<p><strong>Overview:</strong></p><p>We are seeking an experienced Financial Analyst with 3 or more years of hands-on experience to join our team. This role is ideal for a results-driven professional with a strong background in financial modeling, forecasting, data analysis, and reporting. The successful candidate will support strategic decision-making through high-quality financial analysis and deliver actionable insights to cross-functional teams.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, analyze, and interpret financial data to support budgeting, forecasting, and strategic planning activities.</li><li>Develop and maintain complex financial models to project business performance and evaluate potential scenarios.</li><li>Conduct variance analysis on financial results and provide clear explanations and recommendations to management.</li><li>Collaborate with department leads to gather data, build forecasts, and identify opportunities for cost reduction and growth.</li><li>Assist with the preparation of monthly, quarterly, and annual management reports, including dashboard and executive presentations.</li><li>Support the evaluation of business opportunities, investments, and ad hoc projects by performing financial due diligence and analysis.</li><li>Ensure accuracy and integrity of financial reporting and compliance with internal policies and procedures.</li><li>Keep up to date with industry trends, market data, and best practices in financial analysis.</li></ul><p><br></p>
<p><strong>Financial Analyst - CPG, Hybrid (1 day in office)</strong></p><p><br></p><p>Our Client a Global CPG firm is looking for a detail-oriented Financial Analyst to join their team in Greenwich, Connecticut (Close to train). In this role, you will be responsible for driving strategic financial insights and supporting operational efficiency through advanced data analysis and financial modeling. This position offers an opportunity to work directly with the "C" Suite and make a significant impact.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive financial analysis to support strategic decision-making processes.</p><p>• Develop and maintain financial models to forecast business performance and identify growth opportunities.</p><p>• Perform variance analysis to identify trends and discrepancies.</p><p>• Execute ad hoc financial evaluations to address specific business challenges and opportunities.</p><p>• Utilize data mining techniques to extract and interpret complex datasets.</p><p>• Collaborate with cross-functional teams to enhance operational efficiency and align financial goals.</p><p><br></p><p>For immediate consideration email your resume to austin.royle@rhi.</p><p><br></p><p>TY,</p><p>Austin</p>
<p>We are looking for a detail-oriented Financial Analyst to join our team on a contract basis in Irvington, New York. This hybrid role offers the flexibility to work both remotely and on-site. In this role, you'll help develop and implement pricing strategies by analyzing customer profiles, sales data, and location trends to maximize profitability. Responsibilities include maintaining pricing models, supporting sales and operations teams, and contributing ideas to improve processes and collaboration. This is an excellent opportunity for a strategic thinker with strong analytical skills looking to make a business impact. </p><p><br></p><p>Responsibilities:</p><ul><li>Develop pricing solutions for potential new customers</li><li>Maximize profitability across all customer bases</li><li>Identify gaps and opportunities, and recommend refinements to prices and strategy</li><li>Partner with cross-functional team on pricing-related initiatives</li><li>Drive continuous improvement to pricing analyses, tools, and reports</li><li>Perform other duties as directed by the supervisor or other members of management.</li><li>Work with data and analytical platforms to identify challenges, develop recommendations, and measure success in partnership with stakeholders.</li><li>Facilitate change by guiding operational teams through the transition to new tools and reporting systems.</li><li>Participate in Lean activities to provide analytical support to strategic initiatives.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst to join our team in New York, New York. In this role, you will leverage your analytical expertise and business acumen to enhance financial performance, optimize contracts, and provide strategic insights to senior leadership. This is an exciting opportunity to contribute to impactful decision-making processes in a dynamic and growing organization.<br><br>Responsibilities:<br>• Develop and maintain detailed financial models to support strategic planning and forecasting efforts.<br>• Conduct sensitivity analyses and scenario modeling to evaluate program sustainability under varying conditions.<br>• Collaborate with finance teams to align model assumptions with current business realities.<br>• Analyze contract terms to identify cost-saving opportunities and mitigate financial risks.<br>• Support vendor negotiations by preparing data-driven recommendations on pricing, payment terms, and performance metrics.<br>• Monitor departmental budgets and project expenditures, ensuring alignment with financial goals.<br>• Accurately code expenses, track invoices, and provide accrual information to maintain budget integrity.<br>• Prepare rolling forecasts and long-term financial projections to inform strategic planning processes.<br>• Evaluate key performance indicators and business drivers to refine forecasting accuracy.<br>• Present financial trends and insights to senior leadership through clear and actionable reports.
