<p>We're seeking an experienced <strong>Investment Analyst</strong> to support fund and investor operations within a fast-paced financial services environment. This role combines fund administration, client service, transaction processing, and regulatory documentation review, with direct ownership of client relationships and portfolios.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the primary contact for a portfolio of investment fund clients.</li><li>Process and review investor transactions, including subscriptions, redemptions, capital activity, and account updates.</li><li>Coordinate cash movement and maintain accurate investor and fund records.</li><li>Review and resolve KYC/AML documentation requirements.</li><li>Prepare and review investor reporting, regulatory reporting, and audit requests.</li><li>Ensure all work meets quality control standards and remains audit-ready.</li><li>Partner with internal teams including Accounting, Operations, Technology, and Client Service to drive process improvements and mitigate risk.</li></ul><p><br></p>
<p>My client is a well-established, highly profitable $300 million dollar + privately held apparel wholesaler located in NYC. They have been in acquisition mode adding some impressive companies and brands into the umbrella.</p><p> </p><p>The Controller is looking for an exceptional Analyst to join the team, this is a net new position due to growth and/acquisitions. </p><p> </p><p>This role is a blend of financial analysis and some accounting, leaning more to an analyst foundational role.</p><p> </p><p>The Controller is open to the following backgrounds out of the wholesale apparel/shoe/accessories space.</p><p> </p><ul><li>An analyst that is open to doing some accounting</li><li>An accountant with some finance exposure</li></ul><p> </p><p>As always, this is a permanent, full time, fully benefited salaried position (this is NOT a temp role or temp to perm).</p><p> </p><p>They are located in midtown and the role will be 3-4 days onsite.</p><p> </p><p>Compensation Package based on experience:</p><p>Base: $75 - $95k base + discretionary bonus</p><p> </p><p>The role will cover:</p><ul><li>Support budgeting, forecasting, and financial planning processes.</li><li>Prepare reports and analyses related to revenue, receivables, and cash flow.</li><li>Perform account reconciliations and investigate variances.</li><li>Assist with month-end and year-end closing activities.</li><li>Assist in preparation of monthly, quarterly, and annual financial reports.</li><li>Review and prepare journal entries and maintain general ledger accuracy.</li><li>Have 12x product lines, 100+ different divisions</li></ul><p> </p><p>Who are you?</p><ul><li>MUST have experience within the product based sector, ideally wholesale/apparel/accessories</li><li>A minimum of a BA/BS in finance or accounting from a top accredited school</li><li>1+ years of experience. </li></ul><p> </p><p>Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company.</p><p> </p><p>If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf</p>
We are looking for a Financial Analyst to support royalty-related financial activities for a film production company in New York, New York. This Long-term Contract position is ideal for someone who can interpret royalty data, prepare accurate statements, and work comfortably with large datasets in Excel. The role offers an opportunity to contribute to financial reporting and analysis in a fast-paced entertainment-focused environment.<br><br>Responsibilities:<br>• Review royalty agreements and financial records to help ensure calculations are accurate and properly applied.<br>• Prepare, validate, and distribute royalty statements with close attention to timing, detail, and compliance requirements.<br>• Analyze payment activity, variances, and supporting documentation to identify discrepancies and recommend corrections.<br>• Use Microsoft Excel to organize large volumes of data, build reports, and perform detailed financial analysis.<br>• Partner with internal stakeholders to gather information, resolve statement questions, and improve reporting accuracy.<br>• Maintain organized records of royalty transactions, supporting schedules, and reconciliation files for audit readiness.<br>• Assist with recurring financial reporting and ad hoc analysis related to royalty income and payment trends.
