<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>
<p>Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions.</p><p> </p><p>Responsibilities:</p><p>• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.</p><p>• Analyze financial statements, financial models, and industry research to assess financial performance and risks.</p><p>• Evaluate the financial health, historical performance, and operational controls of investment firms.</p><p>• Compare program performance to market conditions and industry peers to provide actionable insights.</p><p>• Identify and prioritize potential risks associated with complex investment structures.</p><p>• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.</p><p>• Represent the company at client meetings to share expertise and build relationships.</p><p>• Collaborate with internal teams to manage multiple projects effectively and efficiently.</p><p>• Stay informed about developments in capital markets and alternative investment trends to enhance analysis.</p><p> </p><p>If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then</p><p>contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.</p>
A dynamic organization is seeking an experienced Tax Manager to provide critical support during a high-impact tax cycle. With upcoming income tax filing deadlines and increasing complexity across provision and compliance, this role will play a key part in ensuring accuracy, timeliness, and continuity across the tax function.<br><br>Key Responsibilities<br>Lead and coordinate the income tax provision process under ASC 740, including:<br>-Deferred taxes<br>-Effective tax rate analysis<br>-Uncertain tax positions and related disclosures<br>Oversee and review federal, state, and local corporate tax returns and supporting workpapers<br>Support income tax compliance efforts tied to upcoming deadlines (July–September), including state filings<br>Drive progress on a holding company partnership return that has not yet been initiated<br>Serve as a key reviewer and escalation point, ensuring accuracy and completeness of all deliverables<br>Partner with external advisors (Big 4) by preparing and reviewing workpapers and managing deliverable flow<br>Lead audit support efforts and act as a liaison with tax authorities and external auditors<br>Respond to federal and state tax notices and inquiries<br>Assess and document tax risks, including uncertain tax positions<br>Collaborate cross-functionally with Finance, Legal, HR, and business teams<br>Identify opportunities for process improvement, standardization, and automation within the tax function<br><br>Qualifications<br><br>7+ years of corporate tax experience, including:<br>ASC 740 income tax provision<br>U.S. federal and multistate tax compliance<br>Strong experience with tax workpapers and review processes<br>Proven ability to work independently, problem-solve, and navigate complex tax scenarios<br>Experience collaborating with Big 4 or external tax advisors<br>CPA preferred<br>Technical Skills:<br>Advanced Excel (pivot tables, VLOOKUPs)<br>Experience with SAP / S4 HANA strongly preferred<br><br>If you are interested in learning more about this opportunity, please reach out to Robert Half.
<p><strong>Tax Manager – Greater Minneapolis-St Paul area</strong></p><p>Our client, an impressive asset management firm is seeking a Tax Manager to join a collaborative tax team This firm works with a wide range of clients, including family-owned businesses, trusts, and investment entities. This role offers the chance to work with experienced tax professionals in a stable, rewarding environment, with competitive compensation and a comprehensive benefits package.</p><p><strong>Responsibilities:</strong></p><p>· Manage tax compliance workflows for diverse client portfolios</p><p>· Serve as primary point of contact for assigned clients, ensuring outstanding service and communication</p><p>· Mentor, train, and review the work of junior tax staff</p><p>· Oversee the preparation and review of federal, state, and local tax workpapers and returns</p><p>· Lead complex tax planning projects and research technical tax issues</p><p>· Prepare clear and concise research memoranda and provide guidance to clients</p><p>· Collaborate regularly with senior management and other stakeholders</p><p><strong>Ready to take the next step?</strong></p><p><strong>Connect with Douglas Rickart on LinkedIn, call 612-249-0330, or apply using the provided link.</strong></p><p><br></p>
We are looking for an Accounting Manager to join a real estate sales and leasing organization in Edina, Minnesota. This role will oversee core accounting operations, strengthen financial controls, and help maintain accurate reporting across key business activities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a proactive approach to improving processes and supporting a collaborative finance team.<br><br>Responsibilities:<br>• Lead the monthly close process by preparing and reviewing journal entries, reconciling accounts, and ensuring deadlines are met with accuracy.<br>• Provide guidance and backup support for commission-related accounting activities and assist team members with priority tasks when needed.<br>• Oversee accounts payable workflows, including review and authorization of disbursements to maintain compliance with internal controls.<br>• Manage commission review and approval activities to support timely and accurate payment processing.<br>• Administer sensitive treasury control activities such as banking approvals, account access oversight, and recipient validation.<br>• Perform and review bank reconciliations, investigating discrepancies and resolving outstanding items promptly.<br>• Prepare financial reports and related analyses to support leadership visibility into operating results and financial performance.<br>• Evaluate accounting procedures, identify opportunities for greater efficiency, and recommend practical improvements to strengthen operations.<br>• Assist with year-end compliance activities, including 1099 preparation, sales tax support, and other required governmental filings.<br>• Partner with business leaders on budgeting, insurance coordination, financial reviews, reporting needs, and selected administrative support functions such as commission and HR-related processes.