<p>We are looking for a skilled Financial Analyst to oversee financial planning, budgeting, and strategic analytics for our organization. This role requires an individual with a strong background in financial modeling and variance analysis. Based in Stamford, Connecticut, this position offers an excellent opportunity to contribute to impactful decision-making through comprehensive financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage the annual budget, ensuring alignment with organizational goals and objectives.</p><p>• Perform comprehensive variance analyses to identify trends, risks, and opportunities.</p><p>• Create detailed financial models to support business decisions and long-term strategy.</p><p>• Oversee the financial planning and analysis (FP& A) process, providing actionable insights to senior leadership.</p><p>• Lead the preparation of regular financial forecasts and reports with accuracy and timeliness.</p><p>• Collaborate with cross-functional teams to streamline budgeting and reporting processes.</p><p>• Evaluate and recommend strategies to optimize financial performance and operational efficiency.</p><p>• Ensure compliance with financial regulations and internal policies.</p><p>• Present key findings and recommendations to stakeholders, including executives and board members</p>
<p>We are looking for a skilled Client Financial Analyst to oversee the financial operations of our agency in New York, New York. This Contract to permanent position involves managing vendor relationships, handling client finances, and ensuring accurate financial reporting and analysis. The role also includes supervising an offshore resource and collaborating with global stakeholders to drive efficiency and maintain financial controls.</p><p><br></p><p>Responsibilities:</p><p>• Manage vendor engagements, including onboarding, issuing purchase orders, processing invoices, and releasing payments.</p><p>• Oversee purchase order balances and ensure they are routed to active vendors.</p><p>• Maintain compliance with vendor-related policies and regulations, serving as the agency's resource for vendor invoicing and payment processes.</p><p>• Support the preparation and maintenance of the US revenue forecast and assist with client setup, credit limits, and billing processes.</p><p>• Collaborate with client teams to ensure timely payments and provide financial support for contracts, including MSAs and SOWs.</p><p>• Lead revenue reporting efforts and assist with month-end closing processes, including general ledger analysis and accrual calculations.</p><p>• Develop regular cash forecasts and monitor working capital, including accounts receivable, accounts payable, and pre-billed amounts.</p><p>• Maintain master utilization records and analyze client/project service levels for over/underservice.</p><p>• Build Power BI dashboards to improve accessibility of internal KPIs for stakeholders.</p><p>• Conduct ad hoc financial analyses to support business decisions.</p>
<p>We are seeking a detail-oriented and knowledgeable <strong>Financial Data Analyst</strong> to support artificial intelligence (AI) annotation initiatives across a range of projects, including research document analysis, document search optimization, and others. The ideal candidate will have a solid understanding of financial markets and strong accounting expertise, ideally with experience in auditing. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and annotate financial documents and research materials to support AI training and model development.</li><li>Apply financial knowledge to ensure accuracy and consistency in data labeling.</li><li>Collaborate with cross-functional teams to meet project deadlines and quality standards.</li><li>Adapt quickly to shifting priorities and support different projects, including Supply Chain, as needed.</li><li>Follow established guidelines and maintain high attention to detail.</li></ul><p><br></p><p><br></p>
<p>Very large NYSE traded company in Central Morris County is seeking a Sr. Specialist in their SEC Reporting Group. The successful candidate with have 2+ years of public company SEC reporting experience either in a corporate setting or within Big 4 or large regional public accounting with SEC clients. Will support all SEC reporting including preparation of Form 10K and 10Q reports. Will also assist in preparing financial statements for public reporting entities. Must have a degree in Accounting and a CPA or CPA track is preferred. Strong financial reporting and SEC reporting experience. Great opportunity to gain high exposure in this larger organization working directly for the SEC Financial Reporting Manager. Experience with SAP is a plus but not required. This Senior SEC Accountant position is highly visible with a good potential for future growth. Salary $80-120k depending on experience, plus bonus and great benefits. </p>
