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38 results for Wealth Management Assistant in Randolph, NJ

FP&A Consultant
  • Florham Park, NJ
  • onsite
  • Temporary
  • 71.25 - 82.50 USD / Hourly
  • We are looking for an experienced FP& A Consultant to join our team in Florham Park, New Jersey. In this contract position, you will play a critical role in managing financial planning and gross-to-net analytics for the pharmaceutical industry. This role requires close collaboration with cross-functional teams to ensure financial accuracy, enhance forecasting models, and provide actionable insights to guide business strategies.<br><br>Responsibilities:<br>• Develop and maintain detailed financial forecasting models to project revenues, expenses, and profitability.<br>• Conduct gross-to-net analysis, including validating and booking accruals such as chargebacks, rebates, administrative fees, Medicaid, and product returns.<br>• Collaborate with Sales, Commercial, and Contracts teams to gather and verify data impacting pricing, customer agreements, and product launches.<br>• Prepare and present financial analysis to senior management to support strategic decision-making and scenario planning.<br>• Reconcile accounts to actuals, identifying variances and trends to ensure accurate financial reporting.<br>• Create and maintain dashboards and reports to monitor gross-to-net metrics effectively.<br>• Support monthly and annual close processes by ensuring deductions and accruals are accurate and well-documented.<br>• Partner with cross-functional teams to refine compliance procedures and enhance automation tools such as Power BI and Excel-based trackers.<br>• Provide financial impact analysis for pricing or contract changes and assist in strategic planning efforts.<br>• Identify and recommend process improvements to optimize financial operations and documentation.
  • 2026-01-23T14:08:53Z
Portfolio Analyst
  • Staten Island, NY
  • onsite
  • Permanent
  • 110000.00 - 120000.00 USD / Yearly
  • <p>110,000 - 120,000</p><p><br></p><p>benefits:</p><ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul><p>Our client, a rapidly expanding financial services company based in Staten Island, is seeking a Portfolio Analyst to join their team. This is an excellent opportunity for a detail‑oriented candidate looking to grow within a collaborative and stable organization.</p><p><br></p><p>Key Responsibilities</p><ul><li>Analyze and monitor a portfolio of restructured loans and commercial credits.</li><li>Conduct thorough credit analysis, risk assessments, and ongoing portfolio reviews.</li><li>Track and evaluate loan repayment performance, identifying trends, issues, and variances.</li><li>Prepare regular portfolio reports and recommend actions to mitigate risk.</li><li>Partner with internal teams to support underwriting, compliance, and lending decisions.</li></ul><p>Qualifications</p><ul><li>4+ years of experience in credit analysis, loan restructuring, workout, or portfolio management.</li><li>Strong analytical and financial modeling skills.</li><li>Experience monitoring loan performance and repayment activity.</li><li>Bank credit training strongly preferred.</li><li>Excellent communication skills and ability to interpret complex financial data.</li></ul><p>This company offers an excellent benefits and compensation package. To apply email a resume in a word format. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.</p>
  • 2026-01-26T21:53:40Z
Money Market/Repo Trade Support - Banking
  • New York, NY
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p>Robert Half Financial Services is recruiting for a Money Market/Repo Trade Support role for a global boutique Bank firm located in midtown Manhattan. Our client requires 2+ years Money Market or Repo Trade Operations experience at a Bank, with knowledge of MM, Repo, FX products. Experience using Opics system is advantageous. This role is hybrid remote requiring 2-3 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Price fix/floating rate notes based on swap, credit risk and yield curve considerations</li><li>Price Repo collateral based on specific issue and technical factors in the treasury market</li><li>Price USD/FX Depo Swap based on exchange rates</li><li>Other financial instruments that the Branch considers strategically appropriate</li><li>Forecast running cash position and calculate how each transaction influences current and future cash flows</li><li>Maintain Repo I/O ratio in conjunction with internal limits</li><li>Maintain DTC clearing fund requirements and prevent any limit breaches</li><li>Develop relationship with counterparties (inter-Bank, Dealers, FICC, MMF, and FRB)</li><li>Participate in meetings/events where the market participants participate and make/keep relationships with them</li><li>Inputting transactions into the Opics System</li><li>Perform daily settlement of the Bank’s balances with Branch’s primary bank, assuring positive balances and no over drawn accounts</li><li>Execute all short-term funding needs and trading activities within authorized limits</li><li>Make FICC margin call RINGI</li><li>Make transaction RINGI reports</li><li>Monitor credit lines for potential problems and devise solutions to minimize the Branch’s risk exposure</li><li>Acquire and analyze market information and share with the TR group and management when needed</li><li>Control, reconcile and adjust the Opics system, ensuring accuracy of all cash trader’s details</li><li>Quote rates to our Loan Group and accommodate their funding/repayment needs and adjustments</li><li>Make internal tickets of loan transactions for the Operation Group</li><li>Prepare and secure all necessary documents in accordance with internal compliance guidelines</li><li>Prepare “Know Your Customer Questionnaire” for new counterparties</li><li>Participate in various projects at the beginning stage and make suggestions</li></ul>
