<p>We are looking for a Finance Manager to help shape business decisions through thoughtful planning, rigorous analysis, and clear financial storytelling. Based in New York, this role will partner with leadership to evaluate performance, improve forecasting accuracy, and translate complex data into practical recommendations. The ideal candidate brings strong modeling skills, a sharp analytical mindset, and the ability to build tools that support fast, informed decision-making in a FinTech environment.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage driver-based operating and financial models that support planning and guide strategic business decisions</p><p>• Oversee the annual budgeting cycle and prepare quarterly forecast updates that reflect changing business conditions</p><p>• Lead monthly business performance reviews by analyzing results, identifying trends, and presenting clear insights to senior leadership</p><p>• Create business case models and contribution margin analyses to support prioritization and resource allocation decisions</p><p>• Maintain and enhance financial dashboards, reporting frameworks, and analytical models to improve visibility and consistency</p><p>• Apply automation and AI-enabled workflows to streamline recurring financial analysis and reporting activities</p><p>• Partner on high-impact initiatives involving pricing strategy, capital planning, and make-versus-buy evaluations</p>
<p>Robert Half is seeking a Portfolio Manager Consultant for an exciting fully onsite opportunity with a local bank in Brick, NJ. This role will support the continued growth of the Commercial Banking team by managing and analyzing a portfolio of commercial relationships while partnering closely with Commercial Lenders.</p><p><br></p><p>The Portfolio Manager II AVP will be responsible for supporting a Commercial Lender and assigned portfolio, helping maintain credit quality, monitoring risk, coordinating financial reporting, and preparing credit recommendations. Portfolios may include a mix of Commercial Real Estate (CRE), Commercial & Industrial (C&I), Construction, and SBA loans, ranging from approximately $150MM to $300MM+.</p><p>Key Responsibilities</p><ul><li>Manage an assigned portfolio of commercial customers with oversight from a Commercial Loan Officer</li><li>Maintain ongoing business relationships with current customers and serve as a secondary commercial services contact</li><li>Support and oversee reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler tracking</li><li>Coordinate the collection, tracking, and review of financial statements, tax returns, and loan covenants/conditions</li><li>Prepare and coordinate loan modifications, renewals, and extensions</li><li>Monitor assigned accounts for early warning signs of financial weakness or other risks and collaborate with leadership on action plans</li><li>Prepare, update, and maintain credit files in both paper and electronic formats</li><li>Underwrite new and complex commercial loan transactions and requests within the assigned portfolio</li><li>Develop and present credit recommendations to the appropriate level of credit administration</li><li>Serve as a primary or secondary customer contact, as assigned by the Commercial Loan Officer</li><li>Support execution and collection of loan documentation</li><li>Assist with internal and external audits, loan review, compliance, and regulatory examinations</li><li>Maintain working knowledge of bank operating policies and procedures that impact commercial services</li><li>Help support Commercial Lenders in achieving annual operating plan goals</li><li>Coordinate effectively with internal departments to ensure efficient information flow</li><li>Respond to internal and external inquiries within established timeframes and policy guidelines</li></ul><p><br></p>
We are looking for an experienced Finance Manager to support valuation oversight and fund reporting activities for a major asset management organization in New York, New York. This Long-term Contract opportunity is ideal for a detail-oriented candidate with deep knowledge of private equity secondaries, fund accounting, and investment analysis who can bring structure and accuracy to a high-volume portfolio environment. The role will focus on reviewing valuation inputs, validating capital movements, and working across teams to strengthen reporting quality and portfolio insight.<br><br>Responsibilities:<br>• Lead the monthly review of valuation results for a sizable private equity secondaries portfolio, ensuring figures are complete, well-supported, and aligned with reporting standards.<br>• Validate partner-provided investment values, capital transactions, and portfolio activity by performing detailed reconciliations and roll-forward analysis.<br>• Examine large volumes of investment data, identify inconsistencies or unusual trends, and resolve issues through structured financial analysis using Excel and internal platforms.<br>• Oversee day-to-day workflow for entry-level team members involved in the valuation cycle, providing guidance and reviewing work for accuracy and timeliness.<br>• Collaborate with finance, valuation, and investment specialists to refine reporting methods, improve operational efficiency, and support portfolio-related analysis requests.<br>• Contribute to fund reporting deliverables by ensuring underlying financial data is accurate, consistent, and ready for month-end and periodic reporting needs.
