<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
We are looking for a Senior GRC Analyst to lead and enhance our organization's IT governance, risk, and compliance framework in Stamford, Connecticut. In this role, you will drive alignment with regulatory standards, industry best practices, and business objectives, while ensuring the effectiveness of IT controls and compliance programs across various domains. Acting as a key advisor, you will collaborate with leadership, stakeholders, and audit teams to manage risks and strengthen governance processes.<br><br>Responsibilities:<br>• Oversee and validate the effectiveness of IT security, governance, risk, and compliance programs.<br>• Facilitate alignment between IT and audit functions, ensuring adherence to industry standards and frameworks.<br>• Develop and enhance the enterprise IT governance roadmap to improve risk visibility and control effectiveness.<br>• Provide strategic guidance for system implementations, technology strategies, and service interruption responses.<br>• Collaborate with business units to align IT controls with organizational policies and industry trends.<br>• Support internal and external audit activities by preparing documentation, evidence, and self-assessments.<br>• Conduct IT risk assessments, including reviews of third-party providers, and contribute to broader compliance initiatives.<br>• Identify areas for governance enhancement and recommend technology solutions to mitigate risks.<br>• Develop and maintain IT governance policies, standards, and procedures to ensure regulatory and contractual compliance.<br>• Assist in continuity planning and risk mitigation related to disaster recovery and lifecycle management.
We are looking for a skilled Business Analyst to serve as a key liaison between business stakeholders and IT teams, ensuring the efficient use of SAP S/4HANA modules. This role requires a proactive individual who can oversee system stability, manage vendor relationships, and provide functional support to enhance business processes. Based in Stamford, Connecticut, you will play an integral role in driving operational excellence and delivering measurable improvements to the organization.<br><br>Responsibilities:<br>• Serve as the primary point of contact for assigned SAP S/4HANA modules, including Financial Accounting & Controlling (FI CO), Materials Management (MM), Sales and Distribution (SD), and Group Reporting.<br>• Ensure the stability and consistency of SAP processes across the organization.<br>• Lead and mentor internal SAP specialists, aligning their efforts with business priorities.<br>• Review and validate incident reports, fixes, and change requests proposed by external SAP providers.<br>• Collaborate with stakeholders to gather business requirements and translate them into detailed functional specifications.<br>• Support initiatives aimed at analyzing, harmonizing, and improving business processes.<br>• Coordinate SAP-related activities, ensuring readiness for system go-lives and smooth transitions.<br>• Maintain compliance with IT governance and change management standards for SAP changes.<br>• Manage integrations between SAP and related systems, such as HR platforms and third-party applications.<br>• Act as the primary functional liaison with SAP partners and escalate risks or issues to IT leadership when necessary.
<p><strong>Job Description: Financial Analyst</strong></p><p><strong>Overview:</strong></p><p>We are seeking a Financial Analyst to join our team, supporting critical decision-making and strategic initiatives. The ideal candidate will hold a degree in Finance, possess strong Excel and financial modeling skills, and have at least 2 years of professional experience in a financial analyst role.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop, maintain, and update financial models to forecast business performance, support budgeting, and evaluate strategic options</li><li>Analyze financial results and trends, preparing reports and presenting actionable insights to management</li><li>Support monthly, quarterly, and annual financial reporting and variance analysis</li><li>Assist in budgeting, planning, and forecasting activities</li><li>Conduct ad-hoc analysis to support business operations and project initiatives</li><li>Collaborate with cross-functional teams on financial data collection and analysis</li><li>Utilize advanced Excel functions (pivot tables, vlookups, complex formulas) to manipulate and analyze data</li><li>Ensure accuracy and integrity of financial information</li></ul><p><br></p>
<p>We are looking for a dedicated Financial Analyst to join our team in Upper Saddle River, New Jersey. The ideal candidate will excel in financial analysis and modeling, supporting the organization’s decision-making process with accurate insights and data-driven recommendations. This role is an excellent opportunity for someone who is detail-oriented and passionate about turning complex financial data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily financial operations for the speaker bureau, including budgeting, forecasting, accruals, and variance analysis</li><li>Develop and oversee Statements of Work (SOWs), ensuring required approvals</li><li>Create and manage budgets, proposals, and complex SOWs</li><li>Prepare and deliver monthly budgets, accrual reports, and financial updates</li><li>Partner with Program Directors to review monthly accruals</li><li>Ensure accurate reconciliations and client-ready financial reports</li><li>Provide invoicing details to Accounts Receivable for timely billing</li><li>Set up new projects, including job numbers and records</li><li>Ensure compliance with internal and client SOPs</li><li>Support client meetings, accrual discussions, and process improvement efforts</li></ul>
