45 results for Financial Regulatory Reporting Analyst in Lancaster, PA

Sr. Financial Analyst Industry leading, manufacturer is looking to add a Senior Financial Analyst with proven expertise reconciling key metrics and utilizing ERP systems. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution. How you will make an impact· Analysis of financial and operations processes· Prepare financial analysis on cost drivers· Analyze and track KPIs· Create financial dashboards· Identify potential financial risks· Budgeting & Forecasting· Financial Reconciliation · Process Improvement Initiatives · Reviewing/Creating complex financial models

Senior Financial Analyst We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution. How you will make an impact· Analysis of financial and operations processes· Prepare financial analysis on cost drivers· Analyze and track KPIs· Create financial dashboards· Identify potential financial risks· Budgeting & Forecasting· Financial Reconciliation · Process Improvement Initiatives · Reviewing/Creating complex financial models

Sr. Financial Analyst Our client is a growing manufacturer that is hiring a Senior Financial Analyst on a direct hire basis. The Senior Financial Analyst should have exceptional technology skills including but not limited to, Microsoft Excel/Access, and JD Edwards. In this Senior Financial Analyst role, you will analyze and report on past performance, industry trends, KPI’s, pricing and other key financial and operational data in order to advise management on the allocation of resources to best accomplish corporate goals. This is a high visibility role with opportunity for career and professional growth within the organization. Major Responsibilities· Analysis of financial and operations processes· Prepare reporting packages· Assist in closing process· Identify potential financial risks· ROI analysis· Compliance Management· Ad hoc projects· Develop and maintain financial reports in internal database· Annual Budgets/Monthly Forecast

Supply Chain Financial Analyst Successful, international company seeks a Supply Chain Financial Analyst who can utilize ERP systems, financial software, and data analytics tools to enhance reporting accuracy. In this role, you will be responsible for providing financial insights and strategic support to optimize supply chain performance, analyzing costs, forecasting trends, preparing and presenting reports on KPIs, assisting with cost accounting, auditing invoice processing, reviewing cost of goods and services, and analyzing general ledger activities. The Supply Chain Financial Analyst should have proven experience in manufacturing/retail/logistics or distribution with proficiency in financial modeling, financial software, and experience with data visualization tools. Major Responsibilities· Support cost-reduction initiatives by evaluating supplier pricing· Analyze cost structures, margins, and variances· Track and forecast budget performance, identify areas for improvement· Coordinate the annual capital plan with accounting team· Monitor procurement spending to align with financial goals· Prepare reports on key performance indicators related to supply chain costs and efficiency· Oversee capital spending allocation request submissions· Collaborate with procurement and logistics teams to improve demand planning and inventory control

Sr. Financial Analyst Title: Sr. Financial AnalystComp: $90k-$110k + Bonus + BenefitsSchedule: HYBRID For more information on this and other permanent accounting and finance opportunities, please contact Brian LeBright at Robert Half on 443-870-4710 or on LinkedIn. We are offering an exciting opportunity for a Sr. Financial Analyst based in Maryland. This role involves data analysis, creating reports and models, forecasting and budget processes, and financial metrics related to FP& A. Responsibilities:• Analyzing large sets of data through advanced Excel to drive financial insights.• Implementing financial planning and analysis strategies to optimize budget processes.• Working with business intelligence tools such as Power BI for data visualization and business insights.• Conducting in-depth financial analysis to guide decision.• Collaborating with different departments and senior leadership.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Reading, Pennsylvania. This role involves managing the overall direction and completion of the Business Plan Process in our industry. You will be required to plan, direct, and coordinate activities of the Business Plan to ensure that milestones are achieved within the set time frame and funding parameters. Responsibilities: • Act as the primary point of contact for the annual business plan process, involving all field locations and corporate departments • Coordinate and communicate the steps required for the completion of the business plan process • Deliver multiple training sessions to the field and corporate locations personnel on the Business Plan model • Respond promptly to queries, resolving any issues in coordination with other parties, during the business plan entry period • Ensure accurate and timely upload and validation of all Business plan revenue and cost information to match the financial targets set by management • Handle recurring reporting and ad-hoc project requests as deemed necessary by the Manager of FP& A • Update slides for monthly package for board, and generate packet of backup reporting for use by the CFO and President • Collaborate with the Manager of FP& A to explore and execute upon opportunities to streamline processes and/or develop analysis methodologies to better explain historical results and improve forecasting accuracy • Work on other projects as assigned by the manager • Utilize skills in Annual Budget, Annual Operating Budget, and Financial Reporting to perform tasks and responsibilities effectively.

