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Senior Financial Planning Analyst

Ledgent Technology Irvine, CA

Irvine, CA

Today

$75 - $79/hr Full time Senior Budget Management Financial Analysis

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Job Description

Ledgent Technology is hiring a Senior Financial Planning Analyst in Irvine, CA (onsite). This role supports strategic financial analysis, budgeting and forecasting, and recurring financial reporting for a business unit or function. You will work closely with finance stakeholders while applying advanced analytics and strong Excel skills to translate drivers into clear recommendations.

Compensation: USD 75–79 per hour.

What you’ll be responsible for

Develop, maintain, and deliver moderate to complex strategic financial analysis that supports day-to-day operations and key business decisions.
Analyze financial and business information to identify key drivers at the business unit or functional level, assess issues, draw conclusions, and provide recommendations.
Build and evaluate the fiscal year plan and forecasts, including multi-year financial projections.
Support the annual budgeting process through analysis, reporting, and financial modeling.
Create and present moderate to complex business management reports and key financial metrics, including recurring financial analysis.
Conduct ad hoc financial analysis as needed.

What you’ll need to qualify

Strong financial modeling, variance analysis, and financial reporting experience across budget, actuals, and forecast.
CAPEX/OPEX understanding and experience supporting workforce (internal and external) / 3rd party vendors expense management.
Advanced Excel and analytical skills for high-complexity, high-ambiguity analysis, including Pivot tables and V-Lookups.
Ability to solve problems, stay well organized, and manage multiple tasks while meeting deadlines.
Experience analyzing complex financial reports.
General knowledge of mutual funds or investment management industry experience is preferred.
Strong communication skills and ability to partner effectively with the global finance team and business partners, including strong written and verbal communication and presentation skills.
Minimum 5 years of experience in accounting, finance, or a related function.
Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree.
MBA preferred but not required.
Strong computer skills, including experience with an enterprise accounting system such as SAP.
Exceptional analytical ability to understand how operations impact financial results.

Tools & technologies

Excel (advanced capabilities, Pivot tables, V-Lookups)
SAP/S4/Hana (including SAP/SAP ECC context)
SAC
Power BI (PBI)

Nice to have

Tech industry knowledge such as Cloud, Infra, FinOps, or AI.

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Project Manager-Finance and Revenue

Robert Half Dalton, GA

Dalton, GA

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$100k - $140k/yr Full time Manager Accounting Ai Enabled Tools

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Job Description

Hybrid (Dalton, GA) project leadership role focused on revenue automation and finance process improvement at a manufacturing company. This position supports end-to-end delivery across finance, sales, operations, IT, and leadership, with strong visibility to executives. Salary range is $100,000 to $140,000 per year, and the role is built for someone with 5+ years of project management experience and a deep connection to finance or revenue initiatives.

What you’ll be working on

You will lead initiatives that modernize how commissions are calculated and processed, support AI-enabled commission processing, and enable AI-supported revenue recognition. The work is cross-functional, requiring you to translate business requirements into clear workflows and integrations, then drive adoption through testing, training, and change management to ensure long-term value.

Responsibilities

Lead end-to-end projects focused on revenue automation and finance process improvement
Drive initiatives covering commission calculations, automation, validation, and controls
Support implementation of AI-enabled tools to improve commission processing and revenue recognition
Partner with finance and accounting leadership to align solutions with reporting requirements, policy, and compliance expectations
Collaborate across sales, operations, and IT to gather requirements, define workflows, and support integration
Create project plans with timelines, milestones, and risk management frameworks for multiple concurrent initiatives
Identify opportunities to standardize, automate, and scale revenue processes in a manufacturing environment
Support testing, adoption, training, and change management so solutions deliver sustainable impact

