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17 results for Banking And Financial Markets Associate in Queens, NY

Wealth Advisor Associate

New York, NY
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
We are looking for an experienced Wealth Advisor Associate to support a high-performing private wealth practice serving high-net-worth individuals and families in New York, New York. This role combines hands-on client service, operational coordination, and advisory support, with meaningful exposure to investment implementation and wealth planning activity. The position is well suited for someone who is confident managing day-to-day client needs while building toward greater relationship responsibility over time.Up to $225K OTE: $100-120k base + bonus + production bonus Responsibilities:• Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps.• Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience.• Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately.• Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables.• Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items.• Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs.• Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials.• Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality.
2026-04-28T00:00:00Z

Accounting Associate

New York, NY
onsite
Permanent / Full Time
85000 - 105000 USD / Yearly
Our client is seeking an Accounting Associate to support a dynamic international operation. With teams operating across multiple regions, the firm brings together diverse expertise and perspectives to tackle some of the most pressing public health challenges. It’s a place where mission and impact are built into the day-to-day work. In this role, you’ll provide hands-on financial analysis for the purpose of impacting strategic decisions across global programs. Your insights will help ensure resources are allocated effectively, ultimately supporting initiatives that make a tangible difference in communities around the world. A little more about the organization… This global consultancy works to expand access to life-saving healthcare. By strengthening health systems worldwide, the organization collaborates with partners across continents to shape policy, improve outcomes, and ensure more people have the chance to live healthy, thriving lives. Every project ties back to making quality healthcare more accessible, equitable, and effective on a global scale. Headquartered in NYC, the firm offers flexibility, mobility, and excellent benefits, including a hybrid work schedule. If you are passionate about numbers, have a degree in accounting and are looking for a supportive, work environment, please apply today. Key Responsibilities:• Maintain the general ledger, including entries for AP/AR, payroll, expenses, and accruals• Allocate costs accurately across projects and grants based on budgets• Support budgeting, cash flow tracking, and variance analysis• Assist with month-end and year-end close, including reconciliations and reports• Help with financial consolidation and overall performance analysis• Process invoices, payments, and other AP/AR activities• Support payroll and expense reporting• Keep financial records and systems organized and up to date
2026-05-06T00:00:00Z

Financial Systems Analyst

Newark, NJ
onsite
Temporary / Contract
57 - 66 USD / Hourly
We are looking for a Financial Systems Analyst to support critical finance applications and strengthen the connection between business, accounting, and technology teams in Newark, New Jersey. This Long-term Contract position is ideal for someone who combines financial systems knowledge with strong analytical thinking and a practical approach to solving operational issues. The role focuses on maintaining reliable data movement, improving system-supported processes, and helping users work effectively across core finance platforms. Responsibilities: • Analyze financial system activity and interface performance to verify accurate, secure movement of data between source applications and the general ledger. • Manage and reconcile Oracle E-Business Suite R12 financial feeds while investigating discrepancies across integrated platforms and third-party connections. • Provide day-to-day functional support to users working in areas such as general ledger, accounts payable, accounts receivable, fixed assets, and related invoice or point-of-sale applications. • Troubleshoot system and process issues, document incidents clearly, and coordinate resolution with finance, technology, and operational stakeholders. • Evaluate current workflows, recommend stronger controls, and help implement process enhancements that improve efficiency, accuracy, and compliance. • Participate in upgrades, enhancements, and new implementations by translating business needs into functional requirements and supporting testing activities from script creation through retesting. • Maintain process documentation, operating procedures, and audit-ready records to support training, governance, and compliance reviews, including SOC1-related controls. • Set up and maintain master data required for proper financial posting and system integration, ensuring consistency across business operations. • Deliver user guidance and training on financial system functionality, best practices, and process expectations while supporting period-end objectives. • Assist with special projects and operational tasks such as vendor-related setup, payment support processes, and other finance systems assignments as needed.
2026-04-27T00:00:00Z

