37 results for Associate Investment Operations in Minneapolis, MN

Investment Operations Analyst Investment Operations AnalystAre 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 Investment Operations Analyst to join their team and make an impact in structured security products.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.Key Responsibilities<ul><li>Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving trade breaks or fails.</li><li>Provide trade confirmation for structured security product trades and associated derivatives.</li><li>Conduct cash reconciliation, 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 weekly and monthly reconciliations 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>Qualifications<ul><li>0–3 years of experience in financial operations or a related role within financial services or a trading firm.</li><li>Bachelor’s degree in Finance, Accounting, or a related field.</li><li>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</li><li>Prior experience with structured securities products 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>Why Apply?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.Take the next step in your career journey! Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click apply now to express your interest today!

Associate Director of Tax We are searching for an Associate Director of Tax to be a part of our clients growing firm located in Twin Cities area. This role will be pivotal in our Finance department, supporting the Managing Director of Tax. The Associate Director of Tax will be actively involved in various tax-related activities, such as transaction due diligence, structuring, compliance, reporting, and liaising with different stakeholders. Responsibilities:• Oversee and manage tax compliance processes at all levels - federal, state, and international - across all funds.• Develop and implement tax models for new investments, focusing on rate reduction through structuring, leveraging, and maximizing the use of tax attributes.• Collaborate with the Legal team to review and negotiate various investment-related documents.• Assist in the preparation of investment memos for new investments in private portfolios.• Ensure the communication of relevant tax developments to the Investment team and the Managing Director of Tax.• Play an active role in tax planning and forecasting of taxable income positions.• Document internal tax positions, materiality thresholds, and other transactions for annual tax filings.• Assist in the defense of all tax positions taken on tax returns, including establishing strategic positions on all tax audits.• Communicate regularly on estimated taxable income, providing timely annual tax reporting information and updates on relevant tax developments impacting investment entities.• Coordinate with internal and external stakeholders, ensuring effective communication of complex tax concepts in a simplified manner. If you're a dedicated professional who's eager to contribute and grow in a fast-paced environment, please get in touch with Douglas Rickart at 612-249-0330 or connect with him on LinkedIn.Click on the application link to apply for this exciting role. We look forward to hearing from you!

Investment Trading Analyst 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. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<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>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.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.

Senior Director of Finance & Revenue Cycle Management Position Summary:We are seeking a Senior Director of Finance & Revenue Cycle Management to lead financial planning & analysis (FP& A) and oversee all aspects of revenue operations.In this senior leadership position, you will work across departments to deliver actionable insights, improve revenue processes, and support strategic initiatives of the organization. Reporting to the Chief Financial Officer (CFO), this role will partner closely with finance and executive leadership teams.Location: This is a hybrid role based in the East Metro of the Twin CitiesKey Responsibilities:<ul><li>Deliver strategic financial insights related to revenue optimization, pricing strategies, and market opportunities.</li><li>Serve as a trusted advisor to various operational and administrative departments, supporting data-driven decision-making.</li><li>Lead the development of annual financial plans and manage recurring revenue forecasting.</li><li>Provide accurate revenue projections informed by historical data, trends, and current initiatives.</li><li>Align financial forecasts with broader organizational goals in collaboration with executive teams.</li><li>Oversee and refine revenue models to ensure they are compliant with accounting standards (e.g., ASC 606).</li><li>Partner with accounting to support appropriate revenue recognition and regulatory compliance.</li><li>Prepare regular reports on financial performance, emphasizing key metrics and growth opportunities.</li><li>Analyze revenue-related KPIs to drive operational and technology improvements.</li><li>Manage third-party contracts and deliver analytical support for both strategy and daily operations.</li><li>Ensure compliance with applicable financial regulations and dispute resolution processes.</li><li>Drive improvements in systems used for tracking, reporting, and analyzing revenue performance.</li><li>Lead and develop a high-performing team in revenue cycle management and financial analysis.</li><li>Promote a collaborative and results-focused team culture while supporting process innovation.</li><li>Adapt to changing priorities and contribute flexibly as organizational needs evolve.</li></ul>What You’ll Bring:<ul><li>Bachelor’s degree in finance, accounting, business, or a related field.</li><li>10+ years of progressive experience in finance, accounting, or revenue operations, including 4+ years in leadership roles.</li><li>Deep knowledge of GAAP revenue recognition (ASC 606) and financial modeling techniques.</li><li>Strong analytical and problem-solving abilities, with a talent for simplifying complex data into actionable strategies.</li><li>Proficiency with Excel, PowerPoint, and financial analysis tools.</li><li>Demonstrated success in managing cross-functional teams and leading collaborative initiatives.</li></ul>

