalf of owners.</li><li>Reviews and analyzes claims incidents, providing monthly insights to the Finance Director and Claims Manager, along with strategic recommendations to HSO for minimizing negative impacts.</li></ul><p><strong>Incident Response and Advisory</strong></p><ul><li>Offers specialized guidance in handling major incidents, such as oil spills, vessel groundings, fires, and collisions.</li><li>Acts as a key liaison between the company’s response teams and insurance providers.</li><li>Develops communication protocols and tracks costs for claim purposes.</li><li>Engages adjusters as necessary while supervising claims processes through to resolution.</li></ul><p><br></p><p><br></p>
We are looking for an experienced Accounts Receivable Manager to join our team in New York, New York. In this role, you will oversee the accounts receivable operations, ensuring accuracy, efficiency, and compliance with industry standards. The ideal candidate will bring strong leadership abilities and a background in retail or wholesale finance.<br><br>Responsibilities:<br>• Lead and manage the accounts receivable team, providing guidance and support to ensure optimal performance.<br>• Oversee the daily operations of accounts receivable, including billing, collections, and reconciliations.<br>• Handle chargeback processes, ensuring timely resolutions and accurate reporting.<br>• Utilize advanced Excel skills to analyze financial data and generate detailed reports.<br>• Collaborate with other departments to streamline accounting functions and improve efficiency.<br>• Implement and monitor accounting software systems to maintain accurate financial records.<br>• Ensure compliance with regulatory standards and internal policies.<br>• Train and mentor team members to enhance their technical skills and foster their growth.<br>• Conduct regular audits to identify discrepancies and recommend corrective actions.<br>• Drive process improvement initiatives to optimize accounts receivable workflows.
We are looking for an experienced Sr. Director of Accounting to oversee and enhance financial operations in our organization. Based in Secaucus, New Jersey, this role involves managing critical accounting functions, ensuring compliance, and driving efficiency in financial reporting processes. This is an excellent opportunity for an experienced accounting leader to provide strategic leadership in a dynamic retail environment.<br><br>Responsibilities:<br>• Lead and manage the month-end close process to ensure timely and accurate financial reporting.<br>• Oversee the preparation and analysis of financial statements, ensuring compliance with applicable regulations and standards.<br>• Coordinate and manage financial statement audits, acting as the primary point of contact for external auditors.<br>• Develop and implement accounting policies and procedures to maintain operational efficiency and regulatory compliance.<br>• Collaborate with cross-functional teams to provide insights and support for financial decision-making.<br>• Ensure the integrity of financial data by maintaining robust internal controls.<br>• Monitor and analyze key financial metrics to identify trends and opportunities for improvement.<br>• Provide strategic guidance to the accounting team, fostering growth and development.<br>• Stay updated on industry trends and regulatory changes to ensure the company remains compliant.<br>• Drive continuous improvement initiatives within the accounting department.
