<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><br></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>
<p>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.</p><p><br></p><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><p><br></p>
<p><strong>Contract Financial Analyst (2–3 Months) – South San Francisco</strong></p><p>We are seeking a detail-oriented <strong>Financial Analyst</strong> for a 2–3 month contract in South San Francisco. In this role, you will support critical financial planning, analysis, and reporting functions, working closely with cross-functional teams to drive business decisions during a busy project cycle.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct financial analysis, forecasting, and modeling to support project and departmental goals.</li><li>Assist with budgeting, expense tracking, and variance analysis.</li><li>Prepare and present clear financial reports and summaries for management review.</li><li>Streamline processes and enhance financial controls to ensure data integrity.</li><li>Utilize tools such as Excel; experience with Workday or Tyler Munis is highly preferred.</li><li>Collaborate with various teams to ensure timely collection and accuracy of financial data.</li></ul><p><br></p>
<p>We are looking for an experienced Financial Analyst to join our team in the Palo Alto area, on a contract basis. In this role, you will provide critical support to the finance director by streamlining operational financial planning and analysis (FP& A) processes and ensuring accurate reporting. This position is ideal for someone who is detail-oriented, experienced in advanced financial tasks, and comfortable collaborating across departments.</p><p><br></p><p>Responsibilities:</p><p>• Generate and manage detailed expense reports to ensure accurate tracking and analysis.</p><p>• Oversee headcount reporting and forecasting processes to align with organizational goals.</p><p>• Develop and maintain budgets while providing precise forecasting to support decision-making.</p><p>• Assist in month-end closing activities, including identifying accruals and reconciling accounts.</p><p>• Review and analyze open purchase order (PO) reports to ensure proper management.</p><p>• Monitor and manage expenses, with a focus on marketing spend, ensuring cost efficiency.</p><p>• Scrub, validate, and analyze financial data to maintain integrity and reliability.</p><p>• Collaborate with vendors to investigate invoices and resolve discrepancies in PO closures.</p><p>• Partner with non-finance business stakeholders to provide financial insights and guidance.</p>
<p><strong><em>Financial Analys</em></strong>t (Full-Time, Hybrid – San Mateo & Palo Alto)</p><p>Engagement Professional Practice Group – Robert Half</p><p><em>Position Overview</em></p><p>We are seeking a driven and analytical Financial Analyst to join our Engagement Professional Practice Group. This is a full-time, hybrid role supporting clients in the San Mateo and Palo Alto areas. As an Engagement Professional, you will be a full-time employee of Robert Half, working on a variety of client engagements while benefiting from consistent pay, stability, and professional growth.</p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial data to support business decisions, forecasting, and strategic planning</li><li>Prepare and maintain budgets, forecasts, and variance analyses</li><li>Build and update financial models to evaluate performance and business opportunities</li><li>Develop dashboards and reports for management and stakeholders</li><li>Partner with cross-functional teams to gather data and provide insights</li><li>Monitor key performance indicators (KPIs) and identify trends or risks</li><li>Support month-end and quarter-end close processes</li><li>Assist with financial planning and analysis (FP& A) activities</li><li>Ensure accuracy and integrity of financial data across systems</li><li>Ad hoc analysis and reporting as needed</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is focused on supporting the finance director with operational financial planning and analysis, streamlining reporting processes, and ensuring accurate financial data management. You will play a key role in providing insights into expenses, headcount forecasting, and budgeting to drive informed decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Prepare detailed expense reports and ensure accurate tracking of costs across various departments.</p><p>• Conduct headcount reporting and forecasting to align staffing plans with organizational goals.</p><p>• Develop and maintain budgets and forecasts, ensuring alignment with strategic objectives.</p><p>• Provide support during month-end closing processes, including identifying accruals and reconciling accounts.</p><p>• Analyze open purchase order reports and assist in resolving outstanding items.</p><p>• Manage and monitor marketing expenses, ensuring adherence to budget limits.</p><p>• Review and validate financial data to ensure accuracy and consistency.</p><p>• Collaborate with cross-functional teams to investigate vendor invoices and address discrepancies.</p><p>• Utilize advanced Excel techniques such as pivot tables and lookups to perform in-depth data analysis.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Menlo Park, California. In this Contract to permanent position, you will play a vital role in budget management, workforce planning, and financial reporting for executive leadership. This is an exciting opportunity to contribute to key organizational decisions by providing accurate and insightful financial analysis.<br><br>Responsibilities:<br>• Manage end-to-end budget planning and workforce allocation to ensure financial goals are met.<br>• Analyze cost drivers and recommend adjustments to optimize spending.<br>• Prepare and deliver comprehensive financial reporting packages for executive leadership.<br>• Track budgets against actuals and variances, providing actionable insights to stakeholders.<br>• Collaborate with teams to monitor headcount and resource allocation.<br>• Create detailed forecasts to support strategic planning initiatives.<br>• Utilize tools like Google Sheets for effective analysis and reporting.<br>• Present findings and recommendations to senior management for informed decision-making.<br>• Ensure compliance with financial regulations and internal policies.<br>• Support ad hoc analysis and reporting requests as needed.
