<p>Are you looking for a role where your ideas matter, your work drives decision-making, and you're part of a high-performing, close-knit team?</p><p>A progressive and financially strong organization is seeking a <strong>Financial Analyst</strong> to join its Finance team. This is a unique opportunity to move beyond traditional reporting and play a key role in <strong>balance sheet strategy, budgeting, forecasting, liquidity management, and financial analysis</strong> that directly impacts business growth.</p><p><strong>What You'll Do</strong></p><ul><li>Analyze profitability, interest rate risk, liquidity, and balance sheet performance</li><li>Support budgeting, forecasting, and strategic financial planning initiatives</li><li>Evaluate new products, lending programs, and investment opportunities</li><li>Participate in financial modeling, reporting enhancements, and technology-driven process improvements</li><li>Contribute to high-impact projects involving data analytics, automation, and business intelligence</li></ul><p><strong>What They're Looking For</strong></p><ul><li>Background in Finance, Accounting, Financial Analysis, or Audit</li><li>Experience with budgeting, forecasting, financial modeling, ALM, investments, or financial institution reporting is preferred</li><li>Strong analytical mindset with the ability to work independently and proactively</li><li>Someone who naturally seeks out opportunities, asks great questions, and wants to make an impact</li></ul><p><strong>Why You'll Love It Here</strong></p><p>✅ Collaborative, approachable leadership that invests in employee development</p><p> ✅ High-visibility role with direct exposure to executive leadership</p><p> ✅ Strong culture focused on teamwork, engagement, and employee connection</p><p> ✅ Variety and challenge. No two days look the same</p><p> ✅ Healthy work-life balance with flexibility during non-peak periods</p><p> ✅ Opportunity to help shape the future of a growing and innovative organization</p><p><br></p><p>If you're looking for more than a typical analyst role and want to help drive strategic decisions in a forward-thinking organization, we'd love to connect.</p>
<p>A growing financial services organization is seeking a <strong>Senior Financial Analyst, FP& A</strong> to join its finance team. This position will play a key role in supporting strategic planning, financial forecasting, budgeting, and executive reporting initiatives across the organization.</p><p>The Senior Financial Analyst will partner closely with leadership to provide actionable financial insights, develop robust financial models, evaluate business performance, and support key decision-making processes. This is an excellent opportunity for a finance professional looking to expand their influence beyond traditional reporting and become a trusted business partner.</p><p>Key Responsibilities</p><ul><li>Lead and support annual budgeting, forecasting, and long-range financial planning processes.</li><li>Prepare monthly, quarterly, and annual financial reporting packages for executive leadership.</li><li>Analyze financial performance, key business metrics, and operational results, identifying trends, risks, and opportunities.</li><li>Develop and maintain financial models, scenario analyses, and forecasting tools to support strategic initiatives and business growth.</li><li>Partner with department leaders to evaluate performance, support decision-making, and improve financial outcomes.</li><li>Perform variance analysis and communicate key drivers impacting financial results.</li><li>Assist with profitability analysis, revenue forecasting, expense management, and business case development.</li><li>Support strategic initiatives, acquisitions, and special projects through detailed financial analysis.</li><li>Identify opportunities to improve reporting processes, financial controls, and operational efficiencies.</li><li>Present findings and recommendations to finance leadership and business stakeholders.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Francisco, CA | Monday–Thursday Onsite</strong></p><p><strong>$115,000–$130,000 Base + 15–20% Bonus</strong></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform.</p><p> </p><p>This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul><p> </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>Senior Financial Analyst | Investment Firm | San Francisco </strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our East Bay nonprofit client is seeking an experienced Sr. Financial Services Analyst to join a finance organization in Oakland, California on a Long-term Contract basis. This role will focus on forecasting, performance analysis, development deal support, and executive-level reporting while partnering closely with finance leadership and cross-functional teams. The ideal candidate brings strong analytical judgment, advanced financial modeling capability, and the ability to translate complex results into clear business insights. This engagement is onsite with 9/80 scheduling and is expected to pay $55-65 DOE. </p><p><br></p><p>Responsibilities:</p><p>• Build and refine financial trend analyses that surface performance patterns, business risks, and emerging opportunities across multiple operating areas</p><p>• Produce rolling forecasts and longer-range planning models by working closely with department leaders to validate assumptions and align