52 Results for Financial Data Analyst Jobs in Fairfield, CA

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Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
52 - 60 USD / Hourly
We are looking for a Financial Analyst to support key reporting and performance analysis activities for a healthcare-focused organization in San Francisco, California. This Long-term Contract position is ideal for someone who can translate financial and operational data into clear insights that support timely decision-making. The role will partner closely with finance and accounting teams to monitor revenue, evaluate expense trends, and deliver accurate reporting across multiple departments and service lines. Responsibilities:• Develop and post monthly revenue journal entries by reviewing financial activity across units, divisions, and payer categories within the organization’s revenue systems.• Interpret revenue fluctuations each month and produce concise commentary that highlights underlying drivers, potential exposure, and favorable trends.• Maintain recurring accounts receivable aging and collectability reporting, incorporating weekly analysis of payment risk, denials, and outstanding balances.• Update monthly receivables and adjustment waterfall reporting for multiple service lines, identifying collection patterns among major payers and summarizing overall performance.• Reconcile census-related information against revenue reports, confirm data accuracy, and submit validated figures into Prophix ahead of monthly budget variance discussions.• Support budget variance review meetings by researching discrepancies, preparing supporting analysis, and coordinating with accounting to resolve posting issues whenever possible before meetings occur.• Perform ad hoc financial analysis and special projects as needed to support reporting priorities and operational planning.• Work across more than 30 departments to assess operating expense variances and provide meaningful explanations for budget-to-actual results. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID#00410-0013536469**
2026-11-03T00:00:00Z

Financial Analyst

Woodland, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Analyst to support manufacturing finance through insightful analysis, practical reporting, and strong cross-functional collaboration. This role will help leaders understand operating results, plan future performance, and make sound decisions by turning complex production and cost data into clear financial recommendations. The position is well suited for someone who enjoys working with detailed information while keeping sight of broader business goals. Responsibilities:• Build and refine financial models, forecasting tools, and reporting resources that support manufacturing planning, labor needs, overhead spending, capital investments, and operating performance.• Work closely with plant leadership and partner teams to create reporting that highlights results across facilities, products, projects, and overall manufacturing activity.• Maintain and enhance recurring dashboards and scorecards that track important measures such as efficiency, output, utilization, quality, safety, productivity, and cost trends.• Evaluate labor hours, payroll spending, staffing patterns, and productivity data to identify key drivers and support workforce planning decisions.• Contribute to annual budgeting and ongoing forecast cycles by analyzing volume assumptions, operating costs, labor requirements, overhead, and capital plans.• Assist with monthly close activities by preparing analyses, investigating variances, and improving processes that strengthen the accuracy and timeliness of financial reporting.• Produce regular financial and operational summaries for leadership, including clear explanations of risks, opportunities, and notable performance changes.• Review manufacturing overhead and departmental expenses to support cost control efforts and improve forecast reliability across the organization.• Support capital planning through business case analysis, return evaluations, project tracking, and follow-up reviews of investment outcomes.• Partner with operations, engineering, project management, and accounting teams to translate business activity into actionable financial insight and recommendations.
2026-10-13T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
35 - 50 USD / Hourly
The Robert Half Full-Time Engagement Professionals practice is seeking financial analysts to 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. Responsibilities: <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>
2026-10-26T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
We are looking for a Financial Analyst to support corporate cost centers within a dynamic retail environment in San Francisco, California. This Long-term Contract position will focus on delivering meaningful financial insights, guiding forecasting activities, and helping business leaders make informed operational decisions. The role offers strong visibility across the organization and involves close partnership with finance, accounting, and department stakeholders to improve planning, reporting, and overall financial performance. Responsibilities:• Partner with department leaders to provide financial analysis, forecast updates, and project-based support across multiple corporate functions.• Contribute to monthly and annual close activities by preparing accruals, investigating posting discrepancies, and validating profit and loss results for accuracy and completeness.• Analyze performance against plan, explain key variances, and help develop rolling forecasts for the balance of the fiscal year.• Create clear financial presentations and summaries that translate complex results into practical insights for non-financial and senior stakeholders.• Support the annual budgeting process by coordinating inputs, assembling budget materials, and assisting management through planning cycles.• Maintain budget and forecast data within planning tools such as Anaplan while ensuring required finance reporting is completed on time.• Work with financial systems partners to enhance reporting capabilities, streamline analysis tools, and improve access to decision-support data.• Perform ad hoc financial reviews and data-driven analysis to address emerging business questions and identify opportunities for operational improvement. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013535521**
2026-11-04T00:00:00Z

