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3224 results for Sr Accountant in Secondary
- Stamford, CT
- onsite
- Permanent / Full Time
- 85000.00 - 125000.00 USD / Yearly
- <p><strong>Financial Analyst – Strategic Support to the C-Suite</strong></p><p><br></p><p><strong>Location:</strong> Stamford, CT</p><p><strong>Company:</strong> Fortune 1000 Organization</p><p>Opportunity Overview</p><p>Our client, a leading Fortune 1000 organization, is expanding its Stamford, CT headquarters and seeking a talented Financial Analyst to join its growing finance team.</p><p>This is a high-visibility opportunity to work closely with senior leadership and provide strategic financial and business analytics that directly influence executive decision-making. The role will partner with the C-suite on a range of critical financial initiatives, including expense management, budgeting, revenue forecasting, pricing strategies, and M& A analysis.</p><p>The ideal candidate is analytically driven, commercially minded, and capable of translating complex financial data into meaningful business insights and actionable recommendations.</p><p>Key Responsibilities</p><ul><li>Develop and manage budgets, financial forecasts, and long-range financial plans to support strategic and operational objectives.</li><li>Partner with senior leadership to deliver financial insights, identify business trends, and support key strategic decisions.</li><li>Build and maintain sophisticated financial models to evaluate performance, assess risks, identify opportunities, and forecast potential business outcomes.</li><li>Perform detailed variance analysis, identifying and explaining differences between actual results, forecasts, and budget expectations.</li><li>Conduct ad hoc financial and business analysis in response to executive requests and emerging business priorities.</li><li>Analyze commercial and operational performance metrics to identify key drivers of revenue, expenses, margins, and profitability.</li><li>Collect, organize, and analyze large data sets to identify trends, evaluate performance, and develop actionable recommendations.</li><li>Prepare executive-level financial reports, presentations, and summaries for senior leadership meetings and strategic discussions.</li></ul><p><br></p>
- 2026-11-10T21:53:43Z
- Hartford, CT
- onsite
- Temporary / Contract
- 66.50 - 77.00 USD / Hourly
- <p>We are looking for a strategic Chief Financial Officer to join our team on a Contract basis. This role will guide financial planning, liquidity management, and executive decision support while helping evaluate contractual and operational risk across the business. The ideal candidate brings strong judgment, analytical depth, and the ability to translate financial data into practical recommendations for leadership.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate commercial agreements, including security-related financing documents and confidentiality agreements, to identify financial exposure and reduce organizational risk.</p><p>• Assess customer and partner financial stability by reviewing company background, size, creditworthiness, and potential insolvency indicators through external business intelligence sources.</p><p>• Lead budgeting, forecasting, and financial modeling activities, including adapting plans into revised divisional reporting formats and providing analysis for senior leadership.</p><p>• Deliver executive-level insights through ad hoc financial reviews covering topics such as payment processing expenses, pricing considerations for major accounts, and commission structure analysis.</p><p>• Partner with operations, information technology, and other internal teams to examine cost drivers, support business cases, and improve financial decision-making.</p><p>• Support month-end close and financial reporting processes by ensuring accurate analysis of results, cash flow position, and capital needs.</p><p>• Assist with customs and tariff-related financial support in coordination with the Controller and other stakeholders as needed.</p><p>• Create clear documentation of finance processes, analyses, and key responsibilities to support continuity and knowledge transfer.</p>
- 2026-11-11T21:43:42Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 209999.00 - 335000.00 USD / Yearly
- We are looking for a strategic finance leader to strengthen the firm’s planning, reporting, and analytical capabilities in Minneapolis, Minnesota. This position will work closely with senior leadership to turn financial and operational data into practical recommendations that guide business decisions and support long-term goals. The role will also shape a more advanced analytics function by improving reporting tools, performance visibility, and insight generation across the organization.<br><br>Responsibilities:<br>• Direct the annual budget cycle, rolling forecasts, and long-range financial planning activities to support business priorities and performance goals.<br>• Collaborate with executive leadership to evaluate revenue trends, margin performance, productivity measures, and other indicators that influence financial results.<br>• Build financial models that inform strategic initiatives, investment decisions, and resource planning across the firm.<br>• Deliver clear analysis and well-supported recommendations that help leaders make informed operational and strategic choices.<br>• Oversee the rollout and broader use of analytics and business intelligence solutions that strengthen reporting and decision support.<br>• Create and refine executive dashboards, key performance metrics, and management reports for senior stakeholders.<br>• Interpret complex financial and operational information and present findings in a concise, accessible format for leadership audiences.<br>• Drive deeper trend analysis, forecasting, and profitability assessment to uncover opportunities for improved financial performance.<br>• Lead and mentor finance team members while promoting strong analytical practices, accountability, and continuous improvement.<br>• Support month-end close and cash flow forecasting processes by ensuring accurate financial insight and timely performance reporting.