<p>We are looking for an accomplished attorney to join a client-focused Services team in Stamford, Connecticut, advising clients on sophisticated private fund and investment management matters. This position is suited for a senior attorney who can guide fund sponsors through structuring decisions, investor-facing documentation, and regulatory considerations with confidence. The role offers the opportunity to take ownership of high-value matters while building trusted client relationships and supporting the growth of a collaborative practice.</p><p><br></p><p>Responsibilities:</p><p>• Direct the formation, reorganization, and revision of private investment vehicles, managing matters from initial structuring through closing.</p><p>• Counsel fund sponsors on offering terms, investor discussions, and legal considerations affecting fund launch and ongoing operations.</p><p>• Prepare and negotiate core fund documents, including offering materials, governing agreements, subscription packages, and side arrangements.</p><p>• Provide guidance on securities regulations and compliance issues relevant to private funds and investment advisers.</p><p>• Evaluate and negotiate co-investment terms and documentation requested by institutional participants and strategic investors.</p><p>• Oversee the work of entry-level attorneys and support staff, offering direction, feedback, and career development.</p><p>• Strengthen client relationships through responsive legal counsel and contribute to practice growth through business development efforts</p>
<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>
<p>benefits:</p><ul><li>Medical/Dental/Vision</li><li>401k </li><li>PTO </li></ul><p><br></p><p>We are looking for an experienced financial reporting leader to guide the close and consolidation process for a growing wholesale distribution organization in Edison, New Jersey. This role is ideal for someone who is detail oriented and has a strong background in public accounting and audit, with the ability to translate complex accounting matters into clear, accurate reporting for business stakeholders. The position will play a key part in maintaining compliance with U.S. GAAP, supporting external audit activities, and strengthening reporting processes across the finance function.</p><p><br></p><p>Responsibilities:</p><p>• Direct the monthly, quarterly, and year-end close cycle to ensure timely and accurate financial results.</p><p>• Oversee the preparation and review of consolidated financial statements, along with reporting packages used by leadership.</p><p>• Monitor balance sheet accuracy by supervising reconciliations, investigating variances, and validating supporting analysis.</p><p>• Evaluate technical accounting matters and apply new accounting standards in a manner that supports compliance and consistency.</p><p>• Identify opportunities to improve reporting workflows through automation and enhancements to financial systems, including SAP S/4HANA-related initiatives.</p><p>• Collaborate with teams across FP&A, Tax, Treasury, Operations, and IT to support reporting needs and broader finance projects.</p><p>• Coordinate audit deliverables and serve as a primary finance contact for external auditors during review and year-end procedures.</p><p>• Lead, mentor, and develop accounting and financial reporting staff to build a high-performing team environment.</p>
<p>We're looking for someone who is naturally curious, analytical, and eager to learn the operational side of the business. You don't need to have experience with every aspect of labor analytics today, but you should have the financial foundation, business acumen, and desire to become a trusted advisor to leadership.</p><p>This role is perfect for an FP&A professional who wants to step out from behind the spreadsheet, influence decisions, and accelerate their path toward finance leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead company-wide budgeting, forecasting, and long-range planning activities across multiple business units and operating entities.</p><p>• Create and refine financial models, cash flow outlooks, and scenario analyses to support leadership decisions and strategic planning.</p><p>• Review actual performance against plans, prior periods, and key targets, then highlight trends, risks, and improvement opportunities.</p><p>• Analyze labor-related performance indicators such as billable hours, labor rates, overtime, utilization, productivity, and margin performance.</p><p>• Develop reporting packages, executive dashboards, and KPI summaries that provide clear visibility into financial and operational results.</p><p>• Partner with operational leaders, branch management, accounting, and executives to connect business activity with financial outcomes and recommendations.</p><p>• Support board-level and executive presentations by preparing concise analyses and translating complex data into actionable insights.</p><p>• Assist with acquisition-related modeling, due diligence, and the incorporation of newly acquired businesses into planning and reporting structures.</p><p>• Strengthen reporting accuracy and consistency by improving data quality, standardization, and reporting processes across the organization.</p>
We are looking for a Proposal Manager to support a contract assignment. This role focuses on shaping high-quality proposal materials, coordinating response development, and ensuring final submissions are accurate, complete, and aligned with client requirements. The ideal candidate brings strong writing judgment, organization, and the ability to manage multiple proposal components under tight deadlines.<br><br>Responsibilities:<br>• Lead the preparation of proposal submissions from initial planning through final delivery, keeping timelines and priorities on track.<br>• Develop compelling written content that reflects client needs, business objectives, and submission guidelines.<br>• Coordinate input from contributors to assemble complete, consistent, and well-structured proposal responses.<br>• Review and refine draft materials to improve clarity, tone, accuracy, and overall presentation quality.<br>• Manage the finalization process by verifying formatting, completeness, and compliance before submission.<br>• Organize proposal assets and source materials to support efficient content development across active assignments.