Accounting Analyst

Stockton, CA
onsite
Temporary to Hire
19 - 22 USD / Hourly
We are looking for an Accounting Analyst to join a financial services organization in Stockton, California on a contract basis with the potential for a permanent role. This position is well suited for someone who combines strong customer service instincts with dependable transaction accuracy in a fast-paced branch environment. The role supports day-to-day financial activity, assists clients with routine account needs, and helps maintain orderly records and controls across teller and accounting-related functions. Responsibilities: • Manage routine financial transactions, including deposits, withdrawals, transfers, and loan or bill payments, with a high degree of accuracy. • Reconcile cash activity at the end of each business day and investigate any discrepancies to ensure balanced records. • Respond to customer questions regarding account activity, service options, and standard banking procedures in a courteous and accurate manner. • Maintain organized transaction documentation and update records in accordance with internal controls and compliance standards. • Recognize opportunities to introduce customers to relevant financial products and services based on their needs. • Support accounting operations tied to accounts payable, accounts receivable, billing, and account reconciliation activities as assigned. • Use banking and accounting systems to enter transaction details, review account information, and preserve data accuracy. • Collaborate with branch and operations staff to ensure smooth daily service and consistent adherence to established procedures.
2026-11-03T00:00:00Z

Financial Analyst - Entry Level

Concord, CA
onsite
Temporary / Contract
26 - 32 USD / Hourly
We are looking for an entry-level Financial Analyst to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams. Responsibilities: • Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.
2026-11-03T00:00:00Z

Business Analyst

Richmond, CA
onsite
Temporary to Hire
50 - 65 USD / Hourly
We are looking for a Business Analyst to join a California team in a contract capacity with the potential to become permanent. This position serves as a key connector between business stakeholders and technical teams, translating operational needs into practical data, reporting, and process improvement solutions. The role focuses heavily on analytics, application support, and continuous improvement within a manufacturing environment, with an emphasis on creating reliable reporting and a consistent source of trusted data. This individual will work across cross-functional initiatives while helping drive project delivery through structured analysis and Agile practices. Responsibilities: • Partner with business leaders and IT teams to gather, clarify, and document requirements for operational and technical initiatives. • Lead data-focused efforts that improve reporting accuracy, strengthen governance, and establish a dependable single source of truth across business functions. • Develop and enhance dashboards and reporting tools in Power BI to support decision-making in areas such as supply chain, accounting, quality, and production performance. • Analyze existing workflows, identify process gaps, and recommend automation opportunities that increase efficiency, consistency, and visibility. • Support enterprise applications and business initiatives by assessing needs, coordinating solutions, and helping standardize processes across teams. • Oversee project progress within an Agile framework, using Azure DevOps to track work, manage priorities, and maintain accountability with development resources. • Perform data validation, cleansing, and analysis activities to improve data quality and ensure information is flowing correctly between systems. • Collaborate with external development teams to review deliverables, clarify expectations, and help keep projects aligned with scope and timelines. • Contribute to readiness planning and business process support for future platform and ERP-related initiatives as needed.
2026-11-02T00:00:00Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions. Responsibilities:<ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
2026-10-28T00:00:00Z

Fund Operations Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae 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. This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes. The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment. What You'll Do:<ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul>
2026-10-22T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
2026-10-20T00:00:00Z

Sr. Financial Analyst

Stockton, CA
onsite
Permanent / Full Time
95000 - 135000 USD / Yearly
Steven Lahey with Robert Half is looking for an experienced Sr. Financial Analyst to support manufacturing finance activities for an aerospace operation in Stockton, California. This position focuses on turning cost, inventory, and operational data into meaningful insights that help leaders improve profitability, strengthen financial accuracy, and guide business decisions. The role works closely with production, procurement, supply chain, operations, and finance teams to enhance reporting, support planning cycles, and drive better cost performance. For immediate consideration please reach out to (916) 649-0832. Responsibilities:• Analyze production-related financial results, including materials, labor, overhead, and margin performance, and highlight key drivers behind fluctuations.• Review inventory balances and costing outcomes to help maintain accurate valuation, strengthen controls, and support effective stock management decisions.• Contribute to budgeting and forecasting activities by assessing cost patterns, operational assumptions, and potential financial impact on business performance.• Prepare journal entries, reconciliations, and supporting analysis during month-end close to ensure reliable reporting for manufacturing operations.• Monitor cost of goods sold, inventory adjustments, and operational variances to improve transparency and support compliance with accounting standards.• Partner with operational leaders to identify savings opportunities, improve productivity, and translate financial findings into practical recommendations.• Assist with cross-functional initiatives aimed at improving reporting quality, process efficiency, financial controls, and data integrity.• Provide documentation, schedules, and analytical support for internal and external audit requests related to cost accounting and operational finance.
2026-10-09T00:00:00Z

Financial Systems & Budget Analyst (Contract)

South San Francisco, CA
onsite
Temporary / Contract
48 - 53 USD / Hourly
Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership. This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration. Key Responsibilities<ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul>
2026-11-03T00:00:00Z