Requirements

5+ years of project management experience with strong exposure to finance, revenue operations, or accounting-related initiatives
Experience leading projects tied to commissions, incentive compensation, revenue accounting, or order-to-cash
Strong understanding of financial processes, revenue flows, and operational controls
Experience in manufacturing environments, especially those with project-based, product-based, or hybrid revenue models
Familiarity with automation tools, enterprise systems, and AI-enabled business solutions
Strong communication, stakeholder management, and problem-solving skills
Experience working across finance, sales, operations, and technology teams

Technologies you may work with

ERP systems
Commission platforms
Revenue accounting tools
Financial planning systems
AI-enabled tools, including AI-enabled commission processing
AI-supported revenue recognition

Preferred background

Experience with ERP systems, commission platforms, revenue accounting tools, or financial planning systems
Knowledge of revenue recognition standards and compliance considerations
PMP, Agile, PRINCE2, or similar project management certification
Experience supporting digital transformation or enterprise process improvement efforts

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Financial Compliance Associate

ProPivotal Newport Beach, CA

Newport Beach, CA

Today

$25 - $25/hr Contract Analytical Skills Financial Compliance Financial Services

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Job Description

This Contract Financial Compliance Associate role in Newport Beach, CA supports a world leading investment management organization by helping maintain ethics and employee trading controls. The position focuses on monitoring, conflict review support, compliance attestation activities, and ongoing platform operations.

Responsibilities

Review and monitor employee personal brokerage or investment activity to confirm alignment with internal ethics standards and personal trading policies, including pre-approval workflows and conflict checks.
Perform conflicts of interest reviews connected to employee trading and outside activity when needed.
Track, trend, and escalate exceptions and unusual trading patterns while maintaining thorough documentation and clear supporting narratives.
Communicate directly with employees across the organization, engaging early-career professionals through senior leaders regarding review outcomes, questions, and follow-ups.
Manage day-to-day personal trading platform operations, including account maintenance, broker-feed coordination, and scheduled data uploads.
Coordinate the quarterly compliance attestation or certification cycle, including launch, follow-up, issue resolution, and documentation of results.
Draft and issue policy exceptions or violations when required, ensuring a consistent and fair process.
Support new hire onboarding related to ethics and personal trading requirements, including system setup.
Contribute to compliance initiatives, process improvements, and ad hoc requests, including drafting written summaries and guidance.

Requirements

Bachelor’s degree in Business, Economics, or Finance (required).
Strong understanding of securities and investment products, including equities, fixed income, derivatives, mutual funds, ETFs, and private funds.
Advanced proficiency in Microsoft Excel, including lookups, PivotTables, and formulas.
Excellent written and verbal communication skills, with the ability to remain tactful, direct, and professional.
Highly organized, analytical, and detail-oriented approach with the ability to manage multiple priorities with minimal oversight.
Experience in Code of Ethics / employee personal trading compliance or a closely related compliance operations function is preferred.
High discretion with demonstrated ability to handle confidential information appropriately.

Technology

Microsoft Excel

Role Details

Job Type: Contract
Location: On-site in Newport Beach, CA
Compensation: USD 25/hour

Impact

In this role, you will sit at the center of ethics and employee trading controls, supporting protections for the organization, its employees, and its clients. The work is visible, detail-driven, and designed to build trusted relationships across teams at multiple levels.

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Director of Finance

Highgate Hotels San Francisco, CA

San Francisco, CA

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Full time Finance Director Accounting Budget Management

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Job Description

Take charge of the property’s financial health at a landmark San Francisco opening, with a benefits package built to support your health, well-being, and financial future.

Medical, dental, and vision insurance
Life insurance
Short-term and long-term disability insurance
401(k) Retirement Plan with employer matching contributions
Paid holidays, paid vacation, and paid sick leave (provided in accordance with applicable law)
Employee assistance program (EAP)
Educational opportunities and tuition reimbursement
Paid jury duty leave, personal leave, medical leave, and military leave in accordance with applicable law

Additional paid time off varies by location and may be different for associates covered by a Collective Bargaining Agreement (CBA). Benefits do not apply to part-time positions.

