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246 results for Wealth Management in New York, NY

Fund Accountant - Venture Capital
  • New York City Metropolitan Area, NY
  • onsite
  • Permanent
  • 110000.00 - 140000.00 USD / Yearly
  • <p>Robert Half Financial Services are hiring for a Fund Accountant role for a growing Digital Assets Venture Capital firm located in Union Square Manhattan New York. Our client requires 3+ years Fund Accounting experience within asset management, Big 4/Public Accounting or a Fund Administrator. CPA license is required, with knowledge of Fund Accounting, Capital Calls/Distributions, Investor Reporting, and Financial Statements. The role requires 2-3 days per week in the Union Square Manhattan office.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Conduct detailed reviews of quarterly reports prepared by the fund administrator for both open-ended and closed-ended funds.</li><li>Reconcile digital asset transactions against the blockchain on an ongoing basis. </li><li>Review and distribute quarterly capital statements to investors.</li><li>Act as a primary contact for managing fund administrator relationships. </li><li>Work on fund operations processes including capital calls, distributions, redemptions, investment funding, expense payment and cash receipts.</li><li>Monitor fund finances and investments, tracking investment information and valuation updates within our proprietary portfolio database.</li><li>Monitor expenses and suggest expense saving initiatives.</li><li>Review annual financial statements prepared by the fund administrator.</li><li>Work with auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests including confirmations, valuation memos, transaction and expense supports.</li><li>Assist in addressing finance related inquiries from investors.</li><li>Participate in the SPV finance processes, including capital call, reporting, tax and audit.</li><li>Assist with fund tax compliance processes including review or K-1 and tax returns.</li><li>Assist with ad-hoc analysis and strategic projects.  </li></ul>
  • 2025-09-22T14:08:44Z
Controller
  • Mount Kisco, NY
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p>We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the accounting function while contributing to strategic initiatives for the firm. Ideal candidates are detail-oriented, proactive professionals with expertise in public accounting and a passion for delivering high-quality financial services.</p><p><br></p><p>Qualified applicants can apply by sending your resume to Joe Ciavardini via LinkedIn or email me at joe.ciavardini@roberthalf</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including accounts payable, accounts receivable, general ledger management, and bank reconciliations.</p><p>• Prepare accurate monthly, quarterly, and annual financial statements for executive review.</p><p>• Develop and manage budgets and cash flow projections to ensure financial stability.</p><p>• Coordinate tax documentation and filings while ensuring compliance with applicable regulations.</p><p>• Strengthen internal controls and optimize accounting procedures to enhance operational efficiency.</p><p>• Maintain compliance with regulatory requirements, including tracking updates and implementing best practices.</p><p>• Collaborate with the team to provide financial planning, tax coordination, and accounting services to high-net-worth clients.</p><p>• Contribute to system improvements and process enhancements to support the firm’s growth.</p><p>• Assist leadership with ad hoc financial analysis and special projects as needed.</p><p>• Provide strategic guidance on regulatory risks and compliance practice</p>
  • 2025-10-10T12:14:20Z
Controller (Plant)
  • Piscataway, NJ
  • onsite
  • Permanent
  • 115000.00 - 140000.00 USD / Yearly
  • <p>We are looking for an experienced Plant Controller to oversee financial operations and ensure accurate cost accounting for our manufacturing processes. This role requires a highly organized individual with expertise in standard costing and month-end closing activities. Join our team in Piscataway, New Jersey, where you will play a key role in driving financial efficiency and operational excellence.</p><p><br></p><p>SALARY: $120k - $140k</p><p>BENEFITS: MED, VISION, DENTAL, 401k</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee all aspects of manufacturing cost accounting, ensuring the accuracy of financial data.</p><p>• Develop and maintain standard cost accounting systems to support production and management decisions.</p><p>• Lead month-end close processes, including journal entries, reconciliations, and variance analysis.</p><p>• Monitor and analyze production costs, identifying areas for improvement and cost reduction.</p><p>• Collaborate with cross-functional teams to provide financial insights and support operational initiatives.</p><p>• Ensure compliance with corporate financial policies and regulatory standards.</p><p>• Prepare detailed financial reports and present findings to senior management.</p><p>• Support budgeting and forecasting activities to align with organizational goals.</p><p>• Implement and maintain effective internal controls to safeguard company assets.</p><p>• Provide mentorship and guidance to the accounting team to enhance their growth and development.</p>
