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47 results for Business Analyst Derivatives Trading Platform in Stamford, CT

Business Systems Analyst We are offering a contract to permanent employment opportunity for a Business Systems Analyst in New York. The role is within the insurance industry and requires a comprehensive understanding of front-to-back Calypso derivatives solutions. The successful candidate will be expected to train and transfer knowledge to business and technology stakeholders.<br><br>Responsibilities<br>• Implement and support the Calypso Back-Office system, focusing on post-trade processing areas including Trade validation, Cross-Asset Accounting, Settlements, Reconciliations, and Regulatory and Internal reporting.<br>• Demonstrate functional experience in support of various Asset Classes, such as Foreign Exchange (FX), Fixed Income and Money Market (FI/MM), Interest Rate Derivatives (IRD), FX Derivatives (FXD), Credit Derivatives, Equities and Equity Derivatives, and Commodities and Commodity Derivatives.<br>• Leverage knowledge of Market Risk, FRTB, VaR (Parametric, Monte Carlo, Historical simulation), Back Testing, Stress testing, Sensitivities and Scenario analysis.<br>• Utilize data analysis tools such as Excel, SQL, or similar to manage and analyze data.<br>• Configure Standard & Custom Interfaces within Calypso, set up Quote Feeds from Bloomberg, establish Interest Rate Curves & other market data, and set up Dividend Curves for Custom Index.<br>• Translate Historical Volatility of Volatility-controlled indexes to a Volatility Surface to be used in Calypso, and set up pricing configuration & pricing parameters.<br>• Monitor end-of-day processing. Sr. Financial Analyst <p>Our manufacturing and consumer product company is in search of a Sr. Financial Analyst to become part of their established manufacturing team based in Rahway, New Jersey. This role involves a range of responsibilities including shaping financial strategies, pricing, providing key financial insights, and contributing to the overall profitability of the organization.</p><p> </p><p>Responsibilities:</p><p>• Utilize financial models to support decisions and strategic planning.</p><p>• Collaborate with various teams in a dynamic, fast-paced environment.</p><p>• Generate actionable recommendations based on financial insights and present them to stakeholders.</p><p>• Handle pricing analysis and cost analysis to maximize profitability.</p><p>• Leverage market research to inform and enhance pricing methodologies and strategies.</p><p>• Foster a culture of precision and accuracy in all financial reporting.</p><p>• Implement your strong quantitative and analytical skills in daily tasks.</p><p>• Utilize tools such as Excel, Power BI, and Tableau for financial modeling.</p><p>• Apply knowledge of competitive analysis and market research techniques to business strategies.</p><p>• Ensure all accounting functions and budget processes are carried out efficiently.</p> Retail Financial Analyst <p>We are in the process of recruiting a Financial Analyst to join a Global Retail Company in Passaic County, NJ. The selected candidate will work within the retail industry, focusing on a variety of tasks on the Finance Team. This role has some flexibility to work from home. Great benefits and room for growth! </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Analyze financial data and develop financial models for decision support</p><p>• Budgeting and Forecasting for Sales, OPEX, CAPEX, Wholesale</p><p>• Presentations to upper management on findings</p><p>• Monthly P& L analysis</p><p>• Ad hoc reporting</p><p>• Prepare business reviews</p><p>• Work closely with the accounting team</p><p>• Ensure all financial operations align with the latest auditing standards</p><p>• Contribute to budget processes and capital management initiatives</p><p>• Engage with business partners and department heads to understand their budgeting needs and utilization.</p> Sr. Financial Analyst <p> The <em>Senior Analyst – Corporate Finance</em> will be at the center of our financial planning and analysis efforts, providing strategic insights across multiple business functions including HR, Sales, Marketing, and Supply Chain. This is a true generalist role where you’ll be challenged and rewarded as you strengthen your expertise across the business.</p><p><br></p><p>In this high-impact role, you’ll lead and execute financial analysis to support key business decisions. Your responsibilities will include:</p><p>·      Support management of financial planning, results reporting and decision support activities together with the implementation of systems, tools, controls and processes required to effectively govern budgets with an emphasis on marketing and SG& A.</p><p>·      Partner functionally to 1) facilitate clear understanding of P& L drivers for actual results and forecasted expectations, 2) identify risks and opportunities, 3) demonstrate active participation and 4) provide timely and accurate evaluation of business proposals.