We are looking for an experienced Senior Accountant to join our team in Charlotte, North Carolina. In this role, you will oversee a variety of financial tasks, ensuring accuracy and compliance with organizational policies and accounting standards. You will also play an integral part in mentoring entry-level team members and enhancing the efficiency of accounting processes.<br><br>Responsibilities:<br>• Lead and mentor entry-level team members, providing guidance and reviewing their work for accuracy and compliance.<br>• Prepare and review journal entries, ensuring financial transactions are recorded in alignment with established accounting policies.<br>• Monitor account activity and maintain supporting documentation to ensure proper financial recordkeeping.<br>• Complete, review, and approve reconciliations for general ledger accounts, investigating and resolving discrepancies as needed.<br>• Design, implement, and document workflows and controls for accounting and reporting processes, including subsidiary systems.<br>• Recommend and refine controls to adapt to changes in products, processes, regulations, or corporate policies.<br>• Develop and update accounting processes and procedures to align with regulatory and organizational standards.<br>• Analyze financial performance by preparing and interpreting complex reports, including variance analyses and budget forecasts.<br>• Ensure accurate and timely submission of management, regulatory, and financial reports.<br>• Respond to audit inquiries and collaborate with relevant teams to provide necessary analysis and documentation.
<p>We are looking for a dedicated Customer Service Representative to join our team in Charlotte, North Carolina. In this role, you will play a pivotal part in coordinating service requests and maintaining effective communication with vendors, technicians, and residents. This is a long-term contract opportunity within the dynamic Real Estate & Property industry, offering a chance to contribute to high-quality customer experiences.</p><p><br></p><p>Responsibilities:</p><p>• Manage communication with contracted technicians, including dispatching, scheduling, and providing clear expectations regarding work scopes.</p><p>• Review maintenance chargebacks to verify legitimacy and authorize resident account charges when appropriate.</p><p>• Ensure service calls are completed satisfactorily, representing both the company and client interests.</p><p>• Address emergency service requests and escalations promptly and with a focus on customer satisfaction.</p><p>• Build and sustain strong, detail-oriented relationships with vendors and technicians.</p><p>• Respond to vendor inquiries, quotes, and concerns within a 24-hour timeframe.</p><p>• Handle resident complaints, escalating issues when necessary.</p><p>• Coordinate in-house service appointments directly with residents.</p><p>• Arrange move-out inspections with residents and assign tasks to field project managers.</p><p>• Record service requests from residents in the Service Maintenance Portal efficiently and accurately.</p>
<p>Robert Half client is in need of an Accounts Receivable Specialist for a contract. Ideal skillset will include business-to-business collections, and journal entries.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Generating timely and accurate customer invoices on a monthly basis</li><li>Maintaining accounts receivable records to ensure aging is up to date</li><li>Verifying invoices for appropriate documentation prior to payment</li><li>Monitoring incoming payments and ensuring they are applied correctly</li><li>Reconciling accounts receivable ledger with the general ledger</li><li>Resolving discrepancies between customer payments and invoices</li><li>Handling customer inquiries regarding bills or payments</li><li>Assisting with month-end closing activities such as preparing journal entries</li><li>Developing reports related to accounts receivable activity</li><li>Working with other departments to resolve billing issues or disputes</li><li>Ensuring compliance with all applicable laws and regulations related to accounts receivable activities</li></ul><p> </p>
<p>Robert Half is working with a client in need of a staff accountant. The ideal candidate will have expertise in bank reconciliations. They would also possess a high level of accounting knowledge and ERP systems.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Preparing journal entries</li><li>Assisting with audit fieldwork for both operational and financial audits</li><li>Supporting month-end and year-end close</li><li>Preparing financial statements, journal entries and account reconciliations</li><li>Reconciling and balancing general ledger accounts</li><li>Researching and correcting account discrepancies</li></ul><p><br></p>
