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43 results for Directormanager Financial Reporting in New York, NY

Accounting Manager/Supervisor
  • White Plains, NY
  • onsite
  • Permanent / Full Time
  • 140000 - 150000 USD / Yearly
  • <p>We are looking for a Director of AP and AR to lead core payables, cash flow oversight, and team performance in White Plains, New York. This role is responsible for strengthening financial operations through accurate payments, thoughtful forecasting, and consistent vendor support. The ideal candidate brings strong accounting leadership, sound judgment, and the ability to turn reporting insights into practical process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Lead the timely and accurate processing of supplier invoices while ensuring vendor questions are handled promptly and professionally.</p><p>• Manage reconciliations, payment activity, and issue resolution for distributor accounts to maintain strong financial relationships.</p><p>• Monitor cash activity, payment patterns, and account variances to highlight risks and opportunities affecting liquidity and service levels.</p><p>• Oversee payment forecasting and planning processes, setting team priorities, controls, and measurable objectives that support a healthy cash position.</p><p>• Supervise and develop a team of three employees through hiring, onboarding, coaching, performance reviews, and corrective action when needed.</p><p>• Provide hands-on support for complex accounting issues, system-related questions, and day-to-day troubleshooting across the department.</p><p>• Review team output regularly to verify accuracy, reinforce standards, and improve operational efficiency.</p><p>• Prepare and analyze departmental reports and key performance indicators, sharing clear updates and recommendations with staff and senior leadership.</p><p>• Maintain vendor records, customer credit reviews, internal loan tracking, and interest-related activities in alignment with accounting policies.</p><p>• Escalate significant concerns involving supplier payments, receivables aging, cash flow, borrowing needs, and invoice coding compliance to executive leadership.</p>
  • 2026-07-24T00:00:00Z
Accounting Manager/Supervisor
  • New York, NY
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • We are looking for an experienced accounting leader to oversee financial operations for a hospitality organization based in New York, New York. This permanent, on-site role blends hands-on accounting ownership with business analysis, supporting accurate reporting, operational decision-making, and financial discipline across the organization. The ideal candidate brings strong hospitality or restaurant finance experience, sound judgment, and the ability to partner effectively with both internal teams and external stakeholders.<br><br>Responsibilities:<br>• Oversee daily cash management activities and maintain strong controls around receipts, deposits, and related accounting processes.<br>• Prepare and review reconciliations for key balance sheet accounts, investigating discrepancies and ensuring timely resolution of outstanding items.<br>• Monitor monthly profit and loss results and balance sheet activity, providing analysis that supports both internal leadership and external reporting needs.<br>• Lead budgeting and forecasting efforts by evaluating trends, highlighting financial risks, and identifying opportunities for improved performance.<br>• Review general ledger activity for accuracy and completeness while supporting an efficient month-end and year-end close process.<br>• Produce recurring financial reporting on a monthly, quarterly, and annual basis, including audit support, close documentation, and distribution of finalized reports.<br>• Maintain oversight of inventory accounting and cost control practices to help safeguard assets and improve operational efficiency.<br>• Support payroll and selected human resources administrative processes in coordination with business and operational partners.<br>• Collaborate with cross-functional teams and partner stakeholders to improve reporting, strengthen operational alignment, and support overall business performance.<br>• Develop dashboards, presentations, and review materials, while contributing market and pricing analysis to quarterly and annual business reviews.
