<p>55,000 - 65,000</p><p><br></p><p>Benefits</p><ul><li>paid time off</li><li>health insurance</li><li>401k</li></ul><p>A local company in Monmouth county is seeking a Credit Analyst to join their team The Credit Analyst will be working in the Credit Risk Management department and will be responsible for the analysis of financial statements, credit reports and other reports to assess risk. The company is looking to start asap and offers an excellent benefits and compensation package.</p>
<p>Are you looking for an opportunity to grow and thrive within a financial role? Robert Half has partnered with one of their reputable clients on their search for a A/R & Collections Manager with strong understanding of financial statements and the ability to assess credit risk. As the A/R & Collections Manager you will oversee credit policies and collections processes, create and develop credit and collection programs that ensure accurate and timely collection on all outstanding client invoices while also creating avenues for cash flow, review customer contracts, maintain internal budget targets, and oversee the accounts receivable department. In this role, the candidate must possess strong communication skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and outstanding leadership capabilities. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Generate and analyze A/R metrics and collection performance reports </p><p>· Monitor aging reports and proactively follow up on past due accounts</p><p>· Establish credit limits and review customer creditworthiness</p><p>· Develop and implement effective collection strategies to improve working capital</p><p>· Resolve complex billing and collection issues</p><p>· Work closely with the accounting team during month-end close</p><p>· Provide coaching, training and performance feedback to collections staff</p>
We are looking for a detail-oriented Credit Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing accounts receivable, ensuring timely collection of past-due balances, and maintaining accurate financial records. The ideal candidate will possess strong analytical skills and the ability to collaborate effectively with cross-functional teams.<br><br>Responsibilities:<br>• Communicate with customers to secure payments for outstanding accounts receivable.<br>• Collaborate with sales, customer service, and distribution teams to facilitate timely customer shipments.<br>• Review and monitor credit holds and daily accounts receivable reports.<br>• Access banking portals to download and reconcile receipts, ensuring accurate daily financial totals.<br>• Retrieve remittance details and chargeback information from customer portals for accurate account application.<br>• Process approved payment deductions promptly and redirect disputes to appropriate departments.<br>• Support accounts receivable analysis and provide commentary for external auditors and banking representatives.<br>• Regularly review account aging reports and prepare customer-specific updates for management.<br>• Document collection activities for overdue accounts and escalate unresolved cases to management or external agencies.<br>• Investigate and resolve account discrepancies while maintaining appropriate credit holds for assigned accounts.
We are looking for a detail-oriented AML/KYC Analyst to join our team in Newark, Delaware. This Contract to permanent position offers an exciting opportunity to contribute to the financial services industry by conducting thorough due diligence and compliance reviews. The ideal candidate will ensure adherence to credit policies and regulatory requirements while maintaining the integrity of the "Know Your Client" program.<br><br>Responsibilities:<br>• Conduct in-depth Enhanced Due Diligence (EDD) investigations for commercial loan borrowers, ensuring compliance with credit policies and regulatory standards.<br>• Perform thorough reviews of new and existing client relationships, ensuring accuracy and completeness of Know Your Client (KYC) documentation.<br>• Review and assess potential negative news alerts for new clients and during periodic client reviews, escalating findings when necessary.<br>• Evaluate prospect client profiles prior to onboarding, providing well-supported recommendations to relevant stakeholders.<br>• Utilize internal banking systems and external research tools to gather, analyze, and document investigation findings.<br>• Collaborate with team members and other departments to resolve discrepancies and gather additional information if required.<br>• Provide timely and well-supported decisions during investigations, ensuring compliance with the Patriot Act and other applicable regulations.<br>• Maintain up-to-date knowledge of industry standards and complete required training programs.<br>• Support quality assurance efforts to uphold the integrity of the KYC program.<br>• Perform additional duties as assigned to support the team and organizational goals.
