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    138 results for Compliance Analyst Financial Services

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    We are a growing private equity firm with a strong portfolio of small to mid-sized businesses, we are seeking a Compliance Analyst to support and enhance our firm's regulatory and financial compliance framework.

    Position Overview:

    The Compliance Analyst will be responsible for ensuring regulatory and financial compliance across the firm and its portfolio companies. This role requires a detail-oriented professional who can work independently, maintain confidentiality, and oversee quarterly financial compliance certifications. The ideal candidate will have a business degree and experience in paralegal work, tax, audit, or accounting.

    Key Responsibilities:

    • Oversee compliance reporting and certifications for the firm and portfolio companies.
    • Distribute, track, and ensure completion of quarterly financial compliance certifications.
    • Maintain and enforce confidentiality policies across financial and operational data.
    • Work closely with legal, finance, and investment teams to ensure compliance with regulatory requirements.
    • Assist with audits, financial compliance reviews, and regulatory filings.
    • Monitor and improve internal compliance procedures to align with industry best practices.
    • Serve as the main point of contact for compliance-related inquiries from internal and external stakeholders.


    Qualifications & Skills:

    • Bachelor’s degree in Business, Finance, Accounting, or a related field.
    • Background in paralegal work, tax, audit, or accounting is highly preferred.
    • Strong attention to detail and ability to work independently.
    • Experience managing compliance reporting within a financial services or investment firm is a plus.
    • Ability to handle confidential information with discretion.
    • Excellent organizational and communication skills.


    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    138 results for Compliance Analyst Financial Services

    Compliance Analyst <p>We are a <strong>growing private equity firm</strong> with a strong portfolio of <strong>small to mid-sized businesses, we</strong> are seeking a <strong>Compliance Analyst</strong> to support and enhance our firm's regulatory and financial compliance framework.</p><p><strong>Position Overview:</strong></p><p>The <strong>Compliance Analyst</strong> will be responsible for ensuring regulatory and financial compliance across the firm and its portfolio companies. This role requires <strong>a detail-oriented professional</strong> who can work <strong>independently</strong>, maintain <strong>confidentiality</strong>, and oversee <strong>quarterly financial compliance certifications</strong>. The ideal candidate will have a <strong>business degree</strong> and experience in <strong>paralegal work, tax, audit, or accounting</strong>.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee <strong>compliance reporting and certifications</strong> for the firm and portfolio companies.</li><li>Distribute, track, and ensure completion of <strong>quarterly financial compliance certifications</strong>.</li><li>Maintain and enforce <strong>confidentiality policies</strong> across financial and operational data.</li><li>Work closely with <strong>legal, finance, and investment teams</strong> to ensure compliance with regulatory requirements.</li><li>Assist with <strong>audits, financial compliance reviews, and regulatory filings</strong>.</li><li>Monitor and improve <strong>internal compliance procedures</strong> to align with industry best practices.</li><li>Serve as the main point of contact for <strong>compliance-related inquiries</strong> from internal and external stakeholders.</li></ul><p><br></p> AML Compliance Analyst <ul><li><strong>Position: AML Compliance Analyst (Contract Role)</strong></li><li><strong>Location: 3700 Wiseman Boulevard, San Antonio, Texas</strong></li><li><strong>TYPE: 100% ONSITE</strong></li></ul><p> </p><p><strong>Job Description: </strong></p><ul><li>Interpretation of AML Risk standards guidelines policies and procedures.</li><li>Make risk based determination through Quality Analysis whether alerts were properly cleared by Compliance Alerts Analysts.