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44 results for Financial Planning Analyst in Paramus, NJ

Financial Planning & Analysis Accountant

Stamford, CT
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion). If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).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. 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.
2026-06-09T00:00:00Z

Financial Planning & Analysis Manager

New York, NY
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Robert Half is partnering with a rapidly growing, venture-backed technology company is seeking an FP&A Manager to help build and scale the financial planning and analysis function during an exciting stage of growth. Reporting directly to the CFO, this individual will play a key role in developing the financial models, forecasting processes, and reporting infrastructure that support strategic decision-making across the organization. This is an excellent opportunity for someone who enjoys combining analytical rigor with business partnership and wants to help shape the future of a high-growth company. What You'll Do<ul><li>Own and maintain the company's financial model, rolling forecasts, annual budgets, and long-range planning processes</li><li>Lead monthly and quarterly budget-to-actual analyses and provide actionable recommendations to business leaders</li><li>Partner closely with department heads to evaluate spending, forecast operating expenses, and support strategic initiatives</li><li>Analyze key business metrics, customer economics, profitability trends, and performance indicators to drive data-backed decisions</li><li>Support pricing analyses, resource allocation decisions, and financial modeling for new business opportunities</li><li>Prepare board reporting materials, investor presentations, and executive-level financial analyses</li><li>Identify opportunities to improve financial processes, reporting capabilities, and overall planning infrastructure</li><li>Serve as a trusted business partner across finance and operational teams</li></ul> Why This Opportunity?<ul><li>Highly visible role with direct exposure to executive leadership</li><li>Opportunity to help build and scale a best-in-class FP&A function</li><li>Significant involvement in strategic decision-making, board reporting, and business planning</li><li>Fast-growing, venture-backed organization with strong momentum</li><li>Collaborative, entrepreneurial culture with substantial career growth potential</li></ul>
2026-06-16T00:00:00Z

Financial Analyst

Jersey City, NJ
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
We are looking for a Financial Analyst to join our global tech company in Jersey City, New Jersey. This role will help drive informed business decisions through thoughtful financial analysis, forecasting, and reporting that supports leadership across the organization. The ideal candidate brings strong analytical capability, comfort working with large data sets, and the ability to translate financial results into clear business insights. This is a hybrid role with an excellent opportunity for growth and great benefits! Responsibilities:• Lead and support monthly financial close analysis in coordination with Accounting to improve the accuracy and usefulness of reported results.• Review operating performance each month by comparing actuals against plan, forecast, and historical trends, and explain the factors influencing variances.• Monitor profit and loss activity closely, highlighting movements in revenue, margin, and expenses to help stakeholders understand business performance.• Prepare concise reporting materials and dashboard views for executives that present financial and operational results in a clear, decision-ready format.• Contribute to annual planning, budgeting, and recurring forecast cycles by developing analyses that reflect changing business conditions.• Create and refine financial models used to assess performance, evaluate future outcomes, and support strategic planning discussions.• Partner with teams across sales, operations, and leadership to identify business drivers and incorporate them into financial planning assumptions.• Perform pricing, profitability, and unit economics analysis across offerings, customer groups, and business segments to support commercial decision-making.• Use Excel, business intelligence tools, and automation techniques to streamline reporting, improve visibility, and strengthen financial insight delivery.• Present findings and recommendations to leadership through well-structured summaries, dashboards, and presentation materials.
2026-06-02T00:00:00Z

Financial Analyst

Stamford, CT
onsite
Temporary / Contract
25 - 30 USD / Hourly
Entry-Level Financial AnalystPosition SummaryWe are seeking a motivated and detail-oriented Entry-Level Financial Analyst to join our finance team. The Financial Analyst will support financial planning, budgeting, forecasting, reporting, and analysis activities that help drive business decisions. This role offers an excellent opportunity to develop analytical skills, gain exposure to corporate finance processes, and contribute to the organization's financial success.Key Responsibilities<ul><li>Assist in preparing financial reports, forecasts, budgets, and variance analyses.</li><li>Collect, organize, and analyze financial data from multiple sources.</li><li>Support monthly, quarterly, and annual financial planning processes.</li><li>Monitor key performance indicators (KPIs) and provide insights on business performance.</li><li>Create and maintain financial models, spreadsheets, and dashboards.</li><li>Conduct profitability, revenue, expense, and trend analyses.</li><li>Assist with month-end and year-end financial reporting activities.</li><li>Collaborate with cross-functional teams to gather financial information and support decision-making.</li><li>Identify opportunities for process improvements and increased efficiency within financial operations.</li><li>Ensure accuracy and integrity of financial data and reporting.</li></ul> Work EnvironmentThis position typically works in an office or hybrid environment and collaborates closely with finance, accounting, operations, and business leaders. The role provides opportunities for professional growth and development within the finance organization.
2026-06-08T00:00:00Z

