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2564 results for Manager Financial Reporting in Secondary
- Memphis, TN
- onsite
- Temporary to Hire
- 22.00 - 22.00 USD / Hourly
- We are looking for an Accounts Payable Specialist to join a team in Memphis, Tennessee in a contract capacity with the potential for a permanent role. This position is ideal for someone who enjoys detail-oriented financial work, can manage a fast-paced invoice environment, and is eager to grow into broader ownership of the accounts payable process. The role supports daily invoice processing, purchase order matching, and issue resolution while working across systems that help organize and route AP activity.<br><br>Responsibilities:<br>• Process a high daily volume of vendor invoices with accuracy and timeliness, typically handling approximately 125 to 150 invoices per day.<br>• Review purchase orders against supplier invoices and investigate any pricing, quantity, or documentation differences before approval.<br>• Enter invoice and payment-related information into accounting systems while maintaining complete and organized records.<br>• Provide day-to-day support for accounts payable activities with the opportunity to take on increasing responsibility for the full AP workflow over time.<br>• Assist with preparing and issuing invoices as needed to support broader transactional accounting operations.<br>• Perform account coding and ensure expenses are assigned correctly in accordance with internal accounting practices.<br>• Use Fieldstack to manage purchase order review and matching before transactions move into Sage Intacct for accounting processing.<br>• Support invoice management and data maintenance across digital AP tools, including AI-enabled invoice storage platforms and related administrative tasks.
- 2026-11-03T20:53:45Z
- Erie Nt, MI
- onsite
- Temporary / Contract
- 21.00 - 24.00 USD / Hourly
- Seeking a Billing Specialist, ONSITE in Erie, MI. This position researches billing discrepancies, validates rates and supporting documentation, and collaborates with Operations, Finance, and customer-facing teams to resolve issues and maintain billing accuracy. Pay up to $24/hr. Only those who meet the qualifications will be considered. <br><br>ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:<br>• Prepares and analyzes customer invoices by reviewing operational, financial, and contractual data to ensure accurate and timely billing.<br>• Performs complex and nonstandard billing activities, including accessorial charges, equipment fees, rentals, fuel surcharges, maintenance charges, and other customer-specific billing requirements.<br>• Investigates and resolves billing discrepancies, rejected invoices, credits, underbilling, and unbilled activity through research across multiple systems and data sources.<br>• Reconciles operational and accounting records, monitors billing exceptions, and supports billing completeness and revenue recognition activities.<br>• Coordinates with Operations, Finance, IT, and customer-facing teams to obtain information, resolve issues, support customer inquiries, and maintain billing accuracy.<br>• Identifies opportunities to improve billing processes, documentation, reporting, and workflow efficiency while supporting system enhancements and testing activities.<br>• Investigates and resolves billing discrepancies, rejected invoices, credits, underbilling, unbilled activity, and other billing exceptions by tracing transactions across accounting systems, transportation management systems, customer portals, fuel records, and operational data.<br>• Reconciles operational records with customer invoices and accounting system imports to identify missing, duplicate, inaccurate, or incorrectly transferred invoices.<br>• Collaborates with Operations and Finance to verify that services performed, contractual requirements, system records, billing calculations, and customer charges are accurate and properly supported.<br>• Prepares recurring calculations, reconciliations, and supporting analyses for specialized billing programs and period-end revenue activities.<br>• Monitors assigned unbilled items and unresolved billing exceptions through completion, ensuring timely follow-up and resolution.<br>• Documents billing assumptions, calculations, unresolved questions, required approvals, and supporting information while maintaining organized records for audit purposes.<br>• Escalates matters involving rate interpretation, contractual uncertainty, or material financial exposure to the appropriate leadership team.<br>• Identifies opportunities to improve source data, billing calculations, reporting accuracy, and workflow efficiency while helping convert nonstandard analyses into controlled, documented, and repeatable processes.<br>• Supports user testing and validation of billing-related system updates, reporting changes, and process improvements.<br>• Coordinates with Operations, Finance, Information Technology, Business Intelligence, and customer-facing personnel to obtain missing information, validate billing requirements, and communicate the status of billing exceptions.<br>• Supports customer billing inquiries by preparing detailed transaction documentation and clear explanations of charges and billing calculations.<br><br>REQUIREMENTS:<br>2+ years of experience in a Billing role<br>Strong attention to details<br>High level of communication skills<br>ERP experience. <br>Experience with customer billing, accounts receivable, transportation billing, or related financial processes
- 2026-10-23T09:58:41Z