</li><li>Ensure Alert data has been accurately collected and documented including but not limited to: Investigations data Suspicious Activity Reports SARS Currency Transaction Reports CTR Know Your Customer KYC information any relevant account and transaction data and all required information which would assist in an investigation. Strong research analytical and comprehension skills with ability to analyze large amounts of data</li></ul><p> </p><p><strong>Role and Responsibilities </strong></p><ul><li>Collect and analyze data, including alert, transactions, customer demographics and relevant account information to identify potential suspicious activity</li><li>Disposition and fully document the investigation, including supporting data, analysis, and rationale for disposition within the case management system</li><li>Complete the Suspicious Activity Report (SAR) form , if applicable, in accordance with Financial Crimes Enforcement Network (FinCEN) requirements </li><li>Effectively communicate with associates, management and various stakeholders on risks identified, possible typologies and recommend next steps</li><li>Balance inventory queues, deadlines, and priorities to achieve departmental standards and production goals</li><li>Demonstrate teamwork by accepting ad-hoc requests to assist other associates on inventory</li></ul> Tax Analyst We are on the hunt for a Tax Analyst to join our team in Boca Raton, Florida. As a Tax Analyst, you will play a crucial role in maintaining tax compliance, facilitating tax planning, and enhancing tax strategies for our portfolio of businesses.<br><br>Responsibilities:<br>• Assist in maintaining tax compliance, reporting, and filings for the firm and its portfolio companies.<br>• Contribute to the development of tax strategies and planning to maximize tax efficiencies.<br>• Stay updated with tax regulations through research and ensure adherence to federal, state, and international tax laws.<br>• Liaise with external tax advisors and accounting firms as required.<br>• Prepare and reconcile tax provisions for financial reporting.<br>• Play a pivotal role in due diligence and tax structuring for new acquisitions.<br>• Collaborate with teams across finance, legal, and investment on tax-related matters.<br>• Leverage accounting software systems and tax software such as OneSource, CorpTax, or similar for efficient tax operations.<br>• Uphold excellent customer service and documentation standards. <br>• Perform other accounting functions and auditing as needed. Salesforce Developer <p>We are seeking a highly skilled Salesforce Developer/Administrator with expertise in Salesforce Service Cloud, Salesforce Financial Services Cloud, and Salesforce Marketing Cloud to join our team. The ideal candidate will have strong experience in the banking or credit union domain, focusing on implementing end-to-end Salesforce solutions that enhance customer engagement, improve operational efficiency, and meet specific industry requirements. This role will involve gathering business requirements, designing and deploying Salesforce solutions, and supporting cross-functional teams to drive customer success.</p><p><br></p><ul><li>Design, develop, and maintain custom Salesforce applications using Apex, Lightning Web Components, Visualforce pages, and integrate with external systems.</li><li>Implement and configure Salesforce Marketing Cloud features such as Journey Builder, Email Studio, Audience Segmentation, and Automation Studio to deliver personalized marketing campaigns.</li><li>Implement Salesforce Service Cloud solutions, including case management, service console, knowledge base, and omnichannel support, to optimize customer service workflows.</li><li>Configure and implement Salesforce Financial Services Cloud for client relationship management, financial planning, and account management to meet the unique needs of financial institutions.</li><li>Develop custom APIs and integrations with third-party platforms, such as banking applications, data warehouses, and marketing tool</li></ul> Benefits Analyst We are searching for a meticulous and dedicated Benefits Analyst to join our team in Newport News, Virginia. In this role, you will be responsible for administering employee benefits, ensuring compliance with relevant laws and regulations, and maintaining accurate records. You will also be tasked with addressing queries on benefits and retirement plans, and facilitating the enrollment and termination processes for various benefit plans.<br><br>Responsibilities <br>• Administer employee benefits and manage associated monthly billing <br>• Coordinate and direct the implementation of benefit programs designed to insure employees against loss of income due to various factors<br>• Schedule and manage regular Open Enrollment meetings for all employees<br>• Input, audit, and maintain benefits deductions in ERA for all employees<br>• Evaluate services, coverage, and options available through insurance and investment companies to determine programs best meeting needs of organization<br>• Prepare and distribute information to inform employees of benefits program and special employer sponsored activities<br>• Manage the enrollment and termination processes for benefit plans and 401K plan for all eligible employees<br>• Act as a liaison between the company and benefit vendors<br>• Handle 401K loan requests, distributions, and contributions<br>• Conduct audits of Employee Navigator for Benefits Insurance representatives<br>• Coordinate COBRA Benefits for all termed employees including posting of received COBRA payments<br>• Administer FMLA including designation notice, notice of rights and responsibilities, determining eligibility, tracking leave, and exhaustion notices<br>• Process Armada Care claims and prescription benefits for executives<br>• Stay up-to-date on benefits best practices, laws and regulations governing employee, and benefits through seminars, webinars and other detail oriented education. Financial Analyst - Entry Level <p>We are on the hunt for a committed entry-level Financial Analyst to be a part of a bank based in Plano, Texas. In this role, you will be tasked with processing customer credit applications, ensuring the accuracy of customer records, and addressing customer inquiries. You will also be responsible for overseeing customer accounts and taking necessary actions when needed. This role offers a long-term contract employment opportunity.