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25 results for Investment Operationalfinance Analyst in Minneapolis, MN

Investment Trading Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 70000 - 80000 USD / Yearly
  • <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&#39;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&#39;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>
  • 2026-03-27T00:00:00Z
Financial Investment Analyst/Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 110000 - 140000 USD / Yearly
  • <p>Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client&#39;s team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.</p><p>• Analyze financial statements, financial models, and industry research to assess financial performance and risks.</p><p>• Evaluate the financial health, historical performance, and operational controls of investment firms.</p><p>• Compare program performance to market conditions and industry peers to provide actionable insights.</p><p>• Identify and prioritize potential risks associated with complex investment structures.</p><p>• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.</p><p>• Represent the company at client meetings to share expertise and build relationships.</p><p>• Collaborate with internal teams to manage multiple projects effectively and efficiently.</p><p>• Stay informed about developments in capital markets and alternative investment trends to enhance analysis.</p><p><br></p><p>If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.</p>
  • 2026-04-10T00:00:00Z
Financial Analyst
  • Plymouth, MN
  • onsite
  • Permanent
  • 80000 - 90000 USD / Yearly
  • We are looking for a Financial Analyst to join our team in Plymouth, Minnesota. In this role, you will support financial planning and analysis for the Electrophysiology Medical Device division, contributing to the management of expenses and capital while driving insights for business decisions. This position offers the opportunity to work in a dynamic and collaborative environment, with a focus on advancing healthcare technologies.<br><br>Responsibilities:<br>• Conduct financial planning and analysis activities, including budgeting, forecasting, and expense management.<br>• Analyze profit and loss statements, market trends, and business development opportunities to support decision-making.<br>• Prepare consolidated reports and presentations for quarterly cycles and management reviews.<br>• Collaborate with global teams to gather, consolidate, and interpret financial data during month-end close processes.<br>• Perform ad hoc financial analysis and reporting as requested to address business needs.<br>• Monitor and evaluate gross margins, price-volume variances, and other financial metrics to identify areas for improvement.<br>• Utilize financial systems to generate routine reports and provide insights into operational performance.<br>• Support capital planning and headcount analysis to ensure alignment with organizational goals.<br>• Execute annual objectives as outlined by the finance team, contributing to the success of the Electrophysiology division.
  • 2026-04-10T00:00:00Z
Financial Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 65000 - 85000 USD / Yearly
  • <p>Financial Analyst (FP&amp;A)</p><p><strong>Overview</strong></p><p> We are seeking a detail-oriented Financial Analyst to support a growing FP&amp;A function within a dynamic organization. This role will play a key part in building financial insights, improving reporting processes, and enabling leadership to make data-driven strategic decisions.</p><p>The ideal candidate is highly analytical, comfortable working with large datasets from multiple systems, and motivated to translate financial data into clear, actionable insights. This is an onsite position near Minneapolis, MN.</p><p><br></p><p>Key Responsibilities</p><p><strong>Performance &amp; Operational Analysis</strong></p><ul><li>Analyze financial and operational performance using market data, trends, benchmarks, and key performance indicators</li><li>Identify variances against budget and forecast, providing meaningful insights and recommendations</li><li>Enhance and streamline reporting processes to improve data accuracy and accessibility</li><li>Develop and maintain reporting dashboards focused on revenue, expenses, and other critical metrics</li><li>Deliver clear, actionable analysis to support business leaders in improving performance</li></ul><p><strong>Forecasting &amp; Budgeting</strong></p><ul><li>Support short- and long-term forecasting processes, including income and cash flow projections</li><li>Identify key business drivers to improve forecast accuracy and profitability</li><li>Assist in the annual budgeting cycle by building templates, updating reporting tools, and collaborating with internal teams</li><li>Continuously improve forecasting methodologies and tools</li></ul><p><strong>Collaboration &amp; Communication</strong></p><ul><li>Effectively manage workload and meet deadlines in a fast-paced environment</li><li>Communicate insights clearly to both financial and non-financial stakeholders</li><li>Collaborate cross-functionally with various teams</li><li>Contribute to a positive, professional, and team-oriented work environment</li></ul>
  • 2026-04-02T00:00:00Z
Financial Analyst
  • Newport, MN
  • onsite
  • Permanent
  • 70000 - 85000 USD / Yearly
