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22 results for Financial Analysis Manager in Eden Prairie, MN

Financial Analyst/Manager
  • Eagan, MN
  • onsite
  • Permanent / Full Time
  • 96500 - 150000 USD / Yearly
  • <p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>
  • 2026-06-12T00:00:00Z
Finance Manager
  • Hopkins, MN
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and much more.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken</p>
  • 2026-06-08T00:00:00Z
Accounting Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • We are looking for an Accounting and Financial Operations Manager to lead core accounting activities and support accurate, timely financial reporting for our engineering organization in St. Louis Park, Minnesota. This role combines hands-on oversight of accounting operations with team leadership, process discipline, and partnership across the business. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a continuous improvement mindset to strengthen reporting, compliance, and day-to-day financial operations.<br><br>Responsibilities:<br>• Direct day-to-day general ledger activities, including reviewing journal entries, reconciliations, and supporting schedules to maintain accurate financial records.<br>• Lead month-end and year-end close cycles, ensuring reporting deadlines are met and financial information is complete and reliable.<br>• Oversee payroll operations for bi-weekly processing, retirement plan funding, year-end tax form review, and compliance with applicable requirements.<br>• Partner with finance leadership to prepare financial statements, operating reports, forecasts, budgets, and other business analyses.<br>• Manage and develop accounting staff through coaching, performance feedback, training, and thoughtful allocation of responsibilities.<br>• Strengthen internal controls, accounting policies, and documented procedures while maintaining appropriate segregation of duties across the team.<br>• Build cross-functional coverage within accounting by establishing cross-training practices that support continuity of operations.<br>• Coordinate audit support across financial, tax, insurance, and employee benefit reviews by preparing documentation and responding to requests.<br>• Oversee accounts payable, vendor records, invoice processing, payment coordination, expense reimbursements, sales and use tax filings, and fixed asset and lease accounting activities.<br>• Evaluate accounting workflows and system usage to identify opportunities for greater efficiency, accuracy, and consistency in financial operations.
  • 2026-06-17T00:00:00Z
Accounting Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>We are looking for an experienced Assistant Controller to support accounting operations and strengthen financial oversight.This role will play a key part in maintaining accurate financial records, guiding close activities, and helping ensure reporting remains timely, compliant, and audit-ready. The ideal candidate brings a strong foundation in general ledger management, financial reporting, and public accounting practices, along with the ability to work effectively in a hybrid environment.</p><p><br></p><p>This opportunity comes with medical, dental/vision, life insurance, PTO, discretionary bonus, 401k match, and more!</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, reach out on LinkedIn @ Jordan Docken.</p><p><br></p><p><br></p>
  • 2026-06-12T00:00:00Z
Accounting Manager
  • Eden Prairie, MN
  • remote
  • Temporary / Contract
  • 32 - 34 USD / Hourly
  • <p>We are looking for an experienced Accounting Manager to support revenue and membership accounting activities within a healthcare-focused organization serving complex patient populations. This position will play a central role in monthly close, financial reporting, and oversight of key accounting processes. The individual in this role will work closely with leadership and cross-functional partners to maintain accurate reporting, strengthen controls, and guide accounting operations in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead core revenue and membership accounting activities tied to healthcare-related arrangements, ensuring accurate financial treatment and consistent reporting.</p><p>• Direct important elements of the month-end close process, including preparation and review of journal entries, reconciliations, and supporting schedules.</p><p>• Monitor significant balance sheet accounts and resolve variances through detailed analysis and timely follow-up.</p><p>• Partner with finance, operational, and leadership teams to support reporting needs, business insights, and forecast-related activities.</p><p>• Review accounting outputs produced by team members, provide day-to-day guidance, and help maintain quality across close cycles.</p><p>• Support compliance with applicable accounting standards and internal control expectations related to revenue recognition and financial reporting.</p><p>• Prepare documentation and reporting materials required for audit support and management review.</p><p>• Identify opportunities to improve accounting workflows, strengthen consistency, and enhance efficiency across recurring processes.</p>
  • 2026-06-18T00:00:00Z
Accounting Analyst
  • Lake Elmo, MN
  • onsite
  • Temporary to Hire
  • 32.3 - 37.4 USD / Hourly