Financial Analyst

New York, NY
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
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. Responsibilities: • Collaborate with program and regional teams to create detailed budgets and forecasts for various programs, grants, departments, and offices worldwide. • Manage financial reporting across departments, regions, and grants, ensuring adherence to specific guidelines outlined in grant agreements. • Provide guidance to departments and regional staff on budgeting, allocation processes, and financial reporting requirements. • Develop and maintain templates for restricted and unrestricted grant budget-to-actual reports, ensuring accurate tracking and timely updates. • Monitor grant balances and prepare detailed reports on a monthly basis or as requested. • Support the organization in meeting financial compliance standards for both restricted and unrestricted funding sources. • Analyze financial data to identify trends and provide actionable insights for decision-making. • Ensure proper allocation of resources in alignment with organizational goals and grant requirements. • Assist in preparing financial models to evaluate program feasibility and sustainability. • Work closely with leadership to improve financial processes and reporting mechanisms.
2026-06-12T00:00:00Z

Director, Financial Planning and Analysis

Raritan, NJ
onsite
Permanent / Full Time
200000 - 255000 USD / Yearly
Responsibilities<ul><li>Lead the annual budget, forecast, and long‑range planning processes</li><li>Prepare and analyze monthly, quarterly, and annual financial reports and KPIs</li><li>Provide variance analysis and actionable insights to senior leadership</li><li>Partner with cross‑functional teams to support operational and strategic initiatives</li><li>Develop financial models to support business cases, investments, and initiatives</li><li>Improve FP&A processes, reporting, and systems for efficiency and accuracy</li><li>Manage and mentor FP&A staff, as applicable</li></ul>benefits:<ul><li>Medical, Dental & Vision Insurance</li><li>401(k) Retirement Plan</li><li>Paid Time Off (PTO)</li></ul>
2026-06-15T00:00:00Z

Accounting Analyst

White Plains, NY
onsite
Permanent / Full Time
65000 - 70000 USD / Yearly
Are you ready to take your accounting career to the next level with a fast-growing and collaborative finance team? We’re working with a standout company in White Plains on a permanent Bookkeeping opportunity and this is a team that truly values growth, innovation, and work-life balance. Why You’ll Want This Role: Flexible Hybrid Schedule: 3 days in the office, 2 days work from homeRobust Benefits: Medical/Dental/Vision coverage, 401k with a 3% match after 1 year (immediate contributions allowed)Paid Time Off: Enjoy 12 major holidays plus a competitive PTO structureCollaborative Team: Join a group passionate about excellence, teamwork, and personal development Who You Are for the Role:Motivated to build your finance and accounting career in a dynamic, fast-paced environmentTech-savvy with large ERP software experience; NetSuite a plus, but not requiredComfortable working with multiple internal and external stakeholdersAdaptable, detail-oriented, and dedicated to continuous learning and process improvement
2026-05-29T00:00:00Z

Accounting Analyst

Holmdel, NJ
onsite
Permanent / Full Time
50000 - 60000 USD / Yearly
We are looking for an Accounting Analyst to support core accounts receivable and general accounting activities. Responsibilities:· Process weekly, monthly, and ad-hoc customer invoicing in a timely and accurate manner · Post customer payments to general ledger received via check and/or ACH; reconcile any short payments or deductions. · Maintain and analyze weekly aging reports and reconcile to periodic general ledger close. · Research and resolve all inquiries related to vendor invoicing and payments. · Conduct daily collection calls on past due invoices. · Maintain strong working relationships with customers and merchandisers. Benefits:Medical/Dental/Vision401kPTO
2026-06-08T00:00:00Z