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Efficiently process customer credit applications, ensuring accuracy and timeliness.</p><p>• Maintain and update customer credit records regularly.</p><p>• Handle customer inquiries, resolving issues promptly and professionally.</p><p>• Monitor customer accounts, identifying any irregularities and taking appropriate action.</p><p>• Utilize accounting software systems to manage financial data and generate reports.</p><p>• Employ data mining techniques to extract and analyze financial data.</p><p>• Conduct auditing tasks to ensure compliance with banking standards.</p><p>• Participate in budget processes, contributing to financial planning and forecasting.</p><p>• Utilize ADP - Financial Services, CRM, and Crystal Reports for financial management and customer relationship tasks.</p><p>• Apply accrual accounting principles and capital management strategies in financial analyses.</p> Credentialing Specialist We are offering a short term contract employment opportunity for a Credentialing Specialist to join our team. Based in Portsmouth, New Hampshire, this role involves key functions within the financial services industry. The successful candidate will be involved in auditing, compliance, and the utilization of various software tools such as Adobe Acrobat, ADP - Financial Services, CRM, EHR SYSTEM and others.<br><br>Responsibilities:<br>• Efficiently process credentialing and provider enrollment<br>• Perform audits to ensure compliance with the Council for Affordable Quality Healthcare (CAQH) standards<br>• Maintain updated records on the Credentialing Processes<br>• Use Adobe Acrobat and other software tools for various tasks<br>• Utilize the ADP - Financial Services system for related tasks<br>• Manage CRM related tasks for better customer relationship management<br>• Handle provider and physician credentialing processes<br>• Use the EHR SYSTEM for maintaining electronic health records<br>• Ensure compliance with applicable regulations in all tasks<br>• Manage banner ads and other related tasks. Investment Trading Analyst <p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p> Benefits Analyst We are offering an exciting opportunity for a Benefits Analyst in the Newton Highlands, Massachusetts. This role primarily focuses on managing and enhancing employee benefits programs in the financial services industry. You will be part of a team responsible for maintaining accurate records, assisting employees, ensuring compliance with regulations, and improving benefits communications and reporting.<br><br>Responsibilities:<br><br>• Administer employee benefits programs, including medical, dental, vision, FSA, 401k, and more.<br>• Keep track of benefits eligibility and assist employees with their inquiries.<br>• Maintain precise records in HR systems for efficient management.<br>• Ensure all processes are compliant with state and federal regulations.<br>• Collaborate with other HR functions for seamless operations.<br>• Handle processes related to COBRA administration.<br>• Contribute to the improvement of benefits communications and reporting.<br>• Manage and resolve customer inquiries using CRM.<br>• Monitor customer accounts and take appropriate actions.<br>• Process customer credit applications using software like ADP - Financial Services, ADP Workforce Now, and Ceridian. Benefits Analyst <p>We are offering an exciting opportunity for a Benefits Analyst in ENGLEWOOD, Colorado, United States. As a part of our team, you will be working in the financial services industry, utilizing your skills in a diverse set of roles including processing claims, maintaining customer records, and resolving inquiries.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manages and maintains assigned book of business. Has a good understanding of relevant compliance regulations and stays up to date on changes and new legislation. Works within the guidelines, ensures compliance.</li><li>Develop and maintain key relationships critical to the sales process and negotiate with carrier contacts to seek competitive options for clients.</li><li>Coordinates with account team to understand client’s strategy, and to define roles and responsibilities including deadlines.