  • We are looking for a detail-oriented Financial Analyst to join our team in Newport, Minnesota. In this role, you will leverage your expertise to analyze financial data and provide insights that drive strategic decisions within our sales and marketing departments. This position offers the opportunity to collaborate with cross-functional teams and contribute to the company’s growth through informed financial planning and reporting.<br><br>Responsibilities:<br>• Analyze sales and marketing data to identify performance trends and provide actionable insights.<br>• Build and maintain financial models to support strategic planning and decision-making processes.<br>• Create and deliver reports on critical metrics such as customer acquisition costs and sales pipeline efficiency.<br>• Collaborate with sales and marketing teams to assess campaign effectiveness and recommend optimal budget allocations.<br>• Track expenses and variances, ensuring alignment with financial goals while identifying opportunities for cost savings.<br>• Assist in the development of annual budgets and quarterly forecasts for sales and marketing departments.<br>• Conduct pricing and margin analyses to support decision-making, including customer profitability and segmentation.<br>• Manage and evaluate royalty rates, profitability of licensed products, and costing data to enhance financial outcomes.<br>• Present financial findings and recommendations to senior leadership in a clear and actionable format.<br>• Perform ad hoc financial analyses to support business strategies, pricing decisions, and organizational assessments.
  • 2026-04-10T00:00:00Z
Investment Middle Office Analyst/Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 90000 - 130000 USD / Yearly
  • <p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
  • 2026-03-20T00:00:00Z
Financial Analyst/Manager
  • Saint Paul, MN
  • onsite
  • Permanent
  • 85000 - 95000 USD / Yearly
  • <p>We are looking for a dedicated and detail-oriented Finance Director to join our team in St. Paul, MN. This role is essential in supporting our mission to create equitable learning environments for underserved students and educators by ensuring efficient financial operations and compliance. The ideal candidate will bring expertise in nonprofit accounting, financial analysis, and process improvement to help drive organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger management, reconciliations, and cash flow monitoring.</p><p>• Prepare and analyze monthly financial statements while maintaining strong internal controls and fraud-prevention measures.</p><p>• Collaborate with department heads to develop program-level budgets and support the annual budgeting process.</p><p>• Lead audit preparations and maintain relationships with auditors to ensure regulatory compliance.</p><p>• Manage payroll processes in partnership with HR, ensuring accuracy and compliance with benefits administration.</p><p>• Monitor capital project budgets and asset management for audit purposes.</p><p>• Partner with development staff to track restricted and unrestricted funding, ensuring accurate donor reporting.</p><p>• Record and reconcile donations, including cash, checks, and gift cards, while maintaining proper documentation for audits.</p><p>• Support improvements in financial systems and integrations to enhance efficiency and accuracy.</p><p>• Ensure adherence to nonprofit regulations and grant requirements through meticulous tracking and reporting.</p>
  • 2026-03-30T00:00:00Z
Financial Analyst/Manager
  • Minneapolis, MN
  • onsite
  • Permanent
  • 123200 - 164100 USD / Yearly
  • <p>Our client is looking for a Finance Manager ready to take the next step and lead all the budgeting/forecasting for a multi-billion dollar company. Bachelor&#39;s in Accounting or Finance and 8+ years experience required along with supervisory experience. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
  • 2026-03-27T00:00:00Z
Financial Analyst/Manager
  • Saint Paul, MN
  • onsite
  • Permanent
  • 100000 - 120000 USD / Yearly
  • We are looking for a highly skilled Financial Analyst/Manager to lead workforce analytics and financial planning efforts. This role is pivotal in driving informed decision-making through strategic labor forecasting, process optimization, and data-driven insights. The ideal candidate will have a passion for enhancing operational efficiency and aligning financial strategies with broader organizational goals.<br><br>Responsibilities:<br>• Develop and maintain detailed financial models to support labor planning, forecasting, and workforce optimization.<br>• Collaborate with cross-functional teams to identify opportunities for operational improvements and implement data-driven strategies.<br>• Lead initiatives to automate financial reporting processes, ensuring accuracy and scalability.<br>• Analyze workforce management metrics to provide actionable insights for enhancing efficiency and resource allocation.<br>• Drive continuous improvement in financial processes, focusing on standardization and scalability.<br>• Partner with leadership to align workforce strategies with organizational objectives and financial performance.<br>• Design and deliver Power BI dashboards to improve visibility into key performance metrics.<br>• Provide expertise in change management to support the adoption of new processes and tools.<br>• Mentor and guide less experienced team members, fostering growth and knowledge sharing.<br>• Identify and implement business process improvements that enhance overall financial operations.