- 2026-11-10T20:43:47Z
- Cinncinnati, OH
- onsite
- Temporary / Contract
- 70.00 - 80.00 USD / Hourly
- <p>We are looking for an experienced Internal Audit Director to support a Long-term Contract engagement in Downtown, NYC. This role will serve as a senior risk and controls leader embedded within business operations, helping strengthen oversight, improve control execution, and reduce operational exposure. The position partners closely with operational and governance stakeholders to monitor issues in real time, assess control effectiveness, and promote compliance with regulatory and organizational standards. </p><p><br></p><p>Candidates with hospital/healthcare industry experience highly preferred! Experience auditing supply chain functions also desirable!</p><p><br></p><p>Responsibilities:</p><p>• Lead ongoing oversight of operational controls by reviewing daily activity, identifying breakdowns quickly, and driving timely corrective action.</p><p>• Design and maintain recurring control routines across daily, weekly, and monthly timeframes to support consistent execution and monitoring.</p><p>• Evaluate alerts, exception reporting, and other operational indicators to detect emerging risks and escalate material concerns when needed.</p><p>• Conduct risk and control assessments to measure control effectiveness, document gaps, and recommend practical improvements.</p><p>• Partner with business, audit, and automation teams to strengthen end-to-end processes and increase reliability across operations.</p><p>• Develop audit-oriented plans and monitoring approaches that align with governance expectations and support a strong first line of defense framework.</p><p>• Prepare clear reporting for leadership and oversight groups, including summaries of control performance, issues, and remediation progress.</p><p>• Support control design and operational readiness for process changes or system-related updates when applicable.</p>
- 2026-11-10T17:33:41Z
- Oakland, CA
- remote
- Permanent / Full Time
- 150000.00 - 225000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
- 2026-11-09T05:58:42Z
- San Francisco, CA
- remote
- Permanent / Full Time
- 150000.00 - 225000.00 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
- 2026-11-09T05:53:41Z
- Overland Park, KS
- remote
- Temporary / Contract
- - USD / Hourly
- We are looking for an experienced Audit Manager to support information systems audit activities for a long-term contract opportunity in Overland Park, Kansas. This role is well suited for a detail-oriented individual who can evaluate technology controls, guide compliance testing efforts, and provide clear recommendations that strengthen risk management practices. The ideal candidate brings strong knowledge of IT audit frameworks and can partner effectively with stakeholders to assess control design and operating effectiveness.<br><br>Responsibilities:<br>• Lead information systems audit engagements, overseeing planning, execution, and reporting for assigned areas of review.<br>• Assess IT general controls to determine whether processes and safeguards are designed and operating effectively.<br>• Perform and coordinate Sarbanes-Oxley testing activities, documenting results and identifying control gaps or exceptions.<br>• Review systems, applications, and related processes to evaluate risk exposure and alignment with internal policies and regulatory expectations.<br>• Prepare clear audit workpapers, summaries, and reports that communicate findings, root causes, and practical recommendations.<br>• Collaborate with business and technology stakeholders to discuss observations, validate evidence, and support remediation planning.<br>• Monitor follow-up actions on audit findings and track progress toward corrective measures.<br>• Provide guidance to audit team members and contribute senior-level expertise on IT audit methodology and control evaluation.
