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493 results for Financial Data Analyst Entry Level in Usa
- Ventura, CA
- remote
- Temporary / Contract
- 57 - 66 USD / Hourly
- <p>**** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume.****</p><p><br></p><p>We are looking for a Business Analyst to support service-focused operations for our client that is in the Public Sector industry. This Long-term Contract position is ideal for someone who can evaluate business needs, has experience in supporting Court Case Management System, and collaborate with teams in an Agile environment. The role requires a thoughtful, detail-oriented individual who can strengthen customer service processes, examine operational gaps, and help drive practical improvements through structured analysis.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business workflows and identify opportunities to improve efficiency, service quality, and overall operational performance.</p><p>• Gather, organize, and interpret business needs from stakeholders, turning findings into clear functional documentation and actionable recommendations.</p><p>• Review customer service and call center processes to pinpoint issues, clarify requirements, and support more effective service delivery.</p><p>• Conduct gap analysis to compare current practices with desired outcomes and outline practical steps for improvement.</p><p>• Create and maintain business documents such as process maps, requirement summaries, and review materials to support project goals.</p><p>• Partner with cross-functional teams in an Agile Scrum setting to refine priorities, clarify scope, and support ongoing delivery efforts.</p><p>• Evaluate documents and business records for accuracy, completeness, and alignment with operational and compliance expectations.</p><p>• Support initiatives involving process updates or system-related changes by documenting impacts, tracking requirements, and helping teams adapt effective</p>
- 2026-11-05T00:00:00Z
- Reading, PA
- onsite
- Temporary to Hire
- 35.625 - 41.25 USD / Hourly
- We are looking for a Business Analyst to join a team focused on improving internal technology solutions, strengthening data connectivity, and refining business processes across a largely custom software environment. This contract opportunity with potential for a permanent role is based in Reading, Pennsylvania, and will partner closely with business stakeholders across North America as well as a development team to turn operational needs into well-defined solutions. The role is ideal for someone who can quickly understand new systems, balance multiple initiatives, and communicate clearly in a dynamic setting.<br><br>Responsibilities:<br>• Partner with business teams to uncover needs, define objectives, and translate requests into detailed functional and technical requirements.<br>• Contribute to data integration efforts by helping organize, analyze, and support the movement of commercial and customer information between systems.<br>• Plan and facilitate user acceptance testing by preparing test scenarios, tracking defects, and confirming that delivered solutions align with expected outcomes.<br>• Monitor project activity by coordinating priorities, maintaining timelines, and keeping stakeholders informed on progress and next steps.<br>• Produce clear internal documentation, including intranet content and end-user guides, to encourage effective use of company applications.<br>• Attend cross-functional meetings to build knowledge of internal platforms and provide day-to-day support for business applications.<br>• Work with technical teams to clarify business intent, answer requirement questions, and help move enhancements through delivery.<br>• Help identify process improvement opportunities that increase efficiency and support stronger application adoption across the organization.
- 2026-10-15T00:00:00Z
- Larchmont, NY
- remote
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- 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.