Financial Operations Analyst

New York, NY
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for a Financial Operations Analyst to support critical pricing, cost analysis, and financial reporting activities for a growing business in New York, New York. This role partners closely with finance, operations, and commercial teams to help improve margin performance, evaluate product and shipping economics, and address day-to-day operational questions. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities: • Build a strong understanding of the company’s financial model, operating structure, and key margin drivers to support informed decision-making. • Set and update product pricing for both new and existing offerings, ensuring accuracy and alignment with financial objectives. • Partner with internal stakeholders and external business contacts to address pricing questions, resolve discrepancies, and support commercial discussions. • Evaluate product presentation, packaging, and shipping costs to identify opportunities that improve customer value while protecting profitability. • Create, refine, and document operational workflows that increase efficiency and help the organization scale effectively. • Assist with packaging reviews and shipment testing to assess cost performance and uncover savings opportunities. • Track, maintain, and report financial operations metrics and performance indicators for leadership and executive visibility. • Perform ad hoc analysis, investigate issues raised by management or partners, and contribute to special projects as business needs evolve.
2026-05-06T00:00:00Z

Broker Dealer Regulatory Reporting Consultant

New York, NY
onsite
Temporary / Contract
50 - 75 USD / Hourly
Our client is in the process of getting registered as a broker-dealer and futures commission merchant and are looking for an experienced consultant to help establish and perform regulatory reporting duties.
2026-05-06T00:00:00Z

Sr. Financial Analyst

Danbury, CT
onsite
Temporary / Contract
45 - 55 USD / Hourly
Our client in the Danbury, CT area has a Sr. Financial Analyst opening. This long-term contract position offers the opportunity to work closely with the Manager of Financial Planning and Analysis, contributing to critical budgeting, forecasting, and reporting processes. The role involves utilizing advanced Excel skills to enhance financial planning and streamline analytics. The position requires a commitment of 2-3 days per week on-site, with flexibility after the initial onboarding period. Responsibilities:• Develop and maintain financial models to support decision-making and forecasting processes.• Collaborate with corporate services teams to provide accurate budgeting, reporting, and financial analysis.• Implement a rolling forecast process to improve the accuracy of financial planning.• Generate and consolidate financial reports, ensuring data accuracy and completeness.• Analyze monthly business results, including revenue and cost trends, to identify insights and opportunities.• Create presentations and deliver actionable recommendations based on financial analysis.• Conduct product and business profitability analyses, including cost and pricing factors.• Update and refine standard operating policies and procedures for finance and accounting functions.• Undertake ad hoc financial projects to enhance business insights and drive value. If you are interested in this Senior Financial Analyst role, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line: "Senior Financial Analyst"
2026-05-06T00:00:00Z

Associate Manager - Financial Systems & Transformation

Newark, NJ
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
100,000 - 160,000 benefits:<ul><li>M/D/V </li><li>401k </li><li>PTO </li><li>Urestricted sick time </li><li>Fitness reimbursement/Well-being program</li></ul> The Associate Manager, Financial Systems & Transformation, is responsible for overseeing the core financial systems, gross profit reporting, and finance transformation initiatives. This role ensures stability, accuracy, and continuous improvement of Oracle Financial systems and Gross Profit / Cash & Sales processes that support Retail Members, Corporate and Shared Financial Services. The position leads a team of financial systems and gross profit professionals, partners closely with Technology and Finance Leadership, and drives modernization through process improvement, automation, and data‑driven insights. Essential Functions <ul><li>Financial Systems Leadership & Gross Profit Oversight</li><li>Oversee Oracle Financial systems including General Ledger, Accounts Payable (including OCR), Fixed Assets, Gross Profit, and Cash & Sales.</li><li>Accountable for ensuring accurate, timely, controlled, and scalable financial processing and reporting for 48+ Members, 70+ stores, and corporate entities, while driving continuous improvement through technology, data, and AI‑enabled capabilities.</li><li>Ensure reliable operation of high‑volume interfaces (POS Cash & Sales, Payroll, Inventory, Coupons, DSD, Pharmacy, Reclamation, Utilities).</li><li>Oversee period‑end, quarter‑end, and year‑end close system readiness, including reconciliations, controls, and issue resolution.</li><li>Ensure master data governance alignment (vendors, GL accounts, calendars, legal entities)</li><li>Partner with Technology and leadership on system upgrades, enhancements, testing, and issue resolution.</li><li>Provide leadership oversight for the Gross Profit team, covering Gross Profit reporting, balance sheet reconciliations, audit schedules, and member support related to GP and inventory.</li><li>Ensure accuracy and integrity of Cash & Sales feeds from member POS systems into Oracle GL.</li><li>Oversee member support, training, and issue resolution related to GP, inventory results, and reporting.</li><li>Finance Transformation & Continuous Improvement</li><li>Drive process documentation, standardization, and optimization across finance systems and reporting. </li></ul>
2026-04-23T00:00:00Z