Sr. Financial Analyst

White Plains, NY
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to join our in-person team in White Plains, New York. This role will play a central part in planning, reporting, and performance analysis by turning financial data into clear business insights. The ideal candidate brings strong modeling and forecasting expertise, sound judgment, and the ability to communicate findings effectively to leaders across the organization. Responsibilities:• Build and refine financial models that support profit and loss analysis, scenario planning, and operational decision-making.• Review balance sheet activity, investigate variances, and help ensure financial reporting is accurate and well supported.• Lead budgeting and forecasting activities across departments, translating business drivers into reliable financial projections.• Prepare recurring and ad hoc analyses that highlight performance trends, risks, and areas of opportunity for management.• Present financial results and recommendations in a clear manner to stakeholders at different levels of the organization.• Partner with cross-functional teams to support planning efforts, reporting needs, and broader business initiatives.• Contribute to month-end, quarter-end, and year-end analytical processes by delivering timely financial insights and reconciliations.• Handle sensitive financial information with professionalism while maintaining strong attention to detail and data integrity.
2026-05-27T00:00:00Z

Sr. Financial Analyst

New York, NY
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for a Sr. Financial Analyst to support a luxury fashion organization in New York, New York on a Long-term Contract assignment. This role will play an important part in business planning and performance analysis by delivering timely reporting, insightful forecasting, and well-structured budgeting support across several regions. The ideal candidate brings strong financial acumen, comfort working with large data sets, and the ability to turn numbers into clear recommendations for leadership. Responsibilities: • Prepare and consolidate monthly, quarterly, and annual management reports for multiple geographic business areas. • Build and maintain financial models that support planning activities, forecast updates, and budget development. • Analyze operating results and explain variances between actual performance, forecasts, and budgets. • Track key performance indicators and translate financial data into meaningful business insights for stakeholders. • Support month-end close activities by validating data accuracy and assisting with financial statement-related reporting. • Partner with cross-functional teams to gather inputs, align assumptions, and improve the quality of planning deliverables. • Use SAP and advanced Excel tools to manage reporting schedules, perform analysis, and streamline recurring finance tasks.
2026-06-22T00:00:00Z

Sr. Financial Analyst

Woodbridge, NJ
onsite
Permanent / Full Time
110000 - 116000 USD / Yearly
Benefits<ul><li>Bonus eligible</li><li>Medical</li><li>Dental</li><li>vision</li><li>Pension </li><li>401k</li></ul> My client, a global leader in energy infrastructure specializing in the storage, transportation, and distribution of petroleum products, natural gas, and chemicals has an opportunity for a Sr. Financial Analyst. Responsibilities• Participate in the creation of the Long Range Outlook. • Create biweekly forecasting for each P&L using Hyperion and Excel. • Create the Budget for each P&L annually. • Identify risks and opportunities for each P&L quarterly.• Business partner to the Terminal Manager. • Special Analysis as required.
2026-06-02T00:00:00Z

Credit Analyst

Lincoln Park, NJ
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
A busy company in the Lincoln Park area is seeking a Credit Analyst to join their growing company. This Credit Analyst will get the chance to join a growing team that loves promoting within and offers a flexible work schedule. This Credit Analyst will support risk-conscious growth by evaluating customer credit exposure and helping optimize cash flow. This ideal Credit Analyst will have expertise in assessing financial strength, recommending credit capacity, and partnering with commercial and operational teams to support sound business decisions. Other responsibilities of this Credit Analyst will include but not be limited to: Credit Analyst Responsibilities:• Oversee a portfolio of strategically important accounts by establishing credit parameters, tracking exposure levels, and taking action to keep risk within approved limits.• Review financial statements, credit reports, and related data for prospective and existing customers to assess overall credit quality and recommend appropriate credit terms and limits.• Identify suitable risk protection measures, including guarantees, letters of credit, and collateral arrangements, and coordinate with counterparties to secure and maintain accurate documentation.• Partner with commercial, contracts, and legal teams to keep agreements current and aligned with the business activity they support.• Monitor account activity and aging trends to uncover opportunities to accelerate collections, improve liquidity, and escalate delinquency concerns when needed.• Work across internal functions and with external customers to investigate billing or account disputes and drive timely resolution.• Continuously evaluate changes in customer financial condition and adjust credit availability in line with projected sales activity and acceptable risk tolerance.• Prepare recurring credit and exposure reporting to support daily decision-making, portfolio planning, and management review.• Coordinate with commercial teams to anticipate product movement, forecast exposure, and approve transactions in accordance with established credit standards.• Support process improvement initiatives and special projects aimed at strengthening controls, increasing team efficiency, and enhancing cash flow performance. This Credit Analyst position is paying between $100,000 and $115,000 annually depending on experience. If interested in this Credit Analyst role, apply today!
2026-06-16T00:00:00Z

