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21 results for Portfolio Manager in Parsippany, NJ

Portfolio Administrator

Wantagh, NY
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for a detail-oriented Portfolio Administrator to support day-to-day accounting operations in Stony Brook, New York. This position focuses on maintaining accurate financial records, processing transactions efficiently, and helping keep billing and payment activities organized. The ideal candidate is comfortable working with accounting software, handling high-volume data entry, and ensuring financial information is recorded with precision. Responsibilities: • Process vendor invoices, verify supporting details, and ensure payments are entered accurately and submitted on schedule. • Record incoming payments, update customer account balances, and help resolve discrepancies related to receivables. • Maintain complete and accurate financial records by entering transaction data into accounting systems and reviewing entries for accuracy. • Use QuickBooks and related tools to track payables, receivables, and routine account activity. • Review billing documents for completeness, follow up on missing information, and support timely invoice processing. • Assist with account reconciliations by comparing system records with supporting documentation and identifying variances. • Prepare routine financial and administrative reports to support accounting operations and internal recordkeeping.
2026-09-01T00:00:00Z

Project Manager

Paramus, NJ
onsite
Permanent / Full Time
140000 - 150000 USD / Yearly
A 50-year-old established construction company in Paramus is looking for an experienced Project Manager to lead construction work from preconstruction planning through final completion. This role partners closely with leadership, field teams, subcontractors, and clients to keep projects organized, compliant, and financially on track. The ideal candidate brings strong commercial or civil construction expertise, sound judgment, and the ability to drive progress while maintaining quality, safety, and clear communication. Salary: $150,000Benefits: Medical, Dental, Vision Responsibilities:• Direct construction projects through each phase, ensuring milestones, budgets, and operational goals are achieved.• Build and manage project plans that cover scheduling, cost forecasting, financial oversight, and resource coordination.• Source trade partners and suppliers with relevant experience, evaluate bid packages, and negotiate scope alignment before award.• Draft, issue, and manage subcontract agreements while overseeing vendor commitments and performance expectations.• Partner with site leadership to prepare logistics strategies and support project-specific safety planning documentation.• Review payment applications, schedules of values, owner billings, invoices, and related requisitions for accuracy and progress alignment.• Lead change management activities, including pricing review, documentation, negotiation, and execution of change orders.• Oversee submittals, requests for information, procurement timelines, and long-lead material tracking to avoid schedule disruption.• Run project meetings, record key decisions, and maintain complete documentation including correspondence, drawings, specifications, and closeout records.• Monitor quality-related activities such as inspections, testing, commissioning, and final turnover requirements to support successful delivery.
2026-08-10T00:00:00Z

Project Manager

Princeton, NJ
onsite
Temporary to Hire
65 - 85 USD / Hourly
We are seeking an experienced Technical Project Manager – AI Integration to lead the planning, execution, and delivery of AI-powered initiatives across the organization. This role bridges business objectives, engineering execution, and AI strategy, ensuring successful integration of artificial intelligence solutions into existing products, workflows, and business processes. The ideal candidate is open to a HYBRID schedule and has a strong technical background, exceptional project management skills, and hands-on experience managing AI/ML initiatives involving large language models (LLMs), automation, data integration, and cloud-based technologies. Key Responsibilities<ul><li>Lead end-to-end delivery of AI integration projects from discovery through deployment, post-launch support, and continuous optimization.</li><li>Develop and manage project plans, schedules, budgets, resource allocations, and risk mitigation strategies to ensure successful project execution.</li><li>Partner with business leaders, product managers, engineering teams, data scientists, and external vendors to define AI use cases, requirements, and implementation roadmaps.</li><li>Coordinate the integration of AI technologies—including large language models (LLMs), machine learning solutions, intelligent automation, and AI-powered applications—into existing business processes and enterprise systems.</li><li>Translate business objectives into actionable technical project plans and facilitate communication between technical and non-technical stakeholders.</li><li>Manage multiple concurrent projects using Agile, Scrum, or hybrid project management methodologies while tracking milestones, dependencies, deliverables, and overall project health.</li><li>Oversee testing, user acceptance, deployment planning, production releases, and post-implementation support to ensure successful solution adoption.</li><li>Identify, assess, and mitigate project risks, issues, and dependencies, escalating concerns and driving timely resolution when necessary.</li><li>Ensure AI initiatives comply with organizational standards for security, privacy, governance, regulatory requirements, and responsible AI practices.</li><li>Prepare and present project status updates, executive dashboards, and performance metrics to senior leadership and key stakeholders.</li><li>Facilitate project planning sessions, workshops, stakeholder meetings, and cross-functional collaboration to maintain alignment and drive decision-making.</li><li>Support technical architecture discussions and integration planning by collaborating with engineering teams and solution architects.</li><li>Monitor solution performance, user adoption, and business outcomes, identifying opportunities for optimization and continuous improvement.</li><li>Establish and promote project management best practices, governance standards, and delivery processes for AI initiatives across the organization.</li><li>Stay current on emerging AI technologies, industry trends, and implementation best practices to identify opportunities for innovation and increased business value.</li></ul>
2026-08-05T00:00:00Z