  • 2026-04-15T00:00:00Z
Financial Analyst/Manager
  • Eagan, MN
  • onsite
  • Permanent
  • 96500 - 150000 USD / Yearly
  • <p>Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.</p>
  • 2026-04-03T00:00:00Z
Financial Analyst - Entry Level
  • Saint Paul, MN
  • onsite
  • Contract / Temporary to Hire
  • 21.85 - 25.3 USD / Hourly
  • <p>We are looking for an ambitious and detail-oriented Financial Analyst to join a team on a contract with the potential for permanent employment in Roseville, Minnesota. This role is ideal for someone eager to develop their expertise in financial analysis, reporting, and data interpretation within a dynamic and collaborative environment. You will play a key part in supporting financial decision-making processes and ensuring the accuracy of market insights.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support business decisions and identify trends.</p><p>• Assist in preparing accurate financial reports and forecasts to guide strategic planning.</p><p>• Monitor financial markets and provide insights to stakeholders using tools such as Bloomberg Terminal.</p><p>• Analyze data sets to extract meaningful insights and present findings in a clear, actionable format.</p><p>• Collaborate with team members to ensure the integrity and accuracy of financial information.</p><p>• Develop and maintain financial models to evaluate business performance.</p><p>• Identify opportunities for cost optimization and profitability improvement.</p><p>• Support the team in maintaining compliance with financial regulations and standards.</p><p>• Contribute to the preparation of presentations and reports for senior leadership.</p><p>• Stay updated on market developments and industry trends to enhance decision-making processes.</p>
  • 2026-03-24T00:00:00Z
Finance Manager
  • Hopkins, MN
  • onsite
  • Permanent
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals.</p><p><br></p><p>This opportunity comes with medical, dental/vision, 401k, PTO, and much more.</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>
  • 2026-04-02T00:00:00Z
Sr. Financial Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 95000 - 105000 USD / Yearly
  • We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in preparing detailed financial analyses, supporting reporting initiatives, and delivering actionable insights to guide decision-making. This position offers the opportunity to collaborate across various departments and contribute to the firm’s overall financial operations.<br><br>Responsibilities:<br>• Develop comprehensive financial reports and analyses using accounting systems, report-writing tools, and Microsoft Excel.<br>• Assist with preparing monthly, quarterly, and annual management reports, financial statement reviews, and ad-hoc analyses.<br>• Collaborate with internal teams to complete high-priority external surveys and deliver accurate data.<br>• Partner with the FP&amp;A leadership team to understand priorities and provide guidance to entry level analysts.<br>• Lead and manage ad hoc projects from inception to completion, ensuring timely and successful delivery.<br>• Gain a deep understanding of the firm’s financial systems and operations to act as a subject matter expert.<br>• Leverage tools such as Excel, Power Query, and Tableau to generate accurate and actionable financial insights.<br>• Perform additional tasks as assigned to support the team’s objectives.