</p><p>·      Support the coordination and data population of budget and forecast submissions into Oracle EPM system.</p><p>·      Provide financial support including, but not limited to; variance and scenario analysis, model proforma P& Ls/ROI/ROAS in support of new product evaluation, pricing analysis, and other strategic/tactical initiatives.</p><p>·      Establish working knowledge of competitive and market factors that influence the companies brands and related segments, including category trends, key competitors, market shares, economic and retail dynamics.</p><p><br></p><p>We’re seeking a motivated professional who thrives in a lean, fast-paced environment and takes a proactive, hands-on approach to problem-solving. If any of the following describes you, we’d love to hear from you:</p><p>·      You’re a self-starter who can roll up your sleeves and take ownership of tasks.</p><p>·      You thrive in a collaborative but agile setting where multi-tasking and adaptability are key.</p><p>·      You enjoy breaking down complex problems into actionable solutions while contributing to diverse business functions.</p> Treasury Senior Analyst - Fortune 100 <p>We are offering an exciting opportunity for a Treasury Senior Analyst to join our team in the advertising industry, based in Stamford, Connecticut. This role primarily involves managing foreign exchange hedging on a global scale, with a secondary focus on intercompany dividends and funding. </p><p><br></p><p>Responsibilities:</p><p>• Identifying and mitigating FX risks; overseeing FX and intercompany transactions.</p><p>• Assisting in the development and management of FX exposure reports.</p><p>• Advising staff on currency risk mitigation and aiding with intercompany funding.</p><p>• Collaborating with accounting in hedge documentation and regulatory compliance.</p><p>• Ensuring efficient settlements, risk-managed capital flow operations, and tracking dividends.</p><p>• Calculating and conveying monthly FX valuation changes.</p><p>• Implementing due diligence in establishing intercompany interest rates.</p> Financial Planning & Analysis Manager <p>We are in search of a Financial Planning & Analysis Manager to become a part of our team in the financial services sector, based in New York. The individual will play a pivotal role in conducting comprehensive financial analysis, maintaining rolling forecasts, spearheading the annual budgeting process, and supporting treasury operations among other responsibilities. This role is integral to ensuring the financial health and strategic planning of our operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Take a leading role in the execution of comprehensive financial analysis, including variance, cost, and profitability analysis along with financial modeling.</p><p>• Establish and sustain rolling forecasts to ensure precise financial projections for both immediate and long-term planning.</p><p>• Actively participate in the annual budgeting process, ensuring collaboration and alignment with key stakeholders.</p><p>• Oversee department budgets, ensuring fiscal discipline and providing insights for cost management.</p><p>• Collaborate closely with the HR team to assess and evaluate compensation structures to ensure market competitiveness and internal equity.</p><p>• Actively contribute to the selection, coordination, and implementation of a new Enterprise Resource Planning (ERP) system.</p><p>• Support treasury operations, focusing on cash flow forecasting, liquidity planning, and financial risk management.</p><p>• Work in tandem with senior leadership to develop financial strategies, performance metrics, and reporting frameworks that drive decision-making across the firm.</p><p>• Prepare financial performance reports, variance analyses, and executive dashboards to provide actionable insights.</p><p>• Identify and implement process improvements to enhance financial reporting, planning, and operational efficiency.</p><p>• Undertake special projects and ad-hoc financial analyses to support executive leadership and business initiatives.</p><p>• Maintain strong relationships with internal stakeholders, ensuring clear communication and collaboration across teams.</p><p><br></p><p>Please send resumes directly to saravana.velayutham@roberthalf(.)com. If you're working with one of my colleagues in the tri-state area, please reach out to them and refer to job reference number 02940-0013176112</p><p><br></p> Business Unit Finance Manager <p><strong>Global manufacturer with operations and HQ in Northern NJ seeks a Finance Manager to oversee one of their operating divisions. </strong></p><p><strong>In this role you will lead a team of analysts evaluating business proposals and modeling costs and scenarios. Reporting to the CFO of this closely held defense/aerospace company, you will be responsible for providing the financial insight and feedback to senior executives on viability of bids/proposals.