Project Manager

North Brunswick, NJ
onsite
Permanent / Full Time
90000 - 135000 USD / Yearly
We are looking for a Project Manager to coordinate office furniture projects from early planning through final completion in North Brunswick, New Jersey. This position partners closely with the sales team during the pre-award phase and then assumes day-to-day ownership once work is approved. The ideal candidate brings strong organizational ability, confidence interpreting design drawings, and a practical understanding of furniture installations and client service in a fast-paced, on-site environment. Responsibilities:• Oversee multiple active projects at once, balancing timelines, priorities, and deliverables across a varied portfolio of assignments.• Collaborate with the sales team during the initial stages of client engagements to help shape project scope, requirements, and execution plans.• Take full ownership of projects after contract approval, guiding coordination, scheduling, and follow-through from kickoff to completion.• Review and interpret design drawings accurately to support planning, communication, and execution throughout each project.• Serve as a central point of coordination among internal teams, clients, and field resources to keep work progressing smoothly.• Visit project sites periodically to monitor status, confirm quality, and address issues that may affect schedule or customer expectations.• Maintain organized project documentation, track updates, and ensure key details are communicated clearly to stakeholders.• Support office operations as needed, including administrative coordination, supply oversight, and basic accounts payable or front-desk-related tasks.Benefits:Medical, PTO
2026-09-01T00:00:00Z

Project Manager

New York, NY
onsite
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Project Manager to support complex initiatives within a Financial Services environment. This long-term contract opportunity is ideal for someone who is detail oriented and can bring structure to project execution, coordinate cross-functional teams, and keep deliverables on schedule and aligned with business goals. The role requires strong organization, stakeholder communication, and the ability to monitor progress while maintaining high standards for documentation and quality. Responsibilities: • Lead project delivery from initiation through completion, ensuring milestones, timelines, and expected outcomes remain clearly defined and achievable. • Partner with internal teams and leadership to establish project scope, priorities, success measures, and overall execution strategy. • Build and maintain detailed project plans that outline tasks, dependencies, resource needs, budgets, and target completion dates. • Coordinate staffing activities for assigned initiatives, including participation in candidate evaluation, team selection, and day-to-day oversight of project contributors. • Track project performance closely, identify risks or schedule changes early, and implement corrective actions to keep work on course. • Maintain organized project records, reporting tools, and supporting documentation to ensure information is secure, accurate, and accessible. • Provide regular updates to stakeholders and senior leaders through structured communication plans, status reporting, and progress reviews. • Conduct ongoing quality checks with the project team to confirm deliverables meet established standards and recommend improvements when needed.
2026-08-25T00:00:00Z

Project Manager

Piscataway, NJ
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
benefits:<ul><li>medical insurance</li><li>vision</li><li>dental</li><li>paid time off</li><li>401k</li><li>life insurance</li></ul>Responsibilities: <ul><li>Develop and manage project plans for fire sprinkler installation projects from kickoff through completion.</li><li>Review construction drawings, specifications, and contract documents to ensure project requirements are understood and executed properly.</li><li>Coordinate project schedules, manpower, equipment, and material procurement to support successful project delivery.</li><li>Work closely with engineering, field personnel, general contractors, and clients to maintain project progress and resolve issues.</li><li>Experience with fire protection or fire sprinkler installations needed</li></ul>
2026-08-10T00:00:00Z