- 2026-10-23T00:00:00Z
- King of Prussia, PA
- remote
- Temporary to Hire
- 57 - 66 USD / Hourly
- <p>We are looking for a Business Analyst to join a collaborative team on a contract basis. This position will partner closely with business stakeholders and cross-functional teams to translate operational needs into clear, actionable requirements. The ideal candidate brings strong experience with Salesforce and nCino, along with the ability to support agile planning, documentation, and ongoing process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Lead discovery sessions with business partners to identify goals, capture needs, and clarify functional expectations.</p><p>• Convert business input into organized requirements, user stories, and supporting documentation for delivery teams.</p><p>• Refine and manage the requirements backlog to keep work items current, well-defined, and ready for development.</p><p>• Contribute to prioritization conversations by evaluating business value, urgency, and implementation considerations.</p><p>• Administer and update the Salesforce and nCino SharePoint repository to ensure materials remain accurate and accessible.</p><p>• Collaborate closely with experienced business analysis and scrum team members to support agile ceremonies and day-to-day delivery activities.</p><p>• Review existing documents and workflows to identify gaps, inconsistencies, and opportunities for improved alignment.</p><p>• Act as a liaison between stakeholders and project teams to promote shared understanding throughout the project lifecycle.</p>
- 2026-10-20T00:00:00Z
- Boca Raton, FL
- onsite
- Temporary / Contract
- 0 - 0 USD / Yearly
- <p>Our client is seeking an<strong> IT Business Analyst</strong> to support technology initiatives and process improvement efforts. This role will work closely with business and IT teams to gather requirements, analyze workflows, and help deliver effective solutions.</p><p><strong>Responsibilities</strong></p><ul><li>Gather, analyze, and document business and system requirements</li><li>Translate needs into user stories, process flows, and functional specs</li><li>Evaluate current processes and identify improvement opportunities</li><li>Partner with stakeholders, developers, QA, and project teams</li><li>Support testing, implementation, and post-launch activities</li><li>Facilitate meetings and maintain project documentation</li></ul><p><br></p>
- 2026-11-04T00:00:00Z
- Minneapolis, MN
- onsite
- Temporary / Contract
- 40 - 50 USD / Hourly
- We are looking for a Business Analyst Consultant to support enterprise business initiatives in Minneapolis, Minnesota, or through telecommuting arrangements. This Long-term Contract position focuses on partnering with stakeholders to define business needs, improve operational processes, and support large-scale ERP-related initiatives. The role combines business analysis, data validation, testing, and cross-functional coordination to help ensure smooth implementation and sustained adoption of new solutions.<br><br>Responsibilities:<br>• Partner with business leaders and operational teams to clarify objectives, define functional needs, and translate those needs into actionable business requirements.<br>• Examine existing workflows to uncover gaps, risks, and inefficiencies, then recommend practical improvements to processes or system functionality.<br>• Prepare, review, and validate large volumes of business data to support migration activities and maintain data quality throughout implementation efforts.<br>• Coordinate with technical and non-technical stakeholders to communicate updates, align expectations, and support organizational readiness for change.<br>• Guide initiatives from discovery and planning through rollout and stabilization, ensuring deliverables remain aligned with business priorities.<br>• Investigate application or process issues, determine underlying causes, and propose solutions that improve performance and operational reliability.<br>• Execute functional and user-focused testing activities, document outcomes, and confirm that enhancements meet business expectations.<br>• Create process documentation, future-state workflow models, training materials, and end-user guidance to support adoption of updated tools and procedures.<br>• Contribute to Agile team routines such as planning sessions, daily collaboration meetings, retrospectives, and solution demonstrations.
- 2026-11-09T00:00:00Z
- Jersey City, NJ
- onsite
- Temporary / Contract
- 39.5865 - 45.837 USD / Hourly
- We are looking for a Technical Business Analyst to support insurance-focused initiatives in Jersey City, New Jersey. This Long-term Contract position is ideal for a detail-oriented candidate who can interpret Property & Casualty regulatory obligations and convert them into clear functional and technical guidance for delivery teams. The role will work closely with business and technology partners to improve reporting accuracy, strengthen data integrity, and enable effective implementation of regulatory and client reporting solutions.<br><br>Responsibilities:<br>• Interpret Property & Casualty regulatory reporting needs and convert them into detailed business and technical documentation for development teams.<br>• Evaluate insurance data across source systems, identify gaps, and define mapping logic to support accurate reporting and downstream processes.<br>• Collaborate with engineering, product, and business stakeholders in Agile Scrum environments to refine requirements and align delivery outcomes with compliance objectives.<br>• Support implementation activities by coordinating analysis, documenting process needs, and helping onboard new client reporting requirements.<br>• Perform data validation, reconciliation, and quality review to confirm completeness, consistency, and reporting accuracy.<br>• Create document reviews, process flows, and requirement artifacts that clarify business rules, dependencies, and expected system behavior.<br>• Partner with technical teams to enhance automation for recurring reporting activities and improve operational efficiency.<br>• Facilitate gap analysis sessions to identify risks, resolve requirement issues, and recommend practical solutions for regulatory reporting challenges.
