<p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
We are looking for a Financial Analyst to support data-driven decision-making through thoughtful analysis, reporting, and financial insight. This Long-term Contract position is based in Eagan, Minnesota, and offers the opportunity to work with business partners to evaluate performance, identify trends, and strengthen financial planning activities. The ideal candidate brings strong analytical skills, attention to detail, and the ability to turn complex data into clear recommendations.<br><br>Responsibilities:<br>• Conduct detailed financial reviews to uncover trends, explain performance results, and support business decisions.<br>• Build and maintain financial models that help forecast outcomes, evaluate scenarios, and measure operational impact.<br>• Prepare ad hoc analyses for leadership by gathering data, interpreting findings, and presenting practical insights.<br>• Investigate budget-to-actual differences and provide clear variance explanations to stakeholders.<br>• Use data mining methods to extract, organize, and analyze large datasets for reporting and planning purposes.<br>• Partner with cross-functional teams to improve the accuracy, consistency, and usefulness of financial information.<br>• Develop recurring reports and dashboards that highlight key metrics and support ongoing financial oversight.
We are looking for a detail-oriented Financial Analyst to join our team in Newport, Minnesota. In this role, you will leverage your expertise to analyze financial data and provide insights that drive strategic decisions within our sales and marketing departments. This position offers the opportunity to collaborate with cross-functional teams and contribute to the company’s growth through informed financial planning and reporting.<br><br>Responsibilities:<br>• Analyze sales and marketing data to identify performance trends and provide actionable insights.<br>• Build and maintain financial models to support strategic planning and decision-making processes.<br>• Create and deliver reports on critical metrics such as customer acquisition costs and sales pipeline efficiency.<br>• Collaborate with sales and marketing teams to assess campaign effectiveness and recommend optimal budget allocations.<br>• Track expenses and variances, ensuring alignment with financial goals while identifying opportunities for cost savings.<br>• Assist in the development of annual budgets and quarterly forecasts for sales and marketing departments.<br>• Conduct pricing and margin analyses to support decision-making, including customer profitability and segmentation.<br>• Manage and evaluate royalty rates, profitability of licensed products, and costing data to enhance financial outcomes.<br>• Present financial findings and recommendations to senior leadership in a clear and actionable format.<br>• Perform ad hoc financial analyses to support business strategies, pricing decisions, and organizational assessments.
We are looking for a highly skilled Financial Analyst/Manager to lead workforce analytics and financial planning efforts. This role is pivotal in driving informed decision-making through strategic labor forecasting, process optimization, and data-driven insights. The ideal candidate will have a passion for enhancing operational efficiency and aligning financial strategies with broader organizational goals.<br><br>Responsibilities:<br>• Develop and maintain detailed financial models to support labor planning, forecasting, and workforce optimization.<br>• Collaborate with cross-functional teams to identify opportunities for operational improvements and implement data-driven strategies.<br>• Lead initiatives to automate financial reporting processes, ensuring accuracy and scalability.<br>• Analyze workforce management metrics to provide actionable insights for enhancing efficiency and resource allocation.<br>• Drive continuous improvement in financial processes, focusing on standardization and scalability.<br>• Partner with leadership to align workforce strategies with organizational objectives and financial performance.<br>• Design and deliver Power BI dashboards to improve visibility into key performance metrics.<br>• Provide expertise in change management to support the adoption of new processes and tools.<br>• Mentor and guide less experienced team members, fostering growth and knowledge sharing.<br>• Identify and implement business process improvements that enhance overall financial operations.
