<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>
<p><strong>Position: </strong>Financial Analyst</p><p><strong>Location:</strong> Greater New London, CT (Hybrid / Flexible)</p><p><strong>Recruiter Contact</strong>: Ryan Genua Ryan.Genua@Roberthalf com</p><p><strong>Job Posting</strong>: RG0013405176</p><p><br></p><p><strong><u>Position Overview</u></strong></p><p>A growing organization in the Greater New London area is seeking a <strong>Financial Analyst</strong> to support budgeting, financial analysis, and operational reporting across the organization. This role partners closely with Accounting and cross‑functional leaders to improve financial visibility, support data‑driven decision‑making, and strengthen financial processes.</p><p>The ideal candidate is analytically minded, detail‑oriented, and comfortable working across departments in a fast‑paced environment.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>The Financial Analyst supports financial operations and planning by reviewing and monitoring purchase activity, payment requests, and budgeted spend. This role ensures transactions are properly documented, aligned with approved budgets, accurately coded, and tracked, while partnering closely with Accounting to resolve discrepancies and improve reporting accuracy.</p><p>The position plays an active role in budgeting and financial analysis by maintaining departmental budget models, analyzing spending trends, and preparing variance analyses. Findings are summarized into clear, concise insights for department leaders, highlighting risks, opportunities, and areas requiring attention, and supporting forecast updates throughout the fiscal year.</p><p>In support of leadership decision‑making, the Financial Analyst assists with preparing financial summaries, dashboards, and presentation materials for senior management. This includes consolidating departmental inputs, translating financial data into meaningful narrative insights, and supporting executive‑level and strategic reporting needs.</p><p>The role also works closely with Accounting on general ledger–related activity, including analysis of account activity, support for reclassifications and accruals, assistance during month‑end close, and maintenance of documentation to support audit readiness and compliance.</p><p>Additionally, the Financial Analyst contributes to continuous improvement initiatives by helping document finance workflows, identifying reporting or automation opportunities, and collaborating across teams to strengthen financial controls and enhance spend visibility.</p><p><br></p><p>If you meet these requirements and are interested in this great opportunity, please email your resume in confidence to Ryan Genua at Ryan.Genua@roberthalf com. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.</p>
<p><strong>Job Description: Financial Analyst</strong></p><p><strong>Overview:</strong></p><p>We are seeking a Financial Analyst to join our team, supporting critical decision-making and strategic initiatives. The ideal candidate will hold a degree in Finance, possess strong Excel and financial modeling skills, and have at least 2 years of professional experience in a financial analyst role.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop, maintain, and update financial models to forecast business performance, support budgeting, and evaluate strategic options</li><li>Analyze financial results and trends, preparing reports and presenting actionable insights to management</li><li>Support monthly, quarterly, and annual financial reporting and variance analysis</li><li>Assist in budgeting, planning, and forecasting activities</li><li>Conduct ad-hoc analysis to support business operations and project initiatives</li><li>Collaborate with cross-functional teams on financial data collection and analysis</li><li>Utilize advanced Excel functions (pivot tables, vlookups, complex formulas) to manipulate and analyze data</li><li>Ensure accuracy and integrity of financial information</li></ul><p><br></p>
<p>We are seeking a results-driven Financial Analyst/Associate (Pricing) to join our Finance & Analytics team. In this role, you will play a key part in developing and executing pricing strategies, analyzing customer profiles and market dynamics to optimize decisions that drive profitability and long-term value. You will build, maintain, and enhance pricing models to support business partners and actively identify process improvements that lead to greater operational outcomes. This position is ideal for a strategic thinker with strong analytical skills who thrives on transforming complex data into actionable business recommendations.</p>
<p><strong>Position: </strong>Financial Analyst</p><p><strong>Location:</strong> Colchester, CT (Hybrid / Flexible)</p><p><strong>Recruiter Contact</strong>: Ryan Genua Ryan.Genua@Roberthalf com</p><p><strong>Job Posting</strong>: RG0013405188</p><p><br></p><p><strong><u>Position Overview</u></strong></p><p>A growing organization in the Colchester area is seeking a <strong>Financial Analyst</strong> to support budgeting, financial analysis, and operational reporting across the organization. This role partners closely with Accounting and cross‑functional leaders to improve financial visibility, support data‑driven decision‑making, and strengthen financial processes.</p><p>The ideal candidate is analytically minded, detail‑oriented, and comfortable working across departments in a fast‑paced environment.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>The Financial Analyst supports financial operations and planning by reviewing and monitoring purchase activity, payment requests, and budgeted spend. This role ensures transactions are properly documented, aligned with approved budgets, accurately coded, and tracked, while partnering closely with Accounting to resolve discrepancies and improve reporting accuracy.</p><p>The position plays an active role in budgeting and financial analysis by maintaining departmental budget models, analyzing spending trends, and preparing variance analyses. Findings are summarized into clear, concise insights for department leaders, highlighting risks, opportunities, and areas requiring attention, and supporting forecast updates throughout the fiscal year.</p><p>In support of leadership decision‑making, the Financial Analyst assists with preparing financial summaries, dashboards, and presentation materials for senior management. This includes consolidating departmental inputs, translating financial data into meaningful narrative insights, and supporting executive‑level and strategic reporting needs.</p><p>The role also works closely with Accounting on general ledger–related activity, including analysis of account activity, support for reclassifications and accruals, assistance during month‑end close, and maintenance of documentation to support audit readiness and compliance.</p><p>Additionally, the Financial Analyst contributes to continuous improvement initiatives by helping document finance workflows, identifying reporting or automation opportunities, and collaborating across teams to strengthen financial controls and enhance spend visibility.</p><p><br></p><p>If you meet these requirements and are interested in this great opportunity, please email your resume in confidence to Ryan Genua at Ryan.Genua@roberthalf com. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.</p>
