Add your latest resume to match with open positions.

22 results for Credit Risk Analyst in Concord, CA

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-06-12T00:00:00Z

Fraud Analyst

San Francisco, CA
onsite
Temporary / Contract
36 - 40 USD / Hourly
About the RoleOur client is seeking a Senior Fraud Analyst to join their team onsite in San Francisco on a contract basis. This role will focus on detecting, investigating, and preventing fraudulent activity while leveraging advanced fraud detection tools and data analysis to mitigate risk across transactions and systems. Key Responsibilities<ul><li>Analyze transactional data to identify suspicious patterns and potential fraud risks</li><li>Investigate fraud alerts, chargebacks, and high-risk activities using fraud detection platforms</li><li>Utilize fraud prevention tools (e.g., Sift, Riskified, Kount, Stripe Radar, or similar) to monitor and mitigate threats</li><li>Conduct deep-dive investigations and document findings, including root cause analysis and recommendations</li><li>Collaborate with cross-functional teams (risk, compliance, finance, and operations) to resolve fraud cases</li><li>Monitor and optimize fraud rules, thresholds, and system performance to reduce false positives</li><li>Prepare reporting dashboards and present fraud trends, KPIs, and insights to leadership</li><li>Support audit and compliance efforts, ensuring adherence to internal controls and regulatory standards</li></ul>
2026-06-23T00:00:00Z

Senior Fraud Analyst

San Francisco, CA
onsite
Temporary / Contract
40 - 47.5 USD / Hourly
We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment. Responsibilities:• Review flagged transactions and make real-time authorization decisions based on risk indicators• Develop and optimize fraud rules, thresholds, and transaction controls• Analyze transaction activity to identify fraud trends and prevention opportunities• Monitor fraud losses, approval rates, and false positives to improve performance• Partner cross functionally with internal teams to strengthen fraud controls and decisioning• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements• Apply knowledge of card authorization workflows, decline responses, and interchange concepts• Identify operational gaps and recommend scalable process improvements in a fast-paced environment
2026-07-02T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
30 - 36 USD / Hourly
Robert Half is looking for a financial analyst to join a well-known company. This is an entry-level to early-career role best suited for someone with strong data entry skills, solid attention to detail, and the ability to work accurately in a fast-paced environment. The Financial Analyst will primarily support the team through high-volume data entry and validation of financial information. The role will involve reviewing P&L data from revenue through gross profit, identifying discrepancies, and helping research root causes. This position does not require advanced reporting or BI tools, but candidates should be comfortable working in Excel and asking questions to ensure accuracy.
2026-06-23T00:00:00Z

Financial Analyst

Oakland, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.
2026-06-20T00:00:00Z

Financial Analyst

Hayward, CA
onsite
Temporary / Contract
38 - 45 USD / Hourly
Position Title: Financial Analyst - Mid LevelEmployment Type: Contract-to-Permanent Compensation: $38 - $45 hourly Position OverviewWe are looking for a detail-oriented and proactive Financial Analyst to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement. Key Responsibilities<ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul>
2026-06-29T00:00:00Z

Financial Analyst

Castro Valley, CA
onsite
Temporary / Contract
38 - 43 USD / Hourly
Our client is seeking a detail-oriented and analytical Financial Analyst to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results. Key Responsibilities:<ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T00:00:00Z

Financial Analyst

Dublin, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our client is seeking a detail-oriented and analytical Junior Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The Junior Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. Financial and Cost Analysis<ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul>Pricing and Margin Support<ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul>Financial Reporting and Month-End Close<ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul>Data Integrity and Process Improvement<ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T00:00:00Z

Senior Wealth Analyst

Menlo Park, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T00:00:00Z

Business Reporting Analyst

Newark, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making. The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics. **Position is fully onsite in Newark, CA 94560****Position is potential contract to hire based on performance - 6-month contract to start out** Key Responsibilities<ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul>
2026-06-19T00:00:00Z

Compensation Analyst

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
We are looking for an experienced Compensation Analyst to join a long-term contract assignment supporting payroll and stock administration activities in San Francisco, California. This role will play a key part in managing complex employee payments, validating tax treatment, and maintaining accurate payroll reporting for a large U.S. employee population, with some exposure to international matters as needed. The position works closely with payroll and stock administration leadership and requires strong Workday expertise, sound judgment, and a high level of accuracy in a fast-paced environment. Responsibilities: • Manage and reconcile special payroll transactions in Workday, including equity-related payments, incentive compensation, cash settlements, and expense adjustments, while confirming correct withholding treatment for each item. • Partner with stock administration leadership to review employee-level settlement details, verify tax outcomes, and assess supporting allocation data provided by external partners. • Perform payroll tax calculations for supplemental earnings, ensuring proper application of federal, state, Social Security, Medicare, and year-end wage reporting requirements. • Create and analyze custom Workday reports and data files to support payment modeling, employee data validation, and payroll balancing activities. • Identify inconsistencies in employee tax profiles, work locations, or withholding results, and escalate issues promptly to support accurate payroll processing. • Administer retirement contribution processing and review time tracking records for eligible non-exempt employees during high-volume payroll periods. • Respond to employee questions related to payment amounts, withholding calculations, and payroll statements with clear and timely guidance. • Assist with U.S.-focused payroll activities tied to a major corporate event and contribute to international payment support when needed.
2026-07-02T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
2026-06-19T00:00:00Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. This role is 100% onsite, and will require up to 10% travel to the various plant locations This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-25T00:00:00Z