<p>Growing, manufacturer, located outside of the Philadelphia Suburbs, seeks a FP& A Analyst with strong cost control expertise. The FP& A Analyst will develop financial models through process analysis, conduct financial data mining, identify trends & risks, forecast revenues and expenditures, and provide guidance on future budgeting. This candidate will also assist with financial adjustments, evaluate investment opportunities, analyze variances, assist with KPI tracking, create and implement financial strategic planning, and coordinate annual pricing analysis. The ideal FP& A Analyst should be able to own process integrations, assess quality and integrity of data for reporting, and work independently.</p><p><br></p><p>Major Responsibilities</p><p>· Manage the annual budget and strategic planning process</p><p>· Prepare cost projections</p><p>· Conduct thorough research of historical financial data</p><p>· Analyze profitability analysis by product and customer</p><p>· Oversee inventory transactions while monitoring COGS</p><p>· Lead efforts to business unit profitability</p><p>· Assist with financial input on financials and investments</p><p>· Develop and gain deep business understanding of financial drivers</p><p>· Monitor performance indicators for profit and loss</p>
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP& A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
We are looking for an Entry Level Financial Analyst to join a dynamic hospitality team in New York, New York. In this contract role with potential for permanent employment, you will play a key part in analyzing financial data, preparing reports, and identifying trends to support business decision-making. This position offers an excellent opportunity to grow your career in financial analysis within the hospitality industry.<br><br>Responsibilities:<br>• Collect and organize financial data from various sources to ensure accurate reporting.<br>• Analyze financial trends and patterns to provide actionable insights to the team.<br>• Prepare and deliver detailed financial reports to support decision-making processes.<br>• Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to streamline data analysis.<br>• Collaborate with team members to support budgeting and forecasting activities.<br>• Assist in ad hoc reporting and special projects as needed.<br>• Ensure compliance with financial policies and procedures during all analysis tasks.<br>• Maintain proficiency in accounting software and tools to improve reporting efficiency.<br>• Support auditing processes by providing relevant financial data and documentation.<br>• Contribute to developing and refining business reporting processes for enhanced accuracy.
<p>Join a team driving the future of digital audio!</p><p><br></p><p>Our client—an industry leader connecting audiences through wide ranging media platforms is looking for a Financial Analyst to join their high-impact team. This role offers a powerful blend of visibility, autonomy, and cross-functional collaboration. You’ll work closely with senior leadership, contribute directly to big-picture decisions, and help shape the financial future of a growing division.</p><p><br></p><p>In this role, you will:</p><ul><li>Partner with the Finance Manager and FP& A team on planning, analysis, and reporting</li><li>Prepare weekly, monthly, and quarterly reports for executive leadership</li><li>Support annual planning, forecasting, budgeting, and pipeline analysis</li><li>Monitor and analyze spending, including budget vs. forecast variance analysis</li><li>Collaborate with accounting and business partners to deliver accurate reporting</li><li>Maintain and update free cash flow and cash forecasting models</li><li>Support capital expenditure budgeting and project-level spend tracking</li><li>Respond to ad-hoc requests, audits, and compliance needs</li><li>Drive process improvements to enhance speed, accuracy, and efficiency</li></ul><p>If you're analytical, solutions-driven, and excited to make an impact in a creative, digital-first environment, we want to hear from you. To apply, please send your resume to Kristin.Kelleher@roberthalf.</p>
We are looking for a skilled Financial Analyst to join our team in Woodside, New York. This is a long-term contract position where you will play a key role in managing and analyzing financial data to support organizational goals. The ideal candidate will have a strong background in budgeting, variance analysis, and accounting processes, along with proficiency in relevant software tools.<br><br>Responsibilities:<br>• Prepare and oversee budget modifications to ensure alignment with organizational needs.<br>• Conduct detailed variance analysis to identify discrepancies and recommend corrective actions.<br>• Compare budgets against actual expenditures and provide accurate reporting.<br>• Make necessary corrections to billing processes to maintain financial accuracy.<br>• Develop and share comprehensive schedules for budget modifications with the billing team.<br>• Collaborate closely with the passport billing team to ensure seamless financial operations.