- 2026-10-29T00:00:00Z
- Oklahoma City, OK
- onsite
- Temporary / Contract
- 31.6635 - 36.663 USD / Hourly
- <p>We are looking for a Business Analyst with experience supporting Electronic Health Record (EHR) initiatives to help define and refine organizational needs tied to clinical, operational, and patient-facing technologies in Oklahoma City, Oklahoma. This long-term contract position will partner with project leadership, healthcare stakeholders, and cross-functional teams to analyze workflows, gather requirements, and support the planning and delivery of EHR enhancements and related healthcare technology initiatives. The ideal candidate brings strong analytical judgment, clear documentation skills, and the ability to guide conversations that lead to validated business outcomes.</p><p><strong>Responsibilities:</strong></p><p>• Gather, evaluate, and organize business, clinical, operational, data, reporting, and regulatory requirements related to electronic health record (EHR) systems, workflows, integrations, and enhancement initiatives.</p><p>• Convert stakeholder goals, clinical workflow expectations, patient care requirements, and business challenges into precise, measurable, and technology-neutral requirements that support EHR optimization and implementation efforts.</p><p>• Assess requests across clinical, administrative, and support departments to identify common EHR needs, justified workflow variations, conflicting priorities, and opportunities to improve standardization and adoption.</p><p>• Lead requirements gathering and review sessions with physicians, nurses, operational leaders, and other stakeholders to validate EHR-related requirements, workflow impacts, and desired outcomes.</p><p>• Map current and future-state clinical and operational workflows to identify process gaps, EHR configuration needs, downstream impacts, data dependencies, and opportunities to improve patient care delivery and efficiency.</p><p>• Produce key analysis deliverables such as workflow diagrams, use cases, gap analyses, business rules, data mapping documentation, and requirements traceability matrices supporting EHR projects.</p><p>• Support testing and validation efforts by developing EHR-focused test scenarios, coordinating user acceptance testing (UAT), documenting issues, and confirming readiness for workflow, application, and process changes.</p><p>• Work closely with the Project Manager to coordinate analysis activities, stakeholder engagement, milestone reviews, and delivery timelines across multiple concurrent efforts.</p><p>• Communicate open questions, risks, dependencies, and decision points to project stakeholders while supporting EHR enhancements, system upgrades, interoperability initiatives, workflow optimization efforts, and patient-facing functionality change</p>
- 2026-10-28T00:00:00Z
- Richmond, CA
- onsite
- Temporary to Hire
- 50 - 65 USD / Hourly
- We are looking for a Business Analyst to join a California team in a contract capacity with the potential to become permanent. This position serves as a key connector between business stakeholders and technical teams, translating operational needs into practical data, reporting, and process improvement solutions. The role focuses heavily on analytics, application support, and continuous improvement within a manufacturing environment, with an emphasis on creating reliable reporting and a consistent source of trusted data. This individual will work across cross-functional initiatives while helping drive project delivery through structured analysis and Agile practices.<br><br>Responsibilities:<br>• Partner with business leaders and IT teams to gather, clarify, and document requirements for operational and technical initiatives.<br>• Lead data-focused efforts that improve reporting accuracy, strengthen governance, and establish a dependable single source of truth across business functions.<br>• Develop and enhance dashboards and reporting tools in Power BI to support decision-making in areas such as supply chain, accounting, quality, and production performance.<br>• Analyze existing workflows, identify process gaps, and recommend automation opportunities that increase efficiency, consistency, and visibility.<br>• Support enterprise applications and business initiatives by assessing needs, coordinating solutions, and helping standardize processes across teams.<br>• Oversee project progress within an Agile framework, using Azure DevOps to track work, manage priorities, and maintain accountability with development resources.<br>• Perform data validation, cleansing, and analysis activities to improve data quality and ensure information is flowing correctly between systems.<br>• Collaborate with external development teams to review deliverables, clarify expectations, and help keep projects aligned with scope and timelines.<br>• Contribute to readiness planning and business process support for future platform and ERP-related initiatives as needed.
