<p>A construction company out of Galveston is looking for a Senior Project Accountant to join their team for an immediate opening. Offering competitive pay and excellent benefits. The ideal candidate will have a degree in Accounting or Finance, and relevant experience in project accounting or construction accounting. If you are interested in joining a family-oriented company, please apply and send your resume to Alyssa.white@roberthalf for immediate consideration!</p><p><br></p><p>The Senior Project Accountant works directly with the project team(s) to oversee the financial functions necessary for profitable completion of the assigned project(s). The Senior Project Accountant has direct responsibility for all AP, AR, and compliance management processes.</p><p><br></p><p>Essential Duties and Responsibilities:</p><ul><li>Sets up and manages project AP, AR, financial tracking and reporting of assigned projects.</li><li>Ensures compliance with the Company’s financial policies and procedures, including revenue recognition and payables processing.</li><li>Manages project document repositories and contract compliance.</li><li>Manages operational data maintaining accuracy and integrity.</li><li>Works with Financial Controller to set up internal control systems and develop and maintain proper policies for financial reporting.</li><li>Reviews financial data monthly to ensure completeness of the data.</li><li>Produces monthly owner draw requests/bills and presents them as required.</li><li>Reviews monthly subcontractor/vendor pay requests against contract expectations related to budget & required support.</li><li>Understands and manages job overhead costs (payroll hours, office supplies, consumables, etc.)</li><li>Analyzes and forecasts project profitability, revenue, budgets, and margin.</li><li>Follows up with clients, when necessary, regarding unpaid invoices.</li><li>Supports management in completing special projects, ad-hoc reporting, analysis requests and other duties as assigned.</li></ul><p><br></p>
<p>Our construction client is hiring for a Senior GL Accountant! Located in Galveston, TX, the new Senior GL Accountant will join a growing team focused on managing the GL, preparing journal entries, and facilitating month and year end close. This role provides an opportunity to apply your skills in general accounting and general ledger management. The ideal candidate will have a degree in Accounting, and at least 3 years of experience. If you are interested in joining a family-oriented company, please send your resume to Alyssa.white@roberthalf for immediate consideration.</p><p> </p><p>Essential Duties and Responsibilities:</p><ul><li>Assist GL Accountant with month-end close and balance sheet reconciliations.</li><li>Reconcile bank statements and report discrepancies to the Financial Controller</li><li>Preparing journal entries including cash receipts, inter-company transfers, and payroll.</li><li>Oversee accounts payable and accounts receivable for accuracy and timely deliverables.</li><li>Assist with audits including but not limited to year-end audit, governmental audits, state audits, and insurance audits.</li><li>Developing and implementing accounting policies and procedures to ensure accurate financial reporting.</li><li>Providing leadership, training, and development to the accounting staff.</li><li>Guide and assist divisions by communicating current accounting policies and procedures.</li><li>Maintain internal controls and procedures.</li><li>Support management in completing special projects, ad-hoc reporting and analysis requests, and other tasks as assigned.</li><li>Other duties as assigned.</li></ul><p><br></p>
<p>We have an opportunity for a Data & Reporting Specialist to join a large wealth management company near the Downtown Houston area! Hybrid 4/1 schedule. We are looking for a candidate who has experience with a PMS (portfolio management system) such as APX, Tamarac, or Addepar, ideally with industry experience in financial services or wealth management. This position will be responsible for duties such as data analytics, data mining, data reconciliation, client activity reporting and analytics, and handling data requests. Experience with SQL is a plus. For immediate consideration, please email alyssa.white@roberthalf.</p><p><br></p><p>Responsibilities:</p><p><br></p><p><strong>Maintain Internal Systems:</strong></p><ul><li>Maintain Portfolio Management System (PMS) and all relevant Data and Reporting datapoints in the CRM</li><li>Overseeing PMS account lifecycle activities (opening, closing, transfers, renaming) within the PMS</li><li>Identify, understand, and provide input related to enhancements, system integrations and data transformation requirements</li><li>Ensure data integrity. Deploy efficient audits through use of available tools for daily, monthly, and quarterly reconciliation of PMS data against custodian records and statements</li><li>Uploading and verifying cost basis data for security transfers</li><li>Monitoring and resolving undefined/missing sectors, prices, and security data</li><li>Reviewing and managing corporate actions (e.g., splits, spin-offs) within the PMS</li><li>Troubleshooting TWR/IRR performance discrepancies, including FX impacts</li><li>Benchmark maintenance across accounts</li><li>Documenting and testing PMS automations to enhance processes</li><li>Reconciling and maintaining manual accounts and incoming asset data</li><li>Coordinating with custodians to onboard new interfaces, ensuring all documentation is complete</li><li>Attend webinars, workshops, and conferences to remain current on product releases and roadmaps</li></ul><p><strong>User Support:</strong></p><ul><li>PMS data and reporting liaison between business unit, corporate, and vendors </li><li>Managing the client portal, including user access, uploads, troubleshooting, and vendor communication</li><li>Manage user experience including creating, updating, and terminating users as well as setting up appropriate profiles and permission sets to adhere to firm’s compliance guidelines</li><li>Provide users with support/training on PMS and its related information in CRM</li><li>Support bulk data and reporting deliverable needs across the organization (transfer and renames of account records in PMS, uploading documents to client portal)</li></ul><p><strong>Reporting and Billing:</strong></p><ul><li>Maintain client performance reports within the PMS</li><li>Provide business intelligence by creating/maintaining reports and dashboards</li><li>Generate timely monthly/quarterly corporate data extract reports</li><li>Generate ad hoc reports for internal and external stakeholders’ requirements</li><li>Work with Billing team to maintain and clean billing -related data in PMS</li></ul>
<p>We have an exciting opportunity for a Financial Advisor to join a Financial Planning firm! Option to work fully remote, hybrid or in office as well as set your own schedule. Must be local to the Houston area or willing to relocate. Must have a Series 7 license. The ideal candidate will have several years of experience growing and managing a portfolio of $1M+. High commission potential. Please email your resume to Alyssa.white@roberthalf for immediate consideration!</p><p><br></p><p>Constantly upgrading technology</p><p>High-end office space</p><p>Superior Investment Models</p><p>Lead Generation provided to all advisors</p><p>Higher Payouts with a simple grid</p><p><br></p><p>Primary Responsibilities:</p><ul><li>Develop a client base by building lasting, meaningful relationships</li><li>Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives</li><li>Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives</li></ul>
