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32 results for Business Analyst in Fairfield, CA

Business Systems Analyst

Oakland, CA
remote
Permanent / Full Time
125000 - 155000 USD / Yearly
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. Responsibilities:<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

Business Analytics/Data Analyst

San Ramon, CA
remote
Temporary / Contract
75 - 90 USD / Hourly
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. Responsibilities:• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.
2026-09-11T00:00:00Z

Financial Analyst

San Leandro, 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. Key Responsibilities:<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>
2026-09-01T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
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. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-09-10T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
45 - 58 USD / Hourly
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. For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. Job Duties<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

Woodland, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Lisa Cole with Robert Half is partnering with a growing and well-established organization is seeking a Financial Analyst to join its Finance team. This role serves as a key business partner to manufacturing and operations leadership, providing financial analysis, reporting, forecasting, and decision support to help drive operational performance and profitability. The ideal candidate is highly analytical, enjoys working with large data sets, and can translate complex operational data into meaningful business insights. For more information, please call Lisa Cole at 916-649-0832 Key Responsibilities<ul><li>Develop and maintain financial models, forecasts, budgets, and analytical tools to support manufacturing and operational performance.</li><li>Partner with operations, engineering, project management, procurement, and accounting teams to provide financial insights and performance reporting.</li><li>Create and enhance KPI dashboards to track labor efficiency, productivity, utilization, quality, cost performance, and other operational metrics.</li><li>Analyze labor costs, workforce trends, staffing levels, and productivity drivers to support decision-making and resource planning.</li><li>Support annual budgeting, forecasting, and long-range planning processes.</li><li>Assist with monthly close activities, variance analysis, and management reporting.</li><li>Prepare and present weekly, monthly, quarterly, and annual financial and operational reports for leadership.</li><li>Analyze overhead, operating expenses, and project performance to identify trends, risks, opportunities, and cost-saving initiatives.</li><li>Support capital expenditure planning, ROI analysis, business case development, and post-investment reviews.</li><li>Develop scenario analyses and financial models to support strategic initiatives and continuous improvement projects.</li><li>Collaborate across departments to improve data accuracy, reporting consistency, and operational visibility.</li><li>Maintain and improve reporting processes within ERP and business intelligence platforms.</li><li>Utilize tools such as Excel, Power BI, SQL, and automation technologies to streamline reporting and analysis.</li><li>Prepare presentations and decision-support materials for executive and operational leadership.</li></ul>
2026-09-09T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
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. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• 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.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• 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.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-11T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
35 - 50 USD / Hourly
Financial analysts help organizations make sound business decisions by evaluating financial data, forecasting trends and providing actionable insights. These professionals play a key role in budgeting, reporting and strategic planning across departments. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area. <ul><li>Analyzing financial data to identify trends, variances and performance drivers</li><li>Preparing reports, dashboards and presentations for leadership and stakeholders</li><li>Supporting budgeting, forecasting and long-range planning processes</li><li>Conducting profitability, cost and investment analysis to guide decision-making</li><li>Collaborating with cross-functional teams to align financial goals and strategies</li><li>Monitoring key performance indicators (KPIs) and financial metrics</li><li>Building and maintaining financial models to support business initiatives</li><li>Assisting with scenario planning and risk analysis</li><li>Staying current on industry trends, economic developments and financial best practices</li></ul>
2026-09-12T00:00:00Z

Data Analyst

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Data AnalystJob DescriptionSeeking a Data Analyst to collect, analyze, and interpret data to help drive business decisions and improve operational performance.Responsibilities<ul><li>Analyze large datasets and identify trends</li><li>Create reports, dashboards, and visualizations</li><li>Perform data validation and quality checks</li><li>Present findings and recommendations</li><li>Collaborate with cross-functional teams</li></ul>
2026-09-04T00:00:00Z

Benefits Analyst

San Francisco, CA
onsite
Temporary / Contract
37 - 40 USD / Hourly
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy. Responsibilities: • Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations. • Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period. • Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements. • Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes. • Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner. • Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing. • Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments. • Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements. • Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
2026-08-28T00:00:00Z