<p>We are looking for a highly skilled individual to join a growing organization in the North Metro. This role requires an experienced, detail-oriented individual with a strong background in financial analysis and the ability to contribute to strategic decision-making. The ideal candidate will have extensive experience in the manufacturing industry and demonstrate expertise in managing budgets, variance analyses, and financial modeling.</p><p><br></p><p>This opportunity comes with medical, dental/vision, short/long term disability, life insurance, discretionary bonus, PTO, and more. </p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken</p><p><br></p>
<p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>
<p>We are looking for an ambitious and detail-oriented Financial Analyst to join a team on a contract with the potential for permanent employment in Roseville, Minnesota. This role is ideal for someone eager to develop their expertise in financial analysis, reporting, and data interpretation within a dynamic and collaborative environment. You will play a key part in supporting financial decision-making processes and ensuring the accuracy of market insights.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support business decisions and identify trends.</p><p>• Assist in preparing accurate financial reports and forecasts to guide strategic planning.</p><p>• Monitor financial markets and provide insights to stakeholders using tools such as Bloomberg Terminal.</p><p>• Analyze data sets to extract meaningful insights and present findings in a clear, actionable format.</p><p>• Collaborate with team members to ensure the integrity and accuracy of financial information.</p><p>• Develop and maintain financial models to evaluate business performance.</p><p>• Identify opportunities for cost optimization and profitability improvement.</p><p>• Support the team in maintaining compliance with financial regulations and standards.</p><p>• Contribute to the preparation of presentations and reports for senior leadership.</p><p>• Stay updated on market developments and industry trends to enhance decision-making processes.</p>
<p>We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and much more.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken</p>
<p>We are looking for a Financial Planning & Reporting Analysis for the western suburbs. The ideal candidate brings strong modeling expertise, experience with consolidation tools, and the ability to partner across teams to improve decision-making. Seeking 5+ years of progressive of finance background. Having experience in a manufacturing/distribution/inventory background preferred. Salary up to $125k (DOQ) plus bonus. This is a hybrid model. Come join a great team and culture with opportunity to grow! If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly financial consolidation and reporting activities using OneStream, including review of intercompany balances and foreign exchange impacts.</p><p>• Build and refine forecasting and budgeting models that help leadership evaluate performance and plan effectively.</p><p>• Prepare presentations, reporting packages, and financial insights for board discussions and executive-level requests.</p><p>• Create detailed financial analyses and scenario models to guide strategic planning and business initiatives.</p><p>• Monitor key performance indicators, interpret trends, and highlight financial drivers that influence results.</p><p>• Perform comparative and variance analysis to explain performance shifts and identify areas requiring further review.</p><p>• Establish and report practical financial metrics that strengthen data-driven decisions across the business.</p><p>• Partner with cross-functional stakeholders to develop consolidated forecasts and support the annual operating plan.</p><p>• Coordinate project plans, timelines, and deliverables for assigned finance initiatives to ensure work is completed on schedule.</p>
We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in preparing detailed financial analyses, supporting reporting initiatives, and delivering actionable insights to guide decision-making. This position offers the opportunity to collaborate across various departments and contribute to the firm’s overall financial operations.<br><br>Responsibilities:<br>• Develop comprehensive financial reports and analyses using accounting systems, report-writing tools, and Microsoft Excel.<br>• Assist with preparing monthly, quarterly, and annual management reports, financial statement reviews, and ad-hoc analyses.<br>• Collaborate with internal teams to complete high-priority external surveys and deliver accurate data.<br>• Partner with the FP&A leadership team to understand priorities and provide guidance to entry level analysts.<br>• Lead and manage ad hoc projects from inception to completion, ensuring timely and successful delivery.<br>• Gain a deep understanding of the firm’s financial systems and operations to act as a subject matter expert.<br>• Leverage tools such as Excel, Power Query, and Tableau to generate accurate and actionable financial insights.<br>• Perform additional tasks as assigned to support the team’s objectives.