<p>The salary for this position is 135,000 - 150,000. The benefits include medical, vision, dental, disability, life insurance, flexible spending accounts, 401k, holidays and paid time off.</p><p><br></p><p>We are seeking a Tax Manager to join our client's team in the Lawrenceville, New Jersey area. The Tax Manager will be responsible for preparing tax provisions, maintaining and developing our financial systems, and ensuring compliance with national and international tax laws.</p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Prepare and handle tax provisions from scratch</p><p>• Use accounting software systems to maintain accurate financial records</p><p>• Provide expertise in national/multi-state tax regulations</p><p>• Conduct internal audits to ensure compliance with tax laws</p><p>• Utilize Accounting Functions, CCH ProSystem Fx, and CCH Sales Tax for financial management</p><p>• Develop and manage the Annual Income Tax Provision</p><p>• Assist in Entity Formation for various business ventures</p><p>• Ensure compliance with IFRS and other international tax laws</p><p>• Use ADP - Financial Services and CaseWare for financial services and auditing</p><p>• Work with the team to improve and maintain financial systems.</p>
<p>We are looking for a skilled Financial Analyst/Manager to join our team in White Plains, New York. In this role, you will play a pivotal part in analyzing financial data, preparing budgets, and providing strategic insights to support organizational growth. The ideal candidate will have a strong background in financial modeling, analysis, and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage budgets for various departments, ensuring alignment with cost trends and projected revenues.</p><p>• Analyze key financial performance indicators and prepare comprehensive reports to guide senior management in decision-making.</p><p>• Oversee the adoption and optimization of financial software tools to streamline accounting and reporting processes.</p><p>• Utilize data analytics tools to enhance financial forecasting and support operational improvements.</p><p>• Prepare and review financial statements and reports for internal stakeholders and external regulatory compliance.</p><p>• Assess operational costs, capital expenditures, and revenue streams to identify opportunities for optimization.</p><p>• Monitor billing, collections, and claims processes to improve revenue flow and address inefficiencies.</p><p>• Collaborate with billing teams to enhance cash flow management and minimize delays.</p><p>• Provide financial guidance to executive leadership during strategic planning and decision-making sessions.</p><p>• Evaluate financial implications of potential partnerships, expansions, and acquisitions.</p>
<p>Robert Half Financial Services is recruiting for a Money Market/Repo Trade Support role for a global boutique Bank firm located in midtown Manhattan. Our client requires 2+ years Money Market or Repo Trade Operations experience at a Bank, with knowledge of MM, Repo, FX products. Experience using Opics system is advantageous. This role is hybrid remote requiring 2-3 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Price fix/floating rate notes based on swap, credit risk and yield curve considerations</li><li>Price Repo collateral based on specific issue and technical factors in the treasury market</li><li>Price USD/FX Depo Swap based on exchange rates</li><li>Other financial instruments that the Branch considers strategically appropriate</li><li>Forecast running cash position and calculate how each transaction influences current and future cash flows</li><li>Maintain Repo I/O ratio in conjunction with internal limits</li><li>Maintain DTC clearing fund requirements and prevent any limit breaches</li><li>Develop relationship with counterparties (inter-Bank, Dealers, FICC, MMF, and FRB)</li><li>Participate in meetings/events where the market participants participate and make/keep relationships with them</li><li>Inputting transactions into the Opics System</li><li>Perform daily settlement of the Bank’s balances with Branch’s primary bank, assuring positive balances and no over drawn accounts</li><li>Execute all short-term funding needs and trading activities within authorized limits</li><li>Make FICC margin call RINGI</li><li>Make transaction RINGI reports</li><li>Monitor credit lines for potential problems and devise solutions to minimize the Branch’s risk exposure</li><li>Acquire and analyze market information and share with the TR group and management when needed</li><li>Control, reconcile and adjust the Opics system, ensuring accuracy of all cash trader’s details</li><li>Quote rates to our Loan Group and accommodate their funding/repayment needs and adjustments</li><li>Make internal tickets of loan transactions for the Operation Group</li><li>Prepare and secure all necessary documents in accordance with internal compliance guidelines</li><li>Prepare “Know Your Customer Questionnaire” for new counterparties</li><li>Participate in various projects at the beginning stage and make suggestions</li></ul>