Sr. Financial Analyst We are recruiting a Sr. Financial Analyst to become part of our manufacturing team based in BAYPORT, Minnesota, United States. The Sr. Financial Analyst will play a critical role in supporting the financial planning, investment analysis, and process improvements of our Information Technology function. This role is an excellent opportunity to apply your financial expertise to optimize our technology investments and ensure they align with our overall financial objectives. Responsibilities: • Lead the financial planning and analysis for our IT department, aligning them with our corporate objectives. • Collaborate with the IT and finance teams to improve financial processes, enhancing accuracy and reducing cycle times. • Develop and monitor key performance indicators to assess the financial performance of IT initiatives and projects. • Prepare and present detailed financial reports to senior management, providing insights and recommendations based on data analysis. • Work closely with the business to perform financial analyses of proposed IT tools and technology stack investments, evaluating their potential return on investment and strategic fit. • Identify and implement strategies to optimize costs within IT operations without compromising service quality. • Process customer credit applications accurately and efficiently. • Maintain accurate customer credit records. • Monitor customer accounts and take appropriate action based on the account status. • Utilize various tools and techniques such as Business systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, and Capital Management to perform your duties effectively.

Treasury Analyst Robert Half is working with our client to help identify a Treasury Analyst for their team.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.What You'll Do:<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>

Senior Finance Manager Robert Half is currently partnering with a Chanhassen based client to identify a Senior Finance Manager for their team. This leadership role, reporting to the CEO, is responsible for overseeing financial operations and budget management for a client seeking property management or construction industry experience. The position develops and implements fiscal policies, ensures regulatory compliance, and provides strategic financial guidance to leadership. KEY RESPONSIBILITIES: <ul><li> Develop and maintain financial systems and policies that comply with federal, state, and company standards.</li><li> Oversee financial operations including payroll, accounts payable/receivable, inventory, and tenant accounting.</li><li> Ensure timely and accurate financial reporting, including monthly closings and audit compliance. </li><li> Prepare and manage budgets for housing and other public programs; maintain compliance with funder requirements.</li><li> Serve as liaison with funding agencies and external partners on financial matters.</li><li> Manage internal controls, coordinate audits, and resolve any audit findings.</li><li> Oversee procurement, insurance, and risk management functions. </li><li> Lead planning and implementation of finance-related IT systems and ensure daily operational continuity. </li><li> Participate in board meetings and advise on financial, audit, and insurance matters.</li><li> Provide guidance on tax issues and employee benefit financial reporting.</li><li> Recruit, train, and evaluate finance department staff.</li></ul>

Treasury Manager Robert Half is partnering with a valued client to identify an experienced and proactive Treasury Manager to oversee and execute day-to-day treasury operations. Reporting to a Senior Finance Director, this role plays a critical part in managing cash flow, optimizing liquidity, and maintaining strong banking relationships while ensuring compliance with internal controls and regulatory standards. Key Responsibilities: Manage daily cash positioning and forecasting activities.Review, approve, and process electronic disbursements; resolve transactional issues as they arise.Support issuance of financial instruments such as standby and export letters of credit, and performance bonds.Lead the treasury aspects of the monthly close process, ensuring accurate general ledger entries.Collaborate with internal teams to provide audit, accounting, and reporting support during quarter-end and for ad hoc needs.Maintain and administer the company’s banking infrastructure, including account management and service oversight.Analyze and recommend banking services, products, and fee structures to improve cost-efficiency.Work with FP& A to develop cash flow forecasts and optimize working capital strategies.Identify and implement process improvements to enhance treasury operations.Assist with preparing materials for stakeholders such as investors and rating agencies.Support internal and external audits, as well as compliance with SOX reporting requirements.