- 2026-11-06T21:23:44Z
- Glen Allen, VA
- onsite
- Permanent / Full Time
- 80000.00 - 100000.00 USD / Yearly
- <p>We are looking for a Financial Analyst to join a growing distributor in Glen Allen, Virginia. This role supports planning, reporting, and performance analysis across key areas of the business, helping leaders make informed financial decisions. The ideal candidate brings strong analytical judgment, works well in a dynamic environment, and communicates insights clearly to both cross-functional partners and senior leadership.</p><p><br></p><p>Responsibilities:</p><p>• Build, update, and refine financial forecasts for major statements, including profitability, financial position, and cash movement projections.</p><p>• Contribute to the yearly budget cycle and ongoing reforecasting efforts by gathering departmental assumptions and aligning submissions with broader financial objectives.</p><p>• Produce and circulate recurring reports covering financial results, inventory trends, supply chain performance, and operational metrics.</p><p>• Work closely with inventory and business partners to evaluate stock-related performance and provide actionable analysis.</p><p>• Support the administration of the Adaptive planning system and assist users with day-to-day questions and issue resolution.</p><p>• Perform variance analysis to identify key drivers behind results and highlight risks or opportunities for management review.</p><p>• Develop ad hoc analyses and financial models to support planning, decision-making, and business performance discussions.</p>
- 2026-11-06T18:04:21Z
- Boston, MA
- onsite
- Permanent / Full Time
- 200000.00 - 230000.00 USD / Yearly
- <p><strong><em><u>Head of FP& A — Private Equity / Family Office</u></em></strong></p><p> > Boston Area - Hybrid - mostly on site, so one needs to live commutable to Boston.</p><p> > $200–230K base + bonus | Total cash expectation high $200s–low $300s</p><p><br></p><p><strong><u>The Opportunity</u></strong></p><p>A diverse Boston-area PE / family office is seeking an FP& A leader to serve as a trusted financial partner at the highest level of the organization. This is not a traditional FP& A role — it offers direct, regular visibility with senior leadership and the opportunity to own financial models end-to-end while providing the narrative and strategic context behind the numbers.</p><p>The family office is dynamic, fast-moving, and deeply engaged — think lots of variety, meaningful projects, and real upside for the right person.</p><p><br></p><p><strong><u>What You'll Do</u></strong></p><ul><li>Own financial models and translate outputs into clear, compelling narratives for senior leadership</li><li>Partner directly with leadership teams on strategic financial analysis and decision support</li><li>Drive FP& A processes across a diverse and active investment portfolio</li><li>Lead project management and analytical initiatives across the family office</li><li>Bring structure and rigor to financial planning in a high-visibility, entrepreneurial environment</li></ul><p><br></p>
- 2026-10-29T19:08:46Z
- Atlanta, GA
- onsite
- Temporary / Contract
- 60.00 - 70.00 USD / Hourly
- We are looking for an experienced Audit Manager to support a non-profit organization through a contract engagement. This role will lead internal audit activities that strengthen accountability, evaluate controls, and improve operational and financial practices across the organization. The ideal candidate will bring strong judgment, a hands-on approach to audit execution, and the ability to communicate findings clearly to leadership and stakeholders.<br><br>Responsibilities:<br>• Guide and oversee Lead Internal Auditors by assigning work, reviewing audit documentation, and ensuring completed audits meet detailed standards and organizational expectations.<br>• Direct financial, operational, compliance, and information systems audits to assess internal controls, identify exposure areas, and measure how effectively business processes are performing.<br>• Contribute to the creation and execution of the annual audit strategy by aligning audit priorities with risk evaluations and organizational objectives.<br>• Examine financial records, operational activities, and system-related evidence to uncover control gaps, inefficiencies, or potential fraudulent activity, and recommend practical corrective actions.<br>• Develop thorough audit reports that summarize observations, outline business impact, and present actionable recommendations along with management responses.<br>• Present audit outcomes to senior leaders and key stakeholders, providing clear insight into risks, findings, and opportunities for process improvement.<br>• Support testing related to IT general controls and Sarbanes-Oxley compliance requirements where applicable within the audit scope.<br>• Monitor follow-up activities on audit findings to verify that corrective actions are implemented effectively and within expected timeframes.