  • 2025-09-25T20:43:47Z
Tax Preparer
  • Parsippany, NJ
  • onsite
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • <p>Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their organization. In this role, you will have significant client interaction, disseminating information and providing insight into the proper tax handling of various items. Strong experience with HIGH NET WORTH 1040’s, understanding of K-1’s and all source documents, prior experience with preparing Schedule C financial statements for smaller companies as well as ability to prepare financial statements for smaller corporate clients with single shareholders. Great opportunity which is open because of growth. Candidates for this role should have 10+ years of experience in above referenced items, degree in accounting, CPA or Masters in Tax.  </p>
  • 2025-10-17T15:29:30Z
ETF Portfolio Management Associate
  • New York, NY
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • <p>Robert Half Financial Services are currently recruiting for an ETF Portfolio Management Associate role for a $40+bn AUM Investment and Trading firm based in midtown Manhattan New York. Our client requires 3+ years Portfolio Management or Trading experience within Asset Management or a Bank, with strong knowledge of ETFs, Mutual Funds, Index Funds, Equities, Fixed Income and Derivatives (Futures, Options and Swaps). Advanced Excel experience required, knowledge of Eze Castle / Eze OMS is advantageous. The role is initially 5 days per week in the midtown Manhattan office, with potential to reduce to 4 days after settling in.</p><p><br></p><p>The ETF Portfolio Management Associate will support all daily trading and portfolio management functions associated with the suite of ETFs, including but not limited to: trade rebalances and trade execution. This position is heavily weighted towards indexed portfolio management with some occasional middle office operations duties<strong><em>.</em></strong></p><p><br></p><p><u>Responsibilities</u></p><ul><li>Rebalance and manage a select group of index funds and leveraged ETFs in line with guidelines</li><li>Supporting senior PMs and traders with daily portfolio management and trade rebalances</li><li>Frequent interaction with multiple swap counterparties (large global banks) and broker dealers daily</li><li>Maintaining and updating performance and trading models to ensure effective fund tracking and proper exposure</li><li>Fielding various product related questions and inquiries throughout the trading day from accountants, brokers, custodians, authorized participants and market makers</li><li>Assisting and contributing to new account set up, fund launches, product development and analysis </li><li>Effectively communicate and interact with the portfolio managers and third parties on trade related queries</li></ul><p>Occasional middle office operations cover may be required relating to:</p><ul><li>Researching and resolving trading discrepancies</li><li>Collateral movements, margin posting</li><li>Ensuring trades are booked accurately and in a timely fashion</li><li>Reconciling fund positions, trades and cash movements with various trade support teams</li></ul><p><br></p>
  • 2025-09-22T14:08:44Z
Derivative Trade Operations
  • New York, NY
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>Robert Half Financial Services is recruiting for an AVP Derivative Operations role for an asset manager located in midtown Manhattan. Our client requires 3+ years of OTC Derivative Operations experience at an Investment Bank or Asset Management firm. OTC and Listed Derivative Regulatory knowledge such as Dodd-Frank, EMIR or ISDA is advantageous. This role is hybrid remote requiring 3 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Responsible for operational support on OTC and Listed derivative for various trading desks including Rates, Credit, Treasury, Securities, etc.</li><li>Co-ordinating internally and externally to ensure Electronic and Paper trade confirmations are executed in a timely manner</li><li>Oversee the regulatory reporting of derivatives across different jurisdictions</li><li>Monitoring of daily listed trading activity across all Futures Clearing Merchants</li><li>Provide insight of trading activity through reports and ad-hoc analysis of data</li><li>Collaborate and build relationships with our colleagues from different teams to solve issues and provide better solutions for our group</li><li>Involvement in new or ongoing projects driven by Asset Management</li><li>Collaborate with Technology to develop and improve our consumption and representation of big data</li><li>Challenge the status quo and drive meaningful change and improvements to our processes and controls</li></ul><p><br></p>