Accounting Manager/Supervisor We are looking for an experienced Accounting Manager/Supervisor to lead and oversee essential accounting functions for our operations in Roseville, Minnesota. In this role, you will manage financial processes, ensure compliance with regulations, and support strategic decision-making through detailed financial analysis. This is an excellent opportunity to contribute to a dynamic team in a logistics-focused environment. Responsibilities: • Supervise daily accounting operations, including accounts payable, accounts receivable, credit management, collections, and payroll processing. • Lead the monthly closing process, ensuring the preparation of accurate financial statements such as balance sheets, profit and loss statements, and cash flow reports. • Develop and enforce internal controls to maintain compliance with industry-specific standards and organizational policies. • Analyze financial data to identify trends, optimize costs, and propose process improvements for enhanced efficiency. • Collaborate with the Controller to manage banking relationships, vendor contracts, and cash flow projections. • Assist in creating and monitoring budgets and financial forecasts, aligning them with operational goals and logistics priorities. • Evaluate operational metrics such as route profitability, fuel costs, and labor expenses to support strategic decision-making. • Oversee payroll administration, including driver compensation, bonuses, mileage reimbursements, and tax filings. • Coordinate external audits and tax filings, ensuring compliance with federal and state regulations. • Manage insurance renewals and claims related to fleet incidents and workplace injuries, acting as a liaison with insurance brokers.

Director of FP&A Our client is working with us to identify an experienced Director of Financial Planning & Analysis. This highly visible role will oversee financial forecasting, budgeting, and analytics across several business units. This role partners closely with senior leadership to provide strategic financial insights, guide decision-making, and support the achievement of organizational objectives. The ideal candidate will take ownership of financial reporting, integrated business planning, and the development of advanced business intelligence tools. Responsibilities:• Manage and coordinate financial planning and analysis activities across multiple functions, regions, and business areas.• Oversee the monthly consolidation, analysis, and reporting of financial performance for the Americas.• Prepare and deliver monthly financial presentations to senior management and executive leadership.• Lead the development and execution of monthly financial forecasts for the Americas region.• Serve as the finance representative in the Integrated Business Planning process.• Drive the annual planning and budgeting processes, ensuring alignment with organizational goals.• Evaluate investment opportunities by preparing return on investment analyses and presentations for senior leaders.• Supervise cost of goods sold and inventory analysis, ensuring accurate valuation.• Calculate and analyze product liability provisions to support financial accuracy.• Enhance financial planning and analysis capabilities through the use of advanced data analytics and business intelligence tools.

VP of Finance We are offering an opportunity for a VP/Director of Finance in Arden Hills, Minnesota. The individual will be responsible for overseeing the finance, accounting, budgeting, and financial reporting aspects of the organization. The role involves engagement with multiple departments, ensuring the organization's goals are met and new initiatives are properly funded. Responsibilities: • Plan and implement systems that fulfill the department's mission and goals efficiently and effectively. • Provide leadership and day to day management of finance, accounting, tax, audit, business technology, risk management, purchasing, budgeting, financial reporting, and analysis, investment analysis, and management. • Assure monthly financial statements provide an accurate picture of current financial conditions of the Organization consistent with generally accepted accounting practices (GAAP), nonprofit law, and organizational policy. • Conduct internal audits to assure compliance and maintain business and financial records in accordance with financial accounting and reporting systems, controls, accountabilities, legal, tax, and audit parameters. • Conduct financial and business analyses of potential new ventures and develop funding models and implementation plans. • Manage all financial activities including cash flow management, investment management, analysis of capital projects, asset sales, and the safeguarding of all assets. • Oversee the development of the annual operating budget, including all department and subsidiary budgets. • Lead the decision-making process for real estate and major lease and buy activities. • Communicate regularly with the audit/finance committee and the board of directors. • Drive employee engagement and organizational performance by improving employee line of sight to strategic goals. • Establish and implement finance and business technology efforts that effectively communicate and support organizational mission, goals, and strategic vision. • Establish and maintain constructive and effective relationships with audit.

