<p>We are looking for a skilled Senior Budget Analyst to join our team on a contract basis near Henrico, Virginia. In this role, you will play a pivotal part in overseeing financial planning and ensuring the organization remains aligned with its fiscal goals. This position requires a strong analytical mindset and the ability to collaborate effectively with various departments.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with department managers to develop and refine organizational budgets.</p><p>• Review submitted budget proposals for accuracy, completeness, and adherence to company policies.</p><p>• Consolidate individual department budgets into a comprehensive organizational budget for review and approval.</p><p>• Evaluate funding requests by analyzing their authenticity and alignment with organizational priorities.</p><p>• Monitor expenditures to ensure compliance with budgetary constraints and identify areas for improvement.</p><p>• Create detailed financial reports and forecasts to anticipate future funding needs.</p><p>• Provide data-driven support when defending budget recommendations and decisions.</p><p>• Maintain accurate records of all budgetary processes and adjustments for transparency and accountability.</p>
<p>ACUMATICA HIGHLY PREFERRED. BORDERLINE REQUIRED.</p><p><br></p><p>We are looking for an experienced Accounts Receivable Manager to lead and enhance our accounts receivable operations in Richmond, Virginia. In this role, you will be responsible for managing a team, ensuring accurate payment processing, and maintaining strong relationships with customers. You will also play a key role in optimizing cash flow and implementing process improvements to support the financial stability of our organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead and mentor the accounts receivable team, providing guidance, training, and performance evaluations to enhance team capabilities.</p><p>• Assess customer creditworthiness and establish appropriate credit limits, ensuring sound financial decisions.</p><p>• Build and maintain strong relationships with customers, addressing billing inquiries and resolving payment-related issues promptly.</p><p>• Supervise the accurate and timely processing of customer invoices and payment receipts in compliance with company policies and accounting standards.</p><p>• Monitor accounts receivable aging reports and develop effective strategies to minimize overdue accounts through structured collection processes.</p><p>• Oversee lien processing to ensure compliance with state and local regulations.</p><p>• Conduct regular reconciliations of accounts receivable to the general ledger and prepare detailed reports for senior management.</p><p>• Develop cash flow forecasts based on accounts receivable data to support financial planning and decision-making.</p><p>• Identify opportunities for process improvements to enhance efficiency in credit evaluations, collections, and cash applications.</p><p>• Maintain and update documentation of accounts receivable policies and procedures to ensure clarity and consistency.</p>
We are looking for an experienced Tax Manager to join our team in Richmond, Virginia. In this role, you will play a key part in managing tax planning and compliance for high-net-worth individuals, estates, trusts, and business entities. This position offers the opportunity to collaborate closely with clients and colleagues to deliver innovative tax strategies and solutions.<br><br>Responsibilities:<br>• Lead federal and state income tax planning and consulting engagements tailored to high-net-worth individuals.<br>• Prepare and review individual, estate, trust, gift, and passthrough-entity income tax returns ranging from simple to complex.<br>• Ensure the accuracy and timeliness of tax return preparation by conducting detailed reviews and quality checks.<br>• Gather, assess, and input relevant client information into organizational systems and platforms.<br>• Communicate directly with clients to obtain necessary information, share results, and offer proactive tax planning advice.<br>• Participate in client and prospect meetings to support business development and strengthen client relationships.<br>• Collaborate with the wealth advisory team to align tax strategies with broader financial planning goals.<br>• Research complex tax issues and provide insights and solutions to both clients and the tax team.<br>• Represent clients in correspondence with taxing authorities and manage tax audits efficiently.<br>• Stay informed on evolving tax laws and implement service enhancements to adapt to changes.
We are looking for an experienced Chief Financial Officer (CFO) to join our team in Richmond, Virginia, on a contract basis. In this role, you will play a pivotal part in guiding financial strategy, ensuring compliance, and driving organizational success. The ideal candidate will have a deep understanding of financial management within the healthcare industry and a proven ability to lead teams effectively.<br><br>Responsibilities:<br>• Provide strategic financial advice to the organization and its Board, ensuring alignment with long-term goals.<br>• Develop and oversee comprehensive financial strategies, including forecasting and risk management.<br>• Manage budgeting processes, financial reporting, audits, and compliance with regulatory standards.<br>• Lead capital planning initiatives, investment strategies, and cultivate strategic partnerships.<br>• Act as the primary financial liaison, maintaining strong relationships with internal and external stakeholders.<br>• Build and lead a high-performing finance team, fostering growth and collaboration.<br>• Enhance financial systems and processes to drive innovation and operational efficiency.
We are looking for an experienced Financial Administration Manager to oversee and enhance financial reporting and operational processes within our organization. This role requires a proactive leader who can manage teams, ensure regulatory compliance, and uphold the accuracy of financial statements and reports. The position is based in Richmond, Virginia, and offers an opportunity to contribute to key financial initiatives while driving efficiency.<br><br>Responsibilities:<br>• Lead and manage teams to deliver exceptional service to clients while addressing inquiries promptly and professionally.<br>• Handle all aspects of team management, including hiring, performance evaluations, mentoring, and conducting regular coaching sessions.<br>• Supervise the preparation and conduct risk-based reviews of financial statements, ensuring compliance with relevant regulations.<br>• Oversee budgeting processes and ensure timely and accurate expense management.<br>• Coordinate and manage annual audits for multiple fiscal year-ends, ensuring a smooth and efficient process.<br>• Ensure the timely preparation and delivery of quarterly Board reports with a focus on accuracy.<br>• Review and understand regulatory filing requirements, including deadlines, information sources, and electronic submission processes.<br>• Stay informed about tax-related financial disclosures and applicable sections of Subchapter M.<br>• Lead departmental projects, drive initiatives, and actively participate in organizational committees.<br>• Ensure adherence to industry regulations, including the Investment Company Act of 1940.