  • 2025-10-16T18:29:15Z
Trust & Estate Planning Attorney / Counsel
  • Doylestown, PA
  • onsite
  • Permanent
  • 115000.00 - 165000.00 USD / Yearly
  • <p>A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.</p><p>• Develop estate plans that align with clients' personal and financial objectives.</p><p>• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.</p><p>• Partner with financial advisors to deliver integrated and effective planning solutions.</p><p>• Communicate with clients and their representatives to address legal inquiries and provide guidance.</p><p>• Draft and review legal documents with precision and attention to detail.</p><p>• Manage multiple cases simultaneously while maintaining high levels of accuracy and efficiency.</p>
  • 2025-10-21T12:53:46Z
Client Service Associate
  • New York, NY
  • onsite
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You’ll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business—from onboarding and account servicing to client communications and marketing support.</p><p><br></p><p>Responsibilities of this position will include:</p><p>·      Manage new client onboarding and account setup</p><p>·      Handle day-to-day service requests (wires, transfers, maintenance)</p><p>·      Support relationship management for select clients</p><p>·      Liaise with attorneys, accountants, and custodians</p><p>·      Prepare client communications and quarterly reports</p><p>·      Assist in marketing efforts: update materials, create presentations, and support email campaigns</p><p>·      Participate in developing better client communications and social media initiatives</p><p><br></p><p>For immediate consideration for this position please email Alex.Muzaurieta@roberthalf.</p>
  • 2025-10-09T15:09:13Z
Accounting Manager/Supervisor
  • Melville, NY
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager/Supervisor to oversee financial operations and ensure accurate reporting within our organization. This role requires a strong understanding of accounting principles to maintain compliance and support business objectives. Based in the Melville area, this in-office role will play a key role in managing financial processes and driving efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Lead the month-end closing process to ensure timely and accurate financial reporting.</p><p>• Oversee the maintenance and reconciliation of the general ledger to ensure data integrity.</p><p>• Prepare and review financial statements while ensuring compliance with auditing standards.</p><p>• Manage account reconciliations, identifying and resolving discrepancies promptly.</p><p>• Supervise the preparation of journal entries to support efficient financial operations.</p><p>• Collaborate with auditors during financial statement audits to ensure smooth processes.</p><p>• Develop and implement best practices for accounting procedures and internal controls.</p><p>• Provide guidance and mentorship to accounting staff to enhance team performance.</p><p>• Analyze financial data to support strategic decision-making and business planning.</p><p>• Ensure compliance with regulatory requirements and company policies.</p>
  • 2025-10-21T18:48:57Z
HFM Administrator
  • Bridgewater, NJ
  • onsite
  • Temporary
  • 60.00 - 80.00 USD / Hourly
  • <p>We are seeking an experienced Oracle Hyperion Financial Management (HFM) Administrator to lead the administration and strategic management of the HFM platform. This critical role will contribute to ensuring system stability, accuracy, and performance while supporting enterprise-wide financial consolidation, reporting, and planning processes. This is a long-term contract role that will follow an onsite hybrid model, requiring collaboration both in-office and remotely.</p><p><br></p><p>Key Responsibilities</p><ul><li>Administer and maintain Oracle Hyperion Financial Management (HFM) applications and related components.</li><li>Configure, patch, upgrade, and monitor system performance to ensure peak functionality.</li><li>Ensure data integrity, system security, and operational reliability.</li><li>Collaborate with cross-functional finance and IT teams to support month-end, quarter-end, and year-end close processes.</li><li>Manage metadata, data loading, mapping, and validation processes for internal reporting accuracy.</li><li>Establish and maintain governance standards including detailed documentation for processes and configurations.</li><li>Provide advanced support to end-users, address system issues, and lead continuous improvement initiatives.</li><li>Support internal controls and ensure SOX compliance for financial systems.</li></ul><p><br></p>
  • 2025-10-15T21:04:01Z
Project Coordinator
  • Parsippany, NJ
  • onsite
  • Permanent
  • 60000.00 - 80000.00 USD / Yearly
