<p>We are looking for a Financial Analyst to support manufacturing finance through insightful analysis, practical reporting, and strong cross-functional collaboration. This role will help leaders understand operating results, plan future performance, and make sound decisions by turning complex production and cost data into clear financial recommendations. The position is well suited for someone who enjoys working with detailed information while keeping sight of broader business goals.</p><p><br></p><p>Responsibilities:</p><p>• Build and refine financial models, forecasting tools, and reporting resources that support manufacturing planning, labor needs, overhead spending, capital investments, and operating performance.</p><p>• Work closely with plant leadership and partner teams to create reporting that highlights results across facilities, products, projects, and overall manufacturing activity.</p><p>• Maintain and enhance recurring dashboards and scorecards that track important measures such as efficiency, output, utilization, quality, safety, productivity, and cost trends.</p><p>• Evaluate labor hours, payroll spending, staffing patterns, and productivity data to identify key drivers and support workforce planning decisions.</p><p>• Contribute to annual budgeting and ongoing forecast cycles by analyzing volume assumptions, operating costs, labor requirements, overhead, and capital plans.</p><p>• Assist with monthly close activities by preparing analyses, investigating variances, and improving processes that strengthen the accuracy and timeliness of financial reporting.</p><p>• Produce regular financial and operational summaries for leadership, including clear explanations of risks, opportunities, and notable performance changes.</p><p>• Review manufacturing overhead and departmental expenses to support cost control efforts and improve forecast reliability across the organization.</p><p>• Support capital planning through business case analysis, return evaluations, project tracking, and follow-up reviews of investment outcomes.</p><p>• Partner with operations, engineering, project management, and accounting teams to translate business activity into actionable financial insight and recommendations.</p>
<p><strong>LOCAL BAY AREA CANDIDATES ONLY</strong></p><p><br></p><p><strong>FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY</strong></p><p><br></p><p>As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Partner with business leaders to provide financial analysis and support decision-making.</p><p>Build financial models for forecasting, pricing, profitability, and investments.</p><p>Analyze monthly results, identify variances, and recommend improvements.</p><p>Support budgeting, forecasting, and long-range planning.</p><p>Standardize and improve financial processes, reporting, and analytics.</p><p>Automate reporting and enhance data quality through continuous improvement.</p><p>Prepare KPI dashboards, management reports, and executive presentations.</p><p>Collaborate with operations, engineering, supply chain, and accounting teams.</p><p>Support audits, compliance, and internal controls.</p><p>Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.</p><p>Develop a strong understanding of manufacturing operations and financial drivers.</p><p><br></p><p><br></p>
<p>We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p>This is an excellent opportunity for an analytically minded accounting or finance professional who enjoys working at the intersection of accounting, data, technology, and investment operations.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><br></p>
<p>The <strong>Billing Analyst II</strong> will support B2B billing operations in a fast-paced e-commerce and SaaS environment. This fully remote role will focus on accurate invoicing, contract-based billing, reconciliations, and collaboration with global stakeholders.</p><ul><li>Calculate, generate, review, and deliver <strong>B2B invoices</strong></li><li>Review <strong>commercial contracts and billing terms</strong> to ensure accurate rates and charges</li><li>Process <strong>credit/debit memos</strong> and billing adjustments</li><li>Perform billing reconciliations and research discrepancies</li><li>Respond to billing inquiries and assist with dispute resolution</li><li>Support <strong>month-end close, billing controls, and audit requests</strong></li><li>Collaborate with cross-functional and global teams</li></ul><p><br></p>
We are looking for an experienced Payroll Analyst to support payroll issue analysis, testing coordination, and resolution efforts in San Ramon, California. This is a Long-term Contract position within the healthcare sector, suited for a hands-on, detail-oriented individual who can investigate discrepancies, interpret payroll results, and work effectively across multiple systems. The role calls for someone who can manage competing priorities, communicate clearly with stakeholders, and help drive payroll defects through to closure in a fast-paced environment.<br><br>Responsibilities:<br>• Investigate payroll exceptions and system-related issues by reviewing outputs, tracing root causes, and documenting findings clearly for resolution teams.<br>• Support payroll environment setup activities, data conversion validation, and catch-up transaction review to help maintain accuracy across impacted processes.<br>• Compare payroll test and parallel results, reconcile variances, and recommend corrective actions based on identified calculation or data issues.<br>• Manage defect intake by assessing priority, monitoring status, and escalating critical risks or blockers that may affect payroll delivery.<br>• Coordinate testing activities across teams, including planning schedules, validating process flows, and confirming issue remediation through retesting.<br>• Partner with internal stakeholders and external vendors to address integration-related issues affecting payroll data exchange and downstream processing.<br>• Track recurring problems and defect patterns, then provide practical insights to project leaders to support decision-making and risk mitigation.<br>• Prepare reports, summaries, and dashboards that highlight testing progress, defect trends, open issues, and completed corrective actions.<br>• Maintain organized records of test outcomes, resolutions, key decisions, and lessons learned to support future payroll validation efforts.