Accounts Receivable and Accounts Payable Manager <ul><li>Provide leadership and management for the accounts receivable and payable team by offering guidance, training, and ongoing support, while promoting a collaborative and efficient work environment.</li><li>Facilitate the integration of accounts receivable and payable procedures for newly acquired companies to ensure consistency, compliance, and seamless onboarding processes.</li><li>Ensure the accurate and timely processing of customer payments and refunds.</li><li>Supervise the accounts receivable and payable shared email inboxes to guarantee prompt and efficient responses.</li><li>Analyze accounts receivable aging reports, identifying trends and proposing actionable solutions to leadership for optimizing cash flow and minimizing overdue payments.</li><li>Coordinate with third-party collection agencies to improve resolution of outstanding balances.</li><li>Handle customer bankruptcies, pre-liens, and modifications to payment terms effectively and in compliance with company policies.</li><li>Collaborate with branch leadership to develop and deliver training on best practices in accounts receivable and payable processes.</li><li>Strengthen internal controls and support compliance efforts, including audits related to accounts receivable and payable operations.</li></ul>

Financial Planning & Analysis Manager We are offering an exciting opportunity for a Financial Planning & Analysis Manager in Eagan, Minnesota. In this role, you will play a critical part in shaping the strategic direction and financial health of our organization. You will be responsible for leading financial planning, analysis, and strategy formation to support our growth objectives and operational efficiency. This role will involve working closely with the executive team to drive business decisions, optimize financial performance, and ensure sustainable growth. Responsibilities: • Lead both long-term and short-term financial planning, which includes budgeting, forecasting, and allocating investment capital, to optimize resource distribution. • Conduct strategic analysis and support business development efforts through detailed market and opportunity analysis, financial projections, and strategic analysis. • Monitor and report on changes in the market, including macroeconomics and peer/competitor trends, to enable proactive decision-making. • Develop a high-performing FP& A functionality, serving as a trusted advisor to the executive team and attracting and developing talent for the organization. • Support due diligence, financial analysis, and strategic analysis of partnerships and opportunities, including business development, joint ventures, financial projections, and go-to-market support. • Lead financial modeling and planning analysis, including monitoring forecasts, conducting analysis, and developing a 5-year financial model. • Support the annual budgeting process across the organization through financial modeling and FP& A support. • Develop and support financial and management reporting, which includes enterprise-wide dashboards and key operating result reporting. • Provide strategic, insightful analysis of industry financial results and competitive positioning.

Financial Planning & Analysis Manager We are looking for a dynamic Financial Planning & Analysis Manager to join our team in Bloomington, Minnesota. In this role, you will lead corporate financial planning and analysis initiatives while partnering with senior leaders to execute strategic objectives. This position offers the opportunity to make a significant impact by driving financial performance and providing valuable insights that support organizational growth. Responsibilities: • Oversee the budgeting process by setting targets in collaboration with the executive team and partnering with business leaders to create actionable plans. • Manage the forecasting process, including monitoring performance against targets, updating projections, and addressing risks and opportunities. • Develop and distribute comprehensive management reports and dashboards, while streamlining and automating reporting systems. • Conduct scenario analysis to model business outcomes and prepare contingency plans for changing market conditions. • Maintain accurate financial records and ensure data integrity throughout budget and reforecast cycles. • Continuously refine the corporate financial model to reflect evolving business strategies, operational environments, and market dynamics. • Partner with the Sr. Director of FP& A to support leadership teams in achieving financial objectives through operational target tracking and business case development. • Collaborate with key stakeholders to thoroughly understand business strategies, risks, and operational controls. • Analyze revenue, cost drivers, and cash flow trends to ensure spending aligns with strategic goals and develop corrective action plans as needed. • Enhance financial performance management processes and oversee the delivery of accurate monthly results, forecasts, and budget reports.

