<p>We are looking for an experienced Project Manager. This position offers the opportunity to lead complex technology migrations and collaborate with diverse teams to deliver high-impact solutions.</p><p><br></p><p>Responsibilities:</p><p>• Lead the full lifecycle of Dynamics CE and Salesforce migration projects, ensuring timely delivery and quality outcomes.</p><p>• Coordinate cross-functional teams, including Power Platform specialists, integration experts, and quality assurance professionals.</p><p>• Develop and manage project plans, timelines, and communication strategies to keep stakeholders informed and engaged.</p><p>• Facilitate sprint planning and monitor Azure DevOps boards to track progress and resolve issues proactively.</p><p>• Provide leadership and direction to ensure project objectives are met while adhering to industry best practices.</p><p>• Conduct risk assessments and implement mitigation strategies to address potential challenges.</p><p>• Drive process improvements and efficiency in project execution.</p><p>• Collaborate with financial services teams to align technical solutions with business operations and goals.</p><p>• Maintain clear and concise reporting to communicate project status and outcomes effectively.</p>
We are in search of a Controller to join our team in Saint Paul, Minnesota. This role is pivotal in managing our financial operations and ensuring the accuracy of our records. The Controller will have a hand in various functions, from overseeing the general ledger to managing accounts payable and receivable, all while ensuring compliance with financial regulatory requirements.<br><br>Responsibilities:<br>• Oversee the general ledger and manage the end of month closing processes.<br>• Assist in the development of budgets and perform variance analysis to guide strategic decision-making.<br>• Collaborate with production to account for and manage inventory, including cost analysis and valuation.<br>• Ensure our financial operations are in compliance with all regulatory requirements and prepare necessary reports for federal, state, and local authorities.<br>• Utilize the Epicor ERP for all accounting functionalities, ensuring the accuracy and integrity of system data.<br>• Prepare necessary documentation and provide support during internal and external audits.<br>• Efficiently manage accounts payable and receivable functions to ensure timely processing of invoices, payments, and collections.<br>• Handle administrative tasks related to accounting, including document management, filing, and coordination with other departments to ensure financial data accuracy.
We are offering an opportunity for a VP/Director of Finance in Arden Hills, Minnesota. The individual will be responsible for overseeing the finance, accounting, budgeting, and financial reporting aspects of the organization. The role involves engagement with multiple departments, ensuring the organization's goals are met and new initiatives are properly funded. <br><br>Responsibilities:<br><br>• Plan and implement systems that fulfill the department's mission and goals efficiently and effectively.<br>• Provide leadership and day to day management of finance, accounting, tax, audit, business technology, risk management, purchasing, budgeting, financial reporting, and analysis, investment analysis, and management.<br>• Assure monthly financial statements provide an accurate picture of current financial conditions of the Organization consistent with generally accepted accounting practices (GAAP), nonprofit law, and organizational policy.<br>• Conduct internal audits to assure compliance and maintain business and financial records in accordance with financial accounting and reporting systems, controls, accountabilities, legal, tax, and audit parameters.<br>• Conduct financial and business analyses of potential new ventures and develop funding models and implementation plans.<br>• Manage all financial activities including cash flow management, investment management, analysis of capital projects, asset sales, and the safeguarding of all assets.<br>• Oversee the development of the annual operating budget, including all department and subsidiary budgets.<br>• Lead the decision-making process for real estate and major lease and buy activities.<br>• Communicate regularly with the audit/finance committee and the board of directors.<br>• Drive employee engagement and organizational performance by improving employee line of sight to strategic goals.<br>• Establish and implement finance and business technology efforts that effectively communicate and support organizational mission, goals, and strategic vision.<br>• Establish and maintain constructive and effective relationships with audit.