- 2026-11-11T00:00:00Z
- Seattle, WA
- remote
- Temporary / Contract
- 50 - 57 USD / Hourly
- <p>Robert Half is seeking a <strong>Business Process Analyst</strong> to support a mid-sized professional services organization with approximately 200 employees. This individual will focus on documenting, evaluating, and standardizing business processes to improve workflow consistency, data quality, and overall operational efficiency. Apply today!</p><p><br></p><p>This role will primarily focus on business process analysis and standardization (approximately 60%), with the remaining focus on business requirements and supporting an upcoming CRM implementation (approximately 40%).</p><p><br></p><p><strong>Duration:</strong> 3 to 6 month contract </p><p><strong>Location:</strong> 100% Remote </p><p><strong>Schedule:</strong> Monday – Friday 8 to 5pm (Flexible)</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Evaluate and document existing business processes, workflows, and procedures across the organization.</li><li>Develop current-state (as-is) and future-state (to-be) process maps and documentation.</li><li>Identify process gaps, inconsistencies, and opportunities to improve standardization and operational efficiency.</li><li>Recommend and establish new workflows that support consistent business practices and improve data quality.</li><li>Work with stakeholders to understand how information is captured, maintained, and transferred throughout business processes.</li><li>Identify workflow triggers, business events, and required next steps to ensure processes are completed consistently.</li><li>Help address common data quality issues, including missing information, outdated records, and inconsistent data entry.</li><li>Collaborate with stakeholders across Architecture, Design, Operations, Client Services, Finance, HR, IT, and Marketing/Business Development.</li><li>Provide process analysis, requirements gathering, and design support for an upcoming CRM implementation.</li><li>Develop practical process documentation, guidelines, and checklists that employees can follow.</li></ul>
- 2026-11-14T00:00:00Z
- Boston, MA
- onsite
- Temporary / Contract
- 25 - 25 USD / Hourly
- <p>We are looking for an Accounts Payable Specialist to support financial operations for a leading affordable housing investment organization in Boston, Massachusetts. This Long-term Contract position will focus on invoice processing, vendor administration, reimbursement handling, and accounting support tied to fund reporting and documentation. The role is ideal for someone who brings strong attention to detail, sound judgment, and the ability to manage both routine transactions and time-sensitive requests in a controlled financial environment. This position is expected to run from November 30th 2026- May 30th 2027. </p><p><br></p><p>Responsibilities:</p><p>• Manage the end-to-end accounts payable cycle, from invoice review through payment processing, while ensuring required approvals and supporting records are in place.</p><p>• Create and maintain vendor profiles in the accounting system, confirming information is accurate and complete before activation.</p><p>• Record employee expense reimbursements in the designated AP platform and verify submissions meet internal standards.</p><p>• Monitor adherence to established accounting procedures and help uphold controls that protect the reliability and security of AP-related financial systems.</p><p>• Investigate payment and invoice questions, provide timely follow-up on outstanding items, and prepare clear responses to internal stakeholders.</p><p>• Maintain organized process documentation, reconciliation records, and payment tracking logs to support audit readiness and operational transparency.</p><p>• Take an active role in improving day-to-day payable workflows by identifying issues early and helping keep transactions on schedule.</p><p>• Provide administrative and reporting support to the Fund Accounting team during high-volume periods such as audits, tax reporting cycles, and financial statement preparation.</p><p>• Assist with assembling financial and tax reporting packages by gathering data, updating schedules, and retaining supporting documentation in an orderly manner.</p><p>• Handle ad hoc requests for both Accounts Payable and Fund Accounting, including research, reporting, and general operational support as needed.</p>
- 2026-11-10T00:00:00Z
- Detroit, MI
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- We are looking for an experienced Sr Cost and Pricing Analyst to join a collaborative finance team in Detroit, Michigan. This role supports profitability and business performance by delivering accurate product costing, inventory analysis, and margin reporting across a portfolio of consumer products. The position works closely with operations, supply chain, procurement, and commercial leaders to provide financial insight that informs planning and strategic decisions.<br><br>Responsibilities:<br>• Build, maintain, and refine costing models for a range of products to support accurate financial analysis and pricing decisions.<br>• Coordinate standard cost reviews and contribute to annual planning activities related to product costs and margin expectations.<br>• Examine manufacturing, sourcing, and supply chain expenses to identify patterns, cost drivers, and opportunities for improvement.<br>• Prepare inventory-related journal entries, account reconciliations, and month-end reporting to ensure reliable financial results.<br>• Track inventory balances, reserve levels, and valuation methods to help maintain accuracy in financial records.<br>• Research inventory variances and partner with operational teams during cycle counts and physical inventory processes.<br>• Analyze material, labor, overhead, and purchase price variances to explain performance against expectations.<br>• Produce recurring margin and profitability reports for leadership to support business decisions and performance reviews.<br>• Assist with budgeting and forecasting tied to inventory, cost of goods sold, and gross margin performance.<br>• Support reporting enhancements, automation efforts, internal controls, audit requests, and compliance-related accounting activities.