  • We are looking for a detail-oriented Project Coordinator to join our team in Fairfield, New Jersey. In this role, you will play a vital part in managing financial records, assisting with project coordination, and ensuring the smooth operation of bookkeeping tasks. This position requires a strong background in accounting and organizational skills to support day-to-day operations effectively.<br><br>Responsibilities:<br>• Manage bookkeeping tasks, including maintaining accurate financial records and ensuring timely data entry.<br>• Oversee accounts payable and receivable processes, ensuring accuracy and adherence to deadlines.<br>• Perform bank reconciliations to verify financial transactions and maintain accurate account balances.<br>• Utilize QuickBooks to track expenses, generate reports, and manage financial data efficiently.<br>• Coordinate with project teams to ensure financial aspects of projects are completed accurately and on time.<br>• Assist in preparing financial summaries and reports for management review.<br>• Monitor and resolve discrepancies in financial records and transactions.<br>• Support the project management team with administrative and financial tasks as needed.<br>• Maintain organized and accessible documentation of all financial and project-related data.<br>• Collaborate with vendors and clients to resolve billing and payment issues.
  • 2025-10-10T15:04:24Z
MEP Engineer
  • Parsippany, NJ
  • onsite
  • Permanent
  • 150000.00 - 180000.00 USD / Yearly
  • We are looking for an experienced MEP Engineer to join our team in Fairfield, New Jersey. The ideal candidate will bring expertise in bookkeeping and financial management, ensuring our construction projects remain financially organized and compliant.<br><br>Responsibilities:<br>• Manage and maintain accurate bookkeeping records for all financial transactions.<br>• Utilize QuickBooks to oversee accounts payable (AP) and accounts receivable (AR) processes.<br>• Perform timely bank reconciliations to ensure financial records align with bank statements.<br>• Track and report financial data related to construction projects, providing insights to management.<br>• Assist in preparing financial statements and reports for internal and external use.<br>• Ensure compliance with company policies and industry standards in financial processes.<br>• Collaborate with project managers to monitor budgets and project costs.<br>• Identify discrepancies in financial records and resolve issues promptly.<br>• Support audits and provide necessary documentation as required.
  • 2025-10-10T15:09:08Z
Accounts Payable Clerk
  • New York, NY
  • onsite
  • Temporary
  • 17.10 - 19.80 USD / Hourly
  • <p>We are looking for a detail-oriented part-time Accounts Payable Clerk to join our team in New York, New York. This is a long-term contract position that requires a dedicated individual to manage invoice processing and ensure accurate financial recordkeeping. The role is fully on-site and provides an excellent opportunity to contribute to a dynamic and creative environment.</p><p><br></p><p>Responsibilities:</p><p>• Process approximately 50 invoices weekly with precision and efficiency.</p><p>• Ensure proper coding and entry of invoices into the accounting system.</p><p>• Perform check runs and maintain accurate payment records.</p><p>• Collaborate with team members to address and resolve discrepancies in invoices.</p><p>• Assist with ad-hoc financial projects and tasks as needed.</p><p>• Utilize QuickBooks for invoice processing and financial management.</p><p>• Maintain organized documentation for audit and compliance purposes.</p><p>• Support the team in maintaining accurate accounts payable records.</p><p>• Leverage Microsoft Excel to analyze and report financial data.</p>
  • 2025-10-16T17:58:51Z
Accounting Manager/Supervisor
  • Hicksville, NY
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations and ensure the accuracy of accounting processes. This role requires a meticulous individual with a strong understanding of general ledger management, financial statement audits, and month-end closing procedures. Based in Westbury, New York, this position offers an excellent opportunity to contribute to the financial health of the organization.<br><br>Responsibilities:<br>• Lead month-end closing activities, ensuring accurate and timely completion of all financial reports.<br>• Manage and maintain the general ledger, ensuring all transactions are properly recorded and reconciled.<br>• Oversee financial statement audits, collaborating with auditors to provide necessary documentation and resolve queries.<br>• Perform detailed account reconciliations to ensure the integrity of financial data.<br>• Prepare and post journal entries, ensuring compliance with accounting standards and regulations.<br>• Monitor and analyze financial data to identify discrepancies and implement corrective actions.<br>• Develop and maintain accounting policies and procedures to enhance operational efficiency.<br>• Provide guidance and support to less experienced accounting staff, fostering their growth and development.<br>• Collaborate with cross-functional teams to streamline accounting processes and improve reporting accuracy.