Project Manager

Newark, NJ
onsite
Temporary / Contract
24.7095 - 28.611 USD / Hourly
We are looking for an experienced Project Manager to oversee day-to-day operations at an early childhood education site in Newark, New Jersey. This Long-term Contract opportunity is ideal for someone who can lead staff, coordinate administrative functions, and help maintain a safe, well-run learning environment for children and families. The role requires a hands-on, detail-oriented individual who is comfortable balancing team supervision, site support, and compliance-related responsibilities in a busy education setting. Responsibilities: • Direct daily site activities to keep preschool operations organized, efficient, and aligned with program expectations. • Lead, coach, and support teachers and on-site team members while promoting accountability and collaboration. • Track staffing coverage, monitor attendance patterns, and help address scheduling needs to ensure consistent site operations. • Review and approve employee time records in ADP Workforce Now with accuracy and timeliness. • Help uphold a secure, welcoming, and well-organized environment for children, families, and staff across the site. • Support family engagement and enrollment-related efforts by responding to questions and assisting with center communications. • Coordinate meetings, conferences, and other site events while keeping leadership informed of operational updates. • Maintain current records, reports, postings, and documentation in accordance with licensing standards and program requirements. • Monitor supply, equipment, and maintenance needs and escalate operational issues when needed. • Provide additional administrative and on-site support to meet evolving center priorities.
2026-09-02T00:00:00Z

Contracts Manager

Trenton, NJ
onsite
Temporary / Contract
35 - 40 USD / Hourly
We are looking for a Contracts Manager to support legal and business stakeholders with the review, drafting, and negotiation of commercial agreements in Ewing, New Jersey. This is a Contract position suited for someone who is detail oriented and can manage contract workflows, reduce risk, and help evaluate the onboarding of an AI vendor within a legal department. The ideal candidate brings strong judgment, experience with SaaS-related agreements, and the ability to keep contract activity organized and moving efficiently. About half of the time will be spent on commercial transactions and dealing with year-end volume and 50% on helping with AI Project (creating playbooks for onboarding with a AI vendor). Responsibilities:• Lead the preparation, review, and negotiation of a wide range of commercial agreements, ensuring terms align with business objectives and legal standards.• Oversee contract administration activities from intake through execution, maintaining accurate records and tracking key obligations, approvals, and deadlines.• Partner with legal, procurement, and operational teams to support the assessment and onboarding of an AI vendor within the department's contracting process.• Draft clear contract language, revise templates, and recommend updates that strengthen consistency, compliance, and risk control.• Manage negotiations with external parties to resolve business, legal, and commercial issues in a practical and timely manner.• Monitor active agreements for renewal dates, performance commitments, and required follow-up actions to support effective contract management.• Provide guidance to internal stakeholders on contract terms, escalation points, and documentation requirements throughout the agreement lifecycle.
2026-08-26T00:00:00Z

Finance Manager

Parsippany, NJ
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Very large and profitable Fortune 500 publicly traded company located in Central Morris County is seeking a Finance Manager to add to their team to support a major business division. The successful candidate will have and Accounting or Finance degree and 5+ years of Finance or Accounting experience in either corporate FP&A, general accounting and reporting or straight public accounting. MBA is preferred here but not required. Here is a summary of some of the keys to the position:<ul><li>Develop and analyze monthly and periodic forecasts, annual business plans, and strategic financial planning initiatives</li><li>Create financial and operational models and interpret KPIs and financial results to help identify, plan, prioritize and evaluate projects</li><li>Conduct research and analyze data to generate actionable insights to solve complex business problems and improve performance</li><li>Draft materials to present information to senior leadership and stakeholders throughout the company</li></ul> This is a multi-billion revenue company with International Operations. The successful candidate will be involved in forecasting, budgeting, variance analysis and P&L analysis. Very high exposure to Sr. Management in this position. Recent MBA is preferred as well with good financial analysis and modeling skills. Need very strong EXCEL skills along with some light supervisory experience. The company offers a very competitive salary in the $120-140K range plus 10-15% target bonus depending on experience, plus great benefits and high exposure with upside potential to grow your career.
2026-09-01T00:00:00Z