- 2026-11-10T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 48 - 53 USD / Hourly
- <p>Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership.</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Greenville, SC
- remote
- Temporary to Hire
- 38 - 44 USD / Hourly
- <p>We are looking for a Credit Analyst to join a team in Greenville, South Carolina on a contract basis. This position focuses on assessing commercial credit requests, reviewing business financial information, and supporting sound lending decisions through accurate analysis. The ideal candidate brings strong attention to detail, sound judgment, and the ability to communicate effectively with lenders and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Review credit submissions by entering, maintaining, and accessing application data with accuracy and attention to detail.</p><p>• Assess applicant financial strength by examining business performance, repayment capacity, and overall credit risk.</p><p>• Conduct cash flow reviews to help determine the level of exposure associated with extending commercial credit.</p><p>• Calculate and interpret key financial ratios to evaluate borrower risk and support lending recommendations.</p><p>• Verify that all analyses and documentation align with established lending guidelines and compliance standards.</p><p>• Address questions from lenders and provide clear, timely updates related to credit files and underwriting details.</p><p>• Examine proposed credit structures and offer guidance to less experienced team members when questions arise.</p><p>• Support internal and client audit activities by organizing documentation and assisting with credit file reviews.</p>
- 2026-11-13T00:00:00Z
- Belle Vernon, PA
- onsite
- Permanent / Full Time
- 70000 - 80000 USD / Yearly
- We are looking for a Credit Analyst to support sound credit decisions and healthy accounts receivable performance for our operations in Pennsylvania. This role evaluates customer financial information, monitors portfolio risk, and partners with sales and other internal teams to balance business growth with disciplined credit practices. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to manage collections, disputes, and reporting in a fast-moving environment.<br><br>Responsibilities:<br>• Review customer financial statements and build spreadsheet-based assessments and operating metrics to support informed credit decisions, while leveraging AI-enabled tools where appropriate.<br>• Establish and adjust customer credit limits and payment terms based on risk analysis, account history, and overall business considerations.<br>• Monitor an assigned accounts receivable portfolio by evaluating payment trends, identifying emerging risk, and coordinating with sales partners on account performance.<br>• Manage delinquency and bad debt exposure by driving collection efforts, supporting dispute resolution, and helping maintain reserve levels through regular review.<br>• Promote consistent use of the credit application platform across teams and collaborate with the external provider to improve functionality and alignment with business needs.<br>• Work with customers and commercial teams to secure additional risk protection such as letters of credit and corporate or personal guarantees when needed.<br>• Assist with tracking and reporting supplier credit limits, including communication with supplier credit contacts to maintain accurate information.<br>• Partner daily with stakeholders across the business to resolve order-to-cash issues and reinforce compliance with company credit and financial policies.<br>• Prepare recurring credit metrics, departmental reports, and efficiency measurements, while contributing to process improvements and other assigned projects.<br>• Provide dependable team support through clear, accurate communication and cross-coverage for other credit personnel when needed.
