<p>We are looking for a Compliance/Operations Analyst to join our team in New York, New York. In this role, you will play a vital part in ensuring adherence to regulatory standards and operational excellence within a dynamic financial services environment. The ideal candidate will have a strong understanding of compliance processes and a keen eye for detail.</p><p><br></p><p><u>Client Onboarding</u></p><p>• Review and process new account documentation</p><p>• Ensure completeness and regulatory accuracy of client files</p><p>• Follow up on missing documentation</p><p>• Maintain organized electronic records</p><p><u>Compliance Support</u></p><p>• Perform KYC, CIP, and AML documentation checks</p><p>• Conduct TRACE trade reporting reviews and reconciliations</p><p>• Assist with internal and external audit preparation</p><p>• Escalate potential compliance concerns appropriately</p><p><u>Credit & Documentation</u></p><p>• Support periodic credit review processes</p><p>• Gather and analyze required credit documentation</p><p>• Ensure alignment with internal policies and regulatory requirements</p><p><u>Operational Support</u></p><p>• Track workflow deadlines and maintain process integrity</p><p>• Update internal systems accurately and consistently</p><p>• Communicate effectively with internal stakeholders</p>
<p>Our client is in the process of getting registered as a broker-dealer and futures commission merchant and are looking for a consultant to provide compliance support.</p><p><br></p>
<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>We are looking for an experienced Data Security Analyst. This long-term contract position requires a detail-oriented individual with a strong background in Active Directory management and advanced cybersecurity practices. The ideal candidate will excel in troubleshooting, technical execution, and utilizing tools to safeguard enterprise systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead technical operations and execution within complex, multi-site Active Directory environments.</p><p>• Perform advanced troubleshooting to diagnose and resolve Active Directory issues efficiently.</p><p>• Develop and implement PowerShell scripts to automate tasks and enhance system functionality.</p><p>• Collaborate with teams to ensure compliance with cybersecurity policies and standards.</p><p>• Utilize SIEM tools to monitor and address security incidents effectively.</p><p>• Conduct regular assessments of application security to identify vulnerabilities and implement solutions.</p><p>• Provide expert guidance on cybersecurity strategies to protect enterprise systems.</p><p>• Maintain and enhance security frameworks to safeguard sensitive data.</p><p>• Deliver training and support to teams on best practices for data security.</p><p>• Stay updated on emerging threats and technologies to proactively address security challenges.</p>
<p>We are looking for a detail-oriented Revenue Analyst to join our team in Central New Jersey. This role requires a strong analytical mindset and expertise in healthcare revenue cycles, including payer and commercial insurance processes for surgical procedures. The position offers flexibility, with the option to work remotely or occasionally visit the office.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analyses of revenue cycles, focusing on payer and insurance processes for surgical procedures.</p><p>• Develop and maintain financial reports using tools such as Power BI and Excel to support decision-making.</p><p>• Apply coding principles and classifications to ensure accurate revenue recognition and compliance.</p><p>• Collaborate with management to present findings and recommendations clearly and effectively.</p><p>• Monitor and evaluate revenue trends to identify opportunities for optimization.</p><p>• Ensure proper coding practices are followed to support accurate financial reporting.</p><p>• Support the integration of new practices into the revenue cycle framework as the organization grows.</p><p>• Identify discrepancies in revenue data and implement corrective measures.</p><p>• Provide insights and analytics to improve operational efficiency within the revenue cycle.</p><p>• Partner with cross-functional teams to align revenue strategies with organizational goals.</p>
We are looking for a Funding Analyst to join our team in Stamford, Connecticut. In this role, you will evaluate the financial health of companies seeking funding and help structure deals to meet their needs. This is a long-term contract position that offers the opportunity to work in a collaborative and dynamic environment.<br><br>Responsibilities:<br>• Conduct detailed assessments of client creditworthiness to support funding decisions.<br>• Analyze financial data and company performance to evaluate potential investment opportunities.<br>• Collaborate with team members to structure funding deals that align with company objectives.<br>• Prepare and deliver financial reports, including ad hoc analyses, to support decision-making processes.<br>• Manage and update customer relationship management (CRM) systems to track client interactions and deal progress.<br>• Perform in-depth credit analyses to determine eligibility and risk levels for funding.<br>• Assist in the development of strategies for improving financial outcomes and deal structures.<br>• Participate in meetings with stakeholders to discuss findings and recommendations.<br>• Ensure compliance with internal standards and external regulations during the analysis and deal structuring process.