Strategic Financial M&A Analyst

Stamford, CT
onsite
Permanent / Full Time
175000 - 195000 USD / Yearly
MUST Have: 1-2 years relevant experience at either Investment Bank or Big 4 valuations performing complex financial modeling along with due diligence on mergers and acquisitions. Only resumes with that experience and currently local to Stamford, CT will be considered and should be sent for immediate consideration to Jennifer.Beilin@Roberthalf (com). We are looking for a Strategic Financial M&A Analyst to support the company’s growth agenda through disciplined transaction execution and strategic financial analysis in Stamford, Connecticut. This role partners with senior leaders and external advisors to assess acquisition opportunities, build investment cases, and guide decision-making across the deal lifecycle. The ideal candidate brings strong analytical judgment, practical M&A experience, and the ability to balance high-level strategy with hands-on execution. Responsibilities:• Maintain and refine the organization’s long-range financial model to support strategic planning and investment decisions.• Identify and assess potential acquisition opportunities by researching markets, reviewing company information, and aligning findings with business priorities.• Build detailed valuation models and scenario analyses to evaluate financial performance, upside potential, and expected synergies for prospective targets.• Coordinate due diligence activities by organizing inputs from legal, finance, and operational stakeholders and synthesizing key findings for leadership review.• Prepare clear investment materials, including transaction summaries, presentations, and decision-support documents for internal and external audiences.• Work closely with cross-functional partners throughout active transactions to keep deliverables on track and support efficient execution.• Assist with post-close integration planning and follow-through, including initiatives tied to synergy realization and organizational alignment.• Support communication and relationship management with external counterparties, advisors, and other partners involved in transaction processes.• Oversee day-to-day priorities for a small team while fostering strong output, accountability, and ongoing development for entry-level colleagues.
2026-05-28T00:00:00Z

Financial Reporting Manager

Garden City, NY
remote
Temporary / Contract
70 - 75 USD / Hourly
We are looking for a Financial Reporting Manager to support a consumer products organization through a Contract engagement. This role will focus on external reporting, consolidation activities, and analytical review to help ensure accurate and timely financial statements. The ideal candidate brings strong SEC reporting experience, advanced spreadsheet skills, and the ability to manage reporting deliverables in a fast-paced environment. Responsibilities:• Lead the preparation and review of quarterly and annual financial reports, including support for Form 10-Q and Form 10-K filings.• Manage consolidation activities across entities and validate the accuracy of reported financial results.• Perform detailed reconciliations to support external reporting packages and resolve discrepancies efficiently.• Analyze financial data and trends to identify variances, explain key drivers, and support management reporting.• Coordinate intercompany accounting review processes to ensure balances are properly recorded and eliminated.• Use Oracle and Microsoft Excel to compile reporting data, maintain schedules, and strengthen reporting accuracy.• Partner with internal finance and accounting stakeholders to gather supporting information and meet reporting deadlines.
2026-06-11T00:00:00Z

Analyst

Mount Kisco, NY
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
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. Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf Responsibilities:• Advise clients on estate planning strategies to protect and manage their assets effectively.• Develop tailored tax planning solutions to optimize financial outcomes for clients.• Conduct detailed investment analyses to identify opportunities and mitigate risks.• Build and maintain strong client relationships by providing exceptional service and clear communication.• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.• Monitor market trends and equity investments to provide informed recommendations.• Prepare detailed reports and presentations to communicate financial insights and strategies.• Ensure compliance with financial regulations and industry standards in all advisory services.• Utilize advanced financial tools and software to enhance analysis and decision-making processes
2026-06-19T00:00:00Z