  • 2026-04-14T00:00:00Z
Sr. Financial Analyst
  • Eagan, MN
  • remote
  • Temporary
  • 47.5 - 55 USD / Hourly
  • <p>We are looking for an experienced Sr. Financial Analyst to join our team on a long-term contract basis. This role offers an exciting opportunity to work in a dynamic environment, supporting critical financial processes and collaborating with cross-functional teams. If you have a strong background in financial systems, data analysis, and business problem-solving, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Lead revenue and expense forecasting efforts to ensure accurate and actionable financial insights.</p><p>• Conduct detailed ad hoc analyses and provide swift responses to business inquiries.</p><p>• Investigate and resolve revenue flow discrepancies, ensuring contracts and revenue are accurately reflected.</p><p>• Trace deal-to-billing-to-revenue activities across platforms like ConnectWise and NetSuite.</p><p>• Extract, merge, and analyze complex datasets to uncover trends and support decision-making.</p><p>• Support margin analysis and deliver comprehensive reporting to stakeholders.</p><p>• Develop and implement processes to proactively address recurring issues.</p><p>• Collaborate closely with sales, sales operations, accounting, and IT teams to align on financial objectives.</p><p>• Enhance reporting systems and infrastructure to streamline finance operations.</p>
  • 2026-04-15T00:00:00Z
Business Analyst
  • Saint Paul, MN
  • remote
  • Temporary
  • 35.625 - 41.25 USD / Hourly
  • <p>We are looking for an experienced Business Analyst. This role offers the opportunity to work with a global team and contribute to impactful projects.</p><p><br></p><p>Responsibilities:</p><p>• Analyze user requirements, workflows, and procedures to identify opportunities for automation or system improvement.</p><p>• Collaborate with stakeholders to assess system capabilities and recommend updates or enhancements.</p><p>• Oversee the testing, maintenance, and implementation of computer programs and systems.</p><p>• Provide training and guidance to staff and users to ensure effective utilization of systems and tools.</p><p>• Conduct interviews, surveys, or job observations to understand how data is processed and identify areas for optimization.</p><p>• Lead efforts to expand or modify systems to meet evolving business needs and improve workflows.</p><p>• Offer expert advice to clients on information processing and computation requirements.</p><p>• Deliver constructive feedback and mentorship to team members to support their growth and development.</p><p>• Facilitate communication within teams, ensuring alignment on project goals and deliverables.</p><p>• Ensure adherence to Agile Scrum methodologies in project execution.</p>
  • 2026-04-14T00:00:00Z
Business Analyst
  • Bayport, MN
  • onsite
  • Contract / Temporary to Hire
  • 50 - 60 USD / Hourly
  • We are looking for a dedicated Business Analyst to join our team in Bayport, Minnesota. This contract position with potential for permanent employment offers an excellent opportunity to work within the manufacturing industry, leveraging your expertise to drive impactful business solutions. The ideal candidate will thrive in an Agile environment and bring a strong understanding of Salesforce to the role.<br><br>Responsibilities:<br>• Collaborate with business partners to understand their needs and translate them into actionable solutions.<br>• Gather, analyze, and document business requirements, ensuring clarity for the development team.<br>• Work closely with cross-functional teams to identify opportunities for improvement and implement innovative solutions.<br>• Facilitate Agile processes, including sprint planning and backlog refinement, to support efficient project execution.<br>• Utilize Salesforce expertise to optimize workflows and enhance system functionality.<br>• Communicate effectively with stakeholders at all levels to ensure alignment and transparency.<br>• Solve complex problems creatively, delivering solutions that meet both business and technical requirements.<br>• Adapt to changing priorities and iterate on features to meet evolving business needs.<br>• Provide detailed analysis and recommendations to support decision-making processes.<br>• Ensure deliverables meet quality standards and align with organizational objectives.
