We are looking for an experienced Tax Manager - Public to join a growing tax team in Jersey City, New Jersey. This role is well suited for an experienced tax specialist who brings broad-based knowledge across domestic and state income tax matters and enjoys working in a structured, business-hours environment. The position focuses on technical review, preparation of supporting tax documentation, and interaction with state tax authorities rather than hands-on return preparation. Candidates from public accounting, including regional firms or corporate tax environments, who can provide strong oversight and practical guidance will thrive in this opportunity.<br><br>Responsibilities:<br>• Review state and domestic tax work for accuracy, completeness, and compliance with applicable regulations.<br>• Prepare and organize supporting tax schedules, workpapers, and related documentation for filings and internal review.<br>• Serve as a point of contact for state tax agencies, responding to notices, questions, and other tax-related correspondence.<br>• Provide oversight on income tax provision activities and help ensure timely and reliable reporting.<br>• Evaluate corporate tax matters across multiple jurisdictions and identify issues requiring further research or escalation.<br>• Support the tax function with sales and income tax analysis using tools such as CCH ProSystem Fx and related tax software.<br>• Contribute to entity-related tax considerations, including documentation and coordination connected to entity formation activities.<br>• Partner with internal stakeholders to maintain an efficient tax review process and uphold filing readiness throughout the year.
<p><strong>Senior Tax Accountant / Experienced Tax Preparer </strong></p><p><strong>Focus:</strong> High-Net-Worth Individuals & Trusts</p><p><strong>Location:</strong> Reston, VA | Hybrid schedule with 3 days onsite per week</p><p>A well-established wealth management and advisory organization is seeking an experienced <strong>Senior Tax Accountant or Experienced Tax Preparer</strong> to support its growing tax practice serving <strong>high-net-worth individuals, trusts, executives, endowments, and complex personal planning clients</strong>.</p><p>This is an excellent opportunity for a tax professional who enjoys both <strong>hands-on return preparation and high-level tax research</strong>, while working closely with financial planners in a collaborative, client-focused environment.</p><p>What You’ll Do</p><ul><li>Prepare and review <strong>individual and trust income tax returns</strong></li><li>Support tax planning efforts for high-net-worth clients</li><li>Calculate <strong>quarterly estimated tax payments</strong></li><li>Research tax laws, IRS guidance, and return positions</li><li>Assist with responses to <strong>tax notices and examinations</strong></li><li>Partner with financial planners on tax projections and planning strategies</li><li>Contribute to the tax portion of comprehensive personal financial plans</li><li>Help train and support seasonal tax preparers</li><li>Prepare educational materials on new tax legislation, planning concepts, and practice developments</li><li>Assist with special tax and planning projects as needed</li></ul><p><br></p><p><br></p>
<p>This search is being conducted by Steve Spinello.</p><p><br></p><p>We’re working with a client that’s looking to add a <strong>Financial Analyst</strong> to their team. If you’ve got 2+ years of experience and enjoy digging into the numbers, building reports, spotting trends, and helping leaders make smarter business decisions, this could be a great next move. This role is a strong fit for someone who likes a mix of <strong>budgeting, forecasting, reporting, and business partnering</strong>.</p><p><strong>What you’ll do:</strong></p><ul><li>Support budgeting and forecasting cycles</li><li>Assist with month-end close, variance analysis, and reporting</li><li>Prepare management reports with clear, actionable insights</li><li>Analyze revenue, costs, and margin trends to identify risks and opportunities</li><li>Build financial models and support ad hoc analysis</li><li>Partner with cross-functional teams to improve reporting and forecast accuracy</li><li>Track performance against budget and forecast</li><li>Help drive process improvements across planning and analysis</li></ul><p>This role is for a scaling organization. The financial analyst role reports directly to the Director of FP& A and will have senior leadership exposure. It's a great time to be able to own this space, build out reporting, making process improvements, and chart your future. If you’re open to hearing more, apply directly or message me for a confidential conversation.</p><p>#FinancialAnalyst #FPandA #FinanceJobs #NowHiring #FinancialAnalysis #Budgeting #Forecasting #CorporateFinance</p><p><br></p>
