<p>Our client is seeking a Corporate Finance Associate to join their growing team in Minneapolis. The ideal candidate will bring a deep understanding of finance transactions and display a strong ability to manage lender and borrower representations. This role offers an opportunity to work on high-profile financing deals, including syndicated credit facilities and acquisition financings.</p><p><br></p><p>Responsibilities:</p><p>• Handle lender and borrower representations in complex financial transactions.</p><p>• Draft, review, and revise legal documents such as credit agreements, commitment letters, and security agreements.</p><p>• Manage closing deliverables, including secretary’s certificates, resolutions, legal opinions, schedules, and exhibits.</p><p>• Collaborate with private equity sponsors and portfolio companies during financing processes.</p><p>• Provide strategic guidance on broadly syndicated credit facilities and private credit arrangements.</p><p>• Ensure high-quality deal management through proactive client interactions and superior work product.</p><p>• Assist in the preparation and negotiation of acquisition financing agreements.</p><p>• Work closely with clients to address legal, financial, and operational concerns.</p><p>• Maintain a team-oriented approach while meeting deadlines in a fast-paced environment.</p><p>• Leverage your expertise to support legal teams in complex corporate finance matters.</p>
<p>We are looking for an entry-level Financial Analyst in Roseville, Minnesota, <strong>(on site)</strong> to join a team on a contract with the potential for a contract to permanent position. In this role, you will analyze financial data, interpret market trends, and contribute to accurate reporting to support decision-making processes. The ideal candidate will have a strong interest in financial markets and a keen eye for detail. </p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends and insights that inform business strategies.</p><p>• Prepare comprehensive financial reports, ensuring accuracy and clarity.</p><p>• Monitor and interpret financial market developments to provide actionable recommendations.</p><p>• Utilize tools such as Bloomberg Terminal to conduct in-depth market analysis.</p><p>• Collaborate with teams to support forecasting and budgeting processes.</p><p>• Assist in the evaluation of investment opportunities and risks.</p><p>• Contribute to the improvement of financial reporting systems and processes.</p><p>• Research and present findings on industry-specific financial trends.</p><p>• Support senior analysts in preparing presentations and data visualizations for stakeholders.</p>
<p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>· Partner with various teams to support the closing of new investment transactions.</p><p>· Manage funding and financing processes for future transactions.</p><p>· Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>· Coordinate transactions exits.</p><p>· Document investment transactions and submit requests for inter-entity cash transfers.</p><p>· Oversee cash flow management across investment relationships.</p><p>· Provide operational support and supervision to internal partners.</p><p>· Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>· Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
We are looking for an experienced Senior Financial Analyst to join our team in Plymouth, Minnesota. In this role, you will support key financial operations within the Electrophysiology Medical Device division, contributing to budgeting, forecasting, and the management of capital inventory. This position offers the opportunity to collaborate with leadership on strategic financial planning and analysis, ensuring informed decision-making across the organization. If you are passionate about driving financial excellence and thrive in a dynamic environment, we encourage you to apply.<br><br>Responsibilities:<br>• Develop and maintain budgeting and forecasting processes, including profit and loss analysis and market modeling.<br>• Provide monthly financial reporting and variance analysis to support decision-making by leadership.<br>• Collaborate with key teams to consolidate month-end financial data and deliver comprehensive commentary.<br>• Prepare financial models and presentations for quarterly forecasting cycles and executive meetings.<br>• Assist with the development and management of capital inventory processes and service profit and loss.<br>• Conduct ad hoc financial analysis and reporting to address specific requests from management.<br>• Partner with facilities and service teams to support budget updates and analysis during each cycle.<br>• Ensure compliance with regulatory standards, company policies, and operational procedures.<br>• Foster positive communication and collaboration across teams and organizational levels.
