<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>We are looking for a dedicated Financial Analyst to join our team in Upper Saddle River, New Jersey. The ideal candidate will excel in financial analysis and modeling, supporting the organization’s decision-making process with accurate insights and data-driven recommendations. This role is an excellent opportunity for someone who is detail-oriented and passionate about turning complex financial data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily financial operations for the speaker bureau, including budgeting, forecasting, accruals, and variance analysis</li><li>Develop and oversee Statements of Work (SOWs), ensuring required approvals</li><li>Create and manage budgets, proposals, and complex SOWs</li><li>Prepare and deliver monthly budgets, accrual reports, and financial updates</li><li>Partner with Program Directors to review monthly accruals</li><li>Ensure accurate reconciliations and client-ready financial reports</li><li>Provide invoicing details to Accounts Receivable for timely billing</li><li>Set up new projects, including job numbers and records</li><li>Ensure compliance with internal and client SOPs</li><li>Support client meetings, accrual discussions, and process improvement efforts</li></ul>
<p>We are seeking a results-driven Financial Analyst/Associate (Pricing) to join our Finance & Analytics team. In this role, you will play a key part in developing and executing pricing strategies, analyzing customer profiles and market dynamics to optimize decisions that drive profitability and long-term value. You will build, maintain, and enhance pricing models to support business partners and actively identify process improvements that lead to greater operational outcomes. This position is ideal for a strategic thinker with strong analytical skills who thrives on transforming complex data into actionable business recommendations.</p>
<p><strong>Job Description: Financial Analyst</strong></p><p><strong>Overview:</strong></p><p>We are seeking a Financial Analyst to join our team, supporting critical decision-making and strategic initiatives. The ideal candidate will hold a degree in Finance, possess strong Excel and financial modeling skills, and have at least 2 years of professional experience in a financial analyst role.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop, maintain, and update financial models to forecast business performance, support budgeting, and evaluate strategic options</li><li>Analyze financial results and trends, preparing reports and presenting actionable insights to management</li><li>Support monthly, quarterly, and annual financial reporting and variance analysis</li><li>Assist in budgeting, planning, and forecasting activities</li><li>Conduct ad-hoc analysis to support business operations and project initiatives</li><li>Collaborate with cross-functional teams on financial data collection and analysis</li><li>Utilize advanced Excel functions (pivot tables, vlookups, complex formulas) to manipulate and analyze data</li><li>Ensure accuracy and integrity of financial information</li></ul><p><br></p>
We are looking for an experienced Financial Analyst to join our team in New York, New York. This position plays a key role in managing budgets, overseeing financial reporting, and ensuring compliance with grant agreements. As part of our non-profit organization, you will collaborate closely with program and regional staff to support financial planning and analysis for global programs and initiatives.<br><br>Responsibilities:<br>• Collaborate with program and regional teams to create detailed budgets and forecasts for various programs, grants, departments, and offices worldwide.<br>• Manage financial reporting across departments, regions, and grants, ensuring adherence to specific guidelines outlined in grant agreements.<br>• Provide guidance to departments and regional staff on budgeting, allocation processes, and financial reporting requirements.<br>• Develop and maintain templates for restricted and unrestricted grant budget-to-actual reports, ensuring accurate tracking and timely updates.<br>• Monitor grant balances and prepare detailed reports on a monthly basis or as requested.<br>• Support the organization in meeting financial compliance standards for both restricted and unrestricted funding sources.<br>• Analyze financial data to identify trends and provide actionable insights for decision-making.<br>• Ensure proper allocation of resources in alignment with organizational goals and grant requirements.<br>• Assist in preparing financial models to evaluate program feasibility and sustainability.<br>• Work closely with leadership to improve financial processes and reporting mechanisms.
We are looking for a detail-oriented Financial Analyst to join our team in Parsippany, New Jersey. This role involves supporting sales systems, managing trade spend analytics, and enhancing forecasting processes to drive strategic decision-making. The ideal candidate will excel in data analysis, process improvement, and cross-functional collaboration.<br><br>Responsibilities:<br>• Maintain and improve BluePlanner systems to ensure the accuracy of pricing, promotions, customer hierarchies, and trade budgets.<br>• Provide direct support to Sales Managers by guiding system navigation and promoting effective use of tools.<br>• Audit system entries to identify and resolve discrepancies, ensuring continuous improvement in data integrity.<br>• Develop tools and frameworks to monitor trade spend and deliver insights for strategic decision-making.<br>• Analyze promotional performance using syndicated data to identify trends and recommend actionable improvements.<br>• Collaborate with Sales Managers to conduct quarterly trade reviews, presenting insights and corrective actions.<br>• Partner with Sales and Operations teams to validate and refine forecast inputs, ensuring alignment with business goals.<br>• Enhance forecasting processes and tools to improve visibility and accuracy in volume estimations.<br>• Identify opportunities to automate and streamline reporting processes, boosting operational efficiency.<br>• Translate complex data into actionable insights and recommendations for cross-functional teams.
