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28 results for Operational Risk Analyst in Danville, CA

Investment Operations Analyst
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p><strong>Anisa Henry</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>Anisa Henry is partnered with a respected investment management firm seeking an <strong>Investment Operations Analyst</strong> to support the day-to-day operations of its investment funds. This role is responsible for overseeing global trade settlement activities, performing reconciliations, and supporting reporting and regulatory requirements. This position reports to the Head of Trading &amp; Operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with global trade settlement activities for fund transactions, including cash and securities settlement, by coordinating with custodians, brokers, and fund administrators.</li><li>Monitor and report fund cash balances and cash flows, including transfer agency and settlement-related activity.</li><li>Support the execution and monitoring of foreign exchange transactions to meet settlement and liquidity needs.</li><li>Maintain communication with custodians and fund service providers to ensure accurate trade processing and timely settlement.</li><li>Perform daily reconciliations of cash, positions, and transactions, and investigate and resolve discrepancies.</li><li>Monitor, process, and reconcile corporate action events.</li><li>Prepare and review transaction cost analysis (TCA) reports for securities and foreign exchange transactions.</li><li>Assist with the preparation of client, compliance, and regulatory reporting.</li><li>Support adherence to regulatory requirements and reporting obligations.</li><li>Participate in additional operational projects and responsibilities as needed.</li></ul><p><strong>Culture</strong></p><p>This is an excellent opportunity for someone who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.</p><p><br></p><p><br></p><p><br></p>
  • 2026-09-09T00:00:00Z
Investment Operations Analyst
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p><br></p>
  • 2026-09-04T00:00:00Z
Senior Financial Risk Analyst
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 45.809 - 53.042 USD / Hourly
  • We are looking for a Senior Financial Risk Analyst to join a Long-term Contract opportunity based in Menlo Park, California. In this role, you will help strengthen the organization’s approach to liquidity and market risk by delivering thoughtful analysis, practical forecasting insights, and decision-ready reporting. The position works closely with partners across Treasury, Finance, Product, Data, and Engineering to support informed risk decisions in a fast-moving business environment.<br><br>Responsibilities:<br>• Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis.<br>• Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern.<br>• Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation.<br>• Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure.<br>• Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes.<br>• Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights.<br>• Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency.<br>• Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
  • 2026-09-15T00:00:00Z
Sr. Financial Risk Analyst
  • Palo Alto, CA
  • remote
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p>Role: <em>Senior Financial Risk Analyst</em></p><p><strong> </strong></p><p><strong><u>Position Overview</u></strong></p><p><strong>Employment Type:</strong> Full-Time, Robert Half Employee</p><p><em>*Must pass full background check*</em></p><p><strong>Client Assignment:</strong> World Renowned Fintech company </p><p><strong>Initial Term:</strong> Minimum 1 year, with potential for extension based on performance and client needs</p><p><strong>Benefits:</strong> Full employee benefits</p><p><strong>Fully Remote:</strong> <em>Must be US based and work Pacific Standard Time (8a-5p)</em></p><p> </p><p>This is a <strong>full-time position as a Robert Half employee</strong>, dedicated to a client-based project for a <strong>minimum of one year.</strong> The assignment may be extended beyond the initial term based on performance, business needs, and overall fit.</p><p><strong>About the Role</strong></p><p><strong> </strong></p><p>We are seeking a highly analytical <strong>Senior Financial Risk Analyst</strong> to support financial and liquidity risk management within a fast-growing fintech environment.</p><p>This role will focus on <strong>liquidity risk monitoring, financial risk modeling, balance sheet forecasting, and analysis of financial markets and investments</strong>. The analyst will work closely with Treasury, Finance, Data Science, Engineering, and Product teams to identify emerging risks and develop data-driven models, reporting, and processes.</p><p>The ideal candidate is both <strong>quantitative and technically strong</strong>, with experience translating complex financial and risk problems into models, analysis, and actionable insights.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor and report on <strong>financial, liquidity, capital, and counterparty risks</strong>.</li><li>Conduct quantitative analysis of emerging liquidity and financial risks.</li><li>Develop and maintain <strong>liquidity risk models and forecasting frameworks</strong>.</li><li>Forecast key balance sheet and liquidity metrics.</li><li>Perform <strong>VaR, stress testing, scenario analysis, and risk attribution</strong>.</li><li>Analyze financial markets, investment exposures, and key business drivers.</li><li>Partner with Data Science and Engineering teams to build <strong>dashboards, automated alerts, and data pipelines</strong> for Treasury and Risk.</li><li>Collaborate with Finance and Product teams to assess risks associated with new products and business initiatives.</li><li>Build and improve end-to-end risk processes, reporting, and analytical tools.</li></ul><p> </p><p><br></p><p><br></p>