Data Scientist, Growth Analytics

San Francisco, CA
remote
Temporary / Contract
75 - 85 USD / Hourly
We are looking for a Data Scientist/Analyst to support a fintech client in a long-term remote, contract role. This position focuses on measuring growth performance, improving marketing analytics, and translating complex data into clear business recommendations for senior leaders. The ideal candidate brings strong technical depth, practical experimentation expertise, and the ability to work cross-functionally in a fast-moving environment. Responsibilities:• Lead analysis of paid acquisition performance across marketing channels, connecting spend trends to outcomes and broader business impact• Create and maintain dashboards and reporting tools that give leadership clear visibility into growth and marketing results• Assess promotional offers and acquisition strategies using experiments, causal methods, and comparative cohort analysis• Examine channel and cohort performance to uncover drivers of member growth, efficiency, and retention• Review and apply marketing mix modeling results to inform investment planning and budget allocation decisions• Partner with data engineering teams to strengthen attribution methods and improve the reliability of marketing measurement• Build automated analytical workflows using Snowflake, dbt, and related tools to streamline recurring insights• Work closely with marketing, growth, finance, and data partners to shape measurement frameworks and business decisions• Present findings and recommendations to executive stakeholders in a concise and actionable way• Provide guidance to other analytics contributors and help raise standards for high-impact data science work
2026-10-30T00:00:00Z

Security Analyst

Petaluma, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a Security Analyst to join our aviation client in a contract position based onsite in Petaluma, California. This role is ideal for an experienced security specialist who can strengthen daily security operations, investigate threats, and help protect cloud, identity, and endpoint environments. You will work closely with technical partners across IT and security to reduce risk, improve response readiness, and support compliance-focused initiatives. Responsibilities:• Lead the response to security events by containing threats, gathering evidence, escalating issues when needed, and documenting outcomes for follow-up review.• Oversee identity and access activities, including user access reviews, permission governance, and control validation across enterprise systems.• Analyze suspicious authentication activity, compromised accounts, phishing attempts, and other indicators of malicious behavior to determine impact and next steps.• Coordinate vulnerability follow-up efforts with IT teams to drive remediation progress and reduce exposure across the environment.• Track endpoint protection health, device compliance status, and broader security posture to identify gaps requiring attention.• Examine privileged account usage, network security logs, and web access controls to detect abnormal or unauthorized activity.• Maintain and enhance operational security documents such as incident procedures, playbooks, standard operating guidance, and response runbooks.• Prepare recurring security reports and metrics covering incidents, threat trends, vulnerabilities, and operational performance.• Support audit requests, compliance reviews, eDiscovery efforts, and third-party security assessments as part of ongoing governance activities.• Partner with security, infrastructure, and support teams on daily operations, tabletop exercises, and continuous improvements informed by incident findings.
2026-11-02T00:00:00Z

Data Scientist

Sacramento, CA
onsite
Temporary / Contract
65 - 70 USD / Hourly
100% Onsite Role. 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. Must have experience in construction, mining, transportation, manufacturing, energy, or other asset-intensive industries 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.
2026-10-16T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-06T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Finance Associate📍 San Francisco, CA (Hybrid)🏢 Leading Venture Capital Firm💰 Competitive Base + Bonus + Wonderful Benefits A leading investment firm focused on backing innovative, high-growth companies is seeking a Finance Associate to join its collaborative finance team. This role offers broad exposure to venture capital fund operations, fund accounting, valuations, investor reporting, and portfolio analytics within a fast-paced, technology-driven environment. The RoleAs a Finance Associate, you'll play a critical role in the day-to-day operations of multiple investment funds and SPVs, supporting fund accounting, reporting, valuations, and strategic finance initiatives. This position is ideal for someone who enjoys ownership, thrives in a dynamic environment, and wants to build a long-term career in investment management. Key Responsibilities<ul><li>Support monthly and quarterly fund closes, including NAVs, capital accounts, allocations, and reconciliations.</li><li>Assist with investor reporting, audits, tax deliverables, and fund performance reporting.</li><li>Prepare valuation analyses, portfolio reporting, and investment tracking schedules.</li><li>Support transaction execution, cash management, and investment operations.</li><li>Maintain portfolio and fund data, improve processes, and leverage AI and automation tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Fund Accountant📍 San Francisco, CA (Hybrid)🏢 Growing & Respected Investment Platform💰 Competitive Base + Bonus + Awesome Benefits Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth. The RoleThe Finance Associate serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability. What You'll Do<ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven businesses. This is a high-visibility, high-ownership role within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations. Ideal for someone who thinks critically, works independently, and wants meaningful responsibility and growth within a sophisticated investment platform. Strong team culture, process improvement focus, and exposure to AI and automation. Responsibilities<ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for AI and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-17T00:00:00Z

Inventory Analyst

Concord, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment. Responsibilities: • Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement. • Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs. • Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability. • Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization. • Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency. • Monitor asset inventory data and investigate discrepancies to improve overall control and visibility. • Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces. • Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
2026-10-26T00:00:00Z

Billing Analyst: II

San Francisco, CA
remote
Temporary / Contract
28 - 30 USD / Hourly
We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries. Responsibilities:• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548**
2026-11-03T00:00:00Z

AML/KYC Analyst

San Ramon, CA
onsite
Temporary / Contract
35 - 35 USD / Hourly
We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards. Responsibilities: • Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.• Research account activity and related data sources to build well-supported investigative findings.• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.
2026-10-07T00:00:00Z

Accounting Analyst Investment Management $115K $130K + B

San Mateo, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team.This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-10-18T00:00:00Z

Accounting Analyst Investment Management $115K $130K + B

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team. This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-10-18T00:00:00Z

52 results for Financial Data Analyst in Fairfield, CA