<p>We are hiring a Financial Analyst to support the Product Services function of a financial services organization based in Stamford, Connecticut. This is a long-term contract opportunity designed for a professional who wants to deepen their experience in fund operations, reporting, and financial analysis within a hybrid team environment. The position provides meaningful exposure to mutual fund administration, regulatory filings, budgeting support, and materials prepared for board review. It is a strong opportunity for someone who is proactive, detail focused, and comfortable balancing multiple deadlines.</p><p><br></p><p>Position Summary:</p><p>This role will take on expanding responsibilities across financial reporting, fund accounting, tax support, and valuation oversight for the Product Services team. The ideal candidate brings solid accounting and analytical skills, strong attention to detail, and the ability to manage a high volume of work with accuracy and timeliness. This person will partner with cross-functional teams on a range of initiatives, develop strong internal relationships, evaluate financial information, identify potential issues, and help support a strong controls framework across mutual funds, ETFs, and alternative investment products.</p><p><br></p>
We are looking for a Marketing Communications Coordinator to support brand visibility and customer engagement from our location. This role blends creative storytelling, digital content execution, and hands-on coordination across marketing initiatives. The ideal candidate is comfortable producing high-quality written and visual materials, managing online content, and helping deliver campaigns, media outreach, and event support with consistency and attention to detail.<br><br>Responsibilities:<br>• Create original written and visual marketing content for digital and print use, including website copy, blog articles, advertisements, and branded imagery.<br>• Photograph products and refine images using design tools to develop lifestyle assets for social platforms, catalogs, and web pages.<br>• Maintain website content by adding new items, updating descriptions, images, and pricing, and removing products that are no longer available.<br>• Manage day-to-day social media activity by planning, publishing, and monitoring posts across key channels to strengthen audience engagement.<br>• Support email and digital marketing efforts through content preparation and campaign coordination using relevant marketing platforms.<br>• Prepare promotional materials such as brochures, flyers, handouts, and catalogs to support product launches and broader marketing initiatives.<br>• Draft press releases, media alerts, and related communications while tracking coverage and compiling performance insights for campaigns and announcements.<br>• Respond to customer and audience interactions across digital channels to help maintain a consistent brand voice and positive public presence.<br>• Coordinate logistics and marketing support for trade shows, photo shoots, and other events, including materials preparation and collaboration with vendors and internal teams.<br>• Work closely with sales, product development, and external partners to keep marketing projects on schedule and aligned with business goals.
<p>We are looking for an Account Manager to support client relationships and daily office operations in Westfield, New Jersey. This position is ideal for someone who enjoys delivering attentive service, coordinating order activity, and keeping communication clear across customers and internal teams. The role combines account support, administrative oversight, and problem-solving to help ensure a smooth and reliable customer experience.</p><p><br></p><p>Responsibilities:</p><p>• Build strong relationships with key clients by delivering attentive, detail-oriented support across phone, email, and in-person interactions.</p><p>• Review customer requests proactively, identify service improvements, and suggest practical solutions that strengthen satisfaction and retention.</p><p>• Address concerns, discrepancies, and service issues promptly to maintain trust and reduce the risk of lost business.</p><p>• Prepare and manage quotes, order confirmations, and product-related responses while providing accurate information on pricing, availability, and timelines.</p><p>• Process transactions in company systems, including new orders, factory requests, cancellations, shipping updates, and tracking inquiries.</p><p>• Monitor daily order activity to ensure entries are complete, accurate, and moving through the workflow on schedule.</p><p>• Coordinate with sales, accounting, and warehouse teams to support efficient order handling and resolve issues that may affect delivery.</p><p>• Keep customers updated on order progress, shipment status, and any delays that could affect expectations.</p><p>• Document complaints, quality concerns, and processing errors in accordance with established compliance and reporting standards.</p><p>• Track performance against service metrics such as turnaround time, transaction volume, and delivery reliability while continuing to build product knowledge and system proficiency.</p><p><br></p><p>Benefits:</p><ul><li>Medical </li><li>Vision </li><li>Dental</li><li>401K </li><li>PTO </li></ul>