<p>We are looking for a skilled Bookkeeper/Business Analyst to join a dynamic construction company in West Babylon, New York. In this role, you will utilize your analytical expertise to evaluate processes, identify gaps, and recommend solutions that align with business goals. This position offers an opportunity to collaborate with cross-functional teams and contribute to optimizing operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business processes to identify inefficiencies and recommend improvements.</p><p>• Conduct gap analysis to assess discrepancies between current and desired states.</p><p>• Review and evaluate documentation to ensure compliance with organizational standards.</p><p>• Provide customer service support through call center operations when needed.</p><p>• Interpret data and create detailed reports to aid in decision-making processes.</p><p>• Work closely with construction teams to align business objectives with operational needs.</p><p>• Develop cost-effective solutions that enhance performance and reduce waste.</p><p>• Facilitate meetings and workshops to communicate findings and project updates effectively.</p>
<p>We are seeking an experienced Senior Digital / IT Business Analyst to lead requirements gathering and business analysis efforts for enterprise systems supporting a National Accounts organization. This role serves as a key liaison between business stakeholders and technical teams, ensuring system enhancements and new solutions align with strategic business initiatives.</p><p>The ideal candidate brings strong experience in requirements elicitation, process modeling, stakeholder engagement, and Agile delivery within complex IT environments.</p><p><br></p><p>Key Responsibilities</p><p>Requirements & Business Analysis</p><ul><li>Lead requirements elicitation activities including stakeholder interviews, workshops, and working sessions</li><li>Analyze existing systems and business processes to identify inefficiencies and improvement opportunities</li><li>Document clear, actionable requirements that are technically feasible and aligned with development standards</li><li>Create and maintain Business Requirements Documents (BRDs), user stories, and supporting artifacts</li><li>Track traceability between business requirements and functional/technical design specifications</li></ul><p>Stakeholder & Technical Collaboration</p><ul><li>Act as the primary interface between business stakeholders, user communities, and IT teams</li><li>Collaborate with architects, developers, and QA teams to translate business needs into system solutions</li><li>Participate in shaping project scope, requirements, estimates, and solution designs</li><li>Communicate changes, enhancements, and impacts to sponsors, developers, and stakeholders</li><li>Prepare and deliver status updates, presentations, demos, and progress reports</li></ul><p>Delivery Support & Governance</p><ul><li>Support backlog grooming, roadmap development, and prioritization efforts</li><li>Assist with business case development, ROI modeling, and cost‑benefit analysis</li><li>Participate in testing activities by reviewing test scenarios, assessing defects, and validating releases</li><li>Provide User Acceptance Testing (UAT) support to business stakeholders</li><li>Maintain documentation repositories and ensure project artifacts are accurate and current</li><li>Partner with Project Managers to monitor progress and evaluate delivery effectiveness</li></ul><p><br></p>
<p><strong>Finance Manager – Nonprofit Organization - </strong>PLAINVIEW, LONG ISLAND, NEW YORK </p><p><strong>Anna Parson at Robert Half</strong> is partnering with a mission‑driven nonprofit seeking a sharp, detail‑oriented <strong>Finance Manager</strong> with solid nonprofit and Medicaid or Healthcare experience.</p><p><strong>As the Finance Manager, you will: </strong></p><ul><li>Lead the month end close, financial reporting, budgeting, and forecasting</li><li>Manage cash flow, bank reconciliations and GL account reconciliations </li><li>Oversee Medicaid billing, collections, and revenue performance</li><li>Monitor Revenue KPIs including AR, denials, and collections</li><li>Ensure compliance between billing, documentation, and regulations</li><li>Oversee grant financial tracking and reporting</li></ul><p>Excellent opportunity to join a nonprofit organization as a Finance Manager where finance plays a critical role in operational success.</p><p>Contact <strong>Anna Parson at Robert Half</strong> for confidential consideration or Apply Now!</p>
We are looking for an entry-level Financial Analyst to join our team on a long-term contract basis in Stamford, Connecticut. This role offers a hybrid work schedule, with three days on-site (Tuesday through Thursday) and remote work on Mondays and Fridays. In this position, you will contribute to various financial and reporting activities while gaining valuable experience in the financial services industry.<br><br>Responsibilities:<br>• Assist in overseeing mutual fund custody, treasury operations, and financial reporting activities.<br>• Review and analyze security pricing, particularly for fixed income securities and derivatives, and present findings to the Pricing Committee.<br>• Monitor and coordinate activities with the Funds’ custodian, including the opening of custody accounts.<br>• Evaluate and review regulatory filings, such as shareholder reports and updates to Form N-1A.<br>• Support the preparation and monitoring of fund expense budgets and manage the expense payment process.<br>• Contribute to the creation and maintenance of reports for the Board of Trustees, subadvisors, and management.<br>• Collaborate on new fund launches, mergers, liquidations, proxies, and share class changes as needed.<br>• Perform data analysis and reporting tasks using tools such as Microsoft Excel.<br>• Ensure compliance with internal and external financial regulations and policies.