Director/Manager Financial Reporting Robert Half is seeking a Global Consolidations an Financial Reporting Manager for the northern suburbs. This individual will be responsible for international operations and foreign consolidations. This is 75% of the role with 25% domestic. Ideal candidate will have public and industry with over 7+ years of experience. CPA/MBA preferred. Preferred NetSuite or MS Dynamics experience. Participate and partner with the VP of Finance on key business initiatives such as working capital improvement and indirect spend analysis and cost reductions. Partner with the VP of Finance and Financial Accounting team to manage the external audit and ensure a clean and timely year-end audit with no material adjustments. This is a hybrid model. Salary up to $170k with bonus. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.

Cost Accounting Manager Robert Half is seeking a Principal Cost Accountant for our client in the NW metro. This is a hybrid model and offers great growth opportunity with a very large organization. Manufacturing and operations experience is ideal with 6+ years of experience. Salary up to $125K plus bonus potential. If you are interested, please reach out to Rick Harrison on LinkedIn or call Rick at 612.888.9862.

Sr. Financial Awards Analyst 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. Responsibilities:• Oversee the financial management of various funding awards, ensuring compliance with federal and state regulations.• Develop and manage complex budgets for various awards, including reviewing initial proposals and making ongoing revisions.• Conduct monthly, quarterly, and annual reconciliations of fund expenditures, identifying variances and making necessary adjustments.• Provide technical assistance and support to program teams on budget preparation, financial reporting, and award management.• Monitor spending to ensure funds are allocated and used according to award terms, identifying and resolving discrepancies.• Assist in forecast and budget management for all federal, state, and other awards.• Use automated financial management systems and software programs to create documents, reports, and spreadsheets.• Prepare and submit regular reimbursement requests to various agencies, ensuring timeliness and accuracy.• Coordinate billing and payments with funders, ensuring compliance with each agency’s requirements and deadlines.• Maintain thorough documentation for all financial transactions and communications with funders.• Lead and/or conduct special analytical studies in support of a wide variety of organizational and management needs.

Billing Supervisor/Manager We are looking for an experienced Billing Supervisor/Manager to lead and oversee the Accounts Receivable (AR) Billing team in Saint Paul, Minnesota. This role is critical in ensuring that billing operations are timely, accurate, and aligned with company policies, contractual obligations, and industry standards. The ideal candidate will possess strong leadership skills, expertise in billing processes, and a commitment to delivering exceptional customer service. Responsibilities: • Provide strategic leadership to the billing team, promoting best practices and ensuring accurate and timely invoicing. • Oversee daily billing operations, including task assignment, data monitoring, and compliance with company policies. • Collaborate with project managers to prepare, review, and adjust pre-bill documents, ensuring alignment with contract terms. • Manage and resolve complex customer billing issues, acting as a point of escalation for both internal and external stakeholders. • Conduct thorough audits of billing processes to verify compliance with accounting standards and contractual guidelines. • Work closely with corporate accounting to obtain necessary documentation, such as insurance or fringe details, to support billing activities. • Lead initiatives to streamline billing procedures and enhance accuracy, minimizing operational inefficiencies. • Supervise, mentor, and develop a team of billing specialists, fostering a culture of growth and collaboration. • Assist with contract preparation, change orders, and pre-qualifications to support accurate billing. • Participate in cross-functional projects focused on process improvement and organizational efficiency.