<p>Our client is seeking a hands-on Controller to lead the accounting and finance function. This is a key leadership role for a tactical finance professional who can manage day-to-day accounting and financial operations of the business while also driving process improvements, systems enhancements, and operational support.</p><p>The Controller will oversee all accounting operations, financial reporting, budgeting, forecasting, cash flow, cost accounting, inventory controls, compliance, and internal controls. This individual will also be responsible for leading financial systems upgrades and implementations, improving reporting capabilities, and updating standard operating procedures to support a scalable and well-controlled finance function.</p><p>This opportunity is ideal for someone with strong manufacturing experience who is comfortable rolling up their sleeves, working closely with operations, and taking ownership of both daily financial activities and longer-term process improvements.</p><p><br></p><p>Position is fully remote, with occasional travel to company sites. </p><p><br></p><p>Key Responsibilities</p><ul><li>Oversee all accounting functions, including accounts payable, accounts receivable, general ledger, cash management, fixed assets, account reconciliations, and internal controls</li><li>Lead the monthly, quarterly, and annual close processes and ensure accurate, timely financial reporting</li><li>Prepare and review financial statements, including profit and loss statements, balance sheets, cash flow statements, budgets, forecasts, and variance analysis</li><li>Manage cash flow planning, liquidity analysis, and working capital oversight</li><li>Lead budgeting and forecasting processes and provide financial insights to support business decisions</li><li>Oversee cost accounting, product costing, inventory valuation, manufacturing variance analysis, and cost control initiatives</li><li>Partner with operations, supply chain, and leadership teams to improve efficiencies, margins, and financial visibility</li><li>Lead the selection and implementation of a new, agile, and robust finance/ERP system to replace SAGE</li><li>Identify and implement AI-driven improvements in reporting, analysis, and finance workflows where appropriate</li><li>Create, update, and maintain standard operating procedures (SOPs) for accounting, reporting, controls, and finance-related processes</li><li>Ensure compliance with GAAP, statutory requirements, and financial regulations</li><li>Coordinate internal and external audits and maintain strong internal controls</li><li>Supervise and develop accounting staff while fostering accountability and collaboration</li><li>Design an integrated architecture that maximizes connectivity between finance, operations, supply chain, and commercial systems</li></ul><p>For immediate consideration regarding the role, please send your resume to Molly Helfer Waldman. You can also message me on LinkedIn at Molly Helfer Waldman to send me your resume directly. My email is also located on LinkedIn.</p>
We are looking for an experienced Director of Marketing to lead digital growth initiatives and strengthen customer acquisition efforts. This role combines strategic planning with hands-on execution across paid media, demand generation, analytics, and conversion improvement. The ideal candidate brings strong business acumen, deep performance marketing expertise, and the ability to partner across teams to deliver measurable results.<br><br>Responsibilities:<br>• Shape and lead a multi-channel digital marketing roadmap that supports revenue growth, pipeline development, and brand visibility goals.<br>• Direct large-scale paid media investments, balancing budget allocation, forecasting, and ongoing optimization to improve marketing return.<br>• Use performance data and attribution insights to refine acquisition strategies, increase lead quality, and improve conversion outcomes across campaigns.<br>• Build and manage relationships with leading media and publishing partners to expand reach through sponsored content, native placements, and audience development programs.<br>• Guide search engine optimization efforts, including technical improvements, keyword planning, and content enhancement to strengthen organic traffic performance.<br>• Partner with creative, content, web, sales, and executive stakeholders to deliver digital experiences that increase engagement and support business objectives.<br>• Oversee landing page strategy, website updates, and conversion rate initiatives to create a more effective path from interest to lead.<br>• Evaluate campaign effectiveness through tools such as Google Analytics and advertising platforms, translating insights into actionable recommendations for growth.<br>• Establish clear performance indicators, growth projections, and reporting frameworks that inform leadership decisions and support marketing accountability.