- Latham, NY
- onsite
- Permanent / Full Time
- 120000.00 - 175000.00 USD / Yearly
- <p>A growing construction and infrastructure services organization is seeking an experienced Project Manager to oversee complex field-based projects from planning through completion. This role will be responsible for coordinating project activities, managing client relationships, and ensuring projects are delivered safely, on schedule, and within budget.</p><p>The ideal candidate is a hands-on leader who can effectively manage multiple stakeholders, support field operations, and drive successful project outcomes in a fast-paced construction environment.</p><p>Responsibilities</p><ul><li>Provide overall project leadership from pre-construction through closeout, coordinating internal teams, subcontractors, vendors, and other project stakeholders.</li><li>Review project plans, specifications, and contract documents to establish project requirements and execution strategies.</li><li>Manage project communications, documentation, reporting, and correspondence throughout the project lifecycle.</li><li>Support field operations by resolving project challenges, monitoring progress, and promoting quality and safety standards.</li><li>Prepare and negotiate scope modifications, project adjustments, and change management documentation as needed.</li><li>Develop and maintain project schedules, resource plans, and cost forecasts to support efficient execution.</li><li>Coordinate procurement activities, subcontractor performance, equipment utilization, and workforce planning.</li><li>Maintain strong client relationships through proactive communication, responsiveness, and dependable project delivery.</li><li>Monitor project budgets, productivity, and overall performance to achieve operational and financial objectives.</li><li>Partner with leadership and field teams to identify opportunities for process improvement and project success.</li></ul><p><br></p>
- 2026-11-10T14:58:43Z
- San Antonio, TX
- remote
- Temporary / Contract
- 22.00 - 24.00 USD / Hourly
- A local San Antonio client is looking for an Accounts Receivable /Collections specialist for an immediate start.<br><br>The Accounts Receivable /Collections specialist is responsible for the receipt and accounting of funds being paid to the organization. This role also handles customer account inquiries and monitors delinquent accounts as well as be proactive and use preventive measures to keep accounts current. Will assure that proper accounting procedures are followed to account for the receipt of payment for services completed by the company. <br><br>Key Job Responsibilities - Performs collections on accounts receivable. - Assist with verifying validity of account discrepancies by obtaining and investigating information from sales, customer service and from customers. - Responsible for posting customer payments by recording cash, checks and credit card transactions. - Research unapplied cash, chargebacks, over and short payments. - Respond to customer information request calls and emails. - Maintains accounts receivable reports, spreadsheets and corporate accounting files as assigned. - Assists with clarification in accounting records, as necessary. - Assists with monthly closings. - Performs filing and copying of all AR records. - . - Performs additional assignments as directed by Management. Key Performance Measurements - Management observation regarding attitude, diligence, and team contributions. - Willingness & ability to learn new skills and information. - Other key metrics prescribed by leadership, resulting in positive customer and Company impact.<br><br><br>Please apply online or call your local Robert Half office at 210-696-8300.
- 2026-11-12T18:08:43Z
- San Antonio, TX
- onsite
- Permanent / Full Time
- 90000.00 - 100000.00 USD / Yearly
- We are looking for an experienced Tax Manager to join a public accounting team. This position plays a key role in delivering accurate tax compliance work, advising on planning strategies, and guiding clients through complex federal and state tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to lead workstreams while maintaining high service standards.<br><br>Responsibilities:<br>• Oversee the preparation and final review of a broad range of tax filings, including corporate, partnership, individual, and trust returns.<br>• Analyze federal, state, and local tax questions, develop well-supported conclusions, and maintain clear research documentation.<br>• Contribute to tax planning engagements, forecast taxable positions, and provide practical guidance that supports client objectives.<br>• Monitor filing obligations and key due dates to help ensure complete and timely compliance across multiple entities and jurisdictions.<br>• Evaluate opportunities to improve tax outcomes, reduce exposure, and strengthen the overall efficiency of tax engagements.<br>• Assist with audit support activities, including gathering documentation and preparing responses to tax authority notices and inquiries.<br>• Stay informed on legislative and regulatory developments and apply changes in tax law to current client situations.<br>• Build productive relationships with clients and internal teams by communicating clearly, managing expectations, and delivering dependable service.<br>• Lead, coach, and review the work of entry-level tax professionals to support quality, consistency, and team development.<br>• Recommend enhancements to tax processes, documentation practices, and workflow management to improve execution and reporting quality.