Risk and Insurance Assistant

Santa Clara, CA
onsite
Temporary / Contract
31.6635 - 36.663 USD / Hourly
We are looking for a Risk and Insurance Assistant to support administrative and coordination activities across risk, compliance, and insurance programs in Santa Clara, California. This Long-term Contract position is ideal for someone who can manage multiple processes, maintain accurate records, and work closely with campus partners, insurance representatives, and internal leadership. The role focuses on keeping key programs organized, compliant, and responsive while helping the Risk Management Office operate efficiently. Responsibilities: • Administer daily activities for operational risk programs, including support for driver eligibility reviews and youth protection compliance processes. • Review and process program requests, maintain documentation, and monitor completion of certifications, renewals, and related compliance requirements. • Coordinate training schedules, background screening steps, and required records with internal departments to ensure timely program participation. • Track outstanding compliance items, follow up with stakeholders, and bring policy or eligibility concerns to the attention of risk management leadership. • Manage claims-related administration by organizing intake details, maintaining case documentation, and monitoring status updates across insurance matters. • Act as a point of coordination between campus teams, insurance carriers, and third-party administrators to support clear communication and timely issue resolution. • Assist with insurance program administration by collecting renewal information, preparing supporting materials, and maintaining policy and coverage records. • Help oversee office operations by supporting certificate requests, routing risk-related inquiries, maintaining program files, and guiding student assistants as needed. • Contribute to risk management projects, resource development, and departmental efforts to strengthen procedures and reduce operational exposure.
2026-07-02T00:00:00Z

Senior Business Analyst

San Francisco, CA
onsite
Temporary / Contract
60 - 64.5 USD / Hourly
Senior Business AnalystLocation: San Francisco, CA | Hybrid/OnsiteOverviewAn organization within the Advertising and Data Platforms space is seeking a Senior Delivery & Operational Intelligence Analyst to support tactical and strategic operational initiatives across engineering, product, program management, and finance teams.This role is ideal for someone with strong analytical and operational experience who thrives in fast-paced, technology-driven environments. The ideal candidate will bring advanced communication, presentation, project coordination, and stakeholder management skills while supporting leadership teams in driving execution, operational excellence, and strategic planning initiatives.Key Responsibilities<ul><li>Serve as a liaison between senior leadership teams to support ongoing operational initiatives and executive team coordination</li><li>Help standardize operating models, meeting cadences, and communication processes across the organization</li><li>Prepare executive updates, meeting materials, presentations, templates, and status communications</li><li>Support operational programs related to resource planning, budgeting, strategic planning, and organizational reporting</li><li>Partner with engineering, product, program, and finance leadership to support execution of strategic priorities</li><li>Coordinate and support organizational engagement forums including town halls, leadership meetings, and strategic readouts</li><li>Analyze operational challenges, identify opportunities for improvement, and support implementation of solutions</li><li>Manage multiple priorities and adapt quickly in a fast-moving environment</li></ul>
2026-06-26T00:00:00Z

Business Immigration Analyst

San Francisco, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
A San Francisco–based law firm is seeking a Business Immigration Analyst (Entry Level) to support its high-volume corporate immigration practice. This is a contract-to-hire opportunity for a detail-oriented and motivated recent graduate or early-career professional who is interested in developing a long-term career in immigration law. The Business Immigration Analyst will play a key role in supporting attorneys and senior case staff with employment-based visa matters, including H-1B, L-1, TN, and PERM filings. Prior immigration experience is not required, but strong organizational skills and attention to detail are essential. Key Responsibilities<ul><li>Assist with the preparation and filing of employment-based visa petitions, including H-1B, L-1, TN, and PERM applications</li><li>Draft forms, support letters, and petition packets under attorney supervision</li><li>Collect, organize, and review supporting documentation from clients and employees</li><li>Track case status and maintain accurate records in case management systems</li><li>Communicate with clients regarding case updates, document requests, and timelines</li><li>Ensure compliance with immigration regulations and filing requirements</li><li>Support attorneys and senior team members across all stages of case processing</li></ul>
2026-06-22T00:00:00Z