<p><em>The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><b>Job Description</b></p><ul><li>Develop and promote standard and consistent business processes and internal controls across all Company product lines and business units.</li><li>Execute assigned components of the Internal Control Plan, supporting Internal Control Managers in their facilitation and management of annual program activities.</li><li>Perform procedures to assess and validate control design and operating effectiveness.</li><li>Drive continuous improvement, formulating appropriate and actionable recommendations to remediate potential control gaps.</li><li>Support certain centralized department activities, administration of the GRC tool, and prepare dashboarding and information gathering to support team reporting requirements.</li><li>Demonstrate excellent communication and relationship-building skills in formal and informal settings with various levels of Company leadership.</li><li>Serve as an educational resource for the broader organization on business process and control-related matters.</li><li>Support or lead ad hoc projects and initiatives, as assigned.</li></ul><p><br></p>
<p><strong>Position Overview:</strong></p><p>We are seeking a detail-oriented Project Coordinator to support project execution for a growing organization specializing in restaurant design. This individual will serve as a key link between sales, purchasing, vendors, and project operations, ensuring quotes, purchase orders, equipment tracking, and project documentation are accurate and organized throughout the project lifecycle.</p><p><br></p><p>The ideal candidate has experience using<strong> </strong>AutoQuotes<strong> </strong>and is comfortable coordinating multiple moving parts in a fast-paced, deadline-driven environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and maintain equipment quotes using AutoQuotes, ensuring pricing, product specifications, and selections are accurate.</li><li>Convert approved quotes into sales orders within NetSuite and coordinate purchase order preparation.</li><li>Coordinate with sales representatives, purchasing teams, vendors, and internal project stakeholders to ensure timely order processing and fulfillment.</li><li>Track equipment orders from vendor confirmation through delivery, monitoring lead times, shipment status, and potential delays.</li><li>Maintain accurate project records, order documentation, and status updates to support seamless project execution.</li><li>Identify discrepancies in pricing, product specifications, quantities, and purchase orders, resolving issues as needed.</li><li>Communicate project updates, delivery timelines, and outstanding items to internal teams.</li><li>Support project handoffs by ensuring documentation, equipment information, and order details are complete and ready for the next phase of execution.</li><li>Assist with administrative coordination and process improvements to keep projects organized and on schedule.</li></ul><p><br></p>
<p><em>The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul><p><strong> </strong></p>
<p><em>The salary range for this position is $100,000 - $120,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Summary</strong></p><p>As a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.</p><p> </p><p><strong>Essential Duties</strong></p><ul><li>Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.</li><li>Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.</li><li>Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.</li><li>Prepare executive and management-level presentations that clearly communicate complex data and business insights.</li><li>Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.</li><li>Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.</li><li>Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.</li><li>Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.</li></ul><p><strong>Requirements</strong></p><ul><li>Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.</li><li>Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.</li><li>Skilled in cross-functional collaboration with both technical and non-technical colleagues.</li><li>Advanced financial modeling and analytical capabilities.</li><li>Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.</li><li>A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.</li></ul><p><br></p>
<ul><li>Providing introductory information, such as a product manual explanation, to prospective and new customers</li><li>Handling customer complaints and troubleshooting issues with products or services</li><li>Following up with clients or customers by phone, web chat or email to check that they’re still satisfied with their purchases or services received</li><li>Accessing databases to retrieve account information for customers</li><li>Letting customers know about additional products or services that might benefit them</li><li>Escalating queries and concerns when necessary</li><li>Updating customer records following each contact</li><li>Staying up to date on the latest products and services an organization provides</li></ul>