</strong></p><p><strong>Candidates for this role should have experience within the defense/aerospace industry, 10+ years of financial analysis and contract/bid modeling, experience presenting results to executives, collaborating with the business development team providing insight int viability of various scenarios. </strong></p> Sr. Financial Analyst <p>We are offering a contract to permanent employment opportunity for a Sr. Financial Analyst in Woodbridge, New Jersey. As a Sr. Financial Analyst, you will be instrumental in supporting finance functions including forecasting, analytics, and financial planning. </p><p><br></p><p>Responsibilities:</p><ol><li><strong>Strategic Financial Planning</strong>: Develop, implement, and oversee financial strategies, including forecasting, budgeting, and long-term financial planning to support business objectives. </li><li><strong>Financial Reporting and Compliance</strong>: Manage accurate and timely financial reporting while ensuring compliance with relevant regulations, tax laws, and corporate policies. Strong knowledge of ERP systems is typically required. </li><li><strong>Team Leadership and Development</strong>: Lead and mentor the finance team, ensuring effective performance management, training, and collaboration to foster a high-performing department. </li><li><strong>Risk Management</strong>: Identify and mitigate financial risks by evaluating business activities, reviewing internal controls, and ensuring the organization’s financial stability. </li></ol><p><strong>Data Analysis and Decision Support</strong>: Analyze financial data, develop KPIs, and provide actionable insights to senior management to guide decision-making and drive operational efficiency. </p> Cash Management Analyst We are offering a long-term contract employment opportunity for a Cash Management Analyst in Jersey City, New Jersey. In this role, you will be involved in various tasks related to cash management, including the processing of customer payments, managing cash transfers, and maintaining customer credit records. This position is set within the financial industry and is based in a traditional office environment.<br><br>Responsibilities:<br>• Efficiently process customer credit applications while maintaining accuracy<br>• Identify incoming payments and match them to the appropriate receivables<br>• Manage processes related to cash transfers, disbursements, and mark-offs<br>• Adhere to strict timelines to ensure quality work and efficient operations<br>• Collaborate effectively with both internal and external stakeholders and partners<br>• Utilize various receivable systems and policy administration tools to execute cash management operations<br>• Work closely with offshore partners to ensure seamless operations<br>• Monitor cash application completion by creating and running daily reports. CFO <p><strong><em>Position Type:</em></strong><em> Full-Time | </em><strong><em>Location: </em></strong><em>Wallingford, CT (Hybrid) |</em><strong><em> Industry:</em></strong><em> Financial Services/Lending </em></p><p><strong><em>Reference ID: </em></strong><em>BR</em>0013169736</p><p><strong><em>Contact:</em></strong><em> Brittany Rizzo / [email protected]</em></p><p><br></p><p><strong>About the Company:</strong></p><p>Well-established and rapidly growing lending company dedicated to providing tailored financing solutions to individuals and businesses. With their client-first approach, they combine innovation and expertise to facilitate accessible and flexible lending options that meet evolving market needs.</p><p><br></p><p><strong>Job Summary:</strong></p><p>The Chief Financial Officer (CFO) will play a pivotal role in shaping the financial future of our organization by providing strategic financial leadership, maximizing efficiency, and supporting business growth. The ideal candidate will bring a deep understanding of financial operations within the lending sector, an entrepreneurial mindset, and a proven track record of driving scalable results. This position will be a key right hand to the CEO, and will need to have an executive presence. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Strategic Leadership:</strong></p><ul><li>Collaborate with the executive team to develop and execute the company’s financial vision and strategy to support short- and long-term business objectives.</li><li>Assess and mitigate financial risks while aligning financial goals with operational and strategic initiatives.</li></ul><p><strong>Financial Operations Management:</strong></p><ul><li>Oversee all financial functions, including budgeting, forecasting, accounting, treasury, and audits.</li><li>Monitor cash flow, profitability, and key performance metrics to ensure operational efficiency and financial stability.</li></ul><p><strong>Compliance and Risk Management:</strong></p><ul><li>Ensure strict adherence to federal, state, and local regulations, particularly within the lending industry.</li><li>Develop and maintain internal controls, compliance procedures, and risk management strategies to safeguard the company’s assets.</li></ul><p><strong>Investor Relations:</strong></p><ul><li>Serve as the primary point of contact for banks, investors, and other financial stakeholders.</li><li>Prepare and present financial reports to the board of directors and key stakeholders.