Accounts Payable Supervisor/Manager We are looking for an experienced Accounts Payable Supervisor/Manager to join our dynamic team in Saint Paul, Minnesota. This role is integral to our financial operations, focusing on managing the full-cycle accounts payable process, vendor relationships, and compliance. The ideal candidate will bring expertise, attention to detail, and a proactive mindset to support the organization's growth and ensure smooth financial processes. Responsibilities: • Oversee the complete accounts payable cycle, including invoice coding, entry, and approval for both job costs and overhead expenses. • Reconcile vendor statements, investigate discrepancies, and resolve claims promptly. • Manage corporate credit card and employee expense platforms, ensuring proper documentation, approvals, and timely reimbursements. • Prepare and file 1099 forms while maintaining compliance with regulations. • Support monthly ledger closing processes and reconcile accounts payable and related general ledger accounts. • Collaborate with vendors to address inquiries, billing issues, and administrative requests efficiently. • Partner with the Controller to manage timely disbursements to vendors and optimize cash flow. • Assist with external audit processes by providing necessary documentation and ensuring readiness. • Identify and implement process improvements to enhance efficiency within the accounting function. • Document standard operating procedures and cross-train with other finance team members as needed.

Tax Manager We are seeking a Tax Manager to join our team in the Investment Management industry. In this role, you will be involved in the preparation and reviewing of various tax returns, collaborating with other team members on tax planning strategies, and ensuring the quality of our tax deliverables. Responsibilities: • Manage the preparation and review of client individual income, trust, gift, and entity tax returns in a timely and accurate manner• Collaborate with the tax and planning teams to develop and implement strategic tax planning for all necessary federal and state taxes• Prepare and review quarterly and yearly tax projections• Conduct tax research and keep track of legislative and regulatory changes, summarizing and communicating these changes as necessary• Present complex tax strategies and issues to clients and support the presentation of these strategies to their account managers• Maintain effective control procedures over all aspects of the tax process• Identify and implement opportunities for process improvement in company tax procedures• Manage and facilitate IRS and state income tax audits, including preparing responses and creating schedules.

Accounts Payable Robert Half in Minneapolis is seeking an Accounts Payable Specialist! The Accounts Payable Specialist will be expected to handle high volume matching, batching and coding invoices. Other responsibilities include processing expense reports, updating and reconciling sub-ledger to the general ledger and processing checks. Major responsibilities - Complete full-cycle A/P - Carry out daily processes and controls accurately and on time, and ensure compliance with company policies - Provide support to internal business partners - Provide administrative assistance to the AP/Finance Department - Execute additional tasks as needed - Assist with internal and external audits as needed - Open, organize, and distribute department mail daily - Maintain proper storage of invoices, checks, and other documents by organizing, logging, scanning, and filing them - Validate, record and send checks, including expediting special handling

Commercial Lending Relationship Manager We are offering an opportunity for a Commercial Lending Relationship Manager to join our clients commercial banking team in the Twin Cities. This role is critical in establishing new banking relationships with various entities including corporations, partnerships, and not-for-profit organizations. You will be expected to have comprehensive knowledge of all commercial products and services. This role also involves a significant amount of time spent out of the office, visiting existing clients and developing new business. This position will offer you an existing portfolio of commercial banking clients to kick off your career with the bank. If you are interested in joining this well established locally owned commercial bank please reach out to Douglas Rickart on LinkedIn or call Doug at 612-249-0330. REF 02310-0013079042 Responsibilities:• Develop and maintain relationships with corporations, partnerships, and individuals conducting business• Financial Statement Analysis• Facilitate the personal interaction of the Commercial Banker with the customer/prospect to match the product and service with the customer's identified needs• Maintain a thorough understanding of the business/industry of the customer• Evaluate the amount of risk involved in entering into a relationship with customers• Ensure all loans are administered within legal and regulatory requirements• Actively participate in community organizations that meet our community social responsibility requirements• Monitor customer accounts and take appropriate action when necessary• Resolve customer inquiries efficiently and effectively• Maintain accurate customer credit records.