- 2026-10-26T21:28:44Z
- Allston, MA
- onsite
- Permanent / Full Time
- 100000.00 - 125000.00 USD / Yearly
- <p>Our client, a successful construction company, is seeking a Contracts Administrator to support projects in Allston, Massachusetts. In this role, you will oversee contract records, help maintain compliance with agreed terms, and coordinate documentation across multiple project stakeholders. This position plays an important part in reducing risk, tracking changes, and keeping contract activities organized throughout the full project lifecycle.</p><p><br></p><p><strong>Role: </strong>Contracts Administrator</p><p><strong>Location: </strong>Allston, MA</p><p><strong>Schedule:</strong> In Office first 6 months, then hybrid (4 days in, 1 day remote)</p><p><strong>Salary:</strong> $100,000 - $125,000 (depending on experience) + amazing benefits & bonuses</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, review, and administer construction contracts, subcontracts, purchase orders, and service agreements.</li><li>Ensure contract documents are complete, accurate, and compliant with company policies and legal requirements.</li><li>Maintain contract records and document control systems.</li><li>Track contract milestones, deliverables, and performance obligations.</li><li>Review and process change orders, amendments, and contract modifications.</li><li>Evaluate the contractual and financial impact of proposed changes.</li><li>Coordinate approvals and maintain accurate records of all revisions.</li><li>Collaborate with project managers, engineers, architects, and contractors throughout project execution.</li><li>Monitor project progress and ensure contractual obligations are met.</li><li>Assist in resolving contractual issues and disputes.</li><li>Support project closeout activities, including collection of warranties, lien waivers, and final documentation.</li><li>Monitor compliance with contract terms, regulatory requirements, safety standards, and company policies.</li><li>Identify and mitigate contractual risks.</li><li>Assist with claims management and dispute resolution.</li><li>Ensure insurance certificates, bonds, and licenses remain current and compliant.</li><li>Understand insurance language to evaluate compliance.</li><li>Maintain organized contract files and project records.</li><li>Generate reports on contract status, change orders, claims, and project performance.</li><li>Prepare correspondence related to contractual matters.</li><li>Coordinate document distribution among project stakeholders.</li></ul>
- 2026-10-09T12:48:43Z
- Augusta, ME
- onsite
- Temporary / Contract
- 23.00 - 26.00 USD / Hourly
- We are looking for a detail-oriented Medical Accounts Receivable Specialist to support revenue cycle operations for a healthcare-focused team. This long-term contract opportunity is ideal for someone who can manage outstanding balances, post payments accurately, and maintain organized billing records while working with a high degree of accuracy. The role calls for someone who is detail oriented and can follow through on commercial collections, resolve account discrepancies, and help keep cash activity current and properly documented.<br><br>Responsibilities:<br>• Review patient and payer account balances, identify overdue items, and take timely action to support consistent receivable recovery.<br>• Apply incoming payments accurately, reconcile cash activity, and ensure financial records reflect current account status.<br>• Conduct commercial collections efforts by communicating with payers and other stakeholders to resolve unpaid or underpaid claims.<br>• Prepare and process billing-related transactions while verifying that charges, payments, and adjustments are recorded correctly.<br>• Investigate account variances, research missing information, and work toward resolution of payment or posting discrepancies.<br>• Maintain organized documentation of account activity, follow-up actions, and collection outcomes for audit-ready recordkeeping.<br>• Collaborate with internal teams to address claim issues, clarify account details, and improve the flow of receivables management.