</li><li>Prepares requests for proposals (RFP’s) for all submissions to market. Responds to all carrier and client requests.</li><li>Responsible for ensuring timely target renewal delivery. Collaborates with insurance carriers and vendors to obtain preliminary and/or firm renewals.</li><li>Analyze current benefits, evaluating coverage, effectiveness, cost, plan utilization and trends.</li><li>Analyze all marketing and plan option responses, evaluates for accuracy and completeness, and requests clarifications and revisions, as needed. Develops plan options to best meet client’s strategy.</li><li>Presents all final results to account team. Determines content and structure of renewal presentation and identifies what to include (i.e; marketing results, utilization review, contribution strategy, benchmarking, financial reporting, etc.). Prepares renewal presentation.</li><li>Gather, review and validate all information related to assigned clients for renewal analysis and marketing purposes to include cost and contract terms</li><li>Provide analysis of benchmarking, contributions, data analytics, network disruption, as applicable</li><li>Applies underwriting as needed for trend analysis, high-cost claim analysis, contribution strategy, etc.</li><li>Monitor administrative costs of benefit plans and programs. Recommend cost containment strategies, including alternative methods for administration and funding.</li><li>Work with internal team regarding negotiations with carriers</li><li>Manage outsourcing of vendors and ensure reporting and other service needs are met</li><li>Build custom financial/utilization reports as needed and update monthly or as needed. Provide written and oral summary of findings.</li><li>Stays abreast of market competitiveness, carrier products and services, rate trends as well as State and Federal laws and regulations.</li><li>Supports data audits.</li><li>Updates financial summary and benefit highlight comparisons with all final renewal negotiation results</li><li>Complies with agency management system CRM standards. Saves and documents work product.</li><li>Will work primarily with medium to large clients who are fully insured and self-funded. Will also assist with the small group book of business on an as needed basis.</li></ul> Payroll Specialist <p>We are offering a short term contract employment opportunity for a Payroll Specialist in Sacramento, California. The role is within the industry, where the candidate will have the opportunity to contribute significantly to our team's operations. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage all aspects of the payroll process</p><p>• Ensure compliance with prevailing wage and construction regulations, including data collection from contractors and subcontractors </p><p>• Conduct audits to identify and rectify any non-compliance issues</p><p>• Prepare and review payrolls, both hourly and salaried </p><p>• Utilize accounting software systems and payroll software for efficient execution of tasks</p><p>• Maintain accurate General Ledger (GL) related schedules in Excel</p><p>• Manage all aspects of bi-monthly payroll and full cycle payroll processes</p><p>• Use Payroll Software to facilitate payroll and financial services</p><p>• Regularly update accrued expenses and ensure their accuracy.</p><p><br></p><p><br></p> Admissions Specialist <p>A growing company in Warminster is seeking a Claims Adjuster for a long term engagement (will accept candidates looking for full-time OR part-time schedules). This position is 100% on site and will begin immediately. The primary responsibility of this position is the investigation, evaluation, and settlement (through denial, compromise, or payment) of claims arising from physical damage to vehicles, customer property (including higher and more complex cases), and third-party claims involving medium-to-high exposure bodily injury. The role involves reviewing and negotiating service rates, and handling claims. Success in this role requires experience in claims management, as well as a strong commitment to maintaining the integrity of proprietary information.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>Investigation, Evaluation, and Resolution:</p><p><br></p><p>Investigate, analyze, and resolve claims related to vehicle damage, customer property, and medium-to-high exposure third-party bodily injury.</p><p>Assess claim value and liability to recommend settlements through denial, compromise, or payment.</p><p>Ensure timely and accurate investigations, leveraging advanced techniques and knowledge of the insurance process.</p><p>Apply specialized knowledge and techniques for understanding risks, insurance products, and claims investigation processes.</p><p>Collaborate with other departments and stakeholders to understand risks under management and manage products offered.</p><p>Handle complex and high-stakes claims requiring sound judgment and thorough analysis.</p><p>Stakeholder Interaction:Communicate effectively with claimants, legal representatives, and stakeholders to manage expectations and maintain professionalism.