127 Financial Records jobs in the United States
Bookkeeper Office Clerk
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Job Description
Benefits:
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Training & development
Bookkeeper / Office Clerk
South Jersey Heating and Cooling is calling all of you hardworking accountants who are interested in a full-time Full Charge Bookkeeper / Office Supervisor job in the Forked River, NJ area to apply and join our amazing office team! Are you ready to work? Are you good with numbers? Do you want to work with an established HVAC company that takes care of their employees? If so, please continue reading!
WHY YOU SHOULD JOIN OUR TEAM
We are an established company in an Commercial HVAC industry that invests in our team and offers real opportunities for career growth. We pay this full-time Bookkeeper / Office Clerk position with a competitive salary of $45k to $80k a year depending on experience. Our team also enjoys great benefits, including paid time off, vacation, dental, health, vision, cancer care, retirement plan, company vehicles, company family values, and many advancement opportunities from within. We also make it easy to apply with our initial quick and easy mobile-optimized application. If we have your attention, please continue reading!
ABOUT SOUTH JERSEY HEATING AND COOLING
Since 1996, South Jersey Heating and Cooling has been providing quality heating and air conditioning services to industrial and commercial property and business owners throughout Southern NJ. Over the years, we've developed a strong reputation by consistently providing our clients with superior workmanship and professional customer service. All of our work is guaranteed, and we stand by the quality of our workmanship on each and every job.
On our team, you will enjoy a fun, family-oriented work environment where your effort is recognized and greatly appreciated. We value each employee and strive to excel as a team. We offer opportunities to grow professionally, personally, and financially. We also offer a very competitive salary, an impressive bonus schedule, incentive plans, and many other family-oriented benefits.
ARE YOU A GOOD FIT?
We are looking for someone who has excellent communication and interpersonal skills and can solve issues. Ask yourself: Are you good with numbers? Are you organized and detail-oriented? Do you have an eye for accuracy? Can you manage your time well and prioritize multiple tasks effectively? Are you a caring and empathetic professional? If so, please consider applying for this Supervisory position with us today!
WHAT WE NEED FROM YOU
As a full-time Full Charge Bookkeeper / Office Supervisor for us, you use your skills and provide superb work in all our accounting. Primarily, you participate in various aspects of bookkeeping and accounting for our Mechanical Organization. This includes accounts receivable (AR), accounts payable (AP), payroll, invoicing, and financial reporting. You also remit payroll, sales, use, and income taxes and account for fixed assets. And as needed, you collect information for the annual audit. You have a positive, friendly disposition that comes through in all your interactions. You feel great about how you contribute to the overall success of our company. If you can do those things and meet the following requirements, we would be happy to have you as part of our family orientated organization!
Bookkeeping experience
Understanding of generally accepted accounting principles (GAAP)
Proficiency with bookkeeping and accounting software
Quick Books Certification Preferred
College Course Studies in Business, Accounting Preferred
Apply today and become our full-time Bookkeeper / Office Clerk!
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Financial Records Manager
Posted 12 days ago
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Job Description
1 day ago Be among the first 25 applicants
This range is provided by CTR Aero. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$70,000.00/yr - $5,000.00/yr
Direct message the job poster from CTR Aero
We are seeking a detail-oriented and organized Bookkeeper to join our team. The ideal candidate will possess a strong understanding of accounting principles and financial concepts, with the ability to manage accounts receivable and accounts payable and maintain accurate financial records. This role is essential for ensuring the financial health of our organization through meticulous bookkeeping practices.
Duties
Maintain accurate records of all financial transactions, including accounts receivable and accounts payable.
Prepare and process invoices, ensuring timely collection of payments.
Perform account reconciliation to ensure accuracy and completeness of financial data.
Utilize Quickbooks to manage bookkeeping tasks efficiently.
Generate weekly financial reports to provide insights into the organizations financial status.
Apply double-entry bookkeeping methods to maintain accurate ledgers.
Assist with technical accounting tasks and provide support for public accounting needs as required.