<p>We are looking for a dedicated Financial Analyst to join our team! This role offers the opportunity to contribute to meaningful financial insights while honing your analytical skills! Opportunity for growth beyond!</p><p><br></p><p>Responsibilities:</p><p>• Perform in-depth revenue analysis to identify trends and opportunities for growth.</p><p>• Utilize advanced Excel skills to manage and interpret financial data effectively.</p><p>• Assist in the preparation of financial forecasts and budgets.</p><p><br></p>
<p><strong>Position Overview:</strong></p><p>We are seeking an analytical and detail-oriented Financial Analyst with advanced skills in Excel and experience working with large data sets. The ideal candidate will have exposure to core accounting functions and a strong track record of collaborating across departments. This is an onsite role in Stamford, offering the opportunity to work with multiple stakeholders and support critical business decision-making through data-driven analysis.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze, interpret, and manipulate large data sets to provide actionable insights and support financial planning and forecasting.</li><li>Develop and maintain complex Excel models, using advanced functions such as pivot tables, VLOOKUPs, and data visualization tools.</li><li>Support month-end close, variance analysis, and other core accounting processes.</li><li>Prepare financial reports and presentations for management and cross-functional teams.</li><li>Partner with accounting, operations, and other internal teams to collect, validate, and reconcile financial data.</li><li>Identify trends, risks, and opportunities to support strategic initiatives.</li><li>Recommend process improvements to increase efficiency in data collection, analysis, and reporting.</li></ul><p><br></p>
<p>We are seeking a results-driven Financial Analyst/Associate (Pricing) to join our Finance & Analytics team. In this role, you will play a key part in developing and executing pricing strategies, analyzing customer profiles and market dynamics to optimize decisions that drive profitability and long-term value. You will build, maintain, and enhance pricing models to support business partners and actively identify process improvements that lead to greater operational outcomes. This position is ideal for a strategic thinker with strong analytical skills who thrives on transforming complex data into actionable business recommendations.</p>
<p>We are looking for a dedicated Financial Analyst to join our team in Upper Saddle River, New Jersey. The ideal candidate will excel in financial analysis and modeling, supporting the organization’s decision-making process with accurate insights and data-driven recommendations. This role is an excellent opportunity for someone who is detail-oriented and passionate about turning complex financial data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily financial operations for the speaker bureau, including budgeting, forecasting, accruals, and variance analysis</li><li>Develop and oversee Statements of Work (SOWs), ensuring required approvals</li><li>Create and manage budgets, proposals, and complex SOWs</li><li>Prepare and deliver monthly budgets, accrual reports, and financial updates</li><li>Partner with Program Directors to review monthly accruals</li><li>Ensure accurate reconciliations and client-ready financial reports</li><li>Provide invoicing details to Accounts Receivable for timely billing</li><li>Set up new projects, including job numbers and records</li><li>Ensure compliance with internal and client SOPs</li><li>Support client meetings, accrual discussions, and process improvement efforts</li></ul>
We are looking for an experienced Financial Analyst to join our team in New York, New York. This position plays a key role in managing budgets, overseeing financial reporting, and ensuring compliance with grant agreements. As part of our non-profit organization, you will collaborate closely with program and regional staff to support financial planning and analysis for global programs and initiatives.<br><br>Responsibilities:<br>• Collaborate with program and regional teams to create detailed budgets and forecasts for various programs, grants, departments, and offices worldwide.<br>• Manage financial reporting across departments, regions, and grants, ensuring adherence to specific guidelines outlined in grant agreements.<br>• Provide guidance to departments and regional staff on budgeting, allocation processes, and financial reporting requirements.<br>• Develop and maintain templates for restricted and unrestricted grant budget-to-actual reports, ensuring accurate tracking and timely updates.<br>• Monitor grant balances and prepare detailed reports on a monthly basis or as requested.<br>• Support the organization in meeting financial compliance standards for both restricted and unrestricted funding sources.<br>• Analyze financial data to identify trends and provide actionable insights for decision-making.<br>• Ensure proper allocation of resources in alignment with organizational goals and grant requirements.<br>• Assist in preparing financial models to evaluate program feasibility and sustainability.<br>• Work closely with leadership to improve financial processes and reporting mechanisms.