  • <p>We are looking for an Accounting Analyst to join a manufacturing organization in Lake Elmo, Minnesota on a contract basis with the potential for a permanent role. This role supports core accounting operations by helping maintain accurate financial records, preparing close-related entries, and assisting with reporting and reconciliations. The ideal candidate brings a solid foundation in accounting principles, strong attention to detail, and the ability to work effectively with colleagues across multiple departments.</p><p><br></p><p>Responsibilities:</p><p>• Support daily general ledger activity by reviewing financial data, maintaining account accuracy, and helping ensure records align with company accounting standards and GAAP.</p><p>• Prepare and post journal entries tied to monthly and year-end close activities, while assisting with consolidation and other routine closing tasks.</p><p>• Complete balance sheet reconciliations, investigate variances or unmatched items, and follow through on timely resolution of outstanding issues.</p><p>• Compile financial analyses and recurring reports for accounting leadership and internal business partners under established guidance.</p><p>• Contribute to accounts payable and accounts receivable processes as needed to support accurate transaction flow and account integrity.</p><p>• Assist with bank reconciliations and other cash-related accounting tasks to help confirm completeness and accuracy of recorded activity.</p><p>• Participate in internal and external audit support by gathering documentation, responding to requests, and helping organize supporting records.</p><p>• Identify opportunities to improve efficiency in day-to-day accounting procedures and support departmental projects or related assignments as needed.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
  • 2026-06-18T00:00:00Z
Family Office Accounting Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>We are looking for an experienced Family Office Accounting Manager to lead and oversee the financial administration team in Twin Cities, Minnesota. This role focuses on managing workflows, ensuring timely and accurate client deliverables, and optimizing accounting systems for efficiency and accuracy. The ideal candidate has strong attention to detail, tech savvy, leadership capabilities, and a commitment to delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time.</p><p>• Coordinate workload planning and prioritization across team members and client assignments.</p><p>• Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting.</p><p>• Drive process improvement initiatives to enhance efficiency, quality control, and consistency.</p><p>• Implement and optimize accounting software to improve workflows, data accuracy, and automation.</p><p>• Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting.</p><p>• Prepare and review cash flow reports, financial statements, and budgets for clients and related entities.</p><p>• Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances.</p><p>• Review team outputs for accuracy and adherence to established procedures, ensuring quality control.</p><p>• Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives.</p><p><br></p><p>If you are intersted in joining this firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. </p>
  • 2026-05-29T00:00:00Z
Business Analyst
  • Saint Paul, MN
  • remote
  • Temporary / Contract
  • 35.625 - 41.25 USD / Hourly
  • <p>We are looking for an experienced Business Analyst. This role offers the opportunity to work with a global team and contribute to impactful projects.</p><p><br></p><p>Responsibilities:</p><p>• Analyze user requirements, workflows, and procedures to identify opportunities for automation or system improvement.</p><p>• Collaborate with stakeholders to assess system capabilities and recommend updates or enhancements.</p><p>• Oversee the testing, maintenance, and implementation of computer programs and systems.</p><p>• Provide training and guidance to staff and users to ensure effective utilization of systems and tools.</p><p>• Conduct interviews, surveys, or job observations to understand how data is processed and identify areas for optimization.</p><p>• Lead efforts to expand or modify systems to meet evolving business needs and improve workflows.</p><p>• Offer expert advice to clients on information processing and computation requirements.</p><p>• Deliver constructive feedback and mentorship to team members to support their growth and development.</p><p>• Facilitate communication within teams, ensuring alignment on project goals and deliverables.</p><p>• Ensure adherence to Agile Scrum methodologies in project execution.</p>
  • 2026-06-11T00:00:00Z
Senior Accounting Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 110000 - 140000 USD / Yearly
