<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
We are looking for a Senior Systems Analyst to support and optimize workforce management platforms for a healthcare environment in Hartford, Connecticut. This role will serve as a key partner to HR, Payroll, IT, and operations teams by improving system performance, supporting critical workforce processes, and helping maintain reliable, compliant solutions. The ideal candidate brings strong analytical ability, hands-on experience with UKG Pro and related workforce applications, and a practical approach to solving system and interface issues.<br><br>Responsibilities:<br>• Evaluate business and system needs to define effective solutions for application updates, enhancements, and replacement initiatives.<br>• Provide functional support for workforce management tools, including timekeeping, absence management, scheduling, accruals, and related payroll processes.<br>• Configure, maintain, and troubleshoot system components to promote data accuracy, operational stability, and timely issue resolution.<br>• Create clear documentation for proposed changes, technical specifications, workflows, and implementation activities across multiple initiatives.<br>• Partner with HR, Payroll, IT, and operational stakeholders to translate requirements into scalable system designs and support process improvements.<br>• Investigate and resolve integration problems between vendor platforms and internal systems, working closely with technical teams and external partners as needed.<br>• Develop and execute detailed test strategies for application changes and interfaces, validating results before and after deployment.<br>• Contribute to workforce technology projects such as platform migrations, system upgrades, benchmarking efforts, and vendor or product evaluations.<br>• Follow organizational information security standards and support compliance with healthcare, privacy, and regulatory requirements tied to sensitive data.<br>• Represent the systems function in cross-functional meetings, presentations, or site-based support activities when needed.
We are looking for a Finance and Risk Analyst to support treasury and risk-related activities for a healthcare organization in New Haven, Connecticut. This Contract position focuses on analyzing insurance exposure, reviewing claims and loss trends, and contributing to financial activities tied to debt, investments, and daily treasury operations. The role is well suited for an individual who can connect financial analysis with risk management priorities and help strengthen informed decision-making across the department.<br><br>Responsibilities:<br>• Evaluate insurance claims activity and loss patterns to identify trends, assess financial impact, and support risk-related recommendations.<br>• Assist the Treasury Department with monitoring cash-related activities, financial obligations, and operational processes tied to treasury functions.<br>• Contribute to the analysis of debt portfolios and investment activity to support sound financial planning and reporting.<br>• Prepare summaries, models, and reports that help leadership understand risk exposure, claim performance, and treasury results.<br>• Partner with internal stakeholders and external service providers to support claim administration and insurance-related financial matters.<br>• Review financial and risk data for accuracy, completeness, and compliance with departmental standards and reporting needs.<br>• Support process improvements, documentation updates, and system-related activities affecting treasury and risk operations when applicable.
We are looking for a Help Desk/Desktop Support Analyst to join a manufacturing organization in Tarrytown, New York on a contract basis with the potential for a permanent position. This position supports employees across office and remote settings by resolving day-to-day technical issues, preparing end-user devices, and maintaining a dependable support experience. The ideal candidate brings a service-oriented mindset, strong troubleshooting ability, and a disciplined approach to documentation, user support, and security-focused IT practices.<br><br>Responsibilities:<br>• Provide technical assistance for employees working both on-site and remotely, diagnosing and resolving hardware, software, and access-related issues.<br>• Prepare and deploy laptops through Microsoft 365 Autopilot, ensuring devices are configured properly for end users.<br>• Coordinate employee setup and separation activities by handling onboarding and offboarding tasks with accurate records and appropriate access controls.<br>• Contribute to IT security efforts by supporting user awareness initiatives and assisting with security-related tools, including KnowBe4.<br>• Route complex or unresolved incidents to higher-level support teams while adhering to service expectations and response timelines.<br>• Maintain detailed and accurate records of support requests, user communications, troubleshooting steps, and final resolutions within the ticketing platform.<br>• Follow up with users after issue resolution to confirm functionality, address remaining concerns, and promote a positive support experience.
