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1106 results for Financial Analyst in Secondary
- Portland, OR
- onsite
- Permanent / Full Time
- 90000.00 - 110000.00 USD / Yearly
- <p>Dawoud Kazimee with Robert Half is searching for an experienced GL Supervisor to lead core general ledger activities and support accurate, timely financial reporting in Portland, Oregon. This role oversees key close processes, provides guidance on journal entry review, and serves as a subject matter resource for fixed assets. The ideal candidate brings strong accounting judgment, careful attention to detail, and a solid background working in a similarly scaled organization.</p><p><br></p><p>Responsibilities:</p><p>• Direct monthly, quarterly, and annual general ledger close activities to ensure deadlines are met and results are accurate.</p><p>• Evaluate and approve journal entries prepared by accounting team members, providing feedback to maintain strong accounting quality.</p><p>• Act as the lead accounting contact for fixed asset matters, including oversight of related records and accounting treatment.</p><p>• Contribute to the preparation of financial reporting packages and perform detailed reviews before distribution.</p><p>• Monitor general ledger activity for completeness and consistency, resolving issues that may affect reporting accuracy.</p><p>• Partner with internal stakeholders to support accounting operations and improve the efficiency of close and reporting processes.</p><p><br></p><p>Please reach out to Dawoud Kazimee with Robert Half to review this position. Job Order: 03600-0013532183</p>
- 2026-10-26T19:58:48Z
- San Jose, CA
- remote
- Permanent / Full Time
- 140000.00 - 190000.00 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>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T03:08:45Z
- Mill Valley, CA
- remote
- Permanent / Full Time
- 150000.00 - 225000.00 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>Tax Manager | Wealth Management Firm | Mill Valley | Hybrid</strong></p><p> </p><p>Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.</p><p> </p><p>This is a rare opportunity to <strong>launch and lead a new tax practice</strong> within an established platform. As the <strong>founding tax hire</strong>, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys <strong>advising clients, signing returns, building processes, and creating something from the ground up</strong> while serving a sophisticated UHNW client base.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on <strong>QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</strong></li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance <strong>technology, automation, and AI-enabled workflows</strong></li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T01:28:44Z
- Seattle, WA
- onsite
- Temporary / Contract
- 75.00 - 85.00 USD / Hourly
- <p>We are looking for an experienced FP& A Manager to support a nonprofit through their budgeting season. This role will lead budgeting, forecasting, and financial modeling efforts. The ideal candidate brings a strong nonprofit background, command of financial analysis, a proactive approach to problem-solving, and the ability to translate complex data into clear business insights.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and coordination of annual budgets, periodic forecasts, and long-range financial plans across business functions.</p><p>• Build and refine financial models to evaluate performance trends, business scenarios, and strategic investment decisions.</p><p>• Analyze financial results against budget and forecast expectations, identifying key drivers, risks, and opportunities.</p><p>• Partner with leadership to deliver actionable reporting and recommendations that support operational and financial goals.</p><p>• Prepare presentations and management reports that clearly communicate financial performance to stakeholders.</p><p>• Establish and improve planning processes, reporting frameworks, and analytical tools to increase accuracy and efficiency.</p><p>• Support month-end and quarter-end review activities by validating results and providing variance explanations.</p>
- 2026-11-11T22:38:46Z
- Brooklyn, NY
- onsite
- Permanent / Full Time
- 120000.00 - 150000.00 USD / Yearly
- <p><strong>Looking for More Autonomy, Flexibility, and a Real Opportunity to Grow?</strong></p><p><br></p><p>Join a growing public accounting firm where you'll take ownership of client relationships, serve as a trusted tax advisor, and play a key role in the firm's continued expansion. This is a newly created position driven by growth, offering the chance to make a meaningful impact while enjoying flexibility and work-life balance.