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7 results for Sec Financial Reporting Analyst in Miami, FL

Sr. Fund Accountant
  • Delray Beach, FL
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>We are looking for an experienced Sr. Fund Accountant to support fund accounting activities in Boca Raton, Florida. This role is ideal for a finance specialist who can oversee daily fund operations, maintain accurate investment records, and contribute to a controlled and efficient accounting environment. The position requires strong knowledge of trade activity, portfolio accounting, and fund administration, along with the ability to work effectively across investment and operational teams.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day accounting for mutual fund portfolios, ensuring transactions are recorded accurately and in a timely manner.</p><p>• Reconcile investment accounts and cash activity to support complete and reliable financial reporting.</p><p>• Review trade settlement activity and resolve breaks or discrepancies with internal teams and external partners.</p><p>• Monitor asset allocation data across portfolios and help maintain accurate fund-level reporting.</p><p>• Support core fund operations, including valuation support, accounting close activities, and periodic reporting deliverables.</p><p>• Coordinate with investment management and fund administration stakeholders to ensure accurate processing of portfolio events.</p><p>• Assist with accounting and reporting matters related to private equity holdings and other complex investment structures when applicable.</p><p>• Prepare and review schedules tied to capital activity, partnership allocations, and waterfall calculations as needed.</p><p>• Contribute to process improvements, including operational updates or platform-related changes, while maintaining accounting accuracy and control.</p>
  • 2026-10-08T00:00:00Z
Financial Analyst
  • Boca Raton, FL
  • onsite
  • Permanent / Full Time
  • 75000 - 80000 USD / Yearly
  • We are looking for a Financial Analyst to join our team, supporting analytical initiatives across a broad mix of financial services businesses. In this role, you will contribute to investment evaluation, portfolio performance review, and strategic decision-making through rigorous financial analysis and modeling. This position offers regular interaction with senior leaders, investment stakeholders, and portfolio company teams, creating strong opportunities for career development in a dynamic environment.<br><br>Responsibilities:<br>• Develop and update comprehensive financial models to assess potential investments, support strategic planning, and evaluate business performance across portfolio companies.<br>• Review financial statements, key performance indicators, and operational data to highlight trends, uncover risks, and identify growth opportunities.<br>• Contribute to transaction-related due diligence by analyzing target company information for acquisitions, follow-on investments, and other strategic opportunities.<br>• Create clear and decision-ready materials for investment committees, board meetings, and leadership reporting.<br>• Assist with budgeting, forecasting, and long-term financial planning efforts in collaboration with portfolio company teams.<br>• Perform market assessments, competitor reviews, and benchmarking analyses to support investment and operating decisions.<br>• Track portfolio company results and prepare recurring performance updates for senior leadership and investment teams.<br>• Work closely with internal investment professionals and portfolio finance leaders on value creation initiatives and other high-priority projects.
  • 2026-10-29T00:00:00Z
Financial Analyst
  • Doral, FL
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>We are looking for a Financial Analyst to join our team in Doral, Florida. This role will help turn financial data into clear insights that support planning, performance tracking, and informed business decisions. The ideal candidate brings strong analytical capabilities, comfort working with reporting tools, and the ability to collaborate with operational leaders to improve financial visibility and results.</p><p><br></p><p>Responsibilities:</p><p>• Produce recurring financial reports and management-ready summaries that highlight business performance and key trends.</p><p>• Examine revenue, staffing costs, operating expenses, and profit results to explain variances compared with budget, forecast, and prior periods.</p><p>• Work closely with department stakeholders to review outcomes, surface financial risks, uncover opportunities, and propose practical recommendations.</p><p>• Build, update, and enhance Power BI dashboards and KPI reporting to provide timely insight into operational and financial performance.</p><p>• Track cash flow, working capital, and other core metrics to support ongoing financial health and decision-making.</p><p>• Assist with month-end financial reporting activities and contribute analysis that improves the accuracy and usefulness of reporting.</p><p>• Prepare ad hoc financial evaluations for leadership and business partners as needed.</p><p>• Identify opportunities to streamline reporting workflows through automation and process improvement initiatives.</p><p><br></p><p>If you are interested in hearing more about this position, please call me Janet 786-393-4588 or email janet.silva@roberthalfcom</p>
  • 2026-10-14T00:00:00Z
Sr. AR Analyst
  • Fort Lauderdale, FL
  • onsite
  • Permanent / Full Time
  • 75000 - 80000 USD / Yearly
