<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>We are looking for an experienced Analyst to join a dynamic asset management firm in New York, New York. This role will focus on supporting the company’s Real Estate fund, which has recently transitioned to public operations. Ideal candidates will bring a strong background in credit analysis and financial modeling, and must be locally based to accommodate a hybrid work schedule.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and monitor the financial performance of real estate portfolios, including balance-sheet bridge loans and other credit investments.</p><p>• Review and evaluate property budgets, business plans, and quarterly forecasts to ensure alignment with organizational goals.</p><p>• Build expertise in interpreting leases, loan agreements, and other legal documents.</p><p>• Develop advanced financial models, including discounted cash flow analyses, using tools such as Microsoft Excel and Argus.</p><p>• Prepare comprehensive investor reports and presentations on a monthly, quarterly, and annual basis.</p><p>• Oversee the administration of loan proceeds disbursements, including construction draws, leasing expenses, and the release of loan reserves.</p><p>• Conduct market research within portfolio regions, focusing on sales and lease comparisons to inform investment decisions.</p>
We are looking for an experienced Lead Business Analyst to drive business analysis efforts for technology initiatives serving government organizations in New York, New York. This role will translate operational needs into practical solutions, improve service delivery through process and system enhancements, and partner closely with technical and business teams to support successful implementation and adoption. The ideal candidate brings strong public sector insight, structured analytical methods, and the ability to guide stakeholders through complex transformation initiatives.<br><br>Responsibilities:<br>• Lead discovery sessions, stakeholder interviews, and working meetings to define operational goals, document current challenges, and clarify business priorities.<br>• Produce clear analysis artifacts such as business requirements documents, functional specifications, user stories, process maps, and acceptance criteria to support delivery teams.<br>• Evaluate existing workflows and recommend improvements that increase efficiency, strengthen citizen-facing services, and support better organizational outcomes.<br>• Partner with cross-functional teams to align business objectives with application development, enterprise platforms, integrations, and cloud-based solutions.<br>• Support the full software development life cycle by contributing to planning, requirements refinement, solution validation, and implementation readiness.<br>• Create and coordinate test scenarios, oversee user acceptance testing activities, and monitor defects or enhancement items through resolution.<br>• Act as the primary liaison among business units, technology teams, and external partners to maintain shared understanding and project momentum.<br>• Develop training materials, facilitate end-user education sessions, and encourage effective adoption of new tools, processes, and reporting capabilities.
<p>We are seeking an experienced Senior Software Business Analyst to support the delivery of business-critical software solutions. This role will serve as a key liaison between business stakeholders and technical teams, ensuring business needs are clearly defined, analyzed, and translated into effective functional requirements. The ideal candidate will have strong analytical capabilities, experience working within software development environments, and the ability to drive projects forward while balancing multiple priorities.</p><p><br></p><p>This position will work closely with cross-functional stakeholders, including development and QA teams, to support project execution, monitor progress, communicate status updates, and identify risks or issues that may impact delivery. This role also includes mentoring junior analysts and contributing to process improvements that enhance operational efficiency and business value.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Gather, analyze, and translate business requirements into functional specifications for new and existing systems</li><li>Conduct gap analyses between current system capabilities and evolving business needs</li><li>Create documentation such as workflow diagrams, flowcharts, wireframes, and use cases to support development and testing efforts</li><li>Partner with technical teams to review requirements, assess project scope, and identify impacted systems</li><li>Evaluate proposed solutions for practicality, scalability, and ease of implementation</li><li>Develop a strong understanding of internal platforms and system functionality</li><li>Analyze current processes, identify inefficiencies, and recommend process improvement opportunities</li><li>Coordinate regularly with development teams to track progress and resolve roadblocks</li><li>Communicate project status, updates, and timelines to business stakeholders</li><li>Identify project risks and escalate issues as appropriate</li><li>Continuously recommend enhancements to improve system usability and operational efficiency</li><li>Ensure compliance with applicable healthcare privacy and regulatory requirements, including HIPAA</li></ul><p><br></p>
We are looking for a Data Modeler to support a healthcare organization in Morristown, New Jersey through a contract opportunity with the potential for a permanent role. In this role, you will shape enterprise data structures that enable reliable integration, analytics, and reporting across complex data environments. This position is ideal for someone who can translate business needs into scalable models while partnering closely with engineering, architecture, and analytics teams.<br><br>Responsibilities:<br>• Create and refine conceptual, logical, and physical data structures for relational databases, dimensional warehouses, and NoSQL platforms.<br>• Produce and update entity relationship diagrams, data movement documentation, and related artifacts that align with enterprise data practices.<br>• Work alongside data engineers and solution architects to ensure models support efficient data ingestion, transformation, and downstream reporting needs.<br>• Convert business objectives and functional use cases into well-structured database designs that promote performance, flexibility, and long-term growth.<br>• Lead model evaluations, uphold data modeling standards, and offer mentorship and technical direction to less experienced team members.<br>• Maintain data dictionaries, metadata records, and lineage documentation to improve transparency and usability across the data estate.<br>• Partner with analytics and reporting stakeholders to develop star and snowflake schema designs for warehouse and data mart solutions.<br>• Address data integrity concerns, duplication risks, and quality issues by applying disciplined modeling techniques and sound design principles.<br>• Contribute to governance efforts by supporting data standardization and cataloging activities across the organization.<br>• Participate in Agile delivery cycles, providing modeling deliverables and documentation in iterative sprint-based workstreams.
<p>We are looking for a detail-oriented Fraud Analyst I to support fraud prevention and investigative activities for a financial institution in Morristown, New Jersey. This Long-term Contract position focuses on reviewing digital banking activity, researching suspicious transactions, and helping protect customers and the organization from financial crime. The ideal candidate brings strong analytical judgment, comfort with technology, and the ability to manage multiple priorities in a fast-paced, regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine alerts generated by fraud monitoring tools and assess account activity to determine whether escalation or intervention is needed.</p><p>• Research suspicious transactions using bank records, internal reporting, and external information sources to support thorough investigations.</p><p>• Apply investigative judgment across multiple systems and digital channels to identify unusual patterns and possible fraudulent behavior.</p><p>• Recommend appropriate action on customer accounts or banking relationships when findings indicate elevated fraud risk.</p><p>• Communicate with internal partners, customers, and outside institutions to verify transaction details and resolve investigative questions.</p><p>• Coordinate with fraud teams and financial institutions to validate incidents, identify linked activity, and recognize developing fraud patterns.</p><p>• Prepare Suspicious Activity Reports and related case documentation in accordance with internal standards and regulatory requirements.</p><p>• Track payment and return item decisions by reviewing branch input and ensuring timely follow-up within established procedures.</p><p>• Maintain accurate electronic case files, produce investigation reports, and complete assigned analytical projects from management</p>