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3246 results for Accountant in Secondary
- Orinda, CA
- remote
- Permanent / Full Time
- 190000.00 - 250000.00 USD / Yearly
- <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>
- 2026-11-04T22:04:01Z
- Cedar Rapids, IA
- onsite
- Permanent / Full Time
- 175000.00 - 250000.00 USD / Yearly
- We are looking for an accomplished Internal Audit leader to shape and oversee a high-impact audit function for a growing financial services organization. This role offers the opportunity to guide an established team while designing a scalable audit approach that supports sound governance, effective controls, and regulatory readiness. The ideal candidate brings strong executive presence, deep knowledge of financial institution risk, and the ability to provide practical insight to senior leadership and the Audit Committee.<br><br>Responsibilities:<br>• Direct the internal audit function with a strong emphasis on independence, quality standards, and alignment with governance expectations.<br>• Design and refine the audit framework, operating approach, and team capabilities to support a growing and increasingly regulated business environment.<br>• Build and maintain the enterprise audit universe and risk assessment process by partnering with leadership to reflect business changes, compliance demands, and emerging risks.<br>• Create and deliver a risk-based audit plan that evaluates key controls, governance practices, and areas of significant organizational exposure.<br>• Lead the scoping, oversight, and execution of audits in high-risk or developing areas where sound judgment is essential.<br>• Determine the right mix of internal staff and external specialists to ensure the audit plan is executed with appropriate depth, expertise, and capacity.<br>• Partner with compliance, risk, and external assurance providers to improve coverage, strengthen coordination, and minimize redundant review activity.<br>• Present audit observations, root causes, and remediation expectations to management and the Audit Committee in a clear and constructive manner.<br>• Track management action plans and elevate concerns when corrective measures are delayed, incomplete, or ineffective.<br>• Serve as a key contact for regulatory interactions related to internal audit, including examinations, requests, and follow-up discussions.
- 2026-11-04T20:24:03Z
- Goshen, NY
- onsite
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p>We are looking for an FP& A Manager to support planning, forecasting, and performance evaluation for a manufacturing and distribution business. This role will turn operational and financial data into practical recommendations that strengthen profitability, improve visibility into costs, and guide business decisions across customer programs and internal operations. The ideal candidate brings strong analytical ability, comfort working with cross-functional partners, and experience in environments where product cost, freight, and margin performance are critical.</p><p><br></p><p><strong><u>Applicants can apply by sending your resume to Joe Ciavardini via LinkedIn or email me at joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Build annual financial plans and maintain recurring forecasts that reflect expected sales activity, production demand, material spending, labor needs, overhead, and transportation costs.</p><p>• Create and refine profitability analyses at both the business and customer level to identify opportunities for margin improvement and support growth strategies.</p><p>• Evaluate product cost performance by reviewing raw materials, workforce expense, factory overhead, scrap, yield, and other manufacturing cost drivers.</p><p>• Compare standard costing results with actual outcomes, investigate variances, and communicate the financial impact to finance and operations stakeholders.</p><p>• Monitor gross margin trends across products, customers, and sales channels, and provide insights that inform pricing and commercial decisions.</p><p>• Partner with purchasing and operations teams to assess inventory levels, turnover, lead times, freight expense, tariffs, duties, and working capital implications.</p><p>• Support sourcing and production decisions by analyzing vendor options, make-versus-buy scenarios, and the financial tradeoffs tied to supply chain strategies.</p><p>• Prepare monthly management reports covering plant results, distribution performance, and other key operating indicators, and present findings to leadership.</p><p>• Contribute to capital investment analysis for equipment, molds, tooling, and machinery while also improving cost models, reporting automation, and costing system data such as bills of materials and routings.</p>
- 2026-11-04T19:04:04Z
- New York, NY
- onsite
- Permanent / Full Time
- 100000.00 - 130000.00 USD / Yearly
- We are looking for an experienced Tax Manager to join a services firm in New York, New York. This role will lead the delivery of tax planning, compliance, and advisory work for a diverse client base while helping clients respond to changing regulations and business needs. The position offers the opportunity to work across corporate, pass-through, nonprofit, employee benefit plan, and high-net-worth tax matters while contributing to strong client service and team development.<br><br>Responsibilities:<br>• Deliver accurate, timely tax compliance and advisory services for clients while maintaining a high standard of quality across all engagements.<br>• Build trusted relationships with clients by developing a strong understanding of their operations, priorities, and tax-related objectives.<br>• Manage tax planning and review work involving federal and state matters for corporations, pass-through entities, S corporations, nonprofits, employee benefit plans, and high-net-worth individuals.<br>• Supervise, coach, and support entry-level tax professionals by providing actionable feedback, assigning work thoughtfully, and encouraging continued development.<br>• Apply current tax law, regulatory updates, and technical guidance to client situations with sound judgment and practical recommendations.<br>• Identify opportunities to improve service delivery, recommend efficient approaches, and contribute to the overall effectiveness of the tax team.<br>• Communicate engagement progress clearly to colleagues and stakeholders to ensure alignment on timelines, priorities, and deliverables.<br>• Maintain discretion and excellence when handling confidential client information, including work related to private equity and real estate matters.