Collaborate with other departments to ensure seamless financial operations.
Experience
Proven experience in bookkeeping or accounting roles
Strong knowledge of financial concepts and principles.
Familiarity with double-entry bookkeeping systems is essential.
Experience with financial report writing and account reconciliation processes.
Proficiency in using Quickbooks and Excel is a firm requirement
Excellent attention to detail and organizational skills are required.
Ability to work independently while managing multiple tasks effectively.
If you are passionate about maintaining accurate financial records and contributing to the success of our organization, we encourage you to apply for this exciting opportunity.
Job Type: Full-time
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday - Friday
ResponsibilitiesOverview
We are seeking a detail-oriented and organized Bookkeeper to join our team. The ideal candidate will possess a strong understanding of accounting principles and financial concepts, with the ability to manage accounts receivable and accounts payable and maintain accurate financial records. This role is essential for ensuring the financial health of our organization through meticulous bookkeeping practices.
Duties
Maintain accurate records of all financial transactions, including accounts receivable and accounts payable.
Prepare and process invoices, ensuring timely collection of payments.
Perform account reconciliation to ensure accuracy and completeness of financial data.
Utilize Quickbooks to manage bookkeeping tasks efficiently.
Generate weekly financial reports to provide insights into the organizations financial status.
Apply double-entry bookkeeping methods to maintain accurate ledgers.
Assist with technical accounting tasks and provide support for public accounting needs as required.
Collaborate with other departments to ensure seamless financial operations.
Experience
Proven experience in bookkeeping or accounting roles
Strong knowledge of financial concepts and principles.
Familiarity with double-entry bookkeeping systems is essential.
Experience with financial report writing and account reconciliation processes.
Proficiency in using Quickbooks and Excel is a firm requirement
Excellent attention to detail and organizational skills are required.
Ability to work independently while managing multiple tasks effectively.
If you are passionate about maintaining accurate financial records and contributing to the success of our organization, we encourage you to apply for this exciting opportunity.
Job Type: Full-time
Benefits:
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday - Friday
ResponsibilitiesRecord Financial Transactions: Enter daily transactions (e.g., sales, purchases, payments) into accounting software (e.g., QuickBooks, SAP) to maintain accurate ledgers.
Process Accounts Payable/Receivable: Issue invoices to customers, track incoming payments, and pay vendor bills on time to manage cash flow.
Reconcile Bank Accounts: Compare bank statements with internal records daily or weekly to identify and resolve discrepancies.
Manage Payroll: Process employee payroll, including calculating wages, deductions, and taxes, and ensure timely payments via payroll software.
Track Inventory Costs: Record costs related to raw materials, production, and finished goods to support accurate cost accounting.
Prepare Financial Reports: Generate daily or weekly reports (e.g., cash flow, profit/loss summaries) for management to monitor financial health.
Monitor Budget Compliance: Track departmental spending against budgets and flag variances for review by management.
Maintain Compliance: Ensure financial records align with GAAP, tax regulations, and manufacturing-specific requirements (e.g., cost allocation for production).
Process Expense Reimbursements: Verify and reimburse employee expense reports, ensuring adherence to company policies.
Assist with Audits: Organize and provide financial records for internal or external audits, ensuring accuracy and accessibility.
Update Financial Systems: Input data for purchase orders, sales orders, or production costs into ERP systems (e.g., NetSuite, Oracle) to support manufacturing operations.
Communicate with Vendors: Resolve billing disputes or payment inquiries to maintain strong supplier relationships.
Track Fixed Assets: Record depreciation and maintenance costs for manufacturing equipment and facilities.
File Tax Documents: Prepare and submit sales tax, payroll tax, or other required filings in coordination with accountants.
Support Month-End Close: Reconcile accounts, review trial balances, and prepare journal entries to close books accurately.
Notes:
Software Proficiency: Tasks require strong undertsanding of familiarity with tools like QuickBooks, Excel, and ERP systems common in manufacturing.
Collaboration: The role may involve working with production managers to align financial data with manufacturing output.