Accounting Analyst

Sacramento, CA
onsite
Temporary / Contract
25.3365 - 29.337 USD / Hourly
We are looking for an Accounting Analyst to support finance operations for an organization based in Sacramento, California. This Long-term Contract opportunity is ideal for someone who brings strong experience in billing, accounts receivable, reconciliations, and general accounting support within structured funding environments. The role will contribute to accurate financial reporting, timely claim and invoice processing, and dependable recordkeeping across day-to-day accounting activities. Responsibilities: • Manage the full billing cycle by preparing invoices, funding claims, and related reporting with a high level of accuracy and timeliness. • Track submissions, approvals, and open items through organized billing logs, ensuring follow-up is completed when issues arise. • Investigate rejected billings, payment exceptions, and account discrepancies, then take action to resolve outstanding concerns. • Maintain accounts receivable records, update customer or funder balances, and apply incoming payments to the appropriate accounts. • Reconcile receivable activity, review aging trends, and support collection efforts to reduce overdue balances. • Examine unapplied cash, credits, and other payment variances to ensure account activity is properly reflected. • Assist with month-end and year-end close by preparing reconciliations, schedules, and supporting financial documentation. • Provide audit support by gathering requested records and maintaining documentation in accordance with accounting policies and reporting standards. • Partner with the Finance team to identify unusual transactions, address inconsistencies, and support daily accounting operations while preserving confidentiality.
2026-09-03T00:00:00Z

Business Systems Analyst III

San Ramon, CA
remote
Permanent / Full Time
94000 - 138000 USD / Yearly
Robert Half is seeking a Business Systems Analyst III to analyze business challenges and deliver technology solutions that improve processes, efficiency, and business outcomes. This role serves as a senior-level analyst responsible for requirements gathering, solution design, integrations, testing, implementation, documentation, and production support for Workday Financials, Payroll, and HCM. The ideal candidate has strong experience supporting enterprise applications, Workday integrations, business process optimization, and cross-functional collaboration between business and technical teams. What You'll Do Business Analysis & Solution Delivery Analyze business requirements and translate them into scalable system solutions. Ensure applications align with business objectives, operational processes, and strategic goals. Review and provide guidance on solution designs, requirements, and implementation approaches. Lead and support complex projects, system enhancements, and business process improvements. Develop implementation strategies in partnership with business stakeholders. Conduct fit-gap analysis and recommend solutions that balance business needs and technical capabilities. Ensure implemented solutions meet business and user requirements. Workday & Integration Support Support and maintain Workday Financials, Payroll, and HCM solutions. Lead integration analysis, documentation, testing, and post-production support activities. Analyze upstream and downstream system dependencies and integration impacts. Partner with developers, QA teams, and business users to deliver system enhancements and integrations. Ensure production support processes are in place for enterprise applications. Requirements, Testing & Documentation Gather, document, and validate detailed functional and technical requirements. Create process flows, business workflows, specifications, and supporting documentation. Plan and support unit, integration, user acceptance, and deployment testing activities. Track milestones, deliverables, dependencies, and project risks throughout the development lifecycle. Facilitate meetings, workshops, training sessions, and stakeholder communications. Process Improvement Provide guidance, mentoring, and day-to-day support to entry level Business Systems Analysts. Serve as a subject matter expert for Workday and enterprise business applications. Contribute to delivery standards, processes, and best practices. Support organizational change management initiatives and user adoption efforts. Collaborate with business leaders, technical teams, and project stakeholders to drive successful outcomes.
2026-08-18T00:00:00Z

Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-10T00:00:00Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Fraud Analyst

Concord, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
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. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Fraud Analyst

Benicia, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
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. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Fraud Analyst

San Ramon, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
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. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Legal Bill Analyst

Walnut Creek, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
Our client, a well-established Fortune 500 organization, is seeking a Legal Bill Analyst to join its legal operations team for a 3-month contract period with possibily for extension. This role is ideal for a legal billing professional, legal bill reviewer, or workers' compensation defense legal support professional with strong analytical skills and experience evaluating legal invoices. The Legal Bill Analyst will primarily be responsible for reviewing and analyzing outside counsel invoices through CounselLink, ensuring billing practices align with company guidelines and determining whether charges are reasonable and appropriate. This position does not involve direct case handling but does require a solid understanding of workers' compensation defense matters to effectively evaluate billing activity and related documentation. This is a hybrid role with candidates expected to report on-site to the Walnut Creek office 3 days a week and work remotely 2 days a week. Key Responsibilities<ul><li>Review and analyze legal invoices submitted through CounselLink.</li><li>Evaluate billing entries for accuracy, reasonableness, and compliance with established billing guidelines.</li><li>Identify billing discrepancies, questionable charges, and guideline exceptions.</li><li>Communicate with internal stakeholders regarding invoice review findings and billing-related questions.</li><li>Review documents, correspondence, and claim-related information within the claims management system as needed to support invoice evaluations.</li><li>Apply knowledge of workers' compensation defense practices to assess the appropriateness of legal services billed.</li><li>Maintain accurate records and documentation of invoice review decisions.</li><li>Support legal operations and claims teams with additional billing and reporting-related projects as assigned.</li></ul>
2026-09-02T00:00:00Z

