<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>We are looking for a skilled 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>
We are looking for a highly skilled Business Analyst to join our team in Melville, New York. This role will be pivotal in managing enterprise systems, driving process improvements, and ensuring seamless integration across business applications. The ideal candidate will excel at bridging technical solutions with business needs, fostering collaboration among diverse teams, and delivering impactful results.<br><br>Responsibilities:<br>• Oversee the architecture, configuration, and data flow of enterprise platforms, ensuring optimal system performance and reliability.<br>• Lead integration efforts between business applications to facilitate efficient and accurate data exchange.<br>• Manage upgrades and enhancements for systems to maintain stability and modern functionality.<br>• Identify and implement process improvements to enhance operational efficiency and reduce manual tasks.<br>• Develop and automate workflows to streamline operations across engineering, production, and administrative teams.<br>• Act as a liaison between internal teams, external consultants, and software providers to translate business needs into actionable solutions.<br>• Drive the execution of system rollouts, upgrades, and improvement projects, ensuring timely and budget-conscious delivery.<br>• Design dashboards, reports, and analytical tools to support decision-making and improve operational visibility.<br>• Maintain and organize SharePoint sites, including permissions and document management.<br>• Deliver training sessions, create documentation, and provide user support to ensure effective system usage and adherence to policies.
<p>We are looking for a skilled Help Desk/Desktop Support Analyst to join our team in Cleveland, OH. In this contract to hire position, you will play a key role in supporting IT systems, resolving technical issues, and ensuring smooth operations across a multi-site organization. This role is ideal for someone with strong attention to detail, excellent problem-solving skills, and the ability to work effectively both independently and within a team environment. </p><p> Responsibilities: • Install and configure PC hardware and software to meet organizational needs. • Handle onboarding and offboarding tasks for end users, ensuring smooth transitions. • Diagnose and troubleshoot network and hardware issues to maintain system functionality. • Perform routine server maintenance and upgrades to optimize performance. • Participate in IT projects, contributing to planning and execution activities. • Execute technical tasks as directed by the information systems team. • Update and maintain user guides and technical documentation to ensure accuracy. • Support IT shared services across the organization to enhance efficiency. • Utilize help desk systems to track and resolve service tickets promptly. • Ensure compliance with safety protocols while working in manufacturing environments.</p>
We are looking for a Funding Analyst to join our team in Stamford, Connecticut. In this role, you will evaluate the financial health of companies seeking funding and help structure deals to meet their needs. This is a long-term contract position that offers the opportunity to work in a collaborative and dynamic environment.<br><br>Responsibilities:<br>• Conduct detailed assessments of client creditworthiness to support funding decisions.<br>• Analyze financial data and company performance to evaluate potential investment opportunities.<br>• Collaborate with team members to structure funding deals that align with company objectives.<br>• Prepare and deliver financial reports, including ad hoc analyses, to support decision-making processes.<br>• Manage and update customer relationship management (CRM) systems to track client interactions and deal progress.<br>• Perform in-depth credit analyses to determine eligibility and risk levels for funding.<br>• Assist in the development of strategies for improving financial outcomes and deal structures.<br>• Participate in meetings with stakeholders to discuss findings and recommendations.<br>• Ensure compliance with internal standards and external regulations during the analysis and deal structuring process.
<p>Are you ready to take your accounting career to the next level with a fast-growing and collaborative finance team? We’re working with a standout company in White Plains on a permanent Bookkeeping opportunity and this is a team that truly values growth, innovation, and work-life balance.</p><p><br></p><p>Why You’ll Want This Role:</p><p><br></p><p>Flexible Hybrid Schedule: 3 days in the office, 2 days work from home</p><p>Robust Benefits: Medical/Dental/Vision coverage, 401k with a 3% match after 1 year (immediate contributions allowed)</p><p>Paid Time Off: Enjoy 12 major holidays plus a competitive PTO structure</p><p>Collaborative Team: Join a group passionate about excellence, teamwork, and personal development</p><p><br></p><p>Who You Are for the Role:</p><p>Motivated to build your finance and accounting career in a dynamic, fast-paced environment</p><p>Tech-savvy with large ERP software experience; NetSuite a plus, but not required</p><p>Comfortable working with multiple internal and external stakeholders</p><p>Adaptable, detail-oriented, and dedicated to continuous learning and process improvement</p>
<p><strong>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>