<p>We are looking for a highly motivated Finance Operations Specialist to join a team in Saint Paul, Minnesota. In this long-term contract role, you will be responsible for ensuring smooth cash management operations and supporting treasury functions. The ideal candidate will bring expertise in financial reconciliation and cash transactions, coupled with a strong commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash transactions, including wire transfers and Automated Clearing House (ACH) payments.</p><p>• Analyze the organization's daily cash position to ensure accuracy and efficient operations.</p><p>• Process and record entries related to cash activities, such as deposits, movements, and clearings.</p><p>• Conduct account and bank reconciliations to maintain financial integrity.</p><p>• Collaborate with internal and external stakeholders to provide outstanding client service and resolve cash-related inquiries.</p><p>• Monitor cash balances and ensure compliance with organizational policies.</p><p>• Utilize treasury tools to optimize cash management processes and identify opportunities for improvement.</p><p>• Prepare detailed financial reports to support decision-making and operational planning.</p><p>• Ensure adherence to regulatory requirements and industry best practices in all cash management activities.</p>
<p>We are looking for a skilled Financial Operations Analyst to join our client's team in Saint Paul, Minnesota. This Contract to permanent position involves providing comprehensive support for cash management systems and products while ensuring smooth operational processes and effective client service. The ideal candidate will play a vital role in enhancing financial workflows, supporting departmental projects, and improving system functionalities.</p><p><br></p><p>Responsibilities:</p><p>• Provide expert support for various cash management products, including Concur Expense and Invoice, MasterCard Disbursement Cards, Prepaid Cards, and Remote Payment Capture.</p><p>• Monitor general ledger accounts, resolve reconciling items, and document system errors and resolutions.</p><p>• Deliver training and support to clients and internal teams on product usage and system functionalities.</p><p>• Assist in managing departmental projects by adhering to timelines, budgets, and delivering expected outcomes.</p><p>• Identify opportunities for process improvement, develop test plans, and implement enhancements.</p><p>• Compile, analyze, and present financial data for monthly and quarterly reporting, supporting auditors as needed.</p><p>• Execute daily operational transactions, including deposit reviews, billing preparation, and exception processing.</p><p>• Review and update procedures to ensure accuracy and compliance with organizational requirements.</p>
<p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
We are looking for an experienced Senior Financial Analyst to join our team in Plymouth, Minnesota. This role is crucial in supporting financial operations, including budgeting, forecasting, and reporting within a dynamic healthcare environment. The ideal candidate will have an analytical mindset and a strong ability to provide insights that drive decision-making and business strategy.<br><br>Responsibilities:<br>• Prepare and analyze budgets, forecasts, and profit and loss statements to support business planning objectives.<br>• Conduct market modeling, sales analysis, and gross margin reviews to assess financial performance.<br>• Collaborate with leadership to consolidate month-end financial analysis and commentary.<br>• Develop financial models and presentations for quarterly forecasting cycles and executive meetings.<br>• Provide ad hoc financial reports and analysis to address specific business needs.<br>• Ensure compliance with regulatory requirements, company policies, and operational procedures.<br>• Deliver routine reports and insights to leadership to facilitate informed decision-making.<br>• Partner with cross-functional teams to support capital inventory management and service profitability.<br>• Contribute to the improvement of financial processes and systems to enhance efficiency.<br>• Maintain positive communication and collaboration across all levels of the organization.
We are looking for an experienced Chief Financial Officer (CFO) to lead the financial operations of a construction company in Rogers, Minnesota. This pivotal role involves overseeing accounting, financial reporting, tax compliance, budgeting, and risk management strategies. The ideal candidate will collaborate with operational teams to ensure accurate job costing, compliance with industry-specific requirements, and effective financial controls.<br><br>Responsibilities:<br>• Supervise the accounting team, including Accounts Payable and Payroll specialists, to ensure seamless financial operations.<br>• Develop and implement financial strategies that align with organizational goals and support long-term growth.<br>• Monitor and manage compliance with construction-specific financial requirements, including work-in-progress reporting, bonding, and retention protocols.<br>• Oversee the preparation of accurate and timely financial reports and ensure compliance with tax regulations.<br>• Partner with operational teams to improve job costing accuracy and streamline financial processes.<br>• Establish and track key performance indicators (KPIs) to measure financial health and organizational success.<br>• Manage multi-state prequalification processes and ensure compliance with relevant regulations.<br>• Lead audits and ensure the accuracy of financial records, including bank reconciliations.<br>• Provide strategic financial guidance to support organizational decision-making and growth initiatives.<br>• Facilitate the implementation of new project accounting systems to enhance operational efficiency.
We are looking for an experienced Sr. Financial Analyst to join our team in Minneapolis, Minnesota. This is a long-term contract position, ideal for candidates with strong attention to detail and expertise in financial analysis and modeling. The role involves supporting strategic decision-making through advanced financial techniques and tools.<br><br>Responsibilities:<br>• Conduct comprehensive financial analysis to support business strategies and objectives.<br>• Create and maintain detailed financial models to project performance and assess risks.<br>• Perform variance analyses to identify trends and deviations from forecasts.<br>• Develop and execute ad hoc financial reports to address immediate business needs.<br>• Apply data mining techniques to uncover insights and support decision-making.<br>• Collaborate with teams to prepare budgets and forecasts aligned with organizational goals.<br>• Monitor and refine the Planning, Programming, Budgeting, and Execution (PPBE) process.<br>• Provide recommendations for improving financial processes and systems.<br>• Ensure the accuracy and integrity of financial data in reporting and analysis.<br>• Communicate findings effectively to stakeholders through presentations and reports.