- 2026-11-04T15:04:01Z
- Jericho, NY
- onsite
- Permanent / Full Time
- 70000.00 - 80000.00 USD / Yearly
- We are looking for a Financial Analyst to join a real estate and property organization in New York. This hybrid position is suited for a finance specialist who can translate complex data into clear business insights and support investor-facing reporting in a public company environment. The role offers the opportunity to contribute to forecasting, performance evaluation, and financial decision-making through strong analytical and advanced Excel capabilities.<br><br>Responsibilities:<br>• Develop financial models and analytical reports to evaluate business performance, investment activity, and operating results.<br>• Examine budget-to-actual results and identify key drivers behind variances, providing concise explanations to leadership.<br>• Perform ad hoc analysis to support strategic planning, reporting needs, and management decision-making.<br>• Gather, organize, and interpret large datasets using advanced Excel techniques to uncover trends and actionable insights.<br>• Assist with investor relations reporting by preparing financial materials and supporting the communication of company performance.<br>• Contribute to forecasting and planning processes by updating assumptions, validating data, and refining projections.<br>• Partner with cross-functional stakeholders to ensure financial information is accurate, timely, and aligned with reporting requirements.
- 2026-11-03T20:48:42Z
- Lansing, MI
- onsite
- Permanent / Full Time
- 130000.00 - 160000.00 USD / Yearly
- <p>Our client, a well-established manufacturing organization, is adding a FP& A Manager to their team. They are going through an exciting period of transformation focused on improving operational performance, strengthening financial results, and creating a more efficient and scalable business.</p><p><br></p><p>Beyond traditional budgeting, forecasting, and financial reporting, this individual will take an active role in identifying cost reduction opportunities, evaluating operational performance, and driving initiatives that improve profitability and efficiency across the organization.</p><p>The ideal FP& A Manager candidate is a proactive business partner who can connect financial data to operational decisions, influence stakeholders, and help translate strategic objectives into measurable financial outcomes.</p><p><br></p><p><strong>Cost Optimization & Business Transformation</strong></p><ul><li>Partner with operations, supply chain, procurement, distribution, and other functional leaders to identify, evaluate, and drive cost savings initiatives across the organization.</li><li>Analyze cost structures, spending trends, and operational performance to uncover opportunities for improved efficiencies and profitability.</li><li>Develop financial models and business cases to evaluate cost reduction opportunities, process improvements, and transformation initiatives.</li><li>Establish financial baselines, track savings initiatives, and measure realized financial impact against established targets.</li><li>Monitor project performance and ensure cost savings initiatives deliver sustainable, measurable results.</li><li>Challenge existing processes and spending practices, providing financial insight and recommendations that support better business decisions.</li><li>Support organizational transformation efforts through financial analysis, scenario modeling, and ongoing performance monitoring.</li></ul><p><strong>Financial Planning & Analysis</strong></p><ul><li>Lead the development and execution of budgets, forecasts, and long-range financial plans.</li><li>Provide meaningful financial analysis and reporting to identify trends, variances, risks, and opportunities.</li><li>Develop and maintain financial models to support strategic planning, operational decisions, and profitability improvement initiatives.</li><li>Analyze key financial and operational KPIs, translating complex data into actionable insights for leadership.</li></ul><p><strong>Operational Business Partnership</strong></p><ul><li>Build strong relationships with operational leaders, serving as a trusted financial partner and advisor.</li><li>Work closely with manufacturing, supply chain, logistics, and procurement teams to understand operational challenges and identify financial improvement opportunities.</li><li>Help establish and monitor operational KPIs related to productivity, labor efficiency, material costs, overhead absorption, inventory, and distribution expenses.</li><li>Provide financial support for capital investments, resource allocation, and continuous improvement initiatives.</li><li>Communicate financial results and recommendations in a way that drives accountability and action throughout the organization.</li></ul><p>For immediate consideration call Jimmy Tunney at 517-657-8054.</p>
- 2026-11-03T13:34:02Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 90000.00 - 100000.00 USD / Yearly