Data Scientist

Sacramento, CA
onsite
Temporary / Contract
65 - 70 USD / Hourly
We are looking for a Data Scientist to support advanced analytics and machine learning initiatives in Sacramento, California. This Long-term Contract position focuses on creating practical, production-ready solutions that improve operational decision-making, with an early emphasis on predictive maintenance and fleet performance in asset-heavy environments. The role works closely with business leaders and technical teams to turn complex data into reliable models, useful insights, and scalable AI capabilities. Responsibilities: • Build, test, and implement machine learning and analytical models using operational, maintenance, and telemetry data to improve equipment reliability and reduce unexpected downtime. • Create pilot solutions with measurable success criteria, then develop high-performing concepts into stable model pipelines suitable for ongoing production use. • Convert analytical results into clear recommendations, dashboards, or decision-support outputs that help both technical teams and business stakeholders act with confidence. • Partner with data engineering teams to shape requirements for data intake, transformation, feature creation, and model delivery across the broader data environment. • Document methodologies, assumptions, dependencies, and performance results to support transparency, repeatability, and effective model governance. • Provide input on enterprise data architecture needs from a data science perspective, including dataset design, feature availability, experiment tracking, and model readiness. • Identify data limitations, quality concerns, and enrichment opportunities that could influence model accuracy or business value. • Work with cross-functional partners to define new analytics and AI opportunities and assess external tools or vendor-developed solutions when needed.
2026-09-10T00:00:00Z

Financial Crimes Analyst - Hybrid

San Ramon, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Our client, a leading financial institution, is seeking a Financial Crimes Analyst to support a special project focused on fraud detection, transaction monitoring, AML compliance, and customer risk review. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with BSA/AML regulatory requirements and internal financial crimes policies. This is a HYBRID role. The ideal candidate will have experience in fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review within a banking or financial services environment. Key Responsibilities <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 KYC, CIP, CDD, and EDD 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 BSA/AML compliance efforts 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>
2026-09-02T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Anisa Henry is partnered with a respected investment management firm seeking an Investment Operations Analyst 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 & Operations. Key Responsibilities<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>CultureThis 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.
2026-09-09T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid 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. Key Responsibilities<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>
2026-09-04T00:00:00Z

Data Engineer

San Francisco, CA
remote
Temporary / Contract
65 - 70 USD / Hourly
We are looking for a Contract Data Engineer to support financial systems and data operations in San Francisco, California. This is a remote on-going contract. This role will work across Finance, Systems, and Engineering to improve data reliability, strengthen integrations, and enhance platforms that support billing, accounts payable, and quote-to-cash workflows. The ideal candidate brings deep technical expertise with NetSuite and Snowflake, along with strong coding skills to diagnose issues, streamline processes, and build scalable solutions in a complex systems environment. Responsibilities:• Build, monitor, and refine data pipelines that move financial and transactional information across internal platforms and enterprise systems.• Investigate data issues, resolve integration failures, and improve the overall accuracy and consistency of business-critical datasets.• Develop and maintain middleware solutions that connect NetSuite, Salesforce, Snowflake, and custom applications.• Partner with Finance, Systems, and Engineering stakeholders to deliver technical enhancements that support accounting operations and downstream reporting.• Implement improvements within NetSuite and related financial systems to better support billing, accounts payable, and quote-to-cash processes.• Troubleshoot code and system behaviors using SQL, Python, and related tools to identify root causes and restore reliable performance.• Support integration workflows between Salesforce and NetSuite, ensuring stable data exchange and operational continuity.• Evaluate and contribute to automation initiatives, including AI-enabled workflow opportunities that can reduce manual effort and improve efficiency.
2026-08-31T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-08-14T00:00:00Z

Senior Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z