We are looking for a detail-oriented Financial Analyst to join our team in Parsippany, New Jersey. This role involves supporting sales systems, managing trade spend analytics, and enhancing forecasting processes to drive strategic decision-making. The ideal candidate will excel in data analysis, process improvement, and cross-functional collaboration.<br><br>Responsibilities:<br>• Maintain and improve BluePlanner systems to ensure the accuracy of pricing, promotions, customer hierarchies, and trade budgets.<br>• Provide direct support to Sales Managers by guiding system navigation and promoting effective use of tools.<br>• Audit system entries to identify and resolve discrepancies, ensuring continuous improvement in data integrity.<br>• Develop tools and frameworks to monitor trade spend and deliver insights for strategic decision-making.<br>• Analyze promotional performance using syndicated data to identify trends and recommend actionable improvements.<br>• Collaborate with Sales Managers to conduct quarterly trade reviews, presenting insights and corrective actions.<br>• Partner with Sales and Operations teams to validate and refine forecast inputs, ensuring alignment with business goals.<br>• Enhance forecasting processes and tools to improve visibility and accuracy in volume estimations.<br>• Identify opportunities to automate and streamline reporting processes, boosting operational efficiency.<br>• Translate complex data into actionable insights and recommendations for cross-functional teams.
We are looking for a highly skilled Benefits Analyst to join our team in New York, New York. This is a long-term contract opportunity within the dynamic advertising industry, offering an exciting chance to contribute to comprehensive benefits management and coordination. The ideal candidate will excel at navigating complex situations, providing exceptional support, and ensuring seamless benefits administration.<br><br>Responsibilities:<br>• Manage inquiries related to Leave of Absence policies, including associated benefits such as health, welfare, commuter plans, pay cycles, and eligibility.<br>• Receive training on medical plans and organizational terms to effectively address benefits-related questions and navigate public benefits platforms.<br>• Communicate directly with agencies to resolve issues and ensure compliance, often in high-pressure situations.<br>• Provide proactive problem-solving by identifying and addressing gaps in benefits processes.<br>• Deliver outstanding customer service by engaging with stakeholders and maintaining positive relationships.<br>• Coordinate benefits programs to ensure accuracy and adherence to company policies and regulations.<br>• Analyze benefits data to identify trends and recommend improvements.<br>• Collaborate with various departments to ensure proper implementation and communication of benefits initiatives.<br>• Maintain up-to-date knowledge of FMLA and other relevant laws to ensure compliance in all benefits activities.