<p>Robert Half client is seeking a collections specialist to join the team. The ideal candidate will have previous business-to-business collections experience and exemplary customer service skills.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Creating and maintaining credit history files</li><li>Analyzing and assessing the creditworthiness of accounts and clients using external credit risk management tools and reports</li><li>Supporting the collection efforts/calls for accounts receivable portfolio</li><li>Documenting daily collections activity</li><li>Researching account disputes and billing discrepancies</li><li>Performing account and payment reconciliations</li><li>Responding to credit inquiries from external and internal clients</li><li>Identifying delinquent accounts requiring external collection efforts</li><li>Identifying bad debt or financial exposure</li></ul><p><br></p>
<p>Robert Half client is in need of an Accounts Payable specialist for a contract. The AP Specialist will be responsible for matching, batching and coding invoices to the general ledger. </p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Reviewing invoices for appropriate documentation and approval prior to processing</li><li>Entering and uploading invoices into accounting software</li><li>Processing invoices and check requests in an accurate and timely manner</li><li>Maintaining invoice copies, purchase orders and approvals</li><li>Researching and resolving invoice discrepancies and issues</li><li>Communicating with vendors regarding payment status, invoice requests and inquiries as needed</li><li>Providing supporting documentation for audits</li><li>Assisting with month-end closing</li><li>Researching and resolving accounts payable or accounts receivable issues with customers or vendors</li><li>Updating and reconciling the sub-ledger to the general ledger</li><li>Maintaining cash applications, account reconciliations and chargebacks</li></ul><p> </p>
<p>Robert Half is working with a client in need of a staff accountant. The ideal candidate will have expertise in bank reconciliations. They would also possess a high level of accounting knowledge and ERP systems.</p><p> </p><p><strong>Responsibilities </strong></p><ul><li>Preparing journal entries</li><li>Assisting with audit fieldwork for both operational and financial audits</li><li>Supporting month-end and year-end close</li><li>Preparing financial statements, journal entries and account reconciliations</li><li>Reconciling and balancing general ledger accounts</li><li>Researching and correcting account discrepancies</li></ul><p><br></p>
<p>We are looking for an experienced Buyer to join our team on a contract basis in Charlotte, North Carolina. In this role, you will be responsible for procurement activities, ensuring the acquisition of goods and services aligns with organizational requirements and standards. </p><p><br></p><p>Responsibilities:</p><p>• Manage the procurement process for goods and services, ensuring compliance with organizational policies and standards.</p><p>• Collaborate with internal teams to identify procurement needs and develop effective strategies.</p><p>• Evaluate and select vendors based on quality, pricing, and reliability.</p><p>• Monitor supplier performance and build strong relationships to ensure consistent delivery of goods.</p><p>• Oversee purchasing activities for health information management systems, including EHR platforms and related technologies.</p><p>• Ensure timely and accurate processing of purchase orders and invoices.</p><p>• Utilize systems such as McKesson, IBM AS/400, and Armed Forces Health Longitudinal Technology Application (AHLTA) to support procurement operations.</p><p>• Conduct market research to identify cost-effective and high-quality options.</p><p>• Maintain detailed records of purchases, contracts, and supplier interactions.</p><p>• Contribute to continuous improvement initiatives within the procurement process.</p>
We are looking for a skilled Marketing Specialist to join our team in Charlotte, North Carolina, on a long-term contract basis. In this dynamic role, you will collaborate with a cross-functional marketing team to plan and execute innovative campaigns that drive engagement and growth. This hybrid position offers flexibility, with 2-3 days per week in the office and the remainder of your work completed remotely.<br><br>Responsibilities:<br>• Develop and execute marketing campaigns across various digital platforms to enhance brand visibility.<br>• Collaborate with internal teams and external marketing agencies to ensure cohesive messaging and strategy.<br>• Utilize tools like HubSpot, Canva, and Adobe Creative Cloud to create engaging content and materials.<br>• Oversee email marketing initiatives, including campaign planning, design, and automation.<br>• Support the launch of new platforms by contributing to project-based tasks and marketing strategies.<br>• Attend weekly marketing sprint calls to align on priorities and progress.<br>• Ensure timely delivery of marketing assets and maintain project timelines using tools like Asana.<br>• Design and optimize workflows for marketing automation processes.<br>• Contribute to the adoption and integration of new tools, such as Canva, for creative projects.