  • 2026-04-01T00:00:00Z
Accounts Payable Analyst
  • Bayport, MN
  • onsite
  • Permanent
  • 85000 - 105000 USD / Yearly
  • We are looking for a skilled IT Accountant/Manager/Director to join our team in Bayport, Minnesota. In this role, you will oversee the management and optimization of financial applications, ensuring seamless integration and functionality. This position requires a blend of technical expertise and strong leadership skills to drive process improvements and maintain robust internal controls.<br><br>Responsibilities:<br>• Oversee master data management and ensure accurate configuration of financial applications.<br>• Design and implement new application processes and enhance existing systems to meet organizational needs.<br>• Monitor and analyze financial transactions, controls, and exception processes to ensure compliance and efficiency.<br>• Prepare and manage data for mass uploads during new implementations or ongoing updates.<br>• Plan and coordinate application release processes, including resource allocation and project timelines.<br>• Interpret release notes, collaborate with cross-functional teams, and document testing approaches and use cases.<br>• Provide updates to governance committees and secure necessary approvals for system implementations.<br>• Lead the review and resolution of discrepancies in purchase orders, invoices, and data integration failures.<br>• Develop and enforce policies that strengthen internal controls and align with organizational goals.<br>• Support project planning and execution for application integrations and enhancements.
  • 2026-04-09T00:00:00Z
Info Security Analyst
  • Minneapolis, MN
  • remote
  • Temporary
  • 40 - 50 USD / Hourly
  • <p>We are looking for an experienced Information Security Analyst to join our team. In this contract position, you will play a pivotal role in ensuring the organization&#39;s security policies and controls align with industry regulations and best practices. This role is ideal for someone who thrives in a financial services environment and has a solid background in information security governance, risk management, and regulatory compliance.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement security policies and controls to protect organizational data and assets.</p><p>• Ensure compliance with financial regulations and industry standards by leveraging the ServiceNow Integrated Risk Management platform.</p><p>• Conduct regular audits to assess and strengthen the organization&#39;s security posture.</p><p>• Support internal security awareness initiatives and training programs to enhance employee understanding of security protocols.</p><p>• Collaborate with cross-functional teams to align security measures with business objectives.</p><p>• Respond to audit requests and provide detailed documentation for regulatory reviews.</p><p>• Monitor and evaluate risk management practices to address vulnerabilities proactively.</p><p>• Maintain governance frameworks to ensure consistent application of security standards.</p><p>• Analyze security metrics and reports to identify potential areas for improvement.</p><p>• Provide hands-on expertise in the ServiceNow platform to optimize risk management processes.</p>
  • 2026-03-28T00:00:00Z
Investment Manager
  • Minneapolis, MN
  • onsite
  • Temporary
  • 59.375 - 68.75 USD / Hourly
  • <p>This role offers the chance to work in a dynamic environment focused on hedge fund and private equity transactions in the energy transition sector. The Senior Associate will collaborate with the commercial team, managing the full lifecycle of energy transition investments. Responsibilities cover operational management, transaction oversight, deal structuring, and coordination with internal and external stakeholders.</p><p>Key Responsibilities:</p><ul><li>Oversee day-to-day operations for energy transition transactions</li><li>Evaluate complex situations and propose solutions</li><li>Interpret and manage legal documents related to transactions</li><li>Update financial models and perform cash flow valuations</li><li>Manage and monitor financing agreements, construction draws, fundings, and distributions</li><li>Set up and administer new and ongoing deal structures</li><li>Complete due diligence and audit requests</li><li>Track and report on transaction status</li><li>Respond to inquiries from internal and external parties</li><li>Partner with commercial teams and external project stakeholders</li><li>Review collateral and project milestones</li><li>Identify and communicate potential transaction issues</li></ul><p>Qualifications: Required:</p><ul><li>Bachelor’s degree in accounting, business, finance, or related field</li><li>Minimum 3 years of accounting or finance experience</li><li>Advanced Excel skills, including modeling and analysis</li><li>Understanding of lending instruments, legal documents, and structures</li><li>Strong work ethic and attention to accuracy</li><li>Ability to manage multiple assignments independently</li><li>Excellent verbal and written communication</li><li>Analytical and problem-solving skills</li><li>Collaborative mindset and ability to partner with commercial teams</li><li>Willingness to travel</li></ul><p>Preferred:</p><ul><li>Certified Public Accountant</li><li>Experience with renewable energy investments or asset management</li><li>Background in alternative investment fund management or financial services</li><li>Public accounting experience</li><li>Strong initiative and communication skills across multiple groups</li><li>Experience with audits and due diligence</li></ul><p><br></p>