<p>We are looking for a motivated Private Investment Fund/Investment Management Attorney to join our team in Stamford, Connecticut. This role is ideal an attorney who is eager to contribute to fund formation and investment management matters. The successful candidate will work closely with clients and senior attorneys, advising private investment fund sponsors and institutional investors.</p><p><br></p><p>Responsibilities:</p><p>• Assist with the establishment of private investment funds, including private equity, hedge funds, and other alternative investment vehicles.</p><p>• Draft, review, and refine essential fund documents such as private placement memoranda, partnership or operating agreements, subscription agreements, and side letters.</p><p>• Facilitate negotiations with investors and analyze investor-related documentation, including co-investment materials.</p><p>• Ensure compliance with securities laws by addressing exemptions under federal and state regulations.</p><p>• Conduct in-depth legal research on regulatory issues related to funds.</p><p>• Coordinate fund launch processes, including managing timelines and overseeing closings.</p><p>• Collaborate with senior attorneys, clients, and fund administrators to ensure seamless project execution.</p>
<p>We are looking for a Financial Planning & Analysis Manager to help shape financial strategy and guide informed decision-making across a dynamic healthcare organization in Princeton, New Jersey. This role works closely with senior leaders and operational partners to oversee planning cycles, interpret performance trends, and deliver meaningful insights that support growth and efficiency. The ideal candidate brings strong analytical judgment, advanced modeling capability, and experience operating within a complex, multi-functional environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct organization-wide budgeting, forecasting, and longer-term financial planning activities across multiple teams and service areas.</p><p>• Build and refine financial models that support strategic planning, capital allocation, scenario analysis, and day-to-day business decisions.</p><p>• Produce recurring financial reviews that explain performance results, key variances, emerging risks, and areas of opportunity.</p><p>• Collaborate with department leadership to assess spending, track outcomes, and recommend ways to improve operational and financial effectiveness.</p><p>• Design and strengthen executive reporting tools, performance dashboards, and key metrics used to monitor business results.</p><p>• Examine financial and operational data to uncover performance drivers and support initiatives tied to growth and resource optimization.</p><p>• Prepare analysis and presentation materials for executives, board audiences, and other senior stakeholders.</p><p>• Contribute to planning system administration and help improve reporting processes, analytics capabilities, and workflow efficiency, including work with Adaptive Insights or similar platforms.</p><p>• Partner with accounting and operational teams to align budgeting, forecasting, and financial reporting practices across the organization.</p><p>• Lead ad hoc analysis, business case evaluation, and special finance projects requested by senior leadership.</p>
<p>Seeking a hands-on Finance Manager to oversee accounting, controllership, financial reporting, budgeting, forecasting, cash flow management, and day-to-day finance operations for a growing IT services and technology organization. This individual will manage month-end close, general ledger activities, AP/AR, billing, collections, reconciliations, audit and tax support, and banking relationships while partnering with leadership to deliver financial insights, improve processes, strengthen internal controls, and support business growth. The ideal candidate will have 10+ years of progressive accounting and finance experience, strong US operational finance expertise, and a proven background in financial reporting, compliance, performance analysis, and cross-functional stakeholder management within a technology, software, SaaS, MSP, or IT services environment.<strong> </strong>To apply please email a resume in a Word format to Pam Lim at Robert Half. </p><p><strong>Benefits – m/d/v – 401k match – PTO – salary and bonus potential </strong></p>
<p>Our client is a leading project management firm serving the real estate and built-environment sectors. With a focus on delivering successful, sustainable projects, the organization partners closely with clients and brings the resources of a global industry network to its work.</p><p><br></p><p>They are currently seeking a Senior Finance Manager to oversee core accounting operations, financial reporting, and the month-end close process. This is a hands-on leadership opportunity for an accounting professional who combines strong U.S. GAAP expertise with advanced Excel and systems capabilities and enjoys improving processes, developing people, and partnering across the business.</p><p><br></p><p>Responsibilities:</p><p>· Lead monthly, quarterly, and annual close processes, including complex journal entries, reconciliations, financial statements, and variance analysis.</p><p>· Oversee day-to-day accounting functions such as AP, AR and billing, general ledger activity, bank reconciliations, payroll, and related compliance.</p><p>· Ensure project-related revenue, costs, allocations, billing, and financial results are accurately reflected in the accounting records and reporting.</p><p>· Partner with project and operational teams to investigate accounting issues, evaluate project profitability, and support effective financial decision-making.</p><p>· Strengthen internal controls and accounting processes by identifying risks, standardizing procedures, and introducing automation and technology where appropriate.</p><p>· Support budgeting, forecasting, audits, ERP initiatives, and other finance transformation projects while maintaining accurate and well-documented procedures.</p><p><br></p><p>For immediate consideration please email Ben.Turnbull@roberthalf.</p>