- 2026-10-27T15:23:44Z
- Ft. Myers, FL
- onsite
- Temporary / Contract
- 26.00 - 27.00 USD / Hourly
- We are looking for an Administrative Assistant to support daily office and project coordination for an engineering-focused environment in Ft. Myers, Florida. This Long-term Contract position is ideal for someone who is organized, detail-oriented, and comfortable balancing financial, clerical, and document support duties. The role will contribute to smooth office operations by assisting with billing, recordkeeping, staff support, and project-related administrative work.<br><br>Responsibilities:<br>• Create and maintain client and project records within company systems, ensuring information is accurate and up to date.<br>• Process project-related billing activities, including invoice preparation, purchase order documentation, and change order administration.<br>• Support financial operations by handling accounts receivable, following up on outstanding balances, and assisting with accounts payable tasks.<br>• Track project budgets and maintain current financial data to help teams monitor job performance.<br>• Provide timesheet support to employees by assisting with electronic entry, checking submissions for accuracy, and encouraging timely completion.<br>• Maintain vendor files and organize supporting documentation to keep records complete and accessible.<br>• Assist with onboarding administration by preparing employment forms and coordinating related paperwork for new hires.<br>• Oversee office supply levels, including general, field, and safety materials, and place orders as needed.<br>• Coordinate incoming and outgoing mail, courier requests, and other day-to-day office logistics while also preparing and formatting reports, proposals, and project documents.
- 2026-10-22T12:38:44Z
- Brooklyn, NY
- remote
- Temporary / Contract
- 67.00 - 69.00 USD / Hourly
- <p>We are seeking a highly skilled, Digital Asset Product Owner. This individual will be fully embedded within our organization, reporting directly to the AEM Cloud Assets (DAM) Product Owner, and operate as an extension of our core team. The ideal candidate will bring deep expertise in product ownership, change management and will provide value on approach and implementation and a working understanding of digital asset management (DAM) concepts and tools. </p><p><br></p><p><strong>Key Responsibilities: </strong></p><p><strong>Product Ownership: </strong></p><ul><li>Lead and manage the end-to-end delivery of initiatives related to AEM Cloud and digital asset management. </li><li>Translate business objectives into actionable requirements, user stories, and prioritized backlogs. </li><li>Serve as the primary point of contact for stakeholders, ensuring alignment and transparency throughout the project lifecycle. </li></ul><p><strong>Change Management: </strong></p><ul><li>Work with our Change Management group, to support adoption of new processes and technologies. </li><li>Foster a culture of continuous improvement and innovation. </li><li>Digital Asset Management (Generalized): </li><li>Possess a foundational understanding of digital asset management principles and the value these tools bring to an organization. </li><li>Be able to collaborate effectively with DAM stakeholders and support the integration of DAM capabilities into broader initiatives. </li><li>Advise on best practices at a high level, without being responsible for day-to-day DAM operations. </li></ul><p><strong>Collaboration & Leadership: </strong></p><ul><li>Build strong relationships with cross-functional partners, including business, technology, and vendor teams. </li><li>Operate with a high degree of autonomy, taking ownership of deliverables and driving initiatives forward with minimal oversight. </li></ul><p><strong>Experience & Skills: </strong></p><ul><li>10+ years of relevant experience, including significant time in product ownership roles. </li><li>Demonstrated success managing large-scale digital transformation or DAM initiatives, preferably within financial services or similarly regulated industries. </li><li>Familiarity with Adobe Experience Manager (AEM Cloud) and digital asset management concepts. </li><li>Strong organizational skills, with the ability to manage multiple priorities and stakeholders. </li><li>Excellent communication and relationship-building abilities. </li><li>Self-starter who is intrinsically motivated, proactive, and solutions-oriented. </li></ul><p><strong>Personal Attributes: </strong></p><ul><li>Strategic thinker with a hands-on approach. </li><li>Comfortable operating in ambiguity and driving clarity. </li><li>Empathetic leader who values collaboration and continuous learning.</li></ul>
- 2026-11-02T19:04:17Z
- Philadelphia, PA
- onsite
- Permanent / Full Time
- 100000.00 - 125000.00 USD / Yearly