Frequency: Some tasks (e.g., reconciliations, reports) may be daily, weekly, or monthly
QualificationsWork Experience
3-5 Years of Bookkeeping/Accounting Experience: Proven track record in bookkeeping or financial record management, preferably in manufacturing or a related industry.
Accounts Payable/Receivable Expertise: Hands-on experience processing invoices, payments, and collections, ensuring timely cash flow management.
Payroll Processing: Familiarity with managing payroll for 50-200 employees, including tax deductions and compliance with labor laws.
Inventory and Cost Accounting: Experience tracking production costs, raw materials, and finished goods to support manufacturing operations.
Financial Software Proficiency: Strong working knowledge of accounting software (e.g., QuickBooks, Xero, SAP) and ERP systems.
Audit Support: Experience preparing records for internal or external audits, ensuring compliance with GAAP and tax regulations.
Education
Associates or Bachelors Degree: Degree in accounting, finance, business administration, or a related field preferred.
Certifications (Optional): Certified Bookkeeper (CB) or QuickBooks Certified User credentials are a plus but not required.
Continuing Education: Evidence of ongoing training in accounting software, tax regulations, or manufacturing-specific financial practices.
Other Characteristics
Attention to Detail: Exceptional accuracy in recording transactions and reconciling accounts to maintain error-free financial records.
Organizational Skills: Ability to manage multiple tasks (e.g., daily entries, payroll, month-end close) in a fast-paced manufacturing environment.
Analytical Mindset: Capability to identify discrepancies, analyze cost variances, and provide actionable insights to management.
Communication Skills: Clear and professional communication with vendors, colleagues, and management to resolve issues and report financial data.
Tech-Savvy: Comfort with adopting new financial tools and ERP systems to streamline processes in a manufacturing setting.
Integrity and Confidentiality: Trustworthy handling of sensitive financial data and adherence to ethical standards.
Adaptability: Ability to navigate changing priorities, such as urgent vendor payments or audit deadlines, in a dynamic mid-size company.
Seniority level- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Information Technology
- Industries Aviation and Aerospace Component Manufacturing
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#J-18808-LjbffrFinancial Records Clerk - MGM Springfield
Posted 7 days ago
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Job Description
Have you ever wondered what it would be like to work in a place full of excitement, diversity, and entertainment? Are you enthusiastic about being a team player in one of the most fascinating industries in the world? At MGM Resorts, we seek individuals like YOU to create unique and show-stopping experiences for our guests.
The job: Join the Financial Department at MGM Springfield as a Financial Records Clerk, where you will play a key role in supporting daily operations through a variety of administrative and clerical tasks. Your responsibilities will include distributing incoming, outgoing, and interdepartmental mail, compiling standard reports, filing, record keeping, copying, and maintaining office supplies, all while ensuring accuracy and efficiency. This position offers an excellent opportunity to contribute to the smooth functioning of our financial team within a dynamic and professional environment. The starting rate: $16.25 per hour The day-to-day:
- Answer multi-line phone system and direct calls to the appropriate staff/department, schedule conference calls and meetings for staff
- Open and sort incoming mail and distribute as appropriate; may drive company vehicle to various locations to deliver mail and packages
- Compile, copy, sort, file, and scan department documents
- Operate office equipment, such as printers and fax
- Perform a variety of administrative tasks
- May prepare purchase orders for all goods and services purchased by the department
The ideal candidate: Has a high school diploma or GED Has 6+ months of prior relevant experience
The perks & benefits: Healthcare, financial and time off benefits Wellness incentive programs to help you stay healthy physically and mentally Access to company hotel, food and beverage, retail, and entertainment discounts as well as discounts with company partners on things like travel, electronics, online shopping, and more. Free meals in our employee dining room Free parking on and off shift Professional and personal development through programs and networking opportunities as well as volunteer opportunities in the community
Financial Data Solutions
Posted 1 day ago
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Job Description