Sr. Financial Analyst Thriving client in the Wilmington Delaware area has a full-time need for a Sr. Financial Analyst with a cost accounting background. In this role, you will be responsible for all accounting functions including costing, budgeting and month end close. The Sr. Financial Analyst will provide financial analysis on future revenues and expenditures, advise on the allocation of resources, and report accurate findings to management for review. We would like a candidate with strong analytical thinking and problem-solving skills. What you get to do everyday· Review and analyze financial statements/reports· Develop financial models and forecasting· Provide monthly variance analysis· Conduct thorough research on current and past financial data· Establish and evaluate profit plans· Review internal controls of accounting applications· Explore investment opportunities· Prepare cost projections· Ensure compliance with financial guidelines and company policies

AML Compliance Analyst Are you a dedicated and detail-oriented detail oriented with expertise in Anti-Money Laundering (AML) compliance? A large, reputable financial services institution in Newark, DE is seeking an experienced Anti-Money Laundering Specialist for a critical contract-to-permanent opportunity. Join a team committed to ensuring compliance with AML regulations and preventing financial crimes within a fast-paced, dynamic environment. Position Overview: As an Anti-Money Laundering Specialist, you will leverage your knowledge of regulatory compliance to identify, investigate, and report suspicious financial activity. In this role, you will assist the institution in maintaining strict adherence to AML laws, policies, and best practices, ensuring its operations remain above reproach and compliant with current laws. Key Responsibilities: Conduct thorough investigations of transactions flagged for suspicious activity, utilizing AML tools and analytics. Prepare accurate and timely Suspicious Activity Reports (SARs) in compliance with regulatory standards. Assist in the development, implementation, and improvement of AML and Know Your Customer (KYC) policies and procedures. Collaborate with auditors and regulatory bodies during AML audits or inquiries. Stay updated on relevant legislation, emerging risks, and best practices related to AML compliance. Train and support colleagues on AML-related matters as needed. Qualifications: Bachelor’s degree in finance, accounting, economics, or a related field. Strong working knowledge of AML regulations, including the Bank Secrecy Act (BSA) and the must be eligible to work in the U.S. PATRIOT Act. Experience with financial transaction monitoring systems, data analytics tools, and fraud investigation processes. Exceptional analytical, problem-solving, and communication skills. Why You’ll Love This Opportunity: Join a trusted and influential financial institution with a commitment to excellence. Excellent potential for permanent permanent after the contract period. Opportunity to work with a dedicated team and gain deep insights into the world of global financial compliance.

Sr. Financial Analyst The Senior Financial Analyst of Business Plan and Special Reporting will be responsible for the overall direction and completion of the Business Plan Process. Will plan, direct, and coordinate activities of Business Plan to ensure that milestones are accomplished within the prescribed time frame and funding parameters. This position will also be responsible for the completion of certain monthly/quarterly/yearly analysis and reporting packages which will be completed and presented to the Manager of Financial Planning & Analysis (FP& A) for final approval. Examples of reports may include: monthly internal P& L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, and overhead cost control reports. MAJOR RESPONSIBILITIES Annual Business Plan- This position is the primary point of contact for the annual business plan process, encompassing all 800+ field locations and 150+ corporate departments of a multi-billion dollar business- Responsible for the coordination and communication of the steps required for the completion of the business plan process. Major milestones are:- Working with Field Finance and other stakeholders to identify process improvement opportunities and coordinating with MIS to ensure those changes meet user requirements with minimal disruption to the process- Delivery of multiple training sessions to the field and corporate locations personnel on the Business Plan model- While locations are entering plans in October, responding quickly to questions, and resolving any issues in coordination with MIS and other parties- Accurate and timely upload and validation of all Business plan revenue and cost information to match the financial targets set by senior management Reporting- As deemed necessary by the Manager of FP& A, this position will be responsible for both recurring reporting and ad-hoc project requests- Update slides for monthly package for senior leadership and the board, and generate packet of backup reporting for use by the CFO and President Operational Analysis- This position will be required to collaborate with the Manager of FP& A to explore and execute upon opportunities to streamline processes and/or develop analysis methodologies which help to better explain historical results and ultimately improve forecasting accuracy.- Other projects as assigned by the manager .

