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6 results for Portfolio Manager in Shelton, CT

Portfolio Administrator
  • Wantagh, NY
  • onsite
  • Permanent / Full Time
  • 70000 - 80000 USD / Yearly
  • We are looking for a detail-oriented Portfolio Administrator to support day-to-day accounting operations in Stony Brook, New York. This position focuses on maintaining accurate financial records, processing transactions efficiently, and helping keep billing and payment activities organized. The ideal candidate is comfortable working with accounting software, handling high-volume data entry, and ensuring financial information is recorded with precision.<br><br>Responsibilities:<br>• Process vendor invoices, verify supporting details, and ensure payments are entered accurately and submitted on schedule.<br>• Record incoming payments, update customer account balances, and help resolve discrepancies related to receivables.<br>• Maintain complete and accurate financial records by entering transaction data into accounting systems and reviewing entries for accuracy.<br>• Use QuickBooks and related tools to track payables, receivables, and routine account activity.<br>• Review billing documents for completeness, follow up on missing information, and support timely invoice processing.<br>• Assist with account reconciliations by comparing system records with supporting documentation and identifying variances.<br>• Prepare routine financial and administrative reports to support accounting operations and internal recordkeeping.
  • 2026-09-01T00:00:00Z
Project Manager
  • Poughkeepsie, NY
  • onsite
  • Temporary / Contract
  • 25 - 28 USD / Hourly
  • <p>We are looking for a Program Coordinator to support an initiative at our organization in Poughkeepsie, New York. This Long-term Contract position is ideal for a self-directed individual who can coordinate across multiple stakeholders, keep complex activities on track, and communicate clearly with both internal teams and external partners. The role combines program oversight, customer engagement, and data-informed decision-making in a fast-paced, deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate program activities for commercial customer initiatives, ensuring tasks, timelines, and deliverables remain organized and aligned across participating groups.</p><p>• Serve as a central point of communication among internal teams, implementation partners, and public-sector stakeholders to keep projects moving efficiently.</p><p>• Build strong relationships with customers by representing the program through webinars, seminars, and other outreach events.</p><p>• Translate program updates, issues, and changing requirements into clear communications for relevant partners and decision-makers.</p><p>• Review reporting and performance data to identify trends, support recommendations, and help guide program direction.</p><p>• Provide day-to-day project management support, including tracking milestones, monitoring progress, and addressing issues that may affect deadlines.</p><p>• Contribute to customer education efforts by explaining program offerings and helping participants understand available opportunities.</p><p>• Support time-sensitive deliverables in a deadline-oriented workflow, with flexibility to work additional hours when project demands require it.</p>
  • 2026-09-11T00:00:00Z
Finance Manager
  • Oxford, CT
  • onsite
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • <p>We are seeking an experienced Finance Manager for a long-term contract opportunity in Oxford, Connecticut. This is an excellent opportunity for a finance professional who enjoys owning key accounting and financial planning activities while making a direct impact on business performance. In this role, you will lead month-end close, reporting, forecasting, budgeting, and financial analysis, helping drive accurate financial results and support informed decision-making. The ideal candidate will bring strong analytical skills, hands-on experience with financial modeling and variance analysis, and the ability to succeed in a fast-paced, collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly close process by coordinating timelines, reviewing results, and ensuring financial records are completed accurately and on schedule.</p><p>• Prepare and analyze recurring financial reports that provide leadership with clear visibility into business performance and key trends.</p><p>• Build and maintain financial models to support budgeting, scenario planning, and operational decision-making.</p><p>• Evaluate financial results against forecasts and prior periods, identifying drivers, risks, and opportunities for improvement.</p><p>• Develop forward-looking projections and refine forecasting assumptions based on business activity and changing financial conditions.</p><p>• Partner with cross-functional stakeholders to gather inputs, explain results, and support strategic planning initiatives.</p><p>• Assess variances and present concise recommendations to improve financial performance and reporting accuracy.</p>
  • 2026-09-11T00:00:00Z
FP&amp;A Manager
  • Stamford, CT
  • onsite
  • Temporary / Contract
  • 50 - 60 USD / Hourly