  • <p>We are looking for an experienced Senior Accounting Manager to join a leading investment management organization in Minneapolis, Minnesota. This role will guide complex investment accounting activities, strengthen financial reporting quality, and partner closely with finance and business stakeholders across the enterprise. The ideal candidate brings strong accounting knowledge, leadership capability, and a proactive approach to improving controls, processes, and reporting outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary accounting resource for internal finance partners, offering guidance on investment-related accounting matters and helping address technically complex issues.</p><p>• Oversee team output by reviewing accounting work, resolving exceptions, and ensuring accurate treatment of investment transactions and related reporting activities.</p><p>• Authorize journal entries, reconciliation activities, and manual accounting procedures while maintaining reliable data flow from operational and financial systems into the general ledger.</p><p>• Investigate reporting fluctuations, prepare clear variance explanations for leadership, and collaborate with Treasury, Tax, and External Reporting on transactions with broader financial implications.</p><p>• Maintain a disciplined control environment that supports accurate monthly, quarterly, and annual close results, including review of investment-related disclosures in periodic and regulatory filings.</p><p>• Partner with external auditors to support audit requests, walkthroughs, and control testing, ensuring timely completion of required procedures.</p><p>• Drive operational enhancements that improve efficiency, reinforce controls, and reduce financial risk across accounting processes.</p><p>• Lead, coach, and develop team members while providing direction across cross-functional efforts and encouraging strong collaboration with key business partners.</p><p>• Support the design and refinement of end-to-end accounting process flows and controls related to compensation, benefit plans, and associated systems where relevant to financial reporting.</p><p>• Contribute accounting expertise to strategic business initiatives that affect investment accounting processes, reporting structures, or control design.</p>
  • 2026-06-03T00:00:00Z
Financial Advisor
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
  • 2026-06-08T00:00:00Z
Internal Audit Manager/Director
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • <p>We are looking for an experienced Internal Audit Manager/Director to lead and oversee audit initiatives. This role requires a strategic thinker who can manage compliance programs, cultivate strong relationships with senior leadership, and provide guidance to improve internal controls. The ideal candidate will possess exceptional leadership skills and a deep understanding of regulatory and financial reporting requirements.</p><p><br></p><p>This opportunity comes with full benefits including medical, dental/vision, short/long term disability, 401k, PTO, and more.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>
  • 2026-06-08T00:00:00Z
Internal Audit Manager/Director
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • <p>We are looking for an experienced Internal Audit Manager/Director to lead and oversee audit initiatives. This role requires a strategic thinker who can manage compliance programs, cultivate strong relationships with senior leadership, and provide guidance to improve internal controls. The ideal candidate will possess exceptional leadership skills and a deep understanding of regulatory and financial reporting requirements.</p><p><br></p><p>This opportunity comes with full benefits including medical, dental/vision, short/long term disability, 401k, PTO, and more.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>
  • 2026-06-08T00:00:00Z
Marketing Analyst
  • Minneapolis, MN
  • onsite
  • Temporary / Contract
  • 60.8 - 70.4 USD / Hourly
  • We are looking for a Marketing Analyst to support B2B media performance through hands-on campaign management, analytics, and reporting in Minneapolis, Minnesota. This Contract position is ideal for a data-driven marketing specialist who can connect channel execution with measurable business outcomes. The role partners with internal stakeholders, external media platforms, and client teams to improve campaign efficiency, strengthen attribution accuracy, and communicate performance insights clearly.<br><br>Responsibilities:<br>• Lead the day-to-day delivery of B2B paid media programs across search, social, and programmatic platforms, ensuring campaigns launch accurately and scale effectively.<br>• Manage campaign setup details such as tracking parameters, ad trafficking, quality checks, and creative scheduling to maintain flawless execution across partners.<br>• Monitor performance closely and refine bids, budgets, audience targeting, and testing plans to improve efficiency and support pipeline goals.<br>• Create meaningful reports and dashboards using analytics and business intelligence tools, turning raw performance data into actionable recommendations.<br>• Analyze campaign data from multiple sources, organize findings, and present concise insights to internal teams and client stakeholders.<br>• Maintain reliable measurement frameworks by overseeing conversion tracking, event tagging, attribution inputs, and data feed accuracy across channels.<br>• Investigate reporting inconsistencies and resolve data issues to preserve confidence in campaign performance and decision-making.<br>• Track media spend against plan, reconcile billing details with actual delivery, and prepare accurate monthly budget summaries for review.<br>• Contribute to broader paid media strategy, experimentation plans, and ad hoc requests by offering responsive, solution-focused support.