Finance Manager

New York, NY
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Our client, a well-established New York CPG company, is seeking a Finance Manager, Supply Chain & Operations, who can bring strong analytical expertise to a highly visible role supporting financial and operational performance. In this role, you will oversee FP&A activities across Supply Chain, Operations, Logistics, and Corporate functions. You’ll work closely with cross-functional leaders to drive accurate forecasting, evaluate performance, identify cost-saving opportunities, and turn financial and operational data into actionable business insights. Key Responsibilities:· Lead budgeting, forecasting, and long-range planning for Supply Chain, Operations, Logistics, and corporate overhead functions.· Partner with business leaders to analyze financial performance, explain variances, monitor KPIs, and identify risks, opportunities, and areas for improvement.· Evaluate operational costs across sourcing, production, freight, distribution centers, 3PL partners, and corporate departments.· Build financial models, dashboards, and reporting tools to support scenario planning, business cases, network decisions, productivity initiatives, and strategic investments.· Collaborate with Accounting and cross-functional teams during month-end close, ensuring accurate results and clear communication of financial performance to leadership.· Drive continuous improvements in FP&A processes, reporting, data quality, automation, and planning practices. For immediate consideration please email Ronny.Cohen@roberthalf.
2026-08-18T00:00:00Z

Finance Manager

New York, NY
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
We are looking for an experienced Finance Manager to oversee financial operations and ensure the accuracy of accounting records for our organization. This role requires a strong background in financial reporting, payroll management, and nonprofit accounting practices. The ideal candidate will thrive in a dynamic environment, providing timely and accurate responses to inquiries and presenting financial insights to stakeholders. Responsibilities: • Oversee the monthly accounting close process and generate comprehensive financial reports. • Present financial data and insights at Finance Committee and Board of Directors meetings. • Address client inquiries promptly with accurate financial information. • Maintain and manage accounting systems while ensuring the integrity of financial records. • Supervise bi-monthly payroll operations, guaranteeing accurate employee compensation and timely tax payments. • Collaborate with payroll providers to ensure compliance with tax regulations. • Monitor and manage grant accounting processes to align with organizational and regulatory requirements. • Ensure financial statements are prepared in accordance with applicable standards and practices. • Provide strategic financial advice to support organizational goals and objectives.
2026-08-21T00:00:00Z

FP&A Manager

Stamford, CT
onsite
Temporary / Contract
50 - 60 USD / Hourly
Our client in the Lower Fairfield, CT area has an opening for an FP&A Manager on a consulting basis until the end of the year/January timeframe. The FP&A Manager role will require a finance specialist who can operate independently, deliver clear business insights, and build forward-looking plans that support leadership decisions. The ideal candidate brings strong analytical judgment, advanced Excel expertise, and the ability to improve FP&A processes through practical AI applications. Responsibilities:• Build and maintain driver-based financial models that support forecasting, scenario planning, and long-range business planning.• Prepare recurring management reports and executive-level dashboards that provide timely visibility into financial performance and key trends.• Translate complex financial data into actionable recommendations for senior leadership and business stakeholders.• Lead planning activities across budgeting, forecasting, and performance analysis while ensuring accuracy and consistency in outputs.• Identify, evaluate, and promote high-value AI use cases within FP&A to strengthen analysis, reporting, and decision support.• Organize priorities, timelines, and deliverables across the FP&A roadmap in a standalone role with a high level of ownership.• Develop reporting tools and dashboard solutions that improve transparency and help leaders monitor operational and financial drivers.• Partner cross-functionally to gather inputs, validate assumptions, and refine financial plans based on changing business needs.• Support planning system enhancements and contribute expertise in financial reporting programs as needed If you are interested in this FP&A Manger opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line "FP&A Manager"
2026-08-28T00:00:00Z

Financial Planning Analysis Manager

New York, NY
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
A growing consumer products company with strong brand recognition and a portfolio of products designed to enhance people's everyday lives is hiring an FP&A Manager in NYC. With a stable team, very little turnover, and a proven track record of innovation, our client is entering an exciting next phase of growth and maturity. Through strategic acquisitions and continued organic growth, the company has expanded its retail partnerships, distribution channels, revenue, and profitability. This momentum has created greater complexity and broader demands across the accounting and finance organization, particularly within FP&A. Reporting directly to the CFO, this is a high-visibility opportunity for an experienced FP&A professional to help shape and influence the financial strategy of a growing business. The FP&A Manager will lead financial planning, forecasting, and performance analysis while partnering closely with leaders across Commercial, Operations, Marketing, Supply Chain, and Accounting. The ideal candidate has experience operating in a similarly complex, high-growth environment and is comfortable balancing hands-on analysis with strategic business partnership. This is an opportunity for someone who enjoys being close to the business, can translate financial data into actionable insights, and wants to make a meaningful impact as the company scales through acquisition, expanded channels, and continued investment in its DTC business. Responsibilities<ul><li>Lead annual budgeting, rolling forecasts, and long-term financial planning. </li><li>Develop financial models and scenario analyses to support pricing, volume, promotions, tariffs, and supply chain decisions. </li><li>Deliver monthly reporting, variance analysis, KPIs, and profitability insights to senior leadership. </li><li>Support M&A activities and enhance FP&A processes, models, dashboards, and reporting.</li></ul>
2026-08-12T00:00:00Z