  • 2026-04-15T00:00:00Z
Lending Operations Specialist 2
  • Edina, MN
  • onsite
  • Temporary
  • 26 - 35 USD / Hourly
  • <p>Our client is seeking a dedicated Lending Operations Specialist to join their team, focusing on the administration and processing of commercial, consumer, and SMB loans. This position emphasizes post-approval loan activities including booking, participations, and payoff processing, using key banking software tools. Working within a tight-knit team, you will play a critical role in maintaining operational continuity. </p><p><br></p><ul><li>Oversee and execute administrative tasks associated with loan documentation and booking for commercial, consumer, and SMB loans</li><li>Ensure loan participations are properly documented, coded, and processed according to internal policies.</li><li>Accurately input new loan data into core banking systems such as Fiserv, LaserPro</li><li>Manage processing and payoffs for approved loans, coordinating with team members and providing secondary support when leadership is unavailable.</li><li>Maintain high standards of accuracy, compliance, and timeliness in documentation and workflow.</li><li>Collaborate effectively within a small team to ensure seamless operations, providing guidance or support as needed during interim periods.</li><li>Assist in onboarding and updating loan accounts post-approval; no responsibilities related to loan origination or underwriting.</li><li>Identify and escalate operational risks or discrepancies and support process improvement initiatives within the lending operations function.</li></ul><p><br></p>
  • 2026-04-14T00:00:00Z
Investment & Cash Manager
  • Minneapolis, MN
  • onsite
  • Temporary
  • 55 - 75 USD / Hourly
  • <p>We are looking for an experienced Investment &amp; Cash Manager to join our team in Minneapolis, Minnesota. This long-term contract position offers the opportunity to manage complex investment and treasury operations within a dynamic portfolio environment. The ideal candidate will play a critical role in ensuring financial accuracy, operational efficiency, and seamless collaboration between internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Oversee monthly close processes in collaboration with the custodial bank, ensuring the accuracy and timely completion of financial data for a portfolio encompassing hundreds of funds and managers.</p><p>• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.</p><p>• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.</p><p>• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.</p><p>• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.</p><p>• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.</p><p>• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.</p><p>• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.</p><p>• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.</p><p>• Train and onboard team members, facilitating knowledge transfer and operational continuity.</p>
  • 2026-03-20T00:00:00Z
Digital Analyst
  • Minnetonka, MN
  • onsite
  • Temporary
  • 30 - 40 USD / Hourly
  • <p>We are seeking a detail-oriented and tech-savvy Digital Technical Analyst to join our team and support the Digital Product Owner in delivering exceptional experiences for our members. This role will support our member portal product, working towards strengthening the core functionalities that empower members to interact with their health plans effectively, and implement innovative ways to continue to bring value to the member.</p><p><br></p><p>The ideal candidate will act as a bridge between business, product, and technical teams, ensuring that requirements are well-defined, solutions are aligned with strategic goals, and implementations meet quality standards. They will play a critical role in enhancing our digital platform, which enables members to manage their plans, access ID cards, view claims, make payments, and more, while contributing to personalized, data-driven, and proactive care solutions.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p><br></p><p><u>Technical Analysis &amp; Solution Design:</u></p><ul><li>Partner with the Digital Product Owner to gather, document, and analyze technical requirements for the member portal and mobile app re-platforming initiative.</li><li>Collaborate with engineering teams to translate business requirements into technical specifications, user stories, and acceptance criteria.