<p>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.</p><p><br></p><p>Responsibilities:</p><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>
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.<br><br>Responsibilities:<br>• Assist in developing and maintaining financial models to support forecasting and budgeting processes.<br>• Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights.<br>• Collaborate with cross-functional teams to support business planning and the financial aspects of product development.<br>• Prepare and deliver financial reports and presentations tailored for senior leadership review.<br>• Contribute to process improvements and tool enhancements for financial reporting workflows.<br>• Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives.<br>• Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing.<br>• Support the financial evaluation of new product launches and strategic initiatives.<br>• Monitor market trends and industry developments to inform financial strategies.
<p>We are looking for a Senior Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is ideal for an experienced and detail-oriented individual with a strong background in financial planning and analysis (FP& A). You will play a key role in supporting the finance director by streamlining reporting processes and ensuring precise expense and headcount management.</p><p><br></p><p>Responsibilities:</p><p>• Prepare detailed expense reports and ensure accurate tracking.</p><p>• Manage headcount reporting and provide reliable forecasting.</p><p>• Develop and maintain budgets and financial forecasts.</p><p>• Assist with month-end close activities, ensuring all necessary adjustments are completed.</p><p>• Identify and record accruals to maintain accurate financial records.</p><p>• Review open purchase order (PO) reports and address discrepancies.</p><p>• Oversee expense management, including marketing spend, ensuring alignment with budgets.</p><p>• Scrub and validate financial data for accuracy and completeness.</p><p>• Collaborate with non-finance teams to address financial inquiries and resolve vendor-related issues.</p>
<p>We are looking for a skilled Financial Analyst for one of our clients. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. This role involves analyzing financial and operational data to uncover trends, identify opportunities, and support strategic decision-making. If you have a passion for leveraging data to drive business improvements, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial and operational data to identify performance trends, key drivers, and opportunities for growth and margin improvement.</p><p>• Evaluate membership metrics, including growth, pricing, retention, and revenue performance across various regions, clubs, and programs.</p><p>• Support strategic initiatives such as pricing optimization, new product launches, and membership strategy development.</p><p>• Conduct ad-hoc analyses to address critical business questions and provide actionable, data-driven recommendations.</p><p>• Collaborate with FP& A leadership and cross-functional teams to assess the success of business initiatives and inform strategic decisions.</p><p>• Analyze the impact of pricing strategies and promotional campaigns on customer retention, membership growth, and lifetime value.</p><p>• Develop and maintain financial models, forecasts, budgets, and long-term business plans to support planning efforts.</p><p>• Create scenario planning and sensitivity analyses to evaluate potential outcomes of pricing changes, promotions, and operational initiatives.</p><p>• Design and maintain recurring financial and operational reports, including variance analysis, labor productivity, and membership trends.</p><p>• Build automated dashboards and analytical tools using platforms like Tableau or Power BI to enable timely insights and decision-making.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Fremont, California. In this role, you will play a critical part in analyzing financial data, developing models, and supporting key decision-making processes. The ideal candidate will have expertise in cost accounting, financial modeling, and manufacturing operations.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain complex financial models to support strategic planning and forecasting.<br>• Conduct variance analysis to compare actual performance against budgets and forecasts.<br>• Perform ad hoc financial analyses to address specific business challenges or opportunities.<br>• Apply cost accounting principles to evaluate and optimize manufacturing product costs.<br>• Review and analyze inventory costs to ensure accurate reporting and valuation.<br>• Assist in the month-end close process by preparing journal entries and reconciliations.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Utilize NetSuite and other tools to streamline financial reporting and analysis.<br>• Support the development and implementation of standard cost accounting practices.