- 2026-11-02T00:00:00Z
- Waltham, MA
- remote
- Temporary / Contract
- 47.5 - 60 USD / Hourly
- <p>We are looking for an experienced Sr. Financial Analyst to support high-impact financial planning and analysis efforts for a long-term contract opportunity. Working remotely, this position will focus on turning complex financial data into clear business insights, helping stakeholders make informed decisions across budgeting, forecasting, and performance evaluation. The ideal candidate brings strong analytical capabilities, advanced modeling expertise, and prior experience within the insurance sector, including property and casualty environments.</p><p><br></p><p>Responsibilities:</p><p>• Develop financial models and scenario analyses to evaluate business performance, forecast outcomes, and support strategic planning initiatives.</p><p>• Examine monthly and quarterly results to identify trends, explain variances, and present meaningful insights to finance and business leaders.</p><p>• Prepare recurring and ad hoc financial analyses that assist management with operational, budgeting, and investment decisions.</p><p>• Partner with cross-functional teams to gather data, validate assumptions, and improve the accuracy of forecasts and financial reporting.</p><p>• Use advanced Excel skills and data mining techniques to interpret large data sets and translate findings into actionable recommendations.</p><p>• Support budgeting and forecasting cycles by consolidating inputs, monitoring performance, and refining planning assumptions.</p><p>• Work within Workday ERP to extract, organize, and analyze financial information for reporting and decision support.</p><p>• Contribute financial expertise within an insurance-focused environment, including analysis related to property and casualty business lines where applicable.</p>
- 2026-11-10T00:00:00Z
- Boston, MA
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- <p>Robert Half is partnering with a growing, globally connected consumer products organization to identify a Senior Financial Analyst who can make an impact across financial planning, forecasting, and customer profitability analysis.</p><p>This is an opportunity to take ownership of key analytical functions, improve reporting processes, and work closely with business leaders to help drive strategic decisions.</p><p>🔎 What You'll Be Doing</p><ul><li>Financial Planning & Analysis: Support budgeting, forecasting, variance analysis, and financial planning across multiple business channels.</li><li>Profitability Analysis: Analyze customer and channel profitability, identify performance trends, and highlight opportunities to improve margins and operational results.</li><li>Financial Modeling: Develop and maintain financial models, scenario analyses, and rolling forecasts to support business planning.</li><li>Reporting & Insights: Prepare management reports, dashboards, and KPI analyses that translate complex data into meaningful recommendations.</li><li>Business Partnership: Collaborate with leaders across Finance, Accounting, Sales, and Operations to understand performance drivers and support business decisions.</li><li>Process Improvement: Strengthen reporting tools, streamline financial processes, and improve the accuracy and consistency of financial information.</li><li>Ad Hoc Analysis: Provide financial insights and decision support for strategic initiatives and senior leadership.</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- Houston, TX
- onsite
- Permanent / Full Time
- 0 - 0 USD / Yearly
- <p>Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles. Shad and his team at Robert Half is working with a nationwide provider of fuel, lubricant, chemical, and logistics solutions serving commercial, industrial, transportation, energy, marine, and mining customers across the United States. This privately held West Houston client is looking to fill a Treasury Analyst/Accountant role that will report directly into senior Leadership. Candidate must have a blend of treasury and accounting experience. Main key for success is candidate will be working in an ABL environment that helps track these assets, prepares borrowing base reports for lenders, and ensures the company stays in compliance with loan requirements. Also candidate will be monitor and track cash positioning and candidate will also support and work closely with accounting. Candidate must have a Bachelor’s Degree in Accounting or Finance, 5 plus year’s understanding of treasury and must have worked in an environment doing asset based lending, and strong understanding of maintaining daily cash positioning. Company has a hybrid work model of working from home on Friday’s. Company's compensation make up is base salary and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Treasury Analyst/Accountant in the subject line.</p>
- 2026-11-13T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Swedesboro, NJ
- onsite