We are looking for an IT Support Analyst to join a detail-oriented services organization in Stamford, Connecticut. This position supports employees across office environments by maintaining reliable technology operations, resolving user issues, and helping improve business systems. The role also partners with vendors and internal stakeholders to deliver technical projects, manage access, and support application and infrastructure initiatives.<br><br>Responsibilities:<br>• Deliver desktop and end-user support for staff across multiple office locations, ensuring timely resolution of day-to-day technical issues.<br>• Oversee ticket follow-up with external service providers, escalating concerns when needed and tracking performance against agreed service expectations.<br>• Maintain the health of essential IT environments, including endpoint devices, server resources, and network components.<br>• Coordinate technical initiatives from planning through implementation, keeping tasks organized and stakeholders informed throughout delivery.<br>• Support employee onboarding and offboarding by preparing equipment, assigning system access, and assisting with technology orientation.<br>• Administer vendor relationships related to IT services, including onboarding support, contract coordination, and ongoing service review.<br>• Track hardware inventory and manage asset lifecycle activities such as deployment, replacement planning, and records maintenance.<br>• Compile operational updates, reporting, and performance metrics to provide visibility into IT service trends and priorities.<br>• Gather business needs, document requirements, and work with technical teams or vendors to turn those needs into effective system changes.<br>• Assist with technology due diligence, integration efforts, and change support tied to acquisitions, application rollouts, and platform upgrades.
<p>Are you ready to take your accounting career to the next level with a fast-growing and collaborative finance team? We’re working with a standout company in White Plains on a permanent Bookkeeping opportunity and this is a team that truly values growth, innovation, and work-life balance.</p><p><br></p><p>Why You’ll Want This Role:</p><p><br></p><p>Flexible Hybrid Schedule: 3 days in the office, 2 days work from home</p><p>Robust Benefits: Medical/Dental/Vision coverage, 401k with a 3% match after 1 year (immediate contributions allowed)</p><p>Paid Time Off: Enjoy 12 major holidays plus a competitive PTO structure</p><p>Collaborative Team: Join a group passionate about excellence, teamwork, and personal development</p><p><br></p><p>Who You Are for the Role:</p><p>Motivated to build your finance and accounting career in a dynamic, fast-paced environment</p><p>Tech-savvy with large ERP software experience; NetSuite a plus, but not required</p><p>Comfortable working with multiple internal and external stakeholders</p><p>Adaptable, detail-oriented, and dedicated to continuous learning and process improvement</p>
<p><strong>MUST Have: 1-2 years relevant experience at either Investment Bank or Big 4 valuations performing complex financial modeling along with due diligence on mergers and acquisitions. </strong></p><p><strong>Only resumes with that experience and currently local to Stamford, CT</strong> will be considered and should be sent for immediate consideration to Jennifer.Beilin@Roberthalf (com).</p><p><br></p><p>We are looking for a Strategic Financial M&A Analyst to support the company’s growth agenda through disciplined transaction execution and strategic financial analysis in Stamford, Connecticut. This role partners with senior leaders and external advisors to assess acquisition opportunities, build investment cases, and guide decision-making across the deal lifecycle. The ideal candidate brings strong analytical judgment, practical M&A experience, and the ability to balance high-level strategy with hands-on execution.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and refine the organization’s long-range financial model to support strategic planning and investment decisions.</p><p>• Identify and assess potential acquisition opportunities by researching markets, reviewing company information, and aligning findings with business priorities.</p><p>• Build detailed valuation models and scenario analyses to evaluate financial performance, upside potential, and expected synergies for prospective targets.</p><p>• Coordinate due diligence activities by organizing inputs from legal, finance, and operational stakeholders and synthesizing key findings for leadership review.</p><p>• Prepare clear investment materials, including transaction summaries, presentations, and decision-support documents for internal and external audiences.</p><p>• Work closely with cross-functional partners throughout active transactions to keep deliverables on track and support efficient execution.</p><p>• Assist with post-close integration planning and follow-through, including initiatives tied to synergy realization and organizational alignment.</p><p>• Support communication and relationship management with external counterparties, advisors, and other partners involved in transaction processes.</p><p>• Oversee day-to-day priorities for a small team while fostering strong output, accountability, and ongoing development for entry-level colleagues.</p>