</p><p><br></p><p><strong>What the Role Offers</strong></p><ul><li>Hybrid or fully remote work options</li><li>Established portfolio of clients to manage and advise</li><li>Direct partnership with firm leadership</li><li>Collaborative team environment</li><li>Exposure to both tax compliance and strategic tax planning</li><li>Opportunity to shape processes and contribute to the firm's future growth</li></ul><p><strong>What You'll Do</strong></p><ul><li>Manage a portfolio of approximately 100-150 business and individual clients</li><li>Prepare and review S-Corp, C-Corp, Partnership, Trust, and Individual tax returns</li><li>Lead tax planning, estimated tax calculations, and advisory engagements</li><li>Serve as the primary point of contact for client tax and compliance matters</li><li>Review financial statements and collaborate with bookkeeping professionals to ensure accuracy</li><li>Respond to federal, state, and local tax notices</li><li>Build trusted client relationships through proactive communication and guidance</li><li>Partner with leadership and colleagues to deliver exceptional client service</li></ul><p><strong>Why Join?</strong></p><p>This is an opportunity to move beyond pure compliance work and become a true advisor to your clients. You'll join a firm that values flexibility, development, and long-term employee success while providing the resources and support needed to continue advancing your career.</p><p><br></p><p><strong>If you're a CPA seeking greater flexibility, meaningful client ownership, and the opportunity to grow with the firm, we'd love to connect.</strong></p>
- 2026-11-05T19:48:40Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 120000.00 - 140000.00 USD / Yearly
- <p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The warm weather months are finally here! Want to be with a company that will ensure you get to enjoy it? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Job Description:</strong></p><p>· Manage and coordinate month-end close as well as balance sheet reconciliations</p><p>· Evaluate and make appropriate improvements to internal accounting processes</p><p>· Manage journal entries, invoices, etc. and reconcile accounts for the monthly or annual closing</p><p>· Develop financial analyses to support strategic initiatives as needed</p><p>· Monitor performance indicators, highlighting trends and analyzing causes of variance</p><p>· Manage and train two Staff Accountants</p><p>· Month and year-end processing</p>
- 2026-10-23T15:54:06Z
- San Jose, CA
- remote
- Permanent / Full Time
- 150000.00 - 180000.00 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>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T22:23:38Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 145000.00 - 150000.00 USD / Yearly
- <p><em>The salary range for this position is $145,000-$150,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new SEC Reporting Manager. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong>Job Description:</strong></p><p>- Supervise key aspects of the SEC and FERC reporting process, including drafting disclosures, processing changes, ensuring accuracy and consistency throughout the document, maintaining quarterly list of disclosure items and coordinating with the printer.</p><p>- Interact with Business Units, Controller's Group, Investor Relations, Treasury, internal and external legal counsel, and the internal and external auditors to accomplish goals and ensure efficiency and effectiveness of information exchange.</p><p>- Research and appropriately apply new accounting pronouncements; benchmark SEC filings from other companies.</p><p>- Complete key financial and disclosure controls to ensure a strong control environment.</p><p>- Assist as appropriate in the supervision of staff accountants, including the review of information prepared to ensure completion of tie-out binders, checklists, etc.</p>
- 2026-10-23T15:34:03Z
- Crossville, TN
- onsite
- Permanent / Full Time
- 185000.00 - 235000.00 USD / Yearly
- We are looking for an accomplished finance leader to oversee strategic planning, reporting, and fiscal performance for the organization in Crossville, Tennessee. This role will guide budgeting activities, strengthen financial controls, and provide leadership with clear insight into operating results and cash position. The ideal candidate brings strong judgment, hands-on expertise, and the ability to translate financial data into practical business decisions.<br><br>Responsibilities:<br>• Lead the development and coordination of the annual budgeting cycle, ensuring plans align with organizational goals and operating priorities.<br>• Direct month-end close activities, maintaining accuracy, timeliness, and consistency across financial records and reporting.<br>• Prepare and present financial reports that highlight performance trends, key variances, and actionable recommendations for leadership.<br>• Oversee cash flow planning and forecasting to support liquidity management and informed decision-making.<br>• Refine budgeting procedures and financial planning practices to improve visibility, accountability, and operational efficiency.<br>• Monitor financial results against budget and forecast, identifying risks and opportunities and recommending corrective actions.<br>• Partner with executive and operational leaders to support strategic planning through financial analysis and guidance.