<p>We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
<p>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.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.</p><p>• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.</p><p>• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.</p><p>• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.</p><p>• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.</p><p>• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.</p><p>• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.</p><p>• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.</p><p>• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.</p>
Our client in Hayward, CA is seeking a motivated Cost Analyst for a long-term contract-to-permanent opportunity. If you have a passion for process improvement and financial analysis, this could be the ideal position for you. <br> Collect, analyze, and report on cost-related data for products and projects Support standard cost updates and variance analysis Work closely with manufacturing, supply chain, and finance teams Prepare regular cost analysis reports for senior leadership Assist in the development of annual budgets and forecasts Maintain cost accounting policies and support audit requirements
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes. </p><p><br></p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success. </p><p><br></p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow. </li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders. </li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts. </li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution. </li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues. </li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting. </li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations. </li></ul>
<p>Robert Half Management Resources is looking for a detail-oriented Workday Payroll Business Analyst to contribute to a major Workday Financials and Payroll implementation project for one of our clients on an interim basis. This position plays a vital role in transitioning complex payroll operations into a streamlined Workday environment, ensuring compliance with multi-state regulations and union-specific requirements. As a long-term contract opportunity, this role offers the chance to collaborate across Payroll, Finance, and IT teams while addressing the unique operational needs of a healthcare organization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and maintain Workday Payroll settings, including earnings, deductions, taxes, pay groups, and complex workflows.</p><p>• Facilitate the migration of payroll data from legacy systems such as Lawson S3, PeopleSoft, and Dayforce into Workday.</p><p>• Lead requirements gathering, document system configurations, and oversee user acceptance testing and parallel testing cycles.</p><p>• Develop and manage integrations using Workday EIBs and other tools, while generating advanced reports to support data reconciliation.</p><p>• Map payroll processes to the general ledger and ensure accuracy in financial reconciliations and accruals.</p><p>• Ensure compliance with multi-state taxation laws, garnishment rules, and retro-pay policies.</p><p>• Address unique healthcare workforce needs, including union rules, shift differentials, and 24/7 operational requirements.</p><p>• Provide technical support and troubleshoot payroll interfaces, ensuring seamless data flow across systems.</p><p>• Collaborate with cross-functional teams to align payroll processes with organizational goals and regulatory requirements.</p>
<p>We are seeking a skilled Sourcing Analyst to join our team in San Francisco, California. In this role, you will partner cross-functionally to strengthen vendor relationships, negotiate contracts, and drive more effective procurement strategies. This is a long-term contract opportunity within a fast-paced, evolving environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Develop and execute indirect procurement initiatives to drive efficiency and value</p><p>• Negotiate supplier contracts, ensuring favorable terms and policy compliance</p><p>• Manage contract review processes in collaboration with legal and key stakeholders</p><p>• Lead vendor rationalization efforts to improve performance and reduce costs</p><p>• Oversee the full vendor lifecycle, including onboarding, performance management, and offboarding</p><p>• Conduct financial analysis and build dashboards to support procurement decisions</p><p>• Identify and mitigate vendor-related risks while ensuring compliance standards are met</p><p>• Provide training and guidance to stakeholders on procurement best practices</p><p>• Address supplier performance issues to maintain service quality</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are offering an opportunity for a Senior Tax Accountant in Sacramento, California, United States. This role is crucial in managing relationships with clients and handling various accounting tasks within our organization. It is a chance to work in a dynamic environment, where you will be responsible for ensuring the accuracy and efficiency of our financial operations. This opportunity is hybrid and offers a great compensation and benefits package. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and build relationships with clients.</p><p>• Oversee and perform accounting and bookkeeping tasks.</p><p>• Utilize QuickBooks for various financial operations.</p><p>• Handle inquiries related to tax, payroll, and sales for small businesses.</p><p>• Ensure accurate and efficient processing of customer credit applications.</p><p>• Maintain and update customer credit records regularly.</p><p>• Show initiative in anticipating and resolving potential problems.</p><p>• Exercise good judgment and decision-making skills in handling customer accounts.</p><p>• Prioritize and manage multiple tasks effectively and independently.</p><p>• Implement month-end close procedures for customer accounts.</p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
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.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>