- <p>Robert Half is looking for a Tax Manager to join our client's accounting team in the Philadelphia area. This Tax Manager role combines advanced tax compliance work with day-to-day leadership of return preparation, review workflows, and client service for individuals, businesses, and nonprofit organizations. The position also plays an important part in onboarding newly acquired client portfolios and helping establish a repeatable approach for future firm growth.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the preparation and final review of federal and state tax filings for individuals, partnerships, S corporations, C corporations, and tax-exempt entities.</li><li>Coordinate assignments among tax preparers, monitor deadlines, and keep seasonal workloads moving efficiently across the team.</li><li>Maintain organized client records, workpapers, and filing standards while bringing acquired client accounts into the firm’s operating structure.</li><li>Investigate and resolve tax notice issues, including complex federal and state correspondence that require escalation and follow-through.</li><li>Create practical processes and documentation to support the integration of additional acquired practices in the future.</li><li>Provide tax planning guidance to small business owners and nonprofit clients by translating financial information into clear recommendations.</li></ul><p><br></p>
- 2026-11-12T19:08:44Z
- Albuquerque, NM
- onsite
- Permanent / Full Time
- 100000.00 - 140000.00 USD / Yearly
- <p>We are looking for a Financial Planning & Analysis Senior to join a manufacturing organization in Albuquerque, New Mexico. This position will lead planning and analysis efforts that help leadership understand cost drivers, improve operating performance, and support sound business decisions. The role works closely with operations, supply chain, and engineering teams to turn financial data into practical recommendations that strengthen profitability and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Direct the budgeting and forecasting cycle, ensuring financial plans reflect operational goals and current business conditions.</p><p>• Evaluate product costs, inventory activity, margin performance, and plant results to identify key financial trends and risks.</p><p>• Partner with leaders across operations, supply chain, and engineering to uncover opportunities that improve efficiency and reduce spend.</p><p>• Build and maintain financial models that support scenario planning, business cases, and strategic decision-making.</p><p>• Deliver regular variance analysis and performance reporting, explaining results clearly and recommending corrective actions where needed.</p><p>• Support pricing, profitability, and cost improvement initiatives with data-driven analysis and actionable insights.</p><p>• Contribute to inventory optimization efforts by monitoring cost impacts, working capital trends, and manufacturing performance metrics.Senior</p>
- 2026-11-11T00:04:02Z
- 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 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong><u>Job Description</u></strong>: </p><ul><li>Serve as main contact with Baker Tilly for stabilized property accounting</li><li>Review property workpapers and financials for accuracy</li><li>Coordinate and upload business plan budgets into Yardi Voyager</li><li>Review lease agreements for accurate information entry</li><li>Oversee quarterly/annual common area expense reconciliations</li><li>Liaise with Asset Management on tenant and property manager needs</li><li>Prepare debt refinancing analysis as required</li><li>Collaborate with Capital Markets team for lender reporting</li></ul>
- 2026-11-05T20:53:43Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 35.00 - 35.00 USD / Hourly
- <p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul>
- 2026-11-11T21:04:40Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 175000.00 - 195000.00 USD / Yearly
- <p>We are seeking a <strong>Director of Lifecycle Management</strong> to build and lead a <strong>Lifecycle Management as a Service</strong> practice within a managed services provider environment. This role is responsible for creating and scaling a client-facing service offering that spans the full technology asset lifecycle, including planning, procurement, deployment, refresh, recovery, and disposition. This is not a traditional endpoint management role; it is a strategic leadership position focused on service design, operational excellence, vendor partnerships, and revenue growth.</p><p><br></p><p>Responsibilities</p><ul><li>Build, launch, and scale a lifecycle management service offering for MSP clients</li><li>Define service strategy, operating model, processes, and success metrics</li><li>Develop standardized programs for device planning, procurement, deployment, asset tracking, refresh, and retirement</li><li>Partner with sales and solutions teams to support go-to-market strategy and client adoption</li><li>Establish and manage vendor, distributor, logistics, and disposal partnerships</li><li>Oversee service delivery performance, reporting, financial results, and continuous improvement</li><li>Collaborate across operations, engineering, procurement, and client success teams</li><li>Serve as a subject matter expert and strategic advisor for clients and internal stakeholders</li><li>Lead and develop team members supporting lifecycle operations and program execution</li></ul>
- 2026-10-19T18:18:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 120000.00 USD / Yearly
- <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>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T19:58:46Z