Financial Analyst

New York, NY
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Our client, a fast-growing leader in the CPG industry, is building a best-in-class finance team to support its expanding operations and distribution network. They are currently seeking a Financial Analyst to partner closely with supply chain and operations teams, and help drive performance across distribution centers while building a strong foundation in FP&A. You’ll gain hands-on experience in operational finance, corporate budgeting, and strategic investment analysis, all while being mentored by experienced finance leaders. Responsibilities of this position will include: · Work closely with operations and supply chain teams to evaluate performance across distribution centers, including efficiency, output, and cost metrics· Review and interpret data related to labor spend, staffing utilization, and processing volumes to uncover trends and performance gaps· Create and enhance reporting tools that translate operational activity into clear financial insights for decision-making· Investigate variances in cost and productivity, identifying underlying drivers and supporting solutions to improve performance· Contribute to financial planning cycles by assisting with close, forecasts, budgets, and long-term planning across operational and corporate functions· Partner with internal stakeholders to monitor departmental spending, anticipate risks, and provide meaningful budget insights· Build financial analyses and models to assess potential investments, operational improvements, and strategic initiatives· Support cross-functional projects by organizing deliverables, synthesizing findings, and communicating recommendations to stakeholders For immediate consideration please contact Ronny.Cohen@roberthalf.
2026-05-06T00:00:00Z

Financial Analyst

New York, NY
onsite
Permanent / Full Time
90000 - 100000 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.
2026-04-29T00:00:00Z

Financial Analyst

Stamford, CT
onsite
Temporary / Contract
28 - 35 USD / Hourly
Job Title: Financial AnalystJob Summary:We are seeking a mid-level Financial Analyst with strong analytical skills and advanced Excel proficiency to join our team. This role will support financial planning, reporting, forecasting, budgeting, and data analysis to help drive business decisions. The ideal candidate will have experience working with large data sets, building financial models, and partnering with cross-functional teams to provide actionable insights.Key Responsibilities:<ul><li>Analyze financial results, trends, and key performance indicators to support business decision-making</li><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Assist with monthly, quarterly, and annual financial reporting</li><li>Partner with business leaders to gather data, assess performance, and identify opportunities for improvement</li><li>Create and maintain dashboards, reports, and presentations for management</li><li>Perform ad hoc analysis related to revenue, expenses, profitability, and operational performance</li><li>Support month-end close and planning processes as needed</li><li>Ensure accuracy and integrity of financial data across reports and systems</li><li>Identify process improvement opportunities and help streamline reporting and analysis procedures</li></ul>
2026-04-22T00:00:00Z

Job Information US - Financial Analyst II

Norwalk, CT
onsite
Temporary / Contract
28 - 32 USD / Hourly
We are looking for a detail-oriented Financial Analyst to join our team in Norwalk, Connecticut. In this role, you will support financial planning, analysis, and reporting for various events and trade shows, ensuring the accuracy of revenue and expense data. This is a long-term contract opportunity that offers a hybrid work arrangement, combining both in-office and remote work. Responsibilities: • Analyze revenue and expenses against budgets and forecasts, preparing detailed reports to highlight trends and variances. • Develop comprehensive event budgets, financial forecasts, and strategic projections to support decision-making. • Collaborate with event teams to establish financial guidelines and ensure timely reporting across the event cycle. • Review and approve purchase orders, invoices, and expense reports to ensure compliance with company policies. • Monitor general ledger accounts, prepare journal entries, and reconcile accounts to maintain financial accuracy. • Provide financial guidance to event teams, including reviewing contracts and mapping financial structures. • Assist with accounts receivable processes, including collections and evaluating bad debt reserves. • Support on-site financial operations during trade shows, including reconciling cash receipts and verifying revenue reports. • Recommend and implement best practices to optimize financial processes and support event teams effectively. • Perform ad hoc financial analyses and reporting as needed to address specific business needs.
2026-05-07T00:00:00Z