We are looking for a skilled Financial Analyst to join our team on a contract basis in Minneapolis, Minnesota. This role is ideal for someone with strong attention to detail, expertise in financial reporting, budgeting, and advanced proficiency in Excel and NetSuite. The position offers an opportunity to contribute to executive decision-making through insightful analysis and reporting.<br><br>Responsibilities:<br>• Generate daily sales reports across multiple departments using Excel and NetSuite.<br>• Analyze and format sales data, categorizing results by product group to support team initiatives.<br>• Act as the primary NetSuite resource, managing reports, creating saved searches, and resolving data-related issues.<br>• Assist in the development, consolidation, and review of budgets during key financial cycles.<br>• Produce executive-level financial reports, including budget summaries and strategic analyses.<br>• Validate and review department-level financial transactions, addressing any inconsistencies.<br>• Support stakeholders during periodic budgeting processes by compiling data and addressing inquiries.
We are looking for an experienced Senior Financial Analyst to join our team in Robbinsdale, Minnesota. This role focuses on Oracle EPM Cloud administration and development, while also supporting financial analysis and planning initiatives. The position offers a hybrid remote work environment and the opportunity to collaborate with operational leaders to enhance financial systems and reporting capabilities.<br><br>Responsibilities:<br>• Administer and develop Oracle EPM Cloud applications to optimize financial planning and analysis processes.<br>• Collaborate with operational leaders to refine planning workflows and reporting structures.<br>• Conduct financial modeling, variance analysis, and ad hoc financial evaluations.<br>• Enhance data visualization and reporting systems to align with organizational goals.<br>• Support the implementation of strategic financial initiatives and system upgrades.<br>• Analyze complex financial data to identify trends and provide actionable insights.<br>• Assist in preparing accurate forecasts and budgets to support business objectives.<br>• Utilize tools such as Excel, Smart View, and Oracle EPM for effective financial reporting.<br>• Ensure compliance with healthcare industry standards and regulations in financial processes.<br>• Provide technical expertise and training to team members on Oracle EPM applications.
We are looking for an experienced Chief Financial Officer (CFO) to lead and oversee financial and operational strategies for a growing organization. This long-term contract position is based in Minneapolis, Minnesota, and offers a unique opportunity to drive organizational alignment, optimize business processes, and strengthen financial systems. As a key member of the leadership team, the CFO will play a pivotal role in shaping the company’s future while ensuring efficient and scalable operations.<br><br>Responsibilities:<br>• Establish and lead the organization’s financial function, providing strategic guidance and operational management during a period of growth.<br>• Oversee back-office and corporate service departments, including Finance, HR, IT, and Legal, with a focus on enhancing Finance and HR efficiency.<br>• Implement frameworks such as the Entrepreneurial Operating System (EOS) to improve operational clarity and support scalable business initiatives.<br>• Develop strategies for financial systems architecture, including optimization of accounting systems like QuickBooks Online and advanced Excel-based cash flow forecasting.<br>• Identify and implement process improvements, introducing controls, automation, and streamlined procedures across business functions.<br>• Partner with executive leadership to refine the company’s vision and ensure the infrastructure supports long-term business objectives.<br>• Lead financial planning and budgeting processes, ensuring accurate projections and effective cost management.<br>• Support capital strategy development, debt management, and potential M& A activities to align with growth goals.<br>• Ensure compliance with financial regulations and audit practices while managing risk and statutory reporting.<br>• Drive organizational change by aligning leadership and fostering a culture of collaboration and accountability.
We are looking for a skilled Financial Analyst to join our team in Maple Grove, Minnesota. This long-term contract position offers an exciting opportunity to contribute to financial operations, budgeting, and performance analysis within a dynamic and hybrid work environment. The ideal candidate will bring strong analytical abilities, relationship-building skills, and a solid understanding of accounting principles to support various business functions.<br><br>Responsibilities:<br>• Conduct detailed reviews of month-end financial reports to ensure accuracy and compliance.<br>• Assist in the development and management of budgets, including file preparation, spend analysis, and review of actual expenditures.<br>• Perform ad hoc financial analyses to address specific business needs and provide actionable insights.<br>• Analyze performance metrics and calculate rolling forecasts to support strategic decision-making.<br>• Process and interpret data for updated financial reporting and business insights.<br>• Collaborate on budget and forecast processes to align financial goals with organizational objectives.<br>• Support shared services across multiple functional areas such as HR, IT, Facilities, Environmental Health and Safety, and Accounting.<br>• Utilize data mining techniques to extract meaningful insights from financial datasets.<br>• Work with SAP systems to streamline reporting and financial analysis tasks.<br>• Provide analytical support during month-end and budget season, potentially requiring overtime.
We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. <br> Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