We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment.<br><br>Responsibilities:<br>• Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement.<br>• Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs.<br>• Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability.<br>• Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization.<br>• Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency.<br>• Monitor asset inventory data and investigate discrepancies to improve overall control and visibility.<br>• Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces.<br>• Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement***</p><p><br></p><p>We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.</p><p>• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.</p><p>• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.</p><p>• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.</p><p>• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.</p><p>• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.</p><p>• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.</p><p>• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.</p><p><br></p>
<p>We are looking for a Conflicts Analysts join our firm in San Francisco This role focuses on evaluating conflicts of interest for new matters and attorney hires, helping the firm meet ethical standards while supporting business growth. The position works closely with attorneys and risk partners to assess issues, guide resolution steps, and maintain compliance with firm policies and conduct requirements.</p><p><br></p><p>Responsibilities:</p><p>• Assess submissions for new matters and attorney onboarding to identify potential legal or business conflicts and summarize findings for stakeholders.</p><p>• Research clients, related parties, and corporate relationships to build a complete picture for conflict analysis.</p><p>• Prepare and interpret conflict reports, highlighting key risks, affected parties, and items requiring follow-up.</p><p>• Examine waivers, disclosure documents, and engagement terms to confirm they address conflict concerns and align with firm standards.</p><p>• Support review of outside counsel guidelines and apply those requirements when evaluating conflict and ethical wall obligations.</p><p>• Coordinate with attorneys, conflicts personnel, and risk management leaders to resolve issues tied to new business intake and lateral hires.</p><p>• Establish and maintain ethical screens when required, including drafting supporting notices and documentation.</p><p>• Protect highly sensitive client and firm information by exercising sound judgment, discretion, and confidentiality at all times.</p><p>• Contribute to refinements in conflicts and intake procedures, including testing process improvements and assisting with coverage outside standard business hours when needed.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p> </p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
We are looking for a Financial Aid Analyst/Specialist to join our team in Stockton, California on a Contract basis. This role is well suited for an organized individual who can support financial operations, maintain accurate records, and coordinate data-related processes across systems. The ideal candidate brings strong analytical ability, accounting awareness, and hands-on experience managing information with precision in a fast-paced environment.<br><br>Responsibilities:<br>• Manage the transfer and validation of financial and operational data between business systems to support accurate recordkeeping and reporting.<br>• Review existing records for completeness, consistency, and accuracy before processing updates, imports, or reconciliation activities.<br>• Maintain customer, vendor, payment, and billing information while ensuring documentation is organized and current.<br>• Investigate discrepancies in financial or system data and take corrective action to resolve issues in a timely manner.<br>• Perform system testing and quality checks to confirm data integrity, functionality, and dependable workflow performance.<br>• Provide day-to-day support for integration-related issues and collaborate with internal teams to address operational challenges.<br>• Partner with accounting, administrative, and leadership stakeholders to ensure smooth implementation of process and system updates.<br>• Prepare clear user guidance and deliver basic training to staff on updated procedures, tools, and data handling practices.
