<p>Robert Half has partnered with a thriving global company on their search for an experienced Credit Specialist. We are looking for a candidate who can identify and monitor overdue payments, report collection activity, arrange debt payoffs, and resolve billing and customer credit issues. This Credit Specialist will also process payments and refunds, update account records, and provide assistance where collection efforts are needed.</p><p><br></p><p>Primary Duties</p><p>• Create and maintain credit history records</p><p>• Assist with administrative activities</p><p>• Document daily collection activity</p><p>• Assist with ACH transactions</p><p>• Complete collection effort calls</p><p>• Daily Cash Applications</p><p>• Access and analyze credit worthiness</p><p>• Identify delinquent accounts</p><p>• Perform payment reconciliations</p><p>• Assist customer service department</p><p>• Prepare monthly customer statements</p><p>• Develop and schedule payment plans</p>
We are offering an exciting opportunity for an AR Clerk/Specialist in Moorestown, New Jersey. The role involves a combination of accounting duties, primarily focused on the efficient management of customer transactions and account receivables. The successful candidate will be integral to the smooth running of the accounts department in our organization.<br><br>Responsibilities:<br><br>• Accurate processing and posting of customer payments into QuickBooks<br>• Facilitating the timely issuance of sales invoices and ensuring they are error-free and include the correct sales tax<br>• Assisting in the transition from QuickBooks Desktop to QuickBooks Online<br>• Managing accounts receivable collections and ensuring prompt payment<br>• Ensuring the accurate and timely filing and payment of sales tax<br>• Undertaking project billing tasks, with a familiarity with AIA billing being advantageous<br>• Preparing project P& Ls in Excel and uploading invoices to the customer portal<br>• Maintaining effective communication with clients to resolve any issues or inquiries<br>• Using Microsoft Excel and other Microsoft Office tools to maintain and organize data efficiently<br>• Proactively monitoring customer accounts and taking necessary actions when required.
We are offering an exciting opportunity for a detail-oriented individual with experience in Cash Management/AP in Newark, Delaware. This role is primarily involved in the industry of accounting and finances. The successful candidate will be part of a dynamic workplace and will be responsible for a variety of tasks including processing and reconciling accounts, handling cash management, and maintaining compliance with OSHA regulations.<br><br>Responsibilities: <br><br>• Coding, posting, and verification of price/authorization for all aspects of Accounts Payable<br>• Monthly processing and reconciliation of refunds<br>• Managing daily cash and overseeing petty cash across all locations<br>• Conducting bank reconciliations and managing bank-related tasks as required<br>• Ensuring compliance with OSHA regulations and maintaining related records<br>• Handling monthly tenant and entity billings<br>• Overseeing records retention <br>• Assisting with other duties as assigned by the Accounting Manager<br>• Conducting monthly reconciliations of credit card statements and insurance invoicing<br>• Data entry and invoice processing using software such as Oracle, SAP, and QuickBooks.