External Financial Reporting Manager One of our thriving clients is looking to add an External Financial Reporting Manager to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, reviewing SEC filings, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This External Financial Reporting Manager will also oversee international business units. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Oversee SEC and FERC reporting· Prepare quarterly earnings communications· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor Compliance· Recommend areas for revenue generation· Assist with ad hoc projects

Financial Reporting Manager/SEC One of our thriving clients is looking to add a Financial Reporting Manager/SEC to their successful finance team. This candidate should have strong data analysis, systems and operations improvement experience as they will be responsible for the reporting and financial analysis process including preparing financial statements and reports, fixed asset management, grant accounting, budget management, and assist with process improvement and internal control guidelines. This Financial Reporting Manage/SEC will also build lasting relationships with business partners and external auditors. The ideal candidate for this role should have strong technical accounting abilities, high attention to detail, and an analytical mindset. How you will make an impact· Generate monthly, quarterly financial reports & statements· Account Reconciliation · Budgeting & Forecasting· Coordinate internal and external audits· Build and establish strong client relationships· Complete trend and variance analysis· Perform financial forecasting· Monitor SOX Internal Controls· Recommend areas for revenue generation· Assist with ad hoc projects

Treasury Analyst We are offering a long-term contract employment opportunity for a Treasury Analyst in EXTON, Pennsylvania. The Treasury Analyst will be an integral part of our team, focusing on monitoring our investment portfolio, providing recommendations to management, maintaining records, and conducting cash flow analysis. This role is also responsible for servicing and reporting on purchased and sold loan portfolios for both General Ledger (GL) and Asset-Liability Committee (ALCO) purposes. Responsibilities • Monitor our investment portfolio actively and provide recommendations based on researched data from broker material and Bloomberg analysis• Liaise with brokers for research and execution of bond purchases and sales• Maintain comprehensive records on bonds held, ensuring compliance with internal policy and regulatory requirements• Conduct in-depth cash flow analysis to ascertain expected cash position and provide efficient usage recommendations of available cash to management• Update forecasts to Financial Planning & Analysis (FP& A) on a monthly basis• Generate a Peer Report for Senior Management quarterly• Understand Asset and Liability Management (ALM) concepts and their impact on investments and the overall balance sheet• Manage non-member deposits, including both short term and long-term forecast• Handle servicing and reporting of purchased and sold loan portfolios for GL and ALCO purposes• Understand Funds Transfer Pricing (FTP) concepts and their impact on investments• Perform other duties as assigned

Manager FP&A We are in search of a Manager Financial Reporting based in Lancaster, Pennsylvania. The role demands a professional with in-depth knowledge of financial planning, financial analysis, and strategic analysis. The selected candidate will be accountable for the consolidation and reporting of the business segment and will work closely with senior management to drive improvements in business results. Responsibilities: • Prepare, present, and interpret financial analysis including narratives and graphs.• Develop and implement strategic recommendations based on insights derived from analysis for senior management review and decision making.• Evaluate operating results in terms of profitability, performance against budget, and other fiscal factors to understand the organization's financial soundness.• Develop a comprehensive understanding of the location's business drivers and propose improvements.• Conduct reviews of forecasts and plans, understand deviations and provide insights to senior management.• Prepare monthly financial reviews to support the business review process with Plant and executive leadership.• Lead process improvement projects to enhance performance.• Work closely with Plant and BU management on ad hoc and ongoing analysis.• Develop a network of contacts across the company to facilitate efficient data gathering and reporting processes.• Oversee projects to overhaul systems such as pricing or process standard costing.