Analyst

New York, NY
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for an experienced Analyst to join a dynamic asset management firm in New York, New York. This role will focus on supporting the company’s Real Estate fund, which has recently transitioned to public operations. Ideal candidates will bring a strong background in credit analysis and financial modeling, and must be locally based to accommodate a hybrid work schedule. Responsibilities:• Analyze and monitor the financial performance of real estate portfolios, including balance-sheet bridge loans and other credit investments.• Review and evaluate property budgets, business plans, and quarterly forecasts to ensure alignment with organizational goals.• Build expertise in interpreting leases, loan agreements, and other legal documents.• Develop advanced financial models, including discounted cash flow analyses, using tools such as Microsoft Excel and Argus.• Prepare comprehensive investor reports and presentations on a monthly, quarterly, and annual basis.• Oversee the administration of loan proceeds disbursements, including construction draws, leasing expenses, and the release of loan reserves.• Conduct market research within portfolio regions, focusing on sales and lease comparisons to inform investment decisions.
2026-06-15T00:00:00Z

Fund Accounting Consultant

New York, NY
onsite
Temporary / Contract
40 - 60 USD / Hourly
Our client is a major financial institution looking for a skilled Fund Accounting Consultant to join their team on a long-term contract basis. In this role, you will oversee a team responsible for delivering high-quality accounting, administration, and investor services to investment companies and advisors. This position requires a strong ability to manage client relationships, resolve complex issues, and implement solutions tailored to evolving business needs. Responsibilities:• Lead and manage a team of administrators responsible for accounting, administration, financial reporting, and regulatory compliance for investment companies, including hedge funds, private equity funds, and CLOs.• Lead month-end close processes, including journal entries and account reconciliation.• Help develop/implement new processes to align with regulatory and industry changes.• Perform complex accounting reconciliations and calculations for various investment types
2026-06-22T00:00:00Z

Business Analyst

Stamford, CT
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
We are looking for a skilled Business Analyst to serve as a key liaison between business stakeholders and IT teams, ensuring the efficient use of SAP S/4HANA modules. This role requires a proactive individual who can oversee system stability, manage vendor relationships, and provide functional support to enhance business processes. Based in Stamford, Connecticut, you will play an integral role in driving operational excellence and delivering measurable improvements to the organization. Responsibilities: • Serve as the primary point of contact for assigned SAP S/4HANA modules, including Financial Accounting & Controlling (FI CO), Materials Management (MM), Sales and Distribution (SD), and Group Reporting. • Ensure the stability and consistency of SAP processes across the organization. • Lead and mentor internal SAP specialists, aligning their efforts with business priorities. • Review and validate incident reports, fixes, and change requests proposed by external SAP providers. • Collaborate with stakeholders to gather business requirements and translate them into detailed functional specifications. • Support initiatives aimed at analyzing, harmonizing, and improving business processes. • Coordinate SAP-related activities, ensuring readiness for system go-lives and smooth transitions. • Maintain compliance with IT governance and change management standards for SAP changes. • Manage integrations between SAP and related systems, such as HR platforms and third-party applications. • Act as the primary functional liaison with SAP partners and escalate risks or issues to IT leadership when necessary.
2026-06-22T00:00:00Z

Business Analyst

Darien, CT
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
We are looking for a Business Analyst to join a growing SaaS company in Fairfield County, Connecticut and take a central role in finance and operational performance. This position blends day-to-day ownership of core financial activities with analytical support for leadership decisions, helping the business improve visibility, efficiency, and long-term scalability. The ideal candidate is comfortable working independently, partnering across teams, and translating financial and operational data into practical business insight. Responsibilities:• Direct end-to-end accounting activities, including payables, receivables, journal entries, reconciliations, and month-end close within the company’s financial systems.• Administer recurring subscription billing, issue invoices, and ensure revenue is recorded accurately in alignment with applicable accounting standards.• Monitor and communicate key SaaS performance indicators such as recurring revenue trends, customer churn, retention measures, and deferred revenue balances.• Coordinate payroll processing, track cash position and operating runway, and support disciplined expense management in a fast-paced growth environment.• Oversee sales tax requirements and work with external advisors to support filings, documentation, and audit readiness.• Prepare monthly financial and operating reports for leadership, linking business results to overall company performance.• Partner with company leaders to evaluate unit economics, business performance trends, and opportunities to strengthen profitability.• Contribute to pricing decisions, contract review, and commercial analysis for enterprise customer agreements and vendor relationships.• Identify and implement improvements to financial and operational tools, reporting processes, automations, and system integrations to support scale.Fairfiled
2026-06-22T00:00:00Z

