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>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>
<p>We are looking for an Operations Analyst to support finance-related workflows in Warwick, Rhode Island. This position focuses on maintaining accurate financial records, preparing reporting support, and helping ensure timely completion of compliance-related activities. The ideal candidate brings strong attention to detail, sound analytical judgment, and the ability to manage several priorities in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Monitor daily financial transactions and verify the accuracy of receivables, payables, journal activity, and cash balancing records.</p><p>• Complete reconciliations and perform account analysis to assist with financial statements, audit preparation, and required tax and regulatory reporting.</p><p>• Coordinate the preparation and submission of licensing, compliance, and tax documentation while tracking due dates and follow-up items.</p><p>• Assist with commission administration by reviewing calculations, updating records, addressing exceptions, and responding to broker-related questions.</p><p>• Investigate billing, payment, customer account, and finance-related discrepancies and drive issues through resolution.</p><p>• Maintain vendor master data, enter necessary adjustments, and support accurate processing across finance systems.</p><p>• Identify process improvement opportunities that strengthen reporting quality, operational consistency, and overall efficiency.</p><p>• Provide cross-functional backup support for essential finance activities and maintain familiarity with core accounting procedures.</p>
<p>Join a global real estate investment leader with a strong presence across North America and Europe! This organization fosters a collaborative, high-integrity culture where employees are encouraged to grow, think creatively, and contribute beyond the scope of their titles.</p><p><br></p><p>This Corporate Financial Analyst role is a great opportunity for an early-career finance professional to support forecasting, reporting, and strategic analysis within a sophisticated corporate finance environment. The position offers broad exposure to financial modeling, portfolio valuation, budgeting, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>· Maintain and enhance corporate forecasting models to support financial planning efforts</p><p>· Prepare selected sections of quarterly management reporting packages for leadership review</p><p>· Evaluate core financial performance indicators and perform budget-to-actual variance analysis</p><p>· Build and refresh Argus models and assist with portfolio valuation activities</p><p>· Track portfolio-related expenses and provide insights on cost trends</p><p>· Support special projects and identify tools or systems that improve workflow efficiency</p><p><br></p><p>For immediate consideration please contact Ben.Turnbull@roberthalf.</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>Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks!</strong></p><p> </p><p>Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful responsibility, and exposure to private investments</strong> from day one.</p><p> </p><p>This is a great opportunity for someone looking to move beyond fund accounting into a <strong>broader investment operations role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>private investments, transaction execution, fund operations, and process improvement initiatives</strong>, while working closely with teams across the business.</p><p><br></p><p>Responsibilities</p><ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive <strong>process improvement and operational efficiency initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a Budget Analyst to support financial planning and help guide sound budget decisions. This role partners with departments and leadership to develop the annual budget, evaluate financial performance, and translate data into practical recommendations. The ideal candidate brings strong analytical ability, comfort with complex financial information, and a collaborative approach to improving planning, reporting, and organizational performance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budget cycle by organizing timelines, gathering departmental submissions, issuing preparation guidance, validating budget data, and supporting development of the final budget document.</p><p>• Evaluate operating and capital funding requests to confirm alignment with financial policies, strategic priorities, and overall fiscal objectives, while documenting recommended revisions throughout the review process.</p><p>• Track revenues, expenditures, and fund activity to identify variances, recommend corrective action, and coordinate with accounting staff to maintain accurate financial oversight.</p><p>• Support strategic planning and performance management efforts by working with departments and executive leadership to establish meaningful measures, review progress, and encourage continuous improvement.</p><p>• Prepare long-range financial analyses and revenue and expenditure forecasts, including development of a multi-year financial plan that highlights emerging trends and future fiscal challenges.