</li></ul><p><strong>Team Development and Leadership:</strong></p><ul><li>Build and mentor a high-performing finance team by fostering a collaborative and results-oriented environment.</li><li>Promote a culture of excellence and continuous improvement within the department.</li></ul><p><br></p> Accounts Receivable Manager <p>Our client in the Westchester, NY area has an opening for an Assistant Credit Manager. The Assistant Credit Manager will manage a team of 2 AR Clerks and play key role within our team involves managing delinquent accounts, analyzing trade references, adjusting customer credit limits and terms, and maintaining an updated customer database. This is a Consulting to Potential Full-Time opportunity.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the collection of delinquent accounts through direct communication with customers and sales staff</p><p>• Conduct detailed analysis of trade references and credit reports to assess the creditworthiness of both new and existing customers</p><p>• Set credit limits and terms for new customers based on their credit evaluation</p><p>• Regularly review and adjust credit limits and terms for existing customers, taking into account their payment history</p><p>• Approve orders for shipment by assessing the customer's balance and payment history</p><p>• Ensure the customer database is up-to-date and accurate, including credit terms and limits</p><p>• Assist in check scanning and cash applications when required</p><p>• Handle short payments by requesting payback or issuing credit memos</p><p>• Conduct billing via Electronic Data Interchange (EDI)</p><p><br></p><p>If you are interested in this Assistant Credit Manager opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line "Assistant Credit Manager"</p> Accounting Manager <p>Join a rapidly growing Consumer Packaged Goods (CPG) company in Jersey City that offers an exciting opportunity to partner with a dynamic and sharp team! We’re seeking an experienced Accounting Manager to drive crucial financial operations and ensure accuracy, while contributing to the company's continued success.</p><p><br></p><p>As the Accounting Manager, you will play a critical role in managing and optimizing the accounting functions for the company. Responsibilities include, but are not limited to:</p><ul><li>Oversee monthly and quarterly closings, ensuring accurate and timely financial reporting.</li><li>Perform general ledger (GL) analysis and review journal entries to uphold financial integrity.</li><li>Oversee account reconciliations and conduct balance sheet analysis to identify and resolve discrepancies.</li><li>Provide support for year-end closing activities and assist with external audits by preparing required documentation.</li><li>Prepare detailed and accurate financial statements and other operational reports.</li><li>Manage and supervise the Accounts Payable team, ensuring smooth day-to-day operations.</li><li>Supervise and mentor Staff Accountants, fostering professional development and maintaining team performance.</li><li>Conduct financial analysis to identify key insights and trends for leadership decision-making.</li><li>Collaborate on ad hoc special projects to support senior management initiatives.</li></ul><p><br></p><p>Preferred:</p><ul><li>CPA (Certified Public Accountant) certification or MBA (Master of Business Administration).</li><li>Foundational experience in public accounting.</li></ul><p>Skills and Attributes:</p><ul><li>Strong attention to detail with exceptional organizational and analytical abilities.</li><li>Ability to manage multiple priorities and meet deadlines in a fast-paced environment.</li><li>Proficiency in financial systems and software tools, alongside advanced Excel capabilities.</li></ul><p><br></p> Sr. Financial Analyst <p>Very large and profitable shipping and logistics company located in Essex County, NJ is seeking a strong Sr. Financial Analyst.  Candidate will be responsible for budgeting, forecasting, financial modeling, variance analysis and other FP& A functions.  No accounting in the role as the accounting functions are outsourced.  MUST have VERY STRONG EXCEL skills in addition to PowerPoint and good presentation / communication skills.  Degree in Accounting or Finance and 3+ years of corporate FP& A experience required here. Any experience with Oracle is a plus but not required.   Salary in the $80-110K plus bonus range depending on experience.  Position is fully ONSITE so must be comfortable being in the office every day.  Very high exposure to Sr. level management in this position as well.  </p> Director of Shared Service Operational Accounting <p> An international and employe friendly company in Bergen County is seeking a <strong>Senior Manager, Shared Services – Accounts Payable & Accounts Receivable</strong> to oversee the daily and overall management of the Accounts Payable (AP) and Accounts Receivable (AR) departments across all U.S. locations. This role will be responsible for ensuring <strong>timely and accurate cash disbursement and cash application</strong>, driving process improvements, and strengthening internal controls in a fast-paced, dynamic environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee the <strong>end-to-end AP and AR functions</strong>, ensuring accuracy, efficiency, and compliance with company policies and financial regulations.