- <p><em>The salary range for this position is $90,000-$100,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to [email protected]</em></p><p> </p><p><strong><u>Overview</u></strong></p><p>This role plays a critical part in protecting portfolio quality, minimizing credit losses, maximizing recoveries, and delivering outcomes while preserving long-term client, dealer, and vendor relationships. The successful candidate will combine strong commercial judgment, analytical capabilities, negotiation skills, and operational discipline to proactively manage credit deterioration, restructurings, recoveries, and regulatory reporting. Working closely with Risk, Internal Sales, Finance, Legal and Operations, the Collections Manager will contribute directly to the overall financial performance and risk management.</p><p> </p><p><strong><u>Job Description</u></strong></p><p>• Manage the North American collections function for commercial equipment finance portfolios across the U.S. and Canada. </p><p>• Monitor portfolio performance and identify early warning indicators of customer deterioration. </p><p>• Develop proactive collection strategies that maximize recoveries while preserving valuable customer relationships whenever possible. </p><p>• Prioritize collection efforts based on risk, exposure, collateral quality, and probability of recovery. </p><p>• Continuously improve collection effectiveness through data-driven portfolio segmentation and analytics. </p><p>• Lead negotiations involving: Payment arrangements, Loan restructurings, Deferrals, Settlement agreements, Forbearance solutions </p><p>• Evaluate workout alternatives balancing customer viability, collateral preservation, legal enforceability, and financial impact. </p><p>• Manage escalated customer situations with professionalism and sound business judgment. </p><p>• Coordinate repossessions, voluntary surrenders, remarketing activities, and deficiency recovery efforts. </p><p>• Partner with asset management and remarketing teams to maximize collateral recovery values. </p>
- 2026-11-02T17:23:46Z
- Greensboro, NC
- onsite
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p>We are looking for an experienced Financial Planning & Analysis Manager to oversee financial planning activities in Greensboro, North Carolina. This position serves as a key partner to local leadership by delivering forecasting, performance reporting, and actionable financial insights that guide business decisions. The role also provides day-to-day leadership to an analyst while building strong collaboration across operations and corporate finance.</p><p><br></p><p>Responsibilities:</p><p>• Direct financial planning and analysis activities for the Greensboro, North Carolina site, ensuring accurate reporting and informed business support.</p><p>• Supervise, coach, and develop a financial analyst to strengthen team performance and analytical capability.</p><p>• Build and maintain budgets, forecasts, and recurring financial reports that support operational and strategic planning.</p><p>• Analyze financial results against plans and prior periods, identifying key trends and explaining the factors affecting performance.</p><p>• Contribute to month-end close reporting and prepare clear financial summaries and presentations for leadership review.</p><p>• Work closely with site leaders to track performance, evaluate business outcomes, and support forward-looking planning decisions.</p><p>• Deliver timely ad hoc financial analysis to address operational questions and emerging business needs.</p><p>• Coordinate with operations partners and corporate finance stakeholders to align site-level analysis with broader company objectives.</p>
- 2026-11-02T17:08:48Z
- Roseburg, OR
- onsite
- Permanent / Full Time
- 100000.00 - 140000.00 USD / Yearly
- <p><strong><em>Kimberly Casey</em></strong> with Robert Half is seeking a <strong><em>Senior Financial Planning & Analysis (FP& A) Analyst</em></strong> to join a growing Oregon company.</p><p><strong>Mostly Remote; however, does require some travel to Roseburg area</strong></p><p>Are you an experienced FP& A professional who thrives in building structure, creating meaningful financial insights, and helping organizations scale? We are partnering with a growing Oregon-based organization seeking a Senior FP& A Analyst to establish and lead the company's first dedicated FP& A function. Reporting directly to the CFO, this newly created position offers the opportunity to make a lasting impact while helping guide strategic growth, acquisitions, system enhancements, and operational improvements.</p><p><br></p><p>This role is ideal for someone who enjoys both high-level strategic analysis and hands-on execution. You'll have the opportunity to create reporting frameworks, build dashboards and KPIs, develop forecasting models, implement best practices, and serve as a trusted business partner to leadership. The company offers significant flexibility, with a primarily remote work arrangement for Oregon-based candidates who can travel periodically to the Roseburg area for meetings and collaboration.</p><p><br></p><p><strong>Benefits </strong>include but not limited to- healthcare, two funded retirement plans, holiday pay, vacation and sick time.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>Lead the company's financial planning, forecasting, budgeting, and long-range planning processes</p><p>Develop financial models that support strategic decision-making, growth initiatives, and acquisitions</p><p>Design and implement dashboards, KPIs, management reports, and analytical tools that provide actionable business insights</p><p>Analyze financial and operational performance, identify trends, and provide recommendations to improve results</p><p>Partner with leadership to evaluate business opportunities, profitability, and operational performance</p><p>Establish reporting standards, metrics, and financial processes for a growing organization</p><p>Create, document, and continuously improve standard operating procedures (SOPs) and internal controls</p><p>Support ERP implementations, reporting enhancements, and process improvement initiatives</p><p>Investigate variances and business performance drivers, identify root causes, and recommend solutions</p><p>Present financial analysis and recommendations to executive leadership</p><p>Assist with integration efforts related to acquisitions and organizational growth initiatives</p>
- 2026-11-01T16:08:43Z
- Plano, TX
- onsite
- Temporary / Contract
- 40.00 - 40.00 USD / Hourly