<p>We have partnered with a client within the Financial Services industry on their search for a Client Relationship Coordinator with proven exposure to financial planning, investment services, and/or insurance products. This role consists of providing excellent customer engagement by drafting client correspondence and documentation, preparing meetings, entering data into the company’s CRM system, collecting client payments, and coordinating with outside vendors as needed. The ideal Client Service Coordinator will also develop business plans to assist in goal setting, present product knowledge to prospective clients, negotiate agreements, and resolve all client inquiries. </p><p><br></p><p>How you will make an impact</p><ul><li>Coordinate client interactions, manage appointments, and help ensure a seamless and professional client experience.</li><li>Provide administrative and operational support to professionals responsible for maintaining ongoing client relationships.</li><li>Maintain accurate client records, update CRM databases, and track follow-up activities to ensure timely communication.</li><li>Assist with scheduling, correspondence, documentation, and other tasks that support client engagement and retention.</li><li>Identify opportunities to streamline workflows and improve service delivery through technology and automation.</li><li>Embrace new software platforms and AI tools to enhance productivity, organization, and client service.</li><li>Handle sensitive client information with discretion while maintaining a high standard of professionalism and accuracy.</li><li>Collaborate with internal teams to address client needs, resolve service-related issues, and support overall business objectives.</li></ul>
<p>Senior Application Architect</p><p><br></p><ul><li>Location: Candidates must reside in Atlanta Georgia.</li><li>This position does not offer sponsorship or C2C now or in the future.</li><li>Onsite role</li></ul><p><br></p><p>We are seeking a Senior Application Architect to lead the design, modernization, and transformation of complex enterprise applications. This individual will work closely with engineering teams, business stakeholders, and vendors to define architecture, guide technical initiatives, and support the modernization of legacy and on-premises applications into scalable cloud and hybrid environments.</p><p><br></p><p>The ideal candidate has grown from a hands-on software engineering or development background into an architecture role and remains technically involved. This is a technical leadership role without direct people management responsibilities.</p><p><br></p><p>What We're Looking For</p><p>We are looking for someone who has started as a developer or engineer and progressed into an architecture role. This person should have strong hands-on technical knowledge but also be able to operate at an architectural and strategic level.</p><p><br></p><p>The ideal candidate has experience leading or contributing significantly to a large-scale application transformation, understands the challenges of modernizing legacy environments, and has helped move applications and data from on-premises infrastructure into cloud or hybrid environments.</p><p>They should be comfortable leading technical initiatives, working with vendors and stakeholders, mentoring engineers, and getting involved in technical decisions when needed.</p><p>This version keeps the actual must-haves front and center without getting bogged down in every possible responsibility.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead application modernization and transformation initiatives across legacy, on-premises, hybrid, and cloud environments.</li><li>Assess existing applications and recommend modernization strategies, including refactoring, replatforming, migration, replacement, or retirement.</li><li>Design scalable target-state architectures, including applications, integrations, APIs, data flows, security, and deployment models.</li><li>Lead and support cloud migration initiatives, including moving applications and data from on-premises environments to the cloud.</li><li>Develop and promote architecture standards, design patterns, and best practices.</li><li>Partner with developers, infrastructure, security, product teams, business stakeholders, and vendors throughout the design and delivery process.</li><li>Lead architecture and design reviews and ensure solutions meet security, scalability, reliability, and performance requirements.</li><li>Design API-first and event-driven architectures using REST, GraphQL, messaging, and streaming technologies.</li><li>Support architecture decisions involving mobile platforms and ensure mobile applications integrate effectively with enterprise systems and APIs.</li><li>Promote modern engineering practices, including CI/CD, DevSecOps, automation, containers, and secure software development.</li><li>Provide technical leadership and mentorship to engineers and technical team members.</li><li>Evaluate vendor solutions and ensure third-party technologies align with architecture and long-term technology strategy.</li></ul>