<p>Join a rapidly growing organization where you'll partner with business leaders to drive financial strategy, support growth initiatives, and provide insights that influence key decisions. This highly visible role offers the opportunity to work across multiple functions, translating complex financial data into clear recommendations that improve performance and profitability. </p><p><br></p><p><strong>Key Responsibilities: </strong></p><ul><li> Develop and manage sales, margin, and profitability forecasts to support monthly, quarterly, and annual planning. </li><li>Partner with teams across marketing, commerce, merchandising, operations, and accounting to evaluate performance, identify risks, and uncover growth opportunities. </li><li>Analyze business trends, market dynamics, and financial results to deliver actionable insights and recommendations to leadership. </li><li>Lead recurring reporting processes, including KPI tracking, forecast updates, and operating expense reviews. </li><li>Collaborate with accounting and data teams to enhance the accuracy, transparency, and reliability of financial reporting. </li><li>Prepare executive-level presentations, forecasts, and strategic analyses for senior leadership and board discussions. </li><li>Support high-priority business initiatives, long-range planning efforts, and cross-functional strategic projects. </li><li>Drive process improvements that enhance forecasting, reporting, and overall finance team efficiency. </li></ul><p>This is an excellent opportunity for someone who enjoys partnering with the business, solving complex problems, and helping shape strategic decision-making in a fast-paced environment.</p>
<p>We are looking for an experienced Financial Reporting Manager to guide a high-performing team supporting agency finance operations in Jersey City, New Jersey. This role is responsible for delivering accurate and timely reporting, strengthening close processes, and partnering with finance stakeholders to address business needs. The ideal candidate brings strong accounting expertise, sound judgment, and the ability to drive quality, consistency, and continuous improvement across a large global company. </p><p><br></p><p>Responsibilities:</p><p>• Direct and coach an offshore financial reporting team that supports multiple agency entities, promoting accountability, development, and consistent execution.</p><p>• Ensure financial statements and close-related deliverables are completed accurately, fully, and on schedule across monthly, quarterly, and annual reporting cycles.</p><p>• Oversee core close activities such as reconciliations, journal entries, fixed asset accounting, reporting submissions, and analytical review performed by the team.</p><p>• Evaluate reporting packages and accounting outputs to confirm alignment with company policies, compliance expectations, and established reporting standards.</p><p>• Track service performance, quality metrics, and deadline adherence, and take prompt action to resolve operational issues or emerging risks.</p><p>• Act as the primary point of escalation for team members and finance leaders, facilitating timely solutions and clear communication across stakeholders.</p><p>• Build strong working relationships with agency CFOs, finance directors, and shared services partners to support business priorities and reporting needs.</p><p>• Coordinate internal and external audit activity while assisting with Sarbanes-Oxley compliance efforts and documentation requirements.</p><p>• Reinforce internal controls by promoting adherence to policies, procedures, and governance standards throughout the reporting process.</p><p>• Drive process harmonization and operational improvements that enhance efficiency, consistency, and service delivery across supported agencies.</p>
We are looking for a finance leader to help shape the financial strategy of a growing startup in New York, New York. This role is ideal for someone who combines strong analytical depth with practical operating experience and can partner closely with founders on planning, performance visibility, and capital strategy. The Director of Finance will bring structure to forecasting, reporting, and decision support while remaining comfortable working hands-on in a fast-moving, build-from-scratch environment.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that support operating plans, scenario analysis, and long-range forecasting.<br>• Partner with company leadership to prepare board-ready reporting, performance dashboards, and insights tied to key SaaS business metrics.<br>• Lead budgeting and cash flow planning activities to improve visibility into spending, growth, and capital needs.<br>• Support fundraising efforts by developing financial materials, shaping the supporting story, organizing diligence documentation, and addressing investor follow-up questions.<br>• Establish scalable finance processes, tools, and reporting routines in an environment with limited existing infrastructure.<br>• Work closely with the accounting lead to align financial planning with month-end results, reporting accuracy, and overall business performance.<br>• Provide strategic recommendations to founders and senior leaders by translating financial data into actionable business decisions.<br>• Shift effectively between executive-level planning discussions and day-to-day execution across finance operations as business needs evolve.