AVP/VP Regulatory Accountant - Banking

New York, NY
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Robert Half Financial Services are hiring for an AVP/VP Regulatory Reporting/Accountant role for a European Bank located in midtown Manhattan New York. Our client requires 5+ years FRB/FED/DFS Regulatory Reporting and General Ledger experience within a Bank. Knowledge of IFRS is advantageous. The role requires 2-3 days per week in the midtown Manhattan office. Responsibilities:<ul><li>Manage and prepare regulatory reporting for Federal Reserve Bank (FED/FRB), NYS Department of Financial Services (NYDFS) and US Commerce.</li><li>Responsible for updating the mapping in the Reg-Reporter application.</li><li>Coordinate with Head Office and FED for FR Y-7 and FR Y-7Q report submissions for Bank Holding companies; Including the maintenance and update of the Organization Chart.</li><li>Monitor changes in regulation or accounting rules impacting regulatory reporting.</li><li>Maintain FRB Reporting Central; Coordinate with Head Office on the Reg-Reporter application, maintenance, and release updates; Perform routine tests in both Production and Acceptance environments.</li><li>Respond to inquiries from the regulators.</li><li>Home Office Management Reporting.</li><li>Coordinate the Branch GL first line account management exercise, report the quarterly exceptional to Head Office second line account manager, and First Line Account Management for select GL accounts.</li><li>Credit Accounting – Oversee the reporting of loan loss reserves and workouts; IFRS analysis related to stage 1 and 2 reserves; CECL calculation derived from stage 1 and 2 reserve calculation.</li><li>Report and maintain the branch leading indicator.</li><li>Report and maintain all other aspects of accounting reporting.</li></ul>
2026-04-21T00:00:00Z

Strategic Finance Senior Associate - Private Equity

New York, NY
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Robert Half Financial Services are hiring for a Strategic Finance Senior Associate to join a global Private Equity firm in midtown Manhattan, New York. The ideal candidate will play a pivotal role in driving financial insights, optimizing processes, and contributing to strategic initiatives across portfolio companies. This is an exciting opportunity to work collaboratively with senior executives and portfolio management teams while leveraging your expertise in finance and strategy. Responsibilities:• Collaborate with portfolio companies to gather timely financial reports and operational key performance indicators (KPIs).• Analyze financial and operational data to identify trends, anomalies, and opportunities for improvement, and communicate findings to investment and operating teams.• Partner with technology affiliates to oversee integration processes within portfolio companies.• Support strategic initiatives across portfolio companies, including mergers and acquisitions (M&A), cost-saving measures, financial modeling, and process improvements.• Review vendor spending across portfolio companies to identify inefficiencies and ensure proper authorization of disbursements.• Continuously assess and refine processes, implementing best practices both internally and within portfolio companies.• Evaluate and provide feedback on portfolio company budgets and long-term financial projections.• Educate and mentor portfolio company management teams on effective collaboration with firm leadership and preferred service providers.• Facilitate the onboarding of technology solutions to enhance operational efficiency across portfolio companies.
2026-05-07T00:00:00Z

Financial Analyst - Entry Level

Edison, NJ
onsite
Temporary / Contract
21 - 23 USD / Hourly
We are looking for an Entry Level Financial Analyst in the Middlesex County, NJ area. This position will be onsite 5 days a week. A Bachelor's Degree in Accounting or Finance is required. Responsibilities:• Review alerts produced by transaction monitoring tools and examine account activity to identify patterns that may indicate unusual or potentially suspicious behavior.• Evaluate customer transaction activity against expected profiles, researching variances and escalating concerns when activity does not align with normal behavior.• Perform follow-up analysis on flagged payments or transfers, gathering supporting information to help determine whether activity is reasonable and properly supported.• Partner with internal teams to obtain documentation and background details needed to support customer due diligence and enhanced review processes.• Apply current regulatory and compliance guidelines in daily work to help ensure investigations are completed accurately and consistently.• Collaborate with technology partners to improve the effectiveness of transaction monitoring rules, workflows, and system performance.
2026-04-29T00:00:00Z