San Francisco, Nob Hill: The Huntington is located in the exclusive Nob Hill neighborhood and offers modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three-level spa, rooms and suites, and meeting and event spaces on property.

Responsibilities

Manage and communicate property cash flow matters, including accurate and timely preparation of monthly cash flow statements, receivables and payables management, cash balances, control mechanisms, and timely deposits of all funds.
Monitor hotel revenues and expenses, ensure accurate recording per Highgate Hotels guidelines, and oversee cash flow and operating forecasts.
Create annual budgets and monthly variance analyses, investigate and critique variances versus budget or prior year, and provide practical improvement methodologies to management.
Ensure compliance with regulatory licenses and permits, leases, contracts, and legal agreements; support management in enforcing proper operational tax execution.
Analyze financial data and operations to help management maintain the hotel’s financial objectives.
Ensure adherence to Standard Accounting policies, procedures, and internal controls for finance and accounting operations.
Timely review and approve balance sheet accounts, including monthly bank reconciliations and general ledger reconciliations.
Establish and continually audit internal financial controls across purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records.
Oversee internal and external financial audits, coordinate with CPA firms, and deliver requested information on a timely basis.
Hire, train, supervise, and develop staff through coaching, counseling, and discipline.
Maintain compliance with Highgate Hotels standards and regulations to support safe and efficient hotel operations.
Direct and prepare financial reports aligned to Highgate Hotels requirements and deadlines, including:
- Weekly: A/R & A/P Aging, Flash Reports, Payroll Reports, Revenue Updates
- Monthly: Financial Statements, Forecasting KeyStatistics Report, Cash Flow
- Annual: Budgets, 5-Year Plans, 5-Year Capital Plans
Interact with Executive Committee members to keep property operations on track and under control.
Monitor compliance with required reporting deadlines and respond accordingly.
Monitor accurate production of the hotel daily operating report.
Complete other special projects and responsibilities as assigned.

Requirements

At least 5 or more years of Hospitality Finance/Accounting experience
Prior Controller or Director of Finance experience, preferably at a premium-branded hotel
Excellent verbal and written communication skills
Bachelor’s degree required, preferably in Finance or Accounting
Must supervise 2 or more employees
Proficiency in Windows, company-approved spreadsheets and word processing, and operation of all hotel-specific systems

Technologies

Windows
Company approved spreadsheets
Word processing
Hotel-specific systems

Location: San Francisco, CA 94108 (onsite)

Posting Date: 10/08/2026

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Financial Administrator

METRO Financial Strategies Chelmsford, MA

Chelmsford, MA

Today

$60k - $80k/yr Full time Administration Client Relations Client Service

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Job Description

METRO Financial Strategies offers a full-time opportunity for a Financial Administrator in Chelmsford, MA (onsite). In this role, you’ll provide financial, analytical, and operational support to clients with the guidance of established procedures, helping keep day-to-day planning and banking activities running smoothly. The position offers a salary range of $60,000.00 to $80,000.00 per year, with the expectation of minimum 3 years of experience in financial services (and required education at the Bachelor’s level).

What you’ll do

As a Financial Administrator, you will coordinate and perform a range of financial and operational support activities designed to serve and support clients. The work includes maintaining routine client contact, keeping information organized, and supporting financial planning and banking processes under limited supervision.

Build and maintain client relationships while delivering excellent customer service.
Provide office support such as answering telephones, processing transferring paperwork, opening accounts, estate processing, updating cost basis, and resolving problems or inquiries.
Schedule and coordinate meetings, events, and appointments to support advisor and client workflow.
Prepare financial planning reports for client meetings.
Support banking activities, including depositing checks, sending checks, and initiating ACH/Wires to clients.
Calculate required client withdrawals and complete related analysis for financial planning purposes.
Generate custom client reporting and tax records.
Enter trades based on advisor instructions.
Establish, maintain, and update files, databases, records, and compliance documents.
Maintain routine contact with clients and team members to obtain, clarify, and provide facts and information while projecting a professional image.