<p>We are looking for an accomplished finance leader to guide the accounting and financial strategy for the Americas business, with operations spanning the United States and Canada. This role combines hands-on oversight of core finance activities with strategic partnership across the organization to improve performance, strengthen decision-making, and support sustainable growth. Based in Long Island City, New York, this position is best suited for a commercially minded individual who can translate financial data into practical business actions while maintaining strong operational discipline.</p><p><br></p><p>Require more than general FP&A experience, key is someone with strong Commercial Finance experience - ability to partner with Sales and look at their pricing models, how to increase EBITA/GM etc.</p><p><br></p><p>Responsibilities:</p><p>• Lead the full finance and accounting function across the regional business, including planning cycles, reporting, cash management, billing, receivables, payables, purchasing, and treasury activities.</p><p>• Partner with senior leadership to interpret financial performance, uncover trends, and turn analysis into actionable plans that improve profitability and long-term results.</p><p>• Establish and refine performance metrics that connect market conditions and operating drivers to business outcomes, enabling management to track progress and make informed adjustments.</p><p>• Oversee expense management and capital spending by evaluating cost drivers, reviewing investment priorities, and providing financial perspective on expected returns.</p><p>• Manage cash flow forecasting, liquidity planning, and working capital performance while coordinating with broader finance stakeholders on funding needs and cash conversion objectives.</p><p>• Provide financial guidance on significant commercial arrangements, including customer contracts, partnerships, leasing structures, and equipment-related investments.</p><p>• Maintain a strong control environment by ensuring accounting practices, financial reporting, and compliance activities align with corporate standards and applicable regulations.</p><p>• Coordinate annual audits and support related financial reviews, including statutory reporting, insurance matters, and internal audit activities.</p><p>• Direct the preparation and review of tax and regulatory filings, including sales tax and other required submissions across relevant jurisdictions.</p><p>• Assess the efficiency of financial systems and business processes, and work cross-functionally to implement improvements that enhance accuracy, control, and scalability.</p>
<p>We are looking for an experienced Credit/Collections Supervisor/Manager to lead daily receivables collection efforts for a growing organization in Norwalk, Connecticut. This on-site role combines team leadership with direct portfolio oversight, supporting strong cash flow and the timely resolution of outstanding balances. The person in this position will guide a small collections team, manage complex account issues, and work closely with internal partners to strengthen overall collection performance.</p><p><br></p><p>Responsibilities:</p><p>• Lead, mentor, and evaluate a team of 3–5 Collections Specialists, providing direction that supports consistent follow-through and strong individual performance.</p><p>• Oversee collection activity across a large accounts receivable portfolio tied to roughly $65M+ in revenue, with a focus on reducing delinquent balances.</p><p>• Set daily and weekly priorities for the team, ensuring outreach efforts are organized, timely, and aligned with business cash flow goals.</p><p>• Review aging trends, account status, and collection results to identify risk areas and take corrective action when needed.</p><p>• Work directly with customers and internal departments to resolve billing concerns, payment delays, deductions, and disputed balances.</p><p>• Manage escalated and high-impact accounts, using sound judgment to move difficult collection matters toward resolution.</p><p>• Maintain accurate records of customer interactions, collection steps, and account updates to support reporting and accountability.</p><p>• Collaborate with Accounting, Finance, Billing, Sales, and related teams to improve issue resolution and strengthen receivables processes.</p><p>• Use NetSuite to monitor account activity, track receivables, and support reporting that helps guide collection strategy.</p><p>• Assess current collection procedures and recommend improvements that enhance efficiency, internal controls, and cash collections.</p>