<p>Our client is seeking an experienced Credit & Collections Specialist to join their growing team. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage a portfolio of approximately 200 customer accounts.</li><li>Make an average of 30 collection calls per day to ensure timely payment and resolve outstanding balances.</li><li>Perform credit analysis, including running Credit and D& B reports.</li><li>Process cash applications accurately and efficiently.</li><li>Partner with internal departments to resolve billing or payment discrepancies.</li><li>Maintain detailed documentation of all collection activities and account updates.</li></ul><p><br></p><p><br></p>
<p>We are looking for a dedicated Credit Analyst to join our team in Easton, Pennsylvania. This position is within the manufacturing industry, offering a great opportunity to contribute to financial operations and ensure the accuracy of accounts receivable processes. The ideal candidate will have a keen eye for detail, strong communication skills, and a solid understanding of credit analysis and deduction resolution.</p><p><br></p><p>Responsibilities:</p><p>• Manage the Accounts Receivable Prepayment process efficiently and accurately.</p><p>• Coordinate with customers, logistics, and sales teams to handle all correspondence related to prepayment requests.</p><p>• Lead weekly meetings with credit and sales teams to review and address open or overdue prepayment orders.</p><p>• Investigate and resolve chargeback deductions for assigned customers in a timely manner.</p><p>• Assist with audits and fulfill other financial data requests as required.</p><p>• Monitor and maintain accurate trial balances to support financial reporting.</p><p>• Develop and update price lists to ensure accurate credit evaluations.</p><p>• Collaborate on corporate credit policy updates and ensure adherence to company standards.</p>
<p>Salary: $100,000 - $130,000 + Bonus</p><p>Location: Hybrid- Wilmington, DE</p><p>Preferred Industries: Manufacturing or similar</p><p>Key experience: Experience with Kyriba or similar Treasury Workstations</p><p><br></p><p>**Senior Treasury Analyst / Cash Manager**</p><p><br></p><p>**About the Role**</p><p>We are seeking an experienced Senior Treasury Analyst (Cash Manager) to join a growing Corporate Treasury team. This role is critical in managing liquidity, investments, and risk management activities, ensuring the organization has the necessary cash flow for operations and strategic initiatives while optimizing treasury processes and controls. The position also collaborates globally, coordinates with banking partners, and leads treasury-related projects.</p><p><br></p><p>This role offers flexible work arrangements: on-site, hybrid (preferred), or fully remote within most U.S. locations.</p><p><br></p><p>**Responsibilities**</p><p><br></p><p>* Manage daily cash positioning and forecasting across multiple regions and subsidiaries</p><p>* Oversee bank fees and ensure accurate pricing</p><p>* Maintain and optimize Treasury Workstation and bank portals</p><p>* Perform cash flow forecasting and variance analysis to support borrowing and investment decisions</p><p>* Consult on U.S. cash management processes and support cross-functional relationships (A/P, A/R, Payroll)</p><p>* Prepare Treasury and Management reporting; provide backup support for other Treasury processes</p><p>* Support KYC, AML, audit, regulatory, and credit requirements</p><p><br></p><p>**Required Qualifications**</p><p><br></p><p>* Bachelor’s degree</p><p>* Minimum 3 years of progressive Corporate Treasury experience</p><p>* Prior experience with cash management and short-term investing</p><p>* Hands-on experience with Treasury Workstations</p><p>* Background in a large-scale (\$2B+ revenue) corporate environment, preferably global and within manufacturing or a related industry</p><p>* Experience managing subsidiary liquidity and bank account administration (opening/closing accounts, maintaining access, and signatories)</p><p>* Strong analytical skills, attention to detail, advanced Excel/financial modeling, and project management abilities</p><p>* Ability to lead and support treasury initiatives and projects</p><p>* Willingness to travel up to 10%</p><p><br></p><p>**Desired Qualifications**</p><p><br></p><p>* MBA preferred</p><p>* CTP/CCM certification</p><p>* Experience with Kyriba or similar Treasury Workstations</p>
<p>The Collections Supervisor will be responsible for assisting with overseeing the daily operations of the collections team and timely collection of outstanding accounts receivables. As the Collections Supervisor you will maintain customer accounts, monitor credit operations, generate regular reports on collections status, audit aging reports, train new employees and provide ongoing training as needed, maintain strong communication with sales, customer service and billing departments, resolve customer inquiries and ensure compliance with federal and state laws related to debt collection. In this role, the candidate must possess strong leadership skills, have a strong background in credit analysis, risk assessment, excellent analytical skills, and the ability to manage multiple priorities and meet deadlines. </p><p><br></p><p>Primary Responsibilities</p><p>· Oversee daily credit and collection activities</p><p>· Create departmental collection goals</p><p>· Direct collection efforts on delinquent accounts</p><p>· Verify customer payments</p><p>· Resolve complex or escalated collection issues</p><p>· Negotiate payment terms and payment schedules</p><p>· Develop and implement collection procedures and policies to improve efficiency</p><p>· Recommend and implement process improvement to enhance collection effectiveness</p>