What you bring

A professional and service-oriented demeanor with pleasant, business-appropriate manners.
Strong ethical standards and the ability to work with integrity, maintaining client and firm confidentiality and supporting a professional image.
Excellent verbal communication and organization skills to prioritize and complete work efficiently.
Effective problem-solving skills to resolve routine client questions.
A Bachelor’s degree, preferably in a Business major (required).
Business attire.
Understanding that RJ and FINRA require investment accounts be held in a RJ account for monitoring purposes.
Minimum 3 years of experience in financial services.
Proficiency with Microsoft Office Suite to create professional documents and track client interactions.
Ability to manage multiple projects at once, follow instructions, and adhere to deadlines.

Additional details

Job type: Full-time
Location: Chelmsford, MA (onsite)
Salary: USD $60,000 to $80,000 per year
Technologies: Microsoft Office Suite
Application question: Do you have 5 years of experience in Financial Services?
Education: Bachelor’s (Required)
Experience: financial administration: 5 years (Required)

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Financial Coordinator for private orthodontic practice

Melbourne Orthodontics Melbourne, FL

Melbourne, FL

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$24 - $32/hr Full time Accounting Appointment Coordinator Client Relations

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Job Description

Join a private orthodontic practice in Melbourne, FL as a Financial Coordinator and help keep day-to-day financial workflows running smoothly, from insurance verification to patient-facing support. This full-time onsite role offers $24.00 to $32.00 per hour and includes practical benefits designed to support your wellbeing and long-term stability, including 401(k) matching, paid time off, and paid sick time.

What you’ll do

You will manage key financial and administrative functions in a private orthodontic setting. The role combines accuracy in benefits and billing support with responsive, patient-friendly communication.

Verify patient dental insurance benefits to support accurate payment handling
Process insurance payments and other payments as part of the practice’s financial operations
Answer phones and support patients with timely information
Schedule appointments to keep the office running efficiently
Check and respond to emails to maintain clear patient communication
Communicate with patients regarding billing-related questions and next steps
Coordinate with other dental offices as needed
Use core dental administrative support experience to handle dental records and clerical tasks
Utilize dental collections and EHR systems to enhance billing processes
Use dental software and customer service skills to facilitate effective communication with patients

What you bring

3+ years of experience supporting financial operations in a dental or similar administrative environment
Experience with dental insurance
Computers REQUIRED

Benefits

401(k) matching
Employee discount
Paid sick time
Paid time off

Work location: In person (onsite). Technologies: EHR systems.

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Chief Legal and Financial Officer

CommuniCare Michigan LLC Troy, MI

Troy, MI

Today

$70k - $130k/yr Full time Finance Director Corporate Counsel Financial Planning

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Job Description

CommuniCare Michigan LLC is seeking a Chief Legal and Financial Officer to lead legal case oversight alongside core financial management responsibilities. The role combines legal coordination and risk management with budgeting, forecasting, reporting, and strategic planning to support long-term organizational sustainability.

