<p>We are looking for a detail-oriented Data Analyst to support master data operations in Park Ridge, New Jersey. This Long-term Contract position focuses on maintaining data accuracy, strengthening reporting support, and helping business teams manage critical information efficiently. The ideal candidate will collaborate across departments, investigate data issues, and contribute to process improvements that support reliable day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain master data records in enterprise systems to support business needs and operational accuracy.</p><p>• Partner with cross-functional teams to understand how core data elements connect to internal workflows and business activities.</p><p>• Work closely with departments across the organization to ensure timely, complete, and accurate entry of critical data.</p><p>• Support communication among stakeholders to improve coordination, clarify data requirements, and streamline information flow.</p><p>• Help develop practical templates, reference materials, and process documentation to improve routine master data activities.</p><p>• Extract, organize, and prepare data from multiple tables to assist with reporting, uploads, and business requests.</p><p>• Review data for inconsistencies, investigate discrepancies, and take corrective action to improve data quality.</p><p>• Provide additional support on assigned master data tasks and contribute to ongoing process enhancement efforts.</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>We are looking for a Business Analyst with Salesforce and report development experience to support a university environment for the remainder of the year on contract, <strong>approximately 20 hours per week.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary Salesforce resource, partnering with Career Center, Admissions, and other end users to manage, monitor, and fulfill data and campaign requests.</li><li>Create custom Salesforce reports and actionable insights, perform light data cleanup and maintenance, and support the migration of paper and Excel records into Salesforce.</li><li>Leverage Excel and basic data analytics skills to identify trends, improve data quality, and help users make informed decisions.</li></ul>
<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>
<p><strong>Join our Full-Time Engagement Professionals team in Accounting & Finance and build a career with variety, stability, and impact.</strong> As a full-time employee of Robert Half, you’ll work on critical client projects, support interim initiatives, and gain exposure to diverse industries and business environments—all while enjoying the continuity of full-time employment. If you’re an accounting or finance professional who thrives on solving problems, adding value quickly, and expanding your experience, this is a unique opportunity to grow your career while making a meaningful difference.</p><p><br></p><p><strong><u>Financial Analyst – Full-Time Engagement Professionals</u></strong></p><p>Grow your finance career with a role that offers both stability and variety. As a <strong>Financial Analyst</strong> on our <strong>Full-Time Engagement Professionals</strong> team, you’ll be a full-time employee of our company, supporting clients on critical projects and interim assignments while gaining exposure to different industries, systems, and financial environments. </p><p><br></p><p><strong>What you’ll do:</strong></p><ul><li>Analyze financial data and trends to support business decision-making.</li><li>Prepare budgeting, forecasting, and financial modeling analyses.</li><li>Develop and maintain financial reports, dashboards, and performance metrics.</li><li>Support strategic initiatives, variance analysis, and process improvement projects.</li></ul><p><strong>What we’re looking for:</strong></p><ul><li>Experience in financial analysis, budgeting, forecasting, or related finance functions.</li><li>Knowledge of financial reporting, variance analysis, and financial modeling concepts.</li><li>Strong Excel, analytical, communication, and problem-solving skills.</li><li>Adaptability and the ability to make an immediate impact in diverse business environments.</li></ul><p><strong>Why join this team?</strong></p><p>Full-Time Engagement Professionals are full-time employees available for deployment on client critical projects or interim work, giving clients access to a larger pool of talent, continuity, and the ability to re-engage top professionals for future needs.</p>
<p><strong>Keys to the role:</strong></p><ul><li><em>This role is focused on product sales, product ordering portals, invoicing, etc</em></li><li><em>EDI (Electronic Data Interchange) experience is also needed for this role</em></li><li><em>Ability to wear multiple hats and shift priorities quickly</em></li></ul><p>We are seeking an experienced Senior Software Business Analyst to help deliver business-critical software solutions. This role serves as the bridge between business stakeholders and technical teams, ensuring requirements are clearly defined, analyzed, and translated into functional specifications. The ideal candidate will bring strong analytical skills, experience in software development environments, and the ability to manage multiple priorities in a fast-paced setting.</p><p><strong> </strong></p><p><strong>Responsibilities:</strong></p><ul><li>Gather, analyze, and translate business requirements for new and existing systems</li><li>Perform gap analyses and document workflows, wireframes, use cases, and functional specs</li><li>Partner with development and QA teams to review scope, track progress, resolve roadblocks, and support testing</li><li>Communicate project status, timelines, risks, and issues to stakeholders</li><li>Evaluate solutions for scalability, usability, and implementation readiness</li><li>Analyze processes, identify inefficiencies, and recommend improvements</li><li>Support system enhancements and ensure compliance with HIPAA and related regulations</li><li>Mentor junior analysts and contribute to reporting and process standards</li></ul><p><strong> </strong></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>