  • 2026-01-08T18:38:39Z
Financial Analyst
  • Newburgh, NY
  • remote
  • Contract / Temporary to Hire
  • 20.00 - 40.00 USD / Hourly
  • <p><strong>Overview</strong></p><p>Our client is hiring a <strong>Financial Analyst</strong> for a contract‑to‑hire role located in <strong>Newburgh, NY</strong>. This position plays a key role in supporting financial operations, reporting, and strategic analysis across the organization.</p><p><strong>Key Responsibilities</strong></p><ul><li>Support financial planning cycles including budgets, forecasts, and long‑range plans</li><li>Prepare financial statements, dashboards, and performance reports</li><li>Conduct deep‑dive analysis on revenue, expenses, and operational metrics</li><li>Assist with cash flow analysis and working capital management</li><li>Partner with internal teams to evaluate business performance</li><li>Maintain financial databases and ensure data accuracy</li><li>Participate in audit support and compliance activities</li><li>Contribute to continuous improvement of financial processes and tools</li></ul><p><br></p>
  • 2026-02-04T00:18:43Z
Sr. Financial Analyst -SaaS
  • New York, NY
  • remote
  • Temporary
  • 50.00 - 70.00 USD / Hourly
  • <p>We are looking for an experienced Senior Financial Analyst to join our team on a contract basis in a fully remote capacity. In this role, you will support a newly formed SaaS-focused organization with financial reporting and analysis, ensuring accurate revenue modeling and insightful board reporting. This position offers the opportunity to work in a fast-paced, collaborative environment as part of a lean team directly with the CFO. Key responsibility is helping the CFO compile board reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare & compile comprehensive board reporting packages to support decision-making processes.</p><p>• Conduct detailed financial analysis to evaluate performance metrics and identify trends.</p><p>• Develop and maintain SaaS-related financial models, including annual recurring revenue projections.</p><p>• Analyze revenue streams and provide insights for revenue recognition and forecasting.</p><p>• Execute ad hoc financial projects to address immediate organizational needs.</p><p>• Collaborate with leadership to ensure timely and accurate financial reporting.</p><p>• Monitor and assess variance analyses to ensure financial goals align with projections.</p><p>• Support deferred revenue calculations and reporting processes.</p><p>• Contribute to the creation of annual reports, highlighting key financial outcomes.</p><p>• Assist in evaluating company revenue recognition policies to ensure compliance.</p>
  • 2026-02-04T15:34:04Z
Sr. Financial Analyst
  • Parsippany, NJ
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>International medical services provider seeks a sales facing Senior Financial Analyst to join their team. </p><p>Candidates for this role should have experience supporting the sales team with financial advice based on sound analysis and modeling supporting decision making, knowledge of pricing and strategy, deal structuring and positioning, ideally</p><p>experience within the medical plan space, strong Excel skills, ability to present ideas and back them with sound financial support, 3+ years of experience, degree in business related discipline. Definite opportunity for growth and</p><p>promotion.  </p>
  • 2026-01-23T22:58:53Z
Portfolio Analyst
  • Eatontown, NJ
  • onsite
  • Permanent
  • 75000.00 - 110000.00 USD / Yearly
  • <p>75,000 - 110,000</p><p><br></p><p>benefits:</p><ul><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li><li>401k</li><li>growth potential</li></ul><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Monitor portfolio performance and provide regular reporting and analysis.</li><li>Compile, validate, and interpret financial data to identify trends, risks, and opportunities.</li><li>Assist in forecasting, budgeting, and long-term planning activities.</li><li>Prepare client-facing reports, dashboards, and presentations.</li><li>Support due diligence for new investments or portfolio changes.</li><li>Collaborate with internal teams (finance, operations, leadership) to ensure accuracy and transparency in portfolio reporting.</li><li>Maintain documentation and ensure compliance with internal controls.</li></ul>
  • 2026-01-16T14:38:36Z
Accounts Payable Specialist
  • White Plains, NY
  • remote
  • Permanent
  • 65000.00 - 75000.00 USD / Yearly
  • Robert Half is seeking a detail-oriented and efficient Accounts Payable Specialist on behalf of our client. This critical role supports financial operations through the accurate and timely processing of invoices, payments, and expense reports. The ideal candidate will demonstrate robust organizational skills, a strong understanding of basic accounting principles, and a high level of professionalism in working with vendors and team members. Key Responsibilities ·      Invoice Management: Review, verify, and process invoices for payment while ensuring accuracy and compliance with company policies and procedures. ·      Payment Processing: Generate and distribute payments (checks, ACH, wire transfers) in alignment with due dates, resolving payment discrepancies promptly. ·      Expense Reporting: Audit employee expense reports for policy compliance and ensure timely reimbursement. ·      Vendor Communication: Maintain detail oriented relationships with vendors to address inquiries, resolve disputes, and confirm payment details. ·      Recordkeeping: Establish and maintain accurate accounts payable records within the accounting system. ·      Process Improvement: Identify inefficiencies and recommend solutions to enhance the accounts payable workflow. ·      Reporting: Assist with month-end closing tasks, including reconciling accounts payable and preparing necessary reports.