- San Francisco, CA
- remote
- Temporary / Contract
- 35.00 - 35.00 USD / Hourly
- We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month contract opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter. <br> Key Responsibilities Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance. Evaluate investigative findings and determine whether cases warrant escalation or additional review. Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings. Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks. Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures. Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner. Provide feedback and guidance to investigators to improve case quality and consistency. Support audit, regulatory, and compliance requests related to AML investigations and reporting. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **
- 2026-11-10T18:13:44Z
- San Francisco, CA
- remote
- Temporary / Contract
- 35.00 - 35.00 USD / Hourly
- <p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst ** </p>
- 2026-11-10T18:08:45Z
- San Francisco, CA
- remote
- Temporary / Contract
- 35.00 - 35.00 USD / Hourly
- <p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien: meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **</p>
- 2026-11-10T17:53:45Z
- San Francisco, CA
- remote
- Temporary / Contract
- 35.00 - 35.00 USD / Hourly
- <p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien: meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **</p>
- 2026-11-10T17:48:58Z
- Chicago, IL
- onsite
- Permanent / Full Time
- 160000.00 - 185000.00 USD / Yearly
- <p><em>The salary range for this position is $160,000 - $185,000 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>Fall is here! Let’s get you into a role with a company that will ensure you get to enjoy the sweater weather.</p><p><br></p><p><strong><u>Job Description: </u></strong></p><p>• Program Management: Develop and apply best-practice tools and processes for risk assessment, change control, due diligence, and integration. Prepare timely status reports, ensuring data accuracy and timely input from workstreams. </p><p>• Integration Leadership: Lead end-to-end M& A integration efforts, from due diligence through post-close execution. </p><p>• Strategic Alignment: Ensure acquired companies align with our strategic priorities and long-term goals. </p><p>• Synergy Realization: Identify, track, and deliver cost savings, revenue opportunities, and operational efficiencies. Monitor deal performance and synergy realization in partnership with Corporate Development and Markets Finance vs. deal model. </p><p>• Change & Cultural Management: Drive communication, employee engagement, and cultural integration to foster a unified organization. </p><p>• Operational Alignment: Oversee onboarding/offboarding of systems, tools, and processes, ensuring smooth Day 1 and phased transitions. </p><p>• Cross-Functional Collaboration: Partner with Finance, Legal, HR, IT, and Markets leadership to ensure timely and comprehensive execution. </p><p>• Performance Tracking: Monitor progress against deal models, earnouts, and incentive structures; report status updates to leadership. </p><p>• Sales & Pipeline Integration: Coordinate integration of sales and pipeline systems, tracking progress of M& A and high-value recruits vs. pro forma. </p><p>• Continuous Improvement: Capture lessons learned from integrations to refine processes and improve future outcomes. </p><p>• Ad hoc Support: Provide analysis and execution support across Corporate Development, FP& A, Markets Finance, and the Office of the CFO. </p><p> </p><p> </p>
- 2026-10-27T17:04:05Z
- Denver, CO
- onsite
- Permanent / Full Time
- 100000.00 - 130000.00 USD / Yearly
- We are looking for an experienced Tax Manager to join our team in Denver, Colorado. In this role, you will oversee the preparation and review of various tax returns while ensuring compliance with federal, state, and local regulations. This is an excellent opportunity for someone with strong attention to detail and leadership skills to manage tax engagements and mentor a team.<br><br>Responsibilities:<br>• Prepare and review federal, state, and local corporate, S corporation, and individual tax returns, ensuring accuracy and compliance.<br>• Lead and manage the entire tax engagement process, including planning, information gathering, review, and delivery.<br>• Supervise, train, and mentor a team of tax experts to maintain high-quality work and client satisfaction.<br>• Conduct in-depth research on complex tax issues and provide actionable recommendations.<br>• Identify tax-saving strategies and communicate these opportunities effectively to clients and stakeholders.<br>• Ensure all tax filings meet regulatory requirements and deadlines, maintaining compliance across all jurisdictions.<br>• Collaborate with management to identify and pursue business development opportunities within the client base.<br>• Utilize tools such as CCH ProSystem Fx and CCH Sales Tax to streamline tax preparation and reporting processes.<br>• Assist in entity formation and provide guidance on corporate tax matters.<br>• Monitor changes in tax laws and regulations to keep practices and recommendations up to date.
