<p>About the Opportunity</p><p>We are partnering with a <strong>boutique, fee‑based financial advisory practice</strong> that manages just under <strong>$100M in client assets</strong> across approximately <strong>110 households</strong>. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes <strong>government employees, healthcare professionals, and public‑sector workers</strong> — groups often underserved by traditional advisory models.</p><p>This is an excellent opportunity for someone early in their financial services career who is <strong>eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning</strong>.</p><p><br></p><p>The Role</p><p>The <strong>Junior Associate / Paraplanner</strong> will directly support a highly experienced Senior Financial Advisor by assisting with the <strong>investment and portfolio management function</strong>, research, client preparation, and operational follow‑through. This position is designed to grow over time, including <strong>firm sponsorship for FINRA licensing (Series 6 or Series 7)</strong> once foundational competencies are demonstrated.</p><p>This is <strong>not a sales role</strong> — it is analytical, compliance‑focused, and client‑centric.</p><p><br></p><p>Key Responsibilities</p><p>Investment & Portfolio Support</p><ul><li>Assist with <strong>routine trading and portfolio rebalancing</strong> in accordance with established asset allocation models</li><li>Research mutual funds and investment options using advisor‑defined criteria</li><li>Evaluate portfolios for:</li><li>Allocation drift</li><li>Excess cash positions</li><li>Investments no longer meeting quality standards</li><li>Flag potential issues and consult with the Senior Advisor when something appears “off”</li></ul><p>Financial Planning & Analysis</p><ul><li>Support financial modeling and planning efforts using planning software</li><li>Assess opportunities to further integrate planning tools into client relationships</li><li>Help maintain consistency between investment strategy and client objectives</li></ul><p>Operations, Compliance & Client Interaction</p><ul><li>Participate in <strong>client meetings (in person or by phone)</strong> when appropriate</li><li>Develop a strong working knowledge of compliance standards in a regulated advisory environment</li><li>Ensure strict adherence to <strong>authorization and verification rules</strong>, especially regarding money movement</li><li>Assist with documentation, record‑keeping, and workflow tracking within the CRM</li><li>Be cross‑trained to support basic account administration when needed</li></ul><p>Practice & Client Engagement Support</p><ul><li>Assist with the firm’s annual maintenance and client‑engagement calendar, including:</li><li>Beneficiary audits</li><li>Tax‑season document coordination</li><li>Distribution tracking (RMDs)</li><li>Periodic account reviews</li><li>Support client communications, mailings, and special initiatives throughout the year</li><li>Help coordinate educational events, workshops, or client appreciation activities as the role evolves</li></ul>
We are looking for an experienced ERP Operations Manager to join our team in Fort Mill, South Carolina. This is a contract-to-permanent position, offering an excellent opportunity to lead ERP support functions and contribute to the enhancement of data-driven strategies within our organization. The role requires a hands-on approach, strong leadership skills, and the ability to foster structure and improvements in end-user experiences.<br><br>Responsibilities:<br>• Oversee ERP operations, ensuring consistent support and seamless functionality across all systems.<br>• Manage and mentor a team of two direct reports, with plans to expand the team by adding an ERP lead.<br>• Lead efforts to improve the structure and efficiency of ERP support, focusing on enhancing the end-user experience.<br>• Collaborate with cross-functional teams to gather business requirements and implement solutions that align with organizational goals.<br>• Act as a change agent, driving initiatives to modernize ERP processes and data management practices.<br>• Utilize tools such as MySQL, Power BI, and data analytics to support strategic projects, including data warehousing.<br>• Ensure timely resolution of system issues while maintaining a proactive approach to problem-solving and process improvements.<br>• Communicate effectively with stakeholders at all levels, fostering a collaborative and productive work environment.<br>• Work onsite five days a week to provide hands-on leadership and support to the team.<br>• Maintain alignment with organizational objectives by managing resources and priorities effectively.
