<p><strong>What you will do:</strong></p><ul><li>Lead analysis for an 18 month digital banking platform buildout and migration, ensuring delivery stays aligned to business strategy.</li><li>Review current state processes, practices, and operational metrics, then identify constraints, root causes, and improvement opportunities.</li><li>Capture and document requirements and artifacts that clearly describe current state and future state, translating complex processes and technology into clear narratives.</li><li>Convert business requirements into system specifications and maintain them in Jira, Confluence, and Azure DevOps.</li><li>Define and drive the work breakdown structure across involved teams, including timelines, dependencies, and requirement review sessions.</li><li>Perform data analysis, data mapping, and migration support to ensure legacy platform data is correctly mapped to the target platform.</li><li>Partner with vendors and service providers to validate features, functionality, and data needs to support timely delivery.</li><li>Provide production support leadership, including incident and problem management, timely resolution, and stakeholder communication.</li><li>Develop critical documentation and artifacts for project objectives, communicate findings, impacts, and next steps to stakeholders and subject matter experts.</li><li>Use Microsoft Office and diagramming tools such as Visio or Lucid to document banking processes and data flows.</li><li>Support risk, compliance, and governance expectations within a large financial institution environment, including KRIs, KPIs, and operational metrics maintenance and approvals.</li><li>Contribute to digital and core banking conversion efforts, including online banking and multiple data conversion workstreams.</li></ul><p><br></p>
<p>Robert Half Management Resources is looking for an experienced Senior Financial Analyst to join one of our clients on an interim basis. This role involves developing and maintaining advanced financial models, analyzing data, and providing actionable insights to support strategic decision-making. The ideal candidate will have a strong background in financial analysis, modeling, and reporting, with specific expertise in OneStream.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Create and maintain comprehensive financial models to support revenue forecasting, commercial planning, and long-term financial strategies.</p><p>• Extract and consolidate data from OneStream and other systems to perform in-depth financial analysis.</p><p>• Develop detailed reports and dashboards that provide meaningful insights for business leaders.</p><p>• Collaborate with various departments to streamline forecasting and budgeting processes.</p><p>• Support variance analysis and ad hoc financial reviews to identify opportunities and risks.</p><p>• Leverage advanced Excel techniques to enhance financial modeling and data presentation.</p><p>• Assist in designing and implementing tools that improve financial clarity and operational efficiency.</p><p>• Partner with cross-functional teams to optimize planning and resource allocation.</p><p>• Monitor and interpret financial trends to inform strategic decisions.</p>
<p>Tommy Zapp with Robert Half is partnering with a firm to help find a highly motivated individual as a Tax Manager.</p><p><br></p><p>The desired applicant should have 5 years of professional experience in Business Tax, knowledge preparing all federal tax forms, and be able to work in a team environment.</p><p><br></p><p>Skills and Qualifications</p><p>• Bachelor’s degree in accounting, business accounting, or finance.</p><p>• CPA or in process.</p><p>• 5 years professional experience in public accounting.</p><p>• Experience preparing tax forms: 1120,1120S,1065,1040,1040NR.</p><p>• Experience reviewing & signing tax returns.</p><p>• Ability to multitask, prioritize, and organize efficiently.</p><p>• Attention to detail</p><p>• QuickBooks experience.</p><p><br></p><p>Preferred Qualifications</p><p>• Experience in Lacerte a must.</p><p>• Experience with a Data Management Software.</p><p>• Knowledge of GAAP (generally accepted accounting principles in the U.S.) a plus.</p><p>• Experience preparing and/or reviewing compiled and reviewed financials a plus.</p>
<p><strong>What you'll do:</strong></p><p>As the Digital Technical Delivery Manager you will lead the technical team including engineers, analysts, and testers to migrate current Digital Banking Platform to Q2’s Digital Platform. This digital transformation program will require you to participate in strategic and tactical planning for the delivery of Digital products and services as well as evaluate technology and set standards. Working in this role, you'll recommend improvements to established business processes while continuing to deliver high value in execution. You'll create and deliver on comprehensive project plans, remove any impediments, and track overall project performance to analyze the successful completion of business short-term and long-term goals. You will also collaborate with other cross functional teams such as middleware, data, security, infrastructure, IAM, CIAM to ensure timely delivery of the business requirements and priorities.</p><ul><li>Manage teams responsible for delivering digital banking solutions</li><li>Lead data analysis, data mapping, and ensure data form the legacy platforms are correctly mapped and migrated to the targeted platforms </li><li>Implement safety procedures and data recovery plans. Develop user manuals, as well as policies, procedures, and safety protocols.</li><li>Partner with IT Leadership in the creation of a plan for employee development, retention, resource planning, talent management, performance management, and achieve a diverse and engaged workforce as well as recruit, train, and evaluate staff members work.</li><li>Work with IT Leadership in the preparation and management of the annual budget, business cases, execution plans, operating plans for the team and resources required to achieve established program priorities.</li><li>Ensure adequate risk management and security processes/controls are established and maintained in alignment with the risk appetite for the Bank, as well as applicable regulatory and enterprise risk management expectations.</li></ul><p><br></p>