<p>A growing company in the Randolph area is seeking a Logistics Analyst to join its team. This Logistics Analyst is an ideal role for anyone looking to do logistics, supply chain, or order management who enjoys coordinating across departments and ensuring customer orders move efficiently from purchase through fulfillment and invoicing. This Logistics Analyst will work closely with customers, internal teams, warehouses, and third-party logistics providers to resolve issues, coordinate shipments, monitor inventory, and maintain accurate order information. This Logistics Analyst will also analyze operational data and help identify opportunities to improve processes and efficiency. Other responsibilities of this Logistics Analyst will include but not be limited to:</p><p><br></p><p><strong>Logistics Analyst Key Responsibilities:</strong></p><ul><li>Coordinate domestic and import orders from entry through fulfillment.</li><li>Work with customers, internal departments, warehouses, and 3PL partners to ensure timely and accurate shipments.</li><li>Review orders for accuracy and resolve discrepancies between customer requirements and internal systems.</li><li>Maintain customer, pricing, and product information within ERP systems.</li><li>Monitor inventory levels and address potential shortages or fulfillment issues.</li><li>Coordinate with 3PL partners regarding routing, shipping changes, shortages, and other order issues.</li><li>Monitor customer shipping requirements and communicate updates to appropriate internal teams.</li><li>Track and report operational and customer service KPIs.</li><li>Perform manual order entry when required.</li><li>Analyze logistics and operational data to identify trends and process improvement opportunities.</li><li>Support and lead cross-functional projects as needed.</li></ul><p>This Logistics Analyst role is paying between $65,000 and $80,000 annually depending on experience. If interested in this Logistics Analyst position, apply today! </p>
We are looking for an entry-level Financial Analyst to support a financial services team on a contract position. This opportunity is well suited for someone who wants to build hands-on experience in financial operations, client due diligence, and regulatory review within a detail-focused services environment. The role offers exposure to core analytical processes while contributing to project-based work that supports business priorities.<br><br>Responsibilities:<br>• Review financial and client-related documentation to support day-to-day analytical and operational activities<br>• Assist with Know Your Customer and Anti-Money Laundering checks by gathering, organizing, and validating required information<br>• Conduct OFAC screening and escalate potential matches or exceptions for further review<br>• Prepare clear summaries, tracking reports, and status updates for internal stakeholders and project leads<br>• Maintain accurate records in internal systems and ensure documentation is complete and audit-ready<br>• Support project-related tasks tied to business initiatives, including process updates and data verification<br>• Partner with team members to identify discrepancies, resolve issues, and meet established deadlines
<p><strong>About the Role</strong></p><p>We are seeking a detail‑oriented <strong>Financial Analyst</strong> to join our team on a <strong>contract basis</strong>. The ideal candidate will bring strong analytical skills, business acumen, and the ability to quickly step in and support critical financial initiatives in a fast‑paced environment. This role will support budgeting, forecasting, and financial analysis, helping drive data‑driven decision‑making and ensuring accurate financial insights.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Prepare and analyze financial reports, including variance analysis and performance metrics.</p><p>• Support budgeting and forecasting processes, including data gathering and modeling.</p><p>• Analyze trends in revenue, expenses, and operational performance.</p><p>• Build and maintain financial models to support strategic and operational decisions.</p><p>• Partner with business units to provide insights and improve financial performance.</p><p>• Assist with month‑end close by providing analytical support and reporting.</p><p>• Develop dashboards and reports to track key business metrics.</p><p>• Identify opportunities for process improvements and enhanced reporting efficiencies.</p>
We are looking for a Supply Chain Analyst to support inbound transportation activities for a manufacturing organization in Parsippany, New Jersey. This contract position with permanent potential focuses on coordinating drayage moves, improving carrier performance, and maintaining reliable shipment visibility across the inbound network. The ideal candidate brings a strong logistics background, sound judgment in fast-moving situations, and the ability to work closely with internal stakeholders and transportation partners.<br><br>Responsibilities:<br>• Coordinate the assignment of inbound container drayage moves to approved carriers while following established transportation guidelines.<br>• Keep operating procedures accurate and up to date, and share process changes with logistics partners, customs contacts, internal inbound teams, and transportation providers.<br>• Gather carrier status updates and combine shipment tracking details into daily inbound reporting for internal visibility.<br>• Source and evaluate market pricing for new drayage lanes to support cost-effective transportation planning throughout the year.<br>• Reassign loads to alternate carriers when service issues arise or when primary providers decline shipment coverage.<br>• Review carrier performance each day, address service disruptions quickly, and take action to reduce delays and extra accessorial costs.<br>• Support operations, sales, finance, and compliance teams by securing shipment documentation, transportation details, and spot quotes as needed.<br>• Strengthen the carrier network by meeting with prospective service providers, assisting with selection decisions, and helping onboard new partners.<br>• Lead recurring carrier business reviews, oversee annual bid and volume allocation activities, and help negotiate transportation agreements.<br>• Prepare and distribute weekly port activity updates and contribute to process improvement projects that enhance inbound logistics execution.