</p><p>Address and resolve disputes or escalated issues on complex claims with diplomacy and tact.</p><p>Explain policy details, coverage limitations, and claim decision rationale clearly and accurately.</p><p>Confidentiality and Compliance:</p><p><br></p><p>Ensure the integrity and security of proprietary information throughout claims handling.</p><p>Adhere to all regulatory and company policies governing the claims process.</p><p><br></p><p>Proficient in using claims management software and tools to process and document cases.</p><p>Strong mathematical aptitude for calculating damages and analyzing cost implications.</p><p>Interpersonal Skills:</p><p><br></p><p>Excellent communication skills for interacting with claimants, stakeholders, and team members in a clear and professional manner.</p><p>Strong negotiation skills for settling claims and managing external vendors or partners.</p><p>Educational Background:</p><p>For immediate consideration please call the Trevose office of Robert Half at 215-244-1870, or email your resume to us at Kirk.Forchetti@RobertHalf com. Thank you</p> Payroll Specialist We are offering an exciting opportunity for a Payroll Specialist in the Healthcare, Hospitals, and Social Assistance industry, based in Dallas, Texas. This role offers a hybrid work model, where you will be working in a combined in-office and remote environment. <br><br>Responsibilities:<br>• Accurately process and manage payroll, ensuring compliance with federal, state, and local regulations.<br>• Verify and manage employee timesheets, payroll deductions, benefits, and wage information.<br>• Maintain detailed payroll records for compliance and reporting purposes.<br>• Collaborate with HR and accounting teams to address payroll-related questions or discrepancies.<br>• Implement accurate tax withholdings and filings according to applicable laws.<br>• Monitor updates to payroll regulations and adapt procedures accordingly.<br>• Utilize accounting software systems and tools such as Microsoft Excel to perform tasks.<br>• Administer 401k - RRSP and participate in auditing and accounting functions.<br>• Manage full cycle payroll and benefit functions, using systems like ADP - Financial Services, ADP Workforce Now, and Ceridian.<br>• Exhibit proficiency in using About Time and Crystal Reports. Payroll Specialist We are inviting applications for the role of Payroll Specialist for a financial institution, located in Lisle, Illinois. This role offers a contract to permanent employment opportunity. As a Payroll Specialist, you will be tasked with the responsibility of managing payroll operations, ensuring accurate processing and maintaining compliance with legal requirements. <br><br>Responsibilities:<br><br>• Accurately process payroll for a significant number of employees across various pay groups in the U.S.<br>• Manage time and attendance records, ensuring seamless integration with payroll.<br>• Handle complex payroll aspects such as garnishments and multi-state tax withholdings.<br>• Collaborate closely with senior payroll specialists for training and guidance.<br>• Act as a primary point of contact for payroll-related inquiries within the team.<br>• Contribute to a positive team dynamic and efficient workflow.<br>• Utilize specific software for payroll processing and ensure its functionality is maintained.<br>• Oversee the approval and processing of time entries, time off requests, and ad hoc payments.<br>• Work closely with the Tax and Legal departments to ensure adherence to federal, state, and local tax laws and regulations.<br>• Perform thorough payroll audits to ensure accuracy and compliance. Trade Support Analyst <p><strong>Job Overview:</strong></p><p>We are seeking a detail-oriented and proactive Trade Support Analyst to join our financial services team in Delaware. In this position, you will play a critical role in ensuring seamless operation of trade execution and post-trade processes. The ideal candidate thrives in a fast-paced environment, possesses strong analytical skills, and demonstrates a high level of professionalism when managing client and internal communications.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Trade Execution and Support:</strong></p><ul><li>Monitor and support the execution, confirmation, and settlement of trades across multiple asset classes.</li><li>Ensure all trade-related details are accurately processed in a timely manner to mitigate any risks or discrepancies.</li></ul><p><strong>Troubleshooting and Issue Resolution:</strong></p><ul><li>Investigate and promptly resolve trade breaks, discrepancies, or system issues.</li><li>Work closely with brokers, counterparties, and internal teams to identify root causes and prevent future issues.</li></ul><p><strong>Operational Oversight:</strong></p><ul><li>Maintain the integrity and reliability of trading platforms by running daily trade reconciliations and system checks.</li><li>Address and resolve queries related to trade entries, reconciliations, and settlements.