Compensation Analyst

Jersey City, NJ
onsite
Temporary / Contract
53 - 57 USD / Hourly
We’re hiring a Compensation Analyst to support a fast-paced Investment Banking team. This role is heavily focused on compensation analytics, offer strategy, and market alignment, supporting high-touch, complex hiring decisions in a competitive environment. What You’ll Do<ul><li>Analyze compensation data using advanced Excel to support hiring and pay decisions</li><li>Partner with recruiting and business leaders on offer creation, structuring, and approvals, including complex packages and buyouts</li><li>Conduct market benchmarking and job matching to ensure competitive and equitable offers</li><li>Translate data into clear, actionable insights for stakeholders (Excel, PowerPoint, or executive summaries)</li><li>Support year-end compensation cycles and ongoing compensation planning</li><li>Validate data accuracy and identify inconsistencies to ensure precision in compensation decisions</li></ul>
2026-06-16T00:00:00Z

Budget Analyst

Bronx, NY
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a Budget Analyst to join our team in Bronx, New York on a Contract basis. This role focuses on financial reporting, budget monitoring, and analysis to help departments track performance and maintain accurate fiscal records. The position will work closely with internal teams to support monthly reporting, budgeting activities, and grant-related documentation while contributing to overall financial accuracy and accountability. Responsibilities: • Evaluate monthly financial results and examine spending patterns across departments to identify notable trends and issues. • Create and share monthly variance summaries that explain differences between budgeted amounts and actual results for department leaders. • Prepare grant reimbursement documentation and coordinate with internal teams to secure complete, accurate, and approved submissions. • Assist with reconciling accounts and investigate inconsistencies to help maintain reliable financial records. • Collaborate with Human Resources to confirm employee data is current and properly aligned before budget planning cycles begin. • Enter and maintain budget information within Oracle systems, ensuring records remain accurate and up to date. • Provide day-to-day support to the Budget Director through reporting, analysis, and ongoing budgeting assignments.
2026-06-22T00:00:00Z

Treasury Analyst

Matawan, NJ
onsite
Permanent / Full Time
65000 - 75000 USD / Yearly
We are looking for a detail-oriented Capital & Patronage Coordinator to support member financial administration for a retail food store organization. This position plays a key role in maintaining accurate capital and patronage records, preparing required financial communications, and ensuring members receive timely, attentive support. The ideal candidate is comfortable working with financial data, regulatory documentation, and bilingual communication while helping improve reporting accuracy and operational efficiency.Salary: Up to $75,000Benefits: Medical, Dental, Vision, PTO, 401kMember Capital & Patronage Administration<ul><li>Manage and reconcile member capital (equity) accounts, ensuring accuracy and completeness.</li><li>Prepare annual patronage dividend calculations and supporting analyses.</li><li>Calculate semi-annual capital requirements and maintain supporting documentation.</li><li>Generate and distribute quarterly capital account statements and annual patronage notices.</li><li>Prepare and distribute quarterly loan statements.</li><li>Support year-end patronage allocation, reporting, and related financial processes.</li><li>Prepare, file, and distribute Form 1099s in compliance with regulatory requirements.</li><li>Maintain accurate, timely, and organized member financial records.</li></ul>Member Relations & Support<ul><li>Serve as the primary point of contact for member inquiries regarding capital balances, patronage dividends, account activity, and financial statements.</li><li>Communicate complex financial information clearly and professionally in both English and Spanish.</li><li>Assist members with account maintenance, documentation requests, and record updates.</li><li>Partner with internal finance teams to ensure exceptional member service and issue resolution.</li></ul>Reporting & Financial Administration<ul><li>Prepare reports, distribution files, and supporting schedules for internal management review and external communications.</li><li>Maintain comprehensive records of all capital, patronage, and related transactions.</li><li>Support internal and external audit requests by providing required documentation and analysis.</li><li>Research, identify, and resolve discrepancies in a timely manner.</li></ul>Process Improvement & Operational Excellence<ul><li>Identify opportunities to enhance reporting, tracking, and member communication processes.</li><li>Assist in developing and standardizing member-facing communications and templates in both English and Spanish.</li><li>Support system enhancements and process automation initiatives related to capital account and patronage tracking.</li><li>Contribute to continuous improvement efforts that increase efficiency, accuracy, and member satisfaction.</li></ul>
2026-06-04T00:00:00Z