<p>We are looking for an Administrator with analytical skills to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.</p><p>• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.</p><p>• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.</p><p>• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.</p><p>• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.</p><p>• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.</p>
<p><em>The salary range for this position is $95,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Auditor position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist on audits of financial statements of clients within financial services industry</li><li>Review and analyze financial statements</li><li>Manage workload and complete work to meet required regulatory deadlines</li></ul><p><br></p>
<p><em>The salary for this position is $180,000 to $195,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong><u>Job Description</u></strong></p><p>Experience with:</p><ul><li>Leading teams in implementing IT audit methodologies and developing necessary audit deliverables, including process flows, work programs, audit reports, and control summaries.</li><li>Commonly used internal control frameworks, including COBIT, ISO 27001, NIST CSF, CIS, ITIL, etc.</li><li>Sarbanes-Oxley Act provisions and methodologies for achieving compliance, in particular the technology implications and requirements.</li><li>A passion for:</li><li>The latest trends and developments in data and technology, including high-growth topics of cybersecurity, cloud, data governance, privacy, analytics, enterprise applications (e.g., SAP, Oracle, Workday, Salesforce, Microsoft Dynamics etc.), disaster recovery, systems development methodologies etc.</li><li>Analytics and technology enablement (automation, AI/ML etc.).</li><li>Evaluating, summarizing, organizing, and interpreting data.</li><li>Ability to translate and communicate technology topics and audit issues to client personnel, including executives.</li><li>Leadership and direct supervisory experience of teams including conducting performance appraisals, mentoring and coaching, oversight and review of work, coordination across teams, and understanding how to motivate.</li></ul><p><br></p><p> </p>
<p><strong>Financial Planning & Analysis (FP& A) Analyst</strong> | Full-Time Engagement Professional (FTEP)</p><p>Drive Strategic Business Decisions with Our Full-Time Engagement Team!</p><p>Are you an analytical and business-minded <strong>FP& A professional</strong> who enjoys transforming data into actionable insights? We are seeking a motivated <strong>FP& A Analyst</strong> to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> team, supporting organizations with financial planning, forecasting, reporting, and strategic decision-making initiatives.</p><p><br></p><p><em>What You'll Do</em></p><ul><li>Develop and maintain financial models, forecasts, and budgets</li><li>Analyze financial and operational performance against plans and key business metrics</li><li>Prepare monthly, quarterly, and annual management reporting packages</li><li>Partner with business leaders to provide financial insights and recommendations</li><li>Support annual planning, budgeting, and long-range forecasting processes</li><li>Identify trends, risks, and opportunities to drive business performance</li><li>Create dashboards and reports to track KPIs and financial results</li><li>Assist with business cases, profitability analyses, and strategic initiatives</li><li>Support system implementations, reporting enhancements, and process improvements</li></ul><p><br></p>
We are looking for an accomplished finance leader to guide planning, reporting, and performance management for a growing technology organization in Englewood, Colorado. This role will partner closely with executive leadership to translate financial results into strategic insight, strengthen forecasting accuracy, and support informed business decisions. The ideal candidate brings deep experience across budgeting, close activities, and cash flow management, along with a track record of leading high-performing teams.<br><br>Responsibilities:<br>• Lead the company’s budgeting and forecasting cycles, ensuring financial plans align with operating goals and long-term business priorities.<br>• Oversee monthly and year-end financial close activities, working with internal stakeholders to promote accuracy, timeliness, and strong controls.<br>• Prepare and deliver clear financial reports and performance analysis for senior leadership to support strategic decision-making.<br>• Monitor cash position and develop forward-looking cash flow projections to help maintain liquidity and operational stability.<br>• Manage and develop members of the finance team, setting priorities, coaching performance, and encouraging continuous improvement.<br>• Evaluate business trends and financial results to identify risks, opportunities, and recommendations for improved performance.<br>• Support high-level corporate initiatives, including potential merger and acquisition activity, through financial analysis, modeling, and due diligence as needed.
