<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>
<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>
We are looking for an experienced Business Analyst Manager to lead the strategic management and optimization of our business systems in a dynamic manufacturing environment. This role requires a strong leader who can collaborate across multiple departments to ensure systems are efficient, reliable, and aligned with organizational goals. Based in Melville, New York, you will play a pivotal role in driving technological advancements and process improvements.<br><br>Responsibilities:<br>• Define and manage the architecture, configuration, and data flows of the Deltek Costpoint ERP system.<br>• Lead integration projects to connect enterprise systems and ensure seamless functionality.<br>• Analyze and optimize workflows to improve efficiency, quality, and throughput across departments.<br>• Design and maintain automated digital workflows to reduce manual processes and enhance productivity.<br>• Act as the primary liaison between internal teams, external consultants, and software vendors to translate business needs into functional solutions.<br>• Oversee business system implementation projects, ensuring adherence to scope, budget, and timelines.<br>• Develop operational and analytical reports to support data-driven decision-making processes.<br>• Manage and maintain multiple SharePoint sites and libraries to streamline collaboration.<br>• Deliver training sessions for end users and create detailed documentation, including SOPs and security guidelines.<br>• Research and recommend innovative technologies, including AI, to enhance system capabilities.
<p><strong>Market Analyst - Energy Trading</strong></p><p>Our client a boutique Energy Trading firm based in Westport, CT continues to build out their trading team. This analytics role focused on market trends, commodity data, and provides insights that support trading decisions. The position will dive into supply and demand analytics to forecast price trends, and research one off events providing the traders with probable market / pricing impacts. For immediate consideration email resume to austin.royle@rhi.</p>