<p>110,000 - 120,000</p><p><br></p><p>Benefits include:</p><ul><li>health insurance</li><li>paid time off</li><li>hybrid/remote</li></ul><p><br></p><p><br></p><p>A leading midsize CPA firm in Edison has a hybrid or fully remote opportunity open for an Outsourced Accounting Manager. The successful candidate will have five plus years in a CPA firm handling the accounting and reporting functions for multiple clients. A CPA or progress toward is ideal but not required.</p><p>Responsibilities include:</p><p>· Accounts payable processing including bill payment.</p><p>· Financial statement preparation.</p><p>· Oversee the day-day outsourced accounting and finance services to clients.</p><p>· Review and approve payroll.</p><p>· Meet with clients to review monthly financial reports and respond timely to client inquiries.</p><p>· General accounting and finance consulting.</p><p>· Frequent interaction with clients.</p><p>The firm has an excellent reputation and one of the lowest turnover rates in the industry, nationally. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity. </p>
<p>120,000 - 150,000</p><p><br></p><p>benefits:</p><ul><li>health care</li><li>401k</li><li>paid time off</li></ul><p><strong>Responsibilities</strong></p><ul><li>Lead annual budgeting and quarterly forecasting processes</li><li>Prepare and analyze financial reports, including variance analysis</li><li>Develop financial models to support business initiatives and strategic planning</li><li>Partner with cross-functional teams to provide insights and recommendations</li><li>Monitor KPIs and identify trends to improve financial performance</li><li>Support month-end close and management reporting</li></ul><p><br></p>
<p>We are looking for a dedicated Credit Analyst to join our team in Fort Washington, Pennsylvania. In this long-term contract role, you will play a key part in managing financial operations related to property management and utilities. This position offers the opportunity to work collaboratively in a dynamic environment, with a mix of office (4 days) and remote (Friday) work.</p><p><br></p><p>Responsibilities:</p><p>• Oversee utility billing processes, including initiating and discontinuing utility services at various properties.</p><p>• Collaborate with accounting teams to develop and manage utility budgets.</p><p>• Prepare and maintain accurate reports related to accruals.</p><p>• Investigate and resolve discrepancies in utility charges.</p><p>• Analyze property management financials to ensure accuracy and compliance.</p><p>• Perform credit analysis and manage commercial collections.</p><p>• Process credit applications efficiently and in compliance with company standards.</p><p>• Utilize software tools such as Excel and Yardi (preferred) to streamline operations.</p><p>• Support financial decision-making by providing detailed analytical reports.</p>
<p>Salary is 180,000 - 200,000.</p><p><br></p><p>Benefits include medical, dental, vision insurance, 401k, and PTO.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of enterprise-wide budgeting, forecasting, and financial planning processes.</p><p>• Oversee long-term financial strategies, including capital investment evaluations and rate case financial support.</p><p>• Provide in-depth analysis of financial statements, including balance sheets, profit and loss statements, and cash flow projections.</p><p>• Communicate financial insights and business performance drivers to various internal stakeholders, including senior management and the Board of Directors.</p><p>• Supervise and mentor a team of finance professionals, fostering growth and collaboration.</p><p>• Ensure compliance with accounting standards and regulatory requirements within the energy sector.</p><p>• Collaborate with cross-functional teams to align financial objectives with overall business strategies.</p><p>• Support strategic initiatives by delivering accurate financial data and actionable recommendations.</p><p><br></p>
We are looking for an experienced Director of Finance to take a strategic leadership role within our organization in New York, New York. This position demands a forward-thinking individual who can drive financial planning and analysis, oversee budgeting processes, and provide actionable insights to support business growth. The ideal candidate will bring a strong background in managing financial operations, including full P& L ownership and M& A activities.<br><br>Responsibilities:<br>• Develop and manage robust financial models to support strategic decision-making and operational goals.<br>• Oversee the creation and execution of annual budgets and forecasting processes, ensuring accuracy and alignment with organizational objectives.<br>• Take full ownership of profit and loss (P& L) performance, driving financial and operational efficiency across the organization.<br>• Lead M& A due diligence efforts and provide integration support to ensure seamless transitions and alignment.<br>• Prepare and present executive-level reporting, including board presentations and strategic financial insights.<br>• Collaborate with accounting to streamline month-end close processes and ensure timely and accurate reporting.<br>• Spearhead the selection and implementation of a new FP& A tool, optimizing financial systems and processes.<br>• Identify trends, risks, and opportunities within financial data to proactively inform business decisions.<br>• Design and implement new budgeting processes that enhance financial oversight and operational planning.<br>• Provide leadership and mentorship to finance team members, fostering a culture of innovation and accountability.