<p>🚨 <strong>Manager, FP&A | High-Growth PE-Backed CPG Company | NYC</strong> 🚨</p><p>I'm excited to be partnering with a <strong>high-growth, private equity-backed CPG company</strong> generating approximately <strong>$350M in revenue</strong> that is looking to add a <strong>Manager of FP&A</strong> to its New York City team.</p><p>This is a <strong>true FP&A role</strong> focused on driving business performance, not an accounting role disguised as finance.</p><p>Reporting directly to the <strong>Director of FP&A (high exposure to the CFO and Private Equity)</strong>, you'll play a key role in budgeting, forecasting, long-range planning, executive presentations, PE reporting, and strategic decision support across the organization.</p><p><br></p><p>As always, this is a permanent, full time, fully benefited salaried position (this is NOT a temp role or temp to perm).</p><p> </p><p>They are located in midtown and are in the office 3 days and remote 2 days.</p><p> </p><p>Compensation Package based on experience:</p><p>Base: $140 - $165k base + discretionary bonus </p><p><br></p><p>Why this opportunity stands out:</p><p>✅ Open due to company growth and continued investment in finance</p><p>✅ Extensive exposure to private equity ownership and reporting</p><p>✅ Business partner with Merchandising, Operations, and Brand teams</p><p>✅ Opportunity to build and enhance reporting, analytics, and financial models</p><p>✅ Significant visibility with senior leadership</p><p>✅ Potential to hire and manage a net-new resource as the team grows</p><p><br></p><p>They're looking for someone who thrives in a fast-paced, entrepreneurial environment and enjoys building processes from the ground up. Strong Excel skills are critical, as the environment is highly data-driven with substantial ad hoc analysis and manual modeling. Experience with P&L, inventory forecasting/modeling, reporting automation, and NetSuite is a plus.</p><p>If you're an FP&A professional looking to make a meaningful impact within a growing consumer products business, I'd love to connect.</p><p><br></p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company. </p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>
We are looking for a Business Manager to support financial operations and administrative functions for a mission-driven organization in Bronx, New York. This role blends accounting oversight, budget coordination, payroll support, and human resources administration, making it ideal for someone who can move comfortably between detailed financial work and cross-department collaboration. The successful candidate will communicate confidently with internal leaders and external partners while helping maintain accurate reporting, organized processes, and strong day-to-day business operations.<br><br>Responsibilities:<br>• Direct daily accounting and administrative activities, including bookkeeping, payroll coordination, and core HR support functions.<br>• Oversee organizational and program budgets by tracking spending, monitoring revenue, and helping leaders stay aligned with financial plans.<br>• Manage payables and receivables processes, ensuring transactions are recorded accurately and handled in a timely manner.<br>• Prepare financial reports and support grant-related documentation for internal stakeholders and external partner organizations.<br>• Administer employee-related processes such as benefits coordination and onboarding for new hires.<br>• Work closely with department heads outside of finance to clarify needs, answer questions, and provide practical guidance on budget and operational matters.<br>• Maintain accurate accounting records through journal entries, reconciliations, and month-end close activities.<br>• Use QuickBooks to support financial tracking, reporting, and day-to-day accounting operations.