  • 2025-09-19T18:54:10Z
Accounts Receivable Supervisor/Manager
  • New York, NY
  • onsite
  • Temporary
  • 40.00 - 50.00 USD / Hourly
  • We are looking for an experienced Accounts Receivable Supervisor or Manager to join our team in New York, New York. This long-term contract position offers an exciting opportunity to oversee key financial operations while ensuring accuracy and efficiency in accounts receivable processes. Ideal candidates will bring a strong background in financial management, particularly within the insurance industry.<br><br>Responsibilities:<br>• Oversee and manage all accounts receivable operations, ensuring timely and accurate processing of invoices and payments.<br>• Supervise cash application procedures to maintain accuracy in financial records and reporting.<br>• Prepare and analyze aging reports to monitor outstanding balances and implement effective collection strategies.<br>• Manage billing functions to ensure compliance with company policies and industry standards.<br>• Utilize NetSuite to streamline financial workflows and maintain organized records.<br>• Collaborate with internal teams to resolve discrepancies and improve overall accounts receivable processes.<br>• Generate detailed reports for senior management, providing insight into accounts receivable performance.<br>• Implement best practices to optimize financial operations and maintain compliance with regulations.
  • 2025-10-17T13:53:48Z
Controller
  • Woodbridge, NJ
  • onsite
  • Temporary
  • 66.50 - 77.00 USD / Hourly
  • <p>We are looking for an experienced Controller to join our team in Woodbridge, New Jersey, on a long-term contract basis. In this role, you will play a pivotal part in overseeing financial operations, ensuring accurate documentation, and driving month-end close processes. This position offers the opportunity to work closely with the VP of Finance while managing a small team and contributing to the company’s financial success.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage the documentation process, ensuring accuracy and compliance.</p><p>• Oversee month-end close procedures, including reconciliations and financial reporting.</p><p>• Provide leadership to accounts payable and accounts receivable clerks, ensuring efficient workflows.</p><p>• Collaborate with the VP of Finance to improve financial operations and strategies.</p><p>• Utilize advanced Excel skills to analyze and organize financial data.</p><p>• Maintain and update financial records within the Epicor ERP system.</p><p>• Conduct audits and reviews to ensure the integrity of financial documentation.</p><p>• Develop and implement best practices for scanning and compiling financial documents.</p><p>• Ensure compliance with company policies and regulatory requirements.</p>
  • 2025-10-14T14:14:20Z
Controller
  • Jericho, NY
  • onsite
  • Permanent
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>Controller - Healthcare Industry Expertise</strong></p><p><strong>Anna Parson at Robert Half</strong> is seeking an experienced <strong>Controller</strong> to lead the financial operations of a healthcare-focused organization. The ideal Controller candidate will bring deep expertise in accounting, systems conversions/implementations, regulatory compliance, and process optimization within the healthcare, hospital, or medical practice industry.</p><p><br></p><p><strong>As the Controller, you will: </strong></p><ul><li>Manage and oversee all core accounting operations, including financial reporting, payroll, and month-end close, ensuring compliance with GAAP and healthcare regulations.</li><li>Lead system implementations and optimizations (Workday/SAP/Oracle/NetSuite preferred) while driving process automation and operational efficiencies.</li><li>Establish and maintain robust internal controls, safeguard assets, and ensure smooth management of internal and external audits.</li><li>Build, mentor, and lead the accounting team while collaborating with senior leadership to deliver financial insights and support strategic initiatives, including special projects and M& A activities.</li></ul><p><strong>Controller </strong>role offers an exciting opportunity to make a meaningful impact by streamlining financial operations, enhancing compliance, and driving innovation within the healthcare finance sector.</p><p>Contact Anna Parson at Robert Half for confidential and immediate consideration! Ready to take the next step in your career? <strong>Apply now!</strong></p>