<p>Robert Half is partnering with our client to find a Senior Financial Analyst to join our team in Bloomington, Minnesota. In this role, you will turn complex financial data into clear insights that support planning, performance management, and informed business decisions. The position works closely with finance and operational leaders to strengthen reporting, improve forecasting, and identify opportunities to enhance profitability and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate financial results against budgets and projections, highlighting key drivers behind variances and business performance.</p><p>• Combine and validate data from multiple entities and reporting platforms to produce accurate, timely financial information.</p><p>• Create and refine dashboards and visual reports that help leaders monitor trends, costs, and operational outcomes.</p><p>• Work with cross-functional stakeholders to deliver meaningful analysis on revenue, spending, labor, and overall financial performance.</p><p>• Support the development of annual budgets, periodic forecasts, long-range plans, and cash flow outlooks.</p><p>• Contribute to treasury activities and debt-related reporting by preparing schedules, analyses, and compliance documentation.</p><p>• Perform margin, cost, and profitability analysis for products or services and recommend actions to improve results.</p><p>• Assist with reporting enhancements, analytical tools, and process improvements that increase efficiency and reporting quality.</p><p>• Manage special assignments and ad hoc financial analyses to address evolving business needs and strategic priorities.</p>
<p>We are looking for an experienced Business Analyst. This role offers the opportunity to work with a global team and contribute to impactful projects.</p><p><br></p><p>Responsibilities:</p><p>• Analyze user requirements, workflows, and procedures to identify opportunities for automation or system improvement.</p><p>• Collaborate with stakeholders to assess system capabilities and recommend updates or enhancements.</p><p>• Oversee the testing, maintenance, and implementation of computer programs and systems.</p><p>• Provide training and guidance to staff and users to ensure effective utilization of systems and tools.</p><p>• Conduct interviews, surveys, or job observations to understand how data is processed and identify areas for optimization.</p><p>• Lead efforts to expand or modify systems to meet evolving business needs and improve workflows.</p><p>• Offer expert advice to clients on information processing and computation requirements.</p><p>• Deliver constructive feedback and mentorship to team members to support their growth and development.</p><p>• Facilitate communication within teams, ensuring alignment on project goals and deliverables.</p><p>• Ensure adherence to Agile Scrum methodologies in project execution.</p>
We are looking for a skilled IT Accountant/Manager/Director to join our team in Bayport, Minnesota. In this role, you will oversee the management and optimization of financial applications, ensuring seamless integration and functionality. This position requires a blend of technical expertise and strong leadership skills to drive process improvements and maintain robust internal controls.<br><br>Responsibilities:<br>• Oversee master data management and ensure accurate configuration of financial applications.<br>• Design and implement new application processes and enhance existing systems to meet organizational needs.<br>• Monitor and analyze financial transactions, controls, and exception processes to ensure compliance and efficiency.<br>• Prepare and manage data for mass uploads during new implementations or ongoing updates.<br>• Plan and coordinate application release processes, including resource allocation and project timelines.<br>• Interpret release notes, collaborate with cross-functional teams, and document testing approaches and use cases.<br>• Provide updates to governance committees and secure necessary approvals for system implementations.<br>• Lead the review and resolution of discrepancies in purchase orders, invoices, and data integration failures.<br>• Develop and enforce policies that strengthen internal controls and align with organizational goals.<br>• Support project planning and execution for application integrations and enhancements.