We are looking for a Financial Analyst to support reporting, performance analysis, and market insight development for marketing and brand initiatives in Jersey City, New Jersey. This is a Long-term Contract opportunity suited to someone who enjoys turning complex data into clear business recommendations and leadership-ready materials. The role will contribute to recurring financial and performance reporting, help strengthen dashboard and tracking tools, and work closely with cross-functional teams to improve visibility into key metrics and spending trends.<br><br>Responsibilities:<br>• Deliver recurring monthly and quarterly analysis that evaluates brand and program performance, highlights meaningful trends, and identifies opportunities to improve results.<br>• Create and maintain standardized dashboards and reports covering areas such as budget utilization, spend pacing, and performance highlights for marketing finance stakeholders.<br>• Produce on-demand analysis using internal and external data sources to support business questions related to market activity, competitor movement, and program effectiveness.<br>• Develop presentation materials that translate financial and performance data into concise visuals and insights for leadership discussions.<br>• Review datasets and reporting outputs for completeness and accuracy while maintaining consistent metric definitions across deliverables.<br>• Support foundational financial modeling, productivity reviews, and effectiveness assessments by organizing assumptions, comparison data, and analytical inputs.<br>• Contribute to the design and enhancement of templates, KPI trackers, and reporting tools that improve efficiency, accuracy, and transparency.<br>• Identify opportunities to streamline manual reporting through automation, dashboard enhancements, and process improvements, including Power BI initiatives where applicable.<br>• Partner with cross-functional teams to define measurement approaches, resolve spend-tracking issues, and build reporting solutions aligned with business objectives.
<p>We are looking for a Process Analyst. This role supports the improvement of core finance operations by examining workflows, strengthening controls, and helping teams work more efficiently across key accounting functions. The position is well suited for someone who combines analytical thinking with a solid accounting background and enjoys contributing to process-focused projects. You will collaborate with finance and business partners to enhance reporting quality, support operational effectiveness, and drive measurable improvements.</p><p><br></p><p><strong><u>Only profile that fits is an accountant turned analyst who is system savvy.</u></strong></p><p><br></p><p>Qualified applicants can apply by sending your resume to Joe Ciavardini at <strong><u>joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Evaluate finance workflows across receivables, payables, and general accounting to identify opportunities for better accuracy, consistency, and efficiency.</p><p>• Partner with cross-functional stakeholders to recommend and implement process enhancements that strengthen daily financial operations.</p><p>• Perform financial analysis, variance reviews, and ad hoc reporting to support decision-making and highlight operational trends.</p><p>• Develop and refine financial models that help assess performance, forecast outcomes, and guide process improvement efforts.</p><p>• Use data analysis techniques to examine transaction patterns, uncover exceptions, and support issue resolution.</p><p>• Assist with projects involving automation, reporting enhancements, and finance-related system improvements.</p><p>• Support the design of practical controls and documentation that improve compliance and reinforce reliable financial reporting.</p><p>• Contribute to project-based initiatives by tracking progress, coordinating with business partners, and helping deliver process transformation goals.</p>
<p>We are looking for an entry-level Financial Analyst to join a growing organization in Hauppauge, New York. This contract opportunity with permanent potential is well suited for someone with strong Excel skills who is eager to grow in a hands-on analytical role with training and support. The position focuses on reviewing financial and operational data, preparing vendor and customer reporting, and helping maintain accurate inventory-related records.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial and operational information to support day-to-day business decisions across the distribution environment.</p><p>• Prepare and maintain inventory reconciliations to help ensure records are accurate and variances are identified promptly.</p><p>• Build, update, and review vendor-related reports to provide clear visibility into purchasing and supplier activity.</p><p>• Create customer reporting that summarizes trends, performance, and other key business metrics.</p><p>• Use Excel extensively to organize data, perform calculations, and present findings in a clear format.</p><p>• Assist with routine reporting processes and help improve the accuracy and consistency of financial data.</p><p>• Work closely with internal team members to investigate discrepancies and support timely resolution of reporting issues.</p>
