<p>We are looking for a detail-oriented Entry Level Analyst. This Long-term Contract position is well suited for someone who enjoys working with large data sets, identifying meaningful trends, and communicating findings clearly to internal teams. The role offers the opportunity to contribute to recurring analysis as well as special projects while building hands-on experience with reporting tools and business systems.</p><p><br></p><p>Responsibilities:</p><p>• Analyze operational and financial data using spreadsheets and reporting tools to identify patterns, variances, and actionable insights.</p><p>• Gather information from multiple sources, organize findings, and share clear updates with team members and stakeholders.</p><p>• Prepare and maintain Excel-based reports, trackers, and summaries that support day-to-day business decisions.</p><p>• Assist with ad hoc analytical assignments and special projects based on changing business needs.</p><p>• Support data validation efforts to improve reporting accuracy and consistency across the team.</p><p>• Contribute to dashboarding and visualization tasks, including Power BI reporting when applicable.</p><p>• Work with SAP data and related business systems to extract information and support analysis activities.</p><p>• Participate in system-related reporting support and training activities connected to business process updates as needed.</p>
<p><strong>Join our Full-Time Engagement Professionals team in Accounting & Finance and build a career with variety, stability, and impact.</strong> As a full-time employee of Robert Half, you’ll work on critical client projects, support interim initiatives, and gain exposure to diverse industries and business environments—all while enjoying the continuity of full-time employment. If you’re an accounting or finance professional who thrives on solving problems, adding value quickly, and expanding your experience, this is a unique opportunity to grow your career while making a meaningful difference.</p><p><br></p><p><strong><u>Financial Analyst – Full-Time Engagement Professionals</u></strong></p><p>Grow your finance career with a role that offers both stability and variety. As a <strong>Financial Analyst</strong> on our <strong>Full-Time Engagement Professionals</strong> team, you’ll be a full-time employee of our company, supporting clients on critical projects and interim assignments while gaining exposure to different industries, systems, and financial environments. </p><p><br></p><p><strong>What you’ll do:</strong></p><ul><li>Analyze financial data and trends to support business decision-making.</li><li>Prepare budgeting, forecasting, and financial modeling analyses.</li><li>Develop and maintain financial reports, dashboards, and performance metrics.</li><li>Support strategic initiatives, variance analysis, and process improvement projects.</li></ul><p><strong>What we’re looking for:</strong></p><ul><li>Experience in financial analysis, budgeting, forecasting, or related finance functions.</li><li>Knowledge of financial reporting, variance analysis, and financial modeling concepts.</li><li>Strong Excel, analytical, communication, and problem-solving skills.</li><li>Adaptability and the ability to make an immediate impact in diverse business environments.</li></ul><p><strong>Why join this team?</strong></p><p>Full-Time Engagement Professionals are full-time employees available for deployment on client critical projects or interim work, giving clients access to a larger pool of talent, continuity, and the ability to re-engage top professionals for future needs.</p>
We are looking for a Financial Analyst to support financial planning, reporting, and day-to-day fiscal operations for a university environment in Hoboken, New Jersey. This Long-term Contract position follows a 35-hour workweek and requires an on-campus presence at least three days each week. The person in this role will partner with faculty, staff, and research stakeholders to help maintain sound budget oversight, accurate reporting, and effective use of financial systems.<br><br>Responsibilities:<br>• Manage daily financial activities for the school and dean’s office, ensuring transactions are handled accurately and in alignment with established policies.<br>• Review and authorize financial activity in Workday, including spending transactions, budget updates, and hiring-related requisitions.<br>• Provide guidance to faculty, staff, and students on financial procedures while answering questions related to budgets, approvals, and fiscal practices.<br>• Train new employees on Workday navigation and on how to interpret financial reports and budget information.<br>• Act as the key finance contact for sponsored and grant-related matters, coordinating with research administration and accounting teams as well as principal investigators.<br>• Prepare, update, and analyze spreadsheets, forms, records, and supporting documentation to maintain reliable financial data and reporting schedules.<br>• Develop monthly forecasts and create recurring financial reports that compare budgets to actual results across departmental, gift, startup, and research-related funds.<br>• Evaluate department and faculty funding requests, summarize budget impacts, and provide informed recommendations for approval decisions.<br>• Monitor payroll default accounts and research incentive or seed funding accounts, coordinating salary-related updates with departments under established guidelines.<br>• Support annual budget preparation, use Tableau for budgeting and forecasting analysis, and contribute to special projects within the dean’s office as needed.