  • 2026-08-28T00:00:00Z
Fraud Analyst
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. </p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
  • 2026-09-02T00:00:00Z
Fraud Analyst
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. <strong>Long-term contract/hybrid role.</strong></p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
  • 2026-09-02T00:00:00Z
Fraud Analyst
  • Benicia, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role.</p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
  • 2026-09-02T00:00:00Z
Analyst
  • Morgan Hill, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 115000 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth.</p><p><br></p><p>Responsibilities:</p><p>• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.</p><p>• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.</p><p>• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.</p><p>• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.</p><p>• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.</p><p>• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.</p><p>• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.</p><p>• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.</p><p>• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.</p><p>• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.</p>
  • 2026-09-02T00:00:00Z
Financial Crimes Analyst - Hybrid
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p>Our client, a leading financial institution, is seeking a <strong>Financial Crimes Analyst</strong> to support a <strong>special project</strong> focused on <strong>fraud detection, transaction monitoring, AML compliance, and customer risk review</strong>. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with <strong>BSA/AML regulatory requirements</strong> and internal financial crimes policies. This is a HYBRID role. </p><p> </p><p>The ideal candidate will have experience in <strong>fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review</strong> within a banking or financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct <strong>KYC, CIP, CDD, and EDD</strong> reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support <strong>BSA/AML compliance efforts</strong> by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul><p><br></p>
  • 2026-09-02T00:00:00Z
Financial Analyst
  • Mountain View, CA
  • remote
  • Temporary / Contract
  • 52.25 - 60.5 USD / Hourly
  • <p><strong>Core Responsibilities</strong></p><ul><li>Generate and run recurring financial reports</li><li>Create, maintain, and update reports</li><li>Perform report variations and modifications as needed</li><li>Support <strong>Cash P&amp;L reporting</strong></li><li>Produce ad hoc financial reports and analysis</li><li>Follow established SOPs and reporting processes</li><li>Support internal finance reporting needs</li><li>Work primarily with finance stakeholders rather than cross-functional business partners</li></ul><p><strong>Tools &amp; Systems</strong></p><ul><li>Google Sheets / Google Suite (primary tool)</li><li>TM1 / IBM Planning Analytics (approximately 50%)</li><li>Open to candidates with: </li><li>Anaplan</li><li>Adaptive Planning</li><li>Hyperion</li><li>Other financial planning/reporting systems</li></ul><p><br></p>
  • 2026-09-17T00:00:00Z
Financial Analyst
  • San Leandro, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>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.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
  • 2026-09-01T00:00:00Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 35 - 49.5 USD / Hourly
  • <p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP&amp;A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
  • 2026-09-15T00:00:00Z
Financial Analyst
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 30 - 38 USD / Hourly
  • <p><strong>Financial Analyst</strong></p><p>The Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
  • 2026-09-01T00:00:00Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 45 - 58 USD / Hourly
  • <p>We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution.</p><p><br></p><p>For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. </p><p><br></p><p><br></p><p>Job Duties</p><ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
  • 2026-09-10T00:00:00Z
Financial Analyst
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 150000 USD / Yearly
  • <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>
  • 2026-09-15T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite.</p><p><br></p><p>Responsibilities:</p><p>• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.</p><p>• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.</p><p>• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.</p><p>• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.</p><p>• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.</p><p>• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.</p><p>• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.</p><p>• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.</p><p>• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.</p>
  • 2026-09-17T00:00:00Z
Business Analytics/Data Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 75 - 90 USD / Hourly
  • <p>Robert Half Management Resources is looking for a Business Analytics/Data Analyst to support one of our clients on an interim basis. This role will contribute to Workday supply chain and procurement efforts by improving data quality, validating converted records, and resolving issues that affect system readiness. The position works closely with project stakeholders to ensure legacy information is accurately prepared, tested, and aligned with business rules in the target environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.</p><p>• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.</p><p>• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.</p><p>• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.</p><p>• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.</p><p>• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.</p><p>• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.</p>