Senior Financial Analyst

New York, NY
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Our valued client, a globally recognized leader in the professional services industry, is seeking a highly qualified Senior Financial Analyst to join their team. This organization is known for its commitment to financial excellence, operational integrity, and collaboration. While technical expertise is critical, cultural alignment is equally important. Teamwork, integrity, and commitment are foundational values that shape the company’s relationships with clients, colleagues, and communities worldwide. Reporting directly to the Manager of FP&A, the Senior Financial Analyst will play a pivotal role in company-wide financial reporting, forecasting and strategic analysis. This is a highly visible role with direct exposure to the CFO and executive leadership team. The ideal candidate is not only technically strong but also a strategic thinker and effective communicator, capable of translating complex financial insights into actionable business recommendations. This individual will take ownership of P&L performance and help drive profitability and long-term success across the organization.Along with an extremely competitive compensation structure, the organization offers top of the line benefits and an easily accessible office in Midtown, NY. Key Responsibilities<ul><li>Lead monthly and quarterly financial reporting and forecasting processes</li><li>Support the annual profit planning cycle, including economic analysis and development of financial models to assess risk and opportunity</li><li>Build and maintain complex financial models; conduct ad-hoc analyses to support executive decision-making</li><li>Prepare executive-level presentations and partner with senior management to evaluate strategic initiatives</li><li>Drive continuous improvement initiatives to enhance reporting processes and operational efficiency</li></ul>
2026-05-05T00:00:00Z

Senior Financial Analyst

Bridgewater, NJ
onsite
Temporary / Contract
55 - 75 USD / Hourly
We are looking for an experienced Senior Financial Analust to support long-range financial planning for a pharmaceutical organization in Bridgewater, New Jersey. This sontract position will focus on building and refining multi-year financial models that translate income statement drivers into a 7- to 10-year outlook. The ideal candidate will combine strong analytical judgment with advanced modeling expertise to evaluate future revenue trends, growth assumptions, and product-level performance across a complex portfolio. Must have prior experience with Adaptive Planning and advanced Excel skills. This role will be hybrid onsite in Bridgewater, NJ. Responsibilities:• Build and maintain comprehensive long-range financial models that project business performance over a 7- to 10-year horizon.• Translate income statement data into forward-looking forecasts that support strategic planning and decision-making.• Develop a foundational planning model and enhance it with scenario analysis, growth assumptions, and revenue projections.• Analyze revenue contributions across multiple products to identify trends, risks, and performance drivers.• Prepare clear financial reports and dashboards using Excel, Adaptive Planning, and Power BI for leadership review.• Partner with cross-functional stakeholders to validate assumptions and align financial outlooks with business objectives.• Support forecasting, reporting, and month-end close activities as needed to ensure consistency across planning outputs.
2026-04-29T00:00:00Z

Financial Analyst III

New York, NY
onsite
Temporary / Contract
55 - 57 USD / Hourly
We are looking for a highly skilled Financial Analyst III to join our team in New York, NY This is a long-term contract position offering the opportunity to contribute to a dynamic and rapidly expanding business. In this role, you will collaborate with cross-functional teams to analyze, optimize, and support strategic initiatives that drive operational efficiency and customer satisfaction. If you thrive in a fast-paced environment and have a passion for financial analysis and decision-making, we encourage you to apply. Responsibilities:• Develop and maintain comprehensive financial models to support strategic decision-making and business performance analysis.• Collaborate with cross-functional teams to provide financial insights and recommendations for new projects and initiatives.• Monitor and report on key financial metrics, identifying trends and opportunities for improvement.• Support labor planning and pricing strategies to optimize costs and enhance customer quality.• Simplify and improve financial tools and processes to increase efficiency across teams.• Provide guidance to stakeholders on financial trade-offs and business priorities in complex and ambiguous scenarios.• Conduct ad hoc financial analysis to address specific business challenges and opportunities.• Partner with leadership to evaluate and prioritize projects, ensuring alignment with organizational goals.• Influence senior leaders through data-driven insights and actionable recommendations.• Identify and address operational defects proactively, driving process improvements
2026-04-28T00:00:00Z