</li><li>Ensure <strong>Trade AP, Trade AR, Related Party, and Intercompany Accounts</strong> across all U.S. locations are accurately analyzed and reconciled to the general ledger on a monthly basis.</li><li>Provide <strong>strong leadership</strong> in managing the <strong>Accounts Payable Shared Services setup</strong>, focusing on continuous process improvements and adaptation to change.</li><li>Oversee and manage critical financial systems, including <strong>Concur Travel & Expense, SAP Business Partner database, SAP Miscellaneous Invoice, and Parent Company Invoice database</strong>.</li><li>Supervise <strong>AP and AR department leads</strong>, ensuring all daily, monthly, and year-end activities are completed efficiently and accurately.</li><li>Collaborate with the <strong>Controller, Customer Service Finance</strong>, to enhance and improve internal controls for AP and AR across all U.S. locations.</li></ul><p><br></p> VP/Director of Finance <p>Our client in the Lower Fairfield, CT area has an opening for a Controller/Director of Finance. This role requires a hands-on approach to managing financial reporting, general ledger, and book journal entries. This role is crucial in overseeing the Accounts Receivable functions and managing a team of three direct reports. This is a contact opportunity that is indefinite in duration. </p><p><br></p><p>Responsibilities:</p><p>• Overseeing and managing the month-end financial closing process.</p><p>• Handling all financial reporting activities in Hyperion.</p><p>• Managing the General Ledger accounts.</p><p>• Booking journal entries as part of the financial management process.</p><p>• Supervising a team of three in the finance department.</p><p>• Overseeing all Accounts Receivable functions.</p><p>• Developing and delivering reports and creating insights using Power BI.</p><p>• Ensuring data-driven decision making in financial operations.</p><p>• Collaborating effectively with diverse team members.</p><p>• Demonstrating strong management and interpersonal skills.</p><p>If you are interested in this Senior Controller/Director of Finance opening, please email your resume in a Word format to joseph.colagiacomo@roberthalf with the subject line "Senior Controller/Director of Finance"</p> Accounting Manager <p><strong>Job Description: Accounting Manager</strong></p><p><strong>Location:</strong> Trumbull - Hybrid</p><p><strong>Reference ID:</strong> BR0013177102</p><p><strong>Contact Information:</strong> Brittany Rizzo / [email protected]</p><p><br></p><p><strong>Position Overview</strong></p><p>We are seeking an experienced and detail-oriented Accounting Manager with specialized expertise in revenue accounting and financial reporting. As the Accounting Manager, you will be responsible for overseeing the revenue recognition process, ensuring compliance with company policies and relevant accounting standards, and mentoring a highly skilled team. This position offers an excellent opportunity to contribute to the growth of the organization while refining and developing your leadership and accounting expertise.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Revenue Accounting Management:</strong> Oversee and manage the revenue recognition process in accordance with ASC 606 and other applicable accounting standards, ensuring accurate and timely recording of revenue transactions.</li><li><strong>Financial Reporting:</strong> Prepare, review, and manage internal and external financial reporting focused on revenue, ensuring compliance with GAAP and regulatory requirements. This includes supporting month-end, quarter-end, and year-end close processes.</li><li><strong>Process Development & Improvement:</strong> Design, implement, and enhance revenue accounting processes, workflows, and internal controls to improve efficiency and mitigate risks.</li><li><strong>Data Analysis:</strong> Analyze revenue trends, reconcile accounts, and prepare detailed revenue reports to help drive decision-making by senior management and key stakeholders.</li><li><strong>Compliance & Auditing:</strong> Collaborate with internal and external auditors to ensure adherence to accounting standards and provide necessary documentation for audit processes.</li><li><strong>Team Leadership:</strong> Supervise, coach, and mentor a team of accounting professionals, focusing on upskilling and promoting a collaborative, high-performance culture.</li><li><strong>Cross-Department Collaboration:</strong> Partner with sales, operations, and business teams to streamline revenue recognition workflows and ensure accurate representation of contracts and transactions.</li><li><strong>ERP/Technology Utilization:</strong> Leverage advanced ERP software (e.g., SAP, NetSuite, Oracle) to manage revenue-related accounting processes effectively and integrate AI-driven tools, where relevant.