  • <p>We are looking for an experienced <strong>Sr. AR Analyst</strong> to support accounts receivable operations in Fort Lauderdale, FL. This position focuses on complex customer accounts, accurate billing, timely collections, and detailed account analysis to strengthen cash flow and financial accuracy. The ideal candidate will work closely with cross-functional teams, help resolve payment issues efficiently, and contribute to process improvements across billing and receivables activities.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Oversee a portfolio of high-impact customer accounts by managing invoicing, collections, and payment posting with a high degree of accuracy and timeliness.</p><p>• Administer customer deposits and progress billing activities while ensuring invoices are aligned with contract terms and project milestones.</p><p>• Collaborate with project and estimating teams to confirm billing readiness and address issues that could delay invoicing.</p><p>• Review account activity, investigate billing concerns, and drive prompt resolution of disputes or payment discrepancies.</p><p>• Track receivables aging trends, prioritize follow-up efforts, and support initiatives that reduce overdue balances and improve collection results.</p><p>• Complete detailed account reconciliations, maintain organized customer records, and research significant account variances.</p><p>• Process incoming payments, credits, adjustments, and approved write-offs in accordance with established company policies and controls.</p><p>• Prepare recurring aging summaries, collection updates, and performance reporting for management, including monitoring Days Sales Outstanding and recommending improvements.</p><p>• Support month-end and year-end close by assisting with reconciliations, revenue-related analysis, work-in-progress billing, audit documentation, and testing activities tied to system enhancements.</p><p>• Act as a subject matter resource for accounts receivable processes while providing guidance and training to team members and identifying opportunities to improve efficiency and internal controls.</p>
  • 2026-10-08T00:00:00Z
Sr. Business Analyst
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 160000 - 180000 USD / Yearly
  • We are looking for an experienced Sr. Business Analyst to help turn complex business and marketing data into clear, actionable insight for leadership in Miami, Florida. In this role, you will shape reporting frameworks, strengthen data foundations, and deliver dashboards that support strategic decision-making across the organization. This position is ideal for someone who can bridge technical data work with business priorities and collaborate effectively with executives, marketing stakeholders, and data partners.<br><br>Responsibilities:<br>• Build, refine, and maintain executive and marketing dashboards that present performance trends and business outcomes in a clear, decision-ready format.<br>• Partner with data engineering and cross-functional teams to structure, clean, and organize data from multiple platforms into reliable reporting sources.<br>• Develop and manage core datasets in platforms such as BigQuery to support analytics, visualization tools, and scalable reporting needs.<br>• Translate raw information into meaningful business analysis that helps identify growth opportunities, campaign performance patterns, and operational improvements.<br>• Establish and promote sound data governance and reporting practices to improve accuracy, consistency, and confidence in business metrics.<br>• Work closely with leadership to answer strategic questions, uncover insights, and create reporting that supports revenue-focused decisions.<br>• Leverage tools such as Looker, Power BI, Segment, Mixpanel, Salesforce, and related platforms to support advanced analysis and visualization.<br>• Contribute to the design of attribution reporting models, including first-touch, last-touch, and future multi-touch measurement approaches.<br>• Serve as a senior analytical resource across departments by identifying reporting gaps, solving data-related challenges, and supporting deeper segmentation analysis.
  • 2026-10-21T00:00:00Z
Financial Analyst/Manager
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 120000 - 120000 USD / Yearly
  • <p>We are working with a well known brand name that is searching for a Finance Manager. The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You are comfortable handling large amounts of data, acting as a business partner, decision maker, and providing regular financial reporting. The role is hybrid but is not for the person looking for a typical 9-5. They are a very active industry, leading in their category. They look for individuals that will share their same work ethic. This is a role for someone with exceptional experience with Power BI, financial modeling, and forecasting. You will be working with Latin America VP to develop the annual budget. You will also review monthly forecast to ensure accurate timing, risk assessment and alignment with division objectives. This role provides a lot of company perks and benefits, and the salary is $120k. This company will not pay relocation.</p><p><br></p><p>Qualifications</p><p><br></p><p>Bachelor&#39;s degree or higher in Finance, MBA preferred.</p><p>Power BI</p><p>Bilingual English and Spanish required, Portuguese is a plus</p>
  • 2026-11-01T00:00:00Z
Financial Planning & Analysis Manager
  • Miami, FL
  • onsite
  • Permanent / Full Time
  • 130000 - 140000 USD / Yearly
  • <p>We are looking for an experienced Financial Planning &amp; Analysis Manager to lead core finance activities and provide clear insight into business performance in Miami, Florida. This role will oversee planning, reporting, compliance, and cash management while partnering closely with leadership to guide informed financial decisions. The ideal candidate brings strong analytical capability, sound judgment, and a hands-on approach to improving controls, processes, and overall financial effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Direct monthly financial close reporting, statutory reporting, and audit coordination to ensure accuracy and adherence to accounting requirements.</p><p>• Lead the annual budget cycle, ongoing forecasting activities, and variance reviews to highlight performance trends and business risks.</p><p>• Prepare and maintain short-term cash flow projections, monitor liquidity, and support effective treasury and working capital management.</p><p>• Oversee tax-related reviews and filing coordination to support compliance with applicable corporate tax regulations.</p><p>• Evaluate and strengthen internal financial controls while identifying opportunities to streamline workflows and reduce operating costs.</p><p>• Analyze revenue, margins, pricing, and overall operating results to provide actionable insight for business planning and decision-making.</p><p>• Partner with senior leaders and cross-functional teams to align financial goals with operational priorities and business strategy.</p><p>• Coach and develop finance team members while fostering accountability, collaboration, and high-quality output.</p><p>• Contribute to supplier-related financial analysis and support commercial discussions aimed at improving cost efficiency.</p><p><br></p><p>Must be able to manage virtually. Light Travel. </p><p>reach out to Janet for more details 786-393-4588 or janet.silva@roberthalfcom</p>
  • 2026-10-14T00:00:00Z