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3 results for Portfolio Manager in Hartford, CT

Finance Manager

Oxford, CT
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are seeking an experienced Finance Manager for a long-term contract opportunity in Oxford, Connecticut. This is an excellent opportunity for a finance professional who enjoys owning key accounting and financial planning activities while making a direct impact on business performance. In this role, you will lead month-end close, reporting, forecasting, budgeting, and financial analysis, helping drive accurate financial results and support informed decision-making. The ideal candidate will bring strong analytical skills, hands-on experience with financial modeling and variance analysis, and the ability to succeed in a fast-paced, collaborative environment. Responsibilities:• Lead the monthly close process by coordinating timelines, reviewing results, and ensuring financial records are completed accurately and on schedule.• Prepare and analyze recurring financial reports that provide leadership with clear visibility into business performance and key trends.• Build and maintain financial models to support budgeting, scenario planning, and operational decision-making.• Evaluate financial results against forecasts and prior periods, identifying drivers, risks, and opportunities for improvement.• Develop forward-looking projections and refine forecasting assumptions based on business activity and changing financial conditions.• Partner with cross-functional stakeholders to gather inputs, explain results, and support strategic planning initiatives.• Assess variances and present concise recommendations to improve financial performance and reporting accuracy.
2026-09-11T00:00:00Z

Investment Accountant

Avon, CT
onsite
Permanent / Full Time
85000 - 125000 USD / Yearly
Well established investment management company in the Avon area is looking for an Investment Accountant to join their team! The Investment Accountant will be responsible for the following: · Prepares monthly investment report package on a timely basis for STAT, GAAP, IFRS and other basis’s· Prepares statutory quarterly and annual Schedule D regulatory reports and GAAP financial and footnote packages for accounting clients with prompt regard for established deadlines· Performs daily reconciliation of accounts to the custodial and/or external manager record including cash, trades, income and dividends, special deposits, etc., including communication with clients and custodians to clarify discrepancies· Obtains and maintains a thorough understanding of the client’s general ledger structure· Monitors and analyzes own work to develop more efficient procedures while maintaining a high level of accuracy· Responds timely to inquiries from the clients, as well as the Director of Accounting, Controller, auditors, and other firm wide managers regarding financial results, special reporting requests, etc.· Assists in development and implementation of new procedures to enhance the workflow of the department· Maintains monthly performance results of clients’ portfolios· Collaborates with the other accountants to support overall department goals and objectives The ideal candidate will have a Bachelor’s Degree in either Accounting or Finance, 2-5+ years of experience in the investment industry, excellent verbal and written communications skills as well as possess the ability to handle multiple priorities with a high level of accuracy. Additional requirements include ERP experience and strong Excel skills (pivot tables / v lookups). If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Chelsea Halon at chelsea.halon@roberthalf com For quicker consideration please email directly to chelsea.halon@roberthalf com vs “applying”.
2026-09-15T00:00:00Z

FP&A Manager

Bethel, CT
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
We are looking for an experienced FP&A Manager to join a growing medical device manufacturing organization in Bethel, Connecticut. This position plays a key role in guiding financial planning, performance analysis, and decision support for leadership through accurate reporting and forward-looking insights. The ideal candidate brings strong analytical depth, manufacturing finance expertise, and the ability to turn complex data into practical recommendations that improve business results. Responsibilities: • Partner with finance leadership to support the monthly close by reviewing financial results, identifying trends, and explaining performance drivers. • Build and enhance structured planning processes for pricing analysis, gross margin reporting, sales forecasting, and working capital performance. • Prepare and manage monthly, quarterly, and annual forecasts, while contributing to the development of the annual operating budget and long-range financial plans. • Evaluate capital spending, revenue expectations, and strategic initiatives through financial models that support sound business decisions. • Collaborate with leaders across the organization to develop business cases for investments, operational projects, and resource allocation decisions. • Produce recurring management reporting and business review materials that highlight financial performance, risks, and opportunities. • Examine financial and operational practices to identify process improvements that strengthen reporting accuracy, cash flow visibility, and overall efficiency. • Lead ad hoc analysis and cross-functional projects related to benchmarking, profitability, planning, and broader business performance needs.
2026-09-10T00:00:00Z