<p>We are seeking a Sales & Trade Marketing Manager who will play a key role in nurturing and growing our existing customer relationships across channels. This role is focused on strong account stewardship, consistent execution, and thoughtful trade support to drive profitable, sustainable growth. Reporting to the President, this position works closely with Marketing, Operations, and Distribution to ensure customers are well-supported and programs are executed with care and follow-through.</p><p>Our client is a growing and increasingly diversified company, and the retail landscape continues to evolve. We are looking for someone who enjoys working closely with customers, understands their needs, and takes pride in being responsive, organized, and reliable. The ideal candidate is energized by building long-term relationships, managing details, and being a steady, trusted point of contact for both customers and internal teams.</p><p>This is a hands-on role for someone who values service, ownership, and collaboration, and who wants their work to make a visible difference every day.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>Key Account Management</p><p>Manage and grow a portfolio of assigned national and house accounts, with a primary focus on strengthening existing relationships.</p><p>Serve as the primary point of contact for assigned customers for sales, trade, and non-standard service needs.</p><p>Ensure consistent communication of pricing updates, promotions, product changes, and new product announcements.</p><p>Support new product placement and periodically review assortments to ensure alignment with customer needs and performance.</p><p>Identify opportunities to improve distribution, assortment, and reorder activity within existing accounts.</p><p><br></p><p>Trade Marketing and Customer Support</p><p>Support customer-focused marketing efforts, including sell sheets, product information, samples, and other sales tools.</p><p>Lead customer-specific marketing initiatives and promotions in collaboration with Marketing and Product teams.</p><p>Coordinate merchandising efforts, including assortment and display recommendations where appropriate.</p><p>Support customer events such as distributor shows, meetings, demonstrations, and presentations.</p><p>Communicate and execute national and customer-specific programs with attention to detail and follow-through.</p><p>Manage relationships with independent retailer house accounts, providing consistent outreach and support.</p><p>Support and help cultivate select international account relationships.</p><p>Collaborate with Customer Service, Logistics, and other internal teams to help resolve service, pricing, or quality issues.</p>
<p>Robert Half is seeking a detail-oriented Accounting Clerk. This role provides an excellent opportunity to contribute to essential financial functions, including invoice matching, data entry, and accounts payable/receivable processing.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><p> </p><ul><li>Process and maintain accurate financial records, including accounts payable and receivable transactions.</li><li>Reconcile bank statements and assist in month-end and year-end financial closings.</li><li>Generate financial reports and assist with audits by providing requested documentation.</li><li>Verify the accuracy of invoices, purchase orders, and expense reports.</li><li>Enter and update financial data in accounting software systems with a high level of accuracy.</li><li>Assist with budget preparation and financial forecasting.</li><li>Monitor overdue accounts and perform collection activities as needed.</li><li>Respond to vendor and client inquiries regarding billing and payment issues.</li><li>Support other accounting and administrative duties as assigned by management.</li></ul><p><br></p>
<p>Robert Half is working with a client in need of a full charge bookkeeper. The ideal candidate is detail-oriented, highly organized, and thrives in dynamic environments, bringing a proactive approach to bookkeeping tasks. They possess excellent problem-solving skills and are adept at managing financial data with accuracy and confidentiality, contributing to the success of the organization.</p><p> </p><p><strong>Responsibilities:</strong></p><p> </p><ul><li>Manage and oversee all day-to-day accounting operations, including accounts payable, accounts receivable, and payroll processing.</li><li>Handle monthly, quarterly, and yearly closing processes and prepare financial reports for management.</li><li>Reconcile bank statements and general ledger accounts to ensure accuracy.</li><li>Monitor budgets and maintain records of fixed assets, depreciation schedules, and accruals.</li><li>Prepare and file tax forms, including payroll tax reporting and sales tax filings.</li><li>Ensure compliance with local, state, and federal regulations.</li><li>Maintain records for audits, assist with external auditors, and ensure data integrity.</li><li>Handle general ledger functions and maintain chart of accounts for financial reporting accuracy.</li><li>Forecast cash flows and manage cash disbursements.</li></ul><p><br></p>