<p>We are looking for a dedicated Logistics Analyst to oversee and optimize supply chain operations, both domestically and internationally, from our West Caldwell, New Jersey location. This role involves ensuring seamless inventory management, timely deliveries, and compliance with regulatory standards while collaborating with cross-functional teams. The ideal candidate will contribute to the efficiency of warehouse operations and maintain strong relationships with suppliers and logistics partners.</p><p><br></p><p>Responsibilities:</p><p>• Manage inventory processes, including order tracking and shipment coordination, using company systems.</p><p>• Oversee domestic and international logistics to ensure timely pickups, deliveries, and carrier selection.</p><p>• Coordinate supplier onboarding, purchase orders, and procurement activities to maintain operational efficiency.</p><p>• Conduct cycle counts and maintain accurate inventory documentation to support warehouse operations.</p><p>• Monitor international shipping regulations, apply HS codes, and liaise with customs brokers for compliance.</p><p>• Develop cost analysis tools and pricing models to inform sourcing and logistics decisions.</p><p>• Support material handling and warehouse operations, including forklift operation when certified.</p><p>• Assist in preparing quality documentation and inspections to align with company standards.</p><p>• Collaborate with teams across operations, quality assurance, finance, and global departments to streamline processes.</p><p>• Track tariffs and shipping costs to ensure compliance and cost-effectiveness.</p>
We are looking for a Business Analyst to join a fast-moving advisory environment in New York, where you will contribute to high-impact transaction and strategic projects across healthcare and technology. This position offers close collaboration with senior executives, founders, and investors while providing meaningful exposure to mergers and acquisitions, capital raising efforts, and market intelligence work. The ideal candidate brings strong analytical judgment, effective communication skills, and the ability to manage several priorities with a high degree of independence.<br><br>Responsibilities:<br>• Contribute to merger, acquisition, and fundraising engagements through each stage of the deal lifecycle, from initial planning to closing activities.<br>• Join discussions with client leadership, including founders, chief executives, and investors, to capture priorities and support transaction progress.<br>• Create clear briefing documents, presentation materials, and other decision-support content for client and investor audiences.<br>• Develop and update lists of prospective buyers, investors, and strategic targets to support outreach and transaction strategy.<br>• Assist with due diligence coordination by organizing information, monitoring requests, and helping move execution workstreams forward.<br>• Review financial forecasts provided by clients and refine Excel-based models to support analysis and scenario evaluation.<br>• Monitor active opportunities, transaction timelines, and key milestones to help maintain visibility across multiple concurrent projects.<br>• Perform industry, market, and competitive research using modern AI-enabled tools, including Claude, to produce relevant business insights.<br>• Deliver client-ready materials in PowerPoint and other formats while balancing multiple assignments with minimal day-to-day supervision.
<p><strong>We are looking for an experienced Sr. Financial Analyst to join our in-person team in White Plains, New York. This role will play a central part in planning, reporting, and performance analysis by turning financial data into clear business insights. The ideal candidate brings strong modeling and forecasting expertise, sound judgment, and the ability to communicate findings effectively to leaders across the organization</strong>.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Build and refine financial models that support profit and loss analysis, scenario planning, and operational decision-making.</p><p>• Review balance sheet activity, investigate variances, and help ensure financial reporting is accurate and well supported.</p><p>• Lead budgeting and forecasting activities across departments, translating business drivers into reliable financial projections.</p><p>• Prepare recurring and ad hoc analyses that highlight performance trends, risks, and areas of opportunity for management.</p><p>• Present financial results and recommendations in a clear manner to stakeholders at different levels of the organization.</p><p>• Partner with cross-functional teams to support planning efforts, reporting needs, and broader business initiatives.</p><p>• Contribute to month-end, quarter-end, and year-end analytical processes by delivering timely financial insights and reconciliations.</p><p>• Handle sensitive financial information with professionalism while maintaining strong attention to detail and data integrity.</p>
We are looking for an experienced Sr. Financial Analyst to support financial planning and deliver actionable insights for business decision-making in Bayonne, New Jersey. This role focuses on budgeting, forecasting, modeling, and performance analysis, while partnering with stakeholders to evaluate results and identify opportunities for improvement. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to translate complex financial data into clear recommendations.<br><br>Responsibilities:<br>• Develop and maintain financial models to evaluate business performance, support planning activities, and guide strategic decisions.<br>• Prepare detailed variance analyses by comparing actual results against budget and forecast assumptions, then explain key drivers to leadership.<br>• Lead annual budgeting efforts by gathering inputs, validating assumptions, and consolidating financial plans across relevant areas.<br>• Produce recurring and ad hoc financial reports that highlight trends, risks, and opportunities for operational and financial improvement.<br>• Support the annual forecasting process by updating projections, monitoring changes in business conditions, and refining outlooks as needed.<br>• Partner with cross-functional teams to collect financial data, assess performance, and provide recommendations backed by quantitative analysis.<br>• Analyze historical and current financial results to identify patterns, improve planning accuracy, and support management decision-making.