</p><p>• Design and manage surveys, benchmarking projects, and other analytical studies by collecting data, performing statistical review, and presenting findings and recommendations to city leadership and stakeholders.</p><p>• Advise departments on budget policy, capital planning, infrastructure replacement planning, operational analysis, workflow improvement, and related policy development matters.</p><p>• Contribute to fee and rate studies by assessing existing structures, modeling equitable pricing approaches, and assisting departments with updates to charges as needed.</p><p>• Create and deliver presentations, reports, and briefing materials on fiscal issues, budget proposals, strategic outcomes, legislative impacts, and special initiatives for leadership, committees, and community groups.</p><p>• Maintain detailed financial databases and spreadsheets, support process improvement initiatives, review agenda items involving fiscal matters, and provide staff support to committees, teams, and advisory groups.</p>
We are looking for an Accounts Receivable Analyst to join a busy chemicals manufacturing organization in Southfield, Michigan. This contract opportunity offers the potential for a permanent position and is ideal for someone who is detail-oriented and can manage a varied customer portfolio while supporting daily receivables activity in a fast-moving environment. The role focuses on cash application, collections follow-up, account reconciliation, and accurate reporting, while partnering with customers and internal teams to resolve billing and payment issues.<br><br>Responsibilities:<br>• Track incoming customer payments across bank accounts and ensure receipts are recorded accurately and on time.<br>• Apply daily cash transactions, maintain cash activity records, and support the preparation of regular cash forecasting updates.<br>• Follow up with customers on past-due balances, scheduled remittances, and invoice-related questions to improve collection performance.<br>• Issue invoices through accounting platforms and customer portals while monitoring submission status and resolving processing issues.<br>• Reconcile customer accounts to identify discrepancies, investigate variances, and bring outstanding items to resolution.<br>• Prepare reports and supporting schedules related to cash receipts, receivables activity, and other accounting requests from management.<br>• Enter banking transactions, coordinate deposits, and balance bank activity against internal records.<br>• Maintain organized documentation for accounting files and intercompany receivable transactions.<br>• Work through accounting exceptions by identifying root causes and recommending practical solutions as issues arise.
<p>We are looking for a Payroll Analyst to join a Baton Rouge, Louisiana team in a Contract to permanent role. This position focuses on strengthening payroll and workforce program compliance by reviewing data, supporting audits, and helping maintain accurate reporting across compensation, timekeeping, tax, and programs. The ideal candidate brings strong analytical ability, a solid understanding of payroll regulations, and the confidence to work across departments to reduce risk and improve operational performance.</p><p><br></p><p>Responsibilities:</p><p>• Examine payroll, compensation, timekeeping, and workforce program information to identify trends, exceptions, and areas requiring corrective action.</p><p>• Produce reports, scorecards, and dashboard insights that help leaders monitor compliance exposure and improve process effectiveness.</p><p>• Perform internal reviews of payroll activity, compensation-related data, work authorization arrangements, education assistance programs, and eligibility for forgiveness initiatives.</p><p>• Track updates to federal, state, and local requirements affecting payroll, tax treatment, and employee assistance programs, then help translate those changes into practical controls and procedures.</p><p>• Maintain organized audit support, reconciliations, compliance records, and reporting documentation to support governance and financial accuracy.</p><p>• Collaborate with Payroll, Human Resources, Finance, Talent Acquisition, and operational teams to validate data integrity and resolve discrepancies.</p><p>• Provide guidance and training materials for managers and stakeholders on payroll compliance expectations, policy requirements, and program administration.</p><p>• Recommend and support process improvements that enhance accuracy, strengthen internal controls, and reduce compliance risk across payroll operations.</p>