We are looking for an experienced Product Manager to join our team in Charlotte, North Carolina, on a Contract to permanent position. In this role, you will play a pivotal part in driving the development of innovative advertising solutions within the printing and publishing industry. You’ll collaborate across teams to transform ideas into actionable products and strategies, ensuring alignment with market needs and business goals.<br><br>Responsibilities:<br>• Define, test, and refine new advertising solutions, including social media formats, short-form videos, and other creative ad products.<br>• Develop comprehensive product specifications and go-to-market strategies to support new offerings.<br>• Lead pilot programs to evaluate product potential, analyze outcomes, and decide on scaling, iteration, or retirement.<br>• Work closely with UX designers, developers, and AI tools to build and enhance product functionality.<br>• Create sales enablement materials such as pricing models, training resources, and product documentation.<br>• Monitor product performance metrics to identify opportunities for optimization in pricing, packaging, and delivery.<br>• Collaborate with local sales teams to gather insights and incorporate market feedback into product development.<br>• Partner with cross-functional teams, including advertising operations, editorial, design, marketing, and client experience, to ensure seamless execution.<br>• Manage relationships with external vendors and partners to support product initiatives.<br>• Contribute to product release cycles and work to improve processes and workflows.
<p>We are looking for a skilled Purchasing Agent to oversee and optimize procurement operations in a manufacturing setting. This role will be responsible for managing supplier relationships, streamlining purchasing processes, and ensuring inventory meets production demands while controlling costs. Based in South Charlotte, this is an on-site, permanent position that requires a proactive and detail-oriented individual.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end purchasing operations, ensuring efficiency and alignment with production goals.</p><p>• Evaluate and enhance procurement processes, controls, and workflows to improve performance.</p><p>• Monitor daily purchasing activities, ensuring accuracy, timeliness, and compliance with company standards.</p><p>• Collaborate with internal teams to align procurement strategies with business and production needs.</p><p>• Manage supplier relationships, negotiate contracts, and assess vendor performance to ensure reliability and cost-effectiveness.</p><p>• Analyze market trends to identify cost-saving opportunities and mitigate risks in procurement.</p><p>• Oversee inventory levels to balance availability with cost efficiency and prevent overstocking.</p><p>• Identify and onboard new vendors, evaluating pricing, delivery capabilities, and reliability.</p><p>• Support the implementation of automation and process improvements within purchasing systems.</p><p>• Assist with demand forecasting, purchasing data analysis, and annual inventory planning.</p>
<p>We are proactively building a network of experienced Cloud Engineers for upcoming consulting and contract opportunities with enterprise and high-growth technology organizations. These roles involve designing, implementing, and optimizing cloud infrastructure that supports scalable applications, modern DevOps practices, and secure enterprise environments.</p><p><br></p><p>The Cloud Engineer will be responsible for building and maintaining secure, scalable cloud environments across public cloud platforms. This role works closely with DevOps teams, developers, and infrastructure engineers to implement automation, improve system reliability, and ensure cloud resources are optimized for performance and cost efficiency.</p><p><strong>Key Responsibilities</strong></p><ul><li>Design, implement, and maintain cloud infrastructure across modern public cloud platforms.</li><li>Automate infrastructure provisioning and deployment using infrastructure-as-code tools.</li><li>Monitor system performance, reliability, and security across cloud environments.</li><li>Collaborate with development and DevOps teams to support CI/CD pipelines and application deployments.</li><li>Implement best practices around cloud security, networking, and identity management.</li><li>Troubleshoot infrastructure issues and optimize environments for scalability and performance.</li></ul>