We are looking for a skilled Financial Reporting Manager to oversee the preparation, analysis, and submission of external financial reports in compliance with U.S. Securities and Exchange Commission regulations. This role will play a pivotal part in ensuring the accuracy of quarterly, annual, and periodic filings, while maintaining adherence to technical accounting standards and internal controls. The ideal candidate will collaborate with cross-functional teams and support complex accounting matters to drive organizational efficiency and compliance.<br><br>Responsibilities:<br>• Lead the preparation, review, and timely submission of SEC filings, including Forms 10-Q, 10-K, and other required disclosures.<br>• Coordinate the development of financial statements, footnote disclosures, and Management’s Discussion and Analysis (MD&A).<br>• Ensure accurate SEC tagging and compliance with relevant regulations.<br>• Research and implement new accounting standards and regulatory changes, providing technical guidance on complex transactions such as revenue recognition and business combinations.<br>• Maintain robust internal controls and support compliance efforts across the organization.<br>• Collaborate with departments such as legal, investor relations, FP&A, and internal audit to ensure consistency in financial reporting policies.<br>• Assist external auditors with quarterly reviews and annual audit procedures.<br>• Drive improvements in reporting processes, systems, and documentation, implementing best practices in corporate accounting.<br>• Support special initiatives, including mergers and acquisitions, system upgrades, and policy updates.<br>• Prepare materials for earnings releases, board meetings, and investor-related reporting.
We are looking for an experienced Product Manager to join our team in Charlotte, North Carolina, on a Contract to permanent position. In this role, you will play a pivotal part in driving the development of innovative advertising solutions within the printing and publishing industry. You’ll collaborate across teams to transform ideas into actionable products and strategies, ensuring alignment with market needs and business goals.<br><br>Responsibilities:<br>• Define, test, and refine new advertising solutions, including social media formats, short-form videos, and other creative ad products.<br>• Develop comprehensive product specifications and go-to-market strategies to support new offerings.<br>• Lead pilot programs to evaluate product potential, analyze outcomes, and decide on scaling, iteration, or retirement.<br>• Work closely with UX designers, developers, and AI tools to build and enhance product functionality.<br>• Create sales enablement materials such as pricing models, training resources, and product documentation.<br>• Monitor product performance metrics to identify opportunities for optimization in pricing, packaging, and delivery.<br>• Collaborate with local sales teams to gather insights and incorporate market feedback into product development.<br>• Partner with cross-functional teams, including advertising operations, editorial, design, marketing, and client experience, to ensure seamless execution.<br>• Manage relationships with external vendors and partners to support product initiatives.<br>• Contribute to product release cycles and work to improve processes and workflows.
<p>We are actively seeking experienced Interaction Designers to join our talent network for upcoming contract opportunities. These roles support a variety of clients and focus on designing intuitive, engaging, and user-centered digital experiences across web and mobile platforms.</p><p><strong>What You’ll Do</strong></p><ul><li>Design interactive experiences for web and mobile applications, ensuring usability and consistency across platforms </li><li>Create wireframes, prototypes, and interaction flows that communicate user journeys and functionality </li><li>Collaborate closely with UX researchers, product managers, developers, and visual designers </li><li>Translate user needs and business requirements into clear, functional design solutions </li><li>Define and refine interaction patterns, navigation systems, and user flows </li><li>Conduct or incorporate usability testing feedback to improve design decisions </li><li>Ensure designs are accessible, responsive, and aligned with best practices </li><li>Work within design systems to maintain consistency across products</li></ul><p> </p>
<p>The LLM Programmer will be responsible for building and optimizing applications that leverage large language models (LLMs) to solve business problems, improve user experiences, and automate complex workflows. You will work closely with engineering, product, and data teams to bring AI-driven features from concept to production.</p><p><strong>Key Responsibilities</strong></p><ul><li>Design and develop applications using large language models (e.g., GPT-style systems)</li><li>Build and maintain RAG (Retrieval-Augmented Generation) pipelines to integrate enterprise data with LLMs</li><li>Develop prompt engineering strategies and reusable AI workflows</li><li>Fine-tune or adapt models for domain-specific use cases when needed</li><li>Integrate LLM APIs into production systems and applications</li><li>Optimize performance, latency, cost, and accuracy of AI solutions</li><li>Evaluate model outputs for quality, reliability, and safety</li><li>Collaborate with cross-functional teams to identify and implement AI opportunities</li><li>Stay current with advancements in generative AI and LLM tooling</li></ul>
We are looking for an Accounts Receivable Specialist to join our team in Rock Hill, South Carolina. This role requires a detail-oriented individual with expertise in managing accounts receivable processes, commercial collections, and cash applications. The ideal candidate will play a key role in ensuring timely and accurate billing and collections while maintaining strong relationships with clients.<br><br>Responsibilities:<br>• Manage and oversee the accounts receivable process, ensuring timely and accurate invoicing.<br>• Conduct commercial collections to recover outstanding payments from clients in a courteous manner.<br>• Apply cash receipts to appropriate accounts and reconcile discrepancies.<br>• Monitor and track customer accounts to identify overdue balances and take appropriate action.<br>• Collaborate with internal teams to resolve billing disputes and ensure smooth payment processing.<br>• Prepare regular reports on accounts receivable status and collection efforts.<br>• Communicate proactively with clients to address payment issues and maintain positive relationships.<br>• Support month-end closing activities related to accounts receivable.<br>• Ensure compliance with company policies and financial regulations in all receivable processes.<br>• Identify opportunities to improve efficiency within the accounts receivable function.