- <p>We are looking for an interim Sr. Financial Analyst to join the FP& A team in Plano, Texas. This Long-term Contract position will play a key role in budgeting, forecasting, financial reporting, and business performance analysis while helping leaders make informed strategic decisions. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex financial information into clear business recommendations.</p><p>This is a 6+ month contract position</p><p>Hybrid work schedule: 2-3 days a week in the office in Plano, TX</p><p><br></p><p><strong><u>Interim Senior Financial Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Drive the preparation of annual budgets, multi-year financial plans, and recurring forecasts to support business goals.</p><p>• Partner with departments across the organization to manage planning schedules, gather inputs, and keep deliverables on track.</p><p>• Review monthly financial performance by analyzing profit and loss results, balance sheet activity, and key operational metrics.</p><p>• Present meaningful insights on trends, financial risks, and areas of opportunity to support leadership decision-making.</p><p>• Create reporting packages, dashboards, and executive summaries that communicate business performance clearly and effectively.</p><p>• Collaborate with leaders in functions such as sales, marketing, and operations to assess results and guide investment decisions.</p><p>• Develop and maintain financial models, scenario planning tools, and business cases that support forecasting and strategic analysis.</p><p>• Strengthen data accuracy, uphold financial controls, and contribute to improvements in FP& A processes and systems, including enterprise finance platforms when needed.</p>
- 2026-10-30T22:04:45Z
- Greenwood Village, CO
- onsite
- Permanent / Full Time
- 83000.00 - 113000.00 USD / Yearly
- <p>Robert Half is supporting the recruiting efforts of a company in the SaaS industry to find a Sr Financial Analyst. This is a full time, permanent position in DTC. It is hybrid (T-Th WFH), and is paying $83-113k + bonus + equity. Additional information and job requirements are below. For a full job description with company information, and for immediate consideration, please email your resume to Morgan.Racicot(at symbol) roberthalf (dotcom) today … or your Robert Half recruiter if you have one!! </p><p><br></p><p>Responsibilities:</p><p>• Develop and refine financial models, operating budgets, and forward-looking forecasts to support company planning.</p><p>• Examine revenue patterns, including ARR-related performance, and highlight trends that influence strategic and operational decisions.</p><p>• Track core financial indicators, margins, and business results to evaluate overall performance and identify areas of concern or opportunity.</p><p>• Produce monthly reporting packages and concise performance updates for leadership review.</p><p>• Create projection scenarios for expansion efforts, new products, and other growth-focused initiatives.</p><p>• Analyze cost structures, pricing assumptions, and expected returns to assess the viability of prospective opportunities.</p><p>• Partner with teams across the organization to validate inputs and improve the accuracy of forecasts and financial assumptions.</p><p>• Deliver ad hoc analysis and decision support materials that help leadership prioritize investments and business actions.</p><p>• Contribute to planning and reporting activities tied to future capital needs and other long-range financial objectives.</p><p>• Recommend and implement improvements that make reporting processes more efficient, consistent, and scalable.</p><p><br></p><p>Benefits include comprehensive health, dental, vision, retirement investment options, PTO and more! </p>
- 2026-10-30T20:44:11Z
- Honolulu, HI
- onsite
- Temporary / Contract
- 25.65 - 29.70 USD / Hourly
- <p>We are looking for an entry-level Financial Analyst to join our team in Honolulu, Hawaii on a Contract basis. This role supports real estate and project finance activities by helping evaluate investment opportunities, organize critical documentation, and assist with financing and compliance efforts. The ideal candidate is detail-oriented, analytical, and comfortable working across multiple deadlines while coordinating with internal teams, consultants, and public agencies. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-8056.</p><p><br></p><p>Responsibilities:</p><p>• Examine partnership, loan, regulatory, bond, and land-use documents to extract key terms, obligations, and project assumptions for analysis.</p><p>• Build and update preliminary financial models, development budgets, and timeline projections to support project planning and review.</p><p>• Contribute to budget studies, forecast reviews, and resource assessments by preparing analysis and summarizing findings for stakeholders.</p><p>• Assess potential real estate investments through return modeling, capital planning, depreciation review, and scenario analysis.</p><p>• Gather and maintain due diligence materials such as environmental reports, surveys, title records, zoning information, and third-party evaluations in organized project files.</p><p>• Support financing activities by assembling application packages, monitoring submission requirements, and helping coordinate materials for bonds, tax credit equity, and permanent loan closings.</p><p>• Track milestones, regulatory dates, approval conditions, and reporting obligations to help keep projects aligned with state and federal requirements.</p><p>• Coordinate with consultants and agencies by sharing requested information, following up on open items, and maintaining meeting agendas, notes, calendars, and action trackers.</p>
- 2026-10-30T20:18:44Z
- Wilbraham, MA
- onsite
- Permanent / Full Time
- 160000.00 - 190000.00 USD / Yearly