</li></ul><p>If you are interested in learning more about this role, please email your resume to Brittany Rizzo at [email protected].... and reference BR0013177102. Please note, all calls and emails are confidential! If you are already registered with a Robert Half recruiter, please reach out to your recruiter directly!</p> VP/Director of Finance <p><strong>Job Summary</strong></p><p>Our client is seeking a dynamic and seasoned <strong>Vice President & Controller</strong> to lead the financial operations of our organization within the equipment leasing industry. This position requires you to be in the office 4 days a week and 1 day from., they are located in Bergen County, NJ. This critical leadership role will focus on managing financial reporting, implementing effective controls, and driving strategic financial initiatives. The ideal candidate will excel in overseeing accounting processes, structuring lease transactions, and ensuring compliance with regulatory and industry-specific standards. As a key advisor to the CFO and executive team, the VP & Controller will be instrumental in supporting the company’s growth and financial stability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Leadership & Reporting</strong></li><li>Oversee all financial reporting processes, ensuring strict compliance with GAAP, IFRS, and relevant tax regulations.</li><li>Lead the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow reports.</li><li>Ensure the timely and accurate filing of federal, state, and local tax returns, incorporating compliance with industry-specific regulations.</li><li><strong>Accounting Operations & Policies</strong></li><li>Establish and maintain robust accounting policies and procedures with a strong focus on internal controls and risk mitigation.</li><li>Collaborate with cross-functional teams (e.g., commercial, legal, operations) to structure lease transactions while assessing their financial and tax implications.</li><li>Maintain compliance with all lease accounting standards and guidelines applicable to the equipment leasing industry.</li><li><strong>Strategic Partner to the Executive Team</strong></li><li>Provide strategic financial insights and recommendations to the CFO and the executive team to drive business objectives.</li><li>Support strategic initiatives, including business unit startups, acquisitions, and system integrations within a private equity-backed environment.</li><li><strong>Team Development and Stakeholder Relations</strong></li><li>Build, mentor, and lead a high-performing finance and accounting team through effective training and performance management.</li><li>Cultivate and strengthen relationships with external stakeholders, including auditors, tax advisors, legal counsel, and regulatory bodies.</li><li><strong>Audit and Compliance Oversight</strong></li><li>Manage internal and external audits while ensuring compliance with all regulatory and industry-specific requirements.</li><li>Continuously monitor and enhance internal control frameworks to guarantee operational accuracy and data integrity.</li></ul> Global Tax Manager Forbes Best! <p>Join a Forbes ranked Best Companies in the world as a Global Tax Manager! </p><p>This global technology research firm crosses 20 countries and has $100's of billions in technology spend annually! For immediate consideration send resumes to Jennifer.Beilin@Roberthal com</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage the process of year-end U.S. Federal and state tax provisions, ensuring compliance with US GAAP disclosures where applicable</p><p>• Lead the tax close process, ensuring quality control over ASC 740 calculations, and collaborating with external financial statement auditors as needed</p><p>• Supervise U.S. Federal and state income tax compliances for affiliated entities</p><p>• Play a pivotal role in managing International, US federal, state and local tax audits, including responding to inquiries and notices</p><p>• Stay up-to-date on financial reporting guidelines and provide advice on upcoming tax accounting and regulatory pronouncements that could impact company operations</p><p>• Identify and leverage opportunities for tax planning which may impact International, US Federal and state tax filing positions, apportionment, state tax provisions, etc.</p><p>• Evaluate International, U.S. Federal and state tax impacts of new transactions</p><p>• Oversee Transfer Pricing functions, including coordinating with outside firms to prepare documentation and reports for the U.S. and various foreign jurisdictions; compute service cross-charges, quarterly</p><p>• Work closely with business unit leaders, accounting department, finance team, legal department, human resources department and others in the organization on tax related matters and their potential impact as required</p> Finance and Operations Manager <p><strong>Position Overview:</strong></p><p>We are seeking an experienced Senior Financial and Office Manager to oversee financial operations, accounting, banking, budgeting, and office administration. The ideal candidate will have a background in financial management, retail operations, and be highly proficient in Excel. This role involves managing financial tasks such as banking relationships, monthly statements, accounts payable/receivable, budgeting, and also overseeing administrative, legal, and office management duties.