<p>We are seeking a highly skilled Full Stack Data Engineer who thrives in building modern, scalable data platforms from the ground up. This is an opportunity to work on a cloud-native data stack, influence architecture decisions, and deliver solutions that directly power business insights and operations.</p><p>If you enjoy owning the full lifecycle—from data ingestion to application layer—this role will be a strong fit.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>You will operate as a hands-on engineer across the full data stack:</p><ul><li>Design, build, and maintain scalable ELT pipelines and workflows</li><li>Develop and optimize data models and warehouse structures in Snowflake</li><li>Build full stack data applications and backend services</li><li>Write clean, efficient Python and SQL code</li><li>Develop reusable data frameworks and components</li><li>Implement automated testing for data quality and reliability</li><li>Build and maintain CI/CD pipelines (GitHub-based)</li><li>Create reporting and visualization solutions (Power BI or similar)</li><li>Monitor production systems and troubleshoot data issues proactively</li></ul><p><strong>Tech Stack</strong></p><ul><li>Data Platform: Snowflake</li><li>Languages: Python, SQL</li><li>Cloud: AWS / Azure / GCP (environment dependent)</li><li>DevOps: GitHub, CI/CD pipelines</li><li>Visualization: Power BI (or similar BI tools)</li></ul>
<p>We are actively seeking experienced Service Designers to join our talent network for upcoming contract opportunities. These roles support a variety of clients and focus on designing end-to-end service experiences that connect digital and physical touchpoints, improve customer journeys, and enhance operational efficiency.</p><p><strong>What You’ll Do</strong></p><ul><li>Design and map end-to-end service experiences across customer journeys, systems, and channels </li><li>Conduct service blueprinting to align front-stage customer experiences with back-stage operations </li><li>Identify pain points and opportunities across digital and physical touchpoints </li><li>Collaborate with UX/UI designers, product teams, researchers, and business stakeholders </li><li>Facilitate workshops to align cross-functional teams on service improvements and future-state design </li><li>Translate user research and business insights into actionable service design solutions </li><li>Improve customer experience consistency across multiple platforms and channels </li><li>Support implementation of service improvements with product, operations, and technology teams </li></ul><p><br></p>
<p>We are looking for a skilled Purchasing Agent to oversee and optimize procurement operations in a manufacturing setting. This role will be responsible for managing supplier relationships, streamlining purchasing processes, and ensuring inventory meets production demands while controlling costs. Based in South Charlotte, this is an on-site, permanent position that requires a proactive and detail-oriented individual.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end purchasing operations, ensuring efficiency and alignment with production goals.</p><p>• Evaluate and enhance procurement processes, controls, and workflows to improve performance.</p><p>• Monitor daily purchasing activities, ensuring accuracy, timeliness, and compliance with company standards.</p><p>• Collaborate with internal teams to align procurement strategies with business and production needs.</p><p>• Manage supplier relationships, negotiate contracts, and assess vendor performance to ensure reliability and cost-effectiveness.</p><p>• Analyze market trends to identify cost-saving opportunities and mitigate risks in procurement.</p><p>• Oversee inventory levels to balance availability with cost efficiency and prevent overstocking.</p><p>• Identify and onboard new vendors, evaluating pricing, delivery capabilities, and reliability.</p><p>• Support the implementation of automation and process improvements within purchasing systems.</p><p>• Assist with demand forecasting, purchasing data analysis, and annual inventory planning.</p>