- 2026-10-27T15:23:44Z
- Jersey City, NJ
- onsite
- Permanent / Full Time
- 200000.00 - 220000.00 USD / Yearly
- We are looking for a strategic leader to build and oversee an enterprise-wide framework for evaluating capital initiatives and managing IT investment capacity in Jersey City, New Jersey. This position sits within FP& A and serves as the central coordinator for intake, assessment, tracking, and executive governance across the project portfolio. The role combines financial insight, portfolio oversight, and cross-functional facilitation to help senior leaders make informed investment decisions and connect approved initiatives to planning, forecasting, and budgeting activities.<br><br>Responsibilities:<br>• Build and manage a centralized governance model for capital investments and enterprise IT capacity, ensuring consistent oversight across the organization.<br>• Create clear standards for project intake, assessment methodology, approval pathways, and reporting expectations to support disciplined decision-making.<br>• Lead the review of business case submissions by partnering with stakeholders to strengthen assumptions, clarify scope, and evaluate expected benefits, costs, risks, and delivery timelines.<br>• Work closely with business, finance, and technology leaders to align priorities, clarify decision rights, and maintain an objective approach to portfolio governance.<br>• Convert complex project, financial, and operational information into concise executive-ready materials that support leadership discussions and approvals.<br>• Deliver recurring portfolio updates that highlight proposed initiatives, active project performance, resource capacity, key risks, and overall investment status.<br>• Monitor approved initiatives against spending plans, milestones, and expected outcomes, and raise concerns when performance differs from original expectations.<br>• Integrate portfolio governance outputs into annual planning, budgeting, forecasting, and longer-range financial plans in partnership with FP& A colleagues.<br>• Refine governance and tracking processes over time so the framework remains practical, scalable, and effective as portfolio demands evolve.
- 2026-10-21T19:14:07Z
- Colorado Springs, CO
- onsite
- Permanent / Full Time
- 100000.00 - 150000.00 USD / Yearly
- <p><strong>Future Executive Leadership Opportunity</strong></p><p>Ready to make a bigger impact than just hitting sales goals?</p><p>A growing, well-capitalized community bank is seeking a <strong>Relationship Banking Leader</strong> to help oversee branch operations, support branch teams, and develop key customer relationships throughout the market. This is more than a traditional banking leadership position. The organization is intentionally investing in its next generation of leaders and is looking for someone who wants to broaden their influence across the bank while gaining exposure to executive-level decision-making, strategy, and growth initiatives. For the right individual, this role offers a clear path toward expanded leadership responsibilities and future executive opportunities.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Lead and support branch personnel, including managers, tellers, and customer-facing staff</li><li>Ensure smooth branch operations and an exceptional customer experience</li><li>Partner with lending, operations, and deposit teams to support customer needs</li><li>Build relationships with business owners, community leaders, and high-net-worth clients</li><li>Participate in networking events and community engagement activities</li><li>Serve as a trusted resource for both customers and employees</li><li>Help drive continued growth while maintaining a strong community banking culture</li><li>Gain exposure to strategic initiatives and leadership discussions that impact the direction of the bank</li></ul><p><strong>Ideal Background</strong></p><p><strong>We're interested in banking professionals who bring a combination of experience in:</strong></p><ul><li>Branch Management</li><li>Treasury Management</li><li>Private Banking or Investments</li><li>Commercial Lending</li><li>Mortgage Lending</li><li>Market Leadership</li><li>Retail Banking Leadership</li><li>Regional Banking Management</li></ul><p>The ideal candidate enjoys both the people side and the business side of banking and is interested in growing beyond a traditional branch leadership role.</p><p><br></p><p><strong>What Makes This Different</strong></p><ul><li>No aggressive sales quotas</li><li>Relationship-focused culture</li><li>Strong executive visibility and mentorship</li><li>Community banking environment</li><li>Established and loyal customer base</li><li>Opportunity to work alongside senior leadership</li><li>Growth-oriented organization focused on developing future leaders</li><li>Clear long-term advancement potential</li></ul><p><strong>Who Thrives Here</strong></p><p><strong>This opportunity is ideal for a banking professional who wants to:</strong></p><ul><li>Build meaningful client and community relationships</li><li>Lead and develop high-performing teams</li><li>Expand their influence beyond day-to-day branch operations</li><li>Gain exposure to executive leadership and strategic decision-making</li><li>Position themselves for future senior leadership opportunities within a growing organization</li></ul><p>If you're looking for a role where your potential is valued as much as your experience, we'd welcome the opportunity to connect.</p>
- 2026-10-16T13:43:45Z
- Chico, CA
- onsite
- Permanent / Full Time
- 200000.00 - 220000.00 USD / Yearly
- We are looking for an experienced Chief Financial Officer to guide the financial direction of our organization in Chico, California. This executive will partner closely with leadership to strengthen fiscal performance, support long-term growth, and build trusted relationships across the business. The ideal candidate brings strong judgment in planning, forecasting, and financial oversight while maintaining a high standard of accountability and operational excellence.<br><br>Responsibilities:<br>• Lead the organization’s financial strategy and align budgeting priorities with broader business objectives.<br>• Oversee annual budgets, rolling forecasts, and financial models to support informed executive decision-making.<br>• Provide leadership on financial controls, reporting accuracy, and risk management across core operations.<br>• Foster productive relationships with internal stakeholders, external partners, and key business contacts.<br>• Review financial performance regularly and recommend actions to improve profitability, efficiency, and cash management.<br>• Direct audit preparation and coordinate with auditors to ensure timely, accurate, and compliant outcomes.<br>• Support executive leadership by translating financial data into practical insights and strategic recommendations.<br>• Manage finance-related inquiries from stakeholders and ensure responses are handled professionally and effectively.