  • 2026-08-03T00:00:00Z
Accounting Manager/Supervisor
  • Hauppauge, NY
  • onsite
  • Permanent / Full Time
  • 100000 - 150000 USD / Yearly
  • <p><strong>Accounting Manager - HYBRID OPPORTUNITY </strong></p><p><strong>Anna Parson at Robert Half is seeking a strong Accounting Manager </strong>for a growing organization to oversee financial reporting, support the close process, and drive accounting excellence across the organization. This is an excellent opportunity for a hands-on accounting professional who enjoys both financial accounting and process improvement.</p><p><strong>As the Accounting Manager, you will: </strong></p><ul><li>Lead month-end, quarter-end, and year-end close activities, including review of journal entries, accruals, reconciliations, and supporting schedules.</li><li>Oversee key accounting areas such as revenue recognition, leases, debt, and balance sheet reporting while ensuring compliance with GAAP and internal controls.</li><li>Prepare financial analyses, management reporting, and variance explanations to support business decision-making.</li><li>Partner with internal teams, support audit requirements, and identify opportunities to enhance processes, reporting efficiency, and accounting operations.</li><li>Assist with special projects and other strategic accounting initiatives as needed.</li></ul><p>Accounting Manager opportunity offers a sharp team, hybrid schedule, excellent benefits and growth potential.</p><p><strong>Contact Anna Parson at Robert Half for immediate and confidential consideration!</strong></p>
  • 2026-08-03T00:00:00Z
Controller / Accounting Manager
  • Elizabeth, NJ
  • onsite
  • Permanent / Full Time
  • 140000 - 150000 USD / Yearly
  • <p>This role will oversee core accounting operations and financial reporting for the business. The successful candidate will have 7+ years of progressive general accounting experience within a manufacturing environment, with a strong command of inventory accounting. This is not a purely supervisory position—this role requires direct involvement in transactional and operational accounting.</p><p>Key Responsibilities</p><ul><li>Manage and execute the monthly, quarterly, and annual close process</li><li>Prepare and review internal financial statements and supporting schedules</li><li>Oversee inventory accounting, including costing, reserves, and reconciliations</li><li>Handle or closely supervise accounts payable and accounts receivable</li><li>Perform general ledger accounting, journal entries, account reconciliations, and variance analysis</li><li>Maintain and improve accounting controls, processes, and documentation</li><li>Support external auditors and year‑end reporting requirements</li><li>Partner with operations and management to support financial decision‑making</li></ul><p><br></p>
  • 2026-07-17T00:00:00Z
Financial Planning & Analysis Accountant
  • Stamford, CT
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><strong>Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion)</strong>. If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).</p><p>Straight out of the Big 4, great! The company will teach profitability analysis and you&#39;ll bring the balance sheet &amp; Pnl statement analysis with you.</p><p><br></p><p>This team does some corporate accounting, builds reporting, using Power BI and other tools for creating analytics around the firms budgets, expenses, revenue and profitability. </p><p><br></p>
  • 2026-07-30T00:00:00Z
Audit Manager
  • New Brunswick, NJ
  • onsite
  • Permanent / Full Time
  • 165000 - 175000 USD / Yearly
  • <p>Benefits Highlights</p><ul><li>hybrid</li><li>PTO</li><li>Comprehensive medical, dental, and vision insurance.</li><li>401</li><li>Summer Fridays</li></ul><p>Responsibilities</p><ul><li>Manage and oversee audit, review, and other assurance engagements from planning through completion.</li><li>Supervise, coach, and develop audit staff and seniors.</li><li>Maintain strong client relationships and serve as a trusted advisor.</li><li>Identify and communicate accounting, auditing, and internal control issues to clients and engagement teams.</li><li>Coordinate engagement timelines, budgets, and staffing requirements.</li><li>Research and resolve complex accounting and auditing matters.</li><li>Participate in business development initiatives and client service opportunities.</li><li>Ensure engagements are completed efficiently while maintaining the highest quality standards.</li></ul><p><br></p>
  • 2026-07-16T00:00:00Z
Finance Manager-Accountant & Treasury
  • Greenwich, CT
  • onsite
  • Permanent / Full Time
  • 135000 - 150000 USD / Yearly
  • <p><strong><u>Finance Manager-Accountant &amp; Treasury</u></strong>: Be part of an <strong><em>exciting growth</em></strong> journey with a fast-rising <strong><em>global company </em></strong>with more than 2,000 employees across 10 offices worldwide, as it continues to invest in and expand its North American headquarters in Greenwich. This is a standout opportunity to accelerate your career, gain broad exposure, and build a more dynamic skill set than you’d typically find in a traditional role. For immediate consideration send resumes to Jennifer.Beilin@Roberthalf (dotcom)</p><p> </p><p><strong>Role Overview: </strong></p><p>This role will support the company’s senior leadership with a wide range of accounting, treasury, cash flow forecasting, reporting, and finance projects while partnering closely with both leadership, global colleagues and external advisors.