<p>We are looking for a skilled AML Investigator to join a team in Wilmington, Delaware, on a long-term contract basis. In this role, you will play a critical part in monitoring financial transactions and ensuring compliance with anti-money laundering regulations. This position is ideal for professionals experienced in financial investigations and regulatory compliance, particularly within banking environments.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth investigations of escalated alerts, unusual activity reports, and enhanced due diligence cases to identify suspicious financial activities.</p><p>• Utilize advanced analytical tools and systems to assess customer account transactions and make informed decisions.</p><p>• Ensure compliance with internal policies and procedures, as well as regulatory requirements related to anti-money laundering and terrorist financing.</p><p>• Prepare and submit comprehensive suspicious activity reports (SARs) in accordance with filing requirements.</p><p>• Manage complex cases involving high-risk transactions, international wires, and structured cash schemes.</p><p>• Compile and organize evidence and documentation to meet regulatory standards and support investigative conclusions.</p><p>• Stay updated on trends in money laundering and terrorist financing, including regulatory changes and industry best practices.</p><p>• Collaborate with management to escalate non-compliance issues and recommend resolutions.</p><p>• Build awareness of broader risks affecting the organization across various lines of business.</p><p>• Support organizational goals and values by aligning investigations with strategic objectives.</p>
We are looking for a meticulous Deductions Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing client deductions, analyzing trends, and ensuring accurate resolution of claims. This position is ideal for someone with a strong background in accounts receivable and a keen problem-solving mindset.<br><br>Responsibilities:<br>• Investigate and resolve client deductions, including promotional discounts, pricing discrepancies, shipping claims, rebates, freight charges, and product returns.<br>• Analyze trends in incoming deductions and propose actionable solutions to address recurring issues.<br>• Collaborate with internal teams to research and validate the legitimacy of client claims.<br>• Prioritize tasks efficiently to handle multiple responsibilities and make informed decisions.<br>• Work independently to ensure accurate and timely processing of deductions.<br>• Maintain clear and effective communication with clients and internal stakeholders.<br>• Utilize relevant systems to track and process deductions effectively.<br>• Perform additional duties and projects as assigned to support the accounts receivable department.
<p>Our client, a prominent financial advisory firm located in Center City, Philadelphia, is seeking a <strong>Financial Planning Analyst</strong> to join their dynamic team. In this role, you will collaborate with Senior Analysts and Advisors to meet the wealth management and financial planning needs of the firm’s clients. This position focuses on providing essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive financial planning services.</p><p>The <strong>Financial Planning Analyst</strong> will also have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Compile monthly and quarterly performance reports on client portfolios.</li><li>Track and update client asset allocations.</li><li>Research and conduct due diligence on mutual funds, ETFs, separate account managers, and hedge funds.</li><li>Prepare materials and coordinate efforts for client meetings.</li><li>Assist in compiling quarterly tax projections.</li><li>Support preparation or review of select client income tax returns (e.g., Forms 1040).</li></ul><p>Operational Functions:</p><ul><li>Execute money movement processes (wires and journal entries).</li><li>Create and maintain client accounts.</li><li>Handle ad hoc project management tasks.</li><li>Provide portfolio performance updates.</li><li>Ensure accurate CRM database management.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Robert Half is seeking <strong>recent college graduates</strong> with a strong foundation in <strong>finance, accounting, or economics</strong> for an exciting opportunity with a leading global financial firm. This role is ideal for detail-oriented individuals eager to start their careers in financial data analysis and gain exposure to large-scale financial reporting operations.</p><p><br></p><p>As a <strong>Financial Data Analyst</strong>, you will support key data integrity and reporting initiatives for the client’s financial research and analytics platforms. This position plays a critical role in ensuring the accuracy and consistency of financial information used by analysts and market professionals worldwide.</p><p><br></p><p>This is a <strong>hands-on, data-driven role</strong> that requires excellent attention to detail, solid Excel skills, and the ability to manage repetitive yet essential data validation tasks with accuracy and consistency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Validate, update, and maintain large sets of financial data with a high degree of accuracy.</li><li>Conduct quality control checks and assist in resolving discrepancies.</li><li>Use Excel (lookups, pivot tables) to support data management and reporting.</li><li>Work efficiently through repetitive tasks while maintaining strong productivity standards.</li><li>Collaborate with team members and project leaders across various time zones.</li></ul><p><br></p><p><br></p>