  • <p>Our client in the Lower Fairfield, CT area has an opening for an FP&amp;A Manager on a consulting basis until the end of the year/January timeframe. The FP&amp;A Manager role will require a finance specialist who can operate independently, deliver clear business insights, and build forward-looking plans that support leadership decisions. The ideal candidate brings strong analytical judgment, advanced Excel expertise, and the ability to improve FP&amp;A processes through practical AI applications.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain driver-based financial models that support forecasting, scenario planning, and long-range business planning.</p><p>• Prepare recurring management reports and executive-level dashboards that provide timely visibility into financial performance and key trends.</p><p>• Translate complex financial data into actionable recommendations for senior leadership and business stakeholders.</p><p>• Lead planning activities across budgeting, forecasting, and performance analysis while ensuring accuracy and consistency in outputs.</p><p>• Identify, evaluate, and promote high-value AI use cases within FP&amp;A to strengthen analysis, reporting, and decision support.</p><p>• Organize priorities, timelines, and deliverables across the FP&amp;A roadmap in a standalone role with a high level of ownership.</p><p>• Develop reporting tools and dashboard solutions that improve transparency and help leaders monitor operational and financial drivers.</p><p>• Partner cross-functionally to gather inputs, validate assumptions, and refine financial plans based on changing business needs.</p><p>• Support planning system enhancements and contribute expertise in financial reporting programs as needed</p><p><br></p><p>If you are interested in this FP&amp;A Manger opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line &quot;FP&amp;A Manager&quot; </p>
  • 2026-09-03T00:00:00Z
Project Accountant
  • Port Washington, NY
  • onsite
  • Permanent / Full Time
  • 70000 - 95000 USD / Yearly
  • We are looking for a Project Accountant to join a growing team in Port Washington, New York. This position is ideal for someone with strong construction accounting experience who can oversee high-volume project billing while staying organized in a fast-moving environment. The role works closely with project managers and senior leadership to support accurate financial reporting and maintain visibility into project performance.<br><br>Responsibilities:<br>• Oversee billing activities for multiple construction-related projects, ensuring invoices are prepared accurately and submitted on schedule.<br>• Partner with project managers to track job financials, review costs, and address billing or budget questions throughout the project lifecycle.<br>• Prepare and maintain project-level accounting records, including revenue, expenses, contract values, and payment activity.<br>• Generate financial reports for leadership that highlight project status, billing progress, and key account activity.<br>• Use AS400 and advanced Microsoft Excel tools to analyze data, reconcile accounts, and support reporting needs.<br>• Monitor accounts receivable related to project work and follow up on outstanding balances when needed.<br>• Assist with month-end close tasks by reviewing project transactions, reconciling discrepancies, and supporting accurate financial results.<br>• Coordinate with internal stakeholders to help ensure project accounting processes align with construction contract requirements.
  • 2026-09-01T00:00:00Z
FP&A Manager
  • Bethel, CT
  • onsite
  • Permanent / Full Time
  • 100000 - 140000 USD / Yearly
  • We are looking for an experienced FP&amp;A Manager to join a growing medical device manufacturing organization in Bethel, Connecticut. This position plays a key role in guiding financial planning, performance analysis, and decision support for leadership through accurate reporting and forward-looking insights. The ideal candidate brings strong analytical depth, manufacturing finance expertise, and the ability to turn complex data into practical recommendations that improve business results.<br><br>Responsibilities:<br>• Partner with finance leadership to support the monthly close by reviewing financial results, identifying trends, and explaining performance drivers.<br>• Build and enhance structured planning processes for pricing analysis, gross margin reporting, sales forecasting, and working capital performance.<br>• Prepare and manage monthly, quarterly, and annual forecasts, while contributing to the development of the annual operating budget and long-range financial plans.<br>• Evaluate capital spending, revenue expectations, and strategic initiatives through financial models that support sound business decisions.<br>• Collaborate with leaders across the organization to develop business cases for investments, operational projects, and resource allocation decisions.<br>• Produce recurring management reporting and business review materials that highlight financial performance, risks, and opportunities.<br>• Examine financial and operational practices to identify process improvements that strengthen reporting accuracy, cash flow visibility, and overall efficiency.<br>• Lead ad hoc analysis and cross-functional projects related to benchmarking, profitability, planning, and broader business performance needs.
  • 2026-09-10T00:00:00Z