We are looking for an experienced corporate tax leader to join a technology company in Englewood, Colorado. This role will oversee key tax activities, support accurate reporting, and help maintain compliance across corporate tax obligations. The ideal candidate brings strong federal tax knowledge, leadership experience, and the ability to work effectively with tax technology and advanced spreadsheets.<br><br>Responsibilities:<br>• Lead the preparation and review of annual income tax provision calculations to support timely and accurate financial reporting.<br>• Direct corporate tax compliance activities, ensuring filings are completed in accordance with federal requirements and applicable deadlines.<br>• Manage and develop tax team members by providing guidance, reviewing work, and promoting high performance.<br>• Oversee the use of tax applications and compliance platforms to improve accuracy, consistency, and reporting efficiency.<br>• Partner with internal stakeholders to gather financial data, resolve tax-related issues, and support business decision-making.<br>• Monitor changes in corporate tax regulations and assess their impact on reporting, compliance, and planning activities.
<p>We are looking for an experienced Revenue Cycle Director to oversee all aspects of the healthcare revenue cycle, including patient access, insurance verification, medical billing, coding, claims management, denials, collections, and reimbursement optimization for a client in the Lafayette area. This role is responsible for driving operational efficiency, maximizing revenue capture, ensuring regulatory compliance, and improving overall financial performance.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and manage revenue cycle operations from patient registration through account resolution.</li><li>Oversee billing, coding, claims submission, denial management, and collections activities.</li><li>Monitor and improve key revenue cycle metrics, including AR days, clean claim rates, cash collections, and denial rates.</li><li>Ensure compliance with Medicare, Medicaid, commercial payer requirements, HIPAA, and other healthcare regulations.</li><li>Partner with physicians, clinical leadership, finance, and IT teams to improve documentation, charge capture, and reimbursement outcomes.</li><li>Develop and implement process improvements, productivity standards, and quality initiatives.</li><li>Lead, mentor, and develop revenue cycle staff and managers.</li><li>Support revenue cycle system implementations, upgrades, and workflow optimization efforts.</li></ul><p><br></p>
We are looking for an experienced Sr. Financial Analyst to support financial planning, reporting, and strategic decision-making for the organization. This role is based in California and is ideal for a detail-oriented individual who can translate complex data into meaningful business insights. The successful candidate will bring strong expertise in forecasting, profitability analysis, and financial modeling while partnering effectively with leadership to improve performance and planning outcomes.<br><br>Responsibilities:<br>• Build and maintain financial models that support budgeting, forecasting, long-range planning, and scenario analysis.<br>• Evaluate financial results, identify key variances, and provide clear explanations and recommendations to support business decisions.<br>• Prepare recurring and ad hoc reports, dashboards, and performance metrics for leadership and other stakeholders.<br>• Analyze profitability trends, operational results, and business drivers to help improve financial performance.<br>• Use business intelligence and data visualization tools to transform large data sets into actionable reporting and insights.<br>• Present analytical findings and financial recommendations to senior leaders, committees, and executive-level audiences.<br>• Partner with cross-functional teams to gather data, validate assumptions, and improve the accuracy of financial analysis.<br>• Support continuous improvement in reporting processes, automated analytics, and data-driven decision support tools.