<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>
<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>
We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in preparing detailed financial analyses, supporting reporting initiatives, and delivering actionable insights to guide decision-making. This position offers the opportunity to collaborate across various departments and contribute to the firm’s overall financial operations.<br><br>Responsibilities:<br>• Develop comprehensive financial reports and analyses using accounting systems, report-writing tools, and Microsoft Excel.<br>• Assist with preparing monthly, quarterly, and annual management reports, financial statement reviews, and ad-hoc analyses.<br>• Collaborate with internal teams to complete high-priority external surveys and deliver accurate data.<br>• Partner with the FP&A leadership team to understand priorities and provide guidance to entry level analysts.<br>• Lead and manage ad hoc projects from inception to completion, ensuring timely and successful delivery.<br>• Gain a deep understanding of the firm’s financial systems and operations to act as a subject matter expert.<br>• Leverage tools such as Excel, Power Query, and Tableau to generate accurate and actionable financial insights.<br>• Perform additional tasks as assigned to support the team’s objectives.
<p>We are looking for a Senior Financial Analyst to support research and development finance activities in Arden Hills, Minnesota. This role will partner with business leaders to provide meaningful financial insight, improve planning accuracy, and strengthen reporting across a dynamic portfolio environment. The ideal candidate brings strong analytical capability, sound business judgment, and the ability to influence decisions through clear, data-driven recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee forecasting, monthly close activities, financial reporting, and variance evaluation for research and development spending areas.</p><p>• Work closely with R&D leaders to interpret financial results, test planning assumptions, and guide informed business decisions.</p><p>• Partner with portfolio management teams to improve visibility into program funding, investment priorities, and trade-off scenarios across development initiatives.</p><p>• Examine project-level costs such as staffing, discretionary spending, and primary expense drivers, then convert findings into practical recommendations.</p><p>• Contribute to key planning cycles including quarterly outlooks, the annual budget process, and longer-term financial plans.</p><p>• Prepare journal entries and provide support during month-end close to help ensure accurate accounting across functional and departmental budgets.</p><p>• Identify and implement enhancements to reporting methods, analytics, systems usage, and internal finance processes to improve efficiency.</p><p>• Create and maintain clear process documentation and work instructions to support consistency and operational effectiveness.</p>
<p>Robert Half is partnering with a health insurance provider based in Minnetonka, MN, in search of an experienced Senior Financial Analyst to support key finance initiatives for their growing team. This contract opportunity with permanent potential will focus on reporting, budgeting, forecasting, and performance analysis tied to the integration of a newly acquired product lines. The ideal candidate brings prior healthcare or financial services experience, strong analytical judgment, advanced Excel capabilities, and the ability to translate financial results into clear business insights for stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Prepare monthly P&L reporting for various product lines, including a consolidated financial statement for the overall portfolio. </p><p>• Prepare recurring and ad hoc reports that summarize operating results, trends, and key financial metrics.</p><p>• Build and maintain budgets and forecasts, ensuring assumptions are well documented and aligned with business objectives.</p><p>• Analyze actual performance against health plan budget, explaining variances with clear, data-backed detail.</p><p>• Lead financial analysis activities that support integration-related projects and broader finance priorities.</p><p>• Develop financial models to evaluate results, support planning decisions, and improve visibility into performance drivers.</p><p>• Consolidate financial information from multiple sources to produce accurate statements and management reporting.</p><p>• Partner with cross-functional teams to gather data, validate inputs, and improve the quality of financial deliverables.</p><p>• Manage multiple deadlines simultaneously while maintaining accuracy and strong attention to detail in all analyses.</p>
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.