<p>Robert Half is partnering with a Technology Company; and sourcing for a Contracts Administrator. </p><p><br></p><p>What you’ll be doing...</p><p>• Coordinate the review and processing of standard contracts that originate in the field including the final execution of the contract document and related placement of documents in Salesforce</p><p>• Review and assess client contract documents for new services which often require non-routine contract management.</p><p>• Establish framework for administering non-standard contracts to ensure compliance with contractual terms and conditions, company policies and client expectations.</p><p>• Understand and assess implications of legal and commercial contract terms on proper revenue recognition criteria.</p><p>• Work closely with Sales, Finance, Legal, and other internal teams in preparing 3rd party contracts related to the company’s sales activities, which includes modifying language in contracts to track company’s established business and legal policies.</p><p>• Independently analyze unusual contractual requirements and apply knowledge of company policies and procedures to produce contract documents that meet high standards of legal protection.</p><p>• Provide guidance to other Contracts staff as well as the Sales team on contract administration processes.</p><p>• Periodically review and assess vendor/supplier contract documents.</p><p>• Perform other duties, as assigned.</p>
<p>Vice President/Compliance Officer – Twin Cities Metro Area</p><p>Are you a seasoned compliance professional looking for your next leadership challenge? A leading financial institution in the Twin Cities Metro Area is seeking a <strong>Vice President/Compliance Officer</strong> to take ownership of its compliance programs and drive excellence across regulatory frameworks. This is an outstanding opportunity to align your expertise in banking compliance with a mission-driven organization focused on fostering community engagement and regulatory leadership.</p><p>Key Responsibilities</p><p>· Lead and oversee all aspects of the bank’s compliance programs, ensuring adherence to regulatory requirements, including CRA, ECOA, HMDA, and additional fair lending laws.</p><p>· Develop, refine, and implement compliance strategies, policies, and procedures to stay ahead of changing regulatory landscapes.</p><p>· Serve as the primary liaison with regulatory agencies during examinations, audits, and reviews, addressing findings and implementing corrective action when necessary.</p><p>· Mentor and manage compliance team members, promoting professional development and a culture of accountability.</p><p>· Collaborate with executive and operational teams to ensure alignment of regulatory compliance priorities with overall business objectives.</p><p>· Monitor industry trends and regulatory developments to provide actionable insights and maintain the institution's position as a compliance leader.</p><p>Qualifications</p><p>· 5+ years of experience in compliance, regulatory oversight, or a related role within the financial services industry; relevant legal or regulatory agency experience is highly preferred.</p><p>· Demonstrated expertise in community banking compliance, including strong knowledge of applicable regulations (e.g., CRA, ECOA, HMDA).</p><p>· Proven leadership and management abilities, with at least 2+ years overseeing and mentoring teams to success.</p><p>· Strong analytical, organizational, and communication skills; must be adept at distilling complexity into actionable recommendations.</p><p>· Hands-on experience collaborating with external regulatory bodies and guiding institutions through examinations or audits.</p><p>This is an opportunity to lead meaningful compliance efforts that impact both the bank and the community. Be part of a forward-thinking institution that values diversity, promotes equitable practices, and deeply invests in its employees and the communities it serves.</p><p>If you are interested, please contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or simply click the application link to get started.</p>
<p>We are in search of a Business Law Attorney to become a part of a well established team within a general practice firm. In this position, you'll provide advice and legal support to businesses of various size and maturity. Clients typically need help with entity selection and formation, contracts review and negotiation, mergers and acquisitions, employee handbooks and more.</p><p><br></p><p>Responsibilities:</p><p>• Manage the entity formation process, ensuring all legal requirements are met</p><p>• Oversee corporate governance matters, providing expert advice and guidance</p><p>• Review a variety of contracts to ensure they are legally sound and beneficial to the organization</p><p>• Negotiate contracts to secure advantageous terms and conditions for the organization</p><p>• Utilize Case Management Software for effective organization and tracking of legal cases</p><p>• Operate Adobe Acrobat and other Document Management tools to maintain and organize important legal documents</p><p>• Prepare and review legal briefs, providing comprehensive legal advice</p><p>• Execute conveyancing processes, ensuring all legal procedures are correctly followed.</p>