We are looking for a Financial Analyst to support business performance through thoughtful analysis, practical recommendations, and close partnership with cross-functional teams in Wayne, New Jersey. This role is ideal for someone who understands retail or wholesale operations, can interpret financial results with confidence, and brings a proactive mindset to improving reporting and planning processes. The successful candidate will combine strong financial acumen with curiosity, initiative, and the ability to build productive relationships across departments.<br><br>Responsibilities:<br>• Examine financial results, operating trends, and key performance indicators to identify risks, opportunities, and drivers of business performance.<br>• Build and refine financial models, forecasts, and ad hoc analyses that support planning, budgeting, and strategic decision-making.<br>• Partner with department leaders to understand spending priorities, budget usage, and operational needs, translating business activity into financial insight.<br>• Review profit and loss statements, capital expenditures, and retail performance metrics to provide clear recommendations for management.<br>• Conduct variance analysis against budget, forecast, and prior periods, explaining results and highlighting actionable next steps.<br>• Use data mining and analytical techniques to uncover patterns, improve reporting accuracy, and support more informed decisions.<br>• Recommend process enhancements, reporting tools, and workflow improvements that strengthen financial visibility and efficiency.<br>• Collaborate with internal stakeholders on finance-related initiatives, including changes to systems or reporting processes when applicable.
We are looking for a Financial Analyst to support a contract assignment for an environmental services organization based in Stamford, Connecticut. This Contract position calls for someone who is detail oriented and can work effectively with large, complex data sets in a fast-paced, high-volume setting. The ideal candidate brings strong financial systems knowledge, hands-on experience with cash application and accounts receivable activity, and the ability to turn data into clear operational insights.<br><br>Responsibilities:<br>• Analyze high-volume financial and transactional data to identify trends, discrepancies, and opportunities for process improvement.<br>• Manage cash application activities by accurately matching incoming payments to customer accounts and resolving posting exceptions.<br>• Support accounts receivable operations through timely cash posting, payment reconciliation, and follow-up on outstanding items.<br>• Use NetSuite and related tools to review financial records, validate data integrity, and produce actionable reporting.<br>• Navigate large data sets to extract meaningful information for business decisions, forecasting support, and performance tracking.<br>• Partner with internal stakeholders to investigate variances, clarify account activity, and maintain accurate financial documentation.<br>• Contribute to project-based financial work through data mining, structured analysis, and insight generation in a deadline-driven environment.<br>• Leverage technology and analytical tools, including AI-enabled solutions when applicable, to improve efficiency and reporting accuracy.
<p><strong>Job Summary</strong></p><p>We are looking for a Financial Analyst to support budgeting, forecasting, reporting, and business analysis activities. This role will help evaluate financial performance, identify trends, and provide insights to support decision-making. The ideal candidate is analytical, detail-oriented, and comfortable working with large sets of financial data.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial reports, models, and analysis</li><li>Assist with budgeting and forecasting processes</li><li>Analyze trends, variances, and business performance</li><li>Support monthly and quarterly reporting activities</li><li>Develop recommendations based on financial results</li><li>Partner with internal stakeholders to gather and interpret data</li><li>Maintain reporting accuracy and improve analytical processes</li><li>Assist with special projects and ad hoc analysis</li></ul><p><br></p>
<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><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>We are looking for an entry-level AML Analyst to support day-to-day compliance and financial crime prevention activities for a Financial Services organization in Saddle Brook, New Jersey. This Long-term Contract opportunity is well suited for someone who is detail-oriented, analytical, and interested in building hands-on experience in Anti-Money Laundering and financial services. The position will assist with transaction reviews, customer activity monitoring, research, and documentation in a collaborative office environment.</p><p><strong>Responsibilities:</strong></p><p>• Review customer transactions and account activity for unusual or potentially suspicious activity.</p><p>• Assist with AML investigations by researching transactions, customer information, and supporting documentation.</p><p>• Identify potential red flags related to money laundering, fraud, or other financial crimes and escalate concerns appropriately.</p><p>• Review and analyze large amounts of financial and customer data to identify unusual patterns or activity.</p><p>• Perform research using internal systems and other available resources to support AML investigations.</p><p>• Maintain accurate and detailed case notes, investigation records, and supporting documentation.</p><p>• Assist with customer due diligence (CDD) and Know Your Customer (KYC) reviews, including reviewing customer information and documentation.</p><p>• Follow established AML policies, procedures, and regulatory requirements while completing assigned reviews.</p><p>• Work with Excel and internal financial systems to organize data, track investigations, and prepare reports.</p><p>• Support the AML team with additional research, compliance projects, reporting needs, and operational priorities as assigned.</p>