<p>Robert Half is seeking a <strong>Financial Data Analyst </strong>to join a long-term project with a leading global financial technology organization. This role will focus on supporting a large-scale data initiative involving the review, interpretation, and categorization of financial communications and transactions to improve machine learning and AI-driven systems.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Analyze and annotate financial communication data to identify intent and context.</li><li>Support the development of AI models by providing high-quality, structured data inputs for training and testing.</li><li>Extract and interpret data to identify patterns, anomalies, and key performance indicators.</li><li>Develop and maintain dashboards and reports in Excel using pivot tables, VLOOKUPs, and related functions.</li><li>Collaborate with data science and engineering teams to refine tagging guidelines and improve overall model accuracy.</li></ul><p><br></p>
<p>Our client seeks a Senior Financial Analyst with 3+ years experience. This position will be hybrid after onboarding.</p><p>Key Responsibilities:</p><p>▪️ Coordinate and manage the development of annual budgets for multiple locations, including gathering data, preparing analyses, and compiling supporting documentation.</p><p>▪️ Prepare detailed budget packages for management review, create rate increase documentation for submission, draft resident communication materials, and develop PowerPoint presentations for budget presentations.</p><p>▪️ Prepare complete budget packages for regulatory submissions.</p><p>▪️ Prepare budget schedules and financial narratives for inclusion in Board materials.</p><p>▪️ Prepare monthly, quarterly, and annual financial statements and reports as directed by senior leadership.</p><p>▪️ Develop analytics packages to provide key performance insights to Executive Directors and management.</p><p>▪️ Partner with the General Accounting team to ensure accuracy of general ledger data.</p><p>▪️ Review and present financial results to facility leadership each month.</p><p>▪️ Prepare quarterly cash flow analyses to support financial planning.</p><p>▪️ Conduct internal audits on resident billing, entrance fees, and pay rate shift differentials to ensure compliance and accuracy.</p>
<p><strong>Overview:</strong></p><p>The Senior Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p>The Financial Planning Associate will work closely with advisors to support clients' wealth management and financial planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial planning materials.</p><p><strong>Core Responsibilities:</strong></p><ul><li>Assist in preparing monthly and quarterly performance reports.</li><li>Monitor and update client investment asset allocations.</li><li>Conduct research and due diligence on investment options, including mutual funds, ETFs, and alternative investments.</li><li>Prepare meeting materials for advisors and clients.</li><li>Assist with quarterly tax projections and review/prepare select income tax returns (e.g., Form 1040).</li><li>Support estate planning strategies and wealth transfer plans for clients.</li><li>Manage financial transaction requests and client account movements (e.g., wires, trades).</li></ul><p><br></p><p><strong>Skills:</strong></p><ul><li>Detail-oriented and organized with the ability to manage priorities effectively.</li><li>Strong communicator, with experience writing client communications and interacting with clients.</li><li>Self-motivated team player who reliably follows through on responsibilities.</li></ul><p><br></p>
<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>Our growing client is looking to hire a full-time/permanent AP/AR Manager with proven NETSUITE experience. In this role, you will oversee the accounts receivable/payable departments ensuring all transactions are completed accurately and in a timely manner. This AP/AR Manager will manage the billing process and advise on process improvements, assist in the credit management process, forward customer invoices and statements, provide financial forecasts, negotiate payment schedules, refunds, and collections. AP/AR Manager must have great analytical skills, outstanding negotiation skills, experience with process improvement, and advanced Microsoft Excel knowledge.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage and oversee all AP/AR functions, including invoicing, collections, payments, credit memos, and reconciliations.</li><li>Supervise and develop a team of AP/AR specialists, ensuring accuracy and compliance with company policies and GAAP standards.</li><li>Monitor cash flow and work closely with Treasury to optimize payment and collection schedules.</li><li>Review and approve vendor invoices, employee expense reports, and payment runs.</li><li>Establish credit terms and evaluate customer creditworthiness; manage credit limits and mitigate collection risks.</li><li>Maintain accurate aging reports and drive collection efforts to reduce DSO (Days Sales Outstanding).</li><li>Collaborate with Operations and Sales teams to resolve billing or shipping discrepancies.</li><li>Ensure compliance with tax, freight, and regulatory requirements specific to the distribution industry.</li><li>Assist with month-end close activities, account reconciliations, and reporting.</li><li>Identify opportunities for process improvements and automation to increase efficiency.</li><li>Support audits and provide required documentation to internal and external stakeholders.</li></ul>
<p>Our client is seeking an experienced Credit & Collections Specialist to join their growing team.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage a portfolio of approximately 200 customer accounts.</li><li>Make an average of 30 collection calls per day to ensure timely payment and resolve outstanding balances.</li><li>Perform credit analysis, including running Credit and D& B reports.</li><li>Process cash applications accurately and efficiently.</li><li>Partner with internal departments to resolve billing or payment discrepancies.</li><li>Maintain detailed documentation of all collection activities and account updates.</li></ul><p><br></p>