<p>We are looking for a Supply Chain Analyst to join a food and food processing organization in Woodcliff Lake, New Jersey. This Long-term Contract position is ideal for someone who can keep transportation and product movement organized while supporting day-to-day supply chain activity across inbound, outbound, and intercompany operations. The role requires strong attention to detail, solid Excel skills, and the ability to work closely with internal teams and external partners to maintain efficient product flow.</p><p><br></p><p>Responsibilities:</p><p>• Manage the movement of materials and finished goods across inbound, outbound, and intercompany channels to help ensure deliveries stay on schedule.</p><p>• Track shipments from dispatch through arrival and communicate timely status updates to teams and business partners.</p><p>• Keep shipment logs, inventory records, and transportation documents accurate and up to date for daily operations.</p><p>• Investigate delivery exceptions and coordinate with carriers or vendors to resolve transportation issues quickly.</p><p>• Work with outside logistics providers and cross-functional stakeholders to improve coordination and day-to-day execution.</p><p>• Assist with broader supply chain activities such as procurement support, inventory follow-up, planning coordination, and sourcing-related tasks.</p><p>• Prepare recurring and ad hoc reports using Excel to support supply chain visibility and operational decision-making.</p><p>• Contribute to process execution and other logistics-related assignments as business needs evolve during the contract period.</p>
<p>We are looking for a Risk/Trading Analyst to support day-to-day trading activity and strengthen oversight across multiple asset classes in Somerset, New Jersey. This position is suited to an analytical, detail-oriented individual who can help monitor exposure, review trading activity, and contribute to disciplined risk control in a fast-moving environment. The role works closely with trading leadership to help maintain efficient execution and informed decision-making.</p><p><br></p><p>Benefits:</p><p>Medical and Dental </p><p><br></p><p>Responsibilities:</p><p>• Oversee market exposure and counterparty positions across products such as foreign exchange, commodities, CFDs, and digital assets.</p><p>• Support daily trading operations by coordinating with leadership on execution priorities and risk-related decisions.</p><p>• Review client trading activity in real time to identify irregular patterns, exceptions, or emerging exposure concerns.</p><p>• Carry out order execution accurately while helping ensure activity aligns with internal risk parameters and market conditions.</p><p>• Analyze trading data and prepare clear summaries that help guide operational and risk management actions.</p><p>• Assist in monitoring broker and liquidity relationships to support stable and effective trading operations.</p><p>• Use reporting tools and spreadsheets to track key metrics, maintain records, and improve visibility into trading performance.</p>
We are looking for a Senior Business Analyst to lead a high-impact machine identity and agentic AI governance initiative for a large enterprise environment in New York, New York. This Long-term Contract position will guide the design, rollout, and day-to-day operational framework for governing non-human identities across cloud platforms, enterprise applications, and cybersecurity domains. The role requires close partnership with technical and business stakeholders to create scalable controls, improve visibility, and support responsible AI adoption with effective governance practices.<br><br>Responsibilities:<br>• Lead the implementation of a machine identity governance program across enterprise systems, cloud environments, and connected business applications.<br>• Coordinate with engineering, identity, and security teams to define operating procedures for discovery, classification, ownership tracking, and lifecycle oversight of non-human identities.<br>• Create practical intake, review, and approval processes for new service accounts, secrets, tokens, and other machine credentials requested by business teams.<br>• Develop reporting tools, dashboards, and alert mechanisms that provide stakeholders with timely insight into credential usage, risk exposure, and governance status.<br>• Work with subject matter experts to establish controls for provisioning, rotation, periodic access validation, and retirement of machine identities.<br>• Investigate unmanaged or inactive credentials and partner with relevant teams to drive remediation and strengthen governance coverage.<br>• Act as a central liaison across identity management, cloud operations, enterprise applications, cybersecurity, and AI-related teams to align priorities and execution.<br>• Produce and maintain runbooks, standards, and operational documentation that support consistent machine identity management practices.<br>• Track program metrics and maturity indicators to demonstrate operational progress, risk reduction, and areas for continuous improvement.