<p>We are looking for a Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making for a multi-channel business. This role will turn complex financial data into clear business insights, helping leaders evaluate results, plan ahead, and improve overall performance. The ideal candidate brings strong analytical judgment, advanced modeling skills, and the ability to collaborate effectively with teams across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Build and refine detailed financial models to support long-range planning, forecast scenarios, and sensitivity assessments across multiple business drivers.</p><p>• Contribute to annual budget preparation and quarterly reforecast cycles by partnering with department leaders to gather assumptions and align financial expectations.</p><p>• Analyze operating results against budget and forecast targets, identify key variances, and summarize findings with practical recommendations for leadership.</p><p>• Prepare recurring financial reports, dashboards, and performance updates for monthly, quarterly, and annual review meetings.</p><p>• Work closely with Accounting, Operations, Sales, and Human Resources to support planning activities, strategic initiatives, and cost efficiency efforts.</p><p>• Monitor key performance indicators and financial trends to highlight risks, opportunities, and areas where business performance can be improved.</p><p>• Deliver timely ad hoc analysis and decision support for senior stakeholders facing strategic, operational, or investment-related questions.</p><p>• Maintain rolling 12-month outlooks using updated business inputs and assumptions to improve visibility into near-term performance.</p><p>• Support management materials used for board-level and investor-facing updates by providing clear forward-looking financial perspectives.</p><p>• Coordinate with the accounting team during month-end close to help ensure consistency between management reporting and financial results</p>
<p>We are looking for an experienced Financial Planning & Analysis Manager to support strategic decision-making for a CPG client. This role will lead budgeting, forecasting, and performance analysis while partnering with business leaders to translate financial data into actionable recommendations. The ideal candidate brings strong modeling capabilities, a deep understanding of corporate planning, and the ability to improve financial visibility across the business.</p><p><br></p><p><strong><u>Qualified applicants can apply by sending your resume to Joe Ciavardini at joe.ciavardini@roberthalf</u></strong></p><p><strong><u></u></strong></p><p>Responsibilities:</p><p>• Lead the annual budgeting cycle and recurring forecast process to provide accurate financial outlooks for the organization.</p><p>• Build and maintain detailed financial models that evaluate business performance, operational trends, and future scenarios.</p><p>• Analyze monthly and quarterly results, identify key variances, and present meaningful insights to leadership.</p><p>• Partner with cross-functional teams to develop financial plans that align with business objectives and production goals.</p><p>• Prepare management reports, dashboards, and presentations that clearly communicate financial performance and risks.</p><p>• Support long-range planning efforts by assessing revenue, cost, and profitability drivers across the business.</p><p>• Use Adaptive Insights and related planning tools to streamline reporting, forecasting, and financial analysis activities.</p><p>• Recommend process improvements that strengthen planning accuracy, reporting quality, and decision support capabilities.</p>