- 2026-10-20T15:13:46Z
- Reno, NV
- onsite
- Permanent / Full Time
- 100000.00 - 115000.00 USD / Yearly
- <p>Ricky Pasquet with Robert Half Finance and Accounting is recruiting to fill a Senior Tax Accountant role for a local CPA firm. The person in this role will have responsibilities including:</p><p>• Facilitate and manage the preparation, review and accurate, timely filing of all federal and state tax forms for individuals, partnerships and corporations</p><p>• Provide quality tax planning and practical approaches to clients’ particular tax needs and situation.</p><p>• Manage tax work/review returns of staff</p><p>• Prepare complex income tax returns</p><p>• Find and implement opportunities for process improvement in company tax procedures</p><p>• Supervise and provide assistance to tax staff.</p><p><br></p><p>Education and Experience:</p><p>• Bachelor's degree in Accounting required</p><p>• Master's degree in Accounting Preferred</p><p>• CPA certification required</p><p>• 5 - 7+ Years of current experience in a public accounting firm</p><p>• Excellent communication, interpersonal, analytical and research skills</p><p>The ideal situation is for this person to start as a Manager and progress to partnership. This firm was acquired a handful of years ago by a progressive team that has a more work-life balanced approach to public accounting. Interested in hearing more? Please contact me!</p>
- 2026-10-26T15:23:46Z
- Oakbrook Terrace, IL
- remote
- Permanent / Full Time
- 130000.00 - 175000.00 USD / Yearly
- <p>Tax Manager -( ideal for local candidates ) Great quality of life This role is ideal for a tax specialist who combines strong technical expertise with a consultative approach to client service. The position centers on reviewing complex tax filings, resolving sophisticated tax matters, and guiding team members to deliver accurate, high-quality work. High net worth client experience ideal</p><p>For more information : Reach out to [email protected]</p><p>Responsibilities:</p><p>• Lead the review of complex business and high net worth tax returns, ensuring accuracy, completeness, and compliance with applicable tax regulations.</p><p>• Handle selective hands-on tax preparation while focusing primarily on quality review and final evaluation of deliverables.</p><p>• Investigate intricate tax questions independently and develop well-supported conclusions based on current law and guidance.</p><p>• Present tax research outcomes and recommendations clearly to clients through both written communication and direct discussion.</p><p>• Advise clients on tax-related challenges and offer practical strategies tailored to their business or personal circumstances.</p><p>• Manage communication with tax authorities and respond to notices, inquiries, and other government correspondence in a timely manner.</p><p>• Support the growth of entry-level tax professionals by providing coaching, technical direction, and constructive feedback.</p><p>• Collaborate with colleagues across engagements to maintain strong client relationships and consistent service quality.</p><p><br></p><p>Benefits:</p><p>Medical, Dental, 401K, and Vacation </p>
- 2026-10-20T16:04:25Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 185000.00 - 225000.00 USD / Yearly
- We are looking for an accomplished attorney to join our securities litigation practice in San Francisco, California, with a focus on evaluating and shaping potential matters at the earliest stages. In this role, you will examine market-moving events, public company disclosures, and trading activity to determine whether emerging issues may support claims on behalf of institutional investors. The position is ideal for a lawyer who brings strong litigation judgment, enjoys analytical case development, and is eager to use technology-driven methods to strengthen investigative work.<br><br>Responsibilities:<br>• Assess potential securities matters by examining corporate announcements, regulatory filings, analyst commentary, and other public-source materials.<br>• Evaluate share-price reactions and corrective events to identify indicators of potentially actionable misstatements or omissions.<br>• Develop early-stage analyses of loss causation, damages exposure, and potential class period parameters.<br>• Partner with litigation attorneys, data analysts, and portfolio monitoring professionals to determine which matters merit deeper investigation.<br>• Conduct focused legal and factual research, including review of comparable enforcement proceedings and related civil actions.<br>• Work alongside financial experts, investigators, and data specialists to test liability theories and strengthen case assessments.<br>• Draft internal case evaluations, analytical memoranda, damages summaries, and client-ready materials for institutional investors.<br>• Apply AI-enabled and data-driven tools to review large datasets, spot meaningful patterns, and improve the efficiency of matter development.<br>• Contribute strategic insight on sourcing and advancing new claims while helping guide and support less experienced attorneys.
