<p>Robert Half is seeking a dynamic employee for a temporary / contract to hire opportunity with a growing company! The primary role of the Cash Application Specialist will be to determine how each line item on the customer remittance will be applied against the customer’s account, while strictly adhering to company policy and GAAP accounting standards. Advanced excel skills and heavy accounts receivable reconciliation/auditing experience are a must.</p><p> </p><p>Responsibilities:</p><p>- Download customer payment and remittance information from the lockbox, customer portals and email daily.</p><p>- Utilize working knowledge of the customer payment breakdown-process, factoring in any issues that may delay the breakdown-process, to prioritize workload, while still ensuring that all cash is posted by daily/monthly deadlines.</p><p>- Following company policy, breakdown customer remittances and research each remittance line item to determine which invoice on the customer account to apply cash.</p><p>- Balance all cash application, unapplied cash and non-AR entries to ensure total cash applied matches the customer payment.</p><p>- Provide auditable support, per company policy, for all cash application and non-AR entries.</p><p>- Develop working relationship with customer contacts and internal teams and communicate any discrepancies or problems timely. Monitor, follow-up and escalate to ensure problems are addressed so cash can be applied by daily/monthly deadlines.</p><p>- Communicate any lien releases or other billing process change documentation that may arrive with the customer remittance to appropriate internal teams.</p><p>- Assist the Cash App data-entry teams in posting cash as necessary to SAP, ensuring all deadlines are met.</p><p>- Assist with month-end close and prepare analysis and/or other administrative reports, review outstanding items and exceptions.</p><p>- Accounting and clerical duties such as filing, scanning, making collections phone calls and sending out past due correspondence.</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call Jordan Lynch at 651-293-3973 for review and consideration. </p>
<p>Robert Half is working with our client to help identify a Treasury Analyst for their team.</p><p>This fast-paced, growth-oriented company is seeking a Treasury Analyst who will play a key role in enhancing cash forecasting, optimizing capital structure, and ensuring smooth treasury operations. The ideal candidate is detail-oriented, tech-savvy, and eager to collaborate across departments to support strategic financial initiatives.</p><p>What You'll Do:</p><ul><li>Support treasury operations and represent the team in ERP and TMS implementation projects</li><li>Collaborate with internal teams to build and maintain tools for cash and EBITDA forecasting</li><li>Manage leasing processes, including lease vs. buy analysis for IT and fleet assets</li><li>Prepare and analyze monthly and quarterly debt compliance reports</li><li>Facilitate banking and credit card account setup for acquisitions</li><li>Partner with investor relations to support outreach and reporting</li><li>Present financial insights and recommendations through reports and presentations</li><li>Assist in daily liquidity monitoring and borrowing decisions in partnership with cash management</li><li>Contribute to ongoing treasury projects and process improvements</li></ul><p><br></p><p><br></p>
<p>We are looking for a Middle Office Portfolio Analyst to join our client's firm in the Twin Cities. In this role, you will play a pivotal part in managing the operational aspects of a diverse credit investment portfolio, ensuring smooth execution of financial transactions and maintaining high standards of accuracy. This is an exciting opportunity to collaborate with cross-functional teams and contribute to the success of a leading financial services organization.</p><p><br></p><p><strong>Summary of Responsibilities:</strong></p><p><strong> </strong></p><p>Responsibilities:</p><p>Collaborate with investment professionals, legal, tax, treasury, and capital markets teams to facilitate the closing new investment transactions. </p><p>Oversee future funding and financing processes.</p><p>Review and analyze monthly reports across the portfolio to ensure accuracy and compliance.</p><p>Coordinate transaction exit activities to support efficient financial operations.</p><p>Establish new illiquid investment structures by entering deal attributes into systems or coordinating with administrators.</p><p>Record investment transaction data and prepare requests for cash movements between entities.</p><p>Manage cash flow activities for investment relationships. </p><p>Provide oversight and support for operational partners.</p><p>Prepare and coordinate periodic and ad hoc reports related to illiquid investments.</p><p>Collaborate with the global team to enhance investment data management and reporting processes, working closely with service providers to improve workflows.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p><p><br></p>
<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><ul><li>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</li><li>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</li><li>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</li><li>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</li><li>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</li><li>Support ad-hoc analysis and assist in process improvement initiatives.</li></ul><p><strong>Qualifications</strong></p><ul><li><strong>0–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</li><li><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</li><li>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</li><li>Prior experience with <strong>structured securities products</strong> is advantageous.</li><li>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</li><li>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</li></ul><p><strong>Why Apply?</strong></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p><p><br></p>