Accounting Manager Salary: $120,000 - $130,000+ Bonus Location: Wilmington, DE, 100% onsite Position Type: Fulltime with Benefits Department: Finance & Accounting Reports To: Director of Accounting Position Summary: A thriving $300MM company that is going through tremendous M& A activity is seeking a seeking a strategic and analytical Accounting Manager to lead their corporate accounting operations. This role requires a critical thinker and problem solver who can navigate complex financial challenges, drive process improvements, and ensure compliance with accounting standards. The ideal candidate will have strong leadership skills, a proactive mindset, and the ability to make data-driven decisions in a fast-paced corporate environment. Key Responsibilities: • Analyze and solve complex accounting issues, identifying process inefficiencies and implementing innovative solutions. • Oversee the month-end, quarter-end, and year-end close processes, ensuring accuracy and timeliness. • Prepare and review financial statements in compliance with GAAP/IFRS and corporate policies. • Manage the general ledger, account reconciliations, and journal entries to maintain financial accuracy. • Ensure compliance with SOX regulations, tax requirements, and internal controls, proactively identifying and mitigating risks. • Partner with auditors, tax consultants, and internal stakeholders to facilitate audits and regulatory filings. • Conduct data analysis to uncover financial trends, discrepancies, and areas for cost-saving opportunities. • Develop and implement process improvements to enhance accounting operations and reporting efficiency. • Lead, mentor, and develop a team of accounting professionals, fostering a problem-solving culture. • Support budgeting, forecasting, and financial planning processes. • Assist with system implementations, leveraging technology to optimize accounting functions. Qualifications & Requirements: • Bachelor’s degree in Accounting, Finance, or a related field; CPA, CMA, or MBA preferred. • 5+ years of progressive accounting experience, with at least 3 years in a leadership role. • Strong knowledge of GAAP, IFRS, and financial reporting requirements. • Proven ability to analyze data, think critically, and solve complex financial problems. • Experience with ERP systems (SAP, Oracle, NetSuite, or similar). • Advanced proficiency in Microsoft Excel and financial modeling. • Strong communication and leadership skills, with the ability to challenge the status quo and drive improvements. • Ability to manage multiple priorities, work independently, and make sound financial decisions under pressure. Why Join Us? • Competitive salary and performance-based incentives. • Comprehensive benefits package, including health, dental, vision, and 401(k). • detail oriented development and career growth opportunities. • A collaborative and dynamic work environment within a large corporate setting. • The opportunity to lead with impact, solve financial challenges, and drive business success. If you are a results-driven accounting detail oriented who is looking for a growing company and thrives on problem-solving and strategic thinking, we encourage you to apply!

Data Governance Analyst We are in search of a Data Governance Analyst in Malvern, Pennsylvania, 19355, United States. This role offers a short term contract employment opportunity. As a Data Governance Analyst, you will be entrusted with the creation and implementation of data and process governance strategies, execution of data dictionary, and carrying out data quality analytics. Responsibilities: • Implement Data Governance (DG) and Data Quality (DQ) strategies to ensure compliance with regulatory requirements. • Execute data dictionary and Common Data Environment (CDE) identification procedures. • Establish and enforce data quality rules and data lineage. • Conduct data quality and analytics to ensure the reliability of practices within the organization. • Leverage your skills in Data Governance, Data Quality, and Data Management to optimize processes. • Apply your knowledge of BCBS 239, 504, and/or 20252a in the financial services industry context. • Utilize your experience with compliance data, particularly in the context of BSA/AML with Actimize. • Use your coding proficiency in Python, data APIs, and data management/DGDQ tools to enhance data processes. • Implement your experience with DG/DQ tools such as Ataccama, Informatica/Collibra, IBS, Actimize, Prime, ACH, Salesforce, Data Warehouse/Snowflake, Wires: Finastra and/or Finzly and proficiency with Microsoft Suite and PowerBI.

Accounting Manager National leader seeks an Accounting Manager with proven public accounting experience, and SEC experience. This role will be responsible for preparing journal entries, budgeting of various accounts, supervising accounting staff, managing the month end close process, performing general ledger analysis, completing account reconciliations, assist external auditors with the annual auditing process, prepare financial reports/statements, and develop and implement process improvements needed that will increase the internal revenue. We are looking for an Accounting Manager with a solid financial analysis skill set, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multitask while meeting crucial deadlines. What you get to work on daily· Maintain general ledger accounts· Accounts Payable/Receivable· Account Reconciliation· Manage month-end/year-end audits· Review monthly accruals· Account Analysis· Spreadsheet Maintenance· Prepare financial statements/reports