<p>We are looking for a motivated entry-level accounting team member to join a team in<strong> Purchase, New York.</strong> This <strong>Contract-to-Hire</strong> opportunity is well suited for an entry-level or early-career candidate who has a solid grasp of foundational accounting concepts and is eager to build hands-on experience in an office setting. The role is fully on site and offers broad exposure to tax, bookkeeping, payroll, and administrative accounting support, with increased workload expected during tax season.</p><p><br></p><p>Responsibilities:</p><p>• Prepare supporting work for tax filings related to individuals, business entities, estates, and trusts under guidance from senior staff.</p><p>• Assist with forecasting activities by compiling financial information used in tax and financial projections.</p><p>• Perform routine bookkeeping tasks, including recording transactions and maintaining accurate accounting records.</p><p>• Support payroll administration by processing payroll-related data and helping ensure timely completion of payroll activities.</p><p>• Help manage sales tax filings and maintain related documentation for compliance purposes.</p><p>• Review and respond to tax notices by gathering records, organizing details, and assisting with follow-up actions.</p><p>• Conduct data entry with a high level of accuracy, including updating spreadsheets and maintaining financial records.</p><p>• Scan, copy, organize, and assemble tax return documents and other accounting files for internal use and submission.</p><p>• Provide assistance with insurance audit preparation and handle additional clerical or accounting support tasks as needed.</p>
<p>We are looking for an entry-level accounting specialist to support inventory and supply chain-related financial activities for a manufacturing organization in Parsippany, New Jersey. This Long-term Contract position is well suited for someone who enjoys working with detailed data, reconciling records, and helping maintain accurate inventory information in a remote environment. The role offers the opportunity to contribute to day-to-day accounting accuracy while partnering with operational teams on transaction tracking and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Record and maintain inventory-related financial transactions with a high level of accuracy and consistency.</p><p>• Review stock movement data and support ongoing inventory control activities across supply chain operations.</p><p>• Perform reconciliations to identify discrepancies between records, balances, and transaction details, then assist with resolution.</p><p>• Enter, update, and validate large volumes of data within accounting and inventory systems.</p><p>• Use Microsoft Excel tools such as VLOOKUPs and PivotTables to organize information, analyze trends, and support reporting needs.</p><p>• Assist with account-related balancing tasks connected to inventory, payable items, and other transactional records.</p><p>• Support daily documentation and recordkeeping to help ensure reliable audit trails and operational visibility.</p><p>• Work within Sage X3 and related systems to process inventory and financial information as needed.</p>
<p>We are looking for a Finance Manager to support a start-up value-based care organization in Tampa, Florida. The client is seeking someone with experience working in a start-up environment with immature functions in place.</p><p>This Long-term Contract opportunity is ideal for a finance specialist who can strengthen budgeting and forecasting capabilities while helping establish core financial planning processes within a growing healthcare environment. The position will focus on translating complex operational and financial data into actionable insights across SG&A, revenue, and expense planning. Success in this role will require strong modeling expertise, sound business judgment, and the ability to build structure in an evolving organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development of budgeting and forecasting activities across operating expenses, revenue streams, and broader financial plans.</p><p>• Create and maintain financial models that support decision-making related to SG&A, cash flow, cost structure, and business performance.</p><p>• Analyze monthly financial results and partner with stakeholders to explain variances, trends, and emerging risks.</p><p>• Support month-end close processes by preparing financial analyses and ensuring reporting outputs align with business expectations.</p><p>• Build planning frameworks and reporting tools that improve annual operating budget preparation and ongoing forecast accuracy.</p><p>• Evaluate value-based care financial drivers and incorporate relevant assumptions into planning and performance analysis.</p><p>• Partner with leadership to establish scalable finance processes following the organization’s separation from a larger enterprise.</p><p>• Prepare clear financial reports and presentations that help leaders assess performance and guide strategic decisions</p>
We are looking for an Entry Level Accountant to join a growing wealth management firm in Stamford, Connecticut. This opportunity is well suited for someone at the entry level or in the early stages of their career who wants to strengthen foundational accounting skills in a collaborative environment. The person in this role will contribute to core accounting activities, support the monthly close process, and help maintain accurate financial information across the organization.<br><br>Responsibilities:<br>• Record routine journal entries and help keep the general ledger accurate and up to date.<br>• Reconcile bank accounts and other balance sheet accounts by researching discrepancies and resolving variances.<br>• Support month-end accounting activities by organizing financial data and assisting with closing tasks.<br>• Process incoming and outgoing transactions related to accounts payable and accounts receivable with close attention to accuracy.<br>• Prepare supporting schedules and assist in the development of internal financial reports.<br>• Maintain organized accounting records and documentation to support daily operations and reporting needs.<br>• Provide assistance during audit preparation and contribute to ad hoc assignments as business needs arise.