<p>We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.</p><p>• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.</p><p>• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.</p><p>• Research account activity and related data sources to build well-supported investigative findings.</p><p>• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.</p><p>• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.</p><p>• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.</p>
<p>We are looking for an Accounts Receivable Analyst to join a manufacturing organization in Union City, California on a contract basis with the potential for a permanent position. This position supports daily receivables operations, trade promotion accounting, and core close activities while helping maintain accurate financial records. The ideal candidate is comfortable working across accounting and sales-related processes, investigating payment issues, and using data to improve visibility into deductions and outstanding balances.</p><p><br></p><p>This position is based onsite in Union City, CA.</p><p><br></p><p>Responsibilities:</p><p>• Review customer deductions and promotional claims, confirm proper backup, and align transactions with approved trade programs.</p><p>• Record incoming payments, apply cash accurately, and reconcile customer accounts to maintain current and reliable receivable balances.</p><p>• Investigate shortages, chargebacks, credits, and disputed items by coordinating with customers and internal business partners to resolve open issues.</p><p>• Track aging trends and support collection efforts to reduce overdue balances while preserving strong customer relationships.</p><p>• Prepare and post accounting entries related to deductions, discounts, accruals, commissions, and other assigned financial activity.</p><p>• Reconcile accounts such as accounts receivable and other balance sheet items, researching variances and correcting discrepancies as needed.</p><p>• Assist with month-end and year-end close by validating account activity, supporting accruals, and contributing to accurate financial reporting.</p><p>• Maintain data within trade promotion and related accounting systems, including customer, pricing, product, and accrual information.</p><p>• Contribute to audit support and process improvement initiatives that strengthen receivables controls and deduction management.</p><p>• Analyze spending patterns and exceptions tied to promotional programs, providing insight into budget alignment and unusual variances.</p>
<p>We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
<p>Primary Responsibilities</p><ul><li>Build and maintain financial models, forecasts, and budgets.</li><li>Analyze business performance and prepare management reporting.</li><li>Use data tools, automation, or AI-enabled solutions to improve planning and analysis.</li><li>Support strategic planning, scenario modeling, and decision support.</li><li>Partner with business leaders to evaluate trends and key performance drivers.</li><li>Present findings and recommendations to finance leadership.</li></ul><p><br></p>
We are looking for an experienced Sr. Credit Analyst to support finance operations in California. This Long-term Contract opportunity is ideal for someone who is detail oriented and can evaluate customer risk, strengthen cash flow processes, and collaborate across departments in a fast-moving business environment. The role will contribute to sound credit decisions, efficient order-to-cash execution, and ongoing operational improvements that support company growth.<br><br>Responsibilities:<br>• Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits.<br>• Oversee key activities across the order-to-cash process, including onboarding new customers, reviewing credit requests, validating sales orders, and supporting accurate account setup and billing readiness.<br>• Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt.<br>• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations.<br>• Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing.<br>• Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing.<br>• Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements.<br>• Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
<p>We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
<p>Steven Lahey with Robert Half is looking for an experienced Sr. Financial Analyst to support manufacturing finance activities for an aerospace operation in Stockton, California. This position focuses on turning cost, inventory, and operational data into meaningful insights that help leaders improve profitability, strengthen financial accuracy, and guide business decisions. The role works closely with production, procurement, supply chain, operations, and finance teams to enhance reporting, support planning cycles, and drive better cost performance. For immediate consideration please reach out to (916) 649-0832. </p><p><br></p><p>Responsibilities:</p><p>• Analyze production-related financial results, including materials, labor, overhead, and margin performance, and highlight key drivers behind fluctuations.</p><p>• Review inventory balances and costing outcomes to help maintain accurate valuation, strengthen controls, and support effective stock management decisions.</p><p>• Contribute to budgeting and forecasting activities by assessing cost patterns, operational assumptions, and potential financial impact on business performance.</p><p>• Prepare journal entries, reconciliations, and supporting analysis during month-end close to ensure reliable reporting for manufacturing operations.</p><p>• Monitor cost of goods sold, inventory adjustments, and operational variances to improve transparency and support compliance with accounting standards.</p><p>• Partner with operational leaders to identify savings opportunities, improve productivity, and translate financial findings into practical recommendations.</p><p>• Assist with cross-functional initiatives aimed at improving reporting quality, process efficiency, financial controls, and data integrity.</p><p>• Provide documentation, schedules, and analytical support for internal and external audit requests related to cost accounting and operational finance.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Enjoy putting your accounting knowledge to work while exploring new technology, working with data and spreadsheets, and finding smarter ways to get things done? If you're naturally curious about systems, tools, and process improvements, let's have a conversation!</p><p><br></p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
<p>We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.</p><p>• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.</p><p>• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.</p><p>• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.</p><p>• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.</p><p>• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.</p><p>• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548** </p>
<p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
<p>We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>