<p>We have partnered with a successful client on their search for a Senior Treasury Analyst with strong knowledge of global cash management and foreign exchange transactions. In this role, the Senior Treasury Analyst will manage cash reporting/forecasting, maintain daily treasury activities, manage investment strategies, perform account consolidation, prepare financial scheduling, assist with global bank reconciliations, and monitor credit, cash flow, income and liquid assets. The ideal candidate for this role should have strong analytical abilities, stay abreast on industry trends and ensure the company is financially efficient.</p><p> </p><p>Primary Responsibilities</p><p>· Oversee daily cash flow forecasting</p><p>· Analyze and interpret financial data</p><p>· Create cash management strategies</p><p>· Monthly bank account analysis</p><p>· Provide guidance on investments and liabilities</p><p>· Oversee financial management system</p><p>· Perform SOX compliance</p><p>· Complete interest accrual calculations</p><p>· Assist with month close process</p><p>· Prepare treasury reports and statements</p>
<p>Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization.</p><p> </p><p>Major Responsibilities</p><p>· Analysis of financial and operations processes</p><p>· Prepare reporting packages</p><p>· Assist in closing process</p><p>· Identify potential financial risks</p><p>· ROI analysis</p><p>· Compliance Management</p><p>· Ad hoc projects</p><p>· Develop and maintain financial reports in internal database</p><p>· Annual Budgets/Monthly Forecast</p>
<p>We are looking for an experienced Audit Manager to join our team on a long-term contract basis. As an Audit Manager, the role requires expertise in regulatory compliance, Sarbanes-Oxley audits, and a deep understanding of the banking industry. The ideal Audit Manager candidate will excel at identifying risks, evaluating controls, and ensuring adherence to financial regulations while delivering meaningful insights to improve processes. Situated in the Greater Philadelphia Region, this position offers a dynamic opportunity to contribute to governance, risk management, and compliance strategies.</p><p><br></p><p>What you get to do every single day:</p><p>• Lead and oversee audits focused on regulatory compliance, Sarbanes-Oxley requirements, and internal control processes within the banking sector.</p><p>• Assess current processes to ensure alignment with regulatory frameworks such as Dodd-Frank, Basel accords, and Federal Reserve guidelines.</p><p>• Identify risks, control gaps, and deficiencies, and propose actionable recommendations to enhance processes and controls.</p><p>• Support Sarbanes-Oxley compliance efforts, including evaluating key controls, conducting walkthroughs, and performing testing and documentation.</p><p>• Prepare detailed audit reports that summarize findings, risks, and recommendations for stakeholders and senior management.</p><p>• Collaborate with departments such as Compliance, Finance, Legal, and IT to provide strategic advice on regulatory changes and their impact.</p><p>• Monitor regulatory developments to maintain audit readiness and compliance with new standards.</p><p>• Offer advisory support to improve governance, risk management, and compliance practices within the organization.</p><p>• Facilitate the resolution of identified issues to ensure timely remediation and compliance.</p><p>• Mentor and train staff on audit methodologies, regulatory requirements, and best practices in compliance.</p>
<p>Industry leading, manufacturer is looking to add a Senior Financial Analyst with proven expertise reconciling key metrics and utilizing ERP systems. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>Join our dynamic finance team as an FP& A Manager-Cost/Sales Analyst, where you will own varied responsibilities including FP& A, Sales Analysis, and Product Costing. As the FP& A Manager you will provide financial planning and analysis to support financial growth, provide insight to support strategic decision-making, partner with department heads to develop budgets and forecasts, prepare and analyze monthly, quarterly, and annual financial reports, generate financial reports for management, create financial summaries, and dashboards and reports to monitor key KPI’s, including financial due diligence and integration planning. This position offers the opportunity to combine analytical insight with operational impact-bridging finance, sales, and production to deliver meaningful cost structures and optimizing price strategies.</p><p><br></p><p>Major Responsibilities</p><p>· Lead the budgeting, forecasting, and financial planning processes, ensuring alignment with company goals and operational strategies.</p><p>· Analyze cost structures, margins, and sales trends to identify profit improvement opportunities.</p><p>· Develop and maintain financial models to support business planning, scenario analysis, and decision-making.</p><p>· Prepare and present monthly and quarterly financial reports highlighting key performance indicators (KPIs), variances, and business drivers.</p><p>· Provide detailed cost analysis and margin reporting by customer, region, or product line.</p><p>· Monitor inventory levels, standard costs, and variances; work with accounting to ensure accurate cost reporting.</p><p>· Support new product launches and business initiatives with financial impact analysis and ROI assessments.</p><p>· Drive continuous improvement in FP& A processes, tools, and reporting capabilities.</p><p>· Serve as a key financial advisor to senior leadership, helping guide data-informed strategic decisions.</p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