<p>We are looking for an Entry Level Accountant to join a real estate and property organization in Melville, New York. This hybrid opportunity is well suited for someone with a strong foundation in daily transactional accounting who enjoys working with financial data in a fast-paced environment. The position will support core accounting operations, help maintain accurate records, and contribute to timely reconciliations and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, verify supporting documentation, and assist with timely accounts payable activities.</p><p>• Support customer billing and cash application tasks while helping maintain accurate accounts receivable records.</p><p>• Prepare and post routine journal entries to ensure financial transactions are recorded correctly.</p><p>• Reconcile bank statements and investigate discrepancies to keep cash records accurate and up to date.</p><p>• Perform account reconciliations for balance sheet and general ledger accounts on a regular basis.</p><p>• Use Microsoft Excel to organize financial data, analyze variances, and prepare accounting schedules.</p><p>• Assist with month-end close activities by gathering information, updating records, and supporting reporting needs.</p>
We are looking for an experienced Sr. Financial Analyst to support financial planning and deliver actionable insights for business decision-making in Bayonne, New Jersey. This role focuses on budgeting, forecasting, modeling, and performance analysis, while partnering with stakeholders to evaluate results and identify opportunities for improvement. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to translate complex financial data into clear recommendations.<br><br>Responsibilities:<br>• Develop and maintain financial models to evaluate business performance, support planning activities, and guide strategic decisions.<br>• Prepare detailed variance analyses by comparing actual results against budget and forecast assumptions, then explain key drivers to leadership.<br>• Lead annual budgeting efforts by gathering inputs, validating assumptions, and consolidating financial plans across relevant areas.<br>• Produce recurring and ad hoc financial reports that highlight trends, risks, and opportunities for operational and financial improvement.<br>• Support the annual forecasting process by updating projections, monitoring changes in business conditions, and refining outlooks as needed.<br>• Partner with cross-functional teams to collect financial data, assess performance, and provide recommendations backed by quantitative analysis.<br>• Analyze historical and current financial results to identify patterns, improve planning accuracy, and support management decision-making.
<p>Benefits:</p><ul><li>100% remote</li><li>401k</li><li>medical, dental, vision,</li><li>paid time off</li></ul><p>Responsibilities:</p><ul><li>Analyze financial results, forecasts, budgets, and key performance indicators to support business decision-making.</li><li>Prepare monthly, quarterly, and annual financial reports and variance analyses.</li><li>Develop and maintain financial models to evaluate business performance and strategic initiatives.</li><li>Partner with business leaders to provide financial guidance and recommendations.</li><li>Assist with budgeting, forecasting, and long-range planning processes.</li><li>Monitor revenue, expenses, and profitability trends; identify risks and opportunities.</li><li>Support month-end and year-end close activities, including accruals and financial reporting.</li><li>Conduct ad hoc analysis and present findings to management.</li><li>Improve financial reporting processes and reporting efficiency.</li><li>Ensure accuracy and integrity of financial data.</li></ul>
<p>We are looking for a Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making for a multi-channel business. This role will turn complex financial data into clear business insights, helping leaders evaluate results, plan ahead, and improve overall performance. The ideal candidate brings strong analytical judgment, advanced modeling skills, and the ability to collaborate effectively with teams across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Build and refine detailed financial models to support long-range planning, forecast scenarios, and sensitivity assessments across multiple business drivers.</p><p>• Contribute to annual budget preparation and quarterly reforecast cycles by partnering with department leaders to gather assumptions and align financial expectations.</p><p>• Analyze operating results against budget and forecast targets, identify key variances, and summarize findings with practical recommendations for leadership.</p><p>• Prepare recurring financial reports, dashboards, and performance updates for monthly, quarterly, and annual review meetings.</p><p>• Work closely with Accounting, Operations, Sales, and Human Resources to support planning activities, strategic initiatives, and cost efficiency efforts.</p><p>• Monitor key performance indicators and financial trends to highlight risks, opportunities, and areas where business performance can be improved.</p><p>• Deliver timely ad hoc analysis and decision support for senior stakeholders facing strategic, operational, or investment-related questions.</p><p>• Maintain rolling 12-month outlooks using updated business inputs and assumptions to improve visibility into near-term performance.</p><p>• Support management materials used for board-level and investor-facing updates by providing clear forward-looking financial perspectives.</p><p>• Coordinate with the accounting team during month-end close to help ensure consistency between management reporting and financial results</p>