<p>Position Overview</p><p>Our client, a growing manufacturing company, is seeking a detail-oriented and organized Dispatcher to coordinate daily scheduling, deliveries, and transportation logistics. This individual will serve as a key point of contact between drivers, warehouse personnel, production teams, and customers to ensure timely deliveries, efficient operations, and accurate communication. The ideal candidate thrives in a fast-paced environment, can manage multiple priorities, and has strong problem-solving and communication skills.</p><p>Key Responsibilities</p><ul><li>Coordinate and schedule daily deliveries, shipments, pickups, and transportation routes to ensure timely and efficient operations.</li><li>Communicate with drivers, warehouse staff, production teams, and customers regarding schedules, delivery updates, and delays.</li><li>Monitor delivery schedules and shipment progress, proactively resolving scheduling conflicts and logistical issues.</li><li>Prepare and maintain accurate shipping documents, dispatch logs, delivery records, and other operational paperwork.</li><li>Coordinate with production and warehouse teams to confirm product availability and ensure orders are ready for shipment.</li><li>Track incoming and outgoing shipments and update internal systems with scheduling and delivery information.</li><li>Respond to last-minute scheduling changes, unexpected delays, and urgent delivery requests.</li><li>Ensure compliance with company procedures, transportation requirements, and applicable safety standards.</li><li>Provide administrative support for logistics, inventory coordination, and general operational activities as needed.</li></ul><p><br></p>
<p>We are looking for a proactive Member Services Coordinator/Admin Assistant to support daily member service activities and front office operations. This role combines administrative coordination, customer support, and data management to help keep member records, communications, and event logistics organized and accurate. The ideal candidate brings a service-focused mindset, strong attention to detail, and the flexibility to assist across multiple office functions in a collaborative team environment. This rle is in the greater MIlfrod MA area and is 100% in office. </p><p><br></p><p>Responsibilities:</p><p>• Guide new members through the onboarding process and help create a positive, well-organized introduction to the organization.</p><p>• Keep member-facing documents, website content, and communications current by coordinating updates from internal teams and external partners.</p><p>• Enter and maintain product and membership data, ensuring records, categories, and status details remain accurate in internal systems.</p><p>• Support members with service-related requests, including assistance with backorder cancellation needs and other account updates.</p><p>• Prepare reports related to promotions and data entry activities to support tracking, review, and process improvement efforts.</p><p>• Coordinate logistics for member events, shows, meetings, training sessions, and board gatherings, including ordering materials and supplies as needed.</p><p>• Manage front desk and reception responsibilities by greeting visitors, handling incoming deliveries, and maintaining an organized office presence.</p><p>• Update the shared office calendar and assist with general administrative tasks such as supply ordering and keeping common areas organized and stocked.</p><p><br></p><p><strong><em><u>For immediate consideration please reach out to me directly! Eric Lebow 508-205-2127 </u></em></strong></p>
<p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented Order Entry Clerk to process customer orders accurately and efficiently. This role is responsible for entering sales orders, verifying order information, coordinating with customers and internal departments, and ensuring orders are processed in a timely manner. The ideal candidate has strong data entry skills, customer service experience, and the ability to work in a fast-paced environment.</p><p>Essential Responsibilities</p><ul><li>Enter customer orders into the ERP/order management system accurately and efficiently.</li><li>Review purchase orders and verify pricing, quantities, product details, and shipping information.</li><li>Communicate with customers regarding order status, discrepancies, and missing information.</li><li>Coordinate with sales, warehouse, production, and shipping teams to ensure timely order fulfillment.</li><li>Process order changes, cancellations, returns, and credits as needed.</li><li>Maintain accurate customer and order records.</li><li>Research and resolve order entry issues and discrepancies.</li><li>Generate reports and assist with inventory and order tracking activities.</li><li>Provide administrative support to customer service and sales teams.</li><li>Ensure a high level of accuracy and customer satisfaction throughout the order process.</li></ul><p><br></p>