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Financial Management</strong></p><ul><li>Oversee financial operations, particularly in retail finance, hospitality, or similar fields.</li><li>Manage all banking activities, including relationships, wire transfers, ACH, account management, deposits, and fees.</li><li>Work closely with the Controller on budgeting, variance analysis, and providing insights to ownership.</li><li>Coordinate the creation and approval of budgets, templates, and financial reports.</li><li>Handle accounts payable/receivable tasks, ensuring approvals, ACH coordination, and timely deposits.</li><li>Manage loans, including documentation, balances, amortization schedules, and transfers.</li><li>Ensure accurate general ledger maintenance, P& L reviews, and month-end reporting.</li><li>Coordinate with accountants on tax filings and financial statements.</li></ul><p><strong>Legal and Compliance</strong></p><ul><li>Oversee legal entity formation, ensuring proper documentation and signatures.</li><li>Manage insurance compliance, including renewals, claims, and audits.</li><li>Oversee contracts for leases, remodels, and insurance, coordinating with ownership and departments.</li></ul><p><strong>Lease and Property Management</strong></p><ul><li>Maintain rental property leases, invoicing, and payments.</li><li>Collaborate with construction and ownership teams on real estate properties.</li><li>Oversee insurance renewals, claims, and maintenance of Insurance Information.</li></ul><p><strong>Administrative and Office Management</strong></p><ul><li>Manage office staff, including hiring, performance reviews, and day-to-day operations.</li><li>Oversee office calendar, PTO, and vacations.</li><li>Administer office systems, software, and email management.</li><li>Act as the main point of contact for systems and software integration.</li></ul><p><strong>Miscellaneous Duties</strong></p><ul><li>Oversee employee benefits, including holiday bonuses, health insurance claims, and general benefits.</li><li>Work with the COO on community initiatives, fundraising, and donation requests.</li><li>Ensure compliance with permits, franchise renewals, and company policies.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Strong proficiency in Excel and financial management systems.</li><li>Experience in retail finance or related industries.</li><li>Solid understanding of banking, accounts payable/receivable, and financial reporting.</li><li>Knowledge of legal entity formation, insurance, and lease management.</li><li>Excellent organizational, leadership, and communication skills.</li><li>Ability to handle sensitive financial and legal matters with discretion.</li></ul><p><br></p> Tax Manager <p>We are actively seeking a <strong>Tax Manager</strong> to join our <strong>New York-based team</strong> within the <strong>insurance industry</strong>. This role is a <strong>critical position</strong> responsible for managing the <strong>full tax lifecycle</strong>, ensuring compliance, and working closely with external service providers to ensure accurate and timely tax filings.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>&#128313; Oversee and manage the <strong>entire tax lifecycle</strong>, ensuring compliance with regulatory requirements and timely filings.</p><p>&#128313; <strong>Coordinate with external service providers</strong> to prepare and file all income tax returns.</p><p>&#128313; Analyze <strong>tax implications of corporate acquisitions</strong> and support strategic business initiatives.</p><p>&#128313; Provide guidance to business partners on <strong>various areas of taxation</strong>, including:</p><ul><li><strong>Sales & Use Tax</strong></li><li><strong>Personal Property Tax</strong></li><li><strong>Corporate Annual Report Filings</strong></li><li><strong>Information Reporting & Withholding Issues</strong></li><li><strong>Unclaimed Property Tax</strong></li></ul><p>&#128313; Assist in the <strong>development and implementation of new processes</strong> to enhance tax provision efficiency.</p><p>&#128313; Establish and maintain <strong>effective tax controls</strong> for reporting and compliance.</p><p>&#128313; Develop strategies to <strong>accurately forecast future anticipated effective tax rates</strong>.</p><p>&#128313; Build and maintain strong <strong>relationships with key stakeholders</strong>, ensuring tax implications are accurately reflected in financial statements.