We are offering an exciting opportunity for a Tax Manager - Public in Golden Valley, Minnesota, 55427, United States. This role involves managing multiple high-level tax engagements, formulating and delivering innovative tax planning, and providing client service. You will be identifying and capitalizing on business opportunities, working with staff to ensure tax returns are completed correctly, and performing research on tax topics. <br><br>Responsibilities:<br><br>• Manage multiple high level tax engagements ensuring effective execution and delivery<br>• Develop and implement innovative tax planning strategies<br>• Provide exceptional client service and foster business opportunities within our current client base<br>• Work collaboratively with staff to ensure individual and business tax returns are completed correctly and timely<br>• Analyze tax situations from various perspectives to apply the maximum tax benefit<br>• Conduct research on various tax topics and draw conclusions<br>• Lead, develop and mentor team members to enhance their skills<br>• Work with high level clients and review tax returns for accuracy<br>• Participate in business development and community involvement activities<br>• Understand the mindset of a business owner with entrepreneurial spirit<br>• Deliver exceptional customer service to our clients<br>• Participate in coaching employees and career development<br>• Stay up-to-date on the ever-changing tax industry’s regulations and policies.
We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
<p>We are looking for an experienced Tax Manager. This role is ideal for a tax specialist who can oversee complex compliance work, provide practical guidance to clients, and support a growing portfolio of business and individual accounts. The position also offers the opportunity to coach team members, strengthen client partnerships, and contribute to the continued expansion of the practice.</p><p><br></p><p><br></p>
<p>Our client, a leading investment management firm 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><br></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>
<p>We are looking for a Fund Operations Analyst to join an Investment Management firm in Minneapolis, Minnesota and help strengthen the operational foundation that supports investment fund activities. This position blends fund operations, governance coordination, and process management, making it ideal for someone who thrives on organization, accuracy, and cross-functional collaboration. The role will contribute to maintaining critical records, improving workflows, and supporting time-sensitive transactions in a dynamic private investment environment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the setup, maintenance, and ongoing administration of legal entities and related organizational records across domestic and international structures.</p><p>• Oversee the accuracy structural reporting, and required filings to keep governance materials current and well organized.</p><p>• Monitor recurring legal and operational obligations, ensuring deadlines, deliverables, and compliance-related tasks are completed on schedule.</p><p>• Administer document workflows from intake through execution and retention, while strengthening consistency in recordkeeping practices.</p><p>• Develop and refine templates, procedures, and documentation standards to improve efficiency and create more scalable operational processes.</p><p>• Review invoices and assist with outside counsel spend tracking, budget monitoring, and billing administration.</p><p>• Help evaluate and manage legal or operational technology tools, including enhancements that improve workflow visibility, data quality, and process control.</p><p>• Provide operational support for transactions, investor-related closings, regulatory submissions, and other special projects as business needs evolve.</p>
We are looking for a Financial Analyst to join a logistics organization in Eagan, Minnesota. In this role, you will turn financial and operational data into practical insights that support growth, profitability, and stronger business decisions. The position offers the opportunity to partner with leaders across the company, evaluate strategic initiatives, and improve how performance is measured and reported.<br><br>Responsibilities:<br>• Examine financial results across business areas to highlight patterns in revenue, margins, and overall earnings performance.<br>• Create forecasting tools, business models, and what-if analyses to assess investments, operational initiatives, and expansion opportunities.<br>• Surface financial risks and upside potential by interpreting performance data and connecting findings to business outcomes.<br>• Partner with department leaders to understand operational challenges and shape data-backed recommendations.<br>• Design dashboards, key performance indicators, and reporting tools that give stakeholders clear visibility into results.<br>• Deliver concise presentations and recommendations to senior leadership to support planning and decision-making.<br>• Use analytical technologies and data mining techniques to identify trends, uncover insights, and strengthen reporting accuracy.<br>• Identify opportunities to streamline reporting and enhance decision support through automation and emerging technologies.<br>• Contribute to cross-functional efforts focused on efficiency, profitability, operational improvement, and a broader data-driven culture.