<p>We are looking for a skilled Bookkeeper/Business Analyst to join a dynamic construction company in West Babylon, New York. In this role, you will utilize your analytical expertise to evaluate processes, identify gaps, and recommend solutions that align with business goals. This position offers an opportunity to collaborate with cross-functional teams and contribute to optimizing operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business processes to identify inefficiencies and recommend improvements.</p><p>• Conduct gap analysis to assess discrepancies between current and desired states.</p><p>• Review and evaluate documentation to ensure compliance with organizational standards.</p><p>• Provide customer service support through call center operations when needed.</p><p>• Interpret data and create detailed reports to aid in decision-making processes.</p><p>• Work closely with construction teams to align business objectives with operational needs.</p><p>• Develop cost-effective solutions that enhance performance and reduce waste.</p><p>• Facilitate meetings and workshops to communicate findings and project updates effectively.</p>
<p>Accelerated growth has led us to seek an experienced Business Analyst to optimize our operations systems, streamline integrations, and enhance business intelligence capabilities. Reporting directly to the Director of Digital Product, you'll drive the continuous improvement and effective use of technology to elevate our operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with Operations and Product teams to identify, document, and solve complex WMS and backend system challenges.</p><p>• Provide software analysis and requirements when it comes to operational implementations, (EDI, Shipping methods, WMS systems, Automation)</p><p>• Coordinate data transfer / API troubleshooting and liaise effectively between vendors and internal Product Team members, ensuring accurate communication of technical issues.</p><p>• Design, execute, and oversee rigorous system testing and validation processes, particularly within sandbox environments for WMS or supply chain applications</p><p>• Support integration projects with external vendors and actively contribute to requirements development.</p><p>• Conduct detailed business intelligence and data analysis, identifying critical issues related to customs duties, postage fees, and other operational expenditures to avoid financial losses.</p><p>• Actively contribute to Operational technical system requirements such as Quickbase and CMMS</p><p> Troubleshoot and analyze software issues related to fulfillment and other operational technologies</p><p>Qualifications:</p><p>• 4+ years of experience supporting or implementing software systems, preferably in product management or business analysis roles.</p><p>• 4+ years combined experience in warehouse management systems (WMS), supply chain technologies, EDI implementations, or similar domains.</p><p>• Experience performing rigorous software testing and validation in Agile environments.</p><p>• Ability to read, interpret, and communicate API functionality effectively.</p><p>• Excellent documentation and communication skills, capable of clearly translating complex requirements across teams.</p><p>• Strong analytical and technical troubleshooting skills; able to communicate clearly and propose actionable solutions.</p><p>• A collaborative, solution-focused mindset, able to manage projects independently from conception through implementation.</p><p>• Proactive, organized, and detail-oriented, with excellent interpersonal and communication abilities.</p><p>• A passion for continuous learning and adapting quickly to evolving challenges.</p><p>• Willingness and ability to be present onsite or maintain frequent visits to facilitate smooth operations, knowledge transfer, and team collaboration.</p>
We are looking for a skilled Budget Analyst to join our team in Staten Island, New York. In this Contract to permanent position, you will play a key part in managing and coordinating budget processes, grant support, and financial compliance for a nonprofit organization. This position offers an opportunity to contribute to impactful projects while ensuring fiscal accountability and strategic planning.<br><br>Responsibilities:<br>• Lead the annual budget planning process for city, state, federal, and foundation grants, ensuring alignment with organizational needs.<br>• Prepare, review, and submit grant budgets, modifications, and monthly reports in collaboration with program staff.<br>• Monitor expenditures, manage timely submission of vouchers, drawdowns, invoices, and financial reports.<br>• Track grant performance against budgets and provide monthly updates to leadership.<br>• Assist in preparing regulatory cost reports and address inquiries from auditors or funders.<br>• Develop and refine tools and templates to streamline budget planning and tracking.<br>• Oversee payroll distribution and ensure accurate allocation of salaries and fringe benefits across various grants.<br>• Allocate shared and indirect costs across funding streams using approved methodologies.<br>• Manage and track funding for workforce enhancement initiatives and cost-of-living adjustments.<br>• Support procurement processes by maintaining compliance policies, reviewing contracts, and identifying cost-effective purchasing solutions.