We are looking for a detail-oriented Treasury Analyst to join our team in Bridgewater, New Jersey. In this long-term contract position, you will play a pivotal role in managing treasury operations and ensuring efficient cash flow processes. The ideal candidate will have a strong background in corporate treasury functions and a proactive approach to improving financial strategies.<br><br>Responsibilities:<br>• Oversee daily treasury operations, including cash flow management and forecasting.<br>• Develop and maintain accurate cash flow forecasts to support financial decision-making.<br>• Collaborate with internal teams to optimize corporate treasury functions and processes.<br>• Monitor and analyze financial risks to ensure compliance with industry standards and regulations.<br>• Prepare detailed reports and presentations on treasury activities for management review.<br>• Support the implementation of strategies to enhance liquidity and maximize returns.<br>• Conduct thorough analysis of financial transactions to ensure accuracy and efficiency.<br>• Manage relationships with banking partners and external financial institutions.<br>• Ensure adherence to corporate treasury policies and procedures.<br>• Assist in the evaluation and improvement of financial systems and tools.
<p>We are looking for a skilled Business Analyst to join a dynamic construction company in West Babylon, New York. In this role, you will utilize your analytical expertise to evaluate processes, identify gaps, and recommend solutions that align with business goals. This position offers an opportunity to collaborate with cross-functional teams and contribute to optimizing operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business processes to identify inefficiencies and recommend improvements.</p><p>• Conduct gap analysis to assess discrepancies between current and desired states.</p><p>• Review and evaluate documentation to ensure compliance with organizational standards.</p><p>• Provide customer service support through call center operations when needed.</p><p>• Interpret data and create detailed reports to aid in decision-making processes.</p><p>• Work closely with construction teams to align business objectives with operational needs.</p><p>• Develop cost-effective solutions that enhance performance and reduce waste.</p><p>• Facilitate meetings and workshops to communicate findings and project updates effectively.</p>
We are looking for a skilled and detail-oriented Business Analyst to contribute to the development and improvement of our Global Portal. In this role, you will work closely with diverse teams, including Product Management, IT, Operations, and Business Stakeholders, to create solutions that enhance the digital experience for customers. This is a long-term contract position based in Piscataway, New Jersey.<br><br>Responsibilities:<br>• Analyze and document business, functional, and non-functional requirements by conducting workshops, interviews, and system evaluations.<br>• Develop detailed process maps to identify inefficiencies, gaps, and opportunities for optimization and automation.<br>• Collaborate with cross-functional teams to create and maintain clear use cases and workflow diagrams.<br>• Facilitate alignment among Product Management, Development, QA, and Stakeholders to ensure mutual understanding of priorities and requirements.<br>• Support the testing phase by creating test cases, assisting in execution, and validating results during User Acceptance Testing.<br>• Provide training and knowledge transfer for both internal teams and external customers, ensuring seamless adoption of new features.<br>• Act as a subject matter expert for the Global Portal, ensuring consistency in customer experience across different regions and products.<br>• Partner with change management teams to prepare businesses for new portal enhancements and ensure successful implementation.<br>• Coordinate with Product and Program Managers to monitor project progress, address risks, and manage scope adjustments.
We are looking for a highly skilled Business Analyst to join our team in Melville, New York. This role will be pivotal in managing enterprise systems, driving process improvements, and ensuring seamless integration across business applications. The ideal candidate will excel at bridging technical solutions with business needs, fostering collaboration among diverse teams, and delivering impactful results.<br><br>Responsibilities:<br>• Oversee the architecture, configuration, and data flow of enterprise platforms, ensuring optimal system performance and reliability.<br>• Lead integration efforts between business applications to facilitate efficient and accurate data exchange.<br>• Manage upgrades and enhancements for systems to maintain stability and modern functionality.<br>• Identify and implement process improvements to enhance operational efficiency and reduce manual tasks.<br>• Develop and automate workflows to streamline operations across engineering, production, and administrative teams.<br>• Act as a liaison between internal teams, external consultants, and software providers to translate business needs into actionable solutions.<br>• Drive the execution of system rollouts, upgrades, and improvement projects, ensuring timely and budget-conscious delivery.<br>• Design dashboards, reports, and analytical tools to support decision-making and improve operational visibility.<br>• Maintain and organize SharePoint sites, including permissions and document management.<br>• Deliver training sessions, create documentation, and provide user support to ensure effective system usage and adherence to policies.