</li></ul><p><strong>Process Improvement:</strong></p><ul><li>Identify opportunities to streamline and optimize workflows, tools, and processes to improve operational efficiency.</li><li>Provide input into developing automated solutions to reduce manual dependencies.</li></ul><p><strong>Regulatory and Compliance:</strong></p><ul><li>Assist in ensuring team operations align with applicable financial regulations and internal compliance standards.</li><li>Support regulatory reporting and audits related to trade operations.</li></ul><p><strong>Communication and Collaboration:</strong></p><ul><li>Liaise with front office teams (e.g., Traders, Sales), middle office, IT teams, and external stakeholders to support and enhance the trade lifecycle.</li><li>Prepare regular reports and documentation for management review.</li></ul><p><br></p> Senior Accounting Analyst <p>We are offering a long-term contract employment opportunity for a Senior Accounting Analyst, hybrid in Park City, Utah. In this role, you will play a key part in driving financial operations by leveraging advanced accounting systems, providing detailed analysis, and ensuring the accuracy and integrity of financial data.</p><p><strong>Responsibilities:</strong></p><ul><li>Utilize advanced accounting software systems to process and analyze complex financial transactions</li><li>Maintain and manage accurate records for accounts payable and other key financial areas</li><li>Oversee and refine account coding processes for greater efficiency and accuracy</li><li>Use ADP - Financial Services for advanced accounting functions, reporting, and reconciliations</li><li>Work with Concur to manage financial processes, including expense reporting and approvals</li><li>Implement and optimize ERP - Enterprise Resource Planning systems to streamline business operations and reporting</li><li>Lead accounts payable activities, ensuring the timely and accurate processing of invoices and payments</li><li>Apply accrual accounting principles to ensure accurate financial reporting</li><li>Conduct thorough auditing tasks to ensure compliance with financial regulations and internal controls</li><li>Manage and reconcile Automated Clearing House (ACH) transactions, ensuring smooth and secure financial transfers</li><li>Provide in-depth financial analysis and reporting to support business decision-making and strategic goals</li></ul><p>This position requires a senior-level understanding of accounting principles, advanced software proficiency, and the ability to manage and analyze large volumes of financial data with precision.</p> Financial Analyst/Manager <p>A leading organization is seeking a skilled professional to support accounting and reporting functions within their finance group. This role tackles financial challenges such as manufacturing costing, profitability analysis, trend reporting, and variance assessments. Reporting to the Senior Finance Director, responsibilities include oversight of a manufacturing facility, global NRE project analysis, month-end close activities, KPI tracking, and ensuring compliance with US GAAP. You’ll also assist with process improvements, system upgrades, and ad hoc projects. Apply today and make an impact!</p><p><br></p><p>Benefits offered include medical, dental/vision, life insurance, 401k match, PTO, Accident insurance.</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p> Accounts Payable Specialist <p>We are offering a permanent employment opportunity for a dynamic Accounts Payable Specialist in the insurance industry. As an Accounts Payable Specialist, you will be tasked with various accounting functions, maintaining a detail-oriented relationship with vendors, branch and corporate departments, and ensuring efficient and accurate processing of invoices and payments. </p><p><br></p><p>Responsibilities:</p><p>• Efficiently execute daily payment runs for multiple accounts</p><p>• Accurately enter approved invoices and other payment requests into the AP system</p><p>• Handle the organization and preparation of payments for mailing, including matching attachments with appropriate payments, stuffing, and sealing envelopes</p><p>• Conduct research and execute stop payments on checks, void/reissue payments as necessary</p><p>• Maintain and update accounting records, ensuring accuracy and integrity of data</p><p>• Prepare cash receipts for AP refund checks and manage backup to reconciliation of Purchase Card AP transactions</p><p>• Investigate past due invoices for various locations</p><p>• Prepare monthly journal entries for posting as required</p><p>• Uphold a detail-oriented working relationship with vendors, branch, and corporate departments</p><p>• Manage and maintain files of checks, drafts, invoices, reports, etc.</p> Total Rewards Specialist We are offering a contract to permanent employment opportunity for a Total Rewards Specialist in Milwaukee, Wisconsin. This role is part of our IT Software department, where you will be handling our compensation and benefits programs, ensuring consistency and compliance. <br><br>Responsibilities<br>• Administer and manage the salary, insurance, healthcare, bonuses, and 401(k)s of the organization.