We are looking for a talented Marketing Manager to join our team on a contract-to-permanent basis in Mooresville, North Carolina. This role is ideal for a creative and organized detail-oriented individual who thrives on developing and executing marketing strategies. You will play a key role in shaping our brand, driving business development efforts, and managing public relations initiatives.<br><br>Responsibilities:<br>• Lead and manage all marketing activities in collaboration with the design team to ensure cohesive branding and messaging.<br>• Coordinate and prepare new business proposals, including production, delivery, and post-proposal analysis to identify lessons learned and best practices.<br>• Assist in the creation and delivery of interview presentations to support business development efforts.<br>• Develop and implement public relations strategies, including drafting announcements and press releases.<br>• Create engaging content for proposals, conferences, events, the company website, and detail-oriented social media platforms.<br>• Contribute to the development of the marketing plan and budget, while executing regional initiatives such as local events and sponsorships.<br>• Build and maintain client relationships, tracking opportunities through market research and collaboration with the Business Development team.<br>• Monitor and analyze marketing trends, ensuring strategies align with industry standards and company goals.
<p>Robert Half client is in need of a Buyer for a long-term contract. The Buyer is responsible for sourcing, negotiating, and purchasing goods, materials, and services to meet the operational needs of the company.</p><p><br></p><p>Responsibilities: </p><ul><li>Place and manage purchase orders to approved suppliers (price, quantity, delivery).</li><li>Maintain accurate inventory levels, forecasts, and reorder points in ERP.</li><li>Track order status and follow up to ensure on‑time material delivery.</li><li>Negotiate pricing and terms within established sourcing agreements.</li><li>Expedite materials as needed to support production schedules.</li><li>Monitor supplier performance (cost, delivery, quality) and resolve issues.</li><li>Support continuous improvement in purchasing and inventory processes.</li></ul><p><br></p>
We are looking for an experienced ERP Operations Manager to join our team in Fort Mill, South Carolina. This is a contract-to-permanent position, offering an excellent opportunity to lead ERP support functions and contribute to the enhancement of data-driven strategies within our organization. The role requires a hands-on approach, strong leadership skills, and the ability to foster structure and improvements in end-user experiences.<br><br>Responsibilities:<br>• Oversee ERP operations, ensuring consistent support and seamless functionality across all systems.<br>• Manage and mentor a team of two direct reports, with plans to expand the team by adding an ERP lead.<br>• Lead efforts to improve the structure and efficiency of ERP support, focusing on enhancing the end-user experience.<br>• Collaborate with cross-functional teams to gather business requirements and implement solutions that align with organizational goals.<br>• Act as a change agent, driving initiatives to modernize ERP processes and data management practices.<br>• Utilize tools such as MySQL, Power BI, and data analytics to support strategic projects, including data warehousing.<br>• Ensure timely resolution of system issues while maintaining a proactive approach to problem-solving and process improvements.<br>• Communicate effectively with stakeholders at all levels, fostering a collaborative and productive work environment.<br>• Work onsite five days a week to provide hands-on leadership and support to the team.<br>• Maintain alignment with organizational objectives by managing resources and priorities effectively.