Standard Metrics is an automated financial collaboration platform that helps investors and founders to move faster together and make better, forward-facing decisions. We're a full-time team of product builders, investors, and optimists, rebuilding investor relations from the ground up. Standard Metrics is backed by 8VC and Spark Capital along with other leading software VCs and angels and is currently a trusted resource for many of the top venture capital firms in the world. Come Build With Us As a member of the Data Ops team you will get to work directly with investment data from our venture capital customers and startup partners. You will dive deep into the numbers, make sense of complicated investment data, and interface directly with some of the leading venture firms and startups in the world. This is a role that has lots of growth opportunity and touches many departments, such as product, engineering, customer success, and sales. What You’ll Do Process investment data from venture capital firms Process income statements, balance sheets, and cash flow statements from startups Assist in the successful implementation and onboarding of new customers Process account information and other documents by resolving inconsistencies and reviewing data for errors using standard data workflows Review discrepancies in data received and ensure data accuracy on platform Collaborate with product and engineering on streamlining data workflows and evolving technology What You’ll Bring Experience in financial accounting Major in finance, econ, business, accounting, or data analytics Preliminary understanding of Venture Capital and startup investment structures Intermediate working knowledge of spreadsheets Ability to communicate clearly and meet deadlines Reliable, trustworthy and driven by a hunger to learn Passion for technology, startups, and entrepreneurship For our employees located in the USA, we aim to pay at or above the market rate of US-based tech hubs like San Francisco or NYC. For international roles, we aim to pay top of market for your country. The estimated annual salary for this role is between $75,000-$85,000, plus a competitive equity package. Actual compensation will be determined based on experience and qualifications. Health and dental insurance : We cover you and your family's medical/dental/vision insurance 100% in the USA. Internationally we match local health coverage for you and your family. Flexible vacation : Take time off when you need it! We find most employees take 3-4 weeks in addition to holidays, but there are no firm rules. We trust our employees to know what's best for them. Paid parental leave: 12 weeks of paid leave for all new parents in the USA. Internationally we match parental leave standards in your area. Complete transparency: Everyone has full access to business metrics and financial information about the company. Regular offsites: While we are a remote-first company and build our communication, processes, and structures with a dispersed workforce in mind, we also love getting the team together. On a recurring basis, we fly the whole team out to an exciting destination to plan, bond, and innovate. We encourage you to apply even if your experience doesn't perfectly align with the job description as we seek out diverse and creative perspectives. Team members who love to learn and collaborate in an inclusive environment will thrive with us. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you need additional accommodations to feel comfortable during your interview process, reach out at . Create a Job Alert Interested in building your career at Standard Metrics? Get future opportunities sent straight to your email. Apply for this job indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile * Did you study econ, business, finance, accounting? * Select. Are you proficient in Microsoft Excel? * Select. What excites you about the Data Solutions role? * Are you legally authorized to work in the country where this job is located? * Select. Will you now or in the future require visa sponsorship? * Select. #J-18808-Ljbffr
Financial Data Analyst
Posted today
Job Viewed
Job Description
Benefits:
401(k)
Competitive salary
Dental insurance
Employee discounts
Health insurance
Paid time off
Training & development
Vision insurance
We are looking for a Financial Data Analyst who will work from our office in Northridge, CA. Our aggressive growth plans are contingent upon finding the right person to fill this role who will be a commitment to our vision, and who has a passion for customer service, a desire to influence change, and the necessary business acumen to help drive our reporting efficiencies and visibility to our key stakeholders.
Reporting directly to the CFO, the Financial Data Analyst will be responsible for strategic planning and analysis, budgeting and forecasting, and day to day analytics and reporting. In addition, the person in this position will work hand in hand with our Sales Team, Operation Leaders, and other members of the accounting team in order to provide financial analytics that drive business results in support of the short-term and long-term goals. This position does include some day-to-day reporting and compiling of input into the companys ERP. The right person will find a way to reduce the manual aspects of the current processes by developing data imports etc. to effectively improve process flows and minimize data errors.
Education & Experience:
B.A. in Finance or Accounting plus five years of relevant experience. Proven history in analytics and data analysis.