<br>• Develop and implement programs aimed at recognizing and rewarding employees.<br>• Support flexible scheduling and remote work options to promote work-life balance.<br>• Conduct market research and perform salary analysis to aid in compensation decisions.<br>• Guarantee that all programs adhere to regulatory requirements and organizational policies.<br>• Develop and distribute materials to help employees understand the benefits they receive.<br>• Handle relationships with benefit brokers and other partners effectively.<br>• Prepare necessary reports for governmental and other related purposes.<br>• Address and respond to employee inquiries and resolve issues pertaining to benefits. Accounts Payable Specialist <p>We are offering a long-term contract employment opportunity for an Accounts Payable Specialist in Burlington, New Jersey. In this role, you will be performing critical accounting functions within an industry that requires a keen attention to detail and high degree of organization.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Coding, matching, and batching of invoices to ensure accurate account records.</p><p>• Utilizing accounting software systems to automate and streamline processes.</p><p>• Implementing the ADP - Financial Services tools for effective financial management.</p><p>• Overseeing the Accounts Payable (AP) process to maintain financial integrity.</p><p>• Engaging in accrual accounting practices to accurately reflect the company's financial status.</p><p>• Conducting regular audits to ensure compliance with established guidelines and procedures</p><p>• Leveraging Concur software for seamless expense management and reporting.</p> Sr. Financial Analyst <p>We are in search of a Sr. Financial Analyst to join our detail-oriented services team in Houston, Texas, United States. As a Sr. Financial Analyst, your role will involve gathering and analyzing financial information, preparing comprehensive financial reports, and ensuring the accuracy of our financial records. Your role will also involve coordinating the preparation of our monthly financial package and assisting with the implementation and upkeep of internal controls.</p><p><br></p><p>Responsibilities:</p><p>• Gather and analyze financial data to identify trends and provide insightful explanations</p><p>• Prepare and submit complex journal entries, ensuring all necessary data is collected and costs are accurately analyzed or allocated</p><p>• Analyze general ledger accounts to verify accuracy and ensure proper accruals in accrual accounts</p><p>• Conduct monthly and quarterly account reconciliations, providing thorough support and analysis</p><p>• Coordinate the preparation of the monthly financial package, reviewing for accuracy</p><p>• Participate in monthly financial meetings to discuss and review financial reports</p><p>• Assist in the preparation of annual budgets for the risk management insurance program</p><p>• Track and resolve issues within the department and in partnership with other groups</p><p>• Recommend changes, updates, and processes for continuous improvement in areas of responsibility</p><p>• Assist with the execution, maintenance, and application of internal controls to ensure compliance with business systems, accounting functions, and auditing processes.</p><p><br></p><p>For immediate consideration, contact Mark, mark.loiacano@roberthalf.c0m</p> Financial Analyst - Entry Level <p>We are offering a long-term contract employment opportunity in the education industry located in Williamsburg, Virginia, for an entry-level Financial Analyst. This role will have you working in a university setting, where you will be expected to manage a broad range of financial data controls, review security roles, and use ERP experience and various skills to update policies and procedures. This is a part time based role, totaling roughly 20-25 hours per week:</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and oversee the financial data controls within the organization</p><p>• Conduct regular security role reviews to ensure system integrity</p><p>• Utilize your experience with Workday and other ERP systems to streamline financial processes</p><p>• Maintain the chart of accounts ensuring accuracy and relevance</p><p>• Apply your knowledge of accounting software systems, ADP - Financial Services, CRM, and Crystal Reports in day-to-day tasks</p><p>• Implement data mining techniques to analyze financial data and inform decision-making processes</p><p>• Update organizational policies and procedures as required</p><p>• Carry out various accounting functions, including accrual accounting</p><p>• Conduct auditing tasks to ensure financial compliance</p><p>• Engage in budget processes and capital management to ensure financial sustainability.