<p>A highly regarded wealth management firm based in the Twin Cities is seeking a skilled and motivated Tax Manager with experience in Accounting and Tax, particularly focusing on High Net Worth Individuals and Business Owners. This permanent position offers a unique opportunity to thrive professionally in a dynamic, fast-paced environment.</p><p><strong>Key Highlights:</strong></p><p><strong> </strong></p><p><strong>Fast-Paced, Entrepreneurial Client Base:</strong> Collaborate with an entrepreneurial and dynamic client portfolio that values innovation and growth.</p><p><strong>Professional Collaboration:</strong> Engage with investment professionals, business experts, and principals to provide sophisticated solutions.</p><p><strong>Integrity and Professional Growth:</strong> Join an organization committed to integrity, professionalism, and rewarding independent thinking and strong business judgment.</p><p><strong> </strong></p><p><strong>Summary of Responsibilities:</strong></p><p>Streamline service delivery for client needs while maintaining responsiveness and efficiency.</p><p>Oversee tax and accounting processes for individual, partnership, and trust entities, alongside the business unit.</p><p>Perform in-depth research and analysis to address complex tax inquiries and financial planning challenges.</p><p>Collect and evaluate annual tax documentation, including tracking charitable contributions, deductible interest, and Schedule C income/expenses.</p><p>Prepare quarterly portfolio review reports reflecting comprehensive analytics.</p><p>Manage treasury operations for client entities and ensure proper accountability.</p><p>Coordinate property and casualty insurance renewals.</p><p>Foster relationships with external advisors such as tax professionals, estate attorneys, bankers, investment counselors, and insurance brokers.</p><p>Contribute with a "no task too big or too small" mindset on ad hoc projects.</p><p><strong>Qualifications:</strong></p><p> </p><p><strong>Experience:</strong> 5–8 years of combined experience in public accounting and/or the financial services sector.</p><p><strong>Education:</strong> Bachelor’s degree in Accounting, Finance, or related field (CPA certification considered a plus).</p><p><strong>Technical Knowledge:</strong> Expertise in individual, trust, and entity taxation is preferred, with strong analytical and critical thinking skills to navigate complex financial matters.</p><p><strong>Soft Skills:</strong> Demonstrated ability for effective time management, resourcefulness, independence, discipline, and problem resolution under tight deadlines.</p><p><strong>Characteristics:</strong> Must showcase initiative, professionalism, detail orientation, and strong interpersonal abilities to thrive in varied relationships and situations.</p><p> </p><p>This role presents an exceptional chance to enhance your career with a firm that values smart thinking, integrity, and professional accountability.</p><p><strong>Next Steps:</strong></p><p> Interested applicants should apply through the provided link or contact Douglas Rickart at 612-249-0330 or message on LinkedIn for confidential consideration.</p><p><br></p>
<p>Our client is looking for a Senior Internal Auditor to join their dynamic team in Minneapolis, Minnesota. In this role, you will leverage your expertise to enhance business processes, strengthen compliance measures, and identify areas of risk while fostering collaborative relationships. This position offers the opportunity to mentor and guide team members, contribute to impactful projects, and engage with a diverse portfolio of clients across industries. This role offers an excellent work life balance, working 40-45 hours per week. This is a consulting firm, not a CPA firm. This role does provide upward mobility and a defined career path. </p><p><br></p><p>Responsibilities:</p><p>• Lead the execution of audit projects, including developing work plans, creating deliverables, and ensuring high-quality results.</p><p>• Identify areas of business risk and propose actionable solutions to improve efficiency and performance.</p><p>• Facilitate client discussions to assess processes and controls, ensuring compliance with regulatory standards like Sarbanes-Oxley.</p><p>• Mentor and train team members at the entry level, fostering their growth and development.</p><p>• Collaborate with clients to establish effective risk management strategies and strengthen internal controls.</p><p>• Analyze and interpret data to provide insights that drive informed decision-making.</p><p>• Prepare detailed audit reports and documentation outlining findings and recommendations.</p><p>• Build and maintain strong relationships with clients and team members.</p><p>• Stay updated on industry trends and advancements in audit methodologies and regulatory requirements.</p><p>• Promote a positive and inclusive team culture through open communication and mutual respect.</p>
We are offering an exciting opportunity for a Tax Manager - Public in Golden Valley, Minnesota, 55427, United States. This role involves managing multiple high-level tax engagements, formulating and delivering innovative tax planning, and providing client service. You will be identifying and capitalizing on business opportunities, working with staff to ensure tax returns are completed correctly, and performing research on tax topics. <br><br>Responsibilities:<br><br>• Manage multiple high level tax engagements ensuring effective execution and delivery<br>• Develop and implement innovative tax planning strategies<br>• Provide exceptional client service and foster business opportunities within our current client base<br>• Work collaboratively with staff to ensure individual and business tax returns are completed correctly and timely<br>• Analyze tax situations from various perspectives to apply the maximum tax benefit<br>• Conduct research on various tax topics and draw conclusions<br>• Lead, develop and mentor team members to enhance their skills<br>• Work with high level clients and review tax returns for accuracy<br>• Participate in business development and community involvement activities<br>• Understand the mindset of a business owner with entrepreneurial spirit<br>• Deliver exceptional customer service to our clients<br>• Participate in coaching employees and career development<br>• Stay up-to-date on the ever-changing tax industry’s regulations and policies.