<p><strong>Market Analyst - Energy Trading</strong></p><p>Our client a boutique Energy Trading firm based in Westport, CT continues to build out their trading team. This analytics role focused on market trends, commodity data, and provides insights that support trading decisions. The position will dive into supply and demand analytics to forecast price trends, and research one off events providing the traders with probable market / pricing impacts. For immediate consideration email resume to austin.royle@rhi.</p>
We are looking for an experienced Business Analyst Manager to lead the strategic management and optimization of our business systems in a dynamic manufacturing environment. This role requires a strong leader who can collaborate across multiple departments to ensure systems are efficient, reliable, and aligned with organizational goals. Based in Melville, New York, you will play a pivotal role in driving technological advancements and process improvements.<br><br>Responsibilities:<br>• Define and manage the architecture, configuration, and data flows of the Deltek Costpoint ERP system.<br>• Lead integration projects to connect enterprise systems and ensure seamless functionality.<br>• Analyze and optimize workflows to improve efficiency, quality, and throughput across departments.<br>• Design and maintain automated digital workflows to reduce manual processes and enhance productivity.<br>• Act as the primary liaison between internal teams, external consultants, and software vendors to translate business needs into functional solutions.<br>• Oversee business system implementation projects, ensuring adherence to scope, budget, and timelines.<br>• Develop operational and analytical reports to support data-driven decision-making processes.<br>• Manage and maintain multiple SharePoint sites and libraries to streamline collaboration.<br>• Deliver training sessions for end users and create detailed documentation, including SOPs and security guidelines.<br>• Research and recommend innovative technologies, including AI, to enhance system capabilities.
We are looking for an experienced Power BI Analyst to join our team in Windsor, Connecticut. In this role, you will leverage your expertise in business intelligence tools to transform data into actionable insights and support strategic decision-making. You will collaborate with cross-functional teams, ensuring that data is accurately analyzed and presented to drive operational efficiency.<br><br>Responsibilities:<br>• Administer and manage the Power BI platform, including back-end functionality and system optimization.<br>• Extract, review, and analyze data to identify trends and provide meaningful insights.<br>• Present findings to stakeholders through clear and effective communication.<br>• Act as a liaison between IT, finance, and operations teams to ensure seamless collaboration.<br>• Design and test reports to ensure accuracy and reliability.<br>• Set up and manage workspaces within Power BI to facilitate efficient data utilization.
<p><strong>Treasury Analyst - Torrington, CT</strong></p><p><strong>Contact: </strong>Brittany Rizzo / Brittany.Rizzo@roberthalf com</p><p><strong>Reference ID:</strong> BR0013400879</p><p><br></p><p><strong>Job Summary</strong></p><p>The Treasury Analyst is responsible for supporting the organization’s cash management, liquidity planning, and financial risk management activities. This role monitors daily cash positions, assists with forecasting, supports banking relationships, and helps ensure the company maintains optimal liquidity while complying with internal policies and financial regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor daily cash balances across bank accounts and ensure adequate liquidity for operational needs.</li><li>Execute and record cash transfers, investments, and debt-related transactions.</li><li>Optimize cash positioning and manage intercompany funding activities.</li><li>Prepare short-term and long-term cash flow forecasts.</li><li>Analyze variances between forecasted and actual cash flows.</li><li>Partner with accounting, FP&A, and operational teams to improve forecast accuracy.</li><li>Manage relationships with banking partners and assist with account administration.</li><li>Support payment processing including wires, ACH, and international transactions.</li><li>Maintain bank account documentation and authorized signatories.</li><li>Assist with debt compliance reporting and covenant tracking.</li><li>Support investment activities in accordance with company policies.</li><li>Maintain treasury management systems and banking platforms.</li><li>Assist in monitoring foreign exchange, interest rate, and liquidity risks.</li><li>Support implementation and documentation of hedging activities where applicable.</li><li>Prepare treasury reports for management, including cash positions and liquidity analysis.</li><li>Ensure compliance with internal controls, company policies, and regulatory requirements.</li><li>Support internal and external audits related to treasury activities.</li></ul><p><br></p>