- <p><strong>Director of Financial Planning & Analysis</strong></p><p> <strong>Location: Wilbraham, MA | Hybrid</strong></p><p> <strong>Recruiter Contact: Kelleigh Marquard – Kelleigh.Marquard@Roberthalf</strong></p><p><strong>Position ID: KM0013535324</strong></p><p>Our client, an established and growing manufacturer within a large organization, is seeking a Director of FP& A to lead financial planning and analysis for its business unit. This is a highly visible opportunity to partner directly with the BU CFO and work closely with operations and engineering leadership to shape strategy, improve performance, and support continued growth.</p><p>The ideal candidate brings strong manufacturing finance experience, an analytical mindset, and the ability to translate financial results into actionable business insights. The organization offers an impressive leadership team, meaningful exposure to business decisions, and opportunities for career advancement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead budgeting, forecasting, and strategic financial planning for the business unit.</li><li>Partner with operations and engineering leaders to evaluate performance, identify opportunities, and support business decisions.</li><li>Develop KPIs, dashboards, and management reporting that provide clear visibility into financial and operational results.</li><li>Analyze performance against budgets and forecasts, uncover underlying drivers, and recommend actions to improve results.</li><li>Prepare and present financial analyses and recommendations to senior leadership.</li><li>Build financial models and business cases to evaluate strategic initiatives, investments, and potential acquisitions.</li><li>Improve FP& A processes, reporting tools, and analytical capabilities.</li><li>Manage and develop financial staff.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Base salary of $160,000–$190,000, depending on experience level.</li><li>Company stock ownership program.</li><li>Discretionary bonus.</li><li>401(k) with a company match.</li><li>Medical, dental, and vision coverage.</li><li>Company PTO and paid holidays.</li></ul><p>If you meet the requirements for this position and are interested in learning more, please email your resume in confidence to Kelleigh Marquard at Kelleigh.Marquard@roberthalf com. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.</p>
- 2026-10-30T15:23:42Z
- Denver, PA
- onsite
- Permanent / Full Time
- 110000.00 - 140000.00 USD / Yearly
- <p>We are looking for a strategic Financial Planning & Analysis Manager to support a growing organization. The FP& A Manager will shape core planning and reporting processes, turning financial and operational data into clear guidance for leadership. The role is well suited for someone who can balance detailed analysis with broader business perspective while helping build a scalable FP& A function that supports profitable growth.</p><p><br></p><p>Responsibilities:</p><p>• Direct the companywide budget cycle and produce forward-looking financial plans across the income statement, balance sheet, and cash flow statement.</p><p>• Maintain monthly forecasting models that reflect business performance, operational assumptions, and changing market conditions.</p><p>• Work closely with sales and operations planning partners to align financial outlooks with production, demand, and supply inputs.</p><p>• Provide leadership stakeholders with meaningful analysis, scenario evaluation, and recommendations to support strategic and day-to-day decisions.</p><p>• Create reporting that measures gross margin performance across products and customers to highlight trends and improvement opportunities.</p><p>• Review customer rebate programs and sales commission activity to ensure accurate tracking and insightful performance analysis.</p><p>• Oversee reporting related to capital spending and monitor investment activity against approved plans.</p><p>• Evaluate commodity cost exposure, including copper-related impacts, and summarize potential financial effects for the business.</p><p>• Prepare and update a rolling cash flow view to support liquidity planning and short-term decision-making.</p><p>• Serve as the internal Power BI expert, enhancing dashboards, reporting tools, key performance metrics, and ad hoc financial analysis capabilities.</p>
- 2026-10-30T11:28:43Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 120000.00 - 160000.00 USD / Yearly
- We are looking for an experienced Senior Portfolio Analyst to support portfolio performance evaluation and investor-focused reporting in Minneapolis, Minnesota. This role is ideal for a finance specialist who can translate complex investment results into clear, decision-ready insights for stakeholders. The position will play a key role in analyzing asset and deal performance, preparing high-quality materials for leadership, and helping maintain strong communication with investors and internal partners.<br><br>Responsibilities:<br>• Evaluate portfolio and individual deal results to identify trends, explain performance drivers, and highlight notable variances.<br>• Prepare recurring and ad hoc performance reports that present financial outcomes in a clear and meaningful way for business stakeholders.<br>• Develop investor reporting materials that communicate fund and portfolio results with accuracy, consistency, and clarity.<br>• Review investment activity and portfolio developments to support informed discussions around asset performance and strategic priorities.<br>• Create executive- and board-ready presentations that summarize findings, recommendations, and key financial insights.<br>• Partner with investors, investment teams, and senior leaders to respond to questions and provide timely analytical support.<br>• Consolidate financial data from multiple sources to improve the quality and reliability of reporting outputs.<br>• Contribute to presentation and reporting processes by refining analysis and ensuring materials are prepared for leadership review.
