<ul><li>Analyze business processes and identify opportunities for improvement</li><li>Gather, document, and communicate project requirements from stakeholders</li><li>Define technical features and prioritize development efforts</li><li>Facilitate cross-functional collaboration and stakeholder alignment</li><li>Use key metrics for data analysis and reporting to measure project success and ROI</li><li>Support change management for smooth adoption of new tools and processes</li><li>Help mitigate risk and ensure compliance with security, legal, and governance standards</li></ul><p><br></p>
<ul><li>Analyze business processes and identify opportunities for improvement</li><li>Gather, document, and communicate project requirements from stakeholders</li><li>Define technical features and prioritize development efforts</li><li>Facilitate cross-functional collaboration and stakeholder alignment</li><li>Use key metrics for data analysis and reporting to measure project success and ROI</li><li>Support change management for smooth adoption of new tools and processes</li><li>Help mitigate risk and ensure compliance with security, legal, and governance standards</li></ul><p><br></p>
We are looking for a skilled Senior Financial Analyst to join our team in Hialeah, Florida. This role combines financial analysis and accounting expertise, requiring equal proficiency in both areas. The ideal candidate will excel in leveraging technology and AI tools to optimize workflows and enhance decision-making processes.<br><br>Responsibilities:<br>• Conduct detailed financial analyses, including forecasting, modeling, and variance analysis, to support strategic decision-making.<br>• Develop and maintain complex financial models that drive insights and identify trends.<br>• Perform accounting tasks to ensure accurate financial reporting and compliance with regulations.<br>• Utilize AI tools and advanced technologies to automate financial processes and improve efficiency.<br>• Analyze large datasets using data mining techniques to extract actionable insights.<br>• Prepare ad hoc financial reports and analyses tailored to specific business needs.<br>• Collaborate with cross-functional teams to provide financial guidance and support.<br>• Monitor key performance indicators (KPIs) and recommend actionable strategies for improvement.<br>• Ensure the accuracy and integrity of financial data across systems and platforms.<br>• Review and enhance existing financial processes to streamline operations.
<p>Client Service & Operations Associate | Family Office | Bilingual (English/Spanish) | Series 6 & 77</p><p>We’re seeking a client-focused and detail-oriented professional to support day-to-day client service, operations, and compliance in a collaborative family office environment.</p><p>This role is ideal for someone who enjoys variety, ownership, and working closely with clients and advisors.</p><p><strong>What You’ll Do:</strong></p><ul><li>Support client account administration including onboarding, money movements, account maintenance, and documentation</li><li>Assist with operational workflows such as trade tickets, rebalancing support, transaction processing, and recordkeeping</li><li>Help ensure compliance with RIA and regulatory requirements (Form ADV, W-8s, filings, and organized documentation)</li><li>Coordinate client meetings, prepare presentations and reports, and support ongoing client communications</li><li>Assist with loan coordination, payments, expense tracking, and third-party follow-ups</li><li>Collaborate across operations, investment, and administrative teams to keep workflows moving smoothly</li></ul><p>Once the candidate is familiar with the operations, hybrid schedule will apply.</p><p>If you are interested in hearing more about this position, please call me 786-393-4588 or email Janet.Silva@roberthalfcom</p>
<p>A Help Desk Analyst with IT Asset Management (ITAM) is responsible for providing first-line technical support to end users while ensuring the effective tracking, inventory, deployment, and lifecycle management of IT assets within the organization. This dual-role position demands a strong focus on customer service, technical troubleshooting, and systematic asset oversight.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide Tier 1 (and potentially Tier 2) technical support to end users via phone, email, chat, or ticketing system, resolving hardware, software, and connectivity issues.</li><li>Document, categorize, and resolve incidents and service requests in a timely manner according to established SLAs.</li><li>Maintain and update asset records within the ITAM system, tracking all hardware and software throughout their lifecycle (procurement, deployment, relocation, maintenance, and decommissioning).</li><li>Support on-boarding and off-boarding processes by provisioning and reclaiming equipment/software licenses.</li><li>Collaborate with procurement and IT teams to facilitate hardware/software acquisition, deployment, and disposal processes in compliance with organizational policies.</li><li>Perform periodic audits and physical inventories of IT assets to ensure data accuracy and regulatory compliance.</li><li>Generate reports on asset utilization, inventory status, and incidents as required.</li><li>Educate and assist end users on IT policies, software installations, and best practices for security and compliance.</li><li>Escalate complex technical issues to higher-level support or specialized teams as needed.</li></ul><p><br></p>
