<p>The Sr. Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul>
We are looking for a Senior Financial Analyst to join our team in San Francisco, California. In this long-term contract role, you will play a pivotal part in driving financial strategy, revenue forecasting, and business planning across multiple geographies. This position offers the opportunity to collaborate with senior leadership and cross-functional teams to deliver actionable financial insights that support strategic decision-making and organizational goals.<br><br>Responsibilities:<br>• Develop and refine comprehensive revenue models to provide accurate forecasts and support long-term financial planning.<br>• Enhance forecasting processes by improving assumptions, methodologies, and workflows to increase efficiency and precision.<br>• Collaborate with business leaders to analyze financial results, identifying key performance drivers and offering actionable recommendations.<br>• Conduct detailed financial and investment analyses to support strategic initiatives across product, marketing, and operational areas.<br>• Prepare presentations and reports for senior leadership and external stakeholders, showcasing financial metrics and performance insights.<br>• Manage month-end reporting, including variance analysis and clear communication of risks and opportunities.<br>• Act as a strategic advisor to leadership, applying financial expertise to address complex challenges and support decision-making.<br>• Utilize advanced financial systems and tools to streamline processes and improve data accuracy.<br>• Lead initiatives that enhance the scalability and robustness of financial models and reporting systems.
<p>We are looking for an experienced Senior FP& A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead all FP& A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP& A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to join our client's in Morgan Hill, California. In this role, you will play a pivotal part in shaping financial strategies and delivering actionable insights that drive organizational success. You will collaborate across departments to optimize planning, reporting, and analysis processes while ensuring data accuracy and integrity.</p><p><br></p><p>Responsibilities:</p><p>• Develop sophisticated analytical models to assess business performance, forecast trends, and support strategic decision-making.</p><p>• Coordinate and execute short-term and long-term financial planning cycles, including annual budgets and periodic updates, with cross-functional teams.</p><p>• Analyze financial outcomes, explain variances, and prepare customized reports to support leadership decisions.</p><p>• Gather, validate, and synthesize financial and operational data from multiple sources to ensure accuracy and reliability.</p><p>• Serve as a finance partner for budget owners, offering guidance on spending and comparing actual results to planned expectations.</p><p>• Conduct profitability analyses for products and portfolios to inform strategic priorities.</p><p>• Lead enterprise-level financial planning outputs, working closely with accounting teams to ensure data integrity and accurate accruals.</p><p>• Collaborate with technology teams to enhance reporting systems, automate processes, and improve business intelligence tools.</p><p>• Contribute to company-wide planning deliverables, including operating plans, rolling forecasts, and performance updates.</p><p>• Participate in cross-departmental initiatives, providing financial expertise and ensuring disciplined project execution.</p>
<p>Kevin Eckhardt with Robert Half is looking for a skilled Senior Financial Analyst to join his client's team. This role is pivotal in providing strategic financial insights and supporting decision-making processes to drive revenue growth and optimize gross profit. The ideal candidate will excel in analyzing complex data, delivering accurate reports, and collaborating across teams to ensure financial consistency.</p><p><br></p><p>Responsibilities:</p><p>• Develop, streamline, and automate both recurring and ad-hoc reports and forecasts related to revenue and gross profit.</p><p>• Produce analytical reports that highlight key business metrics such as traffic, conversion rates, average ticket size, and comparative growth.</p><p>• Provide actionable recommendations based on data analysis to support revenue growth and gross profit optimization.</p><p>• Gather and evaluate forecast inputs from business stakeholders, assess risks and opportunities to financial plans, and communicate findings to finance leadership.</p><p>• Prepare accurate month-end close reports along with detailed business commentary.</p><p>• Collaborate with finance and accounting teams to share best practices and ensure uniformity across departments.</p><p>• Manage and enhance budgeting and planning processes for retail stores and e-commerce operations.</p>
<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join a mid size law firm. This role is pivotal in driving data-driven decision-making by benchmarking organizational performance, supporting cross-departmental reporting needs, and implementing advanced business intelligence tools. The ideal candidate will possess a strong analytical mindset and a proven ability to manage and optimize data systems, ensuring the seamless flow of information across the organization.</p><p>This is a remote role for candidates in CA, TX and CO.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial analyses, including profitability, time and billing, accounts payable, accounts receivable, collections, and general ledger, using advanced reporting and querying tools.</p><p>• Collaborate with firm leadership and technical teams to define and implement a business intelligence strategy that aligns with organizational goals.