  • 2026-06-09T00:00:00Z
Director of Accounting
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 150000 - 180000 USD / Yearly
  • <p>Our client is looking for a Controller/Director of Accounting with 10+ years of experience, CPA or CMA required, Bachelors in Accounting, and experience with SAP preferred. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
  • 2026-05-29T00:00:00Z
Director of Accounting
  • Eden Prairie, MN
  • onsite
  • Permanent / Full Time
  • 145000 - 165000 USD / Yearly
  • <p>We are looking for an experienced Director of Accounting to lead complex technical accounting matters for a dynamic organization.This role is ideal for an individual who can evaluate intricate transactions, develop well-supported accounting positions, and communicate recommendations clearly to senior leaders. The successful candidate will bring strong knowledge of U.S. accounting standards, sound judgment, and the ability to manage high-impact projects independently while collaborating across functions.</p><p><br></p><p>This opportunity comes with medical, dental/vision, discretionary bonus, PTO, short/long term disability, and more. </p><p><br></p>
  • 2026-05-22T00:00:00Z
Workforce Management Analyst
  • Minnetonka, MN
  • onsite
  • Temporary / Contract
  • 30 - 40 USD / Hourly
  • <p>We are looking for a Workforce Management Analyst to support planning and performance analysis for operational teams in Minnetonka, Minnesota. This contract to hire opportunity is ideal for someone who can turn complex business data into reliable forecasts, staffing plans, and actionable recommendations. The role partners closely with leaders across functions such as enrollment, billing, reconciliation, and appeals and grievances to improve service performance and align resources with business needs.</p><p><br></p><p>Responsibilities:</p><p>• Create workload projections by analyzing historical patterns, business drivers, and anticipated changes that may affect demand.</p><p>• Develop staffing and capacity plans that balance service expectations, productivity assumptions, and budget considerations for assigned business areas.</p><p>• Maintain and refine workforce planning models by validating inputs, adjusting assumptions, and reconciling forecast outputs against operational results.</p><p>• Evaluate performance gaps through detailed analysis and identify the factors influencing misses to targets or service levels.</p><p>• Build scenario models that help business partners understand operational tradeoffs, resource impacts, and planning options.</p><p>• Present forecast rationale, planning assumptions, and analytical findings in a clear manner to leaders and cross-functional stakeholders.</p><p>• Use workforce management platforms and reporting tools to monitor trends, support planning activities, and improve decision-making.</p><p>• Collaborate with onsite and hybrid teams to support workforce strategies across functions beyond a traditional call center environment, including enrollment, billing, reconciliation, and appeals and grievances.</p>
  • 2026-06-12T00:00:00Z
VP/Director of Finance
  • Edina, MN
  • onsite
  • Permanent / Full Time
  • 170000 - 185000 USD / Yearly
  • <p>We are looking for an experienced finance leader to guide strategic planning, oversee core accounting operations, and strengthen the organization’s overall financial performance. This role is ideal for someone who can balance high-level financial direction with hands-on oversight of reporting, forecasting, and budgeting activities. The successful candidate will partner with executive leadership to support sound decision-making, improve financial visibility, and maintain disciplined fiscal management across the business.</p><p><br></p><p>This opportunity comes with medical, HSA, dental/vision, 401k match, unlimited PTO, discretionary bonus, and more!</p><p><br></p><p>If interested or you would like to have a private conversation, please reach out on LinkedIn @ Jordan Docken.</p>
  • 2026-06-01T00:00:00Z
VP/Director of Finance
  • Minneapolis, MN
  • onsite
  • Temporary / Contract
  • 55 - 70 USD / Hourly
  • We are looking for an experienced finance leader to join a nonprofit organization in Minneapolis, Minnesota in a part-time contract role. This engagement is expected to run for approximately 2–3+ months while the organization completes its permanent search, and the position will support financial oversight in a hybrid schedule with in-office collaboration preferred two days per week. The ideal candidate will bring strong nonprofit finance experience and a hands-on approach to budgeting, reporting, cash management, and day-to-day accounting operations.<br><br>Responsibilities:<br>• Partner with executive leadership and departmental stakeholders to build, oversee, and refine the annual operating budget, including interim reviews and forecast updates.<br>• Lead monthly close activities by recording journal entries and producing accurate financial reports for leadership and finance committee review.<br>• Maintain short- and long-term cash flow forecasts while monitoring restricted, designated, and reserve balances, including timing considerations tied to grant funding.<br>• Reconcile banking activity, coordinate deposits, and ensure payment approvals follow established signature controls for higher-value disbursements.<br>• Oversee accounts payable processing through regular payment cycles, accurate coding, and timely release of vendor payments.<br>• Collaborate with accounting and gallery operations staff to calculate artist commission payments, maintain tax documentation files, and manage year-end contractor reporting forms.<br>• Monitor incoming receivables with program teams, including oversight of balances related to studio artist security deposits.<br>• Support the annual external audit by preparing schedules, responding to auditor requests, and organizing relevant governance and budget documentation.<br>• Manage recurring compliance activities such as sales tax filings, workers’ compensation audit support, W-2 distribution, and required tax filings with applicable agencies.<br>• Supervise the part-time Accountant and provide guidance across financial administration, grant contract tracking, investment monitoring, and expense-related inquiries.