We are looking for an experienced Sr. Cost Accountant to support a manufacturing operation through a long-term contract engagement. This position is ideal for a detail-oriented finance specialist who can bring structure to plant accounting activities, strengthen inventory and costing accuracy, and keep reporting on track during demanding operational periods. The role will work closely with production, procurement, and leadership teams to translate financial results into practical recommendations that improve performance and margins.<br><br>Responsibilities:<br>• Lead plant cost accounting activities by maintaining accurate product costing, reviewing cost inputs, and ensuring reliable financial data for monthly reporting.<br>• Oversee inventory valuation processes, including reconciliations, variance review, and support for annual physical inventory activities to improve accuracy and control.<br>• Analyze manufacturing performance by identifying cost trends, investigating variances, and highlighting opportunities to reduce waste and improve profitability.<br>• Partner with operations and procurement teams to strengthen material controls, monitor purchasing impacts, and support better cost management decisions.<br>• Establish and refine repeatable accounting procedures, documentation, and internal controls that improve consistency and audit readiness.<br>• Support month-end close in a fast-paced plant environment by resolving inventory and costing issues within required deadlines.<br>• Prepare clear financial and operational reporting, using tools such as Power BI when needed, to provide actionable insight to business stakeholders.<br>• Assist with audit preparation by organizing supporting schedules, validating inventory-related records, and addressing cost accounting questions from reviewers.
<p>We are looking for a Customer Service Representative to support a busy retail store operation in Charlotte, North Carolina. This Contract position is well suited for someone who enjoys helping customers, managing order-related tasks, and keeping daily activities organized in a fast-moving setting. The ideal candidate brings strong communication skills, accuracy, and a service-focused mindset to every interaction.</p><p><br></p><p>Responsibilities:</p><p>• Manage customer requests by phone and through other communication channels, providing prompt and courteous support.</p><p>• Enter and update orders with a high level of accuracy while following established company procedures.</p><p>• Maintain organized records and documentation so information can be accessed quickly when needed.</p><p>• Work closely with coworkers to keep daily workflows running smoothly and deliver a positive customer experience.</p><p>• Share important updates clearly with customers and internal partners to ensure alignment on requests and next steps.</p><p>• Keep the work area neat and orderly to promote efficiency throughout the day.</p><p>• Follow workplace expectations, including dress guidelines and use of the provided uniform shirt.</p><p>• Contribute to general clerical and administrative support tasks as business needs change.</p>
<p>We are looking for an Accounting Specialist to support day-to-day financial operations for a luxury home builder in Cornelius, North Carolina. This position is ideal for someone who is highly organized, comfortable working with detailed financial records, and confident managing both payables and receivables. The role requires strong accuracy, sound judgment, and the ability to keep accounting processes running smoothly in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage vendor invoices from receipt through payment, ensuring coding, approvals, and processing are completed accurately and on schedule.</p><p>• Prepare and issue customer invoices, monitor outstanding balances, and follow up on collections to maintain healthy cash flow.</p><p>• Enter financial and job-related data into accounting systems with a high degree of accuracy and attention to detail.</p><p>• Reconcile accounts regularly by reviewing transactions, identifying discrepancies, and resolving variances in a timely manner.</p><p>• Support construction accounting activities by tracking project-related costs and maintaining organized financial documentation.</p><p>• Use accounting and project management platforms, including Sage 100 and Buildertrend, to maintain current and reliable financial records.</p><p>• Build and update spreadsheets in Microsoft Excel, including the use of formulas, VLOOKUPs, and pivot tables to analyze financial data.</p><p>• Assist with invoice processing workflows and contribute to process improvements, including responsibilities tied to system or workflow changes when needed.</p>