- Permanent / Full Time
- 85000 - 100000 USD / Yearly
- <p>We are currently working with a global leader on their search for a tech savvy, Senior Cost Analyst. In this role, you will be responsible for overseeing the financial cost, monitoring inventory valuations, preparing monthly account reconciliations, managing the monthly and annual inventory counts, maintaining inventory adjustments and lot changes, providing documentation for audits, assisting with financial modelling, forecasting revenues/expenditures, leading the budgeting process, identifying areas for cost savings, and providing guidance on inventory management. The ideal Senior Cost Analyst should have strong interpersonal skills, excellent problem-solving abilities, and the ability to own process integrations, support the strategic planning process, and ensure all operations reconcile with internal policies and procedures. </p><p><br></p><p>How you will make an impact</p><p>· Manage the annual budget and strategic planning process</p><p>· Cost Analysis</p><p>· Conduct thorough research of historical financial data</p><p>· Analyze inventory transactions</p><p>· Monitor internal controls</p><p>· Coordinate with cost accounting department</p><p>· Develop and gain deep business understanding of financial drivers</p><p>· Variance Analysis</p><p>· Monitor performance indicators for profit and loss</p><p>· Establish financial policies</p>
- 2026-10-19T00:00:00Z
- Melville, NY
- remote
- Permanent / Full Time
- 70000 - 75000 USD / Yearly
- We are looking for a detail-oriented Billing Analyst to support accurate invoicing and receivables activity for a consumer products organization in Melville, New York. This role is ideal for someone who can balance analytical work with responsive service, ensuring billing records are maintained correctly and customer account questions are resolved efficiently. The successful candidate will contribute to smooth financial operations by managing billing workflows, supporting collections activity, and working across systems such as NetSuite and other billing platforms.<br><br>Responsibilities:<br>• Prepare, review, and process customer invoices to ensure timely and accurate billing.<br>• Monitor accounts receivable activity, reconcile discrepancies, and follow up on outstanding balances.<br>• Investigate billing issues by partnering with internal teams and customers to achieve prompt resolution.<br>• Maintain accurate customer account records and update billing data within NetSuite and related systems.<br>• Support reporting on invoicing, receivables status, payment trends, and account activity.<br>• Respond to customer inquiries with a high level of professionalism and service-minded communication.<br>• Assist with export-related customer service matters tied to billing documentation and account coordination.<br>• Participate in billing process improvements and provide operational support for system-related billing tasks when needed.
- 2026-10-15T00:00:00Z
- Thorofare, NJ
- onsite
- Temporary / Contract
- 24 - 27 USD / Hourly
- <p>We are looking for a detail-oriented Billing Analyst to support billing and accounts receivable operations for a long-term contract opportunity based in Thorofare, New Jersey. This role is ideal for someone who can manage invoicing with accuracy, resolve payment-related issues efficiently, and contribute to the smooth flow of financial transactions across the billing cycle. The successful candidate will bring strong experience in full-cycle accounting processes while maintaining a high standard of organization and service.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process customer invoices accurately and in a timely manner while ensuring billing data is complete and properly documented.</p><p>• Monitor accounts receivable activity, track outstanding balances, and follow up on open items to support consistent cash collection.</p><p>• Review billing records for discrepancies, investigate issues, and coordinate corrections to maintain accurate financial reporting.</p><p>• Work within Deltek Costpoint to manage billing transactions, validate account details, and support day-to-day system-based accounting activity.</p><p>• Collaborate with internal teams and customer-facing contacts to address invoice questions, payment concerns, and account status updates.</p><p>• Support full-cycle accounting tasks related to billing operations, including reconciliations, reporting, and audit-ready record maintenance.</p><p>• Assist with customer export or data-related billing processes as needed to ensure information is submitted in the required format.</p><p>• Contribute to process improvements within billing workflows and support operational changes involving financial systems when applicable.</p>
- 2026-11-09T00:00:00Z
- Atlanta, GA
- onsite
- Temporary / Contract
- 32 - 37 USD / Hourly