Essential Functions:
Provide decision support by financial modeling, business case analysis, and financial/management reporting.
Gather, compile, analyze, prepare and summarize data for complex financial projects/subjects such as planning, formulating and conducting financial studies to define performance plans for short and long-range business segment goals.
Evaluate financial implications of specific business decisions/opportunities and advises management accordingly to ensure targeted financial performance achievement.
Exercise judgment to recommend the appropriate course of action and prepare business projections based on sound financial analysis.
Participates in the development of strategic and operational objectives that are aligned to Corporate and Group strategic objectives
Create analysis using existing Business Information systems to drive the financial performance of the business segment
Assist in the monthly closing process in conjunction with the Accounting team
Provides in-depth analysis on variances to plan, forecast, and prior year
Drives group forecasting process through collaboration across the business
Provides risk analysis for contingency planning
Provides insightful and competitive analytics that anticipate change and drive decision making
Apply external perspective and maintain knowledge of the segments competitive environment, market conditions, customers, and profit drivers.
Provide concise and effective communication of financial results in a timely manner
Lead the continuous improvement of systems, tools, and methodologies across the Finance function and throughout the segment.
Work across organizational boundaries and all levels of the company to achieve plant, division, or corporate objectives
Support process of ensuring that there is an effective and efficient system of internal controls including; data integrity, asset protection, segregation of duties, budgeting, financial reporting, information systems, and adherence to corporate policies and governmental regulations.
Solve controls issues at the root cause and create broad organizational learning.
Maintain independence in the view and assessment of the business control environment.
Metrics and KPI calculations and posting
Work with CFO on Capital and other Financial Budgeting
Compilation of monthly financial reports in alignment with the monthly deliverables calendar.
Other responsibilities may be assigned.
Skills and Abilities:
Financial Management
Technical Capacity
Business Acumen
Communication Proficiency
Ethical Conduct
Problem Solving/Analysis
Intellectually Curious
Strategic Thinking
Supervisory Responsibility:
This position has no supervisory responsibilities.
Excellent benefits incl. medical, dental, vision, paid holidays, 401K, supplemental insurance through AFLAC, sick time, and vacation.
Job Type: Salaried, Full-time extended work hours if required to meet deadlines.
Required experience:
Data Analysis: 5 years
Accounting: 2 years
Company is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Financial Data Analyst
Posted 1 day ago
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Job Description
About Us Move money. Make money. Finix is a full-stack acquirer processor, empowering businesses of all sizes with flexible, modern payment solutions. Processing billions of dollars annually, Finix enables SaaS, marketplace, and e-commerce platforms to accept payments, manage payouts, and onboard merchants seamlessly. With our no-code, low-code, and developer-friendly tools, businesses can get up and running in hours—not months. Finix has raised over $175M, including a $5M Series C led by Acrew Capital, with participation from Lightspeed Venture Partners, Leap Global, American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Sequoia Capital, Visa, and others. About the role: Finix is looking for a dynamic and motivated Financial Analyst to join our team. As a member of the Finance and Strategy Team, this role will be responsible for managing corporate budgeting and forecasting, managing financial reporting and planning, and performing in-depth analysis to support Finix’s financial decisions and strategy. This individual will partner closely with leaders across the company and provide value by leveraging their financial expertise to inform Finix’s overall strategy. This hybrid role entails working in the office 4 days per week in our San Francisco HQ. You Will: Manage the budgeting and forecasting process by