<p>📩 <strong>Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>🚀 <strong>Director of Business Operations | $200K–$220K Base + 25–50% Bonus</strong></p><p>📍 <strong>Larkspur, CA | Hybrid</strong></p><p>💰 <strong>Potential Total Compensation of $300K+ | Employee-Owned Firm</strong></p><p><br></p><p><strong>This is not your typical operations leadership role.</strong></p><p>I'm working on a unique opportunity with an established, <strong>employee-owned investment management firm specializing in emerging markets and managing mutual fund strategies</strong>.</p><p><br></p><p>They're looking for an experienced, entrepreneurial professional who can connect the dots across fund administration, compliance, LLC management, HR, and technology—and help build a stronger, more scalable business.</p><p><br></p><p>Reporting to the VP, you'll work across the organization, collaborate with senior leadership, and mentor two Business Managers, with the potential to take on direct management responsibilities as you grow into the role.</p><p><br></p><p><strong>💡 What You'll Own</strong></p><ul><li><strong>Fund Administration:</strong> Oversee fund operations, financial reporting, service providers, regulatory updates, tax processes, and client due diligence requests</li><li><strong>Business Operations:</strong> Manage contracts, product planning, launches, and key initiatives supporting the firm's long-term growth</li><li><strong>Compliance:</strong> Contribute to compliance policies, regulatory filings, and committee oversight</li><li><strong>HR & Talent:</strong> Coordinate recruiting, onboarding, performance reviews, compensation programs, and employee development</li><li><strong>Technology & AI:</strong> Oversee technology infrastructure and information security in partnership with external consultants, and contribute to AI initiatives</li><li><strong>Leadership:</strong> Mentor two Business Managers and help build a more efficient, self-sustaining organization</li></ul><p><br></p>
<p>📩 <strong>Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>🚀 <strong>Director of Business Operations | $200K–$220K Base + 25–50% Bonus</strong></p><p>📍 <strong>Larkspur, CA | Hybrid</strong></p><p>💰 <strong>Potential Total Compensation of $300K+ | Employee-Owned Firm</strong></p><p><br></p><p><strong>This is not your typical operations leadership role.</strong></p><p>I'm working on a unique opportunity with an established, <strong>employee-owned investment management firm specializing in emerging markets and managing mutual fund strategies</strong>.</p><p><br></p><p>They're looking for an experienced, entrepreneurial professional who can connect the dots across fund administration, compliance, LLC management, HR, and technology—and help build a stronger, more scalable business.</p><p><br></p><p>Reporting to the VP, you'll work across the organization, collaborate with senior leadership, and mentor two Business Managers, with the potential to take on direct management responsibilities as you grow into the role.</p><p><br></p><p><strong>💡 What You'll Own</strong></p><ul><li><strong>Fund Administration:</strong> Oversee fund operations, financial reporting, service providers, regulatory updates, tax processes, and client due diligence requests</li><li><strong>Business Operations:</strong> Manage contracts, product planning, launches, and key initiatives supporting the firm's long-term growth</li><li><strong>Compliance:</strong> Contribute to compliance policies, regulatory filings, and committee oversight</li><li><strong>HR & Talent:</strong> Coordinate recruiting, onboarding, performance reviews, compensation programs, and employee development</li><li><strong>Technology & AI:</strong> Oversee technology infrastructure and information security in partnership with external consultants, and contribute to AI initiatives</li><li><strong>Leadership:</strong> Mentor two Business Managers and help build a more efficient, self-sustaining organization</li></ul><p><br></p>
<p>A privately held consumer products manufacturer/distributor is seeking a hands-on Chief Financial Officer (CFO) to lead its accounting and finance function. The CFO will oversee financial reporting, close, budgeting, forecasting, cash flow, banking relationships, audit support, and financial planning.The ideal CFO will come from a product-based business such as manufacturing, consumer products, distribution, CPG, or a similar inventory-driven environment.This is a practical CFO role for someone who can operate strategically while staying close to the details, improve reporting discipline, and bring structure to a lean finance team.Experience with inventory, costing, gross margins, working capital, lender reporting, and cash forecasting will be important.The CFO will work closely with the CEO and ownership group and serve as a key financial advisor to the business.</p>