<p>We are looking for an experienced Lead Risk & Control Analyst to support a financial services environment in Charlotte, NC. This Long-term Contract position focuses on strengthening risk governance, improving control effectiveness, and delivering clear reporting that helps leaders make informed decisions. The role will partner with cross-functional stakeholders to assess exposure, recommend mitigation strategies, and reinforce security, regulatory, and operational standards.</p><p><br></p><p>Responsibilities:</p><p>• Lead risk and control reviews across business activities to identify gaps, evaluate exposure, and recommend practical corrective actions.</p><p>• Develop and maintain documentation, reporting materials, and dashboards that present risk trends, control performance, and key metrics to stakeholders.</p><p>• Partner with business leaders, HR administration teams, and operational contacts to support consistent application of risk frameworks and methodologies.</p><p>• Perform data analysis and prepare datasets to support assessments, ad hoc financial reviews, and ongoing monitoring activities.</p><p>• Coordinate training and communication efforts that improve awareness of policies, controls, security expectations, and regulatory responsibilities.</p><p>• Support the design and enhancement of risk assessment methods, mitigation plans, and internal control procedures for onsite operations.</p><p>• Collaborate with cybersecurity and security partners to address control concerns, strengthen protections, and track remediation progress.</p><p>• Provide leadership in issue management by prioritizing findings, documenting resolutions, and ensuring timely follow-up with relevant stakeholders.</p>
We are looking for an Accounts Payable Lead to join a manufacturing organization in Charlotte, North Carolina and oversee daily payables activity with accuracy and consistency. This position plays a central role in keeping vendor payments on schedule, maintaining reliable financial records, and supporting the broader finance team with reporting and operational improvements. The ideal candidate brings hands-on accounting experience, sound judgment when resolving discrepancies, and a strong commitment to confidentiality and compliance.<br><br>Responsibilities:<br>• Verify supplier invoices for completeness, accuracy, and proper approval before payment is processed.<br>• Record invoice details and general ledger coding in the accounting system with a high level of precision.<br>• Investigate billing discrepancies, missing documentation, and payment exceptions to prevent delays and resolve issues efficiently.<br>• Coordinate payment activity, including check runs and ACH transactions, to ensure obligations are met on time.<br>• Reconcile assigned balances and accounts, ensuring outstanding items are identified and cleared appropriately.<br>• Partner with finance leadership by preparing reports and assisting with special analysis or ad hoc requests.<br>• Contribute to initiatives that strengthen accounts payable procedures, increase efficiency, and support finance-related projects, including system implementation efforts when needed.<br>• Safeguard sensitive company, supplier, and financial information while adhering to internal controls and applicable policies.
<p>We are seeking a detail-oriented Medical Biller with strong customer service skills to support billing operations and provide a positive experience for patients and internal partners. This role requires accuracy, professionalism, and the ability to communicate clearly while resolving billing questions and issues. This is a<strong> part-time</strong> role only. </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and submit medical claims accurately and timely to insurance carriers</li><li>Review patient accounts and insurance payments to ensure correct posting and follow-up</li><li>Respond to patient billing inquiries with professionalism, empathy, and clear explanations</li><li>Resolve billing issues, payment discrepancies, and rejected or denied claims</li><li>Coordinate with insurance companies, providers, and internal teams to resolve account issues</li><li>Maintain accurate documentation and notes within billing systems</li><li>Follow HIPAA guidelines and maintain confidentiality of patient information</li></ul><p><br></p>