  • 2026-01-23T22:58:53Z
Financial Analyst
  • New York, NY
  • onsite
  • Temporary
  • 26.91 - 31.16 USD / Hourly
  • We are looking for an experienced Financial Analyst to join a dynamic team in the non-profit sector. This long-term contract position offers an opportunity to contribute to critical financial planning and analysis efforts while supporting impactful organizational goals. Based in New York, New York, this role is ideal for professionals with strong financial expertise and a commitment to driving results.<br><br>Responsibilities:<br>• Prepare and analyze monthly financial reports to ensure accuracy and compliance with organizational standards.<br>• Develop and manage annual budgets, collaborating with team members across departments.<br>• Conduct grant reporting and ensure alignment with funding requirements.<br>• Perform financial modeling and ad hoc analyses to support decision-making processes.<br>• Identify and analyze variances in financial data, providing actionable insights to stakeholders.<br>• Utilize advanced Excel skills to organize, interpret, and present data effectively.<br>• Support accounting functions as necessary to maintain accurate financial records.<br>• Contribute to data mining efforts to uncover trends and enhance forecasting capabilities.<br>• Collaborate with cross-functional teams to enhance financial planning processes.<br>• Provide recommendations for improving financial efficiency and enhancing resource allocation.
  • 2026-01-28T18:48:41Z
Hedge Fund - Commodity Logistics, Operations Analyst, Hybrid
  • New York, NY
  • onsite
  • Permanent
  • 65000.00 - 95000.00 USD / Yearly
  • <p><strong>Hedge Fund - Commodity Logistics / Operations Analyst, Hybrid.</strong></p><p><br></p><p>Our client a global financail institution continues to add to their physical commodity trading team based in NYC. This role joins the operations team and focuses on the finacial settlement (invoicing) of physical transactions, as well as scheduling rail, truck, and vessel shipments - supporting softs, energy, and metals trading desks. The firm is known for a positive team culture, promoting from within, and very generous benefits and bounuses.</p><p><br></p><p>For immediate consideration email your resume to austin.royle@rhi.</p><p><br></p>
  • 2026-01-08T15:33:41Z
Accounts Payable Specialist
  • White Plains, NY
  • remote
  • Permanent
  • 65000.00 - 75000.00 USD / Yearly
  • Robert Half is seeking a detail-oriented and efficient Accounts Payable Specialist on behalf of our client. This critical role supports financial operations through the accurate and timely processing of invoices, payments, and expense reports. The ideal candidate will demonstrate robust organizational skills, a strong understanding of basic accounting principles, and a high level of professionalism in working with vendors and team members. Key Responsibilities ·      Invoice Management: Review, verify, and process invoices for payment while ensuring accuracy and compliance with company policies and procedures. ·      Payment Processing: Generate and distribute payments (checks, ACH, wire transfers) in alignment with due dates, resolving payment discrepancies promptly. ·      Expense Reporting: Audit employee expense reports for policy compliance and ensure timely reimbursement. ·      Vendor Communication: Maintain detail oriented relationships with vendors to address inquiries, resolve disputes, and confirm payment details. ·      Recordkeeping: Establish and maintain accurate accounts payable records within the accounting system. ·      Process Improvement: Identify inefficiencies and recommend solutions to enhance the accounts payable workflow. Reporting: Assist with month-end closing tasks, including reconciling accounts payable and preparing necessary reports
  • 2026-02-01T20:43:36Z
Financial Sales Analyst
  • Hatfield, PA
  • onsite
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
  • 2026-02-06T22:18:40Z
FP&A Analyst
  • Matawan, NJ
  • onsite
  • Contract / Temporary to Hire
  • 24.00 - 30.00 USD / Hourly
  • <p>We are looking for a skilled Financial Analyst to contribute to the financial planning and analysis efforts of our organization in Monmouth County, New Jersey. In this contract to permanent position, you will play a key role in supporting strategic decision-making through detailed financial forecasting, budgeting, and performance analysis. The ideal candidate will possess strong analytical abilities, a deep understanding of financial principles, and exceptional communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Compile and distribute financial reports that highlight company volume trends and key performance metrics.</p><p>• Conduct variance analysis of income statements comparing actual results to budgets and prior years.</p><p>• Collaborate with department leaders to provide insights into financial data that drive business strategies.</p><p>• Take an active role in the development of annual budgets and periodic financial forecasts.</p><p>• Assist in creating presentations for quarterly and annual Board of Director meetings, as well as end-of-period executive reports.</p><p>• Prepare ad-hoc financial reports to support various business needs, including acquisitions, financing, and divestitures.</p><p>• Analyze data and perform comparative analyses to recommend actionable insights.</p><p>• Develop innovative techniques for financial planning to enhance decision-making support.</p><p>• Utilize statistical tools to evaluate financial data and effectively communicate findings.</p><p>• Work efficiently in a dynamic environment while managing multiple priorities.</p>
  • 2026-02-02T22:14:07Z
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