  • 2025-10-15T23:24:20Z
Sr. Accountant
  • Lawrenceville, NJ
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to join our team in the Lawrenceville, New Jersey area. This role is an excellent opportunity for someone who excels in financial management and compliance. The ideal candidate will play a key role in maintaining accurate financial records and ensuring adherence to accounting standards.</p><p><br></p><p>Responsibilities:</p><p>• Manage the general ledger, including preparation and reconciliation of accounts to ensure accuracy and completeness.</p><p>• Oversee compliance with GAAP accounting principles and ensure all financial reporting meets regulatory standards.</p><p>• Conduct regular asset inventory reviews and maintain accurate records of company assets.</p><p>• Prepare financial statements and reports, providing insights and recommendations to support strategic decision-making.</p><p>• Collaborate with auditors during internal and external audits, supplying necessary documentation and explanations.</p><p>• Analyze financial discrepancies and implement corrective actions to improve processes.</p><p>• Support budgeting and forecasting activities by providing detailed financial analysis.</p><p>• Ensure timely and accurate processing of payroll, accounts payable, and accounts receivable.</p><p>• Monitor and improve internal controls to safeguard company assets and enhance operational efficiency.</p>
  • 2025-09-19T20:54:07Z
Sr. Portfolio Manager
  • Bridgewater, NJ
  • onsite
  • Permanent
  • 140000.00 - 160000.00 USD / Yearly
  • <p>We are looking for an experienced Sr. Portfolio Manager. In this role, you will be at the forefront of developing and implementing portfolio management strategies, establishing compliance frameworks, and producing strategic reporting analytics. </p><p><br></p><p>Responsibilities</p><ul><li>Develop and enhance portfolio management strategies, including project selection, prioritization, compliance, risk management, and resource allocation.</li><li>Align portfolio projects and programs with organizational strategic goals to maximize value delivery.</li><li>Partner with project and program managers to ensure individual initiatives align with overall portfolio objectives.</li><li>Continuously evaluate portfolio performance, identify improvement opportunities, and drive initiatives to enhance efficiency and impact.</li><li>Oversee resource distribution across projects to optimize performance and mitigate constraints.</li><li>Build and maintain strong relationships with executive leadership, project sponsors, and business unit leaders.</li><li>Establish and enforce compliance frameworks and guidelines for IT portfolio management.</li><li>Ensure adherence to regulatory requirements, industry standards, and internal governance policies.</li><li>Conduct audits and assessments to verify portfolio-wide compliance with security, regulatory, and governance standards.</li><li>Stay informed of regulatory changes and industry trends, updating portfolio management practices accordingly.</li><li>Provide strategic reporting, analytics, and financial insights to support portfolio decision-making.</li><li>Monitor and report on portfolio performance, including project outcomes and value realization.</li><li>Develop performance metrics and dashboards to track portfolio success and impact.</li><li>Prepare detailed reports on portfolio status, budget, risks, and overall performance.</li><li>Manage portfolio budgets by developing, monitoring, and controlling financial plans.</li><li>Present key insights and recommendations to senior management and stakeholders.</li></ul><p><br></p>
  • 2025-10-13T14:58:47Z
Controller
  • Edison, NJ
  • onsite
  • Permanent
  • 140000.00 - 150000.00 USD / Yearly