- 2026-11-11T21:23:44Z
- Wood Dale, IL
- onsite
- Permanent / Full Time
- 120000.00 - 130000.00 USD / Yearly
- <p><em>The salary range for this position is $120,000-$130,000 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>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Lead Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>This is a highly visible role provides information and conducts analysis on total company financial performance, outlook, and plan. You will analyze business unit performance and coordinate interactions with business unit finance leaders to optimize our financial processes and results.</p><p><br></p><p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul><p><br></p>
- 2026-11-12T21:38:43Z
- Bridgewater, NJ
- onsite
- Permanent / Full Time
- 175000.00 - 200000.00 USD / Yearly
- <p><strong>Benefits</strong></p><ul><li>Paid Time off</li><li>Competitive base pay salary plus annual performance-based bonus</li><li>Comprehensive health benefits including medical, dental, and vision coverage</li><li>401k Plan</li></ul><p>Our client, located in Bridgewater, is a leading multi-site consumer services organization with a strong market presence, a track record of sustained growth, and a commitment to operational excellence, innovation, and long-term value creation.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare materials for quarterly board meetings with a high degree of independence, clarity, and analytical rigor.</li><li>Analyze business performance, identify trends and opportunities, and deliver meaningful reporting to help maximize revenue and operational efficiency.</li><li>Lead the annual budget and rolling forecast processes.</li><li>Develop, maintain, and improve financial models related to store performance, budget, capital expenditures, liquidity, and other key areas of the business.</li><li>Engage with lenders on new deal opportunities through putting together comprehensive lender packages with site underwriting as well as assisting in the close process.</li><li>Leverage AI, automation, and advanced analytical tools to develop meaningful business reporting, dashboards, and reporting packages that support data-driven decision-making. Identify opportunities to streamline workflows, improve efficiency, and serve as an internal subject matter expert and business partner in driving AI adoption across the organization.</li><li>Support in the development of tools to better underwrite real estate capital decisions.</li><li>Prepare monthly management reporting, including MD& A, KPI reporting, and budget-to-actual variance analyses, using finalized financial results to provide actionable business insights and reporting to stakeholders to drive business decisions.</li><li>Partner closely with Sales Operations, Marketing, and other corporate functions to provide financial insights and actionable recommendations that support key business decisions, drive revenue growth, and improve profitability.</li><li>Put together monthly, quarterly, and annual reporting as it relates to ongoing compliance obligations.</li><li>Provide monthly trend analyses and fulsome quarterly reforecasting to update performance vs. expectations.</li></ul>
- 2026-11-12T14:43:44Z
- 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
- Beverly, MA
- onsite
- Temporary / Contract
- 67.29 - 77.91 USD / Hourly
- We are looking for an experienced Audit Manager to support a long-term contract engagement in Beverly, Massachusetts. This role focuses on strengthening audit readiness by evaluating IT control environments, documenting processes, and guiding control testing activities. The ideal candidate brings a strong background in information systems audit, works effectively in a hybrid setting with three days onsite, and can translate complex control issues into practical remediation plans.<br><br>Responsibilities:<br>• Lead the development of a risk-based audit approach that aligns testing activities with critical business and technology controls.<br>• Review and document control processes through clear narratives, flow descriptions, and supporting audit evidence.<br>• Identify significant IT and business controls and assess whether they are properly designed to address key risks.<br>• Execute and oversee testing of key controls, including IT general controls and Sarbanes-Oxley related procedures.<br>• Partner with stakeholders to evaluate control gaps, recommend corrective actions, and track remediation efforts through resolution.<br>• Use Excel and related audit documentation tools to organize testing results, maintain workpapers, and summarize findings for leadership.<br>• Provide guidance to internal teams on audit expectations, evidence standards, and control effectiveness within the engagement scope.