<p>We are looking for an experienced tax leader to oversee corporate tax activities for an organization based in Overland Park, KS. This role will guide tax planning efforts, strengthen compliance processes, and serve as a trusted advisor on matters that affect business operations and financial strategy. The ideal candidate brings strong technical tax knowledge along with the ability to build productive relationships and communicate clearly with stakeholders and clients across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation, review, and oversight of corporate tax filings to help ensure accuracy, completeness, and timely submission.</p><p>• Develop and implement tax planning initiatives that support business objectives while managing risk and identifying savings opportunities.</p><p>• Partner with internal teams and external advisors to address tax matters, resolve issues, and provide practical guidance on complex questions.</p><p>• Oversee processes related to tax compliance, documentation, and reporting to maintain consistency and support audit readiness.</p><p>• Build strong working relationships with business leaders and key stakeholders by providing responsive communication and thoughtful recommendations.</p><p>• Monitor changes in tax laws and regulations, evaluate their potential impact, and recommend appropriate actions for the organization.</p><p>• Review individual tax return matters when needed and provide subject matter expertise in support of broader tax obligations.</p>
<p>We are looking for a Commercial Banking Credit Analyst to support commercial lending decisions through detailed financial review and sound risk assessment in the Twin Cities. In this role, you will evaluate borrower strength, organize credit documentation, and develop clear loan summaries for internal review. This opportunity is ideal for a finance specialist with strong attention to detail who can work independently, apply sound judgment, and uphold regulatory and internal lending standards in a fast-moving banking environment.</p><p><br></p><p>Responsibilities:</p><p>• Review financial information for new and existing commercial borrowers to assess repayment capacity, overall credit quality, and potential risk exposure.</p><p>• Compile and organize required borrower documentation, ensuring credit files remain complete, accurate, and ready for internal or regulatory review.</p><p>• Build comparative financial analyses and spread key data from business records and tax returns to identify trends, strengths, and areas of concern.</p><p>• Prepare well-structured credit presentations and recommendations for consideration by the Loan Committee.</p><p>• Evaluate collateral positions and repayment sources to support sound underwriting decisions and appropriate credit structure.</p><p>• Monitor loan documentation and underwriting details to confirm alignment with bank policy and applicable banking regulations.</p><p>• Exercise independent judgment while managing multiple requests, deadlines, and changing priorities within the commercial underwriting workflow.</p><p>• Partner with lending and internal teams to clarify financial details, resolve questions, and support timely credit decisions.</p>
<p>We are looking for a Financial Analyst (hybrid) to join a team in Lower Fairfield County, CT where you will turn financial and operational data into clear guidance for business leaders. This position supports planning, forecasting, and performance evaluation while helping teams understand profitability, market trends, and growth opportunities. The ideal candidate brings strong commercial awareness, advanced reporting expertise, and the ability to convert complex analysis into practical recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Build and refine forecasts covering sales, gross margin, and overall earnings performance.</p><p>• Review monthly and periodic results, explain deviations from plan, and highlight the factors influencing business outcomes.</p><p>• Assess profitability across customers, vendors, and product lines to uncover patterns, risks, and areas for improvement.</p><p>• Produce pricing, volume, and sales mix analysis to guide commercial strategy and financial decision-making.</p><p>• Examine sales pipelines, potential business opportunities, and retention activity to support revenue planning.</p><p>• Create and enhance reporting tools, data models, and dashboard solutions that improve visibility into key metrics.</p><p>• Work closely with commercial and operational leaders to deliver financial insight, recommendations, and decision support.</p><p>• Complete targeted financial studies and business analyses tied to strategic priorities and day-to-day operations.</p><p>• Identify ways to simplify reporting workflows, automate routine analysis, and improve the efficiency of recurring deliverables.</p><p><br></p><p>Please email your resume directly to anthony.riccio@roberthalf(.com) for immediate consideration</p>
<p>Are you an internal audit professional who enjoys driving change, improving processes, and leveraging technology to modernize audit functions?</p><p><br></p><p>A well-established financial services organization is seeking an experienced <strong>Internal Audit Project Manager / Senior Internal Auditor</strong> to lead strategic initiatives focused on audit innovation, data analytics, AI integration, quality assurance, staff development, and process improvement.</p><p><br></p><p>What You'll Do:</p><ul><li>Lead and manage strategic internal audit projects from planning through execution</li><li>Drive audit modernization initiatives including data analytics and AI solutions</li><li>Enhance audit quality, training programs, and continuous improvement efforts</li><li>Conduct research, monitoring, and reporting on emerging risks and regulatory developments</li><li>Collaborate across departments and provide consultative guidance to audit leadership</li><li>Support audit planning and execution as needed</li></ul>