<p><strong>Finance Manager – Nonprofit Organization - </strong>PLAINVIEW, LONG ISLAND, NEW YORK </p><p><strong>Anna Parson at Robert Half</strong> is partnering with a mission‑driven nonprofit seeking a sharp, detail‑oriented <strong>Finance Manager</strong> with solid nonprofit and Medicaid or Healthcare experience.</p><p><strong>As the Finance Manager, you will: </strong></p><ul><li>Lead the month end close, financial reporting, budgeting, and forecasting</li><li>Manage cash flow, bank reconciliations and GL account reconciliations </li><li>Oversee Medicaid billing, collections, and revenue performance</li><li>Monitor Revenue KPIs including AR, denials, and collections</li><li>Ensure compliance between billing, documentation, and regulations</li><li>Oversee grant financial tracking and reporting</li></ul><p>Excellent opportunity to join a nonprofit organization as a Finance Manager where finance plays a critical role in operational success.</p><p>Contact <strong>Anna Parson at Robert Half</strong> for confidential consideration or Apply Now!</p>
We are looking for a detail-oriented Project Analyst to support the financial operations of our real estate projects in New York, New York. This role will involve analyzing financial data, preparing reports, and ensuring compliance with established accounting standards. You will work closely with cross-functional teams, including Facilities, Engineering, and Procurement, to maintain accurate financial records and assist in budgeting and forecasting processes.<br><br>Responsibilities:<br>• Conduct month-end close activities, including preparing and reviewing variance reports for assigned locations and accounts.<br>• Ensure the accuracy and integrity of financial data within the purchase order system to support accruals and monthly financial close processes.<br>• Collaborate with Facilities, Engineering, and Procurement teams to verify contractual purchase orders, monitor billing accuracy, and resolve any discrepancies.<br>• Manage cash transactions by recording activity and preparing funding requests.<br>• Assist in the preparation of annual budgets and monthly forecasts, including contract spend projections and variance analysis.<br>• Perform detailed analysis of reactive spending to aid in financial planning and reporting.<br>• Ensure adherence to organizational and client policies, standards, and accounting procedures.<br>• Support the creation and validation of purchase orders, ensuring alignment with financial projections and budgets.<br>• Monitor accounts payable processes to ensure timely and accurate reconciliation of invoices.
<p>A busy company in the Fairfield area is seeking a Purchasing Analyst to join their growing organization. This Purchasing Analyst will get the chance to join an expanding team that offers career advancement and a flexible work schedule. The ideal Purchasing Analyst will have strong Excel skills including proficiency with Pivot Tables and VLOOKUPS and come from a manufacturing industry (not required). This Purchasing Analyst role is a data-driven one responsible for analyzing, developing, and executing sourcing strategies that support new business initiatives and ongoing production needs. This Purchasing Analyst position partners cross-functionally to evaluate supplier capabilities, model costs, and optimize supply chain decisions to drive profitability, scalability, and operational efficiency. Other responsibilities required of this Purchasing Analyst are below:</p><p><br></p><p><strong>Purchasing Analyst Key Responsibilities</strong></p><ul><li>Analyze and evaluate potential suppliers based on cost structures, capacity, quality, and lead-time performance.</li><li>Develop and maintain a pipeline of qualified suppliers using data-driven assessment methods.</li><li>Build cost models and perform comparative analyses to support new business opportunities and product launches.</li><li>Partner with Sales and Finance to provide sourcing insights for quoting, forecasting, and margin optimization.</li><li>Collect, analyze, and benchmark supplier quotations to identify cost drivers and savings opportunities.</li><li>Lead data-supported pricing negotiations and optimize commercial terms with suppliers.</li><li>Translate demand forecasts and inventory data into purchasing plans and procurement strategies.</li><li>Monitor purchase orders, supplier performance, and key KPIs to ensure on-time delivery and supply continuity.</li><li>Develop sourcing strategies that balance cost, risk, scalability, and operational requirements.</li><li>Analyze supplier performance and drive continuous improvement across cost, quality, and delivery metrics.</li></ul><p>This Purchasing Analyst position is paying between $75,000 and $85,000 annually depending on experience. If interested in this Purchasing Analyst role please apply today! </p>