We are looking for a Finance Systems Manager to oversee and optimize financial systems and processes within our organization. This role involves ensuring the accuracy and reliability of financial systems, collaborating with cross-functional teams, and driving improvements in system performance and reporting. The ideal candidate will have a strong background in finance systems management, process design, and stakeholder collaboration.<br><br>Responsibilities:<br>• Lead the design and implementation of finance process improvements, including mapping, monitoring, and optimization.<br>• Identify opportunities for enhancing financial systems and recommend best practices to support organizational goals.<br>• Manage end-to-end finance processes and applications, ensuring seamless operation and integration.<br>• Develop and maintain comprehensive documentation of finance solutions and workflows.<br>• Coordinate with IT and data teams to prioritize critical business projects and system enhancements.<br>• Ensure the accuracy of master data within finance applications to support reliable reporting.<br>• Oversee system integrations for financial applications, addressing issues and ensuring functionality.<br>• Support the accounting team in resolving system-related challenges during monthly and annual close processes.<br>• Act as the administrator for all finance systems, ensuring optimal performance and user adoption.<br>• Monitor system performance, data integrity, and process efficiency while driving continuous improvement initiatives.
<p>75,000 - 110,000</p><p><br></p><p>benefits:</p><ul><li>medical</li><li>dental</li><li>vision</li><li>paid time off</li><li>401k</li><li>growth potential</li></ul><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Monitor portfolio performance and provide regular reporting and analysis.</li><li>Compile, validate, and interpret financial data to identify trends, risks, and opportunities.</li><li>Assist in forecasting, budgeting, and long-term planning activities.</li><li>Prepare client-facing reports, dashboards, and presentations.</li><li>Support due diligence for new investments or portfolio changes.</li><li>Collaborate with internal teams (finance, operations, leadership) to ensure accuracy and transparency in portfolio reporting.</li><li>Maintain documentation and ensure compliance with internal controls.</li></ul>
<p>Responsibilities:</p><p>• Direct and oversee all financial planning, budgeting, and forecasting activities to ensure the organization’s long-term financial stability.</p><p>• Analyze financial data to identify trends and provide actionable insights that support strategic decision-making.</p><p>• Develop and implement financial policies and procedures to enhance the accuracy and efficiency of operations.</p><p>• Collaborate with senior leadership to align financial strategies with organizational goals and objectives.</p><p>• Manage and monitor accounting systems and databases to ensure the delivery of precise financial information.</p><p>• Lead the preparation of financial reports, including annual budgets and audits, ensuring compliance with regulations.</p><p>• Supervise and mentor the finance team, fostering growth and development with attention to detail.</p><p>• Identify and address complex financial challenges by developing innovative solutions.</p><p>• Ensure adherence to non-profit accounting standards and practices.</p><p>• Represent the organization in financial discussions with stakeholders and partners.</p>
<p>Our client is looking for a Chief Financial Officer (CFO) to oversee and streamline financial operations for a family-owned organization based in the Morristown, New Jersey area. This role involves establishing a family office to manage diverse assets, including investments, manufacturing sites, and real estate properties. The ideal candidate will bring expertise in strategic financial leadership and investment management, while fostering collaboration with operational teams across various business units.</p><p><br></p><p>Salary is 225,000 - 250,000. </p><p><br></p><p>Benefits include medical, dental, and vision insurance, 401k, and PTO. </p><p><br></p><p>Responsibilities:</p><p>• Develop and implement a family office structure to manage a portfolio of assets worth approximately $300 million.</p><p>• Oversee financial reporting and ensure accurate data flow from controllers and senior controllers across the organization.</p><p>• Provide strategic direction for investment strategies and asset management to maximize returns.</p><p>• Collaborate with operational leaders to align financial goals with business objectives across manufacturing, distribution, and retail.</p><p>• Drive financial planning processes, including budgeting, cash flow analysis, and forecasting.</p><p>• Monitor and evaluate capital expenditures, ensuring alignment with organizational priorities.</p><p>• Facilitate periodic travel to operational sites, including manufacturing plants, to maintain effective oversight.</p><p>• Ensure compliance with accounting standards and regulatory requirements across all business entities.</p><p>• Identify opportunities for process improvement and lead software implementation projects.</p><p>• Represent the organization in high-level financial discussions and negotiations with stakeholders.</p>