</li><li>Identify gaps and opportunities in the current platform architecture to improve scalability, security, and performance.</li></ul><p><u>Support digital cutovers &amp; migrations: </u></p><ul><li>Play a key role in transitioning membership to a new portal by evaluating and documenting current-state needs, recommending enhancements, authoring in our CMS, and supporting implementation efforts.</li><li>Ensure core functionalities such as benefit access, claims viewing, and payments are optimized and seamlessly integrated into the new platform.</li></ul><p><u>Collaboration Across Teams:</u></p><ul><li>Act as a liaison between product, design, engineering, and business stakeholders to ensure alignment on technical solutions and deliverables.</li><li>Collaborate with developers to assess the technical feasibility of proposed features and functionalities.</li><li>Assist in testing, validating, and troubleshooting the features to ensure successful deployment.</li><li>Identify technical dependencies and limitations, ensuring they are addressed early in the planning and development process to mitigate risks and ensure smooth delivery.</li></ul><p><u>Quality Assurance &amp; Documentation:</u></p><ul><li>Support quality assurance processes by defining test cases, reviewing deliverables, and ensuring features meet functional and technical requirements.</li><li>Contribute to the development of technical documentation, including process flows, use cases, and integration guides.</li><li>Maintain clear, concise, and up-to-date documentation for technical solutions, workflows, and processes.</li></ul>
  • 2026-04-15T00:00:00Z
Senior Business Analyst
  • Inver Grove Heights, MN
  • onsite
  • Temporary
  • 50 - 56 USD / Hourly
  • <p>We are looking for an experienced Senior Business Analyst to join our team. The ideal candidate will have a strong background in IT business analysis, a proactive approach to problem-solving, and the ability to effectively collaborate with cross-functional teams. This role requires expertise in transportation modules, integration testing, and user training while ensuring alignment with global business templates.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business requirements and translate them into effective process or technology solutions within the transportation module.</p><p>• Collaborate with stakeholders to develop business cases for new functionalities, including comprehensive cost-benefit and risk-impact analyses.</p><p>• Manage and prioritize ticket backlogs, working towards resolving issues promptly within the transportation module.</p><p>• Gather requirements and perform integration analysis for modules such as PP and SD.</p><p>• Create and execute test plans, develop test cases, and conduct functional and user acceptance testing.</p><p>• Assist in enhancing moderately complex information systems and ensure appropriate error management functionality.</p><p>• Provide training to new users on supported applications as needed.</p><p>• Promote and enforce workplace safety standards by identifying and addressing hazards.</p><p>• Participate in Scrum activities, including backlog grooming and supporting unit and integration testing.</p><p>• Take ownership of testing phases for projects, ensuring accuracy and completeness.</p>
  • 2026-04-03T00:00:00Z
Financial Advisor
  • Minneapolis, MN
  • onsite
  • Permanent
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
  • 2026-03-27T00:00:00Z
Microsoft Dynamics ERP Business Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 62300 - 102350 USD / Yearly
  • We are looking for an experienced ERP/CRM Consultant to join our dynamic team in Minneapolis, Minnesota. In this role, you will leverage your expertise in Microsoft Dynamics 365 Finance &amp; Operations or AX 2012 to provide critical support and enhancements for our business systems. The ideal candidate will excel in troubleshooting, collaborating with cross-functional teams, and developing solutions that align with organizational needs.<br><br>Responsibilities:<br>• Provide daily application support for Microsoft Dynamics systems by identifying and resolving issues that impact end-user functionality.<br>• Monitor and maintain automated business processes to ensure seamless operations of essential functions.<br>• Update and manage system data to maintain accuracy and integrity.<br>• Develop comprehensive training materials and deliver sessions to empower end users.<br>• Collaborate with stakeholders, team members, and subject matter experts to define requirements and implement effective solutions.<br>• Conduct discovery sessions to document business needs and translate them into functional design documents for development teams.<br>• Test, validate, and document system configurations and integration updates based on business requirements.<br>• Handle incoming access requests and support tickets, ensuring timely resolution and efficient triage.<br>• Perform rigorous system testing and assist in user acceptance testing to ensure functionality aligns with business objectives.
  • 2026-04-09T00:00:00Z