<p>We are inviting applications for the position of Sr. Financial Awards Analyst to be a part of our team located in Minneapolis, Minnesota, United States. The Sr. Financial Awards Analyst will be responsible for overseeing the financial management of our complex funding portfolio, which includes federal, state, and private financial support. This role involves handling financial reports, compliance, and budgeting related to our funding programs. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the financial management of various funding awards, ensuring compliance with federal and state regulations.</p><p>• Develop and manage complex budgets for various awards, including reviewing initial proposals and making ongoing revisions.</p><p>• Conduct monthly, quarterly, and annual reconciliations of fund expenditures, identifying variances and making necessary adjustments.</p><p>• Provide technical assistance and support to program teams on budget preparation, financial reporting, and award management.</p><p>• Monitor spending to ensure funds are allocated and used according to award terms, identifying and resolving discrepancies.</p><p>• Assist in forecast and budget management for all federal, state, and other awards.</p><p>• Use automated financial management systems and software programs to create documents, reports, and spreadsheets.</p><p>• Prepare and submit regular reimbursement requests to various agencies, ensuring timeliness and accuracy.</p><p>• Coordinate billing and payments with funders, ensuring compliance with each agency’s requirements and deadlines.</p><p>• Maintain thorough documentation for all financial transactions and communications with funders.</p><p>• Lead and/or conduct special analytical studies in support of a wide variety of organizational and management needs.</p>
POSITION SUMMARY: <br>The role of a Financial Analyst I – Pricing is to partner with the sales teams by providing pricing guidance and analytical support. This is achieved by adhering to set-forth guidelines and thresholds while displaying effective working knowledge of the business segment. Within this role the Financial Analyst I – Pricing begins to identify industry trends, taking on small-scale ad-hoc projects and reports to the Pricing Lead.<br>PRIMARY DUTIES AND RESPONSIBILITIES <br> · Participate as the cross-functional business partner with various internal departments to provide pricing and analytical support.<br> · Manage deal flow in a timely and effective manner in accordance with established company policies<br> · Act as the key player in managing contract programs and provide individual customer pricing. This requires utilization and maintenance of pricing models<br> · Support the sales teams through financial modeling, profitability and revenue risk exposure, and pricing approval process management<br> · Provide a consultative approach to submitting bid offers based on industry knowledge, margin expectations and contractual obligations<br> · Build a productive and harmonious working relationship with key stakeholders in various departments.<br> · Analyze quantitative data to understand pricing trends and elevate findings accordingly<br> · Develop effective working knowledge of assigned business segment<br> · Perform ad-hoc analysis based on business needs and strategic growth initiatives<br> · All other projects and duties as assigned<br>REQUIRED EXPERIENCE<br> · Bachelor's degree in Finance, Accounting, Economics or related field<br> · 0-2 years of experience in financial analysis preferred<br>REQUIRED SKILLS & ABILITIES<br> · Aptitude to perform under time constraints<br> · Ability to prioritize and execute with proficiency<br> · Exceptional communication skills; both written and verbal<br> · Efficient process management<br> · Strong problem solving & analytical skills<br> · Keen attention to detail<br> · Basic understanding of financial statements and pricing models<br>Ability to interpret data from various sources and present findings with recommendations for action
We are on the lookout for a meticulous Sr. Financial Analyst to join our team in the manufacturing industry, based in Saint Paul, Minnesota. As a Sr. Financial Analyst, your duties will involve providing comprehensive financial reports, working closely with finance and business management and supporting the organization's growth through various analyses and projects.<br><br>Responsibilities:<br><br>• Delivering analytical support by developing and maintaining Key Performance Indicator (KPI) reporting.<br>• Conducting financial analysis to identify trends, risks, and opportunities that influence company performance.<br>• Collaborating with cross-functional teams to evaluate the financial impact of business initiatives.<br>• Assisting in the preparation of presentations for senior management and stakeholders.<br>• Creating financial models to project the financial implications of capital projects, including ROI and cash flow impacts.<br>• Supporting the development of the annual budget and long-term financial plans.<br>• Analyzing cost structures and recommending cost-saving measures to enhance profitability.<br>• Preparing and presenting monthly, quarterly, and annual financial reports for management and stakeholders.<br>• Monitoring performance and identifying areas for improvement by developing KPIs for vital department metrics.<br>• Participating in ad hoc financial analysis and projects as required.
<p>Are you a detail-driven financial professional who thrives in structure and precision? We’re seeking a meticulous team player skilled in analyzing, reconciling, and interpreting financial data. In this role, you will manage manufacturing costs, investigate variances, perform month-end closings, oversee inventory control, and support capital expenditure and depreciation tracking. You’ll also prepare data-driven financial reports and collaborate cross-functionally to ensure system accuracy and integrity.</p><p><br></p><p>If interested or you would like to have a private conversation, please reach out on LinkedIn @ Jordan Docken. </p><p><br></p><p>This opportunity comes with medical, dental/vision, PTO, 401k match, parent leave, etc. </p>