- 2026-11-12T21:24:09Z
- Richmond, VA
- onsite
- Temporary to Hire
- 58.00 - 60.00 USD / Hourly
- <p><strong>Data Scientist/Senior Analyst, Search Measurement & Analytics (Contract)</strong></p><p><strong>6 Month Contract </strong>(Potential for Extension or Conversion) </p><p><strong>Location: </strong>Richmond, VA (Remote Potential, Contract only) </p><p><strong>About the Opportunity</strong></p><p>We are seeking a highly analytical professional to join a Marketing Analytics team focused on measuring and optimizing the effectiveness of a large-scale paid search program. This role sits at the intersection of <strong>marketing analytics, business analytics, strategy, and data science</strong>, helping stakeholders answer complex business questions and make data-driven investment decisions.</p><p>This position is ideal for someone who enjoys translating data into actionable recommendations, designing experiments, evaluating marketing effectiveness, and influencing business strategy through analytical insights.</p><p><strong>What You'll Do</strong></p><ul><li>Design and execute incrementality tests, holdout experiments, and pre/post analyses to measure marketing effectiveness.</li><li>Apply statistical methodologies to determine whether observed results are causal or simply correlated.</li><li>Translate ambiguous business questions into structured analyses and actionable recommendations.</li><li>Support budget planning and investment decisions through marketing performance measurement and ROI analysis.</li><li>Build and maintain trusted datasets, reporting frameworks, and analytical models.</li><li>Evaluate campaign performance and identify opportunities for optimization and growth.</li><li>Contribute to channel strategy discussions through data-backed recommendations.</li><li>Validate findings, challenge assumptions, and communicate insights to both technical and non-technical stakeholders.</li><li>Collaborate closely with marketing, analytics, and business teams to influence decision-making.</li></ul><p><br></p>
- 2026-11-11T21:38:48Z
- Indianapolis, IN
- onsite
- Permanent / Full Time
- 75000.00 - 80000.00 USD / Yearly
- <p>We are looking for an experienced revenue cycle leader to guide our client's billing operations for a healthcare organization serving patients across Indianapolis, Indiana. This role is responsible for strengthening financial performance by improving reimbursement outcomes, streamlining workflows, and supporting compliance throughout the revenue cycle. The ideal candidate brings strong healthcare billing expertise, sound analytical judgment, and a proven ability to lead teams in a multi-site practice environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day revenue cycle activities across multiple practice locations, ensuring accurate coordination of billing, coding support, charge capture, claims processing, collections, payment application, and account resolution.</p><p>• Review performance across the full reimbursement lifecycle, from patient intake and charge entry through payer follow-up and final account closure, to maintain efficient operations.</p><p>• Lead efforts to reduce denials, improve collection rates, and accelerate accounts receivable recovery by analyzing trends and implementing targeted corrective actions.</p><p>• Create and refine standardized billing procedures that promote consistency, accountability, and operational efficiency across all sites.</p><p>• Monitor claim quality and submission timeliness to help ensure clean claims are sent promptly and reimbursement is received as expected.</p><p>• Partner with executive leadership, physicians, and practice management to align revenue cycle strategy with organizational financial goals and service needs.</p><p>• Use reporting and financial analysis to identify process gaps, measure team performance, and recommend improvements that strengthen revenue outcomes.</p><p>• Coach, develop, and manage revenue cycle staff, fostering a high-performing team focused on accuracy, productivity, and responsive follow-up.</p>
- 2026-11-06T19:23:43Z
- Syracuse, NY
- onsite
- Permanent / Full Time
- 90000.00 - 120000.00 USD / Yearly
- <p>Nick Corieri from Robert Half is looking for an experienced Tax Manager to join a small public accounting team in Syracuse, New York. This role will lead a broad range of tax engagements, support clients with complex compliance needs, and provide practical guidance on business tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage multiple priorities while delivering high-quality client service.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of annual income tax provisions to ensure accuracy, timeliness, and compliance with applicable standards.</p><p>• Manage corporate tax return engagements from planning through final filing, resolving technical issues and maintaining quality across deliverables.</p><p>• Administer sales tax reporting and compliance activities, including reviewing calculations, filings, and related documentation.</p><p>• Advise clients on entity formation considerations, helping structure businesses in alignment with tax and operational objectives.</p><p>• Supervise bookkeeping-related tax support activities to promote complete and reliable financial information for reporting purposes.</p><p>• Serve as a key point of contact for clients, answering tax questions, identifying planning opportunities, and communicating deadlines clearly.</p><p>• Mentor entry-level team members through review feedback, training, and day-to-day guidance on tax processes and best practices.</p><p><br></p><p>For immediate consideration, apply to this job posting today and contact Nick Corieri from the Syracuse branch of Robert Half.</p>