  • <p>My client, a global logistics/transportation company, is looking for an experienced Controller to oversee the financial operations of our organization based in the Edison, New Jersey area and offers a Hybrid schedule. This role requires a strategic leader who can manage fiscal functions, evaluate financial performance, and provide insights to drive organizational growth. The ideal candidate will bring expertise in financial planning, reporting, and compliance, ensuring the company’s financial stability and success.</p><p><br></p><p>Responsibilities:</p><p>• Direct and oversee the organization's financial functions, including planning, developing, and evaluating fiscal strategies.</p><p>• Manage all aspects of financial operations such as accounts receivable, accounts payable, payroll, general ledger, tax payments, and bank reconciliations.</p><p>• Prepare and monitor budgets, pro-forma financial statements, and expenditure reports to ensure fiscal responsibility.</p><p>• Develop and implement strategic financial plans to align with the company's long-term objectives.</p><p>• Communicate with and evaluate third-party vendors involved in financial operations to ensure seamless collaboration.</p><p>• Assess the impact of new programs, strategies, and regulatory changes on the organization's financial health.</p><p>• Provide timely and accurate analysis of budgets, reports, and financial trends to support leadership decision-making.</p><p>• Establish and enforce policies and procedures that improve operational efficiency and organizational effectiveness.</p><p>• Prepare detailed financial and management reports on a monthly, quarterly, and annual basis.</p><p>• Review and analyze cash flow projections to ensure adequate liquidity for current and future business activities.</p>
  • 2025-09-30T18:59:27Z
Bookkeeper
  • Florham Park, NJ
  • onsite
  • Contract / Temporary to Hire
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a detail-oriented Bookkeeper to join our team in Florham Park, New Jersey. This position offers flexible hours, working three days a week. The ideal candidate will bring expertise in financial operations and demonstrate proficiency in QuickBooks and Microsoft Excel to support essential accounting tasks.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable processes with accuracy and efficiency.<br>• Perform bank reconciliations to ensure financial records align with statements.<br>• Conduct account reconciliations to verify the accuracy of general ledger entries.<br>• Support month-end closing activities by preparing and reviewing financial reports.<br>• Utilize QuickBooks to maintain and update accounting records.<br>• Apply intermediate Excel skills, including pivot tables and VLOOKUP functions, to analyze financial data.<br>• Oversee administrative duties and assist with office management tasks as needed.<br>• Ensure compliance with accounting standards and practices.<br>• Collaborate with team members to streamline financial workflows.
  • 2025-10-21T15:28:52Z
Estimator
  • Parsippany, NJ
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • We are looking for a detail-oriented Estimator to join our team in Fairfield, New Jersey. In this role, you will play a key part in managing financial records, ensuring accuracy in bookkeeping, and supporting construction-related accounting processes. Your expertise in handling accounts payable, accounts receivable, and bank reconciliations will be essential to maintaining smooth financial operations.<br><br>Responsibilities:<br>• Prepare and maintain accurate financial records for the company, ensuring compliance with relevant regulations.<br>• Manage accounts payable and accounts receivable processes, including timely invoice handling and payment reconciliation.<br>• Conduct regular bank reconciliations to verify the accuracy of financial transactions.<br>• Utilize QuickBooks to oversee bookkeeping tasks and generate financial reports.<br>• Collaborate with the construction team to ensure accurate project cost tracking and reporting.<br>• Monitor budgets and expenses, identifying discrepancies and addressing them promptly.<br>• Provide support during audits by organizing and presenting financial documentation.<br>• Maintain up-to-date knowledge of industry-specific accounting practices and standards.<br>• Communicate effectively with vendors, clients, and team members regarding financial matters.<br>• Assist in streamlining financial processes to improve efficiency and accuracy.
