<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><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>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>