projections</p><p>• Prepare thorough variance commentary that explains shifts against budget, prior periods, and forecast expectations, including the business drivers behind material changes</p><p>• Track critical financial and operating indicators and escalate notable developments to finance leadership with timely recommendations</p><p>• Evaluate development opportunities and capital investments through financial modeling, return analysis, and due diligence support to guide decision-making</p><p>• Review transaction performance after closing by comparing actual results with original underwriting expectations and identifying key gaps</p><p>• Support quarterly earnings preparation, board-level materials, and ad hoc analyses for senior leadership, ensuring information is accurate, concise, and decision-ready</p><p>• Contribute to finance process improvements by assisting with system enhancements, strengthening data management practices, and identifying opportunities to automate reporting workflows</p>
We are looking for a Sr. Financial Analyst to join a Financial Services team in Buffalo, New York, supporting transaction-focused financial analysis and reporting. In this role, you will evaluate company performance, translate financial findings into clear business insights, and contribute to materials used by decision-makers during active deals. This position offers the opportunity to work closely with senior professionals while helping clients navigate both buy-side and sell-side engagements.<br><br>Responsibilities:<br>• Examine financial records and operating results to evaluate earnings trends and determine sustainable profitability.<br>• Develop quality of earnings analyses, including normalized revenue, adjusted EBITDA calculations, and assessments of working capital activity.<br>• Investigate unusual accounting activity and explain one-time items that may affect the interpretation of financial performance.<br>• Prepare concise presentation materials and written summaries tailored for executives and transaction stakeholders.<br>• Partner with senior team members to deliver accurate analysis, practical recommendations, and dependable support within tight deadlines.<br>• Contribute analytical support for clients involved in acquisitions, divestitures, and other strategic transaction processes.
<p>We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain.</p><p><br></p><p>Responsibilities:</p><p>• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.</p><p>• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.</p><p>• Collaborate with external auditors to facilitate audits and reviews effectively.</p><p>• Participate in the preparation of presentations and proxy statements for stakeholders.</p><p>• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.</p><p>• Maintain compliance with SEC reporting requirements and ensure accurate documentation.</p><p>• Engage in actuarial and related discussions to support financial decision-making.</p><p>• Perform additional tasks as assigned to support the financial reporting team.A</p>
<p>We are looking for a Sr. Financial Analyst to join our client's team in Vancouver, Washington on a Contract basis. This position focuses on delivering financial insight through forecasting, budgeting, profitability analysis, and reporting that supports informed business decisions. The role will work closely with leadership and cross-functional partners to evaluate performance, strengthen data quality, and enhance financial planning tools.</p><p><br></p><p>Responsibilities:</p><p>• Guide and support asset and liability management activities while maintaining related financial models and analytical processes.</p><p>• Oversee profitability reporting, funds transfer pricing, and budget administration to improve financial visibility across the organization.</p><p>• Prepare forward-looking forecasts, trend evaluations, and recurring performance reports for business and finance leaders.</p><p>• Communicate financial findings and strategic recommendations to senior leadership in a clear and actionable manner.</p><p>• Provide analytical support for mortgage lock desk activity, derivative accounting, and investment-related reporting.</p><p>• Perform variance reviews, financial research, and ad hoc analyses to address business questions and special initiatives.</p><p>• Collaborate with Business Intelligence partners to improve reporting accuracy, strengthen data integrity, and refine profitability metrics.</p><p>• Maintain and enhance Axiom Planning and Profitability applications to support efficient planning and analysis workflows.</p>
<p>We are looking for a Financial Analyst to support planning, forecasting, and performance analysis for a financial services organization in Honolulu, Hawaii. This role partners closely with business leaders to translate financial results into meaningful insights, strengthen profitability, and support informed decision-making. The ideal candidate brings strong analytical judgment, a disciplined approach to reporting accuracy, and the ability to communicate financial information clearly to a range of stakeholders. Due to onsite requirements, preference will be given to Hawaii residents. Interested applicants are encouraged to apply by calling Melissa at 808.452.0254.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate annual financial planning activities and help build budgets that align with organizational priorities and operating goals.