<p>We are looking for an experienced <strong>Tax Manager </strong>to join a client-focused team in Princeton, New Jersey. This role supports high-net-worth individuals and related entities through sophisticated tax compliance, planning, and financial reporting work. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to communicate clearly with clients, advisors, and internal stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage the preparation and submission of annual tax filings for individuals, partnerships, S corporations, gift tax matters, and private foundations.</li><li>Serve as a trusted point of contact for questions related to assets, liabilities, tax consequences of transactions, risk considerations, and estate planning coordination alongside legal counsel.</li><li>Develop forward-looking tax strategies that align with each client’s financial objectives, charitable goals, and estate planning priorities.</li><li>Partner with attorneys, employers, and other external advisors to address tax issues involving compensation, deferred income arrangements, equity awards, and related planning needs.</li><li>Produce or oversee recurring net worth statements, cash flow analyses, and customized financial reports using Excel and QuickBooks.</li><li>Support special client requests such as entity setup coordination, annual compliance-related filings, and transactions involving private foundation gifting.</li><li>Provide guidance on income tax exposure, residency and domicile considerations, charitable planning opportunities, and broader estate-related tax matters.</li></ul>
<p>We are looking for a Financial Planning & Analysis Manager to strengthen financial visibility and support strategic decision-making across the business unit with locations in the USA and Canada. This role will guide planning cycles, deliver meaningful performance insights, and partner closely with leaders to improve results through disciplined analysis. The ideal candidate brings strong modeling expertise, operational finance experience, and the ability to translate complex data into practical recommendations for senior stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s budgeting process, quarterly outlook updates, and long-term financial planning activities to support business goals.</p><p>• Create and refine financial models that connect operational drivers to revenue, cost, and profitability performance.</p><p>• Assess monthly and periodic results against plans, highlighting key variances, emerging risks, and areas for improvement.</p><p>• Prepare clear financial summaries, dashboards, and presentation materials for executive leadership and routine business reviews.</p><p>• Collaborate with operational, commercial, and functional teams as the lead finance partner, providing guidance that supports informed decision-making.</p><p>• Advise on pricing strategy, margin enhancement, productivity gains, and cost optimization efforts through data-backed analysis.</p><p>• Review capital spending opportunities by developing financial justifications, return analyses, and payback evaluations.</p><p>• Support growth initiatives through business case development, acquisition-related analysis, due diligence support, and integration planning.</p><p>• Lead reporting and analytics enhancements by improving automation, strengthening business intelligence tools, and maintaining reliable financial data.</p><p>• Build and develop FP& A capabilities by establishing effective processes, coaching team members, and promoting accountability and continuous improvement.</p>
<p><em>The salary range for this position is $100,000 - $115,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><br></p><p>The Portfolio Data & Analytics team is responsible for ongoing portfolio company performance monitoring and analysis, FP& A and complex financial modeling, valuing the investment positions in each of the firm’s portfolio companies, and content creation and analysis supporting investor relations. The Reporting Assurance Analyst will play a critical role in ensuring the accuracy and integrity of all external investor communications, including LP emails, press releases, and quarterly investor presentations. This process entails building out supporting documentation that is easily traceable and orderly. While the primary focus will be on compliance and documentation for investor communications, the role will also support the broader functions of the Portfolio Data & Analytics team. </p><p><br></p><p><strong>Key Responsibilities: </strong></p><p>• Help prepare various presentations and supporting analyses for the firm’s most critical investor meetings, including the annual meeting, semi-annual advisory board meetings and investor conference calls</p><p>• Ensure all external communications are accurate and compliant with regulatory standards</p><p>• Develop and maintain detailed supporting documentation and tie-out work for investor communications</p><p>• Collaborate with investment teams and senior leadership to verify data and content accuracy</p><p>• Assist the Investor Relations team with fundraising and diligence requests from LPs and prospective LPs</p><p>• Support the broader Portfolio Data & Analytics team ensure accuracy on various quarterly and ad hoc outputs</p><p><em>Other responsibilities and opportunities: </em></p><p>• Continually evaluate possible new technology solutions and propose process revisions to assist in data aggregation as the firm continues to expand portfolio investments in both number and complexity</p>