<p>We are looking for a Manager, Family Office Accounting to lead core accounting activities for a complex family office environment in Old Bridge, New Jersey. This position oversees financial operations across multiple entities while delivering accurate reporting, organized records, and decision-ready analysis for leadership and family stakeholders. The role also serves as a key partner on tax support, investment accounting, cash oversight, and day-to-day issue resolution.</p><p><br></p><p>Benefits: Medical, Dental, Vision, PTO.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting operations for multiple family office entities, ensuring complete and accurate financial records across a diverse structure.</p><p>• Lead the monthly close process by reviewing journal entries, account reconciliations, and related schedules to support timely reporting.</p><p>• Manage the full accounting cycle from daily transaction recording through preparation of tax-supporting workpapers and detailed backup documentation.</p><p>• Produce financial summaries, analyses, and presentation materials that help leadership and family stakeholders understand results and key activity.</p><p>• Monitor cash positions, banking transactions, and overall liquidity needs across entities to support effective financial management.</p><p>• Coordinate closely with outside accountants, tax professionals, and legal advisors to support compliance and resolve accounting matters.</p><p>• Support tax-related workflows by organizing underlying accounting information, assisting with return preparation needs, and maintaining clear documentation for individuals, partnerships, and related entities.</p><p>• Oversee accounting and reporting for both traditional and alternative investments, including performance, income activity, and tax-sensitive reporting considerations.</p><p>• Supervise, mentor, and review the work of two team members while serving as an escalation point for operational and accounting issues.</p><p>• Partner with the Director of Family Office on special projects, changing priorities, and ongoing process improvement efforts.</p>
<p>We are looking for a Shared Financial Services & Tax Manager to guide a broad range of accounting and tax activities for the organization and its affiliated entities in Middlesex County, New Jersey. This role will shape financial operations, strengthen compliance practices, and support accurate reporting across shared service functions. The position works closely with finance leaders, operational teams, technology partners, member organizations, and external advisors to improve efficiency, maintain regulatory alignment, and deliver dependable financial oversight.</p><p><br></p><p><strong>Shared Financial Services & Tax Manager </strong></p><p>We are seeking an experienced <strong>Shared Financial Services & Tax Manager</strong> to lead corporate and member tax compliance activities while overseeing key accounting and shared services functions. This role will serve as the primary leader for tax strategy, compliance, audits, and reporting, while partnering with executive leadership to drive financial accuracy, operational efficiency, and process improvements.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead sales & use tax, property tax, ASC 740 tax provision, 263A, and 1099 reporting activities.</li><li>Oversee tax audits, compliance initiatives, and relationships with external tax advisors.</li><li>Monitor tax law changes and assess business impacts.</li><li>Ensure accurate financial reporting, month-end close, and compliance with GAAP and internal controls.</li><li>Drive process improvements and finance transformation initiatives.</li><li>Present tax and financial insights to senior leadership and stakeholders.</li></ul><p>Qualifications</p><ul><li>CPA highly preferred; Bachelor's degree in Accounting.</li><li>10+ years of progressive tax, accounting, or finance experience.</li><li>5+ years of leadership experience managing accounting or tax professionals.</li><li>Strong knowledge of corporate taxation, tax compliance, financial reporting, and GAAP.</li><li>Experience with Oracle, SAP, and/or large ERP environments preferred.</li></ul><p><strong>Compensation & Benefits:</strong> $140,000 - $160,000 base salary plus bonus.</p><p>Medical/Dental/Vision - cover good portion of premiums </p><p>401k + match + non-contributory match </p><p>PTO - 2 weeks, 3 floating holidays, 4 personal days </p><p><br></p><p><strong>This opportunity is ideal for a tax-focused accounting leader seeking a highly visible role with broad responsibility across tax, accounting, and shared services operations.</strong></p>
We are looking for an experienced FP&A Manager to join the finance team in New Jersey for a contract opportunity with potential for a permanent role. This role will provide hands-on support during a high-priority budgeting cycle while covering key planning and reporting needs for a team with limited bandwidth. The ideal candidate will partner closely with finance leadership to deliver budgeting, analysis, and reporting insights, while helping maintain continuity across core financial planning activities.<br><br>Responsibilities:<br>• Lead budgeting and forecasting activities by developing detailed financial plans and supporting timely consolidation of business inputs.<br>• Partner with finance leadership to execute assigned planning, reporting, and modeling work that supports near-term and strategic decision-making.<br>• Build, refine, and maintain advanced Excel models that analyze performance across customers, product categories, brands, and sourcing dimensions.<br>• Review large volumes of financial and operational data to organize meaningful reporting across numerous customer and product combinations.<br>• Prepare recurring management reports and ad hoc analyses that highlight trends, risks, and opportunities for the finance team.<br>• Recreate and standardize existing financial reports using available formats, while ensuring consistency and accuracy in output.<br>• Support reporting and planning work within financial planning and budgeting tools, using manual Excel-based reporting when needed to meet deadlines.<br>• Contribute to process efficiency by improving report structure, usability, and overall support for the FP&A function during the assignment.