Corporate Tax Director Corporate Tax Director Robert Half is seeking a highly skilled and experienced Interim Corporate Tax Director for an established organization in Harrisburg to lead the tax function, ensuring compliance with all corporate tax regulations while optimizing tax strategies. The ideal candidate will have deep expertise in corporate income tax, indirect tax (e.g., sales & use, occupancy), tax provision, and tax filing. This role is responsible for overseeing tax compliance, managing audits, and driving tax planning initiatives to support business growth. Responsibilities of Corporate Tax Director<ul><li>Oversee corporate income tax compliance, planning, and reporting to ensure adherence to federal, state, and local regulations.</li><li>Manage indirect tax compliance (sales & use tax, occupancy tax, and other transaction taxes), including audits and regulatory changes.</li><li>Lead the preparation and review of tax provisions under ASC 740, including deferred tax calculations and financial statement disclosures.</li><li>Direct the tax filing process, ensuring timely and accurate submission of all tax returns.</li><li>Develop and implement tax strategies to minimize liabilities and maximize tax efficiency.</li><li>Manage relationships with external auditors, tax advisors, and regulatory agencies.</li><li>Monitor legislative and regulatory changes impacting corporate tax and provide guidance to leadership.</li><li>Collaborate with internal finance, accounting, and legal teams to align tax strategies with business objectives.</li></ul>

Trust Administrator Financial Services company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management, maintaining account openings and closings, monitoring cash flow, conducting trust performance reviews, reviewing sub-custodial data daily, ensuring compliance with applicable laws and regulations, and preparing detailed reports for beneficiaries, trustees, and regulatory authorities. The ideal Trust Administrator for this role should be proficient in financial management and accounting principles, and posses’ excellent communication, interpersonal, and client relationship management skills. Primary Responsibilities· Manage individual and corporate trust accounts· Assist with trust administrative activities· Keep abreast of all Trust rules and regulations· Identify and mitigate potential risk issues· Assist with database maintenance· Initiate the auditing process· Source and build prospect client pipeline· Build strong relationships with outside wealth advisors

P/E Fund Accounting Manager Reputable, private equity firm seeks a P/E Fund Accounting Manager with excellent communication skills. In this role, you will be responsible for overseeing the financial operations and accounting functions related to investment funds in addition to: maintaining estimates and forecasting models, monitoring fund expenses, preparing financial statements/reports, assisting with treasury compliance, coordinate annual audits, and communicate fund performance and financial results to management/stakeholders. The ideal P/E Fund Accounting Manager for this role should have excellent analytical skills, great research abilities, and in-depth knowledge of generally accepted accounting principles. Primary Responsibilities· Capture and record fund activities· Tax Compliance· Oversee various funds· Prepare fund accounting financial statements/reports· Assist with the annual audit process· Supervise reconciliation of investment portfolios· Gather treasury filings as needed· Maintain strong client relationships· Ad hoc vendor relation projects

FP&A Manager Well-respected, financial services company seeks a FP& A Manager with expertise working with multi-dimensional databases. In this role, you will take appropriate steps to forecast the annual financial plan, create annual budgets, prepare monthly and quarterly financial reporting, consolidate reporting packages, monitor risks and revenue opportunities, review KPIs, analyze financial transactions, provide financial analysis, and assist with developing a long-term financial and strategic plan. The ideal candidate for this position will have a significant analytical skill set and firm quantitative abilities. Major Responsibilities· Create annual budget plans· Review general ledger activities· Provide financial analysis· Budgeting & Forecasting· Analyze, research, and compare data· Balance sheet variance analysis· Develop investment strategies· Assist with projected financial goals· Prepare detailed reports· Recommend cost saving initiatives

Accounting Manager Robert Half has partnered with a stable, non-profit on their search for an Accounting Manager with medical billing expertise. The Accounting Manager will be responsible for overseeing and managing accounting functions, creating budgets, processing reimbursements, assisting with month end close, drafting journal entries, preparing monthly financial statements, and overseeing the accounting team. This role is pivotal in supporting financial health and growth, providing variance analysis, ensuring compliance with GAAP, identifying opportunities for process automation, and setting clear goals and expectations for the financial services department. We are looking for an Accounting Manager with a solid financial analysis skillset, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multi-task while meeting crucial deadlines. What you get to work on daily· Oversee all aspects of financial services, including accounting, budgeting, and reimbursements· Manage investment and debt plans, ensuring sound financial operations· Handle resident accounting, providing accurate and timely information· Lead a team of accounting professionals, encouraging growth and efficiency· Implement monthly financial close procedures, including journal entries and reconciliation· Prepare monthly management financial reports and executive summary schedules· Provide technical support to departmental directors and managers for reporting and budget questions· Utilize knowledge of medical billing to enhance financial operations· Employ various accounting software systems, including ADP - Financial Services, BlackLine, Concur, and ERP - Enterprise Resource Planning· Perform critical accounting functions, including Accounts Payable (AP) and Accounts Receivable (AR)· Execute auditing and billing functions with precision and diligence· Apply experience in non-profit accounting to optimize financial operations.