- 2026-10-29T21:44:07Z
- Melville, NY
- remote
- Temporary / Contract
- 30.00 - 33.00 USD / Hourly
- <p>Our client in <strong>Melville, NY</strong> is seeking a <strong>Financial Analyst</strong> with <strong>2+ years of experience</strong> to join their growing finance team.</p><p>The ideal candidate will support financial planning, reporting, forecasting, and analysis efforts while helping leadership make informed business decisions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and prepare reports to support business planning and decision-making.</li><li>Assist with budgeting, forecasting, and variance analysis.</li><li>Monitor financial performance and identify trends, risks, and opportunities.</li><li>Support month-end and year-end close processes.</li><li>Develop and maintain financial models and dashboards.</li><li>Partner with cross-functional teams to improve financial processes and reporting accuracy.</li><li>Present findings and recommendations to management.</li></ul><p><br></p>
- 2026-10-29T20:34:06Z
- Eagan, MN
- onsite
- Permanent / Full Time
- 105000.00 - 135000.00 USD / Yearly
- <p>Our small CPA firm client is looking for a Tax Manager to join their firm by end of November. Unlimited PTO, 100% paid benefits for employee,</p><p>CPA or EA ideal. Hybrid environment with good work/life balance and short busy season. Experience with individual and small business required. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p><p><br></p>
- 2026-10-29T18:23:44Z
- Portland, OR
- onsite
- Permanent / Full Time
- 110000.00 - 115000.00 USD / Yearly
- <p>Sue Sumrell is recruiting for a Senior Financial Analyst with experience in DTC, ecommerce, store revenue experience in Portland, Oregon!</p><p><br></p><p>We're partnering with an industry-leading consumer products organization seeking a Senior Financial Analyst to support high-impact forecasting, planning, and strategic analysis for a rapidly growing Direct-to-Consumer (DTC) business.</p><p><br></p><p><strong>Please note that candidates for this position must be located in Portland, Oregon. </strong></p><p><br></p><p>In this role, you'll: </p><p>✅ Partner with executives and business leaders on key financial decisions</p><p> ✅ Lead forecasting, budgeting, long-range planning, and monthly reporting</p><p> ✅ Turn complex data into clear, actionable business insights</p><p> ✅ Build and enhance financial reporting and analytics tools</p><p> ✅ Influence growth strategies across e-commerce and retail channels</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys partnering with leadership, telling the story behind the numbers, and helping shape business strategy.</p><p>It will be hard to find a company more environmentally focused!</p><p><br></p><p>Interested in learning more? Please contact Sue Sumrell and email your resume directly to [email protected]. </p><p><strong>Candidates who are not local or have a committed plan to move to the Portland area will not be considered.</strong></p>
- 2026-10-29T18:08:43Z
- Fort Worth, TX
- onsite
- Permanent / Full Time
- 118700.00 - 158000.00 USD / Yearly
- <p>We are looking for an experienced Director of IT Audit to lead risk-based audit activities that strengthen governance, internal controls, and compliance across our client's organization. Based in Fort Worth, Texas, this role partners closely with senior leaders to evaluate technology-related risks, improve business processes, and provide practical recommendations that support reliable operations. The position offers the opportunity to guide a high-performing audit function while helping the business maintain strong ethical and control standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct end-to-end IT audit engagements, from scope development and risk assessment through fieldwork, reporting, and follow-up activities.</p><p>• Present audit observations, control gaps, and potential business impact to management and executive stakeholders in a clear and actionable manner.</p><p>• Review technology and process controls to determine whether they are appropriately designed and operating effectively, including support for SOX and ITGC compliance efforts.</p><p>• Advise business leaders on opportunities to strengthen internal controls, enhance efficiency, and address emerging operational and technology risks.</p><p>• Oversee multiple audit initiatives at once, allocating team resources effectively while keeping projects on schedule and aligned with priorities.</p><p>• Contribute to the annual audit plan by identifying changing risk areas and recommending updates based on business needs and enterprise priorities.</p><p>• Develop and mentor audit professionals, fostering technical growth, sound judgment, and leadership capability within the team.</p><p>• Evaluate key business processes and risk areas to identify improvement opportunities that increase effectiveness, accountability, and control maturity.</p>
- 2026-10-26T20:04:11Z
- Brooklyn, NY
- onsite
- Permanent / Full Time