<p>Our client in the Lower Fairfield, CT area has an opening for an FP&A Manager on a consulting basis until the end of the year/January timeframe. The FP&A Manager role will require a finance specialist who can operate independently, deliver clear business insights, and build forward-looking plans that support leadership decisions. The ideal candidate brings strong analytical judgment, advanced Excel expertise, and the ability to improve FP&A processes through practical AI applications.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain driver-based financial models that support forecasting, scenario planning, and long-range business planning.</p><p>• Prepare recurring management reports and executive-level dashboards that provide timely visibility into financial performance and key trends.</p><p>• Translate complex financial data into actionable recommendations for senior leadership and business stakeholders.</p><p>• Lead planning activities across budgeting, forecasting, and performance analysis while ensuring accuracy and consistency in outputs.</p><p>• Identify, evaluate, and promote high-value AI use cases within FP&A to strengthen analysis, reporting, and decision support.</p><p>• Organize priorities, timelines, and deliverables across the FP&A roadmap in a standalone role with a high level of ownership.</p><p>• Develop reporting tools and dashboard solutions that improve transparency and help leaders monitor operational and financial drivers.</p><p>• Partner cross-functionally to gather inputs, validate assumptions, and refine financial plans based on changing business needs.</p><p>• Support planning system enhancements and contribute expertise in financial reporting programs as needed</p><p><br></p><p>If you are interested in this FP&A Manger opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line "FP&A Manager" </p>
<p><strong>About the Role</strong></p><p>We are seeking a detail‑oriented <strong>Financial Analyst</strong> to join our team on a <strong>contract basis</strong>. The ideal candidate will bring strong analytical skills, business acumen, and the ability to quickly step in and support critical financial initiatives in a fast‑paced environment. This role will support budgeting, forecasting, and financial analysis, helping drive data‑driven decision‑making and ensuring accurate financial insights.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Prepare and analyze financial reports, including variance analysis and performance metrics.</p><p>• Support budgeting and forecasting processes, including data gathering and modeling.</p><p>• Analyze trends in revenue, expenses, and operational performance.</p><p>• Build and maintain financial models to support strategic and operational decisions.</p><p>• Partner with business units to provide insights and improve financial performance.</p><p>• Assist with month‑end close by providing analytical support and reporting.</p><p>• Develop dashboards and reports to track key business metrics.</p><p>• Identify opportunities for process improvements and enhanced reporting efficiencies.</p>
<p>My client is a highly prestigious global CPG organization with a portfolio of some of the most recognized and respected brands in the industry.</p><p> </p><p>This is a true FP&A role, not an accounting role in disguise!</p><p> </p><p>They are looking to add a high-caliber Financial Analyst to their talented finance team, reporting directly to the Senior Manager of FP&A. This is an exciting opportunity to join a high-performing team and play a key role in budgeting, forecasting, long-term financial planning, and business performance analysis.</p><p> </p><p>This role will have meaningful exposure to core FP&A responsibilities, including developing financial forecasts, managing budgets, analyzing key performance indicators (KPIs), building dashboards, and delivering actionable insights to support strategic decision-making.</p><p> </p><p>A key component of the position is cross-functional business partnering, working closely with stakeholders across Sales, Marketing, and other business functions to understand performance drivers, evaluate spending, track results against plan, and help drive business growth.</p><p> </p><p>This is an excellent opportunity for a finance professional looking to deepen their FP&A expertise, strengthen their analytical and business partnering skills, and grow within a globally recognized organization with a portfolio of leading consumer brands.</p><p> </p><p>As always, these are permanent, full time, fully benefited salaried positions (these are NOT temp, or temp to perm).</p><p> </p><p>They are located in Midtown, 3 days in with 2 days remote.</p><p> </p><p>Compensation is based on experience:</p><p>The range is between $95k - $120k base + discretionary bonus + exceptional benefits!</p><p> </p><p>Who are you?</p><ul><li>MUST have experience within the product based sector, ideally wholesale/apparel, open to retail and manufacturing backgrounds </li><li>A minimum of a BA/BS in finance from a top accredited school</li><li>3+ years of experience. </li></ul><p> </p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company.</p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>