  • 2026-06-11T00:00:00Z
Billing Analyst
  • Minneapolis, MN
  • onsite
  • Temporary / Contract
  • 29.45 - 34.1 USD / Hourly
  • <p>We are looking for a detail-oriented Billing Analyst to join a manufacturing organization on a Long-term Contract assignment. This role will help strengthen day-to-day billing operations by ensuring invoices are prepared accurately, financial data is organized properly, and accounting entries are completed on time. The position is ideal for someone who is comfortable working through high-volume manual processes, using Excel extensively, and supporting reliable revenue and receivables activity in a production-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review customer invoices for manufactured products, ensuring billing details are complete, accurate, and submitted within required timelines.</p><p>• Use Microsoft Excel to gather, organize, and format billing information from multiple data sources for invoice creation and reporting.</p><p>• Record billing-related journal entries in Oracle and maintain alignment between invoicing activity and accounting records.</p><p>• Support accounts receivable processes by tracking open items, researching discrepancies, and helping resolve billing questions promptly.</p><p>• Contribute to the refinement of billing workflows by identifying inefficiencies and recommending practical process improvements.</p><p>• Generate billing statements and related documentation to support customers, internal stakeholders, and month-end activities.</p><p>• Maintain accurate records of transactions and ensure supporting documentation is retained in accordance with company standards.</p><p>• Assist in building consistency within billing and accounting operations as the department expands its structure and processes.</p>
  • 2026-06-16T00:00:00Z
PBM Analyst
  • Minneapolis, MN
  • remote
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • <p>We are looking for an experienced PBM Analyst to support healthcare testing initiatives. This role centers on coordinating and driving claims comparison testing activities, helping teams prepare for increased business demand while maintaining quality and accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Lead test planning efforts for claims comparison activities, establishing timelines, priorities, and execution steps that support program objectives.</p><p>• Coordinate end-to-end testing tasks with internal teams and offshore partners to promote smooth delivery and timely issue resolution.</p><p>• Execute and monitor claims validation work, ensuring results are documented clearly and aligned with expected business outcomes.</p><p>• Analyze business system behavior and identify discrepancies, defects, or process gaps that may affect claims administration performance.</p><p>• Partner with stakeholders and test leadership to track progress, communicate risks, and recommend practical solutions during the testing cycle.</p><p>• Support testing related to organizational growth initiatives by helping prepare scenarios, data needs, and execution readiness.</p><p>• Contribute to reporting and documentation that summarizes findings, compares outcomes, and supports decision-making across the project team.</p>
  • 2026-06-18T00:00:00Z
Wealth Management Advisor
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>Our client, a leading Registered Investment Advisory firm in the Twin Cities, is seeking a Wealth Management Advisor to join their team. In this role, you will provide personalized financial planning and investment management services to an established client base while collaborating with colleagues in a supportive and team-oriented environment. This position offers the opportunity to build strong client relationships and contribute to their financial success.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning.</p><p>• Conduct detailed financial analyses tailored to individual client goals, values, and priorities.</p><p>• Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships.</p><p>• Lead client meetings independently, explaining complex financial concepts and strategies with clarity.</p><p>• Work closely with the Client Service Team to ensure seamless client support and service delivery.</p><p>• Build new client relationships by collaborating with community strategic partners.</p><p>• Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues.</p><p><br></p><p>If you are interested in joining this leading Register Investment Advisory firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided.</p>
  • 2026-06-12T00:00:00Z
Real Time Analyst
  • Minnetonka, MN
  • remote
  • Temporary / Contract
  • 20 - 31.25 USD / Hourly
  • We are looking for a Real Time Analyst to support contact center performance through active monitoring, timely adjustments, and data-driven decision-making. This contract to permanent position is ideal for someone who can balance service level goals, staffing demands, and operational priorities in a fast-paced environment. The role will work closely with workforce management and leadership teams to identify trends, respond to changing call volume, and help maintain an efficient customer service operation. <br> Responsibilities: • Monitor real-time contact center activity to track staffing levels, queue performance, and service delivery throughout the day. • Evaluate call volume patterns and agent availability, then recommend schedule or workload adjustments to improve operational efficiency. • Use workforce management and monitoring platforms such as Five9 and Verint to identify issues and support daily performance targets. • Communicate intraday updates, risks, and performance concerns to leadership and relevant support teams in a clear and timely manner. • Analyze performance data and prepare reports that help stakeholders understand trends related to service levels, productivity, and resource utilization. • Coordinate with supervisors and operations teams to address unexpected changes in demand, attendance, or system-related disruptions. • Maintain accurate records in ticketing and management systems while following established contact center processes. • Support continuous improvement efforts by identifying optimization opportunities within real-time operations and workforce planning activities.
  • 2026-06-12T00:00:00Z