We are on the lookout for a Tax Manager - Public to join our team in Saint Paul, Minnesota, 55102, United States. This role will necessitate managing several client engagements at once, maintaining relationships with executives across multiple family offices, and providing guidance and mentorship to team members. A key aspect of this role will be the application of tax code to unique situations, as well as the preparation and review of various tax returns.<br><br>Responsibilities: <br><br>• Manage multiple client engagements simultaneously, ensuring the overall success of each project<br>• Foster and maintain relationships with executives across various family offices<br>• Prepare and review Trust Tax Returns and Estate Tax Returns<br>• Utilize strong trust accounting skills to maintain accuracy and efficiency<br>• Directly manage, develop, train, and mentor team members on projects and assess performance for engagements<br>• Supervise and review team members' work for accuracy and compliance with professional standards<br>• Review individual returns that include multiple complex partnership K-1s, stock options, and multi-state K-1s<br>• Review Real Estate partnerships and apply tax code to unique circumstances<br>• Read, understand, and apply directions contained in trust documents prepared by others<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Participate in firm-wide initiatives including recruitment<br>• Work with partners on proposals and business development.
<p>We are looking for a skilled and motivated accounts receivable specialist to join our team in Mendota Heights, Minnesota. As a key part of our customer service operations, you will be responsible for managing client accounts, resolving payment issues, and ensuring compliance with relevant policies and regulations. This is a long-term contract position offering the opportunity to build lasting relationships with customers while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Communicate effectively with customers to address overdue accounts, negotiate payment arrangements, and resolve disputes.</p><p>• Maintain accurate and detailed records of customer interactions and account statuses.</p><p>• Ensure all collection activities comply with federal, state, and company regulations.</p><p>• Utilize computer applications, including Microsoft Word and other relevant software, to manage and document account information.</p><p>• Work independently to prioritize tasks and manage time efficiently to meet collection goals.</p><p>• Stay updated on company policies and procedures related to collections to provide accurate information to customers.</p><p>• Collaborate with internal teams to address complex payment issues and enhance customer satisfaction.</p><p>• Review account details to identify discrepancies and take appropriate action to resolve them.</p><p>• Process payments and ensure proper documentation of transactions.</p><p>• Provide insights and recommendations to improve collection processes and customer service practices.</p>
<p>Robert Half is looking for an experienced and dedicated Relationship Manager to join a top-ranked Registered Investment Advisory firm. The ideal candidate will have an exceptional understanding of financial planning, investment strategy, and confidence in conveying client objectives to the team. This role offers an attractive salary of up to $95K annually, plus bonuses and benefits.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Establish and maintain strong, trusting relationships with high net worth and corporate clients.</li><li>Understand, articulate, and work towards client goals and objectives.</li><li>Collaborate with the team to design effective financial and investment options to meet client goals.</li><li>Maintain high levels of confidentiality and sensitivity in managing client information.</li></ul><p><br></p>