<p><strong>Senior Accountant - Hedge Fund</strong></p><p><br></p><p>We are assisting our client (a Commodity focused Hedge Fund) with their search for a senior accountant to join their team in Stamford, CT. In this role, you will play a pivotal part in ensuring the accuracy of financial records, supporting audits, and contributing to the overall financial health of the organization. This is an excellent opportunity for someone with a strong interest in accounting and a passion for working within the financial services sector. The firm is known for generous bonuses and benefits, and they are conveniently located next to train station.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• journal entries and reconciliations.</p><p>• Assist in the preparation and review of financial statements to ensure compliance with regulatory standards.</p><p>• Support audit processes by gathering documentation and addressing inquiries.</p><p>• Utilize Excel for data analysis and reporting.</p><p>• Contribute to process improvements to enhance efficiency and accuracy within accounting workflows.</p>
<p><strong>Job Title: </strong>Controller</p><p><strong>Location:</strong> Greater Waterbury area | 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> SF0013264623</p><p><strong>Compensation: </strong>$165,000 - 195,000 + Bonus</p><p><br></p><p>We are looking for an experienced Controller to provide strategic leadership and financial oversight across a division of a global organization. This role involves managing crucial financial activities, ensuring compliance with accounting standards, driving operational efficiency, and fostering a collaborative partnership with operational leaders. The ideal candidate will have a strong background in operations finance within a manufacturing environment, along with proven leadership skills and a detail-oriented mindset.</p><p><br></p><p><strong>Main Responsibilities </strong></p><ul><li>Lead finance teams to deliver accurate global budgets, multi-year plans, forecasts, and monthly performance reviews, while identifying risks and opportunities.</li><li>Streamline processes to achieve a balance between control, efficiency, and speed in decision-making.</li><li>Standardize financial processes and implement best practices across manufacturing facilities.</li><li>Ensure financial reporting adheres to US GAAP in North America and complies with applicable accounting standards and tax laws for international locations.</li><li>Maintain strong financial controls and compliance across all operations.</li><li>Provide actionable insights and analysis on financial business cases, including RFQs, investment evaluations, and strategic make-or-buy decisions.</li><li>Collaborate with operations leaders and site controllers to establish key performance metrics and reporting frameworks to track daily/weekly progress against financial expectations.</li><li>Develop robust reporting on product and portfolio profitability, identifying variances and key drivers compared to budgets and quotes.</li><li>Drive capital budgeting and long-term investment planning, ensuring adherence to spending timelines and performance metrics.</li><li>Ensure timely processing of receivables, payables, and payroll in alignment with internal guidelines.</li><li>Perform regular financial reviews, focusing on profitability, balance sheets, and operational performance.</li></ul><p><strong>Requirements</strong>:</p><ul><li>BS in Accounting, Finance, or related. MBA or CPA is a plus</li><li>5+ years of experience as a controller within a manufacturing environment</li><li>Solid understanding of manufacturing financial operations, including product costing</li><li>Expertise in operational finance, such as profitability calculations, product mix analyses, and cost-saving strategies.</li><li>Strong skills in developing processes, improving procedures, and implementing reporting systems.</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Sal Fiorillo at the email referenced above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p><strong>Director of Finance/Controller for Manufacturing/Distribution Industry </strong></p><p><strong>Location: Hauppauge area </strong></p><p><strong>Anna Parson at Robert Half </strong>is seeking a highly experienced <strong>Director of Finance/Controller</strong> to join a well-established Manufacturing/Distribution client. This is an exceptional opportunity for a hands on and strategic <strong>Director of Finance/Controller</strong> to showcase their leadership skills and expertise in driving financial excellence within a dynamic organization.</p><p><strong>As the Director of Finance/Controller, you will:</strong></p><ul><li>Oversee and manage all accounting operations, ensuring accuracy, timeliness, and compliance with accounting standards.</li><li>Lead financial reporting activities, including monthly, quarterly, and annual statements, while ensuring full accuracy and adherence to regulations.</li><li>Prepare and analyze management reporting to provide clear insights to stakeholders and assist in operational and strategic decision-making.</li><li>Develop and manage budgeting and forecasting processes, aligning financial objectives with overall business strategies.</li><li>Ensure compliance with sales tax reporting requirements, maintaining up-to-date records and adherence to regional and state tax regulations.</li><li>Oversee sales and commission reporting, ensuring accuracy and transparency in compensation-related metrics.</li><li>Provide effective leadership in staff management, including recruiting, development, and mentoring, to build a high-performing finance team.</li><li>Implement and optimize processes within a large ERP system to improve efficiency and automate reporting functions.</li></ul><p><strong>Director of Finance/Controller </strong>will lead a smart, well established, high functioning team. </p><p>Opportunity offers a generous comprehensive benefits package.</p><p>Contact Anna Parson at Robert Half for confidential and immediate consideration or apply now.</p><p><br></p>