Finance Manager We have partnered with a legal firm on their search for a Finance Manager, preferably with Elite 3E expertise. The Finance Manager will be responsible for overseeing the financial health of the firm by budgeting, forecasting, financial reporting, and risk management. In this role, you will also analyze daily balances, manage billing and the general ledger system, cash management, reviewing and approving wire transfers, perform monthly bank reconciliations, review daily cash receipts, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills. Responsibilities:• Oversee and maintain the general ledger and ensure 3E data integrity.• Liaise with external entities for tax and accounting-related matters.• Conduct monthly reconciliations of all bank accounts and prepare reports on cash disbursements and receipts.• Review Profit & Loss statements to ensure proper coding.• Assist in the creation and management of the annual operating budget.• Manage daily cash balances and approve wire transfers.• Post receipts and manage the monthly billing schedule, reviewing all bills prior to dispatch.• Take ownership of Local Counsel monthly billing and invoicing.• Review closed matters for any cost write-offs and assist the Director of Finance as needed.

Treasury Analyst Treasury Analyst A client of ours is looking for a Treasury Analyst to support treasury operations through daily cash management, liquidity analysis, and financial risk oversight. This role is essential to maintaining optimal cash positioning and compliance with internal financial controls while collaborating across departments to support corporate financial strategies. Responsibilities of Treasury Analyst <ul><li>Monitor and manage daily global cash positioning</li><li>Support cash forecasting and ensure adequate liquidity</li><li>Manage banking relationships and oversee account administration</li><li>Execute and record intercompany funding and bank transfers</li><li>Maintain and reconcile cash activity records</li><li>Assist with debt compliance and interest/covenant reporting</li><li>Support FX exposure analysis and hedging activities</li><li>Collaborate with Accounting, FP& A, and others on treasury matter</li><li>Ensure treasury compliance with policies and audit standards</li><li>Participate in treasury system enhancements and process improvements</li></ul>

Tax Manager Robert Half has partnered with a growing financial services firm on their search for a Tax Manager. This role will consist of assisting with preparing complex tax returns, compiling supporting financial statements, reviewing general ledger activities, and assisting with tax audits. The ideal Tax Manager must have the ability to review legal documents, knowledge of general ledger systems, and the ability to maintain preserve confidentiality. The role involves working closely with both internal departments and third-party tax return preparers to ensure the company's compliance with federal and state income tax laws and regulations. Responsibilities: • Interpret trust instruments and related documents to ascertain the correct tax classification of each account and the subsequent reporting obligations, while keeping these records up to date• Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by clients• Coordinate with the Trust Department to organize and facilitate the delivery of financial records to all tax preparers for the creation of estimated and final income tax returns; Supervise and ensure the timely filing of all returns• Stay abreast with changes in laws that could impact the company's accounts and provide timely updates to Trust Officers and senior management• Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and events that impact client accounts who invest in those partnerships• Identify opportunities to improve the tax process• Utilize Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other relevant tools to carry out accounting functions and compliance• Apply knowledge and skills in Public Accounting, Public Accounting Tax, Partnership Taxation, Trust tax, Trust Tax Returns, and Entity Formation• Perform duties related to the Annual Income Tax Provision and auditing• Carry out other tasks as assigned to ensure the smooth running of the department.

Accounting Director Robert Half has partnered with a client within the financial services industry on their search for an Accounting Director who posses deep understanding of insurance accounting principles, compliance and regulations. This Accounting Director will conduct variance analysis and provide insights into financial performance, assist with management consulting, prepare financial report packages, oversee the month end close process, monitor expense accruals, ensure compliance with internal firm policies, maintain & resolve general ledger discrepancies, create solutions for process improvement, monitor cash flow, manage journal entry tracking, and assist with the financial planning process. If you hold a high level of financial modeling skills, have strong technical accounting abilities, and can safeguard company assets, this may be the role for you! What you get to do everyday· Oversee the preparation of financial statements· Supervise the accounting team, including accounts payable/receivable, and general ledger· Ensure proper documentation and record-keeping of financial transactions· Stay abreast of insurance industry regulations and standards· Manage month-end and year-end close processes effectively· Implement and maintain internal controls to safeguard company assets· Assist in the development of budgets and financial forecasts· Provide strategic insights to support strategic planning and business decisions

Next Results Page