</p><p><br></p><p><strong>The Impact you&#39;ll Make: </strong></p><ul><li>Oversee day-to-day accounting activities and maintain accurate, timely financial records.</li><li>Track cash balances and support short-term cash planning and treasury operations.</li><li>Prepare and manage a rolling 13-week cash forecast, enhancing accuracy and process ownership.</li><li>Coordinate payments and treasury administration while maintaining proper controls and documentation.</li><li>Develop financial reports, dashboards, and presentations for leadership review and planning.</li><li>Analyze financial and operational data to identify trends, explain results, and support decisions.</li><li>Collaborate with internal stakeholders and external partners on accounting, reporting, and cash management.</li><li>Support special projects and process improvements to enhance finance operations and reporting.</li></ul><p><br></p><p><strong>The Attributes you&#39;ll Bring: </strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or related field</li><li>5+ years of relevant experience, ideally starting career within public accounting</li><li>CPA highly preferred</li><li>Strong working knowledge of accounting fundamentals, reconciliations, and financial reporting practices.</li><li>Advanced Excel capabilities, including the use of formulas, pivot tables, and cash tracking models.</li><li>Fluency in multiple languages is highly beneficial</li></ul>
  • 2026-07-30T00:00:00Z
Director of Revenue Cycle Management
  • Red Bank, NJ
  • onsite
  • Permanent / Full Time
  • 110000 - 160000 USD / Yearly
  • <p>We are looking for an experienced Director of Revenue Cycle Management to lead billing and collections operations for a specialty outpatient environment in Monmouth County, New Jersey. This position will guide revenue cycle performance by strengthening claim accuracy, improving reimbursement outcomes, and maintaining compliance with payer and regulatory standards. The role also partners with leadership to evaluate financial trends, refine workflows, and support a high-performing revenue cycle team.</p><p><br></p><p>Responsibilities:</p><p>• Direct end-to-end revenue cycle activities, including charge capture, claim submission, payment application, accounts receivable follow-up, and appeal resolution.</p><p>• Lead billing team operations by supervising staff, setting expectations, coaching performance, and promoting consistent execution across daily workflows.</p><p>• Oversee coding accuracy by ensuring proper use of CPT, ICD-10, and specialty-related modifiers to support compliant and timely reimbursement.</p><p>• Track payer policy changes, filing requirements, and reimbursement updates to reduce denials and maintain operational compliance.</p><p>• Review accounts receivable aging, denial patterns, collections results, and productivity metrics to identify issues and improve financial performance.</p><p>• Develop and maintain billing procedures, documentation standards, and quality controls that support efficient and standardized department operations.</p><p>• Manage revenue cycle activity within eClinicalWorks, including system optimization, issue resolution, and configuration support for billing processes.</p><p>• Conduct audits and monitor billing quality to safeguard patient information, uphold regulatory requirements, and minimize revenue leakage.</p><p>• Present performance insights and recommendations to leadership, using data trends to drive process enhancements and stronger reimbursement outcomes.</p>
  • 2026-07-29T00:00:00Z
Accounts Payable Supervisor/Manager
  • Paramus, NJ
  • onsite
  • Permanent / Full Time
  • 75000 - 95000 USD / Yearly
  • <p>Benefits:</p><ul><li>Competitive compensation package</li><li>Comprehensive benefits</li><li>Stable and growing organization</li><li>Family-oriented culture</li><li>Long-term career advancement opportunities</li><li>High-impact role supporting major construction and development projects</li></ul><p>A rapidly growing, construction in Paramus, NJ is seeking an experienced <strong>Accounts Payable Manager</strong> to join its team. This highly visible position will oversee the full accounts payable function while ensuring subcontractor compliance requirements are met across multiple construction projects. The ideal candidate will have <strong>5+ years of construction industry accounts payable experience</strong> and a strong understanding of subcontractor documentation, lien waivers, insurance tracking, certified payroll requirements, and job cost accounting. This is an excellent opportunity for a detail-oriented candidate who thrives in a fast-paced project environment and enjoys building processes, improving controls, and contributing to a growing organization.</p><p><br></p><p><strong>Responsibilities</strong></p><p><strong>Accounts Payable Management</strong></p><ul><li>Manage the full accounts payable cycle, including invoice receipt, coding, approvals, and payment processing.</li><li>Review and process vendor and subcontractor invoices for accuracy, completeness, and compliance with contract terms.</li><li>Verify proper project and cost code allocation within the accounting system.</li><li>Coordinate weekly and monthly payment processing.</li><li>Maintain organized payment records and supporting documentation.</li><li>Set up and maintain vendor files, including W-9s, insurance certificates, and vendor agreements.</li><li>Reconcile vendor statements and resolve invoice discrepancies.