</p><p>• Design, create, and optimize data models, analytics layers, and dashboards using tools like Power BI, Tableau, and Aderant.</p><p>• Provide technical support and guidance to departments such as Finance, Human Resources, and Legal Recruiting to enhance their use of business intelligence applications.</p><p>• Investigate and resolve discrepancies and issues in business systems, ensuring data consistency and integrity across all platforms.</p><p>• Manage and enhance practice management tools related to budgeting, reporting, and data functionalities, while ensuring smooth implementation of new applications.</p><p>• Partner with departments to develop and maintain internal evaluations and surveys, ensuring alignment with organizational objectives.</p><p>• Oversee data flows between various firm systems, including Aderant, IntApp, and payroll systems, to ensure seamless integration and functionality.</p>
<p>We are looking for an experienced Systems Business Analyst to lead a 6 month project. This role is 100% remote. In this role, you will play a key part in implementing and optimizing Workiva. You will create reporting solutions while collaborating with multiple teams to ensure seamless integration and functionality. This is a 6-month (possibly 7-8 months), W-2 hourly position. If you have led multiple Workiva (WDesk) implementations or optimizations, then you will be a perfect fit for this. Our client needs someone that is hands-on (done tagging and created reports). You will also train staff members on how to use the tool. If you are looking for an opportunity to work on impactful projects within the non-profit sector, this is it! Please apply today...</p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation and setup of Workiva reporting software, ensuring all necessary configurations and functionalities are in place.</p><p>• Develop and build detailed reports using Workiva, providing guidance and training to team members on effective usage.</p><p>• Collaborate closely with IT, accounting, and systems teams to align reporting solutions with organizational needs.</p><p>• Integrate Workday Financials with Workiva to enable automated reporting and advanced analytics.</p><p>• Manage timelines and deliverables for reporting projects, ensuring tasks are completed efficiently and accurately.</p><p>• Utilize Power BI and other Power Platform tools to enhance reporting capabilities and streamline processes.</p><p>• Support cross-functional teams in understanding and utilizing reporting tools for improved decision-making.</p><p>• Ensure compliance with GAAP accounting standards and SOX requirements in all reporting activities.</p><p>• Identify opportunities for process improvements and implement solutions that optimize reporting workflows.</p>
We are looking for a skilled Workday Integration Consultant to join our team on a long-term contract basis in San Francisco, California. This role involves supporting the implementation and optimization of Workday systems, with a focus on integrations, data management, and configuration. The ideal candidate will collaborate with internal teams and external partners to ensure seamless integration between Workday and other systems.<br><br>Responsibilities:<br>• Design and implement both standard and custom integrations between Workday and external systems.<br>• Utilize tools such as Workday Studio, APIs, RaaS reports, and file feeds to develop and maintain integrations.<br>• Lead integration efforts across payroll, benefits, finance, and time tracking systems.<br>• Manage and execute EIBs, data workbooks, and configuration tasks during system implementation.<br>• Partner with finance teams to facilitate bi-directional data flows for demographic and time-tracking data.<br>• Support benefits integrations using the Workday Benefits Connector tool.<br>• Collaborate on integrations for recruiting, performance, and payroll systems, ensuring accurate data handling and reporting.<br>• Oversee testing, troubleshooting, and documentation for integrations, ensuring system stability post-go-live.<br>• Provide ongoing support for open enrollment processes and post-implementation activities.<br>• Ensure compliance, accuracy, and efficiency in all integration processes and workflows.
<p><strong>About the Project</strong></p><p>Our client, a mission-driven organization in the nonprofit sector, is seeking an experienced IT Project Manager to lead several high‑impact technology initiatives focused on modernizing our infrastructure, improving security, and supporting agency‑wide digital transformation. This individual will play a critical role in driving cross‑functional coordination, ensuring successful deployment of new systems, and supporting end‑users throughout each implementation. The ideal candidate is detail‑oriented, highly organized, and skilled at working directly with business stakeholders, technical teams, and end users across multiple locations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>The Project Manager will lead key technology initiatives focused on system cleanup, security enhancements, and implementing Single Sign-On (SSO) across critical applications.</li><li>This role requires strong coordination with technical teams, business stakeholders, and end users to ensure smooth deployment, clear communication, and effective adoption of updated systems and security standards.</li><li>Primary responsibilities include managing two major projects: the migration of all agency locations from the Comcast phone system to Microsoft Teams Voice, and partnering with Finance leadership to implement a new budgeting SaaS tool.</li><li>The Project Manager will oversee timelines, user engagement, vendor coordination, and rollout activities for both initiatives, working closely with the new CFO and Director IT to ensure successful delivery and transition.</li></ul>
