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4 results for Entry Level Analyst in Concord, CA

Entry Level Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 23.50 - 27.00 USD / Hourly
  • <p>We are seeking a motivated and detail-oriented <strong>Entry-Level Accounts Receivable (AR) Analyst</strong> to join our team on a temp-to-hire basis. This is an excellent opportunity to gain valuable experience in financial operations and contribute to the success of our organization. In this role, you will assist in managing accounts receivable processes, and large data sets in Microsoft Excel ensuring accuracy and efficiency while maintaining strong communication with clients and team members.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and post customer payments in a timely and accurate manner.</li><li>Reconcile invoices, resolve discrepancies, and maintain up-to-date AR records.</li><li>Assist with generating and reviewing AR aging reports.</li><li>Communicate effectively with internal and external stakeholders to address payment queries.</li><li>Support in identifying and resolving overdue accounts.</li><li>Handle data entry tasks and maintain organization of financial records.</li><li>Collaborate with the finance team to improve AR processes.</li></ul><p><br></p>
  • 2025-10-20T22:38:44Z
Financial Analyst - Entry Level
  • Menlo Park, CA
  • onsite
  • Temporary
  • 35.00 - 40.00 USD / Hourly
  • <p><strong>Job Title:</strong> Financial Planning & Analysis (FP& A) Analyst</p><p><strong>Location:</strong> Hybrid – Menlo Park, California</p><p><strong>Type:</strong> Temp-to-Perm</p><p><strong>Team:</strong> Brokerage FP& A Team (Team of 10)</p><p> </p><p>We are seeking a highly motivated and adaptable <strong>FP& A Analyst</strong> to join our Brokerage Finance team based in Menlo Park. This role has opened due to increased workload from multiple new product launches and offers an exciting opportunity to work in a fast-paced, collaborative environment.</p><p> </p><p>You’ll play a key role in budgeting, forecasting, financial modeling, and performance analysis, helping drive strategic decisions as part of a growing FP& A function. The ideal candidate is detail-oriented, proactive, and thrives on quickly getting up to speed in a dynamic team setting.</p><p>A background or strong interest in the financial services industry, particularly brokerage, fintech, or trading platforms—is highly preferred.</p><p> </p><p><strong>Key Responsibilities</strong></p><p> </p><p>·      Support budgeting and forecasting processes for new and existing brokerage products</p><p>·      Develop and maintain detailed financial models to support revenue and cost projections</p><p>·      Analyze operating costs, revenue trends, and performance metrics</p><p>·      Partner with cross-functional teams to support business planning and product financials</p><p>·      Prepare regular and ad hoc financial reports and presentations for senior leadership</p><p>·      Assist with improving processes and tools across reporting and work streams</p><p>·      Communicate effectively to both finance and non-finance stakeholders</p><p>·      Use collaboration tools such as Slack and Google Workspace (Sheets, Docs, Slides)</p><p><strong> </strong></p><p><br></p><p> </p><p><br></p><p> </p>
  • 2025-10-31T15:48:42Z
HR Analyst
  • San Francisco, CA
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-31T21:54:07Z
Jr. Compliance Analyst
  • Burlingame, CA
  • onsite
  • Temporary
  • 25.00 - 27.00 USD / Hourly
  • <p>A data security and risk solutions company is seeking a detail-oriented and reliable Jr. Compliance Analyst to support their compliance team on a contract-to-hire basis. This is a junior-level opportunity ideal for early-career professionals or recent graduates looking to gain hands-on experience in compliance, consumer protection, or data governance — with the potential to transition into a permanent role. This position supports compliance operations related to the Fair Credit Reporting Act (FCRA) and bankruptcy risk processes. Responsibilities include investigating and documenting consumer complaints, drafting and sending templated correspondence, and reviewing court records and incoming data. While the tasks are repetitive, they are essential to the company’s legal obligations and must be completed with accuracy and professionalism. The ideal candidate is someone who thrives in a structured, detail-oriented environment, is proactive and coachable, and is motivated to contribute to a high-volume workflow as part of a collaborative and mission-driven team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Investigate, log, and respond to consumer complaints related to FCRA and bankruptcy risk issues</li><li>Draft correspondence using pre-approved templates; enter client data, print, and mail letters within a 30-day response window</li><li>Analyze and organize disputes and inquiries received through mail, email, and voicemail</li><li>Review and log incoming data and ensure accurate, timely documentation</li><li>Conduct legal data research, including reviewing court records</li><li>Prepare and submit both internal and external reports</li><li>Collaborate with internal departments and the compliance team to implement workflow improvements</li><li>Prioritize and manage daily tasks efficiently in a fast-paced environment</li></ul><p><br></p>
  • 2025-11-03T18:28:43Z