<p>Our client is seeking a dedicated Lending Operations Specialist to join their team, focusing on the administration and processing of commercial, consumer, and SMB loans. This position emphasizes post-approval loan activities including booking, participations, and payoff processing, using key banking software tools. Working within a tight-knit team, you will play a critical role in maintaining operational continuity. </p><p><br></p><ul><li>Oversee and execute administrative tasks associated with loan documentation and booking for commercial, consumer, and SMB loans</li><li>Ensure loan participations are properly documented, coded, and processed according to internal policies.</li><li>Accurately input new loan data into core banking systems such as Fiserv, LaserPro</li><li>Manage processing and payoffs for approved loans, coordinating with team members and providing secondary support when leadership is unavailable.</li><li>Maintain high standards of accuracy, compliance, and timeliness in documentation and workflow.</li><li>Collaborate effectively within a small team to ensure seamless operations, providing guidance or support as needed during interim periods.</li><li>Assist in onboarding and updating loan accounts post-approval; no responsibilities related to loan origination or underwriting.</li><li>Identify and escalate operational risks or discrepancies and support process improvement initiatives within the lending operations function.</li></ul><p><br></p>
We are looking for a detail-oriented Proposal Benefits Analyst to join our team on a long-term contract basis in Minnetonka, Minnesota. In this role, you will be responsible for supporting the creation and delivery of accurate commercial group proposals, ensuring client and broker satisfaction, and maintaining compliance with regulatory standards. This position requires strong organizational skills, attention to detail, and the ability to collaborate with cross-functional teams to meet deadlines and deliver high-quality results.<br><br>Responsibilities:<br>• Develop and review new and renewal proposal packages for large group clients, ensuring accuracy and compliance with regulatory requirements.<br>• Collaborate with sales and underwriting teams to interpret client needs and create tailored proposal exhibits.<br>• Prepare and audit Summary of Benefits and Coverage (SBCs), aligning them with Certificates of Coverage (COCs) and other benefit documents.<br>• Generate benefit change grids and ensure accurate linking of SBCs to the member portal.<br>• Maintain knowledge of product guidelines, federal regulations, and competitor offerings to ensure proposals meet all standards.<br>• Monitor workflow and manage assignments to ensure timely completion of proposal deliverables.<br>• Serve as a liaison between sales, underwriting, and operational teams to facilitate effective communication and collaboration.<br>• Utilize tools such as Microsoft Word, Excel, Adobe, and Salesforce CRM to create and manage proposal documents.<br>• Conduct audits to ensure the accuracy of benefit language and compliance with organizational standards.<br>• Provide support for ad hoc tasks related to proposal development and benefit administration.
<p>We are looking for a Rebate Analyst to join our team on a contract basis. This role focuses on rebate disbursement and payment operations, ensuring accuracy and timeliness for an assigned client portfolio. As part of a collaborative environment, you’ll engage with cross-functional teams to resolve issues, analyze variances, and drive process improvements. This is a long-term contract position offering stability and growth within the health insurance industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage end-to-end rebate disbursement processes for assigned client portfolios, ensuring compliance with contract terms.</p><p>• Interpret and apply client contracts to payment disbursement operations.</p><p>• Execute rebate payments through designated systems, meeting accuracy and timeliness standards.</p><p>• Conduct root cause analysis and identify process inefficiencies to recommend and implement improvements.</p><p>• Collaborate with Quality Control, Analytics, Billing, Legal, and Client Management teams to resolve issues and ensure smooth operations.</p><p>• Respond to internal and external inquiries by conducting independent research and providing clear communication.</p><p>• Perform variance analysis to identify discrepancies and address them effectively.</p><p>• Support ad hoc initiatives and financial reporting tasks as needed.</p><p>• Act as a subject matter expert on rebate terms and disbursement processes.</p><p>• Utilize advanced Excel skills and SQL to analyze data and optimize operation</p>
We are looking for a bilingual Business Analyst to support health insurance member communication projects for Annual Enrollment in a long-term contract role. This position focuses on coordinating multilingual materials, reviewing translated content, and partnering with vendors to deliver accurate, high-quality communications on schedule. Based in Eden Prairie, Minnesota, this opportunity is structured as a telecommute role with a 40-hour work week.<br><br>Responsibilities:<br>• Coordinate the preparation, translation, and reproduction of member-facing materials across multiple languages and delivery formats.<br>• Evaluate translated documents for accuracy, consistency, and alignment with communication standards before release.<br>• Support the editing and refinement of enrollment-related content to ensure clarity and quality in each language version.<br>• Partner with external vendors to manage production timelines and maintain strong quality outcomes for translated materials.<br>• Oversee several concurrent assignments while balancing urgent deadlines and rapid turnaround expectations.<br>• Track project progress, organize documentation, and communicate status updates to stakeholders throughout the workflow.<br>• Contribute to Annual Enrollment communication efforts for Medicare-related materials in a fast-paced environment.