</p><p>• Manage recurring forecast cycles, including monthly and quarterly updates, to provide timely outlooks that support business performance reviews and earnings planning.</p><p>• Review preliminary period-end results, evaluate performance against plan, and highlight key drivers affecting financial outcomes across assigned business areas.</p><p>• Partner with leadership and operational teams to establish financial targets, define performance measures, and reinforce accountability to approved budgets.</p><p>• Investigate variances between actual results and expectations, identify root causes, and recommend practical actions to improve financial performance.</p><p>• Act as the FP& A contact for designated lines of business, offering analysis and guidance to support profitability and strategic decisions.</p><p>• Build financial models and pro forma analyses for initiatives such as lease evaluations, capital decisions, and new business opportunities.</p><p>• Produce and refine management reports and presentations so stakeholders receive accurate, relevant, and timely financial insights.</p><p>• Maintain strong data governance standards by validating reporting inputs, supporting consistency across departments, and administering the Syntellis Axiom enterprise performance management platform, including data loads, table updates, and security oversight.</p><p>• Contribute to cross-functional projects and continuous improvement efforts by streamlining financial processes, promoting best practices, and supporting strategic initiatives across the organization.</p>
<p><strong>Financial Analyst- Newington</strong></p><p><strong>Contact:</strong> Brittany Rizzo / [email protected]</p><p><strong>Reference ID:</strong> BR0013500646</p><p><br></p><p>Our client is a growing healthcare organization committed to delivering high-quality services while improving outcomes for the patients and communities we serve. They are looking for a talented Financial Analyst to join their finance team and help turn financial data into meaningful business insights.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Financial Analyst will support financial planning, reporting, forecasting, and analysis across the organization. This role will work closely with Finance and Accounting leadership as well as operational teams to analyze financial performance, identify trends and opportunities, and provide actionable insights to support business decisions. The ideal candidate is analytical, detail-oriented, and comfortable working with large amounts of financial data. Experience within healthcare, healthcare services, or another complex, regulated industry is highly preferred.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze monthly financial reports, management reporting, and financial dashboards.</li><li>Assist with the annual budgeting and forecasting processes.</li><li>Analyze actual results compared to budget, forecast, and prior-year performance and investigate significant variances.</li><li>Develop financial models and analysis to support strategic and operational decision-making.</li><li>Monitor key financial and operational metrics and identify trends, risks, and opportunities.</li><li>Partner with department leaders to understand financial performance and provide meaningful analysis.</li><li>Assist with revenue, expense, profitability, and productivity analysis.</li><li>Support financial planning related to new programs, services, investments, and business initiatives.</li><li>Prepare presentations and reporting materials for senior management.</li><li>Maintain and improve financial reporting tools, models, and processes.</li><li>Assist with ad hoc financial analysis and special projects as needed.</li><li>Ensure data integrity and accuracy across financial reports and analyses.</li></ul>
We are looking for an experienced Sr. Financial Analyst to support strategic and operational decision-making through insightful financial evaluation and reporting. This role will play a key part in interpreting performance trends, building forecasting tools, and delivering actionable recommendations to business leaders in Baytown, Texas. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear financial insights.<br><br>Responsibilities:<br>• Develop detailed financial models to support budgeting, forecasting, long-range planning, and business scenario evaluations.<br>• Examine operating results and key financial metrics to identify trends, explain performance fluctuations, and highlight risks or opportunities.<br>• Prepare variance reviews that compare actual results against budgets, forecasts, and prior periods, then communicate findings to stakeholders.<br>• Conduct specialized financial studies and ad hoc analyses to assist leadership with planning, investment, and operational decisions.<br>• Gather, organize, and interpret large data sets using analytical techniques that improve reporting accuracy and business insight.<br>• Partner with cross-functional teams to provide financial guidance, strengthen planning processes, and support performance management efforts.<br>• Create concise reports and presentations that translate quantitative findings into meaningful recommendations for leadership.<br>• Monitor financial performance drivers and contribute to continuous improvement in analytical methods, reporting tools, and forecasting approaches.