Treasury Manager We are on the hunt for a Treasury Manager for out client in the financial services industry, situated in Minneapolis, Minnesota. As a Treasury Manager, your main focus will be to oversee the structuring and execution of funding facilities, manage warehouse and bank facilities, perform collateral analysis, and handle capital structure analysis. You will also contribute to liquidity management and planning, and financial risk management. Responsibilities: • Handling the optimization of corporate capital structure which includes senior warehouse facilities, and subordinated debt. • Assisting with the enhancement of monthly reporting processes and models for the benefit of internal stakeholders, auditors, and creditors. • Managing the requirements for collateral reporting and maintaining covenant compliance for external stakeholders. • Facilitating communication with rating agencies and investors. • Assisting with the creation of a framework to optimize collateral pools across warehouse and credit facilities. • Managing liquidity and cash forecasting processes and models. • Collaborating with both internal and external parties for due diligence and requests related to financing activities. • Developing and maintaining reports across business intelligence platforms. • Participating in both recurring and ad-hoc business performance analyses. • Developing and measuring Key Performance Indicators (KPIs). • Analyzing various financing options to determine the optimal funding strategy. • Understanding and negotiating legal agreements and documentation related to transactions.

Director of Accounting We are seeking a seasoned financial leader with a strong background in accounting. The ideal candidate will possess 7+ years of progressive experience, including leadership roles, and demonstrate deep expertise in financial close processes, regulatory compliance, and internal controls. Experience in healthcare, insurance, or durable medical equipment (DME) sectors is highly valued. This Director position is onsite 5 days/week in St. Paul and pays $140,000-$180,000 plus bonus. Benefits include but are not limited to medical, dental, 401k (5% match). Key Qualifications<ul><li>Bachelor’s degree in Accounting, Finance, or a related field</li><li>Active CPA is required</li><li>Minimum of 7 years of progressive experience in accounting and financial reporting, with significant leadership responsibilities</li><li>Industry experience in healthcare, insurance, or related regulated environments is ideal but not required</li><li>Prior public accounting experience, with an audit focus, is required</li><li>Deep understanding of GAAP and emerging accounting standards</li></ul>Core Responsibilities<ul><li>Lead the monthly and annual financial close cycles</li><li>Oversee preparation of journal entries, account reconciliations, and financial statements</li><li>Establish and maintain best practices for accounting close and reporting procedures</li><li>Provide oversight across accounting, financial reporting, internal controls, audit, tax, billing, and treasury functions</li><li>Manage cash flow, credit, banking relationships, and treasury reporting</li><li>Drive development and enhancement of financial systems, controls, policies, and procedures</li><li>Collaborate with auditors during annual audits and ensure compliance with all financial and regulatory standards</li><li>Stay informed on industry-specific products and services</li><li>Ensure data privacy and compliance with HIPAA, PII, ePHI, and other confidentiality standards</li></ul>Leadership & Management<ul><li>Recruit, train, and mentor a high-performing finance team</li><li>Set departmental goals aligned with broader organizational objectives</li><li>Conduct regular performance evaluations and support professional development</li><li>Promote a culture of accountability, compliance, and continuous improvement</li></ul>Skills & Competencies<ul><li>Strategic thinking and sound decision-making abilities</li><li>Strong analytical, organizational, and problem-solving skills</li><li>Experience with ERP systems (Oracle NetSuite a plus)</li><li>Effective communicator, both verbally and in writing</li><li>Ability to lead through change and improve processes</li><li>Proficiency in Microsoft Office Suite and adaptability to new technologies</li></ul>

Internal Audit Manager/Director We are offering an exciting opportunity for an Internal Audit Director in the West Metro. The role involves leading financial statement scoping, project managing ICFR and SOC testing, championing the ICFR culture, managing and developing a team of audit professionals, evaluating and documenting ICFR and SOC deficiency conclusions, and overseeing regulatory examination requests. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.

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