managing the company-wide financial model, tracking and recalibrating company spending, and providing reporting and ad-hoc analysis to senior leaders. Manage the company-wide headcount plan in partnership with functional leaders, people operations, and the accounting team to manage requests and understand the impact on the company budget. Build robust financial models to support strategic planning, facilitate decision-making, and provide recommendations and analysis to management. Analyze internal KPIs and consolidated financials, communicate performance to key stakeholders, highlight trends and changes, and conduct deep dives when observing abnormalities. Identify, create, and drive process improvements and scale across business stakeholders. You Are: Excellent communicator and collaborator across multiple functions and management levels. Proactive, independent, and self-motivated, with the initiative to research information, solve problems and get things done. Capable of using sound judgment and unquestionable integrity when managing confidential information. Emotionally intelligent with the ability to build strong professional partnerships. You Have: Bachelor's degree in Finance, Business, or a related quantitative field is preferred. 2+ years of combined experience including time at an investment bank, private equity, venture capital, corporate finance, or FP&A team (ideally in a high-growth technology company). Prior Payments/FinTech experience Expert knowledge of financial statement analysis, corporate finance concepts, and reporting techniques Proficiency in SQL and data modeling; Python experience is a plus Ability to understand complex business drivers, produce high-quality analytics, and communicate insights effectively to all levels of management. Advanced Microsoft Excel and PowerPoint skills. Finix is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class. Role: Financial Analyst Level: IC2 - IC3 Location: San Francisco, CA Base Salary Range: $95, 00/yr to 150,000/yr + equity + benefits Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries at our headquarters in San Francisco, California. Individual pay is determined by work location, job-related skills, experience, and relevant education or training. #LI-EH1 #J-18808-Ljbffr
Financial Data Analyst

Posted 1 day ago
Job Viewed
Job Description
Responsibilities:
- Develop comprehensive financial models and perform in-depth data analysis to support strategic decision-making.
- Utilize advanced statistical techniques, including linear regression and clustering, to analyze financial trends and patterns.
- Conduct detailed financial and operational reporting to identify areas for improvement and growth.
- Collaborate with cross-functional teams to ensure accurate representation of data insights.
- Apply artificial intelligence methodologies to enhance data processing and predictive analytics.
- Design and implement dashboards using tools such as Tableau, Power BI, and Alteryx to visualize key metrics.
- Monitor financial markets and assess their impact on organizational performance.
- Deliver actionable recommendations based on analytical findings to stakeholders.
- Maintain and optimize data systems to ensure efficient handling and reporting of information.
- Stay updated on industry best practices and emerging technologies in data analytics. Requirements - Proven experience in financial data analysis and reporting.
- Strong proficiency in data modeling and statistical analysis techniques.
- Hands-on experience with Tableau, Power BI, and Alteryx for data visualization.
- Familiarity with artificial intelligence tools and their application in analytics.
- Solid understanding of financial markets and their impact on business operations.
- Ability to work collaboratively with cross-functional teams and communicate complex findings effectively.
- Strong analytical mindset with attention to detail and problem-solving skills.
- Bachelor's degree in finance, data analytics, or a related field; advanced degree preferred.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Data Analyst

Posted 1 day ago
Job Viewed
Job Description
R5978
**Employment Type**
Full time
**Worksite Flexibility**
Onsite
**Job Summary**
We are looking for a motivated Financial Data Analyst ready to take us to the next level! If you have financial management experience, strong analytical skills and advanced Excel expertise, and are looking for your next career move, apply now.