<p>Full-Charge Bookkeeper</p><p><strong>Location:</strong> Mooresville, NC</p><p><strong>Work Arrangement:</strong> Onsite (100%)</p><p>A growing <strong>public accounting firm</strong> is seeking an experienced <strong>Full-Charge Bookkeeper</strong> to support a portfolio of small business clients across industries such as <strong>real estate, construction, restaurants, and professional services</strong>. This role offers variety, client interaction, and ownership over the full accounting cycle.</p><p>The firm operates in a <strong>values-driven, faith-based environment</strong>. Candidates do <strong>not</strong> need to share the same beliefs but must be comfortable working in a respectful, religiously influenced culture.</p><p><br></p><p>What You’ll Be Responsible For</p><ul><li>Managing full-cycle bookkeeping for multiple small business clients</li><li>Serving as a primary point of contact and communicating directly with clients</li><li>Reviewing work and overseeing junior bookkeeping staff</li><li>Researching and resolving account discrepancies</li><li>Preparing and reviewing financial statements</li><li>Processing payroll and related payroll tax filings</li><li>Preparing and filing sales and use tax reports</li><li>Assisting with tax planning and <strong>light tax preparation</strong></li><li>Supporting corporate and entity-level tax compliance</li><li>Working within <strong>QuickBooks and Xero</strong>; tax work completed in <strong>ProConnect</strong></li></ul><p><br></p><p><br></p>
<p>We are partnering with a public accounting firm in search of a detail-oriented Staff Accountant to support day-to-day financial operations and help maintain accurate accounting records in Mooresville, North Carolina. This role is ideal for someone who is comfortable managing core bookkeeping functions, collaborating with internal and external clients, and ensuring timely completion of accounting activities on behalf of this firm's customer-base. The position offers an opportunity to contribute across payables, receivables, reconciliations, compliance, and tax work while helping keep financial reporting organized and reliable.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily bookkeeping activities, maintaining complete and accurate financial records across multiple accounting areas.</p><p>• Process vendor invoices and payment transactions while ensuring accounts payable entries are coded and recorded correctly.</p><p>• Manage customer billing and collections activities, keeping accounts receivable balances current and resolving payment discrepancies.</p><p>• Reconcile bank and account balances on a regular basis to identify variances and maintain accuracy in the general ledger.</p><p>• Prepare supporting schedules, financial documentation, and audit-related reports for internal review and external requests.</p><p>• Assist with business tax filings and compliance tasks by organizing financial data and supporting timely submission requirements.</p><p>• Communicate with clients, vendors, and internal stakeholders to address accounting questions and follow up on outstanding items.</p><p>• Utilize accounting platforms such as QuickBooks and Xero to enter transactions, track activity, and support reporting needs.</p>
We are looking for a detail-oriented Payroll Administrator to join our team in Concord, North Carolina. In this role, you will be responsible for managing multi-state payroll for approximately 1,000 employees, ensuring compliance with all federal, state, and local regulations. Additionally, you will oversee benefits and retirement plan administration while delivering exceptional service to employees.<br><br>Responsibilities:<br>• Process full-cycle, multi-state payroll on a biweekly schedule, ensuring accuracy and compliance with relevant laws.<br>• Maintain accurate payroll records, including earnings, deductions, and tax data, while resolving discrepancies promptly.<br>• Administer payroll tax processes, such as withholding, reporting, and remittance, and manage year-end filings including W-2s.<br>• Ensure compliance with complex state regulations, including California wage and hour laws, and support internal and external audits.<br>• Oversee employee benefits programs, including health, dental, vision, life insurance, and leave programs, processing changes as needed.<br>• Administer the company's 401(k) plan, managing enrollments, contributions, loans, and distributions to ensure compliance.<br>• Reconcile payroll and benefits data, including general ledger entries and invoices, identifying and correcting discrepancies.<br>• Generate detailed payroll and benefits reports to support management and finance teams in decision-making.<br>• Coordinate annual nondiscrimination testing and audits for retirement plans in partnership with plan providers.<br>• Handle payroll-related inquiries from employees, providing timely and accurate resolutions.