We are looking for a success-driven and detail-oriented Customer Service Representative to join our team in Fort Mill, South Carolina. In this role, you will play a key part in supporting sales operations and delivering exceptional service to our clients. This is a long-term contract position that offers the opportunity to work in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Create and maintain accurate customer quotes to ensure all details are captured correctly.<br>• Proactively follow up with clients to address inquiries, provide updates, and enhance overall satisfaction.<br>• Perform data entry tasks across internal systems to ensure records are current and precise.<br>• Collaborate with internal team members to deliver a seamless and efficient customer experience.<br>• Handle administrative tasks as needed to support the smooth operation of the department.<br>• Respond to inbound calls and emails with professionalism and a customer-focused approach.<br>• Manage both inbound and outbound calls to address customer needs and move opportunities forward.<br>• Provide timely and accurate order entry to support sales and client service processes.<br>• Identify and escalate any issues or concerns to the appropriate team members for resolution.
We are looking for an experienced Staff Accountant to join our team in Charlotte, North Carolina. This contract-to-permanent position offers an opportunity to contribute to a dynamic accounting environment with responsibilities spanning accounts payable, reconciliations, and general ledger maintenance. The role requires someone who is detail oriented, can thrive in a fast-paced setting, and can meet critical deadlines.<br><br>Responsibilities:<br>• Manage high-volume accounts payable processes, including the handling of approximately 200 invoices weekly.<br>• Perform reconciliations for accounts and ensure accuracy in financial records.<br>• Utilize Microsoft Dynamics 365 to maintain and update financial data.<br>• Assist in monthly closing activities, ensuring timely completion of reports.<br>• Process and verify 3-way match transactions and purchase orders.<br>• Collaborate with team members to streamline workflows and improve efficiency.<br>• Support tax-related activities, including corporate and sales tax filings.<br>• Provide assistance in general ledger management and journal entries.<br>• Contribute to the implementation of new systems and processes as needed.<br>• Report to the Accounting Supervisor and Senior Accounting Manager, ensuring alignment with organizational goals.
<p>We are looking for a dedicated Part-time Call Center Specialist to join our team in Charlotte, North Carolina. In this long-term contract role, you will play a key part in delivering exceptional customer service by handling inbound calls and assisting clients with their needs. This position offers a great opportunity to utilize your communication skills and technical expertise in a supportive, detail-oriented environment. The hours for this role are Monday-Friday from 6pm-8pm and Saturday from 8am-10am. </p><p><br></p><p>Responsibilities:</p><p>• Respond to inbound customer calls with attention to detail and efficiency.</p><p>• Address customer inquiries, issues, and requests while ensuring a high level of satisfaction.</p><p>• Utilize customer service software to document interactions and resolve concerns effectively.</p><p>• Collaborate with team members to ensure seamless communication and service delivery.</p><p>• Provide accurate information about products and services to customers.</p><p>• Troubleshoot basic issues related to Ethernet and connectivity as needed.</p><p>• Maintain detailed and accurate records of all customer interactions.</p><p>• Adhere to company policies and procedures to ensure compliance and consistency.</p><p>• Continuously improve knowledge of company services and tools to enhance customer support.</p>
We are looking for a detail-oriented Payroll Administrator to join our team in Concord, North Carolina. In this role, you will be responsible for managing multi-state payroll for approximately 1,000 employees, ensuring compliance with all federal, state, and local regulations. Additionally, you will oversee benefits and retirement plan administration while delivering exceptional service to employees.<br><br>Responsibilities:<br>• Process full-cycle, multi-state payroll on a biweekly schedule, ensuring accuracy and compliance with relevant laws.<br>• Maintain accurate payroll records, including earnings, deductions, and tax data, while resolving discrepancies promptly.<br>• Administer payroll tax processes, such as withholding, reporting, and remittance, and manage year-end filings including W-2s.<br>• Ensure compliance with complex state regulations, including California wage and hour laws, and support internal and external audits.<br>• Oversee employee benefits programs, including health, dental, vision, life insurance, and leave programs, processing changes as needed.<br>• Administer the company's 401(k) plan, managing enrollments, contributions, loans, and distributions to ensure compliance.<br>• Reconcile payroll and benefits data, including general ledger entries and invoices, identifying and correcting discrepancies.<br>• Generate detailed payroll and benefits reports to support management and finance teams in decision-making.<br>• Coordinate annual nondiscrimination testing and audits for retirement plans in partnership with plan providers.<br>• Handle payroll-related inquiries from employees, providing timely and accurate resolutions.