  • 2025-10-10T15:09:08Z
Executive Director of Business Operations
  • Westfield, NJ
  • onsite
  • Permanent
  • 190000.00 - 210000.00 USD / Yearly
  • We are looking for an experienced and dynamic Executive Director of Business Operations to provide strategic leadership across financial, human resources, facilities, IT, and operational functions within an educational institution. This role is pivotal in ensuring regulatory compliance, operational efficiency, and fostering a positive environment for staff, students, and families. Based in Scotch Plains, New Jersey, the position serves as a key liaison among the Board of Trustees, the school community, and external stakeholders.<br><br>Responsibilities:<br>• Act as the primary liaison between the Board of Trustees, staff, families, and community stakeholders, ensuring seamless communication and collaboration.<br>• Ensure compliance with federal, state, and local regulations, as well as accreditation standards for private schools serving students with disabilities.<br>• Develop and manage the annual budget, present financial plans for Board approval, and oversee payroll, benefits administration, and vendor relations.<br>• Supervise audits, tax filings, financial reporting, and risk management activities, including property and liability insurance.<br>• Oversee campus maintenance, ensuring buildings, grounds, and equipment are well-maintained and meet health, safety, and regulatory standards.<br>• Lead facility upgrades, renovations, and capital improvement projects to align with strategic objectives.<br>• Provide leadership for the IT team, ensuring reliable and secure technology infrastructure and compliance with cybersecurity and privacy regulations.<br>• Manage human resources functions including hiring, performance evaluations, employee benefits, and fostering a positive workplace culture.<br>• Represent the institution in relationships with accrediting bodies, educational agencies, and relevant associations.<br>• Drive initiatives that promote diversity, inclusion, and workplace safety, while addressing community concerns proactively.
  • 2025-10-03T19:34:29Z
Controller
  • Bohemia, NY
  • onsite
  • Permanent
  • 140000.00 - 200000.00 USD / Yearly
  • <p>Controller opportunity available with industry-leading Bohemia area company. Our client, a well-staffed and stable company, seeks to expand their accounting department to prepare for upcoming growth initiatives. This role may fit for Assistant Controllers who are ready for the next level of challenge, as well as current Controllers, seeking an opportunity to partner with and learn from a terrific CFO. Compensation can vary, will depend on, and align with compatibility of skills / experience / credentials, and other particulars that are priority for this Executive team. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage all accounting operations, ensuring compliance with GAAP standards.</p><p>• Prepare and analyze financial reports, budgets, and forecasts to provide insights for strategic decision-making.</p><p>• Supervise and mentor the accounting team to ensure accuracy and productivity in daily operations.</p><p>• Collaborate with leadership team to implement and monitor financial strategies aligned with organizational goals.</p><p>• Conduct regular audits to identify discrepancies and implement corrective measures.</p><p>• Develop and maintain internal controls to safeguard company assets and financial data.</p><p>• Work closely with external auditors and tax professionals to ensure compliance with regulations.</p>
  • 2025-10-15T17:29:16Z
Controller
  • White Plains, NY
  • onsite
  • Permanent
  • 150000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Controller to take on a leadership role within our organization. This position offers the opportunity to oversee financial operations, guide a dedicated team, and ensure compliance with accounting standards. The ideal candidate will bring a strong background in financial management, auditing, and process improvement.</p><p><br></p><p><strong><u>Qualified candidates (CPA & CPG) can email me at joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of five, fostering a collaborative and productive work environment.</p><p>• Oversee month-end close processes and ensure accurate financial reporting in compliance with GAAP and IFRS standards.</p><p>• Coordinate and manage both internal and external audits to uphold regulatory and compliance requirements.</p><p>• Implement and maintain robust financial controls and systems to support organizational growth.</p><p>• Collaborate with cross-functional teams to deliver financial insights and drive strategic decision-making.</p><p>• Utilize SAP software to streamline financial operations and reporting.</p><p>• Contribute to the development and growth of the team, leveraging prior experience with expanding organizations.</p><p>• Address and resolve complex accounting issues while ensuring adherence to established policies.</p><p>• Identify opportunities for process improvement and execute initiatives to enhance efficiency</p>
  • 2025-10-03T17:05:12Z
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