**Job Description**
We are looking for a **Financial Data Analyst** to track, monitor, analyze, and report on the performance and status of IT Product Construction projects. The role supports portfolio management decision-making by providing insights into project financial performance, resource allocation, risk mitigation, and strategic alignment. The analyst will assist in identifying trends and areas for process improvement, while collaborating with various teams. The role involves working closely with project managers, stakeholders, and executive leadership to develop dashboards, reports, and presentations that facilitate financial transparency and project success. In essence, the Financial Data Analyst acts as a bridge between project data and decision-making, enabling the PMO to effectively manage projects, optimize performance, and achieve strategic objectives. This position will be a **contract** and **onsite in Miramar, FL.**
**Due to the specific legal and contractual requirements associated with this position, this role will be direct employment with CAI. This position does not offer work authorization sponsorship now or in the future.**
**What You'll Do**
+ Gather and analyze data from various project management systems and tools to track project performance against key performance indicators (KPIs), budgets, and timelines. Collect, validate, and analyze project data related to schedules, budgets, risks, and resources
+ Develop and distribute regular project reports, dashboards, and other visualizations to communicate project performance to stakeholders. Identify trends, patterns, and issues through data analysis and recommend corrective actions
+ Ensure the accuracy, completeness, and consistency of project data across the PMO
+ Identify opportunities to improve processes based on data analysis and best practices
+ Collaborate with project teams to improve data collection processes and reporting methods. Assist project managers and teams with data-related tasks, such as creating reports, analyzing data, and troubleshooting issues
+ Support the implementation of new reports, tools, and processes. Assist in the development and maintenance of project documentation and data standards
+ Identify and analyze potential risks based on project data and assist in the development of risk mitigation strategies
+ Effectively communicate data insights and recommendations to stakeholders at various levels of the organization
+ Responsible for budget management for the scope they are accountable for. Manage internal labor in collaboration with Project Managers against the budget. Solid understanding of accounting rules for expense and capital activities
**What You'll Need**
Required:
+ Bachelor's degree in business, Data Analytics, Information Systems, or related field
+ 5+ years of financial management experience. Experience in forecasting, budgeting, and month-end close activities
+ 5+ years of advanced knowledge/experience with MS Excel. Advanced Excel skills, including power-pivots, VLOOKUP, and nesting formulas.
+ 5+ years of experience in data analysis, preferably within a PMO or project environment
+ 5+ years of demonstrated experience with data visualization and reporting tools
+ 5+ years of experience communicating with various levels within an organization
+ 3+ years of experience creating presentations in PowerPoint and presenting to executive stakeholders
+ Must be proficient in Microsoft Office (MS Word, Excel, PowerPoint)
+ Experience in data analysis tools like Excel, SQL, Tableau, or Power BI
Preferred:
+ Proven experience implementing or improving processes using Excel/data
+ Strong analytical and problem-solving skills
+ Excellent communication and interpersonal skills
+ Experience with Agile, Waterfall, or hybrid project management methodologies
+ Familiarity with project management tools like Jira, Microsoft Project, or Trello
+ Financial analytical skills, including spend curves, burn-rate, and rate-volume analysis.
**Physical Demands**
+ Ability to safely and successfully perform essential job functions consistent with the ADA and other standards
+ Sedentary work involving sitting or remaining stationary most of the time with occasional movement around the office
+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor
The pay range for this position is $40.00-$46.00 per hour (USD). Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages for this role includes medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role may also be entitled to paid sick leave as provided by applicable law.
#LI-AL2
**Reasonable Accommodation Statement**
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or (888) 824 - 8111.
**Equal Employment Opportunity Policy Statement**
CAI is committed to equal employment opportunity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability, or veteran status. All employment decisions are based on valid job requirements, including hiring, promotion, and compensation. Harassment and retaliation are prohibited.
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Financial Data Analyst
Posted 5 days ago
Job Viewed
Job Description
We are looking for a skilled Financial Data Analyst to join our team in Jackson, Michigan. This long-term contract position offers an exciting opportunity to collaborate with supply chain teams to optimize logistics operations and drive financial insights. The ideal candidate will excel in data manipulation, financial reporting, and analytical thinking while supporting forecasting and budgeting processes.
Responsibilities:
- Analyze financial data to support supply chain logistics, including freight costs and warehouse operations.
- Utilize tools such as Excel, Access, and TMS to manage and manipulate data effectively.
- Develop and maintain background tables to ensure accurate reporting and forecasting.
- Review and validate operating expenses, team utilizations, and travel and entertainment costs.
- Prepare forecasts, budgets, and margin analyses by customer to guide decision-making.
- Collaborate with finance team members across different regions to align on financial goals.
- Generate detailed reports and insights to support restructuring and reclassification initiatives.
- Support project planning by providing actionable financial analysis and recommendations.
- Ensure compliance with financial planning and analysis (FP& A) standards and protocols.
- Drive process improvements to enhance overall data accuracy and reporting efficiency.
Requirements
- Strong background in financial analysis and data manipulation.