- 2026-11-11T15:43:44Z
- Las Vegas, NV
- onsite
- Permanent / Full Time
- 150000.00 - 170000.00 USD / Yearly
- <p>We are seeking a strategic finance leader to oversee financial planning, forecasting, and performance analysis for our client’s organization in Las Vegas, Nevada. This position will work closely with executive leadership to provide meaningful financial insights, inform critical business decisions, and enhance reporting for multiple stakeholder groups. The ideal candidate offers strong financial modeling capabilities, solid business judgment, and proven experience leading a high-performing FP& A team within a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and present monthly financial reporting packages, customizing analysis and commentary for executives, ownership, and other organizational stakeholders.</li><li>Lead the annual budgeting process, gathering and coordinating departmental inputs and consolidating them into a comprehensive financial plan.</li><li>Assess potential acquisition opportunities through financial modeling, scenario analysis, and evaluation of transaction viability.</li><li>Manage the preparation and oversight of pro forma financial reporting maintained outside of the general ledger.</li><li>Develop and enhance financial models, tools, and reporting resources that enable operational leaders to track performance and make informed business decisions.</li><li>Oversee organization-wide forecasting, ensuring assumptions are properly supported and projections remain consistent with current business conditions.</li><li>Deliver timely ad hoc financial analysis to senior leadership in support of strategic initiatives, operational needs, and investment decisions.</li><li>Lead, mentor, and develop a team of financial analysts, establishing priorities and ensuring consistently high analytical standards.</li></ul><p><br></p>
- 2026-11-10T17:48:58Z
- Birmingham, MI
- onsite
- Permanent / Full Time
- 160000.00 - 185000.00 USD / Yearly
- We are looking for an experienced IT Audit Manager to lead technology-focused audit activities for a manufacturing organization. This role is ideal for someone who can evaluate internal controls, strengthen risk management practices, and support compliance efforts across critical systems and processes. The successful candidate will partner with business and technology stakeholders to identify control gaps, recommend practical improvements, and help maintain a strong governance environment.<br><br>Responsibilities:<br>• Lead and execute IT audit engagements, including planning, fieldwork, testing, and reporting for systems, applications, and infrastructure controls.<br>• Assess the design and effectiveness of IT general controls and recommend corrective actions that reduce risk and improve compliance.<br>• Oversee Sarbanes-Oxley related testing activities for technology controls and monitor remediation efforts through completion.<br>• Review access management, change management, backup, recovery, and other key control areas to confirm alignment with internal policies and regulatory expectations.<br>• Partner with cross-functional leaders to communicate audit findings, provide actionable recommendations, and support sustainable process improvements.<br>• Supervise audit documentation and maintain clear workpapers that support conclusions, regulatory reviews, and internal standards.<br>• Guide audit team members who are new to the role by providing direction, feedback, and quality oversight throughout the audit lifecycle.<br>• Contribute to risk assessments and annual audit planning by identifying emerging technology risks and prioritizing high-impact areas for review.
- 2026-11-10T15:48:43Z
- Glens Falls, NY
- onsite
- Permanent / Full Time
- 60000.00 - 70000.00 USD / Yearly
- <p>Our client is seeking a <strong>Payments Operations Team Lead (ACH & Wire)</strong> to join its operations team. This position is ideal for an experienced payments, deposit operations, or treasury professional looking to combine hands-on operational responsibilities with team leadership, process improvement, and regulatory compliance oversight.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee daily ACH and wire processing activities, ensuring transactions are completed accurately and on time.</li><li>Provide leadership, guidance, and workflow oversight to a team of payment operations professionals.</li><li>Manage ACH origination, returns, reversals, exception processing, and related operational activities.</li><li>Support domestic and international wire transfer operations, including approvals, callbacks, exception handling, and issue resolution.</li><li>Monitor operational risk, identify potential fraud indicators, and assist with remediation efforts.</li><li>Conduct ACH risk reviews, exposure monitoring, and compliance-related assessments.</li><li>Ensure adherence to NACHA rules, OFAC requirements, BSA/AML regulations, Regulation E, and internal policies.</li><li>Support audits, internal control reviews, and operational risk management initiatives.</li><li>Participate in process improvement efforts, system enhancements, testing, and implementation of new payment technologies.</li><li>Collaborate with cross-functional teams to improve workflows, resolve issues, and support business objectives.</li><li>Assist with training, coaching, quality reviews, and development of team members.</li></ul><p><br></p>
- 2026-11-10T14:48:43Z
- Portsmouth, NH
- onsite
- Permanent / Full Time
- - USD / Yearly
- <p>For immediate consideration, connect with Casey Wiggin on LI.</p><p>Client open to profiles, including someone who has led the FP& A function, but may not be at the Director Level yet... are you up for the challenge??</p><p><br></p><p>We are looking for a strategic finance leader to guide planning, forecasting, and performance analysis for our organization in Portsmouth, New Hampshire. This role works closely with senior leadership to translate financial and operational data into recommendations that improve results and support long-term growth. The ideal candidate brings strong experience in FP& A, reporting, and financial modeling within a fast-moving, multi-site environment, preferably with exposure to private equity-backed healthcare operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual planning cycle by developing comprehensive income statement, balance sheet, and cash flow projections for the business.</p><p>• Own the monthly forecast process, ensuring updates reflect current trends, risks, and opportunities across the organization.</p><p>• Evaluate financial performance against established plans and produce leadership-ready reports that explain variances and recommend next steps.</p><p>• Create and maintain financial models that support expansion efforts, provider ramp-up planning, strategic investments, and potential transactions.</p><p>• Collaborate with operational and clinical leaders to define meaningful performance measures, track outcomes, and identify ways to strengthen profitability.</p><p>• Lead the advancement of business intelligence reporting by improving dashboards, analytics tools, and visibility into operational and financial metrics.</p><p>• Work with technology and data teams to strengthen data quality, governance practices, and the flow of information into reporting platforms.</p><p>• Supervise and develop a team of FP& A and BI professionals, encouraging accountability, growth, and cross-functional partnership.</p><p>• Prepare analyses and reporting needed for lender obligations, equity sponsor updates, board presentations, and other executive-level reviews.</p><p>• Conduct financial evaluations related to pricing, cost optimization, capital deployment, acquisitions, integrations, and new site development.</p>
- 2026-11-09T13:04:13Z
- 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
- Mill Valley, CA
- remote
- Permanent / Full Time
- 140000.00 - 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>Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days)</strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</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
- Jersey City, NJ
- onsite
- Permanent / Full Time
- 130000.00 - 180000.00 USD / Yearly
- We are looking for an experienced Financial Planning & Analysis Manager to join a growing insurance organization in Jersey City, New Jersey. This role is ideal for a finance specialist who can translate complex business performance into clear forecasts, actionable insights, and well-supported recommendations for leadership. The position offers the opportunity to work closely with cross-functional stakeholders in a collaborative environment while contributing to budgeting, reporting, and strategic planning activities.<br><br>Responsibilities:<br>• Lead the budgeting, forecasting, and long-range planning process to support financial decision-making across the business.<br>• Build and maintain financial models that evaluate performance trends, business drivers, and future scenarios.<br>• Analyze monthly and quarterly results, explain key variances, and present meaningful insights to senior leaders.<br>• Partner with operational and business teams to improve expense management and strengthen financial visibility.<br>• Prepare management reports, dashboards, and presentations that communicate financial performance in a clear and concise manner.<br>• Support strategic initiatives by assessing financial impact, identifying risks, and recommending data-driven actions.<br>• Use planning and reporting tools, including Adaptive Insights, to enhance forecasting accuracy and streamline analysis.<br>• Contribute to ongoing improvements in financial planning processes, reporting standards, and internal controls.
- 2026-11-03T20:38:42Z
- Bloomington, MN
- onsite
- Permanent / Full Time
- 140000.00 - 215000.00 USD / Yearly
- <p>We’re partnering with an organization seeking a Director of Internal Audit to lead internal audit, risk management, and advisory initiatives across a designated business segment. This role will oversee strategic, financial, operational, and IT audits; develop risk-based audit plans; coordinate external and third-party audits; and evaluate business processes, systems, and internal controls. The Director will partner closely with leadership to communicate findings, develop practical solutions, establish audit priorities, and strengthen the organization’s overall risk management strategy. This individual will also lead and develop the internal audit team, manage staffing and co-sourcing strategies, and oversee departmental budgets and forecasts. This is a high-impact leadership opportunity for an experienced audit professional looking to influence business strategy and organizational performance.</p><p><br></p><p>This opportunity comes with medical, dental/vision, life insurance, PTO, LTIs, and much more! </p>
- 2026-10-30T13:48:43Z