<p>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.</p><p><br></p><p>Primary Responsibilities</p><p>· Manage individual and corporate trust accounts</p><p>· Assist with trust administrative activities</p><p>· Keep abreast of all Trust rules and regulations</p><p>· Identify and mitigate potential risk issues</p><p>· Assist with database maintenance</p><p>· Initiate the auditing process</p><p>· Source and build prospect client pipeline</p><p>· Build strong relationships with outside wealth advisors</p>
<p>We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile reports on portfolio performance on a regular basis</p><p>• Monitor and update client asset allocations</p><p>• Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds</p><p>• Prepare and coordinate materials for client meetings</p><p>• Compile quarterly tax projections</p><p>• Handle account creation and maintenance </p><p>• Manage money movement including wire transfers and journals</p><p>• Maintain and update the database regularly</p><p>• Conduct ad hoc project management </p><p>• Assist in portfolio performance updates</p><p>• Provide operational functions to support the Partners and their team. </p><p><br></p><p>Skills: </p><p><br></p><p>• Annual Financial Plan</p><p>• Financial Planning</p><p>• Financial Reconciliation</p><p>• Financial Services</p><p>• Personal Financial Specialist</p>
<p>Looking to take your financial analysis career to the next level? Join us as an <strong>Intermediate Financial Analyst</strong> and play a pivotal role in driving our company’s financial success through advanced analytics and insights. This is your chance to be a key partner in shaping data-driven decisions and contributing to strategic goals across various business metrics, including sales, margins, and vendor claims. <strong>Why Join Us? </strong>This is more than just a job—it’s an opportunity to grow your skills, work with talented professionals, and make a tangible impact on business strategy and operations. We’re looking for someone who is analytical, detail-oriented, and passionate about financial data. If you’re ready for a dynamic role that combines financial expertise with strategic thinking, we want to hear from you.</p><ul><li><strong>What You’ll Do: Gain actionable insights</strong>: Conduct monthly revenue analysis, breaking down sales, COGS, and margins by product and location.</li><li><strong>Refine financial accuracy</strong>: Perform variance analyses to support accounting teams during month-end closings.</li><li><strong>Own vendor claims</strong>: Manage calculations, submissions, allocations, and collections—special focus on SPAs (Special Pricing Agreements).</li><li><strong>Collaborate cross-functionally</strong>: Work closely with multiple teams to gather data and provide business insights that directly influence decision-making.</li><li><strong>Develop financial models</strong>: Build and refine models to analyze complex business scenarios and aid strategic planning efforts.</li><li><strong>Streamline sales tools</strong>: Enhance CRM systems for stronger data integrity and reporting alignment.</li><li><strong>Create insights that matter</strong>: Use Power BI to develop dashboards and reports, becoming a go-to Power BI “expert.”</li><li><strong>Shape the future</strong>: Play a role in budget and forecast preparations, executing projections and variance analyses with precision.</li><li><strong>Stay ahead of trends</strong>: Keep up-to-date on industry innovations and best practices in financial analysis.</li></ul><p><br></p>
<p>Robert Half is looking for a meticulous and organized Trust Assistant to join our client's team in Delaware. In this Trust Assistant role, you will support trust administration processes by handling accounting tasks, maintaining records, and assisting with investment-related documentation. This position requires a strong attention to detail and the ability to manage multiple responsibilities effectively.</p><p><br></p><p>Responsibilities:</p><p>• Establish and maintain new trust accounts by accurately inputting data into accounting and custody systems.</p><p>• Process a variety of bulk transactions, including fees, appraisals, tax payments, and security litigation settlements.</p><p>• Record recurring transactions from the custody system into the trust accounting system to ensure accurate shadow posting.</p><p>• Handle ad-hoc transactions and verify pricing details for accuracy.</p><p>• Assist in the preparation, distribution, and proper filing of investment subscription and redemption documentation.</p><p>• Compile and assemble materials for meeting books to support administrative and investment discussions.</p><p>• Organize and maintain electronic and physical filing systems for the Trust Administration department.</p><p>• Update and manage trust department databases and logs to ensure accurate and current information.</p><p>• Support occasional in-office client meetings by managing room setup, ordering supplies, and post-meeting cleanup.</p>
<p>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.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>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.</p><p> </p><p>Major Responsibilities</p><p>· Analysis of financial and operations processes</p><p>· Prepare reporting packages</p><p>· Assist in closing process</p><p>· Identify potential financial risks</p><p>· ROI analysis</p><p>· Compliance Management</p><p>· Ad hoc projects</p><p>· Develop and maintain financial reports in internal database</p><p>· Annual Budgets/Monthly Forecast</p>