<p>Accelerated growth has led us to seek an experienced Business Analyst to optimize our operations systems, streamline integrations, and enhance business intelligence capabilities. Reporting directly to the Director of Digital Product, you'll drive the continuous improvement and effective use of technology to elevate our operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with Operations and Product teams to identify, document, and solve complex WMS and backend system challenges.</p><p>• Provide software analysis and requirements when it comes to operational implementations, (EDI, Shipping methods, WMS systems, Automation)</p><p>• Coordinate data transfer / API troubleshooting and liaise effectively between vendors and internal Product Team members, ensuring accurate communication of technical issues.</p><p>• Design, execute, and oversee rigorous system testing and validation processes, particularly within sandbox environments for WMS or supply chain applications</p><p>• Support integration projects with external vendors and actively contribute to requirements development.</p><p>• Conduct detailed business intelligence and data analysis, identifying critical issues related to customs duties, postage fees, and other operational expenditures to avoid financial losses.</p><p>• Actively contribute to Operational technical system requirements such as Quickbase and CMMS</p><p> Troubleshoot and analyze software issues related to fulfillment and other operational technologies</p><p>Qualifications:</p><p>• 4+ years of experience supporting or implementing software systems, preferably in product management or business analysis roles.</p><p>• 4+ years combined experience in warehouse management systems (WMS), supply chain technologies, EDI implementations, or similar domains.</p><p>• Experience performing rigorous software testing and validation in Agile environments.</p><p>• Ability to read, interpret, and communicate API functionality effectively.</p><p>• Excellent documentation and communication skills, capable of clearly translating complex requirements across teams.</p><p>• Strong analytical and technical troubleshooting skills; able to communicate clearly and propose actionable solutions.</p><p>• A collaborative, solution-focused mindset, able to manage projects independently from conception through implementation.</p><p>• Proactive, organized, and detail-oriented, with excellent interpersonal and communication abilities.</p><p>• A passion for continuous learning and adapting quickly to evolving challenges.</p><p>• Willingness and ability to be present onsite or maintain frequent visits to facilitate smooth operations, knowledge transfer, and team collaboration.</p>
<p>We are looking for a highly organized and solutions-driven Trade Compliance Manager to build and lead our import compliance function. This role will play a key part in ensuring adherence to U.S. customs requirements, trade regulations, and internal controls while supporting operational efficiency. The right candidate brings hands-on compliance experience and enjoys creating structure, processes, and programs from the ground up.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p><strong>Build & Lead the Compliance Program</strong></p><ul><li>Develop and roll out a company-wide import compliance framework aligned with business operations</li><li>Create, update, and maintain policies, procedures, and internal controls related to trade compliance</li></ul><p><strong>Ensure Regulatory Accuracy</strong></p><ul><li>Oversee proper tariff classification, valuation, and country-of-origin determinations</li><li>Stay current on regulatory changes and advise internal teams on potential business impact</li></ul><p><strong>Manage Import Documentation</strong></p><ul><li>Review and maintain import records including invoices, packing lists, and customs filings</li><li>Ensure documentation retention meets regulatory requirements</li></ul><p><strong>Training & Cross-Functional Support</strong></p><ul><li>Design and deliver compliance training for procurement, logistics, finance, and related teams</li><li>Act as a resource across departments, reinforcing best practices and compliance awareness</li></ul><p><strong>Audit, Risk & Continuous Improvement</strong></p><ul><li>Perform internal reviews to identify exposure areas and implement corrective actions</li><li>Drive ongoing improvements to reduce risk and strengthen controls</li></ul><p><strong>External Partner Management</strong></p><ul><li>Oversee relationships with customs brokers and freight partners</li><li>Hold third parties accountable to internal compliance standards</li></ul><p><strong>Reporting & Leadership Communication</strong></p><ul><li>Prepare compliance updates, metrics, and risk assessments for senior leadership</li><li>Serve as the main point of contact for customs inquiries and audits</li></ul><p><br></p><p><br></p>