We are looking for a bilingual Business Process Analyst to support the development and quality review of translated regulatory, benefit, marketing, and transactional communications for a health insurance environment. This Long-term Contract position is based in Eden Prairie, Minnesota, and is fully remote, with work hours aligned to regular Monday through Friday business operations and a preference for Central Time availability. The person in this role will partner with cross-functional teams and external language vendors to keep projects moving efficiently, maintain quality standards, and help deliver clear, compliant materials in both English and Spanish.<br><br>Responsibilities:<br>• Oversee translation and reproduction requests from intake through final delivery, ensuring timelines, scope, and quality expectations are met across multiple concurrent assignments.<br>• Assess incoming work, determine the appropriate language service approach, and assign projects directly or route them to external translation partners based on need and capacity.<br>• Gather and compare vendor estimates for translation, formatting, audio, and related support services, then recommend the best option by weighing cost, turnaround, and project risk.<br>• Review translated documents and audio outputs against original source content to confirm accuracy, completeness, consistency, and readiness for release.<br>• Coordinate with internal business partners in a fast-moving, cross-functional setting to support regulatory benefit materials, member-facing communications, marketing pieces, and other transactional content.<br>• Track project milestones, follow up on outstanding deliverables, and resolve issues that could affect deadlines, quality, or compliance requirements.<br>• Maintain organized records of requests, approvals, pricing details, and final deliverables to support efficient project execution and reporting.<br>• Provide bilingual support in English and Spanish when evaluating content, clarifying requirements, and communicating with stakeholders or service providers.
<p>We are looking for a business process analyst to support Risk Adjustment Data Validation activities within a highly regulated health insurance environment. This long-term contract position focuses on strengthening audit operations through careful review of member, enrollment, and claims-related information while helping maintain compliance and reporting accuracy. Based in Minnesota, but able to work fully remote, this opportunity is well suited for a detail-focused analyst who can manage complex data issues, coordinate with cross-functional partners, and contribute to successful audit execution in a remote work setting.</p><p><br></p><p>Responsibilities:</p><p>• Manage and refine Excel-based trackers, audit logs, and supporting documentation to keep project records accurate and current.</p><p>• Examine demographic, eligibility, and enrollment information to identify errors, confirm completeness, and support audit preparedness.</p><p>• Assess medical, pharmacy, and claims records to verify that submitted data aligns with required standards and supporting evidence.</p><p>• Analyze reporting results to detect omitted or conflicting diagnosis details that may affect Hierarchical Condition Category outcomes.</p><p>• Investigate data inconsistencies across multiple sources, resolve issues when possible, and elevate critical risks or obstacles to leadership in a timely manner.</p><p>• Prepare recurring project updates that summarize progress, open issues, and milestone status for stakeholders.</p><p>• Partner with internal teams and external vendors to coordinate deliverables and maintain momentum against audit timelines.</p><p>• Apply current CMS guidance, audit protocols, and privacy requirements when handling sensitive healthcare information.</p><p>• Participate in project and cross-functional meetings, adjust to shifting priorities, and provide support for related operational initiatives as needed.</p>
<p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
We are looking for an experienced ERP/CRM Consultant to join our dynamic team in Minneapolis, Minnesota. In this role, you will leverage your expertise in Microsoft Dynamics 365 Finance & Operations or AX 2012 to provide critical support and enhancements for our business systems. The ideal candidate will excel in troubleshooting, collaborating with cross-functional teams, and developing solutions that align with organizational needs.<br><br>Responsibilities:<br>• Provide daily application support for Microsoft Dynamics systems by identifying and resolving issues that impact end-user functionality.<br>• Monitor and maintain automated business processes to ensure seamless operations of essential functions.<br>• Update and manage system data to maintain accuracy and integrity.<br>• Develop comprehensive training materials and deliver sessions to empower end users.<br>• Collaborate with stakeholders, team members, and subject matter experts to define requirements and implement effective solutions.<br>• Conduct discovery sessions to document business needs and translate them into functional design documents for development teams.<br>• Test, validate, and document system configurations and integration updates based on business requirements.<br>• Handle incoming access requests and support tickets, ensuring timely resolution and efficient triage.<br>• Perform rigorous system testing and assist in user acceptance testing to ensure functionality aligns with business objectives.