</li><li>Work closely with project managers and purchasing personnel to ensure timely invoice approvals.</li></ul><p><strong>Subcontractor Compliance Administration</strong></p><ul><li>Maintain subcontractor compliance files for all active projects.</li><li>Review and monitor insurance certificates, subcontract agreements, licenses, bonding information, and other required documentation.</li><li>Track and obtain lien waivers, certified payroll reports, and prevailing wage compliance documentation where applicable.</li><li>Ensure all compliance requirements are satisfied before payment is released.</li><li>Monitor document expiration dates and proactively follow up on renewals.</li><li>Assist with audits and documentation requests from public agencies, owners, lenders, and external auditors.</li><li>Maintain accurate electronic and physical records of all compliance documentation.</li></ul><p><strong>Project Support &amp; Financial Administration</strong></p><ul><li>Support accounting and project management teams with project financial documentation.</li><li>Assist with subcontractor payment applications and supporting backup.</li><li>Prepare reports related to accounts payable activities, subcontractor compliance status, and outstanding documentation.</li><li>Help improve internal controls and strengthen documentation procedures.</li><li>Ensure company policies and regulatory requirements are consistently followed.</li></ul>
  • 2026-07-09T00:00:00Z
Accounts Payable Supervisor/Manager
  • White Plains, NY
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • We are looking for an experienced Accounts Payable Supervisor/Manager to lead a high-performing payables function in White Plains, New York. This role is responsible for ensuring accurate invoice handling, timely disbursements, and reliable month-end support while maintaining strong financial controls and policy compliance. The ideal candidate brings leadership capability, sound accounting judgment, and a process-improvement mindset to strengthen vendor management and reporting.<br><br>Responsibilities:<br>• Lead daily accounts payable operations, overseeing invoice review, payment processing, and closing activities to support accurate and timely financial results.<br>• Direct, coach, and evaluate the accounts payable team, setting clear expectations and supporting ongoing development and accountability.<br>• Manage vendor master data, including onboarding new suppliers, updating records, and resolving discrepancies to maintain accurate payment information.<br>• Verify that payables transactions are recorded correctly and in alignment with accounting standards, company policies, and internal control requirements.<br>• Review and authorize payment activity such as batch payments, check runs, wire transfers, and ACH transactions in accordance with approval guidelines.<br>• Partner with Procurement, Finance, and Accounting teams to investigate invoice issues, address exceptions, and improve cross-functional workflows.<br>• Establish and refine accounts payable procedures to increase efficiency, strengthen accuracy, and support scalable operations.<br>• Conduct periodic reviews of payables processes and documentation to reduce risk and preserve the integrity of financial records.<br>• Prepare management reporting on vendor balances, payment timing, and cash requirements to support decision-making and planning.<br>• Monitor developments in accounts payable practices and automation tools, recommending enhancements that improve performance and control.
  • 2026-07-28T00:00:00Z
IT Audit Manager
  • New York, NY
  • onsite
  • Temporary / Contract
  • 95 - 100 USD / Hourly
  • We are looking for an experienced IT Audit Manager to lead technology-focused audit work supporting Global Markets activities in New York, New York. This Contract position is suited for a detail-oriented individual who can evaluate application controls, IT general controls, and data integrity across complex trading environments while providing clear, risk-based audit perspectives. The role requires strong judgment, deep knowledge of investment banking technology, and the ability to work with senior stakeholders across regional and global initiatives.<br><br>Responsibilities:<br>• Lead end-to-end IT audit engagements focused on applications and trading platforms used across Global Markets within an investment banking environment.<br>• Assess the design and effectiveness of automated controls, application controls, and IT general controls to determine whether system-driven processing is complete, accurate, and timely.<br>• Review data integrity risks and control frameworks supporting trading activity, including areas tied to algorithmic trading and electronic execution.<br>• Define audit scope based on key technology and business risks, using strong knowledge of Equities, execution services, and Securitized Products environments.<br>• Manage large-scale audit assignments that involve multiple regions or cross-functional stakeholders, ensuring quality execution and clear reporting.<br>• Evaluate trading systems and related operational processes across asset classes such as Credit, FX, Rates, Securitized Products, and Equities.<br>• Identify control gaps, recommend practical improvements, and influence senior stakeholders to strengthen risk management and governance.<br>• Apply audit standards and best practices to produce well-supported conclusions and actionable findings for leadership review.