- 2026-10-30T20:53:47Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000.00 - 100000.00 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T14:48:43Z
- Compton, CA
- onsite
- Permanent / Full Time
- 90000.00 - 115000.00 USD / Yearly
- We are looking for a Financial Analyst to support distribution finance operations in Compton, California. This position will work closely with operations, supply chain, and leadership teams to deliver planning, performance analysis, and profitability insights that guide business decisions. The role is ideal for someone who can interpret complex financial data, build practical models, and identify opportunities to improve margins, cost efficiency, and operational performance.<br><br>Responsibilities:<br>• Drive the annual budget cycle and recurring forecast updates by incorporating distribution, warehousing, freight, and third-party logistics cost assumptions.<br>• Build and refine financial models that assess revenue performance, gross margin trends, and end-to-end distribution expenses.<br>• Review monthly results against plan, explain key variances, and recommend actions to address financial risks and capture improvement opportunities.<br>• Collaborate with warehouse, procurement, and logistics teams to evaluate labor, transportation, storage, and handling expenses.<br>• Measure operational and partner performance through key indicators such as inventory movement, fulfillment efficiency, and freight cost per unit.<br>• Analyze profitability across customers, product lines, and sales channels to support pricing decisions and margin improvement strategies.<br>• Prepare dashboards, management reports, and presentation materials that convert detailed financial information into clear business insights.<br>• Maintain allocation approaches and monthly schedules for intercompany profit distribution, ensuring documentation is complete and audit ready.<br>• Partner with accounting, tax, and operational leaders to support compliance, resolve financial allocation questions, and contribute to strategic projects as needed.
- 2026-11-04T16:23:43Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 100000.00 - 145000.00 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven companies. The firm offers a collaborative, entrepreneurial environment where you'll work closely with senior leaders and gain broad exposure across the finance function.</p><p><br></p><p>This is a <strong>high-visibility, high-ownership role</strong> on a lean team, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys solving complex problems, improving processes, and taking on meaningful responsibility. You'll also have the opportunity to help drive <strong>AI and automation initiatives</strong> as the platform continues to scale.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></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
- Denver, CO
- remote
- Temporary / Contract
- 35.00 - 45.00 USD / Hourly
- <p>Robert Half Marketing and Creative has a client looking for a Creative and Marketing Team Project Manager to support a tourism organization in Denver, Colorado through a Long-term/Part-time Contract assignment. This position will guide a portfolio of brand and marketing initiatives from early intake and evaluation through execution and launch, bringing structure, visibility, and strong cross-functional coordination to complex work. The ideal candidate combines disciplined project leadership with excellent communication skills and can keep multiple stakeholders aligned while improving governance practices across the project portfolio.</p><p><br></p><p>Responsibilities:</p><p>• Direct the governance lifecycle for refresh and build initiatives, overseeing intake, project setup, early assessment, development activities, and preparation of materials that inform investment decisions.</p><p>• Track major milestones across the portfolio and help teams stay on course from planning through rollout, ensuring readiness for pre-launch and launch activities.</p><p>• Create and uphold repeatable governance rhythms, approval points, and decision-making checkpoints that bring consistency across multiple projects.</p><p>• Facilitate recurring cross-functional meetings for brand build and refresh efforts, driving accountability, clarifying next steps, and maintaining momentum across workstreams.</p><p>• Serve as the primary coordinator among Brand, Revenue, Communications, Insights, Digital, Operations, and Finance teams to keep priorities, timelines, and deliverables aligned.</p><p>• Surface project risks, blockers, and interdependencies early, escalate concerns when needed, and work with stakeholders to develop practical resolutions.</p><p>• Maintain accurate project plans in Asana or similar platforms, including task assignments, dependencies, schedules, and key governance documentation.</p><p>• Produce concise portfolio reporting and status summaries for leadership reviews and capital planning conversations.</p><p>• Recommend and implement improvements to templates, processes, and project management standards to strengthen portfolio health as initiatives expand.</p>
- 2026-10-20T20:58:47Z