  • 2026-09-16T00:00:00Z
Business Systems Analyst
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 125000 - 155000 USD / Yearly
  • <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>
  • 2026-08-18T00:00:00Z
Treasury Analyst
  • Menlo Park, CA
  • remote
  • Temporary / Contract
  • 28.5 - 33 USD / Hourly
  • We are looking for an experienced Treasury Analyst to support core cash management and banking operations for a fast-paced organization in Menlo Park, California. This is a Long-term Contract position focused on maintaining liquidity visibility, coordinating banking activity, and delivering accurate reporting that supports sound financial decisions. The ideal candidate brings strong treasury operations knowledge, comfort working across banking platforms, and a detail-oriented approach to controls, documentation, and analysis.<br><br>Responsibilities:<br>• Monitor daily corporate cash positions and help maintain clear visibility into available liquidity across accounts.<br>• Coordinate bank account administration, including account setup, closure, and related compliance documentation.<br>• Produce recurring and ad hoc cash reports, including forecast updates that support short- and medium-term planning.<br>• Execute treasury transactions such as wire activity, internal fund movements, debt-related payments, and investment actions with accuracy and timeliness.<br>• Support administration of treasury tools and online banking systems to ensure smooth day-to-day operations.<br>• Uphold treasury policies and internal controls while assisting with audit support for periodic reviews and year-end requirements.<br>• Review banking charges on a regular basis, identify trends, and help document opportunities for cost control.<br>• Prepare and maintain process records and close-related documentation to support operational consistency and compliance.<br>• Contribute to additional treasury initiatives and operational priorities as business needs evolve.
  • 2026-09-15T00:00:00Z
Procurement Analyst
  • Hayward, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 120000 USD / Yearly
  • <p>We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial.</p><p><br></p><p>Responsibilities:</p><p>• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.</p><p>• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.</p><p>• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.</p><p>• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.</p><p>• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.</p><p>• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.</p><p>• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.</p><p>• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.</p>
  • 2026-09-15T00:00:00Z
AML/KYC Analyst
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • We are looking for an AML/KYC Analyst to join a financial crimes compliance team. This long-term contract opportunity is well suited for a detail-oriented individual who can evaluate alerts carefully, apply sound judgment, and document findings with accuracy. The role focuses on frontline review work that helps identify unusual activity and supports regulatory compliance efforts in a fast-paced environment.<br><br>Responsibilities:<br>• Conduct initial reviews of transactional or customer activity alerts to identify potential indicators of suspicious behavior.<br>• Assess findings and decide when matters should be referred for deeper investigation based on risk and supporting evidence.<br>• Support the identification of cases that may warrant regulatory reporting by organizing facts and highlighting relevant concerns.<br>• Examine account and transaction data, perform targeted research, and summarize conclusions in clear written case notes.<br>• Maintain thorough and accurate documentation to demonstrate compliance with applicable AML and KYC standards and internal procedures.<br>• Collaborate with compliance, risk, or investigative partners as needed to clarify information and strengthen case outcomes.
  • 2026-09-15T00:00:00Z
AML/KYC Analyst
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p>We are looking for an AML/KYC Analyst to support financial crimes compliance efforts through careful alert review, research, and case assessment in San Ramon, CA. This Long-term Contract position is well suited for a detail-oriented individual who can evaluate potentially suspicious activity, apply sound judgment, and produce clear investigative documentation. The role offers an opportunity to contribute to risk mitigation by analyzing transactional information, following regulatory expectations, and helping determine when additional review may be needed.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct first-level reviews of alerts to identify unusual or potentially suspicious financial activity.</p><p>• Assess investigative findings and decide when matters should be referred for deeper examination.</p><p>• Support the identification of situations that may warrant suspicious activity reporting based on documented evidence.</p><p>• Examine account and transaction data, synthesize relevant information, and record conclusions with clarity and accuracy.</p><p>• Perform targeted research using available systems and resources while maintaining compliance with applicable AML and KYC standards.</p><p>• Maintain organized case records and ensure all investigative steps are documented in accordance with policy expectations.</p><p>• Collaborate with compliance and risk stakeholders as needed to clarify findings and resolve alert-related questions.</p>
  • 2026-09-15T00:00:00Z
Legal Operations Manager
  • San Jose, CA
  • remote
  • Temporary to Hire
  • 50 - 60 USD / Hourly
  • <p>Tech company is seeking a Legal Operations professional to support the final stages of a CLM platform implementation and take ownership of the system for ongoing administration, support, and optimization. This person will play a key role in ensuring a successful go-live while also managing the platform long term, including workflow enhancements, reporting, data integrity, user support, and continuous improvement.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Support the final phase of CLM implementation, including testing, go-live readiness, issue identification, and resolution.</li><li>Serve as the primary owner and administrator of the CLM platform following launch.</li><li>Manage and improve system workflows, templates, reporting, dashboards, and data entry processes.</li><li>Assess gaps in the current setup and recommend or implement fixes and enhancements.</li><li>Provide ongoing support to users, troubleshoot system issues, and drive adoption of the platform.</li><li>Maintain data quality and ensure the system is configured to support legal and business processes effectively.</li><li>Support the transition away from Apttus/Conga as part of the broader CLM roadmap.</li><li>Partner with internal stakeholders and external implementation resources as needed.</li></ul><p><br></p>
  • 2026-09-02T00:00:00Z
FP&A Analyst
  • Burlingame, CA
  • onsite
  • Temporary / Contract
  • 36 - 55 USD / Hourly
  • <p><strong>Full-Time Engagement Professional (FTEP)</strong></p><p><strong>Location:</strong> San Mateo County, CA (Hybrid)</p><p><strong>Employment Type:</strong> Full-Time</p><p><br></p><p><em>About the Opportunity</em></p><p>Join Robert Half&#39;s Full-Time Engagement Practice and combine the stability of full-time employment with the opportunity to support a variety of organizations across the Peninsula. This role is ideal for a finance professional who enjoys business partnering, forecasting, strategic analysis, and helping leadership make informed decisions that drive growth and profitability.</p><p>This position offers exposure to diverse industries, executive leadership teams, business transformation initiatives, system implementations, and high-impact financial projects.</p><p><br></p><p><em>Position Overview</em></p><p>The FP&amp;A Analyst/Senior FP&amp;A Analyst will support budgeting, forecasting, financial modeling, management reporting, variance analysis, and strategic planning initiatives. The successful candidate will serve as a trusted business partner to finance and operational leaders, delivering actionable insights that improve business performance and support key decision-making.</p><p>The ideal candidate possesses strong analytical skills, financial acumen, and the ability to communicate complex financial information to non-financial stakeholders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Prepare monthly management reporting packages and executive dashboards.</li><li>Perform variance analysis and identify key business drivers impacting performance.</li><li>Build, maintain, and enhance financial models to support strategic decision-making.</li><li>Partner with department leaders to evaluate operational and financial results.</li><li>Analyze revenue, expenses, profitability, headcount, and cash flow trends.</li><li>Support month-end close by partnering with Accounting and Finance teams.</li><li>Prepare board, investor, and executive-level reporting materials.</li><li>Develop KPI reporting and business performance metrics.</li><li>Evaluate investment opportunities and business cases through ROI analysis.</li><li>Support M&amp;A due diligence, integration activities, and strategic initiatives.</li><li>Assist with system implementations, reporting automation, and process improvements.</li><li>Provide ad hoc financial analysis and recommendations to leadership.</li></ul><p><br></p><p><br></p><p><br></p>
  • 2026-09-01T00:00:00Z
Fund Operations Associate
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p><strong>Anisa Henry</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>Join a fast-growing fintech platform transforming how investors and wealth management professionals access and manage private market investments. This role offers the opportunity to play a key part in the operational infrastructure supporting a large and diverse portfolio of private investment funds. </p><p><br></p><p>As a <strong>Fund Operations Associate</strong>, you will oversee critical fund operations processes across the full investment lifecycle, including capital calls, distributions, cash management, investor data administration, and coordination with external service providers. The ideal candidate is highly detail-oriented, thrives in a fast-paced environment, and is passionate about delivering operational excellence while supporting the growth and scalability of a leading private markets platform.</p><p><br></p><p><strong>Why Join This Opportunity?</strong></p><ul><li>Join a rapidly growing private markets platform with significant growth and expansion opportunities.</li><li>Gain exposure to a large and growing fund portfolio while helping scale key operational functions.</li><li>Work closely with executive leadership and contribute to strategic business initiatives.</li><li>Enjoy comprehensive healthcare benefits, including full coverage for employees and eligible dependents.</li><li>Benefit from an unlimited PTO policy and a flexible, employee-focused culture.</li><li>Be part of a technology-driven organization modernizing and automating fund operations and investor workflows.</li><li>Help build scalable processes that improve efficiency, accuracy, and the overall investor experience.</li><li>Thrive in an entrepreneurial environment that values ownership, innovation, and continuous improvement.</li></ul><p><br></p><p><br></p>
  • 2026-09-14T00:00:00Z
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