<p>We are looking for an experienced Sr. Financial Analyst to support a large-scale finance transformation initiative. In this role, you will provide strategic financial expertise, guide cross-functional alignment, and help shape consistent Record to Report processes across multiple regions. This position is ideal for someone who combines strong analytical capability with project leadership, change management experience, and the ability to influence decisions in a complex global environment.</p><p><br></p><p>For Immediate Interview Contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Lead finance workstreams tied to a global enterprise implementation, helping define priorities, coordinate execution, and support timely delivery across regions.</p><p>• Partner with business, finance, and operational teams to assess impacted processes, document current and future-state workflows, and promote standardized ways of working.</p><p>• Guide regional subject matter experts by aligning activities, clarifying local requirements, and ensuring key deliverables are completed effectively.</p><p>• Support program governance by preparing updates, contributing to status meetings, and participating in change control and decision-making forums.</p><p>• Perform in-depth financial and operational analysis to identify harmonization opportunities and recommend practical process improvements.</p><p>• Work closely with Finance, IT, and external implementation partners to maintain alignment on objectives, milestones, dependencies, and expected outcomes.</p><p>• Monitor program risks and issue areas, develop mitigation plans, and escalate critical concerns when resolution is needed.</p><p>• Drive continuous improvement efforts by applying leading practices, reviewing performance indicators, and strengthening end-to-end finance processes.</p><p>• Present complex findings and recommendations in a clear, accessible manner to senior leaders and business stakeholders.</p>
<p>We're seeking an experienced <strong>Investment Analyst</strong> to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the primary contact for a portfolio of investment fund clients.</li><li>Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.</li><li>Coordinate cash movement and maintain accurate investor and fund records.</li><li>Review and resolve KYC/AML documentation requirements.</li><li>Prepare and review investor reporting, regulatory reporting, and audit requests.</li><li>Ensure all work meets quality control standards and remains audit-ready.</li><li>Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.</li></ul><p><br></p>
<p>We are looking for a detail-oriented finance leader to serve as a strategic partner for a portfolio of healthcare facilities. This individual contributor role supports operational and executive leaders with financial insights, planning, and performance reporting that guide business decisions. The position is fully remote with periodic travel and offers strong visibility across the organization, along with meaningful opportunities for long-term career growth. The ideal candidate will live in central or eastern time zones. </p><p><br></p><p>Responsibilities:</p><p>• Provide financial oversight and analytical support for a group of assigned surgical facilities, helping leaders understand performance and identify opportunities for improvement.</p><p>• Work closely with accounting during monthly close activities to review results, validate key figures, and ensure accurate financial reporting.</p><p>• Prepare and present recurring financial updates to facility executives and regional operations leadership, translating data into clear business recommendations.</p><p>• Lead forecasting activities throughout the year and maintain forward-looking projections that support operational planning.</p><p>• Direct the annual budgeting process for assigned locations, partnering with stakeholders to develop realistic financial targets and growth assumptions.</p><p>• Collaborate with operations leaders and facility executives to evaluate profitability, strengthen margins, and support expansion initiatives.</p><p>• Serve as a day-to-day finance advisor for business leaders, offering hands-on guidance on performance trends, payout analysis, and financial decisions.</p><p>• Build effective working relationships with senior stakeholders, including executives and ownership partners, through both virtual and in-person meetings.</p><p>• Use tools such as Excel, PowerPoint, and PeopleSoft to create analyses, reporting packages, and presentations for leadership review.</p>
<p>We are looking for a <strong>Financial Analyst</strong> to join an onsite team in Wilmington, Delaware in a contract position with the potential to become permanent. This role supports rebate operations by ensuring incentive and pricing-related transactions are completed accurately, while also providing analysis that helps guide commercial decisions and protect profitability. The ideal candidate brings strong financial analysis skills, attention to detail, and the ability to work across sales, marketing, and shared services teams in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage the end-to-end processing of customer rebate transactions, ensuring each submission is reviewed and completed in line with company policies and deadlines.</p><p>• Monitor recurring contractor rebate activity, including monthly tracking of purchase volumes and related payout amounts.</p><p>• Prepare monthly rebate and buy-program analysis reports and share findings with relevant business and management stakeholders.</p><p>• Collaborate with the broader rebate team to calculate incentive amounts and support timely customer payment processing.</p><p>• Assist with quarterly and year-end rebate accrual activities to help maintain accurate financial reporting.</p><p>• Support payment administration for contractor loyalty initiatives and other incentive-based programs.</p><p>• Review invoices and accounting records for completeness, accuracy, and proper documentation before processing.</p><p>• Maintain and update rebate, sales, and program data within internal databases to support reporting and operational accuracy.</p><p>• Partner with sales and marketing teams to help develop pricing recommendations and rebate program proposals.</p><p>• Provide ad hoc financial information and reporting support to shared services and other internal business partners as needed.</p>
<p>Robert Half Finance & Accounting and Kevin Sweet have partnering with a large organization that is making a significant investment in its finance group that is evolving its strategy, structure and operations. As part of this evolution, the company is building a brand-new Corporate Financial Planning & Analysis and Strategy Group and is seeking a Senior Financial Analyst to join this newly created team. <strong>Build. Influence. Transform.</strong></p><p><br></p><p>This is much more than a traditional senior financial analyst role. You’ll be joining at a pivotal point in the organization’s evolution, with the opportunity to help build processes, develop reporting, strengthen forecasting, analyze business performance, and provide financial insights that influence important business decisions.</p><p><br></p><p>My client offers a hybrid work schedule, has beautiful new offices, offers a competitive annual salary, annual bonus and benefits.</p><p><br></p><p>For confidential consideration and further details about this unique and ground floor opportunity, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Responsibilities:</strong></p><p><br></p><ul><li>Support the annual budgeting, forecasting, and long-range planning processes across the organization.</li><li>Develop and maintain financial models, forecasts, reporting, and analysis to support business and strategic decision-making.</li><li>Analyze financial and operational results to identify trends, variances, key drivers, risks, and opportunities.</li><li>Partner with Operations, Accounting, and business leaders to understand business performance and translate financial results into actionable insights.</li><li>Prepare and deliver financial analysis, management reporting, and presentations for Finance and business leadership.</li><li>Develop and enhance financial reports, dashboards, KPIs, and performance metrics that improve visibility into business performance.</li><li>Assist with monthly and quarterly financial reporting, including variance analysis and explanations of key business drivers.</li><li>Help identify opportunities to improve profitability, efficiency, cost management, and overall business performance.</li><li>Support the development and improvement of FP& A processes, systems, reporting, and analytical tools as the new corporate function evolves.</li><li>Assist with business cases, strategic initiatives, capital planning, and other enterprise-wide financial analyses.</li><li>Collaborate with FP& A leadership and cross-functional business partners on special projects and high-impact financial analyses.</li><li>Help create a scalable and data-driven FP& A infrastructure that supports the company’s continued growth and transformation.</li><li>Take ownership of complex analytical projects and present findings and recommendations to Finance and business leadership.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>If you’ve been looking for an FP& A opportunity where your work goes beyond producing reports and forecasts—where you can influence strategy, work directly with executive leadership, solve complex business problems, and help build something new—this could be the opportunity you’ve been waiting for.</p>
<p>South Jersey client is looking to hire a Financial Analyst with proven experience utilizing business intelligence and data visualization tools. This role will consist of financial planning, performing ratio analysis, forecasting to support budgeting and planning processes, developing analytical methods, monitoring actual performance against budgeted figures and provide variance analysis, staying up to date on industry trends, economic conditions, and market developments that may impact the organization’s financial performance. The ideal Financial Analyst for this role must have strong analytical skills and proficiency in financial modeling and data analysis tools.</p><p><br></p><p>Major Responsibilities</p><p>· Provide financial analysis, forecasting and reporting </p><p>· Develop strategic initiatives</p><p>· Budgeting & Forecasting</p><p>· Maintain knowledge of regulations and policies</p><p>· Establish possible operational cost savings</p><p>· Prepare financial reports with key metrics</p><p>· Coordinate the annual budgeting process</p><p>· Establish financial trends and make recommendations</p><p>· Partner with supply chain/procurement teams as needed</p><p>· Ensure compliance with relevant financial regulations</p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven MS Business Central 365 expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>We are looking for a Financial Analyst to join our client's team in West Palm Beach, Florida. In this role, you will assess investment opportunities through rigorous financial analysis, market research, and model development. You will also translate findings into concise recommendations for stakeholders while monitoring external factors that may influence portfolio decisions.</p><p><br></p><p>Responsibilities:</p><ul><li>Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential investment opportunities, including analyzing financial statements, assessing market trends, and evaluating risk factors.</li><li>Financial Modeling: Develop complex financial models to forecast investment returns, cash flow projections, and valuations. Use these models to perform sensitivity analyses and scenario planning.</li><li>Research and Market Analysis: Stay updated on industry trends, economic factors, and market conditions affecting investment opportunities. Conduct research to identify potential investment targets and evaluate their suitability based on investment criteria.</li><li>Risk Assessment: Assess investment risks and develop risk mitigation strategies. Conduct risk-reward analysis to support investment decision-making.</li><li>Investment Recommendations: Prepare detailed investment reports and presentations, highlighting key findings, financial metrics, and investment recommendations for senior management and investment committees.</li><li>Portfolio Management: Monitor the performance of existing investment portfolios and make recommendations for adjustments or divestments based on performance analysis and market conditions.</li><li>Financial Reporting: Prepare regular financial reports and analysis, including investment performance reports, cash flow statements, and other financial metrics. Ensure compliance with regulatory requirements and accounting standards.</li><li>Collaboration: Work closely with cross-functional teams, including investment managers, finance teams, and senior executives, to gather data, align investment strategies, and support the overall investment decision-making process.</li><li>Industry Expertise: Stay informed about industry best practices, emerging investment trends, and regulatory changes affecting the investment landscape. Provide insights and recommendations based on this knowledge.</li><li>Continuous Improvement: Identify opportunities to enhance investment analysis processes, streamline workflows, and implement best practices to improve efficiency and accuracy.</li></ul>
<p>We are seeking a highly motivated<strong> Finance Business Partner</strong> to support financial planning, forecasting, reporting, and operational analysis in a fast-paced, project-based environment. This is <strong>not just a reporting role</strong>—this person will partner with operations on a daily basis, working closely with leaders across the business to provide financial insight, support decision-making, and help drive performance. This position is <strong>on-site</strong> in <strong>Greensboro, NC</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with operations and business leaders to provide financial analysis and actionable insights</li><li>Support monthly revenue recognition and margin analysis across customers, projects, and cost areas</li><li>Prepare weekly and monthly reporting on key financial and operational metrics, including revenue, P& L, cash flow, AR, WIP, headcount, and utilization</li><li>Analyze actual results against budget, forecast, and prior year</li><li>Support annual budgeting and monthly forecasting/reforecasting processes</li><li>Build and maintain financial models, dashboards, and management reports</li><li>Ensure data accuracy across ERP and reporting systems</li><li>Prepare ad hoc analysis for leadership and strategic initiatives</li></ul>
<p>We are looking for a detail-oriented Financial Reporting Analyst to join a team in Tempe, Arizona. This Long-term Contract position focuses on financial reporting, data analysis, and the development of meaningful risk and performance metrics that support business and regulatory needs. The role offers the opportunity to work with cross-functional partners across finance, risk, compliance, audit, and technology while helping improve reporting accuracy, controls, and process efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Prepare recurring financial and market risk reports, ensuring results are accurate, timely, and aligned with internal and external reporting requirements.</p><p>• Analyze large and complex datasets to identify trends, explain results, and deliver actionable insights to business stakeholders.</p><p>• Enhance reporting workflows by identifying manual steps, introducing automation opportunities, and improving overall efficiency.</p><p>•• Design and build new reports, dashboards, and performance metrics to meet evolving business, compliance, and regulatory expectations.</p><p>• Support business change initiatives by contributing analytical input, validating reporting outcomes, and helping resolve issues during implementation activities.</p><p><br></p>
<p>We are looking for an Accounting Analyst to join our client's team in the Twin Cities, Minnesota, supporting accounting functions with a strong focus on cash activity, payment accuracy, and financial control. This role is well suited for someone who is comfortable working with banking transactions, reconciliations, and cross-functional communication while maintaining a high level of precision. The position also offers opportunities to strengthen team workflows and contribute to process improvements through special assignments.</p><p><br></p><p>Responsibilities:</p><p>• Review bank account activity each day to identify transactions, verify movement of funds, and support accurate financial records.</p><p>• Record incoming cash and match receipts to the correct outstanding invoices to keep account balances current and accurate.</p><p>• Track unapplied cash balances and collaborate with accounting and claims partners to resolve items and allocate funds promptly.</p><p>• Prepare and process outgoing payments by validating transaction details, releasing items within the system, and submitting files for bank approval.</p><p>• Help maintain client payment instructions across internal platforms and online banking tools to support secure and accurate disbursements.</p><p>• Complete bank reconciliations and investigate discrepancies to ensure account balances are fully supported.</p><p>• Perform daily reconciliations between financial systems and transaction activity to confirm completeness and accuracy.</p><p>• Contribute to additional assignments and process-focused projects that improve team efficiency and operational consistency.</p>
<p>We are looking for a Senior Financial Analyst to support financial planning, performance analysis, and strategic decision-making for an organization in Birmingham, Alabama. This role will partner with business leaders to translate data into actionable insights, strengthen forecasting accuracy, and deliver reporting that helps guide operational and financial performance. The ideal candidate brings strong analytical capability, advanced modeling skills, and the ability to communicate complex financial results clearly to leadership.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain companywide and departmental budgets, forecasts, and financial models that support short- and long-term planning.</p><p>• Develop detailed sales plans across stores and channels, incorporating business drivers, seasonal patterns, and performance expectations.</p><p>• Partner with cross-functional stakeholders to define key performance indicators and align planning assumptions with operational objectives.</p><p>• Prepare accurate financial analyses, variance reporting, and trend evaluations to highlight risks, opportunities, and areas requiring management attention.</p><p>• Lead recurring reviews with department leaders to compare results against plan and improve forecast reliability over time.</p><p>• Create standardized month-end and period-end reporting packages, including executive-ready summaries of key financial and operating metrics.</p><p>• Produce presentations and analytical materials for senior leadership, the board, and external stakeholders to support business performance discussions.</p><p>• Use large data sets and predictive analysis techniques to improve budgeting, forecasting, and overall business efficiency.</p><p>• Recommend and implement enhancements to reporting tools, Excel-based models, and ad hoc analytics processes while supporting strong internal financial controls.</p>
<p>We are looking for a Sr. Financial Analyst to provide strategic and analytical support across a portfolio facilities around the country. This individual contributor role works closely with operational and executive stakeholders, translating financial performance into clear recommendations that support growth, profitability, and informed decision-making. The position is fully remote and offers meaningful visibility across regional leadership, along with opportunities for long-term career advancement. The ideal candidate will live in eastern or central time zones. </p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary finance partner for a group of assigned facilities, delivering insight into performance, trends, and business drivers across the Southeast region.</p><p>• Collaborate closely with the accounting team during the monthly close process to review results, validate financial accuracy, and prepare management reporting.</p><p>• Communicate monthly financial outcomes to facility executives and regional operations leaders through clear presentations and business-focused analysis.</p><p>• Guide semiannual forecasting activities and maintain forward-looking financial projections for the supported facilities.</p><p>• Lead the annual budgeting process for assigned locations, working with leadership to align financial plans with operational goals.</p><p>• Work directly with operations leaders, facility CEOs, and ownership stakeholders to develop growth strategies and evaluate financial opportunities.</p><p>• Identify areas to improve margin performance and support initiatives designed to strengthen profitability at the facility level.</p><p>• Prepare and deliver financial materials for both virtual and in-person meetings, including discussions related to operating results and incentive payouts.</p><p>• Travel periodically to attend leadership meetings and strengthen relationships with key partners across the region.</p>