<p>We are looking for an experienced Controller to join our team in Hartsdale, New York. This vital role is responsible for overseeing financial management operations for both our multi-family rental properties and laundry service division. The ideal candidate will bring extensive expertise in property accounting, payroll processing, and financial reporting to help drive operational success. As a key member of the leadership team, the Controller will ensure accurate accounting practices, utilize advanced financial systems, and provide financial insights to support strategic decision-making within the organization.</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>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>
<p>Our client in the Lower Fairfield, CT area has an opening for a Treasury Manager. The Treasury Manager will oversee critical treasury functions, including cash management, liquidity planning, and forecasting. This position offers a hybrid work arrangement, with three days a week on-site. Consulting and/or Consulting to Potential Full Time.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, ensuring optimal utilization of financial resources.</p><p>• Oversee liquidity planning and implement strategies to maintain adequate cash flow.</p><p>• Develop and maintain accurate cash forecasting models to support financial planning.</p><p>• Assist in preparing regulatory reports to ensure compliance with banking regulations.</p><p>• Collaborate with internal teams to address treasury-related needs and challenges.</p><p>• Utilize advanced Excel skills to analyze and present financial data effectively.</p><p>• Ensure adherence to industry best practices in treasury and cash management.</p><p>• Identify opportunities to improve processes and enhance operational efficiency.</p><p>• Provide insights and recommendations on liquidity risk management strategies.</p><p>• Support the Chief Accounting Officer with ad hoc treasury projects as required.</p><p><br></p><p>If you are interested in this opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Treasury Manager" </p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team. In this role, you will lead financial planning processes, drive strategic decision-making through detailed analysis, and provide essential reporting to support organizational goals. This position offers an exciting opportunity to work on forecasting, budgeting, and profitability assessments across various channels and brands. <strong>Candidate MUST come out of a CPG/Wholesale environment. </strong></p><p><br></p><p><strong><u>Qualified candidates can send resumes directly to Joe.Ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the financial planning team, ensuring consistent processes and high standards.</p><p>• Develop and maintain monthly cash flow forecasts to support business operations.</p><p>• Prepare quarterly financial forecasts and annual budgets to align with organizational objectives.</p><p>• Create multi-year financial projections to inform long-term strategy and decision-making.</p><p>• Analyze customer channels, product performance, and brand profitability to identify value creation opportunities.</p><p>• Conduct pre-and post-evaluation of sales and marketing initiatives to assess financial impact.</p><p>• Generate advanced brand and channel profitability reports to enhance strategic insights.</p><p>• Build financial models to support mergers, acquisitions, and integration efforts.</p><p>• Implement and optimize technology solutions for budgeting and forecasting processes.</p>
<p>We are seeking an experienced <strong>Senior Marketing Specialist </strong>with 7+ years of experience for a fully remote position with our client on the East Coast. Must have experience in the insurance or financial services industries. Must be able to work East Coast hours. Must have experience with Salesforce, CRM platforms, Excel, and Tableau. Salary is up to 95K with some flex depending on experience and qualifications.</p><p><strong> </strong></p><p>The Senior Marketing Specialist develops member segmentation strategies, journey maps, and personalized experiences to drive engagement, growth, and retention. This role combines strategic thinking, creativity, data insights, and collaboration to deliver measurable marketing outcomes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Create and execute marketing initiatives driven by business goals, segmentation strategies, and market trends.</li><li>Design personalized segmentation strategies, including account-based marketing, to enhance engagement and growth.</li><li>Collaborate with sales and member relations teams to align on priorities, goals, and execution.</li><li>Partner with digital, events, and content teams to ensure strategy alignment and maximize program effectiveness.</li><li>Track and analyze metrics to assess campaign effectiveness, optimize performance, and generate actionable insights.</li><li>Support sales teams with insights, campaign strategies, and marketing collateral.</li><li>Manage budgets and operational activities for segment-specific marketing programs.</li><li>Conduct market analysis to inform and refine marketing strategies.</li></ul>
<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>