<p>We are looking for a Compliance/Operations Analyst to join our team in New York, New York. In this role, you will play a vital part in ensuring adherence to regulatory standards and operational excellence within a dynamic financial services environment. The ideal candidate will have a strong understanding of compliance processes and a keen eye for detail.</p><p><br></p><p><u>Client Onboarding</u></p><p>• Review and process new account documentation</p><p>• Ensure completeness and regulatory accuracy of client files</p><p>• Follow up on missing documentation</p><p>• Maintain organized electronic records</p><p><u>Compliance Support</u></p><p>• Perform KYC, CIP, and AML documentation checks</p><p>• Conduct TRACE trade reporting reviews and reconciliations</p><p>• Assist with internal and external audit preparation</p><p>• Escalate potential compliance concerns appropriately</p><p><u>Credit & Documentation</u></p><p>• Support periodic credit review processes</p><p>• Gather and analyze required credit documentation</p><p>• Ensure alignment with internal policies and regulatory requirements</p><p><u>Operational Support</u></p><p>• Track workflow deadlines and maintain process integrity</p><p>• Update internal systems accurately and consistently</p><p>• Communicate effectively with internal stakeholders</p>
<p>Epic MyChart Analyst (Senior-Level)</p><p><strong>Overview</strong></p><p>Senior subject matter expert responsible for leading the design, build, and delivery of complex, large-scale patient engagement solutions within Epic MyChart. This role owns initiatives end-to-end, enhances the digital patient experience, and aligns solutions with Epic Foundation principles and business objectives, while mentoring team members.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead design and configuration of advanced MyChart features (scheduling, PROs, third-party integrations)</li><li>Manage full project lifecycle, ensuring delivery on time and within scope</li><li>Translate business needs into technical design; serve as key stakeholder contact</li><li>Facilitate design sessions and present to technical and non-technical audiences</li><li>Develop and oversee testing strategies for enhancements</li><li>Ensure adherence to Epic standards while delivering innovative solutions</li><li>Drive development of high-impact, patient-facing features</li><li>Mentor and support team members </li></ul><p><br></p>
<p>We are looking for a motivated and detail-oriented Financial Analyst to join our team in Jersey City, New Jersey. This position is ideal for someone eager to develop their skills in financial reporting, data analysis, and market research. As a long-term contract role, it offers the opportunity to collaborate with internal teams, contribute to critical projects, and grow professionally in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Ensure the accurate and timely maintenance of system data for reporting purposes.</p><p>• Assist with pricing updates, validate sales data, and monitor overall performance metrics.</p><p>• Coordinate with various internal teams to streamline processes and ensure operational efficiency.</p><p>• Provide administrative support and handle ad-hoc tasks as needed.</p><p>• Contribute to the development of financial models and data visualizations.</p><p>• Analyze financial trends and market data to support decision-making.</p><p>• Prepare presentations and reports to effectively communicate analytical findings.</p>
We are looking for an experienced Business Analyst Manager to lead the strategic management and optimization of our business systems in a dynamic manufacturing environment. This role requires a strong leader who can collaborate across multiple departments to ensure systems are efficient, reliable, and aligned with organizational goals. Based in Melville, New York, you will play a pivotal role in driving technological advancements and process improvements.<br><br>Responsibilities:<br>• Define and manage the architecture, configuration, and data flows of the Deltek Costpoint ERP system.<br>• Lead integration projects to connect enterprise systems and ensure seamless functionality.<br>• Analyze and optimize workflows to improve efficiency, quality, and throughput across departments.<br>• Design and maintain automated digital workflows to reduce manual processes and enhance productivity.<br>• Act as the primary liaison between internal teams, external consultants, and software vendors to translate business needs into functional solutions.<br>• Oversee business system implementation projects, ensuring adherence to scope, budget, and timelines.<br>• Develop operational and analytical reports to support data-driven decision-making processes.<br>• Manage and maintain multiple SharePoint sites and libraries to streamline collaboration.<br>• Deliver training sessions for end users and create detailed documentation, including SOPs and security guidelines.<br>• Research and recommend innovative technologies, including AI, to enhance system capabilities.