Construction Project Manager

Somerset, NJ
onsite
Temporary / Contract
50 - 70 USD / Hourly
Robert Half is seeking a Construction Project Manager for a long-term contract opportunity supporting projects across manufacturing operations, construction, and facility relocation. This role is ideal for a hands-on project professional who can help coordinate schedules, vendors, contractors, and internal teams to keep projects on track. This position is fully onsite 5 days a week in Somerset, NJ. Responsibilities<ul><li>Support planning, scheduling, and execution of construction, manufacturing, and facility projects</li><li>Track timelines, milestones, deliverables, and project documentation</li><li>Coordinate with engineers, contractors, vendors, and internal stakeholders</li><li>Assist with scope reviews, change orders, RFQs, purchase orders, and equipment deliveries</li><li>Monitor project progress and identify risks, delays, and cost impacts</li><li>Participate in project meetings and provide notes and follow-up items</li><li>Help ensure safety, quality, and compliance standards are met</li><li>Maintain organized project records and status reporting</li></ul>
2026-08-17T00:00:00Z

Project Analyst

Newark, NJ
onsite
Permanent / Full Time
60000 - 90000 USD / Yearly
We are looking for an experienced Project Manager to support construction project delivery across Essex County, New Jersey. This role is ideal for a highly organized individual who can track schedules, evaluate project documentation, and help keep budgets, contractors, and deliverables aligned. The position offers the opportunity to contribute to complex commercial construction efforts by providing strong analytical support and field-aware coordination from planning through closeout. Responsibilities:• Oversee several active construction assignments at once, helping maintain progress against schedules, financial targets, and quality expectations.• Analyze drawings, contracts, and supporting project records to identify gaps, clarify scope, and support informed project decisions.• Monitor contractor activities, provide coordination support, and help ensure work performed in the field aligns with project plans.• Review change requests, assist with cost and schedule impact assessments, and support negotiations through final implementation.• Build, update, and track project timelines, highlighting milestone risks and recommending corrective actions when delays arise.• Identify potential project issues early and contribute to mitigation plans that reduce cost exposure and delivery risk.• Facilitate communication among internal teams, contractors, and other stakeholders to keep project information accurate and timely.• Conduct site visits to verify progress, gather field insights, and support overall project execution through closeout.
2026-08-21T00:00:00Z

Financial Planning and Analysis Manager

Yardley, PA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
benefits:<ul><li>hybrid</li><li>Comprehensive Medical, Dental & Vision Coverage</li><li>401k</li><li>paid time off</li></ul> Growing regional service organization seeks a Finance Manager to join its team. Responsibilities include:• Drive budgeting, forecasting, and financial planning activities while supporting the continued expansion of the FP&A function• Develop quarterly budget-to-actual reporting, conduct variance analysis, and assist with annual planning processes• Collaborate with business intelligence and technology teams to improve reporting capabilities, data quality, and analytical insights• Partner closely with accounting leadership to ensure accurate financial reporting, reconciliations, and interpretation of financial results• Manage financial reporting calendars and support month-end and quarter-end analytical review processes, including flux analysis• Enhance reporting tools and dashboards utilizing Power BI while supporting broader data and reporting initiatives
2026-08-21T00:00:00Z