</p><p><br></p> Accounting Manager - Fun & Fast Pace <p>PE backed, rapidly growing healthcare company is offering an exciting opportunity for an Accounting Manager to join the team based in Greenwich, Connecticut (3 days in office). The role will involve overseeing various accounting functions. Fun outgoing group. Growth mode company! For immediate consideration, please contact: Jennifer.Beilin@Roberthalf com</p><p> </p><p>Responsibilities:</p><ul><li>Manage staff and senior accountants</li><li>Oversee and manage the general accounting functions, including month end close, financial reporting, accounts receivable and working capital reports</li><li>Cash forecasting, monthly reserve calculations and analysis</li><li>Prepare revenue accounting, cost accounting, and SG& A</li><li>Ensure compliance with ASC 606 and ASC 842 accounting standards</li><li>Use prior experience and intellect to implement new processes and procedures to reduce risk and increase efficiencies</li></ul><p>Requirements:</p><ul><li>5+ years of accounting experience, specializing in month-end and quarter-end</li><li>Revenue accounting, cost accounting or SG& A experienced</li><li>Enjoys being part of a growing company</li><li>CPA or Masters degree highly preferred along with prior public accounting industry experience</li></ul><p>For immediate consideration, please contact: Jennifer.Beilin@Roberthalf com</p> Finance Manager <p>Responsibilities</p><p>• Oversee and manage the financial strategy and operations of the organization</p><p>• Assist in the preparation of annual budgets and quarterly/annual forecasting</p><p>• Conduct detailed analysis of the company's financial status and performance</p><p>• Identify and propose potential areas for improvement based on financial analysis</p><p>• Provide data-driven insights to guide decision-making processes</p><p>• Offer proactive solutions for growth and improvement based on financial data</p><p>• Review, analyze, and interpret financial data and market trends to propose growth strategies</p><p>• Manage the company's financial accounting, monitoring, and reporting systems</p><p>• Implement and improve financial management processes using SAP</p><p>• Drive process improvement initiatives to enhance efficiency and accuracy in financial operations.</p> Financial Manager <p><em>A NY based client of mine is offering an exciting opportunity in the financial services industry in New York for a Senior Financial Analyst / Finance Manager to join a leading wealth advisory firm. This role will be instrumental in financial forecasting, modeling, and strategic analysis, supporting leadership in making data-driven decisions to drive profitability and efficiency.</em></p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>&#128313; Develop dynamic, scalable financial forecasting models that integrate financial statements, assumptions, and key metrics.</p><p>&#128313; Prepare, analyze, and summarize financials and key performance indicators (KPIs) for the leadership team.</p><p>&#128313; Provide analytical decision support with a focus on revenue/cost initiatives and return on investment (ROI) analysis.</p><p>&#128313; Assist financial advisor teams with custom modeling, reporting, forecasting, and ad hoc analysis to improve profitability.</p><p>&#128313; Identify opportunities to enhance efficiencies in finance, accounting, and reporting processes.</p><p>&#128313; Lead the evaluation and implementation of financial reporting and automation software.</p><p>&#128313; Support the CFO with various ad hoc financial analysis requests.</p> Accounting Manager <p>Responsibilities:</p><p>• Resolve any issues related to payments.</p><p>• Supervise senior accountants and accountants, including reviewing their journal entries and reconciliations.</p><p>• Handle the creation, revision, deletion of the chart of account, and business unit.</p><p>• Oversee the process of daily journal entries, fixed assets, construction in progress, credit card, and bank transactions.</p><p>• Collaborate with the external financial auditor for interim and year-end financial audits.</p><p>• Perform self-assessment of JSOX for the areas responsible (general accounting and fixed assets).</p><p><br></p> Accounting Manager <p>We are seeking an interim Accounting Manager to join our manufacturing client's accounting team. As an interim Accounting Manager, you will provide oversight to staff, manage full cycle accounts payable, and handle month-end close tasks including journal entries, account reconciliation, and account analysis. This contract role also involves training staff on accounting processes and procedures, and using various software systems such as NetSuite and Avalara.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the accounting staff and ensure efficient function of the team</p><p>• Manage full cycle accounts payable to maintain financial accuracy</p><p>• Handle month-end close tasks including the preparation of journal entries, account reconciliation, and account analysis</p><p>• Train staff on accounting processes and procedures to ensure understanding and compliance</p><p>• Utilize software systems such as NetSuite and Avalara to streamline accounting functions - systems integrations experience is key.</p><p>• Use Microsoft Excel for data management and reporting</p><p>• Manage sales tax obligations to ensure compliance with regulations.</p>
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