Financial Analyst Are you ready to take your career in finance to the next level? Our company is seeking a motivated and analytical Financial Analyst to join our team on an ongoing basis. This position offers exposure to a broad range of financial activities and the chance to make a direct impact on our business performance. Key Responsibilities: Analyze financial data and prepare reports to support management decision-making Develop budgeting, forecasting, and financial modeling for business units or projects Review historical and projected financial performance Track key performance indicators (KPIs) and variances, providing actionable insights Partner with cross-functional teams to support strategic initiatives Support month-end and year-end closing processes Why Join Us? Work with a collaborative and results-driven finance team Ongoing opportunity with room for detail oriented development and growth Exposure to complex business challenges in a supportive environment Ready to accelerate your finance career? Apply today online or through our Robert Half app
<p>Outstanding opportunity to join this growing and very profitable company that is looking for top talent. Strong annual bonus, nice benefits and PTO package, and chance to really get involved and make an impact here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn. </p>
<p>We are looking for an accomplished IT Audit Associate Director to guide technology risk and audit engagements for a client in the greater Philadelphia area. This position combines client leadership, delivery oversight, and team development, making it ideal for someone who can translate complex technical risk topics into practical business recommendations. The role also offers the opportunity to strengthen client partnerships, support growth initiatives, and promote high-quality audit and advisory outcomes across a range of technology-focused projects.</p><p><br></p><p>Responsibilities:</p><p>• Direct IT audit and technology risk engagements from initial scope definition through final reporting, ensuring quality, timeliness, and alignment with client objectives.</p><p>• Evaluate technology environments and advise clients on strengthening controls, governance practices, compliance readiness, and risk management processes.</p><p>• Review and refine key engagement materials such as audit programs, process documentation, control narratives, testing results, and final reports.</p><p>• Build trusted relationships with client stakeholders, including business and technology leaders, by providing practical guidance on complex audit and risk matters.</p><p>• Recognize opportunities to expand services with current and prospective clients and contribute to proposal development, scoping conversations, and market-facing activities.</p><p>• Lead, coach, and support engagement teams by fostering accountability, collaboration, and continued growth across staff members.</p><p>• Apply data analytics, automation, AI-enabled approaches, and other technologies to improve audit effectiveness and delivery efficiency.</p><p>• Present technology risk findings and recommendations clearly to executives and other stakeholders, tailoring communication to varied audiences.</p><p>• Support client work across areas such as IT general controls, compliance, cybersecurity, cloud assurance, data privacy, enterprise applications, technology resilience, and emerging risk topics.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Controller | Investment Firm | Orinda; Hybrid</strong></p><p> </p><p>Join a <strong>highly regarded investment firm</strong> with a thoughtful, long-term investment approach and strong reputation in the market. This is a <strong>high-visibility, hands-on role</strong> with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests.</p><p> </p><p>Ideal for someone who enjoys <strong>wearing multiple hats, solving problems, and taking ownership</strong> in a sophisticated investment environment. <strong>Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Outstanding opportunity to join this rapidly growing company that is looking for top talent. Hybrid flexibility, great bonus and benefits package, and chance to really make an impact here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn. </p>
<p>Outstanding chance to join this world-class leader that is looking for a rockstar to help continue their expansion. Strong bonus/benefits plan, sharp team in place, and chance to make an impact here. For immediate and confidential consideration on this or one of the many other positions I'm working, please contact Chris Fallow directly at [email protected] or through LinkedIn. </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Controller | Investment Firm | Orinda; Hybrid</strong></p><p> </p><p>Join a <strong>highly regarded investment firm</strong> with a thoughtful, long-term investment approach and strong reputation in the market. This is a <strong>high-visibility, hands-on role</strong> with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests.</p><p> </p><p>Ideal for someone who enjoys <strong>wearing multiple hats, solving problems, and taking ownership</strong> in a sophisticated investment environment. <strong>Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>