<p><strong>Business Intelligence Developer I (Tableau)</strong></p><p><strong>Location: Remote (EST Hours)</strong></p><p><strong>Duration: Through 12/6/2026, extensions possible</strong></p><p><br></p><p><br></p><p>We are looking for a Business Intelligence Developer to support reporting and analytics initiatives. In this role, you will create intuitive Tableau dashboards and deliver actionable insights that help teams make informed business decisions. The ideal candidate brings hands-on experience with Tableau development, a strong understanding of data visualization principles, and the ability to turn business needs into efficient reporting solutions.</p><p><br></p><p>Responsibilities:</p><p>• Build, enhance, and maintain Tableau dashboards and reports that present complex data in a clear and meaningful way.</p><p>• Partner with business stakeholders to gather reporting needs and convert them into practical visualization and analytics solutions.</p><p>• Develop calculated fields, custom logic, and advanced visual elements to support detailed analysis and business insight.</p><p>• Improve dashboard efficiency by identifying bottlenecks and applying Tableau-specific performance optimization techniques.</p><p>• Work with data structures and source specifications to support accurate reporting and effective dashboard design.</p><p>• Participate in Agile or Scrum ceremonies, contributing to iterative development, prioritization, and delivery planning.</p><p>• Execute testing activities across reports and dashboards, including unit, integration, regression, and performance validation.</p><p>• Collaborate with cross-functional teams to troubleshoot issues, refine requirements, and ensure reporting deliverables meet business expectations.</p>
We are looking for a Payroll Analyst to join a high-volume payroll team supporting a large workforce within the entertainment industry in New York, New York. This contract position is ideal for a detail-oriented individual who enjoys working in a fast-paced environment and can manage payroll processes for a diverse employee population that includes hourly, salaried, union, and non-union staff. The role is fully onsite and offers the opportunity to contribute to payroll operations for both corporate and venue-based employees while partnering closely with HR and internal stakeholders.<br><br>Responsibilities:<br>• Process end-to-end payroll for a large employee population across multiple business groups, ensuring timely and accurate pay distribution.<br>• Review and validate payroll data for hourly and salaried employees, including union and non-union worker classifications.<br>• Audit timekeeping records, earnings codes, deductions, and other payroll inputs prior to each payroll cycle.<br>• Support biweekly payroll activities by resolving discrepancies, researching issues, and coordinating corrections as needed.<br>• Maintain compliance with multi-state payroll requirements and applicable wage and hour regulations.<br>• Partner with HR, payroll team members, and internal departments to address employee payroll questions and ensure data accuracy.<br>• Assist with payroll reporting, reconciliations, and record maintenance to support internal controls and operational accuracy.<br>• Contribute to payroll-related projects, process improvements, and system-related tasks as assigned by leadership.