<p><strong>Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion)</strong>. If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).</p><p>Straight out of the Big 4, great! The company will teach profitability analysis and you'll bring the balance sheet & Pnl statement analysis with you.</p><p><br></p><p>This team does some corporate accounting, builds reporting, using Power BI and other tools for creating analytics around the firms budgets, expenses, revenue and profitability. </p><p><br></p>
<p>A growing, publicly traded life sciences organization in Morris County is seeking an <strong>Accounts Payable Analyst</strong> to join its Accounting Operations team. This is an excellent opportunity for an accounting professional who enjoys owning processes, working cross-functionally, and contributing to a collaborative, high-growth environment.</p><p><br></p><p>The organization is currently expanding and centralizing its Finance and Accounting functions in New Jersey, creating a unique opportunity to join a team during an exciting period of growth and transformation.</p><p><br></p><p>What You'll Do</p><ul><li>Own the full-cycle Accounts Payable and Travel & Expense processes</li><li>Monitor and manage a centralized AP inbox, ensuring timely invoice processing</li><li>Review invoices for proper coding, documentation, approvals, and compliance</li><li>Process employee expense reports and corporate card transactions</li><li>Match invoices to purchase orders and ensure proper approvals are obtained</li><li>Maintain vendor records and resolve invoice discrepancies directly with vendors</li><li>Prepare account reconciliations and support month-end close activities</li><li>Assist with accruals, journal entries, and audit requests</li><li>Support wire payment processing and vendor payment activities</li><li>Partner closely with Accounting, Finance, and business leaders across the organization</li><li>Cross-train with payroll to provide team coverage when needed</li><li>Participate in process improvement initiatives and help strengthen internal controls</li><li>High-volume AP environment</li><li>Approximately 250-350 invoices processed monthly, with volume continuing to grow</li><li>Strong emphasis on controls, compliance, and documentation</li></ul><p><br></p>
<p>Very large and profitable publicly traded company located in Central Morris County is seeking a SEC External Reporting Analyst. The successful candidate will have an accounting degree and 1-2+ years of Big 4 or larger regional public accounting experience working on publicly traded clients. Will also consider candidates out of private industry with 1+ years of demonstrated SEC reporting exposure with mid to larger size companies. Candidate will assist the Director with SEC Financial Reporting and Technical Accounting activities. This is a great opportunity for a recent public accounting candidate to transition into private industry within the SEC financial reporting space and learn the business from top professionals at this firm. The company offers a very competitive salary in the $80-95k range plus a competitive bonus, great benefits and high exposure with upside potential to grow your career</p>
<p><strong>Position</strong></p><p>Job Cost Analyst</p><p><br></p><p><strong>Company Overview</strong></p><p>A rapidly growing and well-established construction company based in Hackensack is seeking a detail-oriented <strong>Job Cost Analyst</strong> to join its expanding finance team. This is a newly created opportunity created due to dramatic growth within the company.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Job Cost Analyst will play a critical role in tracking, analyzing, and reporting project costs to ensure accurate financial performance across multiple construction projects. This individual will work closely with project managers, accounting, and operations to monitor budgets, identify variances, and drive cost control initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor and maintain job cost reports for multiple active construction projects</li><li>Analyze project budgets vs. actual costs and provide variance analysis</li><li>Partner with Project Managers to review project financial performance and forecast costs to completion</li><li>Track committed costs, subcontractor agreements, and change orders</li><li>Prepare monthly WIP (Work-in-Progress) schedules</li><li>Assist with revenue recognition and percentage-of-completion accounting</li><li>Identify cost overruns, risks, and opportunities for improved profitability</li><li>Support project billings, AR/collections, and reconciliation of job accounts</li><li>Maintain integrity of job cost data within ERP/accounting systems</li></ul><p><strong>Salary:</strong> up to $125,000</p><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary (commensurate with experience)</li><li>Performance-based bonus potential and employer funded profit sharing plan. </li><li>Comprehensive benefits package (health, dental, vision)</li><li>401(k) with company match</li><li>Strong growth opportunity within a fast-scaling organization</li></ul><p><br></p><p><br></p>