- Proficiency in Microsoft Excel, including advanced formulas and functions.
- Experience with data tools such as Access and TMS.
- Knowledge of supply chain logistics and global operations.
- Familiarity with forecasting, budgeting, and margin analysis.
- Analytical mindset with the ability to provide actionable insights.
- Excellent communication and collaboration skills.
- Previous experience in financial planning and analysis (FP& A) roles.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Data Analyst
Posted 5 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.
- Implement and refine month-end processes, rate change calculations, and ad-hoc analyses to ensure accuracy, completeness, and consistency of data.
- Collaborate with Actuarial and FP& A teams to automate workflows and improve the performance of financial models using Python-based scripting.
- Perform reserving analysis to estimate unpaid claim liabilities in coordination with internal and external actuaries.
- Create and update loss development triangles and incurred but not reported (IBNR) calculations based on operational and financial data.
- Assist in developing and validating actuarial assumptions for pricing, reserving, and forecasting purposes.
- Build and maintain predictive analytics models and conduct profitability analysis to support business planning.
- Conduct stress testing and scenario analysis to evaluate financial impacts and risk exposure.
- Write and optimize complex SQL queries to extract, transform, and analyze large datasets, ensuring data accuracy and integrity.
- Develop Python scripts to automate data processing, actuarial calculations, and reporting workflows. Requirements - Proficiency in Python and SQL for data analysis, automation, and model development.
- Strong knowledge of actuarial analysis and financial modeling techniques.
- Experience in casualty insurance and familiarity with loss development triangles and IBNR calculations.
- Expertise in developing complex financial models for predictive analytics and profitability analysis.
- Ability to perform data mining and leverage advanced techniques to identify trends and opportunities.
- Hands-on experience with Python libraries such as Pandas and NumPy.
- Solid understanding of stress testing, scenario analysis, and risk assessment methodologies.
- Bachelor's degree in actuarial science, finance, mathematics, or a related field. Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Data Analyst
Posted 8 days ago
Job Viewed
Job Description
We are seeking a detail-oriented and data-savvy professional to lead a short-term project focused on data cleanliness, readiness, and analytics. This role will be responsible for managing master data across systems (JDE, Vendor Master, Salesforce), collaborating with cross-functional teams, and leveraging Power BI to deliver insights and maintain data integrity.
Key Responsibilities:
+ Own and maintain master data records in ERP/CRM systems (JDE, Salesforce).
+ Ensure data accuracy, consistency, and completeness across platforms.
+ Collaborate with Supply Chain, Product Management, Finance, Operations, Procurement, Sales, and IT to align data needs.
+ Monitor data workflows and resolve discrepancies across business units.
+ Lead data cleansing, migration, and enrichment efforts.
+ Perform regular audits and data quality checks.
+ Develop and enforce data governance policies and SOPs.
+ Generate dashboards and reports using Power BI to track data quality KPIs.
+ Support system upgrades and process improvements related to master data.
+ Train internal users on data standards and best practices.
Required Skills:
+ Power BI: Strong experience in modeling, analytics, and dashboard creation.
+ Excel: Intermediate proficiency (VLOOKUPs, pivot tables, data modeling).
+ Experience working with large datasets and maintaining data integrity.
+ Strong analytical acumen and attention to detail.
Preferred Skills:
+ Excellent interpersonal skills; able to work effectively across teams.
+ Experience with a large ERP such as Oracle, JDE, SAP
+ Familiarity with data governance frameworks.
Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
Requirements - Proven experience in financial analysis and data management.
- Skilled in using tools such as Microsoft Power BI for reporting and visualization.
- Strong analytical abilities with a focus on accuracy and attention to detail.
- Familiarity with data validation, governance, and auditing practices.
- Ability to work collaboratively across multiple departments to address data needs.
- Experience with enterprise systems such as Salesforce or similar platforms.
- Excellent communication skills for training and knowledge-sharing purposes.
- Bachelor's degree in Finance, Data Analytics, or a related field preferred.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .