46 results for Entry Level Financial Analyst in Concord, CA

Financial Analyst - Entry Level

San Francisco, CA
onsite
Contract / Temporary to Hire
43 - 50 USD / Hourly
We are looking for an Entry-Level Financial Analyst to join our team in San Francisco, California. This is a Contract position with the possibility of becoming permanent. In this role, you will contribute to financial planning and analysis, providing valuable insights to support the organization's strategic goals. This is an excellent opportunity to grow your career while making a meaningful impact. Responsibilities:• Prepare monthly, quarterly, and annual financial reports, including variance analysis, forecasting, and performance insights.• Support budget creation and management by partnering with department leaders and ensuring accurate financial inputs.• Conduct financial analysis, including trend analysis, cost-benefit assessments, and modeling to support decision-making.• Track grant budgets, monitor expenditures, and prepare required financial reports for grant-funded programs.• Support annual audit preparation by organizing documentation and ensuring compliance with applicable regulations.• Maintain accurate financial records, recommend process improvements, and collaborate with program and department leaders on financial matters.
2026-03-17T00:00:00Z

Financial Analyst - Entry Level

Menlo Park, CA
onsite
Temporary
33.25 - 38.5 USD / Hourly
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech. Responsibilities: • Assist in developing and maintaining financial models to support forecasting and budgeting processes. • Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights. • Collaborate with cross-functional teams to support business planning and the financial aspects of product development. • Prepare and deliver financial reports and presentations tailored for senior leadership review. • Contribute to process improvements and tool enhancements for financial reporting workflows. • Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives. • Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing. • Support the financial evaluation of new product launches and strategic initiatives. • Monitor market trends and industry developments to inform financial strategies.
2026-03-19T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary
23 - 28 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail. Responsibilities: • Organize and review client tax documents, ensuring all necessary information is included.• Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs.• Prepare and assemble complete tax packets for final review and filing.• Ensure consistency by referencing prior year tax returns and identifying recurring items.• Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements.• Track income sources, capital gains, and pass-through income accurately.• Utilize established checklists to maintain compliance and completeness.• Maintain detailed records and documentation for all client files.• Navigate Excel spreadsheets effectively, including the use of Pivot Tables.• Use company software to manage files and streamline processing.
2026-03-19T00:00:00Z

Entry Level Accountant

Martinez, CA
onsite
Permanent
23.5 - 30.5 USD / Hourly
Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. What You'll Do:<ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul>Why Join Us?<ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
2026-03-06T00:00:00Z

Entry Level Accountant

Hayward, CA
onsite
Permanent
23.5 - 30.5 USD / Hourly
Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant for a full-time role offering hands-on experience with diverse clients, opportunities to build core accounting skills, contribute to impactful projects, expand your professional network, and enjoy the stability of permanent employment. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located on LinkedIn. What You'll Do:<ul><li>Support Accounts Payable and Receivable</li><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul>Why Join Us?<ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
2026-03-06T00:00:00Z

Entry Level Accountant

Martinez, CA
onsite
Permanent
24.5 - 30.5 USD / Hourly
Join Robert Half’s FTEP program as an Entry-Level Accountant to gain hands-on experience across diverse client projects, build in-demand skills, and grow your network—while enjoying the stability and benefits of full-time employment. Apply today. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. What You'll Do:· Assist with general ledger entries and account reconciliations· Support month-end and year-end close processes· Help prepare financial statements and reports· Perform data entry and maintain accurate financial records· Contribute to special projects across multiple industriesWhy Join Us?· Be part of an innovative and respected organization· Build a strong foundation for your accounting career· Gain exposure to different systems, teams, and industries
2026-03-06T00:00:00Z

Entry Level Accountant

San Ramon, CA
onsite
Permanent
23.5 - 30.5 USD / Hourly
Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant for a full-time role offering hands-on experience with diverse clients, opportunities to build core accounting skills, contribute to impactful projects, expand your professional network, and enjoy the stability of permanent employment. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. What You'll Do:<ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul>Why Join Us?<ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
2026-03-06T00:00:00Z

Sr. Financial Analyst

Los Altos, CA
onsite
Temporary
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join our team in Los Altos, California. In this long-term contract position, you will play a pivotal role in leading budget development and administration while ensuring compliance with fiscal management principles, organizational policies, and relevant state regulations. This position offers the opportunity to collaborate with various stakeholders, analyze complex financial data, and provide valuable insights to support decision-making. Responsibilities: • Act as a key advisor to administrators and staff regarding budget development processes, policies, and procedures. • Conduct detailed financial analyses, including variance analysis and financial modeling, to review, audit, and reconcile budgets. • Prepare comprehensive reports featuring narratives, financial interpretations, and actionable recommendations. • Research and analyze financial and statistical data to identify trends and provide insights to management. • Create and present financial documentation, including reports for Board of Trustees meetings. • Process budget adjustments, journal entries, and accruals, ensuring compliance with financial standards. • Monitor expenditures and fiscal activities, addressing potential issues and recommending corrective actions. • Provide technical expertise to program managers and staff on budget-related matters, including changes and transfers. • Maintain and ensure the accuracy of data management systems, generating specialized reports as needed. • Identify and resolve complex budgetary and financial challenges through thorough analysis and forecasting.
2026-03-19T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary
55 - 60 USD / Hourly
Our client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement. This role has the possibility to convert to full time. In this long-term contract role, you will play a key part in driving financial planning and analysis, supporting strategic decision-making, and ensuring compliance with global reporting standards. This position is ideal for someone with strong attention to detail, excellent analytical skills, and a passion for improving financial processes. The expected pay while a contractor is expected to be $55-$60/hr. DOE and location. This is a 100% remote role. Responsibilities:• Lead the preparation and alignment of financial datasets across regions and departments to support strategic reporting and analysis• Perform in-depth analysis of financial trends, identifying anomalies and providing actionable insights to support operational and strategic decisions• Collaborate with Data Governance teams to ensure all reporting complies with global standards and methodologies• Develop and implement automated workflows to enhance the efficiency and accuracy of financial reporting processes• Prepare detailed financial reports tailored to regional needs, focusing on profitability metrics, variance analyses, and resource allocation• Guide analysts who are new to the field in best practices for data validation, report generation, and financial modeling, fostering team growth and knowledge sharing• Partner with cross-regional teams to align forecast inputs with corporate priorities and governance standards• Conduct detailed variance analyses of quarterly forecasts, identifying key drivers and presenting insights to senior leadership• Work closely with Finance Intelligence & Innovation teams to refine forecasting tools and integrate scalable solutions• Support the creation of scenario models and data inputs for senior analysts and finance business partners
2026-03-06T00:00:00Z

Sr. Financial Analyst

American Canyon, CA
onsite
Temporary
35 - 50 USD / Hourly
Our Full-Time Engagement Professionals (FTEP) program provides clients with access to full-time employees of our company who can step in for critical projects and interim assignments. We are seeking an experienced Senior Financial Analyst to join our FTEP team, delivering advanced finance expertise and strategic business support to organizations across various industries.Primary Responsibilities:<ul><li>Lead and support clients’ budgeting, forecasting, and long-range financial planning processes, ensuring alignment with business objectives.</li><li>Analyze financial results, variances, and trends, providing meaningful insights and recommendations to client leadership teams.</li><li>Develop and maintain complex financial models to evaluate business scenarios, capital investments, mergers/acquisitions, or operational initiatives.</li><li>Prepare detailed management reports, dashboards, and presentations to summarize key findings for stakeholders.</li><li>Collaborate closely with client departments—including Accounting, Operations, and Executives—to gather data and support companywide financial initiatives.</li><li>Work with client teams to implement process improvements, enhance reporting accuracy, and optimize financial decision-making.</li><li>Guide or mentor client staff on best practices in financial analysis and reporting, as needed.</li><li>Maintain strict adherence to client and company confidentiality, compliance standards, and financial controls.</li></ul>
2026-03-19T00:00:00Z

Accounting Analyst

Pleasanton, CA
onsite
Contract / Temporary to Hire
38 - 44 USD / Hourly
We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting. Responsibilities:<ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul>For immediate consideration, please contact Dennis at 925-271-4809
2026-03-05T00:00:00Z

Financial Analyst

Burlingame, CA
onsite
Temporary
35 - 40 USD / Hourly
🧾 Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking a detail-oriented Financial Analyst to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments. 💼 What You’ll Do:Prepare and analyze monthly, quarterly, and annual financial reports for client organizationsDevelop financial models to support budgeting, forecasting, and strategic planningPerform variance analysis to identify trends, risks, and opportunities in financial performanceAssist with the annual budgeting process and periodic financial forecastsAnalyze operating results and provide actionable insights to managementPrepare dashboards, KPIs, and management reporting packagesSupport month-end and quarter-end close by analyzing financial results and preparing supporting schedulesConduct profitability, cost, and margin analysis to support business decision-makingCollaborate with accounting, operations, and leadership teams to ensure accurate financial dataAssist with financial system implementations, reporting automation, and process improvementsSupport audit requests and assist with documentation for internal and external reviewsProvide ad-hoc financial analysis and reporting for special projects and strategic initiatives
2026-03-10T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
42 - 49 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes. Responsibilities: • Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. • Develop and maintain financial models to support business planning and forecasting. • Perform ad hoc financial analysis to address specific business needs or challenges. • Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts. • Utilize data mining techniques to extract, analyze, and interpret large datasets. • Collaborate with cross-functional teams to deliver actionable financial insights. • Support strategic planning by providing in-depth analysis and recommendations. • Present findings and reports to stakeholders in a clear and concise manner. • Ensure accuracy and integrity in all financial data and analyses. • Stay updated on industry trends and best practices to enhance analytical methods.
2026-03-17T00:00:00Z

Senior FP&A Analyst

Campbell, CA
onsite
Permanent
110000 - 130000 USD / Yearly
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. Responsibilities:<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>
2026-02-27T00:00:00Z

FP&A Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Payroll Analyst

Pleasant Hill, CA
onsite
Contract / Temporary to Hire
40 - 50 USD / Hourly
We are looking for a skilled Payroll Analyst to join client team in Pleasant Hill, California. This Contract to permanent position offers an opportunity to play a pivotal role in payroll processing, benefits administration, and employee records management within the construction industry. The ideal candidate will bring expertise in handling multi-state payroll operations and demonstrate exceptional organizational skills. Responsibilities: • Process semi-monthly payroll, ensuring accuracy and compliance with company policies.• Maintain and update employee timekeeping records, including paid time off, vacation time, and pay history.• Manage year-end payroll processes, including employee census updates and distribution of W-2 and 1095C forms.• Administer benefits enrollment during open enrollment periods and review monthly enrollments for accuracy.• Terminate benefits for departing employees by the end of their last month of employment and ensure proper payroll deductions for contributions.• Conduct new employee orientations covering benefits enrollment, timekeeping requirements, and company policies.• Respond to inquiries regarding employment verifications, benefit details, and labor law compliance.• Report workplace injuries, vehicle accidents, and other claims to workers’ compensation adjusters and assist with follow-up documentation.• Maintain organized and confidential records, including personnel files, payroll data, and benefits information.• Ensure labor law posters are up-to-date across all divisions and perform miscellaneous administrative duties as needed.
2026-03-17T00:00:00Z

Revenue Reporting Analyst

San Francisco, CA
onsite
Permanent
70000 - 90000 USD / Yearly
We are looking for a Revenue Reporting Analyst to join our team in San Francisco, California. In this role, you will play a vital part in ensuring the accuracy and integrity of revenue-related data to support seamless financial reporting processes. The position offers an opportunity to work closely with both internal teams and external partners, leveraging your analytical expertise to create impactful reports and dashboards that drive business insights. For immediate consideration, please contact Daniel Mok directly via Linked-In. Responsibilities:• Manage the import, validation, and analysis of revenue-related data to support accurate financial reporting.• Collaborate with external data providers to ensure timely delivery of statements and resolve data quality issues.• Oversee the onboarding process for new data providers, ensuring proper documentation and technical specifications are maintained.• Work closely with internal accounting and reporting teams to support accurate financial reporting and efficient period-close activities.• Monitor data ingestion logs and reporting dashboards to proactively identify and address discrepancies.• Assist with system upgrades and data migrations, including testing ingestion tools and platforms.• Design and implement data-driven analyses, creating dashboards and reports tailored to key business metrics.• Conduct ongoing evaluations of business performance metrics and provide actionable insights.• Develop and maintain clear documentation of processes and workflows.• Build strong relationships with external and internal stakeholders to facilitate seamless data operations.
2026-02-23T00:00:00Z

Workday Reporting Analyst

San Ramon, CA
remote
Temporary
70 - 85 USD / Hourly
Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights. Responsibilities:• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.
2026-03-18T00:00:00Z

Senior Reporting Analyst

Emeryville, CA
onsite
Permanent
110000 - 125000 USD / Yearly
We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities. Responsibilities:<ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
2026-03-04T00:00:00Z

Accounts Receivable Accounting Analyst

Concord, CA
onsite
Temporary
25.65 - 29.7 USD / Hourly
We are looking for a detail-oriented Accounts Receivable Accounting Analyst to join our team in Concord, California. In this contract to hire position, you will play a critical role in managing financial transactions, billing and maintaining large data sets in MS Excel. This is an excellent opportunity to utilize your expertise in accounting and Microsoft Excel to support key business operations.Team oriented company, with excellent benefits upon hire! Responsibilities:• Process monthly reports using advanced Excel techniques, including formulas and large data sets, to ensure accuracy and efficiency.• Apply payments to accounts by downloading daily lockbox details• Generate invoices for outstanding balances, prepare billing documents• Balance monthly receipts against bank statements and compile totals for general ledger updates.• Conduct electronic file transfers, receipt processing, and dependent premium collections.• Research receivable balances and provide supporting documents to identify amounts owed.• Ensure all financial records are accurate, organized, and compliant with organizational standards.
2026-03-10T00:00:00Z

Accounts Receivable Accounting Analyst

Concord, CA
onsite
Temporary
24.225 - 28.05 USD / Hourly
We are looking for a detail-oriented Entry Level Analyst to join our team on a contract basis in Concord, California. In this role, you will handle critical accounting tasks related to billing and receivables This position requires expertise in managing large data sets, ensuring accuracy in financial operations, and maintaining effective communication with participating employers. Responsibilities:• Process complex monthly billing reports in Microsoft Excel • Apply payments to accounts by downloading lockbox details, allocating receipts to appropriate funds, and reconciling differences.• Prepare invoices and discrepancy letters for outstanding balances, ensuring accurate billing and documentation.• Balance monthly receipts with bank statements and compile totals for general ledger updates.• Manage electronic file transfers and collections of dependent premiums efficiently.• Investigate and document receivable balances, providing detailed support for liquidated damages and amounts due.
2026-03-16T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent
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.
2026-03-13T00:00:00Z

Wealth Analyst

San Ramon, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z