Entry Level Analyst

Dublin, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Our client is hiring an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This role is ideal for a motivated early-career professional who is eager to gain hands-on experience supporting reporting, data review, and business operations. The right candidate will be detail-oriented, organized, and comfortable working with data in a fast-paced environment.Responsibilities:<ul><li>Gather, review, and maintain data for reporting purposes</li><li>Assist in preparing spreadsheets, reports, and summaries for internal teams</li><li>Identify inconsistencies, trends, and data issues for follow-up</li><li>Support day-to-day business analysis and operational tasks</li><li>Partner with team members across departments to fulfill reporting needs</li><li>Maintain documentation and ensure accuracy of records</li><li>Assist with process improvement initiatives and ad hoc projects</li></ul>
2026-06-26T00:00:00Z

Entry Level Analyst

San Ramon, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Our client is seeking an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This is an excellent role for a detail-oriented professional looking to build experience in analysis, reporting, and business operations while contributing to a fast-paced team environment.The Entry-Level Analyst will support day-to-day analytical activities, help organize and interpret data, prepare reports, and assist with identifying trends and process improvements. This role offers strong potential for long-term growth and permanent hire based on performance and business needs.Key Responsibilities:<ul><li>Collect, review, and analyze data to support business decisions</li><li>Prepare routine reports, summaries, and dashboards</li><li>Assist with identifying trends, discrepancies, and opportunities for improvement</li><li>Maintain accurate records and ensure data integrity</li><li>Support cross-functional teams with research and analysis</li><li>Help streamline processes and improve reporting efficiency</li><li>Perform other administrative and analytical duties as needed</li></ul>
2026-06-26T00:00:00Z

Entry Level Analyst

Concord, CA
onsite
Temporary / Contract
24.5 - 27.5 USD / Hourly
Are you a detail-oriented professional with a passion for finance/accounting? Our team is seeking an Entry-Level Analyst/Accounting Clerk for a temporary-to-hire opportunity, supporting accounts receivable, payable, reconciliation, and billing functions. Recent graduates with retail or internship experience are welcome to apply! For immediate consideration, please call apply today! Job Duties<ul><li>Process accounts payable and accounts receivable transactions</li><li>Assist with invoice review, coding, and payment processing</li><li>Prepare routine financial reports and spreadsheets</li><li>Support month-end and year-end closing activities</li><li>Verify accuracy of financial documents and resolve discrepancies</li><li>Maintain organized records for audits and compliance</li><li>Assist with payroll data entry and related administrative tasks</li><li>Communicate with vendors, customers, and internal departments regarding billing or payment questions</li><li>Perform basic account analysis and research transaction issues</li><li>Use Excel and accounting software to track and report financial information</li></ul>
2026-06-22T00:00:00Z

Payroll Analyst

San Francisco, CA
remote
Temporary / Contract
40 - 50 USD / Hourly
We are looking for a Payroll Analyst to join a fast-moving global payroll team in San Francisco, California on a Contract basis. This long-term contract role begins with an initial 3-month term and supports payroll activity across a complex international workforce where urgent questions, exceptions, and shifting priorities are common. The position is well suited to someone who enjoys solving problems, communicating clearly with stakeholders, and working across multiple time zones in a high-volume environment. Responsibilities:• Manage incoming payroll questions, service requests, and escalations by assessing urgency, setting priorities, and driving issues through resolution.• Investigate payroll discrepancies and unusual cases, including off-cycle payments and other exceptions that fall outside standard processing routines.• Examine payroll output and reporting to identify errors, trends, and items requiring follow-up with internal partners or external providers.• Assist with gross-to-net pay reviews, pension-related considerations, and other payroll calculations across international populations.• Provide clear, step-by-step guidance to employees, consultants, and business stakeholders on payroll matters and required actions.• Partner with teams across finance, HR, and other functions to resolve urgent payroll issues affecting workers in multiple countries.• Support global payroll operations spanning several countries, with a strong focus on inquiry management and issue handling during non-processing periods.• Work across multiple payroll platforms and workflow tools, including systems such as Workday, ADP Workforce Now, global payroll solutions, and Jira, as needed.
2026-07-02T00:00:00Z

Wealth Analyst | High-Growth Opportunity with Partner Track

Oakland, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing Location: San Francisco Financial District (Hybrid – 2 days/week) If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for. Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst. What You'll Do✔ Build and refine comprehensive financial plans ✔ Analyze investment portfolios and prepare client recommendations ✔ Create portfolio models and performance reports ✔ Prepare materials for client meetings and participate in client discussions ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies
2026-06-26T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-06-25T00:00:00Z