<p>We are actively seeking skilled Copywriters with sales enablement experience to join our talent network for upcoming contract opportunities. These roles support a variety of clients and focus on developing compelling, conversion-driven content that empowers sales teams, strengthens messaging, and drives revenue across the customer journey.</p><p><strong>What You’ll Do</strong></p><ul><li>Create high-impact, conversion-focused copy for sales enablement materials including pitch decks, one-pagers, case studies, email sequences, and sales collateral </li><li>Develop and refine messaging frameworks, value propositions, and product positioning </li><li>Partner closely with sales, marketing, and product teams to align content with go-to-market strategies </li><li>Write and optimize content for digital channels including websites, email campaigns, and paid media </li><li>Translate complex products or services into clear, persuasive messaging tailored to target audiences </li><li>Ensure consistency in brand voice across both marketing and sales materials </li><li>Support content personalization for different buyer personas and stages of the funnel </li><li>Edit and proofread content for clarity, accuracy, and effectiveness </li></ul><p><br></p>
<p>We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies.</p><p><br></p><p>Responsibilities:</p><p>• Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines.</p><p>• Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets.</p><p>• Assist in financial planning and modeling by using specialized planning software.</p><p>• Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season.</p><p>• Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning.</p><p>• Provide backup support for account administration tasks when needed.</p>
<p>We are proactively building a network of <strong>Senior Active Directory / Kerberos Engineers</strong> for upcoming consulting and full-time opportunities with enterprise and growing organizations. These roles focus on stabilizing and modernizing identity infrastructure across complex environments, including on-premises Active Directory and cloud-connected systems.</p><p>The Senior Active Directory Engineer will be responsible for maintaining a secure, reliable, and high-performing directory services environment. This role works closely with infrastructure and security teams to support day-to-day operations while also leading remediation efforts, migrations, and long-term identity initiatives.</p><p><strong>Key Responsibilities</strong></p><ul><li>Assess and support Active Directory health, including replication, domain controllers, and overall environment stability</li><li>Troubleshoot and resolve Kerberos authentication issues, including those impacting system access and patching workflows</li><li>Support and guide Windows Server patching, including security updates and identity-related changes</li><li>Assist with domain controller migrations and decommissioning, ensuring continuity and minimal disruption</li><li>Contribute to file server migrations, including data transfer, permission validation, and cutover activities</li><li>Perform environment cleanup and optimization to support future cloud and identity initiatives</li><li>Document processes, findings, and recommendations for ongoing support and improvements</li></ul>
<p>We are currently seeking a Data Engineer for a contract opportunity supporting a growing data and analytics organization. This role is focused on building and maintaining modern cloud-based data infrastructure, including scalable ELT pipelines, Snowflake data solutions, and automated data workflows.</p><p>This is a hands-on engineering role where you will design, develop, and support end-to-end data systems that enable reliable reporting, analytics, and business decision-making.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Design, build, and maintain scalable ELT/ETL data pipelines and workflows</li><li>Develop and optimize Snowflake-based data warehouse solutions</li><li>Build and maintain data models and transformation logic to support analytics and reporting</li><li>Write efficient and high-quality Python and SQL code to support data engineering processes</li><li>Develop reusable data engineering frameworks and backend data services</li><li>Implement and maintain CI/CD pipelines using GitHub and related tooling</li><li>Build automated testing frameworks to ensure data quality and reliability</li><li>Create reporting and visualization solutions using tools such as Power BI</li><li>Monitor production data systems and resolve performance or reliability issues</li><li>Support continuous improvement of data architecture, processes, and standards</li></ul>
<p>Robert Half is working with a client in need of a staff accountant. The ideal candidate will have expertise in bank reconciliations. They would also possess a high level of accounting knowledge and ERP systems.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Preparing journal entries</li><li>Assisting with audit fieldwork for both operational and financial audits</li><li>Supporting month-end and year-end close</li><li>Preparing financial statements, journal entries and account reconciliations</li><li>Reconciling and balancing general ledger accounts</li><li>Researching and correcting account discrepancies</li></ul><p><br></p>
<p>Robert Half is seeking a detail-oriented Accounting Clerk. This role provides an excellent opportunity to contribute to essential financial functions, including invoice matching, data entry, and accounts payable/receivable processing.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><p> </p><ul><li>Process and maintain accurate financial records, including accounts payable and receivable transactions.</li><li>Reconcile bank statements and assist in month-end and year-end financial closings.</li><li>Generate financial reports and assist with audits by providing requested documentation.</li><li>Verify the accuracy of invoices, purchase orders, and expense reports.</li><li>Enter and update financial data in accounting software systems with a high level of accuracy.</li><li>Assist with budget preparation and financial forecasting.</li><li>Monitor overdue accounts and perform collection activities as needed.</li><li>Respond to vendor and client inquiries regarding billing and payment issues.</li><li>Support other accounting and administrative duties as assigned by management.</li></ul><p><br></p>