<p><strong>Senior Financial Analyst </strong></p><p>Greater Hartford | <strong>(Mostly Remote)</strong></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>: SF0013415977</p><p><br></p><p>A high-growth organization is hiring a Senior Financial Analyst to support its expanding supply chain and distribution operations. This is a newly created role with strong visibility and true ownership of the function.</p><p><br></p><p><b>Main Responsibilities </b></p><ul><li>Own budgeting, forecasting, and financial modeling for supply chain operations</li><li>Analyze performance, identify trends, and deliver actionable insights</li><li>Partner directly with operations leadership on decision-making</li><li>Build models from large data sets to improve efficiency and profitability</li></ul><p><strong>Requirements: </strong></p><ul><li>3–5+ years of FP&A / financial analysis experience</li><li>Strong financial modeling + advanced Excel</li><li>Ability to work with large data sets and build models from scratch</li><li>Strong communication and business partnering skills</li><li>Experience in a fast-paced or high-growth environment</li><li>Supply chain / logistics / distribution finance exposure is a plus! </li></ul><p><strong>Why This Role:</strong></p><ul><li>Newly created due to growth – full ownership of supply chain finance</li><li>High-growth company with expanding distribution footprint</li><li>Strong visibility and career runway</li><li>True business partnering role (not just reporting)</li><li>Collaborative, employee-focused culture</li></ul><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 SF0013415977.</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>Our client in the Lower Fairfield, CT area has an opening for Business Analyst Consultant. In this long-term contract role, you will play a pivotal part in driving data-driven insights and supporting strategic decisions across a dynamic organization. The ideal candidate will bring a wealth of expertise in data analysis and business intelligence, paired with a deep understanding of industry-specific practices.</p><p><br></p><p>Responsibilities:</p><p>• Produce accurate and detail-oriented reports tailored to a diverse range of stakeholders.</p><p>• Leverage best practices to ensure data analysis aligns with industry standards and organizational objectives.</p><p>• Collaborate with teams to deliver actionable insights based on cleaned and organized data.</p><p>• Utilize expertise in multiple data systems to streamline reporting processes and enhance efficiency.</p><p>• Ensure high levels of accuracy and attention to detail in all data-related outputs.</p><p>• Support strategic decision-making by analyzing transaction timelines and other critical metrics.</p><p>• Apply knowledge of private equity operations to optimize data reporting and visualization.</p><p>• Develop and maintain data visualization tools to communicate findings effectively.</p><p>• Manage the integration and analysis of data across multiple operating systems.</p><p>• Partner with senior executives to align analytics initiatives with organizational goals.</p><p>If you are interested in this Business Analyst role, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Business Analyst"</p>
<p><strong>IS Business Intelligence Analyst (Individual Contributor)</strong></p><p><strong>Employment Type:</strong> 17 Week Contract, Potential for Extension</p><p><strong>Work Arrangement:</strong> Mahwah, NJ</p><p><strong>Job Summary</strong></p><p>The IS Business Intelligence Analyst will support a large-scale ERP data migration initiative, focusing on validation and reconciliation activities to ensure data integrity as records transition from legacy systems into SAP. This individual contributor role requires advanced SQL expertise, strong analytical judgment, and the ability to operate independently while collaborating with cross-functional migration teams.</p><p>The role is highly hands-on and operational, supporting high-volume datasets, migration batch validation, and performance-optimized analytics used for reporting and decision-making.</p><p><strong>Key Responsibilities</strong></p><ul><li>Support ERP data migration validation efforts to ensure accuracy, completeness, and integrity of data moving from legacy systems into SAP</li><li>Write, troubleshoot, and optimize complex SQL queries and stored procedures to reconcile source and target record counts</li><li>Identify data discrepancies by performing primary key matching across source, target, and error/reject tables</li><li>Build and maintain stored procedures using a layered staging architecture</li><li>Optimize SQL performance on large datasets, including:</li><li>Indexing strategies</li><li>Data type optimization</li><li>Query refactoring and transformation tuning</li><li>Materialize validation and reconciliation results into physical tables for Power BI reporting and analytics consumption</li><li>Perform sampling-based validation when full dataset comparisons are impractical</li><li>Provide on-call and live troubleshooting support during migration execution</li><li>Participate in collaborative working sessions and cross-team problem-solving discussions</li><li>Present validation findings, trends, and risks to technical and non-technical audiences as needed</li></ul>
<p><strong>Treasury Analyst - Torrington, CT</strong></p><p><strong>Contact: </strong>Brittany Rizzo / Brittany.Rizzo@roberthalf com</p><p><strong>Reference ID:</strong> BR0013400879</p><p><br></p><p><strong>Job Summary</strong></p><p>The Treasury Analyst is responsible for supporting the organization’s cash management, liquidity planning, and financial risk management activities. This role monitors daily cash positions, assists with forecasting, supports banking relationships, and helps ensure the company maintains optimal liquidity while complying with internal policies and financial regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor daily cash balances across bank accounts and ensure adequate liquidity for operational needs.</li><li>Execute and record cash transfers, investments, and debt-related transactions.</li><li>Optimize cash positioning and manage intercompany funding activities.</li><li>Prepare short-term and long-term cash flow forecasts.</li><li>Analyze variances between forecasted and actual cash flows.</li><li>Partner with accounting, FP&A, and operational teams to improve forecast accuracy.</li><li>Manage relationships with banking partners and assist with account administration.</li><li>Support payment processing including wires, ACH, and international transactions.</li><li>Maintain bank account documentation and authorized signatories.</li><li>Assist with debt compliance reporting and covenant tracking.</li><li>Support investment activities in accordance with company policies.</li><li>Maintain treasury management systems and banking platforms.</li><li>Assist in monitoring foreign exchange, interest rate, and liquidity risks.</li><li>Support implementation and documentation of hedging activities where applicable.</li><li>Prepare treasury reports for management, including cash positions and liquidity analysis.</li><li>Ensure compliance with internal controls, company policies, and regulatory requirements.</li><li>Support internal and external audits related to treasury activities.</li></ul><p><br></p>