- 130000.00 - 160000.00 USD / Yearly
- <p>We are looking for a Tax Manager to lead corporate and indirect tax activities for a growing multi-entity business based in New York. This role is suited for a tax specialist who can combine technical expertise with hands-on operational execution, ensuring compliance across multiple jurisdictions while improving the accuracy of tax processes. The ideal candidate will bring strong judgment, clear written communication, and the ability to work effectively with external advisors on both indirect and direct tax matters.</p><p><br></p><p>Responsibilities:</p><p>• Oversee sales and use tax compliance across multiple state and local jurisdictions, including registrations, filings, payments, and ongoing account maintenance.</p><p>• Evaluate nexus and product taxability requirements in new and existing jurisdictions, translating findings into practical compliance steps for the business.</p><p>• Manage indirect tax operations by maintaining tax engine settings, aligning item taxability rules, and identifying invoice-level use tax issues before they create broader exposure.</p><p>• Partner with internal teams to support accurate tax treatment for new products, entities, and business activities in a fast-paced multi-entity environment.</p><p>• Review the work of outside tax advisors related to corporate income tax, indirect tax, and transfer pricing, providing thoughtful oversight and challenge where needed.</p><p>• Prepare clear technical analyses and written guidance on changing tax rules, turning complex requirements into repeatable internal procedures.</p><p>• Support annual income tax provision activities and broader corporate tax compliance needs to help maintain timely and accurate reporting.</p><p>• Monitor tax developments affecting retail or hospitality operations and recommend process updates to reduce risk and improve consistency.</p>
- 2026-10-26T13:38:43Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 90000.00 - 100000.00 USD / Yearly
- <p><em>The salary range for this position is $90,000 - $100,000 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>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><br></p><p><strong>Key Responsibilities </strong></p><ul><li>Manage the North American collections function for commercial equipment finance portfolios across the U.S. and Canada. </li><li>Monitor portfolio performance and identify early warning indicators of customer deterioration. </li><li>Develop proactive collection strategies that maximize recoveries while preserving valuable customer relationships whenever possible. </li><li>Prioritize collection efforts based on risk, exposure, collateral quality, and probability of recovery. </li><li>Continuously improve collection effectiveness through data-driven portfolio segmentation and analytics. </li><li>Lead negotiations involving: Payment arrangements, Loan restructurings, Deferrals, Settlement agreements, Forbearance solutions </li><li>Evaluate workout alternatives balancing customer viability, collateral preservation, legal enforceability, and financial impact. </li><li>Manage escalated customer situations with professionalism and sound business judgment. </li><li>Coordinate repossessions, voluntary surrenders, remarketing activities, and deficiency recovery efforts. </li><li>Partner with asset management and remarketing teams to maximize collateral recovery values. </li><li>Monitor recovery performance and recommend strategies to reduce net credit losses. </li><li>Ensure compliance with: Company policies, Internal controls, Collection regulations, U.S. and Canadian legal requirements </li><li>Monitor Regulatory Default and Forbearance classifications. </li><li>Support internal and external audits related to portfolio management and collections. </li><li>Reporting & Portfolio Analytics </li><li>Prepare and present regular portfolio reporting </li><li>Develop dashboards and performance metrics to support data-driven decision making. </li><li>Drive continuous process improvements and automation initiatives that improve customer experience while strengthening portfolio controls. </li><li>Success Measures </li></ul><p><br></p>
- 2026-10-23T17:08:42Z
- Schaumburg, IL
- onsite
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <p><em>The salary range for this position is $100,000 - $120,000 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>Summary</strong></p><p>As a Senior Financial Analyst, you will provide critical support to our leadership team by transforming complex data into clear, actionable insights that drive strategic and operational decisions. We are looking for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and brings deep expertise in financial modeling, business intelligence, and the mortgage industry.</p><p> </p><p><strong>Essential Duties</strong></p><ul><li>Deliver accurate, timely financial reporting and performance metrics to empower decision-making across the company.</li><li>Build and maintain financial reports, models, and dashboards to monitor sales, profitability, and operational efficiency.