</p> Accounts Payable Specialist <p>We are on the hunt for an Accounts Payable Specialist to join our team located in Elgin, Illinois. In this role, you will be tasked with managing customer accounts, processing applications, and maintaining precise records. This position offers a long term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Execute account coding for accurate tracking and recording</p><p>• Utilize accounting software systems to streamline processes and enhance efficiency</p><p>• Operate ADP - Financial Services for managing financial transactions and reports</p><p>• Manage Concur for travel and expense needs</p><p>• Implement ERP - Enterprise Resource Planning for business process management</p><p>• Perform accounting functions to ensure financial stability and transparency</p><p>• Handle Accounts Payable (AP) processes including invoice processing, payment, and reconciliation</p><p>• Apply accrual accounting principles to record financial transactions</p><p>• Conduct auditing to ensure compliance with standards and regulations</p><p>• Manage Automated Clearing House (ACH) transactions for direct deposit setup and maintenance.</p> Compliance Analyst <p>We are seeking a skilled and detail-oriented <strong>Compliance Analyst</strong> with 3–5 years of experience to join our team at a fast-growing FinTech company. This contract-to-hire position is based 100% onsite in the vibrant city of San Francisco, where you will play a critical role in ensuring compliance with regulatory standards, protecting consumer rights, and performing detailed risk assessments. The ideal candidate will have a strong background in fundamental compliance programs and a thorough understanding of consumer protection laws. Previous experience in the FinTech space is essential, while familiarity with tools like <strong>Mode Analytics</strong> and <strong>Effectiv</strong> is a valued bonus.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop, implement, and maintain foundational compliance programs to ensure alignment with federal, state, and local regulations.</li><li>Proactively monitor and assess the company’s adherence to key consumer protection laws and regulations, including but not limited to regulations from the CFPB, FDIC, and other relevant bodies.</li><li>Conduct periodic risk assessments to identify potential operational, regulatory, and reputational risks, and propose actionable solutions to mitigate them.</li><li>Partner with cross-functional teams, including Legal, Risk Management, and Product teams, to embed compliance best practices into the company’s products and services.</li><li>Monitor credit card regulatory compliance with TILA, ECOA, FCRA, and Regulation Z while reviewing transaction alerts and escalating appropriately.</li><li>Carry out internal audits and reviews to evaluate the organization’s compliance performance and effectiveness.</li><li>Collaborate on reporting and recordkeeping to meet regulatory requirements and company policies.</li><li>Provide education and training to internal stakeholders on compliance requirements and ethics standards.</li></ul><p><br></p> Financial Analyst <p>Robert Half has a corporate client who is seeking a <strong>Financial Reporting Analyst</strong> to join their team. The ideal candidate will play a key role in preparing and analyzing financial reports, ensuring compliance with <strong>US GAAP, SEC regulations, and other financial reporting requirements</strong>. This role requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams to enhance reporting processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation of <strong>annual and quarterly financial reports</strong>, ensuring compliance with <strong>US GAAP, SEC, and other regulatory standards</strong>.</li><li>Draft and analyze <strong>financial statement footnotes</strong> and support schedules.</li><li>Assess and reconcile financial reporting data received from various <strong>functional areas and service providers</strong>.</li><li>Support the implementation and compliance of <strong>new and evolving accounting and reporting standards</strong>.</li><li>Complete <strong>account reconciliations</strong> on complex areas of accounting.</li><li>Perform <strong>Regulatory and Internal Risk Reporting</strong> for Firmwide and North America <strong>Chief Investment Office, Treasury, and Corporate/Liquidity Risk Reporting</strong>.</li><li>Actively participate in <strong>Strategic Transformation Programs</strong> to automate and enhance controls within financial reporting.</li><li>Utilize <strong>Tableau, Alteryx, and other Intelligent Solutions</strong> to automate reporting processes.</li><li>Improve <strong>control environments</strong> by automating manual processes and enhancing process documentation.</li><li>Ensure <strong>accuracy and timeliness</strong> of deliverables while supporting risk managers in monitoring and reporting risk exposures.</li><li>Effectively <strong>communicate and collaborate with global stakeholders</strong> across risk management and financial teams.</li></ul>