<p>Senior Billing Analyst (Billing III)</p><p><br></p><p>About the Role</p><p>We are seeking a <strong>senior‑level billing professional</strong> to step into a highly visible Billing position within a growing, fast‑paced organization that supports <strong>financial institutions and asset‑based clients</strong>. This role is ideal for someone who enjoys problem‑solving, process improvement, and mentoring while remaining hands‑on with day‑to‑day billing execution.</p><p><br></p><p>This position was created due to increased volume and the need for <strong>additional senior expertise</strong> on the billing team. You’ll play a key role in shaping workflows, strengthening SOPs, and serving as a critical point of contact internally and externally.</p><p><br></p><p>What Makes This Role Unique</p><ul><li>Opportunity to <strong>help shape and improve SOPs</strong> and billing processes</li><li>Exposure to <strong>client-facing communication</strong> (emails and calls; ~20% of the role)</li><li>Work closely with cross‑functional teams, including billing, AR, collections, and leadership</li><li>Senior‑level responsibilities without people‑management pressure</li><li>Long‑term potential and stability</li></ul><p><br></p><p>Key Responsibilities</p><p>Billing Operations & Quality Control</p><ul><li>Oversee <strong>weekly data validation</strong> to ensure invoices are accurately submitted through third‑party platforms</li><li>Review and resolve <strong>rejected or denied invoices</strong>, correcting billing errors and resubmitting within established SLAs</li><li>Process agent invoice submissions and manage billing queues within the ERP system</li><li>Ensure invoices are properly uploaded and completed to notify clients of billing completion</li><li>Assess billing scenarios that fall outside contract parameters and escalate as needed for alignment</li></ul><p>Client & Internal Support</p><ul><li>Manage the shared billing inbox daily, distributing inquiries and responding to client requests</li><li>Handle <strong>inbound client calls</strong> professionally and accurately</li><li>Provide billing coverage during absences or month‑end volume spikes</li><li>Serve as a trusted billing resource for internal stakeholders and upper management</li></ul><p>Process Improvement & Leadership Support</p><ul><li>Perform <strong>root‑cause analysis</strong> on billing issues to identify process breakdowns or system gaps</li><li>Assist with refining SOPs and testing new billing processes or systems</li><li>Conduct <strong>weekly coaching sessions</strong> with billing staff tied to KPI performance</li><li>Support onboarding and training of new billing team members</li></ul><p><br></p>
<p>A large, high‑growth <strong>North American retail organization</strong> with a significant physical footprint is building a <strong>new U.S.-based procurement function</strong> as part of a long‑term, enterprise‑wide Procure‑to‑Pay (P2P) transformation. This is a rare opportunity to <strong>help build procurement strategy and infrastructure from the ground up</strong> while managing complex, high‑value indirect spend categories.</p><p><br></p><p>This role will serve as a foundational hire within the U.S. procurement organization and offers <strong>high visibility, autonomy, and long‑term growth potential</strong>—without immediate people management.</p><p><br></p><p>Why This Role Is Unique</p><ul><li>Newly created role as part of a<strong> global procurement transformation</strong></li><li>Opportunity to help stand up U.S. procurement strategy, governance, and processes</li><li>Exposure to <strong>multi‑billion‑dollar indirect spend</strong> across North America</li><li>Partner closely with global stakeholders and external BPO providers</li><li>Strong runway for career growth as the team scales</li><li><strong>No direct reports (for now)</strong> — high impact without people management</li></ul><p><br></p><p>The Role</p><p>The Senior Procurement Category Manager will lead <strong>U.S. indirect procurement efforts</strong> across a broad and operationally critical set of categories, including (but not limited to):</p><ul><li>Fuel & Terminals</li><li>Fleet</li><li>Maintenance & Services</li><li>Equipment & Supplies</li><li>Logistics & Operations Support</li></ul><p>This person will play a key role in establishing <strong>procurement processes, supplier strategies, contract frameworks, and category governance</strong>, while partnering with both internal stakeholders and external technology/BPO teams.