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>
2026-07-31T00:00:00Z

Investment Accountant

Princeton, NJ
onsite
Permanent / Full Time
120000 - 130000 USD / Yearly
benefits:<ul><li>hybrid</li><li>paid time off</li><li>dental</li><li>vision</li><li>medical</li></ul> Central NJ Investment company seeks Senior Investment Accountant to join growing team. The Senior Investment accountant will be responsible for:<ul><li>Preparation and review of balance sheets, financial statement footnotes and disclosures as well as management and regulatory investment accounting.</li><li>Analysis, reconciliation and balancing of the monthly service provider investment interface package as well as the completion and review of the data tied to the global investment database within prescribed deadlines. </li><li>Balance the monthly and quarterly data generated by the PAM investment accounting system.</li><li>Reconcile PAM related reports (journals, production reports and statutory reports) as well as reconciling investment data to the general ledger.</li><li>Compile, reconcile, analyze, troubleshoot and report on a broad array of investment accounting related topics during the close.</li><li>Complete financial requests including creation of multiple ad-hoc reports.</li></ul>
2026-08-19T00:00:00Z

Account Manager

Bethlehem, PA
onsite
Temporary to Hire
24 - 30 USD / Hourly
A growing manufacturing company in the Lehigh Valley is seeking an experienced Account Manager to join their team. This individual will serve as the primary point of contact for customers, ensuring a high level of service while building strong, long-term business relationships. The ideal candidate is customer-focused, organized, and able to thrive in a fast-paced manufacturing environment. Responsibilities:<ul><li>Manage and strengthen relationships with existing customer accounts</li><li>Serve as the main point of contact for customer inquiries, orders, and requests</li><li>Coordinate with internal departments including production, purchasing, logistics, and customer service to ensure timely delivery and customer satisfaction</li><li>Monitor account activity and proactively identify opportunities for growth</li><li>Prepare quotes, process orders, and provide product information to customers</li><li>Resolve customer concerns and issues in a professional and timely manner</li><li>Track key account metrics and provide regular updates to leadership</li><li>Maintain accurate customer records within company systems</li><li>Support business development initiatives and assist with identifying new opportunities</li></ul>
2026-09-02T00:00:00Z

Financial Advisor

Parsippany, NJ
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
We are looking for a client-centered Financial Advisor to join a wealth management team in Parsippany, New Jersey. In this role, you will help individuals and families make informed financial decisions by contributing to personalized planning, investment guidance, and responsive ongoing service. This position offers the opportunity to partner with senior advisors while also managing select client relationships independently. Responsibilities: • Contribute to client appointments by helping guide discussions, documenting next steps, and ensuring timely follow-up on agreed actions. • Support the creation of tailored financial plans by gathering relevant information, organizing recommendations, and assisting senior team members with plan development. • Evaluate each client’s financial priorities, concerns, and long-term objectives to help shape practical wealth strategies. • Work alongside outside professionals such as accountants and attorneys to align financial recommendations with broader client needs. • Oversee pre-meeting and post-meeting communication, keeping clients informed and maintaining momentum on deliverables. • Use planning tools and related software to input financial data, prepare analyses, and produce client-ready reports. • Act as the lead advisor for less complex relationships, delivering thoughtful guidance and dependable service. • Develop investment proposals by reviewing asset allocation options and preparing supporting portfolio guidance documents. • Provide additional coverage for client questions related to advisory matters and investment decisions when other advisors are unavailable. • Assist with written client outreach, including market commentary, educational updates, and other timely communications.
2026-08-27T00:00:00Z

Project Accountant

Port Washington, NY
onsite
Permanent / Full Time
70000 - 95000 USD / Yearly
We are looking for a Project Accountant to join a growing team in Port Washington, New York. This position is ideal for someone with strong construction accounting experience who can oversee high-volume project billing while staying organized in a fast-moving environment. The role works closely with project managers and senior leadership to support accurate financial reporting and maintain visibility into project performance. Responsibilities: • Oversee billing activities for multiple construction-related projects, ensuring invoices are prepared accurately and submitted on schedule. • Partner with project managers to track job financials, review costs, and address billing or budget questions throughout the project lifecycle. • Prepare and maintain project-level accounting records, including revenue, expenses, contract values, and payment activity. • Generate financial reports for leadership that highlight project status, billing progress, and key account activity. • Use AS400 and advanced Microsoft Excel tools to analyze data, reconcile accounts, and support reporting needs. • Monitor accounts receivable related to project work and follow up on outstanding balances when needed. • Assist with month-end close tasks by reviewing project transactions, reconciling discrepancies, and supporting accurate financial results. • Coordinate with internal stakeholders to help ensure project accounting processes align with construction contract requirements.
2026-09-01T00:00:00Z