Sr. Investment Manager & Financial Planning Supervisor

Morristown, NJ
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
An RIA based in the greater Parsippany, NJ area is currently expanding their team and looking to add an Investment & Financial Planning Analyst to their team. The Investment & Financial Planning Analyst will support a growing team of financial advisors by providing in-depth investment analysis, research, and modeling, conducting tax planning activities (such as ROTH conversions), and supporting complex financial planning. The ideal Investment & Financial Planning Analyst will have 7-10+ years' experience working for RIA's and wealth management firms, will have extensive knowledge of investments (Mutual Funds, ETF's, etc.), and will be knowledgeable in tax planning research. Strong Excel and critical thinking skills are a must.
2026-06-15T00:00:00Z

Finance Attorney

Stamford, CT
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
We are looking for an experienced finance attorney to join a services team in Stamford, Connecticut. This role is suited for a mid-level legal team member with a strong background in sophisticated lending matters and a practical approach to managing transactions from initial structuring through closing. The position offers the opportunity to advise a broad client base on complex debt arrangements while collaborating closely with colleagues and external parties to deliver efficient, high-quality legal support. Responsibilities: • Advise lenders, borrowers, investment sponsors, and other financing participants on a range of complex debt transactions across varied deal structures. • Prepare, analyze, and negotiate core financing documents, including credit facilities, purchase agreements, security instruments, guaranties, and related closing materials. • Counsel clients on transaction structuring matters involving collateral packages, secured lending frameworks, and lien perfection considerations. • Lead transactions from early-stage documentation through closing by overseeing timelines, satisfying closing conditions, and coordinating required deliverables. • Partner with clients, opposing counsel, local counsel, and internal stakeholders to move matters forward effectively and resolve issues during execution. • Provide legal support on mezzanine debt, second-lien arrangements, subordinated financing structures, and intercreditor matters. • Review post-closing and ongoing financing needs such as amendments, waivers, refinancing activity, and restructuring matters. • Guide entry-level legal team members and paralegals by offering direction on drafting, organization, and transaction management.
2026-06-04T00:00:00Z

Accounts Receivable and Accounts Payable Analyst

Holmdel, NJ
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
We are looking for an Accounts Receivable and Accounts Payable Analyst to join our team. Responsibilities:· Ensure that all payments and billings are made in compliance with the Company’s financial policies and procedures· Work with IT department to obtain approval and resolution for all credits and invoices. · Prepare billing documentation and submit it to the Receivables team for weekly billing· Coordinate to obtain approvals and resolve billing questions· Support accounts payable and accounts receivable functions· Process invoices accurately and in a timely manner· Maintain organized records and supporting documentation for billing transactions· Assist with account reconciliations and discrepancy resolution· Collaborate with Accounting and IT departments to ensure proper allocation of expenses· Reconcile and process billings (i.e., marketing, support services, advertising, etc.) · Collaborate with Department Heads to ensure all invoices and billings are completed timely · Identify opportunities to improve billing workflows and efficiencies· Request and follow up on monthly vendor statements to ensure timely payment· Track weekly and monthly invoices · Research vendor accounts, answer vendor inquires· Assist with vendor audits and process payments weekly· Assist in financial close by providing support for expense accruals and open invoices Benefits:Medical/Dental/VisionPTO401k
2026-06-08T00:00:00Z