<p>Our team is seeking a motivated Import Specialist for a temp-to-hire opportunity with a reputable & growing company located in Uniondale, NY. In this role, you will support import operations, ensure compliance with customs regulations, and provide excellent communication with vendors and internal teams. This is an excellent chance to build your career in international logistics while working in a face paced environment.</p><p><br></p><p><strong>Key Duties:</strong></p><ul><li>Coordinate and track import shipments to ensure timely delivery</li><li>Prepare and review import documentation (invoices, bills of lading, packing lists, etc.)</li><li>Communicate with customs brokers, freight forwarders, and vendors to resolve shipment issues</li><li>Ensure compliance with U.S. customs laws and import regulations</li><li>Manage database entries and maintain accurate records for all import transactions</li><li>Assist with tariff classifications, duty calculations, and audits</li><li>Collaborate with internal teams to support business needs</li></ul>
<p>Epic MyChart Analyst (Senior-Level)</p><p><strong>Overview</strong></p><p>Senior subject matter expert responsible for leading the design, build, and delivery of complex, large-scale patient engagement solutions within Epic MyChart. This role owns initiatives end-to-end, enhances the digital patient experience, and aligns solutions with Epic Foundation principles and business objectives, while mentoring team members.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead design and configuration of advanced MyChart features (scheduling, PROs, third-party integrations)</li><li>Manage full project lifecycle, ensuring delivery on time and within scope</li><li>Translate business needs into technical design; serve as key stakeholder contact</li><li>Facilitate design sessions and present to technical and non-technical audiences</li><li>Develop and oversee testing strategies for enhancements</li><li>Ensure adherence to Epic standards while delivering innovative solutions</li><li>Drive development of high-impact, patient-facing features</li><li>Mentor and support team members </li></ul><p><br></p>
<p>We are looking for a motivated and detail-oriented Financial Analyst to join our team in Jersey City, New Jersey. This position is ideal for someone eager to develop their skills in financial reporting, data analysis, and market research. As a long-term contract role, it offers the opportunity to collaborate with internal teams, contribute to critical projects, and grow professionally in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Ensure the accurate and timely maintenance of system data for reporting purposes.</p><p>• Assist with pricing updates, validate sales data, and monitor overall performance metrics.</p><p>• Coordinate with various internal teams to streamline processes and ensure operational efficiency.</p><p>• Provide administrative support and handle ad-hoc tasks as needed.</p><p>• Contribute to the development of financial models and data visualizations.</p><p>• Analyze financial trends and market data to support decision-making.</p><p>• Prepare presentations and reports to effectively communicate analytical findings.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Norwalk, Connecticut. In this role, you will support financial planning, analysis, and reporting for various events and trade shows, ensuring the accuracy of revenue and expense data. This is a long-term contract opportunity that offers a hybrid work arrangement, combining both in-office and remote work.<br><br>Responsibilities:<br>• Analyze revenue and expenses against budgets and forecasts, preparing detailed reports to highlight trends and variances.<br>• Develop comprehensive event budgets, financial forecasts, and strategic projections to support decision-making.<br>• Collaborate with event teams to establish financial guidelines and ensure timely reporting across the event cycle.<br>• Review and approve purchase orders, invoices, and expense reports to ensure compliance with company policies.<br>• Monitor general ledger accounts, prepare journal entries, and reconcile accounts to maintain financial accuracy.<br>• Provide financial guidance to event teams, including reviewing contracts and mapping financial structures.<br>• Assist with accounts receivable processes, including collections and evaluating bad debt reserves.<br>• Support on-site financial operations during trade shows, including reconciling cash receipts and verifying revenue reports.<br>• Recommend and implement best practices to optimize financial processes and support event teams effectively.<br>• Perform ad hoc financial analyses and reporting as needed to address specific business needs.