We are looking for a detail-oriented Financial Analyst to join our team in Newport, Minnesota. In this role, you will leverage your expertise to analyze financial data and provide insights that drive strategic decisions within our sales and marketing departments. This position offers the opportunity to collaborate with cross-functional teams and contribute to the company’s growth through informed financial planning and reporting.<br><br>Responsibilities:<br>• Analyze sales and marketing data to identify performance trends and provide actionable insights.<br>• Build and maintain financial models to support strategic planning and decision-making processes.<br>• Create and deliver reports on critical metrics such as customer acquisition costs and sales pipeline efficiency.<br>• Collaborate with sales and marketing teams to assess campaign effectiveness and recommend optimal budget allocations.<br>• Track expenses and variances, ensuring alignment with financial goals while identifying opportunities for cost savings.<br>• Assist in the development of annual budgets and quarterly forecasts for sales and marketing departments.<br>• Conduct pricing and margin analyses to support decision-making, including customer profitability and segmentation.<br>• Manage and evaluate royalty rates, profitability of licensed products, and costing data to enhance financial outcomes.<br>• Present financial findings and recommendations to senior leadership in a clear and actionable format.<br>• Perform ad hoc financial analyses to support business strategies, pricing decisions, and organizational assessments.
<p>We are looking for an Dayforce HRIS Analyst to support human resources systems for a leading airline organization in Bloomington, Minnesota. This Contract position is ideal for someone who can translate business needs into effective HRIS solutions, maintain data integrity, and help optimize system performance. The role will focus on analysis, configuration support, reporting, and implementation activities within the HR technology environment, with particular emphasis on Dayforce and related HRIS databases.</p><p><br></p><p>Responsibilities:</p><p>• Analyze HRIS workflows, system behavior, and user needs to identify opportunities for improved efficiency and accuracy.</p><p>• Support configuration, testing, and rollout activities for HRIS enhancements and implementation initiatives, including Dayforce-related updates.</p><p>• Maintain and validate employee data within HR systems and databases to ensure consistency, completeness, and compliance.</p><p>• Partner with HR, payroll, and other business teams to gather requirements and translate them into practical system solutions.</p><p>• Create and deliver reports, dashboards, and data extracts that support operational and strategic decision-making.</p><p>• Investigate system issues, troubleshoot data or process discrepancies, and coordinate resolution with internal stakeholders or vendors.</p><p>• Document system procedures, functional requirements, and process changes to support ongoing operations and user adoption.</p><p>• Contribute to continuous improvement efforts by recommending refinements to HRIS processes, controls, and reporting capabilities.</p>
<p>We are looking for a skilled Financial Analyst to join our team supporting rebate disbursement operations within the health insurance industry. This is a long-term contract position where you will play a critical role in ensuring the accurate and timely distribution of rebate payments, working collaboratively across multiple teams. The ideal candidate will bring strong analytical abilities, organizational expertise, and proficiency in Microsoft Excel to manage complex financial operations effectively.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the end-to-end rebate disbursement process for assigned client portfolios, ensuring compliance with contracts and rebate terms.</p><p>• Interpret client contracts and setup logic to execute accurate payments using disbursement systems.</p><p>• Conduct variance analysis and root cause investigations to address discrepancies and improve processes.</p><p>• Collaborate with cross-functional teams, including Quality Control, Analytics, Billing, Legal, and Client Management, to resolve issues and ensure operational efficiency.</p><p>• Respond to internal and external inquiries through thorough research and clear communication.</p><p>• Identify inefficiencies in established workflows and recommend actionable improvements.</p><p>• Support ad hoc financial initiatives and projects as required.</p><p>• Maintain accuracy and timeliness metrics in rebate operations.</p><p>• Act as a subject matter expert on client contracts and rebate disbursement practices.</p><p>• Drive continuous improvement initiatives to optimize rebate payment processes.</p>