<p><strong>Overview</strong></p><p>The Epic Cadence & Prelude Analyst serves as a senior subject matter expert responsible for the design, configuration, testing, and implementation of complex, cross-functional patient access initiatives. This role ensures alignment across operational, clinical, and financial workflows to deliver a cohesive, high-performing patient access platform.</p><p>Partnering with enterprise architecture, clinical operations, and revenue cycle teams, the Analyst drives front-end optimization, ensuring accurate registration, compliant billing, and seamless data integration. This individual also contributes to governance, change management, and ongoing innovation within patient access workflows.</p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead cross-functional initiatives across Cadence and Prelude to deliver end-to-end patient access solutions </li><li>Design, execute, and oversee comprehensive testing strategies, including validation and regression frameworks </li><li>Drive release planning and ensure quality delivery for all Cadence and Prelude enhancements </li><li>Act as a primary liaison between technical teams and operational stakeholders, translating business needs into system solutions </li><li>Establish and promote best practices for system configuration and workflow design </li><li>Identify and implement process improvements across patient access functions </li><li>Mentor and guide junior analysts, supporting team development and knowledge sharing </li><li>Facilitate design sessions and stakeholder meetings across multiple functional areas </li></ul><p><br></p>
We are looking for a Financial Planning & Analysis Manager to join our team in New York, New York. In this role, you will play a key part in analyzing investment performance, identifying growth opportunities, and contributing to the strategic direction of the company. The ideal candidate will have a strong background in financial modeling, investor reporting, and capital markets.<br><br>Responsibilities:<br>• Monitor and evaluate financial trends and industry developments to provide actionable insights to stakeholders.<br>• Design and maintain detailed financial models to analyze company performance and identify key trends.<br>• Deliver comprehensive investment performance updates and strategies to management and investors.<br>• Create impactful presentation materials and talking points to effectively communicate financial data and strategic initiatives.<br>• Collect and analyze feedback from investors to identify improvement areas and address concerns.<br>• Prepare reports on investment performance and investor sentiment for senior leadership review.<br>• Develop resources and materials to educate stakeholders on investment strategies, financial metrics, and relevant tax implications.<br>• Organize webinars, presentations, and reporting sessions to share insights and updates.<br>• Collaborate with cross-functional teams to align financial planning with organizational objectives.
<p>We are looking for an experienced Data Security Analyst. This long-term contract position requires a detail-oriented individual with a strong background in Active Directory management and advanced cybersecurity practices. The ideal candidate will excel in troubleshooting, technical execution, and utilizing tools to safeguard enterprise systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead technical operations and execution within complex, multi-site Active Directory environments.</p><p>• Perform advanced troubleshooting to diagnose and resolve Active Directory issues efficiently.</p><p>• Develop and implement PowerShell scripts to automate tasks and enhance system functionality.</p><p>• Collaborate with teams to ensure compliance with cybersecurity policies and standards.</p><p>• Utilize SIEM tools to monitor and address security incidents effectively.</p><p>• Conduct regular assessments of application security to identify vulnerabilities and implement solutions.</p><p>• Provide expert guidance on cybersecurity strategies to protect enterprise systems.</p><p>• Maintain and enhance security frameworks to safeguard sensitive data.</p><p>• Deliver training and support to teams on best practices for data security.</p><p>• Stay updated on emerging threats and technologies to proactively address security challenges.</p>
<p>A client in Parsippany, NJ is looking to hire a Sales & Operations Analyst to help drive analytics, KPI management, and dashboards between their Sales and Operations teams. The Sales & Operations Analyst will liaise among the finance and sales/marketing/operation heads to enhance the use of systems and technology for the purposes of improving pricing analysis, analyzing promotional information, managing trade budgets, and handling ROI analysis. Strong forecasting and modeling experience is desired, as is working knowledge of IRI / Nielsen data. </p>
We are looking for an entry-level Data Analyst to join our team in Jersey City, New Jersey. In this role, you will contribute to optimizing data processes and support data-driven decision-making within the organization. You will work with diverse data sets, automate workflows, and design advanced data models to improve operational efficiency and analytics capabilities.<br><br>Responsibilities:<br>• Collect, transform, and manage large data sets to streamline sourcing across a wide portfolio of vendors, suppliers, and products.<br>• Standardize and cleanse data from multiple systems to ensure consistency and accuracy.<br>• Validate and aggregate incoming raw data for integration into databases and analytical models.<br>• Address data gaps across various domains to enhance overall data quality.<br>• Extract data from multiple sources to support larger analytics projects and initiatives.<br>• Promote best practices for data usage and management across the organization, including newly acquired entities.<br>• Assist in integrating analytics models into production workflows to optimize functionality.