</p><p><br></p><p>Key Responsibilities</p><ul><li>Build and execute category strategies across complex indirect spend areas</li><li>Negotiate and establish new supplier contracts, rates, and commercial terms</li><li>Analyze current spend, suppliers, and contracts to identify optimization opportunities</li><li>Implement policies, procedures, and sourcing frameworks</li><li>Partner with an external BPO supporting procurement systems and technology</li><li>Drive supplier rationalization, contract compliance, and performance management</li><li>Work cross‑functionally with operations, facilities, finance, and leadership</li><li>Support change management tied to new tools, processes, and ways of working</li><li>Use modern procurement tools, data, and <strong>emerging technologies (including AI)</strong> to improve efficiency and insights</li></ul><p><br></p>
<p>About the Opportunity</p><p>We are partnering with a <strong>boutique, fee‑based financial advisory practice</strong> that manages just under <strong>$100M in client assets</strong> across approximately <strong>110 households</strong>. The firm takes a highly personalized, education‑driven approach to financial planning and investment management, serving a client base that includes <strong>government employees, healthcare professionals, and public‑sector workers</strong> — groups often underserved by traditional advisory models.</p><p>This is an excellent opportunity for someone early in their financial services career who is <strong>eager to learn, deeply values compliance and ethics, and wants hands‑on exposure to portfolio management and planning</strong>.</p><p><br></p><p>The Role</p><p>The <strong>Junior Associate / Paraplanner</strong> will directly support a highly experienced Senior Financial Advisor by assisting with the <strong>investment and portfolio management function</strong>, research, client preparation, and operational follow‑through. This position is designed to grow over time, including <strong>firm sponsorship for FINRA licensing (Series 6 or Series 7)</strong> once foundational competencies are demonstrated.</p><p>This is <strong>not a sales role</strong> — it is analytical, compliance‑focused, and client‑centric.</p><p><br></p><p>Key Responsibilities</p><p>Investment & Portfolio Support</p><ul><li>Assist with <strong>routine trading and portfolio rebalancing</strong> in accordance with established asset allocation models</li><li>Research mutual funds and investment options using advisor‑defined criteria</li><li>Evaluate portfolios for:</li><li>Allocation drift</li><li>Excess cash positions</li><li>Investments no longer meeting quality standards</li><li>Flag potential issues and consult with the Senior Advisor when something appears “off”</li></ul><p>Financial Planning & Analysis</p><ul><li>Support financial modeling and planning efforts using planning software</li><li>Assess opportunities to further integrate planning tools into client relationships</li><li>Help maintain consistency between investment strategy and client objectives</li></ul><p>Operations, Compliance & Client Interaction</p><ul><li>Participate in <strong>client meetings (in person or by phone)</strong> when appropriate</li><li>Develop a strong working knowledge of compliance standards in a regulated advisory environment</li><li>Ensure strict adherence to <strong>authorization and verification rules</strong>, especially regarding money movement</li><li>Assist with documentation, record‑keeping, and workflow tracking within the CRM</li><li>Be cross‑trained to support basic account administration when needed</li></ul><p>Practice & Client Engagement Support</p><ul><li>Assist with the firm’s annual maintenance and client‑engagement calendar, including:</li><li>Beneficiary audits</li><li>Tax‑season document coordination</li><li>Distribution tracking (RMDs)</li><li>Periodic account reviews</li><li>Support client communications, mailings, and special initiatives throughout the year</li><li>Help coordinate educational events, workshops, or client appreciation activities as the role evolves</li></ul>