<p>We are looking for a dedicated Small Business Help Desk Representative to join our team in Jersey City, New Jersey. In this role, you will provide exceptional support to small business clients, managing inquiries and ensuring timely resolutions. This is a long-term contract position, offering the opportunity to work in a hybrid environment with four days in the office and one day at home.</p><p><br></p><p><strong>Summary:</strong></p><p>As a <strong>Small Business Help Desk Representative</strong>, you will play a pivotal role in delivering exceptional customer service primarily through phone interactions in an automated call delivery environment using the <strong>NICE CXOne Phone Platform</strong>. You will be the first point of contact for both external and internal customers, handling a variety of requests and providing first-level technical assistance and problem-solving over the phone.</p><p><br></p><p>Strong phone skills are essential as you will manage incoming calls efficiently, respond professionally, and resolve issues accurately and promptly. Critical thinking is key—you will analyze inquiries, identify potential issues, and triage requests based on training and established guidelines.</p><p>You will also track and document all phone, email, and portal tickets in <strong>ServiceNow</strong>, ensuring thorough follow-up and resolution. This role is ideal for candidates who excel in phone-based customer service and possess strong analytical skills to resolve issues efficiently and professionally.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide timely customer service for incoming requests via phone in an automated call delivery environment (<strong>NICE CXOne</strong>).</li><li>Multi-task between incoming calls and email requests, meeting a turnaround time of <strong>12 business hours</strong>.</li><li>Track phone/email/portal tickets in <strong>ServiceNow</strong>.</li><li>Assume ownership of customer correspondence, complaints, and inquiries, ensuring efficient and professional resolution.</li><li>Meet <strong>First Level Resolution</strong> standards.</li><li>Coordinate end-to-end service with business partners when needed.</li><li>Navigate multiple systems and applications to research, analyze, and resolve inquiries.</li><li>Work effectively in a team environment using professional interpersonal and communication skills.</li><li>Maintain compliance with corporate policies, regulatory standards, and internal processes while meeting service performance and quality standards.</li><li>Utilize basic understanding of product underwriting guidelines.</li><li>Maintain performance standards in a fast-paced environment.</li></ul><p><br></p>
<p>Job Title:</p><p>Principal Engineer I - Full Stack Developer</p><p><br></p><p>What you'll do:</p><p>The role is part of Digital Banking team, specifically working on Digital Account Onboarding (DAO) platform and technologies. As a Principal Engineer I you'll provide SME expertise in your respective domain as well as adjacent domains to ensure solutions are safe, secure, compliant and reliable. You'll identify development and support needs as well as take on large and complex design responsibilities supporting project tasks. You'll also engage with project and business sponsors refining requirements and objectives of targeted solutions. As a Principal Engineer I, you also facilitate dialogue and activities, and work to ensure team collaboration including teams outside of your domain. In this role, you'll also develop the technical features while also guiding junior engineers.</p><p>Work on the current DAO platform Temenos to integrate, develop new features while enhancing the existing feature in alignment with business requirements and priorities</p><p>Provide production support, timely resolution of incidents, and communication to business stakeholders</p><p>Build the solution design of efforts that can be handed off to lower level engineers for execution assuring reuse of platforms where possible.</p><p>Review technical plans developed by lower level engineers and analysts to assure quality designs prevail which can support the volumetrics of our business partners objectives.</p><p>Build comprehensive measurement dashboards that give performance insight into key applications of the bank which can feed operational results of our business partners.</p><p>Work independently or sometimes with architecture team counterparts to lay out the final documentation required for proper ongoing reference of the given solution, including physical and logical layouts with cross reference to use case models while enforcing standards, as well as assisting in the modification or buildout of procedures that support areas of operations across IT.</p>
<p>We are looking for a detail-oriented Purchasing Agent to join our team in Phoenix, Arizona. In this role, you will oversee and manage procurement activities, ensuring the seamless execution of purchasing processes for capital expenditures, materials, and services. You will collaborate with suppliers, contractors, and internal teams to achieve organizational goals and maintain compliance with quality and safety standards.</p><p><br></p><p>Responsibilities:</p><p>• Manage procurement processes, including solicitation of quotes, supplier negotiations, order issuance, delivery confirmations, and expediting parts as needed.</p><p>• Evaluate and select vendors with relevant experience, ensuring their performance meets company standards and requirements.</p><p>• Coordinate with contractors and internal teams to ensure timely and efficient execution of contracted services.</p><p>• Develop and prepare detailed scopes of work in collaboration with internal stakeholders for service-based contracts.</p><p>• Provide accurate cost and delivery estimates for materials as required by internal teams.</p><p>• Address inquiries related to purchase order delivery statuses, unexpected material needs, and expedite requests from internal customers.</p><p>• Assist the Purchasing Manager with special projects, inventory procurement, and upcoming purchasing requirements.</p><p>• Resolve discrepancies related to receiving and invoicing for assigned procurements.</p><p>• Attend facility management meetings to stay informed and align departmental activities.</p><p>• Apply supplier risk mitigation strategies to minimize company liability in case of accidents, scope changes, or failure to meet contract obligations.</p>
We are looking for an organized and detail-oriented Collections Specialist to join our team in Phoenix, Arizona. This role involves managing customer orders, handling inquiries, and supporting various business processes to ensure seamless operations. The ideal candidate will excel in resolving discrepancies, maintaining strong relationships with stakeholders, and contributing to process improvements.<br><br>Responsibilities:<br>• Process customer orders from receipt to invoice, ensuring accurate entry into Sage 200.<br>• Verify electronic orders by cross-checking data in Sage against TrueCommerce to confirm pricing and quantities.<br>• Resolve discrepancies related to pricing or quantities to ensure order completion and accuracy.<br>• Release orders to the warehouse by reconciling data between Sage and the warehouse management system for consistency.<br>• Respond to customer inquiries regarding deliveries, returns, and product details in a timely manner.<br>• Collaborate with sales account managers to maintain clear communication and foster productive relationships.<br>• Assist with raising invoices and issuing credit notes to support the Deduction Analyst.<br>• Identify and implement process improvement opportunities within the Customer Service team.<br>• Address consumer complaints by logging data, resolving issues, or escalating concerns to the Quality team as needed.<br>• Perform additional duties aligned with the role’s responsibilities to maintain high standards.