</li><li>Analyze internal performance data and broader mortgage market trends to support accurate forecasting and strategic planning.</li><li>Prepare executive and management-level presentations that clearly communicate complex data and business insights.</li><li>Prepare and manage Quarterly Mortgage Call Report (MCR) filings through NMLS, ensuring accuracy, completeness, and compliance with regulatory requirements.</li><li>Conduct ad hoc analysis and scenario modeling to evaluate executive requests, new product developments, opportunity analysis, and margin profitability.</li><li>Implement automation and identify opportunities to streamline processes, increase reporting efficiency, and enhance data accessibility and accuracy.</li><li>Continuously bring forward innovative ideas to improve the company's analytics, decision-making tools, and business insights.</li></ul><p><strong>Requirements</strong></p><ul><li>Strong ability to communicate data-driven insights and influence stakeholders at all levels of the organization.</li><li>Proficient at extracting, integrating, and analyzing data from multiple systems, with the comfort to develop assumptions when necessary.</li><li>Skilled in cross-functional collaboration with both technical and non-technical colleagues.</li><li>Advanced financial modeling and analytical capabilities.</li><li>Excellent time management and attention to detail, with the ability to effectively juggle multiple priorities.</li><li>A self-starter equipped with a growth mindset and the flexibility to adapt to new business needs and technologies.</li></ul><p><br></p>
- 2026-10-23T16:24:08Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 100000.00 - 115000.00 USD / Yearly
- <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>Upgrade your sweater weather season with a role that pays more, and respects your work-life balance.</p><p><br></p><p><strong><u>Job Description</u></strong></p><ul><li>Knowledge of</li><li>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>Exposure to and/or interest in:</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, intelligent audit tools, and cognitive technologies).</li><li>Evaluating, summarizing, organizing, and interpreting data.</li><li>Establishing and cultivating business relationships and a professional network.</li><li>Ability to translate and communicate technology topics and audit issues to client personnel, including executives.</li><li>Supervisory experience of teams including mentoring, oversight and review of work, coordination across teams, and understanding how to motivate.</li><li>Experience performing documentation of findings and summarizing recommendations.<strong><u> </u></strong></li></ul><p><br></p>
- 2026-10-23T16:18:45Z
- Arlington, VA
- onsite
- Permanent / Full Time
- 150000.00 - 165000.00 USD / Yearly
- <p>We are looking for a Project Finance Manager to join a growing renewable energy organization in Northern Virginia. This role will help secure and execute capital solutions across a portfolio of community solar, distributed generation, solar-plus-storage, and standalone storage assets. The position offers the opportunity to work closely with internal teams and external financing partners to advance projects from development through closing.</p><p><br></p><p>Responsibilities:</p><p>• Lead support for financing activities involving sponsor equity, tax equity, joint venture equity, and debt facilities for renewable energy projects.</p><p>• Build, refine, and manage detailed financial models used to evaluate transaction structures, project returns, and investment scenarios.</p><p>• Coordinate multiple transactions simultaneously, guiding each opportunity through diligence, documentation, negotiation, and financial close.</p><p>• Partner with development, origination, operations, and legal colleagues to align financing requirements with project execution plans.</p><p>• Assist in structuring commercial terms for solar and energy storage investments to support portfolio growth and capital deployment.</p><p>• Analyze project economics, funding assumptions, and risk factors to inform decision-making across development and acquisition efforts.</p>
- 2026-10-23T15:48:44Z
- White Plains, NY
- onsite
- Permanent / Full Time
- 75000.00 - 125000.00 USD / Yearly
- <p>We are seeking an experienced Audit Senior to support information systems audit activities for an organization based in New York. This role is focused on evaluating technology controls, assessing risk exposure, and helping strengthen compliance within regulated environments. The position will work closely with audit leadership and business stakeholders to perform IT control testing, document findings, and recommend practical improvements to risk management and internal control processes.</p><p><br></p><p><strong><u>Qualified applicants can apply by sending your resume to Joe Ciavardini at joe.ciavardini@roberthalf</u></strong></p>
- 2026-10-23T15:28:42Z