Operational Finance Analyst Job at Robert Half (Appleton)

Operations Finance Sr Analyst

As the Operations Finance Sr Analyst you will support the objectives of the Acco...

Location

United States , Little Rock

Salary:

Not provided

Aramark

Expiration Date

Until further notice

Requirements

3 – 5 years’ experience in service industry combined with a system driven approach to credit control
Have very good knowledge of Excel (crucial)
Have experience of working with Oracle System – this would be an advantage
Possess relevant or related financial qualification
Have good interpersonal and communication skills
Are self-motivated
Have excellent phone manner (crucial)

Job Responsibility

To carry out daily credit control procedures ensuring overdue debts and bad debts are kept to a minimum
Accurately supervising customer accounts on a regular basis to ensure the company’s credit control policies and procedures are adhered to
Meet all targets set out by the Company Plan
Processing and resolving of daily customer accounts queries and issues e.g. copying invoices/statements
Collaborate closely with relevant departments regarding credit control activities
Post & allocate receipts accurately and in a timely manner
Balancing of all accounts on a monthly basis
Maintain all files and documentation to a high standard
Prepare weekly/monthly/quarterly analysis of outstanding debts and report any issues to AR Manager as needed
Responsible for ongoing evaluation and enforcement of policies and procedures with regard to Credit Control Department

Analyst 2, Finance Operations (US - Rebates)

As Accounts Receivable Analyst 2, he is the focal person of all rebates programs...

Location

Philippines , Biñan

Salary:

Not provided

Sandisk

Expiration Date

Until further notice

Requirements

Worked in SSC or BPO environment
Accounts Receivable background or experience
Can work on a night shift
Oracle and or SAP experienced
Excellent written and oral communication, interpersonal and relational skills, with the ability to quickly develop relationships of trust and confidence with a variety of people and personalities, at all levels within an organization
Self-motivated with the ability to effectively multi-task and work collaboratively in a fast-paced, team environment
Strong active listening skills with the ability to ask thoughtful and probing questions to determine client needs
Ability to make clear, logical decisions based on facts, taking into consideration the big picture, long and short term effects, and exercising sound judgment when handling complaints, confidential and sensitive issues
Demonstrated ability to deliver consistent positive results through influencing, coordinating and managing the efforts of others

Job Responsibility

Focal point for global rebate programs & rebate bulletin
Load system data required to calculate earned credits
Analyze distributor deductions and reconcile to pricing earned rebate credits and resolve disputes / discrepancies
Responsible for timely communication of credit memos and contract notices
Helps perform necessary activities
prepare reports and documents for monthly and quarterly close
Provide support and training to customers rebate submission process
Manage files, records, transactions and other office procedures and maintain audit trail
Ensure targets, measurements and service levels are met

Fulltime

Analyst in Finance Data Operations

Join us as an "Analyst in Finance Data Operations" at Barclays, where you'll spe...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

A solid understanding of accounting principles, flow of accounting transactions and their representation in a Bank’s financial statements
Understanding of data good understanding of data elements, data lineage & data flow, and their impact on Finance data quality
Ability to analyze data, identify trends, interpret patterns, and understand interrelationships
proficiency in basic Excel functions is required
Ability to document findings in a visually appealing and intuitive manner for reporting to senior management, technical proficiency in visualization tools will be a plus
Excellent communication skills, both verbal and written
keen eye for detail, investigative mindset, and ability to troubleshoot issues
Accounting Knowledge
Analytical Ability
Data Visualization & Reporting skills

Job Responsibility

Development and implementation of business unit financial strategies, plans and budgets, using insights to evaluate the financial implications of strategic initiatives and recommend appropriate actions
Development of financial models to forecast future performance, assess investment opportunities, and evaluate financial risks for business units, and to analyse the impact of business decisions on financial performance and provision of recommendations
Cross functional collaboration to provide financial insights and guidance to business unit stakeholders
Identification of opportunities and implementation of financial process improvements that streamline financial operations
Support to business units in identification, assessment, and mitigation of financial risks, including provision of training and guidance to business units on financial risk management and compliance practices
Analysis and presentation of financial data to provide insights into business performance, identify trends, and support decision-making
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources

What we offer

Working flexibly
Hybrid working
Structured approach to hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Commitment to providing a workplace that recognises and supports personal needs

Fulltime

Loan Operations Analyst

Loan Operations Analyst position with Robert Half focusing on reconciliation and...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