- <p>We are looking for a Billing Analyst to support a legal organization in Atlanta, Georgia through a contract (potential to hire) assignment. This role is ideal for someone who can manage a high volume of billing activity, work effectively in a hybrid environment, and maintain strong accuracy while partnering with internal teams. The position offers an opportunity to contribute to billing and receivables operations in a stable setting while helping the team stay on track during a busy period.</p><p><br></p><p>Responsibilities:</p><p>• Process client billing transactions accurately and on schedule while handling a growing workload across legal billing activities.</p><p>• Review invoices, billing records, and supporting documentation to ensure charges are complete, compliant, and properly recorded.</p><p>• Monitor accounts receivable balances, follow up on outstanding items, and assist with collection-related activities to improve payment timeliness.</p><p>• Work within billing platforms such as Aderant and Costpoint to maintain account details, update billing information, and resolve system-related issues affecting workflow.</p><p>• Partner with billing leadership and internal stakeholders to address questions, research discrepancies, and support day-to-day revenue operations.</p><p>• Assist the team during increased billing demand and operational slowdowns related to the introduction of a new billing system.</p><p>• Provide responsive service to internal and external contacts by answering invoice questions and helping resolve customer service concerns tied to billing matters.</p><p>• Support a hybrid work schedule by collaborating in the Atlanta office three days per week and working remotely two days per week based on team needs.</p>
- 2026-10-28T00:00:00Z
- Cherry Hill, NJ
- onsite
- Temporary / Contract
- 24 - 26 USD / Hourly
- We are looking for a Billing Analyst to support invoicing and receivables activities for a long-term contract opportunity in Cherry Hill, New Jersey. This position focuses on accurate billing, account follow-up, and customer-facing coordination to help maintain timely revenue collection. The ideal candidate brings experience with legal or services billing systems, strong attention to detail, and the ability to manage account issues efficiently in a deadline-driven environment.<br><br>Responsibilities:<br>• Prepare, review, and process client invoices with a high level of accuracy and timeliness.<br>• Monitor accounts receivable activity, research outstanding balances, and follow up on overdue payments.<br>• Use Aderant and Costpoint to support billing operations, maintain records, and resolve transaction discrepancies.<br>• Coordinate with internal teams and external customers to address billing questions and improve service responsiveness.<br>• Analyze billing data to identify errors, correct inconsistencies, and ensure charges are properly documented.<br>• Support export-related customer service needs by responding to inquiries and helping resolve order or invoice concerns.<br>• Maintain organized financial documentation and assist with reporting related to billing and collections.
- 2026-11-02T00:00:00Z
- Minneapolis, MN
- onsite
- Permanent / Full Time
- 55000 - 65000 USD / Yearly
- <p>We are looking for a Commercial Banking Credit Analyst to support commercial lending decisions through detailed financial review and sound risk assessment in the Twin Cities. In this role, you will evaluate borrower strength, organize credit documentation, and develop clear loan summaries for internal review. This opportunity is ideal for a finance specialist with strong attention to detail who can work independently, apply sound judgment, and uphold regulatory and internal lending standards in a fast-moving banking environment.</p><p><br></p><p>Responsibilities:</p><p>• Review financial information for new and existing commercial borrowers to assess repayment capacity, overall credit quality, and potential risk exposure.</p><p>• Compile and organize required borrower documentation, ensuring credit files remain complete, accurate, and ready for internal or regulatory review.</p><p>• Build comparative financial analyses and spread key data from business records and tax returns to identify trends, strengths, and areas of concern.</p><p>• Prepare well-structured credit presentations and recommendations for consideration by the Loan Committee.</p><p>• Evaluate collateral positions and repayment sources to support sound underwriting decisions and appropriate credit structure.</p><p>• Monitor loan documentation and underwriting details to confirm alignment with bank policy and applicable banking regulations.</p><p>• Exercise independent judgment while managing multiple requests, deadlines, and changing priorities within the commercial underwriting workflow.</p><p>• Partner with lending and internal teams to clarify financial details, resolve questions, and support timely credit decisions.</p>
- 2026-11-10T00:00:00Z