<p>Robert Half Legal is partnering with a mid-sized boutique law firm that's seeking a <strong>Litigation Attorney</strong> with 3-5+ years of civil litigation experience to join their team. This firms specializes in the areas of complex civil litigation, including professional liability, construction disputes, product liability, insurance defense, insurance coverage, serious personal injury, and wrongful death. The ideal candidate should have handled multiple aspects of civil litigation including experience taking and defending depositions, drafting pleadings and motions, trial preparation, and legal research. This position is paying between <strong>$130-160K plus an annual bonus</strong> and phenomenal benefits including medical (100% of cost covered by firm) dental, vision, 401k + match, LT/ST Disability, Life Insurance, and more. In addition, the position will be working on a very <strong>flexible hybrid WFH schedule</strong>.</p><p> </p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze insurance policies and factual records to prepare clear, well-supported coverage opinions and recommendations.</li><li>Manage litigation matters involving insurance coverage and civil defense issues from initial case assessment through resolution.</li><li>Conduct and defend depositions involving parties, witnesses, and expert witnesses in contested matters.</li><li>Draft persuasive motions, briefs, and other legal filings for court proceedings and case strategy.</li><li>Oversee discovery activities, including written discovery, document review, and case development planning.</li><li>Represent clients in hearings, motion arguments, and other litigation-related proceedings as needed.</li><li>Assist with trial readiness by organizing evidence, preparing witnesses, and supporting overall case presentation.</li><li>Collaborate with attorneys and clients on claims involving construction, casualty, liability, civil rights, personal injury, and wrongful death matters.</li></ul><p><br></p><p><strong><u>How to Apply:</u></strong></p><p>For immediate consideration, please email your resume directly to Justin Rambert - VP, Recruiting Manager - Permanent Placement at <strong><u>justin . rambert @ robert half com</u></strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!!</strong></p><p> </p><p>Join a <strong>highly respected, employee-owned investment management firm</strong> with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with <strong>senior leadership</strong> while overseeing a broad range of business functions across <strong>operations, fund administration, compliance, technology, HR, and corporate initiatives</strong>.</p><p> </p><p>This high-impact role offers significant visibility, the opportunity to <strong>drive strategic initiatives and process improvements</strong>, mentor team members, and play a key role in the firm's continued growth. The firm offers <strong>competitive compensation</strong>, excellent benefits, and a clear path for long-term leadership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee key business operations across <strong>fund administration, compliance, HR, technology, and corporate operations </strong></li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on <strong>finance, compliance, AI, valuation, and business continuity </strong></li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a detail-oriented Pricing Coordinator to support pricing operations for a manufacturing business in St Louis Park, Minnesota. This Long-term Contract position focuses on maintaining accurate customer pricing, promotional programs, and rebate processing while serving as a key point of contact for pricing-related questions. The role works closely with Sales, Finance, and related teams to deliver reliable analysis, strengthen process consistency, and support efficient order-to-cash activities.</p><p><br></p><p>Responsibilities:</p><p>• Create, review, and distribute customer price lists for product categories such as milk, cultured items, and frozen products, ensuring timely and accurate updates.</p><p>• Calculate customer rebates and promotional allowances, verify supporting details, and issue information in line with business guidelines and audit expectations.</p><p>• Respond to customer inquiries involving pricing, deductions, and order-to-cash matters, resolving issues with professionalism and a strong service mindset.</p><p>• Partner with Sales and Finance to prepare routine and ad hoc reporting on pricing trends, volume activity, promotional performance, and related business metrics.</p><p>• Apply foundational knowledge of product costing to better understand price changes and support accurate pricing decisions.</p><p>• Identify opportunities to simplify workflows, improve pricing operations, and reduce process inefficiencies through practical recommendations.</p><p>• Build productive working relationships with internal partners across Sales, Trade Marketing, and Finance to improve coordination and communication.</p><p>• Help maintain process controls by confirming approvals are documented, rebate reviews follow established schedules, and customer agreements are properly retained.</p><p>• Keep leadership informed of issues, risks, or exceptions that may affect service levels, compliance, or pricing accuracy.</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>
<p>We are seeking an experienced Creative Services Manager to oversee creative operations, resource planning, project workflows, and cross-functional collaboration. This role ensures the successful delivery of marketing and creative initiatives while maintaining high standards of quality and efficiency.</p><p>Key Responsibilities</p><ul><li>Lead and manage creative project workflows from intake to delivery.</li><li>Partner with marketing, sales, and leadership teams to prioritize initiatives.</li><li>Oversee resource allocation and project scheduling.</li><li>Drive process improvements and workflow efficiency.</li><li>Ensure creative deliverables meet brand standards and business objectives.</li><li>Monitor project timelines, budgets, and stakeholder expectations.</li><li>Mentor and support creative team members.</li></ul><p><br></p>