<p>We're seeking an experienced <strong>Investment Analyst</strong> to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the primary contact for a portfolio of investment fund clients.</li><li>Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.</li><li>Coordinate cash movement and maintain accurate investor and fund records.</li><li>Review and resolve KYC/AML documentation requirements.</li><li>Prepare and review investor reporting, regulatory reporting, and audit requests.</li><li>Ensure all work meets quality control standards and remains audit-ready.</li><li>Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.</li></ul><p><br></p>
<p>We are looking for a Business Analyst to join a Long-term Contract opportunity (with possibility of going perm) in Stamford, Connecticut. . This role is well suited for someone who enjoys working hands-on with complex datasets, turning findings into practical recommendations, and supporting business decisions through clear reporting and analysis. The ideal candidate combines strong analytical ability with effective communication skills and is comfortable explaining project goals, methods, and outcomes from end to end. Data visualization experience is preferred! </p><p><br></p><p>Responsibilities:</p><p>• Examine high-volume datasets and spreadsheets to identify trends, issues, and opportunities that can improve business performance.</p><p>• Translate data findings into clear, actionable recommendations for stakeholders through reports, dashboards, and presentations.</p><p>• Build and maintain analytical outputs using tools such as Power BI, Tableau, SQL, Python, and BigQuery.</p><p>• Partner with business teams to gather reporting needs, define metrics, and support data-driven decision-making.</p><p>• Work with information from ERP and CRM platforms to evaluate operational results and produce meaningful business insights.</p><p>• Document analytical approaches, project steps, and outcomes to clearly communicate the full lifecycle of assigned work.</p><p>• Contribute to data visualization initiatives by designing dashboards and summaries that make complex information easier to understand.</p><p>• Support ongoing analysis activities in a hands-on individual contributor capacity, with a focus on execution rather than people management.</p>
We are looking for a Business Analyst to join a fast-moving advisory environment in New York, where you will contribute to high-impact transaction and strategic projects across healthcare and technology. This position offers close collaboration with senior executives, founders, and investors while providing meaningful exposure to mergers and acquisitions, capital raising efforts, and market intelligence work. The ideal candidate brings strong analytical judgment, effective communication skills, and the ability to manage several priorities with a high degree of independence.<br><br>Responsibilities:<br>• Contribute to merger, acquisition, and fundraising engagements through each stage of the deal lifecycle, from initial planning to closing activities.<br>• Join discussions with client leadership, including founders, chief executives, and investors, to capture priorities and support transaction progress.<br>• Create clear briefing documents, presentation materials, and other decision-support content for client and investor audiences.<br>• Develop and update lists of prospective buyers, investors, and strategic targets to support outreach and transaction strategy.<br>• Assist with due diligence coordination by organizing information, monitoring requests, and helping move execution workstreams forward.<br>• Review financial forecasts provided by clients and refine Excel-based models to support analysis and scenario evaluation.<br>• Monitor active opportunities, transaction timelines, and key milestones to help maintain visibility across multiple concurrent projects.<br>• Perform industry, market, and competitive research using modern AI-enabled tools, including Claude, to produce relevant business insights.<br>• Deliver client-ready materials in PowerPoint and other formats while balancing multiple assignments with minimal day-to-day supervision.
<p>We are looking for a Business Analyst with Salesforce and report development experience to support a university environment for the remainder of the year on contract, <strong>approximately 20 hours per week.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary Salesforce resource, partnering with Career Center, Admissions, and other end users to manage, monitor, and fulfill data and campaign requests.</li><li>Create custom Salesforce reports and actionable insights, perform light data cleanup and maintenance, and support the migration of paper and Excel records into Salesforce.</li><li>Leverage Excel and basic data analytics skills to identify trends, improve data quality, and help users make informed decisions.</li></ul>