Key Responsibilities

Coordinate and monitor ongoing legal matters, including litigation, claims, and disputes involving the organization.
Act as the primary internal liaison for outside legal counsel, insurance representatives, and other relevant external parties.
Maintain organized records of legal cases, including deadlines, correspondence, filings, and related expenses.
Support legal research, document review, case preparation, and the collection of records and information.
Track the status and financial implications of pending or potential legal claims and provide updates to executive leadership.
Review business contracts, agreements, policies, and other organizational documents, including legal review and approval where required.
Identify legal, contractual, regulatory, and operational risks and recommend approaches to reduce exposure.
Maintain strict confidentiality regarding litigation, employee matters, business records, and other sensitive information.
Oversee organizational financial operations and develop strategies to support long-term financial stability and sustainable growth.
Advise executive leadership on financial performance, business risks, resource allocation, and strategic opportunities.
Develop and monitor annual budgets, financial forecasts, cash flow projections, and broader financial plans.
Analyze revenue, expenses, operating costs, and financial trends to identify improvement opportunities.
Assess the financial impact of legal claims, settlements, insurance matters, contracts, and other business decisions.
Prepare and present financial reports and recommendations to executive leadership.
Establish financial policies, internal controls, and accountability measures to safeguard organizational resources.
Oversee accounting operations, including accounts payable, accounts receivable, general ledger, reconciliations, and month-end and year-end closing processes.
Monitor cash flow, working capital, and financial obligations, ensuring accurate and timely financial reporting.
Oversee budget development and expense monitoring across departments, programs, and locations.
Coordinate with external accountants, tax professionals, auditors, financial institutions, and other business partners.
Review payroll-related expenses, employee compensation costs, benefits expenditures, and other significant operating expenses.
Evaluate accounting systems and financial procedures to improve efficiency, accuracy, and reporting.
Support financial planning for staffing, facilities, insurance, equipment, and organizational growth.
Monitor applicable financial, contractual, and regulatory requirements impacting the organization and coordinate compliance-related activities.
Collaborate with executive leadership and department managers to evaluate financial performance and operational efficiency.
Assess financial impacts of changes in healthcare regulations, reimbursement arrangements, contractual obligations, and service delivery models.
Develop processes to improve recordkeeping, internal controls, risk identification, and organizational accountability.
Support leadership in evaluating business opportunities, negotiating commercial terms, and assessing financial and legal considerations for organizational initiatives.

Required Qualifications

Juris Doctor (J.D.) degree from an accredited law school.
Licensed and in good standing to practice law in Michigan is strongly preferred.
Law school graduates who have not yet passed the bar examination will also be considered.
Experience demonstrating legal research, document management, contract review, case coordination, or litigation support.
Experience in financial management, accounting, budgeting, forecasting, or business operations.
Strong analytical and problem-solving skills to interpret legal and financial information.
Excellent written and verbal communication skills.
Strong organizational skills to manage multiple cases, deadlines, financial priorities, and projects simultaneously.
Ability to handle confidential information with discretion and professionalism.
Proficiency in Microsoft Office, particularly Excel, and familiarity with financial management and document management systems.
Ability to collaborate effectively with executive leadership, outside counsel, accountants, insurers, and operational teams.

Preferred Qualifications

Active Michigan law license and experience managing business-related legal matters.
MBA, CPA, CMA, or other relevant business or financial credential.
Experience with commercial litigation, insurance claims, employment matters, contract disputes, or corporate risk management.
Experience in healthcare, rehabilitation services, behavioral health, or another regulated industry.
Experience overseeing financial operations for a multi-location organization.
Familiarity with healthcare reimbursement, insurance-based revenue models, and third-party payer arrangements.
Experience evaluating legal expenses, litigation exposure, insurance coverage, and settlement considerations.
Experience developing financial policies, internal controls, and operational improvement initiatives.

Education

Juris Doctor (J.D.)
MBA, degree in Accounting or Finance, or equivalent formal education in business finance is strongly preferred.

Core Competencies

Legal case oversight and risk assessment
Financial strategy and business acumen
Budgeting, forecasting, and accounting oversight
Contract analysis and compliance coordination
Critical thinking and sound executive judgment
Confidentiality and professional integrity
Organization, prioritization, and deadline management
Clear communication and cross-functional collaboration

Technology

Microsoft Office
Excel

Compensation

$70,000.00 - $130,000.00 per year

Benefits

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location and Environment

This is a full-time executive-level position supporting CommuniCare’s operations across its Michigan locations. The role is onsite in Troy, MI, and travel between locations may be required, along with occasional additional hours to address time-sensitive legal or financial matters.