- 2026-10-20T20:58:47Z
- Los Angeles, CA
- onsite
- Permanent / Full Time
- 70000.00 - 90000.00 USD / Yearly
- <p>We are looking for a Data Scientist to join our clients pricing and analytics team. This role is ideal for someone early in their career who combines strong statistical thinking with an interest in insurance economics, especially in areas such as pricing, reserving, and telematics-driven analysis. You will partner closely with senior pricing and actuarial leaders, working across the full analytical lifecycle from raw data exploration to business-facing recommendations. The position offers broad exposure to how insurance performance is measured, explained, and improved through disciplined modeling and clear communication.</p><p><br></p><p>Responsibilities:</p><p>• Perform end-to-end analytical work that supports insurance rate reviews, including data preparation, trend evaluation, loss development analysis, and documentation used for regulatory support.</p><p>• Develop, test, and refine pricing and telematics models using statistical and machine learning techniques, ensuring results are accurate, explainable, and suitable for business use.</p><p>• Assist with reserving analysis by working with loss triangles, development patterns, and ultimate loss estimates that align actuarial findings with financial reporting.</p><p>• Create and maintain recurring performance dashboards and reporting that track key indicators such as loss ratios, claim frequency, claim severity, and cohort behavior.</p><p>• Investigate unusual shifts in portfolio performance, segment results, or customer retention trends, and translate findings into actionable insights for the broader team.</p><p>• Write organized, reusable code and data workflows that support independent analysis while making it easy for others to review and build on your work.</p><p>• Collaborate with pricing and actuarial stakeholders to gradually take ownership of increasingly complex analyses and modeling assignments as your experience grows.</p><p>• Communicate analytical conclusions clearly in written materials and presentations for audiences that need business impact explained without technical detail.</p>
- 2026-10-19T16:13:46Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 150000.00 - 210000.00 USD / Yearly
- <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
- 2026-10-16T13:04:08Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 115000.00 - 130000.00 USD / Yearly
- <p>Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
- 2026-10-30T21:58:44Z
- Salisbury, NC
- onsite
- Permanent / Full Time
- 140000.00 - 165000.00 USD / Yearly
- We are looking for a Financial Planning & Analysis Manager to help guide financial strategy and performance visibility for the organization in Salisbury, North Carolina. This role will shape planning cycles, deliver meaningful analysis on business results, and provide leadership with clear recommendations that support growth and profitability. The ideal candidate brings strong modeling capabilities, sound business judgment, and the ability to turn complex financial information into practical insights for senior stakeholders.<br><br>Responsibilities:<br>• Direct the monthly close reporting process by evaluating operating results, explaining deviations from plan, and highlighting the factors most affecting performance.<br>• Create reporting packages that connect current results with budget targets, forecast updates, and historical trends for leadership review.<br>• Prepare management discussion and analysis materials for executives and board audiences, including concise commentary on performance, risks, and emerging opportunities.<br>• Monitor strategic value creation efforts and provide financial visibility into progress against key business objectives.<br>• Support the development of presentations and analysis used for regular discussions with investors or ownership stakeholders.<br>• Lead the annual operating plan and oversee recurring forecast cycles, ensuring timely inputs and realistic business assumptions.<br>• Develop and refine financial models that reflect revenue trends, cost behavior, and working capital movements across the business.<br>• Assess pricing, product and customer profitability, margin performance, and operating costs to identify actions that improve financial results.<br>• Deliver scenario modeling, investment analysis, and risk assessments to support major decisions, growth initiatives, and potential acquisition activity.<br>• Partner with leaders across operations, sales, and executive management to promote financial discipline and translate analysis into actionable business decisions.
- 2026-10-19T14:13:45Z
- Wexford Area, PA
- onsite
- Permanent / Full Time
- 150000.00 - 200000.00 USD / Yearly
- <p>We are seeking a strategic and results-driven <strong>Director of Financial Planning & Analysis (FP& A)</strong> to lead financial planning, forecasting, management reporting, pricing oversight, and performance analysis for our client in the <strong>Wexford, PA area</strong>. This leader will serve as a key business partner to company, functional, and plant leadership, helping drive profitability, operational performance, and informed decision-making.</p><p>Reporting directly to the <strong>Chief Financial Officer</strong>, this role will lead the <strong>FP& A and Pricing teams</strong> and play a critical part in budgeting, forecasting, margin analysis, KPI reporting, working capital and cash flow analysis, and capital investment evaluation.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the company’s annual budget, forecasting cycles, and long-range planning processes</li><li>Provide financial and operational analysis to support strategic decision-making</li><li>Analyze actual results versus budget, forecast, and prior periods, and recommend actions to improve performance</li><li>Develop executive-level reporting, dashboards, and performance metrics across profitability, plant performance, working capital, and cash flow</li><li>Partner closely with Accounting during month-end close to ensure accurate and timely reporting</li><li>Oversee pricing strategy, pricing processes, and commercial decision support in collaboration with Sales and Operations</li><li>Build financial models and ROI analyses for capital expenditures and strategic initiatives</li><li>Conduct product, customer, and cost analyses to support margin improvement and growth initiatives</li><li>Lead, coach, and develop the FP& A and Pricing teams</li><li>Identify opportunities to improve reporting, automation, data quality, and financial controls</li><li>Support special projects and ad hoc analysis as needed</li></ul><p><br></p>
- 2026-10-17T11:04:06Z
- Highland Heights, KY
- onsite
- Temporary / Contract
- - USD / Hourly
- <p>We are looking for an experienced Director of Accounting to provide strategic and operational leadership. This Contract position will oversee financial reporting, compliance, and core accounting activities while helping strengthen controls, improve reporting accuracy, and support sound fiscal decision-making. The role also serves as a key partner to senior financial leadership and collaborates across departments to ensure accounting operations run efficiently and align with regulatory and institutional standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily accounting operations and guide staff by setting priorities, reviewing work quality, and fostering ongoing team development.</p><p>• Oversee the general ledger and related financial records to ensure transactions are recorded accurately, completely, and in accordance with applicable accounting standards and regulations.</p><p>• Manage the structure and maintenance of the chart of accounts, coordinating with budget and system stakeholders when establishing or updating financial classifications.</p><p>• Review and authorize journal entries, reconciliations, and other accounting activity to support strong internal controls and policy compliance.</p><p>• Lead accounts payable, capital asset accounting, and treasury functions, including cash activity, banking relationships, debt-related obligations, lease reporting, and investment accounting.</p><p>• Coordinate month-end, quarter-end, and year-end close activities, ensuring timely accruals, reconciliations, and accurate financial results.</p><p>• Prepare annual financial statements, required disclosures, and audit support materials while serving as the primary contact for external auditors.</p><p>• Monitor emerging accounting guidance, update policies and procedures, and address audit recommendations through effective corrective actions.</p><p>• Partner with university leadership on variance analysis, budgeting insights, and financial forecasting to support informed planning.</p>
- 2026-11-10T15:38:44Z
- Milwaukee, WI
- onsite
- Temporary to Hire
- 33.00 - 48.00 USD / Hourly
- <p>We are looking for a Trust Officer - Settlement to support a fiduciary services team in Milwaukee, Wisconsin within the Financial Services industry. This Contract to permanent opportunity and centers on managing settlement-related trust relationships with care, accuracy, and sound judgment. The person in this role will work closely with beneficiaries, families, attorneys, and other key partners to oversee trust administration, protect benefit eligibility, and ensure each account is handled in accordance with legal and fiduciary obligations.</p><p><br></p><p>Responsibilities:</p><p>• Manage a portfolio of settlement, special needs, directed, and court-supervised trusts, ensuring each account is administered according to governing documents and applicable regulations.</p><p>• Advise beneficiaries and their support networks on distributions, trust processes, and planning considerations tied to major life events and ongoing care needs.</p><p>• Review account activity, identify potential compliance or fiduciary concerns, and take proactive steps to address issues before they escalate.</p><p>• Partner with attorneys, tax professionals, financial advisors, guardians, and care teams to coordinate trust-related matters and support effective case management.</p><p>• Prepare and maintain detailed records of trust actions, client communications, and fiduciary decisions to support accurate administration and audit readiness.</p><p>• Explain complex trust and benefit topics in a clear, respectful manner while delivering a high standard of service to beneficiaries and families.</p><p>• Support preservation of public benefit eligibility by applying knowledge of Medicaid, Social Security, and other means-tested programs when evaluating distributions and trust activity.</p><p>• Use trust accounting platforms, case management tools, and Microsoft Office applications to track activity, maintain documentation, and complete administrative tasks accurately.</p>
- 2026-10-22T22:28:47Z
- Oak Brook, IL
- onsite
- Temporary / Contract
- 65.00 - 70.00 USD / Hourly
- <p>We are looking for a Finance Transformation Manager to support a wholesale distribution organization near Oak Brook, Illinois as it strengthens financial reporting, analytics, and intelligent process design across a growing business portfolio. This Long-term Contract position will work closely with finance and operational leaders to turn complex data into practical insights, improve reporting consistency, and introduce modern tools that elevate decision-making. The ideal candidate brings a strong mix of finance expertise, business intelligence capability, and hands-on experience applying AI solutions to real business workflows.</p><p><br></p><p>Responsibilities:</p><p>• Review current finance and operational reporting practices across multiple business units and identify opportunities to improve accuracy, visibility, and scalability.</p><p>• Build unified reporting structures and leadership dashboards that provide a clear view of revenue, margin performance, profitability, working capital, and key operating measures.</p><p>• Produce executive-ready reporting materials that help senior stakeholders evaluate business performance and prioritize actions.</p><p>• Streamline recurring reporting activities by creating automated processes that reduce manual effort and improve timeliness.</p><p>• Identify finance and business functions that can benefit from AI-enabled solutions and implement practical workflows that enhance efficiency and support better decisions.</p><p>• Develop reusable prompt frameworks and user-friendly guidance so finance teams can apply generative AI tools effectively in day-to-day work.</p><p>• Combine and standardize data from finance and operational systems to create a dependable foundation for analytics and reporting.</p><p>• Deliver diagnostic and forward-looking analysis that helps leaders understand performance drivers, risks, and opportunities.</p><p>• Partner with cross-functional stakeholders to define reporting standards, strengthen data governance, and recommend scalable solutions that support continued growth and acquisition integration.</p>
- 2026-10-15T18:23:44Z
- Portland, OR
- onsite
- Permanent / Full Time
- 150000.00 - 160000.00 USD / Yearly
- <p>Business Finance Manager</p><p>📍 Portland Metro | Onsite | $155K-$165K</p><p>Ready to step into a high-impact role where you'll influence business strategy, drive financial performance, and partner directly with operations and executive leadership?</p><p>Sue Sumrell is recruiting for a well-established global manufacturer seeking a Business Finance Manager to own budgeting, forecasting, profitability analysis, business planning, and operational decision support. This is a highly visible role that sits at the intersection of Finance, Operations, Engineering, Purchasing, HR, and IT. </p><p><br></p><p><strong>NOTE: This NOT a hybrid position and candidate must be located in the Portland metro area.</strong></p><p><br></p><p>What makes this opportunity unique?</p><p>✅ Strategic business partnership with executive leadership</p><p>✅ Broad exposure across operations, finance, and business planning</p><p>✅ Ownership of budgeting, forecasting, and profitability analysis</p><p>✅ Key ERP systems leadership role</p><p>✅ Opportunity to drive process improvements and business initiatives</p><p>✅ Work for a global organization while making a direct impact locally</p><p>✅ No people management responsibilities, but significant influence across the business </p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys partnering with the business, improving processes, and helping leadership make better decisions through data and analysis.</p><p>Please contact Sue Sumrell confidentially and email your resume directly to [email protected] </p><p><br></p>
- 2026-10-27T01:28:48Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 100000.00 - 130000.00 USD / Yearly
- <p>We are looking for an experienced Accounting Manager/Supervisor to lead core accounting operations and provide reliable financial insight for business decision-making. This position oversees the accuracy of reporting, strengthens department processes, and supports leadership with forward-looking financial guidance. The ideal candidate brings strong technical accounting knowledge along with the ability to improve workflows and guide team performance.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Direct daily accounting activities and refine departmental procedures to improve accuracy, efficiency, and internal controls.</p><p>• Prepare, review, and interpret financial reports to ensure leadership has clear visibility into organizational performance.</p><p>• Advise company leaders on financial trends, risks, and planning considerations that support sound business decisions.</p><p>• Supervise accounting staff, provide performance feedback, and help develop a productive and accountable team environment.</p><p>• Build forecasts and planning models to anticipate upcoming financial requirements and operational needs.</p><p>• Monitor revenue and expenses closely to maintain accurate records and support budget oversight.</p><p>• Lead month-end closing activities, including review of journal entries, reconciliations, and general ledger accuracy.</p><p>• Identify opportunities to automate recurring accounting tasks in order to streamline processes and reduce manual effort.</p><p>• Support audit readiness by maintaining organized documentation and coordinating financial statement audit activities.</p><p><br></p><p><strong>Benefits</strong></p><ul><li>Medical/dental/vision</li><li>401K</li></ul>
- 2026-11-10T00:08:41Z