BS/BA in Finance, Accounting, Business Administration or a related field
1-3 years of experience, preferably in a banking/financial services environment
Bank Debt product knowledge preferred
Advent Geneva G/L experience preferred
Wall Street Office experience a plus
Proficiency with Microsoft Office Suite (particularly Excel)
Must be self-motivated, self-directed and proactive
Strict attention to detail, excellent communication skills, and strong organizational skills
Must work well under pressure and be comfortable in a fast-paced, dynamic work environment
Must demonstrate professionalism, integrity and a strong work ethic

Job Responsibility

Maintain the Reconciliation and Control functions within the Operations group
Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled
Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger
Enter trades into Wall Street Office (WSO) and trade capture systems
Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services
Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy
Review transaction documentation to ensure completeness and accuracy within the loan systems
Ensure all loans are rolled and correct rates are set for the next accrual period
Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams
Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training

Fulltime

Operations Analyst Graduate Programme

2-year rotational programme designed to give you depth and breadth of experience...

Location

Japan , Tokyo

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Undergraduate student with an anticipated graduation date between September 2026 - March 2027
Minimum GPA of 3.2
Customer-driven attitude
Ability to quickly adapt to change and learn new technologies
Passion for hunting out what’s new on the market and how it can improve what you do
Tech savvy, curious and creative disruptive approach
Ability for turning complex data into easily understood insights
Happy talking to anyone

Job Responsibility

Perform KYC tasks while following standard procedures related to Client Due Diligence and AML policies
Monitor real time transaction flow, trade updates and exception queues to ensure timely and accurate trade representation across systems
Work on incident, problem and change management issues to improve services across the bank
Support continuous improvement of the operational process and the development of best practices
Provide support for cleared derivatives, performing daily reconciliation of related fees
Undertake a range of complex customer and product related processing activities
Participate in training and development programs to enhance skills and knowledge

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

Finance Solutions Analyst 2 (UAT Analyst)

The Fin Solutions Analyst 2 is a developing professional role. Applies specialty...

Location

Philippines , Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 years and above experience in User Acceptance Testing or Finance Solutions
Risk and Control experience including MCA is desirable
Proficient knowledge of how the team interacts with others in accomplishing the goals of the area
Has working knowledge of industry practices and standards
Amenable to work on mid-shift schedule
Bachelors degree graduate

Job Responsibility

Perform UAT Testing, Including creating Test plan, Test Scripts, Data processing, Data review, preparing results and collecting signoffs
Document all Testing activities in Jira following the procedures and policies to minimize risk
Support and guide requestors for their change request in alignment to Citi broader initiatives
Assists in setting business and information architecture standards for Finance
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Manages implementation of procedures and development of analyses and report
Integrates established disciplinary knowledge within own specialty area with basic knowledge of related industry practices
Delivering of routine and defined outputs
Escalates problems or issues relating to transactions, processes, reports or, procedures

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses

Fulltime

Operations Analyst

We are seeking a dedicated Operations Analyst to join our team in San Jose, Cali...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience as an Operations Analyst or in a similar role
Proficiency in Accounting Software Systems
Experience with ADP - Financial Services is a must
Familiarity with CRM platforms
Knowledge of Data Mining Techniques
Understanding of Accounting Functions
Practical knowledge of Accrual Accounting
Prior experience in Auditing
Familiarity with Budget Processes
Understanding of Capital Management

Job Responsibility

Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets
Engage in negotiations with vendors to secure favorable terms and pricing
Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics
Identify potential cost-saving opportunities and recommend process improvements
Develop and maintain detailed cost models to support pricing strategies
Assist in forecasting material requirements based on production schedules and sales projections
Oversee efficient inventory management by balancing stock levels and minimizing waste
Collaborate with procurement teams to enhance purchasing processes
Assess production workflows and identify inefficiencies
Provide data-driven insights to support lean manufacturing and process optimization initiatives

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan
Free online training
Competitive compensation

Fulltime

Investment Operations Analyst

This role covers end-to-end responsibilities in the operational trade lifecycle,...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

0–3 years of experience in financial operations or a related role within financial services or a trading firm
Bachelor’s degree in Finance, Accounting, or a related field
Advanced proficiency in Microsoft Excel
VBA knowledge is a plus
Prior experience with structured securities products is advantageous
Strong written and verbal communication skills, with an ability to manage competing priorities effectively
Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure

Job Responsibility

Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving trade breaks or fails
Provide trade confirmation for structured security product trades and associated derivatives
Conduct cash reconciliation, including handling lifecycle events such as monthly P& I payments
Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively
Perform weekly and monthly reconciliations of investment positions and activity across holdings while investigating and resolving discrepancies
Support ad-hoc analysis and assist in process improvement initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Operational Finance Analyst

Robert Half

Location:
United States , Appleton

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 13, 2026

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Location:United States , Appleton

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 13, 2026

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Location:
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Contract Type:
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Job Posted:
February 13, 2026