  • 2026-08-07T00:00:00Z
IT Audit Manager
  • New York, NY
  • onsite
  • Temporary / Contract
  • 80.75 - 93.5 USD / Hourly
  • <p>We are looking for an experienced IT Audit Manager to support audit activity within a financial services company in New York.</p><p>Does this sound like you?</p><ul><li>Transitional Services Agreement (TSA) experience</li><li>Assess TSA exit readiness and application migration controls</li><li>Evaluate TSA exit governance, risk management (i.e., data integrity and vendor management,</li><li>Proven experience auditing or managing TSA exit strategies and application migrations</li><li>Strong understanding of ITGCs and data migration risks </li></ul><p><br></p>
  • 2026-08-07T00:00:00Z
IT Manager/Director
  • Port Washington, NY
  • onsite
  • Permanent / Full Time
  • 150000 - 179000 USD / Yearly
  • We are looking for an experienced IT Manager/Director to lead enterprise applications, reporting capabilities, and data-focused technology operations in Port Washington, New York. This role will oversee critical business systems, strengthen data governance practices, and help teams adopt modern tools that improve efficiency and decision-making. The ideal candidate brings strong leadership experience, deep expertise in Microsoft Dynamics 365 and Power BI, and a practical understanding of how AI-enabled solutions can support business performance.<br><br>Responsibilities:<br>• Direct day-to-day operations for enterprise applications, including administration, configuration, integration oversight, data-related activities, and end-user enablement across core business platforms.<br>• Lead reporting and analytics support by guiding the creation, maintenance, and improvement of Power BI dashboards and operational reporting tools that align with established standards.<br>• Implement and uphold data governance practices within enterprise systems and analytics environments to promote accuracy, consistency, compliance, and reliable reporting outcomes.<br>• Identify data quality issues, control gaps, and compliance concerns, then recommend corrective actions and escalate risks when necessary.<br>• Advance the rollout and practical use of approved AI technologies, helping teams apply new tools in ways that support organizational goals and governance expectations.<br>• Manage, coach, and develop IT team members while fostering accountability, collaboration, and continuous improvement across the function.<br>• Translate IT priorities into operational plans with clear milestones, execution targets, and measurable outcomes for enterprise application initiatives.<br>• Monitor system performance, evaluate opportunities for improvement, and provide leadership with actionable recommendations to support prioritization and informed decision-making.<br>• Support financial oversight for enterprise applications through budget tracking, forecasting input, and cost optimization planning, while also assisting with vendor performance reviews, contract administration, and renewal preparation.
  • 2026-07-29T00:00:00Z
Financial Analyst
  • Westbury, NY
  • onsite
  • Permanent / Full Time
  • 85000 - 95000 USD / Yearly
  • We are looking for a Financial Analyst to support data-driven decision-making for a non-profit organization in Westbury, New York. This role focuses on evaluating rate performance, monitoring profitability, and translating financial data into clear business insights. The ideal candidate will be comfortable working across budgeting, variance review, and custom reporting while using analytical tools to identify trends and support operational planning.<br><br>Responsibilities:<br>• Evaluate DR-related rates and profitability trends to identify drivers of financial performance and recommend actionable improvements.<br>• Track utilization patterns connected to DR activity and translate findings into meaningful operational and financial insights.<br>• Support the annual budgeting process by preparing forecasts, analyzing assumptions, and maintaining financial planning models.<br>• Compare actual results against budgeted figures, investigate variances, and present clear explanations to stakeholders.<br>• Develop ad hoc financial analyses to address emerging business questions and support leadership decision-making.<br>• Build and maintain reports and dashboards in Power BI to improve visibility into key financial and operational metrics.<br>• Use data analysis techniques and tools, including Python when appropriate, to organize information, uncover trends, and improve reporting accuracy.