<p>Robert Half is looking for an experienced Land Accountant to support accounting operations for homebuilding activities at our client site located in Delaware . This Land Accountant position plays a key role in maintaining accurate financial records, analyzing contract profitability, and ensuring timely completion of month-end accounting tasks. The ideal candidate brings strong attention to detail, sound judgment in reviewing costs and account activity, and the ability to coordinate effectively with internal teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage month-end accounting activities by completing close tasks on schedule and supporting accurate financial reporting.</li><li>Reconcile balance sheet accounts each month and prepare supporting documentation for account activity and adjustments.</li><li>Analyze profitability by evaluating house-level financial performance and assessing margin results tied to individual sales agreements.</li><li>Examine project-related costs to identify budget discrepancies, coding issues, and invoice posting inaccuracies, then work with the appropriate teams to correct them.</li><li>Administer recurring accounting items such as property tax payments and monthly amortization entries in a timely manner.</li><li>Track fixed asset acquisitions, ensure proper capitalization, and record depreciation according to accounting guidelines.</li><li>Prepare required tax filings, including excise tax submissions, secure approvals, and maintain supporting documentation.</li><li>Produce and review recurring operational and financial reports, including sales, back charges, marketing, warranty, and production-related reporting.</li></ul>
<p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a growing organization to identify a <strong>Senior Financial Analyst</strong> who will play a key role in financial planning, forecasting, reporting, and business performance analysis. This is an exciting opportunity to move beyond traditional financial reporting and serve as a strategic business partner, providing financial insights, identifying opportunities, and helping drive business results.</p><p><br></p><p>Working closely with Finance leadership and operational teams, you will have significant visibility across the organization while contributing to strategic financial initiatives and continuous improvement.</p><p><br></p><p>For confidential consideration and additional information please contact Kevin Sweet at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Planning & Forecasting:</strong> Lead budgets, forecasts, financial guidance, and business case development aligned with operational and strategic objectives.</li><li><strong>Financial Reporting & Analysis:</strong> Oversee monthly financial reporting, variance analysis, KPI tracking, and performance measurement while identifying trends, risks, and opportunities.</li><li><strong>Strategic Business Partnership:</strong> Partner with business leaders to provide financial insight and recommendations on cost performance, capital investments, pricing, and contract negotiations.</li><li><strong>Financial Modeling:</strong> Develop and enhance financial models, forecasting tools, and reporting processes to improve visibility and decision-making.</li><li><strong>Corporate Reporting:</strong> Support monthly and quarterly reporting, providing meaningful financial analysis and commentary while ensuring alignment with corporate reporting standards.</li><li><strong>Process Improvement:</strong> Identify opportunities to streamline reporting, improve data quality, automate processes, and enhance financial planning capabilities.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>High-visibility position partnering directly with Finance and operational leadership.</li><li>Opportunity to influence business strategy and financial performance.</li><li>Exposure to international finance operations and corporate-level reporting.</li><li>Ability to develop financial models and improve reporting processes.</li><li>An opportunity to make a meaningful impact within a growing organization.</li></ul><p><br></p>
We are looking for a Financial Analyst to join our team in Upper Sandusky, Ohio. This role supports business performance by turning financial data into clear insights that guide planning and day-to-day decisions. The position works across reporting, close activities, cash management, and payroll-related accounting while partnering with leaders and other departments to improve visibility into financial results.<br><br>Responsibilities:<br>• Prepare management reports by gathering, reviewing, and interpreting financial data to highlight performance and support operational decisions.<br>• Deliver meaningful analysis to business partners, explaining trends, risks, and opportunities that can influence planning and resource allocation.<br>• Contribute to annual budget development and ongoing forecast updates by comparing expectations to actual results and refining projections.<br>• Assist with monthly and year-end close tasks, including journal entry preparation, account analysis, and reconciliation of balance sheet accounts.<br>• Examine general ledger activity for inconsistencies, unusual movements, or reporting concerns and help resolve issues in a timely manner.<br>• Support treasury operations by maintaining cash forecasts, evaluating liquidity needs, and recording related financial transactions.<br>• Monitor working capital drivers such as receivables, payables, and inventory to identify ways to strengthen cash flow performance.<br>• Record payroll-related accounting activity, reconcile associated accounts, and help complete required tax and information reporting such as 1099 filings.<br>• Participate in audit support, capital spending analysis, process improvements, and other finance projects as assigned.
<p><strong><u>Bookkeeper</u></strong></p><p><br></p><p><strong>Newport Beach / Costa Mesa, CA (On-Site)</strong> <strong>$67,000 - $80,000</strong></p><p><br></p><p>A growing multi-entity organization is seeking a <strong>Full-Charge Bookkeeper</strong> to support accounting operations across various business, real estate, and philanthropic entities. This role will partner closely with leadership and be responsible for maintaining accurate financial records, supporting month-end close, and managing day-to-day accounting activities.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Prepare journal entries and maintain the general ledger</li><li>Perform bank, credit card, and balance sheet reconciliations</li><li>Support month-end and year-end close processes</li><li>Track cash activity and assist with financial reporting</li><li>Process intercompany transactions and allocations</li><li>Support external CPAs, auditors, and tax professionals</li><li>Maintain accurate financial records and supporting documentation</li></ul>
<p>We are looking for a Financial Analyst to support manufacturing finance through insightful analysis, practical reporting, and strong cross-functional collaboration. This role will help leaders understand operating results, plan future performance, and make sound decisions by turning complex production and cost data into clear financial recommendations. The position is well suited for someone who enjoys working with detailed information while keeping sight of broader business goals.</p><p><br></p><p>Responsibilities:</p><p>• Build and refine financial models, forecasting tools, and reporting resources that support manufacturing planning, labor needs, overhead spending, capital investments, and operating performance.</p><p>• Work closely with plant leadership and partner teams to create reporting that highlights results across facilities, products, projects, and overall manufacturing activity.</p><p>• Maintain and enhance recurring dashboards and scorecards that track important measures such as efficiency, output, utilization, quality, safety, productivity, and cost trends.</p><p>• Evaluate labor hours, payroll spending, staffing patterns, and productivity data to identify key drivers and support workforce planning decisions.</p><p>• Contribute to annual budgeting and ongoing forecast cycles by analyzing volume assumptions, operating costs, labor requirements, overhead, and capital plans.</p><p>• Assist with monthly close activities by preparing analyses, investigating variances, and improving processes that strengthen the accuracy and timeliness of financial reporting.</p><p>• Produce regular financial and operational summaries for leadership, including clear explanations of risks, opportunities, and notable performance changes.</p><p>• Review manufacturing overhead and departmental expenses to support cost control efforts and improve forecast reliability across the organization.</p><p>• Support capital planning through business case analysis, return evaluations, project tracking, and follow-up reviews of investment outcomes.</p><p>• Partner with operations, engineering, project management, and accounting teams to translate business activity into actionable financial insight and recommendations.</p>
We are looking for a Budget Analyst to support a non-profit organization in New York, New York. This contract opportunity with potential for a permanent role is ideal for someone who can strengthen financial oversight by developing, tracking, and refining agency and program budgets. The person in this role will help turn financial data into clear reporting for leadership while promoting accuracy, accountability, and informed decision-making across the organization.<br><br>Responsibilities:<br>• Develop and maintain program and organizational budgets, ensuring figures align with funding priorities and operational goals.<br>• Review budget activity regularly to identify variances, highlight trends, and recommend adjustments when needed.<br>• Prepare financial analyses, summaries, and supporting materials for leadership reports, meetings, and presentations.<br>• Partner with program and finance teams to collect budget inputs, validate assumptions, and support the annual budgeting cycle.<br>• Monitor approved spending plans and help ensure expenses remain consistent with established budget guidelines.<br>• Build and update spreadsheet models using Excel formulas to improve forecasting, tracking, and reporting accuracy.<br>• Produce budget-related documentation and maintain organized financial records that support transparency and compliance.<br>• Contribute to ongoing improvements in budgeting workflows and reporting practices to enhance efficiency and visibility.
<p>We are looking for an entry-level Financial Analyst 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>Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership.</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul><p><br></p>
We are looking for a Business Analyst to join a retail food organization in Salisbury, North Carolina on a Long-term Contract assignment. This role will support finance and payroll operations by helping improve data accuracy, reporting reliability, and system readiness during a major accounting platform initiative. The position works closely with accounting leaders, payroll partners, and external consultants while also contributing to ongoing month-end activities and operational continuity.<br><br>Responsibilities:<br>• Partner with accounting, payroll, and project stakeholders to support the rollout of Sage Intacct within a retail food business environment.<br>• Gather, organize, and validate financial and payroll data from legacy platforms to prepare it for accurate conversion into the new system.<br>• Compare balances, transaction histories, and imported records across systems to identify mismatches and drive timely resolution.<br>• Review payroll activity and related general ledger entries to confirm integration accuracy and financial completeness.<br>• Create advanced Excel workbooks, including pivot tables and lookup functions, to streamline reconciliations, validations, and exception tracking.<br>• Contribute to system testing, user acceptance activities, and launch preparation by documenting findings and confirming expected results.<br>• Assist with account reconciliations and month-end close tasks to help maintain daily accounting operations during the implementation period.<br>• Work with implementation consultants and internal teams to address conversion issues, clarify requirements, and support process improvements.<br>• Help define practical reporting methods and financial workflows that align with the capabilities of Sage Intacct after deployment.
<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><strong>Job Description:</strong></p><ul><li>Analyze GAAP based financial statements, including income statements, balance sheets, cash flow statements, and footnotes.</li><li>Evaluate financial health through trend and variance analysis, business risk assessments and reconciliation of supporting schedules to validate client statements. </li><li>Understand and interpret financial statement activity to ask meaningful questions and understand and document client responses.</li><li>Identify and understand accounting anomalies, consolidation issues, contingent liabilities, and off balance sheet risks.</li><li>Understand the risks associated with LIHTC investments, including guarantor requirements and risks, tax credit implications and capital stack arrangements.</li><li>Prepare comprehensive narrative documenting financial analysis, potential concerns, and conclusions about the financial health of sponsors and guarantors for inclusion in investment proposals and internal communications</li><li>Maintain a courteous, confident, and solution oriented tone that fosters trust and long term relationships.</li><li>Collaborate actively with managers, peers, and internal teams to manage expectations, address timing concerns, and resolve issues related to document collection and analysis outcomes in a timely manner.</li><li>Foster an open environment of continuous process improvement and proactive internal and external relationship management.</li><li>Communicate clearly across departments to ensure alignment with underwriting standards and investment policies.</li><li> Support the team by conducting various financial analyses and participating in special projects as needed</li></ul><p><br></p>
<p>We are looking for a Project Finance Analyst to support major long-term construction initiatives for our client based in Frederick, MD. This role partners closely with project leadership to guide budgeting, forecasting, cost monitoring, and financial reporting across complex, high-value projects. The ideal candidate brings strong analytical judgment, a solid accounting foundation, and the ability to manage competing priorities in a fast-paced project environment.</p><p><br></p><p>Responsibilities:</p><p>• Partner with project leaders to develop detailed budgets, staffing projections, and financial plans for large-scale, multi-year construction work.</p><p>• Track indirect spending against approved budgets through regular budget-versus-actual reviews, investigate variances, and recommend corrective actions.</p><p>• Prepare and maintain project cash flow projections, review forecast accuracy each month, and support adjustments that help preserve positive cash performance.</p><p>• Produce accurate monthly cost-plus invoices for complex, high-value projects and ensure submissions are completed on schedule.</p><p>• Drive procurement planning by coordinating with project teams to outline purchasing needs, timing, compliance considerations, and logistical requirements.</p><p>• Evaluate purchasing activity against the approved procurement roadmap, identify gaps, and confirm that any plan changes are supported by sound business rationale.</p><p>• Support the creation and ongoing upkeep of the project work breakdown structure to maintain clear financial accountability throughout the project lifecycle.</p><p>• Assist in compiling monthly project control reports, perform cost analysis, and work with the project team to document and explain financial shifts such as gains or losses.</p><p>• Work on-site on a permanent basis at the project location and provide day-to-day financial support to project operations and management reviews.</p>
We are looking for a Sr Financial Reporting Analyst to support fund and entity reporting within an asset management platform in Charlotte, North Carolina. This position plays a central role in financial statement preparation, investor reporting, month-end close, and analysis across complex investment structures. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work closely with cross-functional teams to deliver accurate and timely reporting.<br><br>Responsibilities:<br>• Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures.<br>• Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy.<br>• Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities.<br>• Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies.<br>• Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements.<br>• Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership.<br>• Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications.<br>• Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting.<br>• Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes.
<p>We are looking for a supply chain specialist to support product planning and inventory forecasting in Seattle, Washington. This role focuses on maintaining product availability across seasonal demand patterns, digital sales channels, and wholesale operations while partnering with vendors, logistics providers, warehouse teams, and internal stakeholders. The ideal candidate will bring strong analytical skills, sound judgment in inventory management, and a proactive approach to improving purchasing and replenishment workflows.</p><p><br></p><p>Responsibilities:</p><p>• Analyze demand patterns and inventory needs to support forecast accuracy, replenishment timing, and consistent product availability across multiple sales channels.</p><p>• Review stock positions regularly, flag potential shortages or excess inventory, and take action with cross-functional partners to keep inventory balanced.</p><p>• Maintain reliable inventory, purchasing, and shipment records within company systems to support visibility and informed planning decisions.</p><p>• Work closely with international manufacturers and suppliers to manage order status, confirm production schedules, and align supply with business requirements.</p><p>• Prepare and manage purchase orders from creation through follow-up, ensuring documentation and purchasing data remain complete and accurate.</p><p>• Build effective working relationships with suppliers and external partners to promote clear communication, dependable delivery, and smooth operations.</p><p>• Partner with warehouse staff to verify inbound shipments, investigate discrepancies, and confirm received goods match planned quantities and specifications.</p><p>• Collaborate with finance and accounting teams to resolve invoice issues, receiving questions, and other purchasing-related exceptions.</p><p>• Coordinate international freight activity with logistics partners, carriers, and forwarders to support consolidated shipments and timely inbound delivery.</p><p>• Track transportation milestones, communicate delays or schedule changes to internal teams, and help resolve shipping and delivery issues as they arise.</p><p><br></p><p>The salary range for this position is $65,000 to $75,000 + discretionary bonus.</p><p><br></p><p>Benefits:</p><ul><li>2 weeks paid vacation</li><li>1 week paid sick time</li><li>6 Paid holidays</li><li>Medical, dental, and vision insurance (company pays 75% for employee)</li><li>401(k) (no match)</li></ul>
We are looking for an Indirect Tax Analyst to join a finance team in Ohio on a long-term contract assignment. This role is suited for an accounting specialist who can manage indirect tax compliance, support reporting accuracy, and work closely with internal teams and external partners. The position offers the opportunity to contribute to tax filings, reconciliations, audit support, and ongoing analysis in a collaborative, primarily in-office environment.<br><br>Responsibilities:<br>• Maintain an organized compliance calendar to track filing deadlines, payment schedules, and reporting obligations for indirect taxes.<br>• Review state and local tax rates regularly and update records to help ensure accurate sales and use tax application.<br>• Partner with accounting, operations, and other internal teams to verify that tax-related data is complete, timely, and reliable.<br>• Reconcile tax accounts, calculate monthly accruals, and prepare journal entries for posting to the general ledger.<br>• Prepare and coordinate filings and payments for sales and use tax, property tax, real estate tax, and other applicable state and local obligations.<br>• Assist with audit activities by gathering documentation, responding to information requests, and supporting issue resolution.<br>• Research indirect tax questions and provide clear summaries of findings and business impact for leadership review.<br>• Work with outside advisors and third-party service providers to support compliance activities and tax-related projects.<br>• Track developments in tax legislation and regulatory guidance, then communicate potential effects on the business and reporting processes.<br>• Contribute to reporting, trend analysis, and performance metrics related to indirect tax liabilities, spending patterns, and related initiatives.
<p>We are looking for a sharp, detail-driven Investment Operations Analyst to support an investment loan portfolio in Minneapolis, Minnesota. In this role, you will help maintain accurate reporting, evaluate loan and portfolio performance, and strengthen day-to-day operational controls across investment activity. This position is well suited for someone who enjoys working with financial data, improving processes, and partnering with internal teams and external service providers to keep operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.</p><p>• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.</p><p>• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.</p><p>• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.</p><p>• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.</p><p>• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.</p><p>• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.</p><p>• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.</p><p>• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.</p>
<p>We are seeking an experienced <strong>Lead Investment Analyst</strong> to support portfolio strategy, research, and asset allocation across a multi-asset platform. This generalist role requires expertise in <strong>fixed income, equities, and banking</strong>, with <strong>alternative investment experience, including private equity, preferred</strong>. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support development of investment strategy for portfolios in partnership with finance, accounting, and investment leadership.</li><li>Research investment opportunities and help manage portfolios in compliance with regulations and company policy.</li><li>Participate in <strong>Multi-Asset Strategy and Allocation</strong> and <strong>Alternative Asset Review and Selection</strong> meetings.</li><li>Support tax-aware investment decision-making and after-tax portfolio optimization.</li><li>Assist with alternative investment research, sourcing, allocation, and monitoring.</li><li>Prepare documentation for investment purchases and sales for board reporting.</li><li>Contribute to economic forecasting, interest rate analysis, portfolio performance monitoring, and budget forecasting.</li><li>Participate in <strong>Enterprise Risk Management (ERM)</strong> activities.</li><li>Partner with other teams/managers to ensure business continuity.</li></ul>