<p><strong>Job Title: Customer Experience Specialist</strong></p><p><strong>Location: Sand Springs (Tulsa), OK</strong></p><p><strong>Schedule: Monday – Friday, 8:00 AM – 5:00 PM (100% Onsite)</strong></p><p><strong>Pay: $24–$28/hour (DOE)</strong></p><p><strong>Job Type: Temp-to-Hire</strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>We are seeking a knowledgeable and customer-focused Customer Experience Specialist to support a dynamic Customer Service team. This role is responsible for delivering exceptional service to both internal and external customers, resolving complex issues, and supporting key initiatives that enhance the overall customer experience. The ideal candidate brings strong product knowledge, problem-solving skills, and the ability to thrive in a fast-paced, team-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a full-time Customer Service Representative managing assigned accounts, customers, and Account Managers</li><li>Process customer orders, revisions, and returns via phone, email, and other channels in accordance with company procedures</li><li>Communicate pricing, shipping timelines, delays, and order details clearly and accurately to customers</li><li>Confirm pricing on all orders and maintain accurate order documentation</li><li>Respond to general inquiries and route calls to the appropriate departments</li><li>Resolve escalated customer issues while collaborating with internal teams including Operations, Sales, and Procurement</li><li>Support and implement customer service initiatives, process improvements, and procedural updates</li><li>Identify opportunities to enhance orders by consolidating or suggesting additional products</li><li>Maintain strong knowledge of company products, processes, and systems</li><li>Partner with the Commercial team to meet and exceed customer expectations</li><li>Participate in monthly quality and team meetings</li></ul>
<p>We are looking for a skilled AI Software Engineer to join our team in Phoenix, Arizona. In this long-term contract role. We want a full-stack software engineer who ships at AI speed without giving up engineering judgment. You'll use AI coding agents as your main tool, and you'll be the person who knows when the agent is wrong.</p><p><br></p><p>Responsibilities:</p><p>· <strong>Build department workspaces end to end.</strong> Ticket hubs, queues, tiles and filters for Client Services, Legal, HR and Compliance (e.g. a ClickUp-style filter builder, a performance-review system, a legal case tracker).</p><p>· <strong>Work on regulated workflows.</strong> Credit-dispute (e-OSCAR ACDV) queues with locking, auto-submit and audit trails, where a bug means a compliance issue, not just a broken screen.</p><p>· <strong>Replace CollectOne, one department at a time.</strong> Read legacy SQL Server data, mirror it into Postgres, and rebuild the daily screens staff rely on.</p><p>· <strong>Write database migrations safely.</strong> Plan apply-before-merge order, row-level security, and one-transaction-per-page-load rules.</p><p>· <strong>Wire integrations.</strong> Microsoft Graph mailboxes into tickets, Amazon Connect call screens, AWS Bedrock AI features (reply suggestions, PDF invoice analysis), S3 uploads, Stripe and QuickBooks.</p><p>· <strong>Drive AI agents well.</strong> Write clear prompts and specs, break work into small stacked PRs, and review every line the agent writes.</p><p>· <strong>Keep CI honest.</strong> Respect the guard checks (page index, lint ratchet, migration hygiene, secret scanning) and add new guards when a mistake could repeat.</p><p>· <strong>Sit with users.</strong> Turn a messy request from a supervisor into a clear spec, then show them the working screen.</p>
<p>Our client is looking to staff a customer-focused and highly organized Sales Support Representative to facilitate order management, maintain strong client relationships, and support day-to-day activities of the sales team. This role requires someone who can manage multiple customer requests, coordinate order processing and delivery schedules, and use sound judgement to resolve issues while maintaining a high standard of service. The ideal Sales Support Representative will detail-oriented, customer-focused, and capable of managing multiple priorities with accuracy and meeting service expectations. </p><p><br></p><p>What you get to do everyday</p><p>· Provide administrative support to sales team</p><p>· Fulfill customer inquiries</p><p>· Serve as liaison between sales team, clients, and internal departments</p><p>· Manage and update customer accounts and CRM systems</p><p>· Resolve pricing issues/errors</p><p>· Build strong customer relationships</p><p>· Review and analyze customer feedback</p><p>· Track sales leads, monitor progress, and ensure follow-up</p><p>· Provide customer quotes and pricing</p><p>· Troubleshoot data performance inquiries</p>