We are looking for a Payroll Analyst to join a live entertainment and venue operations organization in New York, New York. This position focuses on delivering accurate, timely payroll processing across multiple U.S. entities while maintaining compliance with federal, state, and local requirements. The ideal candidate combines strong Oracle Cloud payroll experience with a sharp analytical mindset and the ability to resolve complex issues in a fast-moving environment.<br><br>Responsibilities:<br>• Administer end-to-end payroll processing across weekly, biweekly, semimonthly, and monthly schedules for multiple U.S. entities.<br>• Maintain and update payroll records in Oracle Cloud, including relationship data, retroactive adjustments, cost distributions, special payments, and calculation updates.<br>• Load payroll-related information through spreadsheet-based import tools and verify that submitted data is complete and accurate.<br>• Review payroll activity for tax deductions, garnishments, benefit withholdings, and retirement contributions to confirm accuracy and regulatory compliance.<br>• Reconcile payroll results across legal entities and jurisdictions, ensuring proper handling of federal, state, and local tax obligations.<br>• Support employee movements between entities by validating setup changes and confirming correct payroll and tax treatment.<br>• Examine payroll registers before finalization, investigate discrepancies, and resolve issues within established processing timelines.<br>• Produce payroll reports and supporting documentation for reconciliations, internal reviews, and audit readiness.<br>• Collaborate with internal partners to improve payroll workflows, address operational questions, and strengthen overall service delivery.
<p>A leading infrastructure and transportation group is seeking a hands-on Senior Data Engineer to architect and build our next-generation Enterprise Reporting & Data Warehouse (ERDW.Next) on Databricks. Acting as the hands-on technical owner, you will drive target-state design, medallion architecture (Delta Lake), and legacy migrations off SQL Server/Synapse while remaining actively in the codebase. You will partner with our Enterprise Architect, Power BI team, business users, and offshore delivery partners across finance, construction, and safety domains.</p><p><br></p><p><strong>QUALIFIED CANDIDATES SHOULD HAVE EXPERIENCE WITH:</strong></p><ul><li>Serving as a Databricks SME</li><li>ERP integrations (strong plus)</li><li>Python / PySpark</li><li>Performance tuning and optimization</li><li>Databricks maintenance, including VACUUM</li><li>Data governance and best practices</li><li>Semantic modeling</li></ul><p><br></p><p><strong>RESPONSIBILITIES</strong></p><ul><li><strong>Architecture & Strategy:</strong> Design the ERDW.Next lakehouse (medallion/gold layer star schema) and govern data modeling, batch/streaming, and Delta Live Tables standards.</li><li><strong>Build & Migration:</strong> Write production-grade PySpark, Spark SQL, and Delta Live Tables pipelines orchestrated via Databricks Workflows. Re-engineer legacy SSIS/T-SQL/Synapse logic and ingest ERP data (JD Edwards, Anaplan) using CDC and Auto Loader.</li><li><strong>Platform Operations:</strong> Optimize cost/performance using Photon, Liquid Clustering, and OPTIMIZE. Manage CI/CD pipelines via Git and Databricks Asset Bundles while maintaining strict SLAs.</li><li><strong>Governance & AI:</strong> Implement Unity Catalog governance (entitlements, lineage, audit) and curate Databricks Genie Agents for natural-language analytics.</li><li><strong>Partner & Legacy Management:</strong> Support legacy platforms during transition and maintain code quality standards across offshore partner teams. Leverage agentic AI coding tools safely to accelerate delivery.</li></ul><p><br></p>
<p>We are looking for an AR Analyst to join our manufacturing team in East Brunswick, New Jersey. This role focuses on researching retail chargebacks, supporting accounts receivable activities, and helping strengthen order and billing accuracy across customer accounts. The ideal candidate brings strong attention to detail, confidence working with financial data, and the ability to collaborate with internal departments and external partners to resolve issues efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Review and evaluate retail chargebacks tied to shipping activity, deductions, and customer program expenses across assigned accounts.</p><p>• Track patterns in deductions, identify recurring problems, and raise significant findings to management for corrective action.</p><p>• Support recovery efforts by gathering data, monitoring open items, and following through on chargeback disputes in a timely manner.</p><p>• Assist with the validation of transaction-related chargebacks, including labeling, catalog, order, and shipping document issues that impact compliance.</p><p>• Coordinate with internal operations, customer-facing teams, and retail partners to investigate discrepancies and help resolve order or invoice exceptions.</p><p>• Research disputed claims using customer guidelines and supporting documentation, then prepare materials needed for rebuttals and recovery requests.</p><p>• Maintain accurate records of chargeback activity, dispute status, customer communications, and final outcomes for reporting purposes.</p><p>• Review aging reports and payment activity to help prioritize collection efforts and support follow-up on overdue balances.</p><p>• Contribute to process improvements that enhance efficiency, reduce manual effort, and improve consistency in accounts receivable support.</p><p>Benefits:</p><p>Medical, Dental, Vision, PTO</p>
<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>