<p><strong>Senior Financial Analyst </strong></p><p>A client of ours is looking for a Senior Financial Analyst for a contract role. This role will primarily focus on the propane division of the company and will play a critical part in improving our data analysis, forecasting accuracy, and strategic financial planning.</p><p><br></p><p><strong>Responsibilities of Senior Financial Analyst </strong></p><ul><li>Lead budgeting, forecasting, and monthly variance analysis across key business units.</li><li>Extract and organize complex datasets to identify trends, opportunities, and operational efficiencies.</li><li>Develop and implement key performance metrics to support data-driven decision-making.</li><li>Collaborate with cross-functional teams to understand business needs and translate data insights into actionable recommendations.</li><li>Proactively engage with senior leadership by providing strategic insights, developing presentations, and offering solutions for improving financial efficiency.</li><li>Review existing data processes and make recommendations for enhancing reporting and analytics capabilities.</li></ul><p><br></p>
<p>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.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
We are looking for a highly skilled Financial Analyst to join our team in Lititz, Pennsylvania. This is a long-term contract opportunity for a detail-oriented individual with expertise in financial processes and reporting. The ideal candidate will play a key role in maintaining accurate financial records, processing claims, and supporting various accounting functions.<br><br>Responsibilities:<br>• Develop, implement, and maintain comprehensive accounting procedures to ensure accuracy and compliance.<br>• Prepare and deliver detailed financial reports to clients in a timely and efficient manner.<br>• Process stop loss and aggregate claims with carriers, ensuring accuracy and adherence to requirements.<br>• Generate and manage monthly client invoices, reconciling them with carrier invoices as needed.<br>• Oversee accounts receivable, vendor payments, and related financial tasks, recording transactions when necessary.<br>• Contribute to the auditing process by preparing and reviewing financial data for accuracy.<br>• Provide guidance to finance specialists or assist with internal audits and data entry to maintain workflow consistency.<br>• Participate in special financial projects to support organizational goals.
We are looking for a skilled Financial Analyst to join our team in Reading, Pennsylvania. This is a long-term contract position offering an excellent opportunity to contribute to financial planning, analysis, and reporting for a dynamic organization. Ideal candidates will have a strong background in accounting, data analysis, and financial management tools.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to support budgeting, forecasting, and strategic planning.<br>• Utilize accounting software systems to manage and report financial data effectively.<br>• Analyze and interpret data using data mining techniques to identify trends and insights.<br>• Prepare reports using tools such as Crystal Reports to communicate financial performance to stakeholders.<br>• Oversee accrual accounting processes to ensure accurate and timely entries.<br>• Collaborate with teams to audit financial statements and ensure compliance with regulations.<br>• Manage capital planning and allocation processes to optimize resource utilization.<br>• Develop and maintain CRM-related financial data to enhance customer relationship management.<br>• Support the implementation and optimization of budget processes across departments.<br>• Provide insights and recommendations to improve overall financial performance.
<p>Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance.</p><p><br></p><p>Responsibilities:</p><p>• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.</p><p>• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.</p><p>• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.</p><p>• Provide support for pricing strategies, including broker commission reporting and margin analysis.</p><p>• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.</p><p>• Derive actionable insights from internal and external data to inform trade and promotional planning.</p><p>• Manage promotional accruals and maintain accurate customer and product hierarchies.</p><p>• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.</p><p>• Conduct data mining and analysis to uncover opportunities for improving financial performance.</p>
<p>We are seeking an experienced Sr. R/E Transactions Analyst to join our real estate client's team in the Horsham Area, Pennsylvania. In this role, you will be involved in the Real Estate & Property industry, managing multiple transactions and assisting with the due diligence process. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee a considerable volume of transactions related to real estate.</p><p>• Collect, review, and systematize due diligence materials for both internal and external transactions.</p><p>• Work closely with the Investment and Capital Markets Teams throughout the transaction lifecycle.</p><p>• Collaborate with different internal divisions to evaluate and address operational risks.</p><p>• Promptly communicate any identified risks or issues to the deal team members.</p><p>• Suggest and convey solutions to mitigate risks discovered during the due diligence stage.</p><p>• Continuously strive to enhance understanding of processes in order to become an expert in the field.</p><p>• Coordinate with external vendors to secure necessary inspections, including surveys, PCA’s, Environmental assessments, and more.</p><p>• Undertake special tasks as required to support transaction processes.</p><p>• Utilize skills in Budget Processes, Capital Management, Commercial Real Estate Investment, Real Estate Finance, Real Estate Investments, Real Estate Transaction, and Yardi software.</p>