  • 2026-08-03T00:00:00Z
Financial Analyst
  • Tarrytown, NY
  • onsite
  • Permanent / Full Time
  • 70000 - 115000 USD / Yearly
  • <p>We are looking for a Financial Analyst to join our finance and analytics team in Westchester. This position focuses on evaluating pricing opportunities, interpreting business data, and shaping recommendations that support profitable growth. The role is well suited for someone who enjoys translating complex information into practical strategies and collaborating with partners across the organization to improve decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Create pricing recommendations for prospective customers by assessing business conditions, volume expectations, and account characteristics.</p><p>• Evaluate profitability across customer segments and provide analysis that supports stronger financial performance.</p><p>• Review pricing trends, uncover areas for adjustment, and present strategic suggestions to improve margin and competitiveness.</p><p>• Collaborate with sales, operations, and other internal teams to support pricing initiatives and align recommendations with business goals.</p><p>• Refine analytical models, reporting tools, and dashboards to strengthen pricing visibility and improve the quality of insights.</p><p>• Use data platforms and business intelligence tools to investigate issues, develop solutions, and track the impact of implemented actions.</p><p>• Support operational adoption of updated tools and reporting processes by providing analytical guidance during change initiatives.</p><p>• Contribute analytical expertise to continuous improvement efforts and strategic projects, including Lean-based initiatives.</p><p>• Carry out additional finance and reporting assignments as needed to support leadership priorities.</p>
  • 2026-07-10T00:00:00Z
Fund Accounting Consultant
  • New York, NY
  • onsite
  • Temporary / Contract
  • 40 - 60 USD / Hourly
  • <p>Our client is a major financial institution looking for a skilled Fund Accounting Consultant to join their team on a long-term contract basis. In this role, you will oversee a team responsible for delivering high-quality accounting, administration, and investor services to investment companies and advisors. This position requires a strong ability to manage client relationships, resolve complex issues, and implement solutions tailored to evolving business needs.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of administrators responsible for accounting, administration, financial reporting, and regulatory compliance for investment companies, including hedge funds, private equity funds, and CLOs.</p><p>• Lead month-end close processes, including journal entries and account reconciliation.</p><p>• Help develop/implement new processes to align with regulatory and industry changes.</p><p>• Perform complex accounting reconciliations and calculations for various investment types </p><p><br></p>
  • 2026-08-07T00:00:00Z
Financial Anlayst
  • Southport, CT
  • onsite
  • Temporary / Contract
  • 25 - 33 USD / Hourly
  • <p>Financial Analyst</p><p><strong>Location:</strong> Stamford/Norwalk area</p><p><strong>Work Arrangement:</strong> Onsite</p><p><strong>Job Summary</strong></p><p>We are looking for a Financial Analyst to support budgeting, forecasting, reporting, and business analysis activities. This role will help evaluate financial performance, identify trends, and provide insights to support decision-making. The ideal candidate is analytical, detail-oriented, and comfortable working with large sets of financial data.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial reports, models, and analysis</li><li>Assist with budgeting and forecasting processes</li><li>Analyze trends, variances, and business performance</li><li>Support monthly and quarterly reporting activities</li><li>Develop recommendations based on financial results</li><li>Partner with internal stakeholders to gather and interpret data</li><li>Maintain reporting accuracy and improve analytical processes</li><li>Assist with special projects and ad hoc analysis</li></ul><p><br></p>
  • 2026-08-07T00:00:00Z
Sr. Investment Manager & Financial Planning Supervisor
  • Morristown, NJ
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>An RIA based in the greater Parsippany, NJ area is currently expanding their team and looking to add an Investment &amp; Financial Planning Analyst to their team. The Investment &amp; Financial Planning Analyst will support a growing team of financial advisors by providing in-depth investment analysis, research, and modeling, conducting tax planning activities (such as ROTH conversions), and supporting complex financial planning. The ideal Investment &amp; Financial Planning Analyst will have 7-10+ years&#39; experience working for RIA&#39;s and wealth management firms, will have extensive knowledge of investments (Mutual Funds, ETF&#39;s, etc.), and will be knowledgeable in tax planning research. Strong Excel and critical thinking skills are a must.</p>
  • 2026-07-21T00:00:00Z
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