<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<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. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area.</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>Lisa Cole with Robert Half is partnering with a growing manufacturing organization that is seeking a Financial Analyst to support finance with a focus on <strong>cost accounting, inventory forecasting, and operational finance</strong>. This role partners closely with Operations and Supply Chain to improve financial performance, inventory efficiency, and working capital. </p><p>Key Responsibilities</p><ul><li>Own plant cost accounting, including standard costs, BOM/routings, labor and overhead rates, absorption, and inventory valuation</li><li>Analyze manufacturing variances (material, labor, overhead, yield, mix) and communicate drivers</li><li>Develop and maintain inventory forecasts aligned to demand, production, and MRP outputs</li><li>Analyze inventory KPIs including turns, and support reserve modeling</li><li>Support budgeting, forecasting, and long‑range planning for plant operations</li><li>Partner with Operations on OEE, throughput, labor efficiency, and continuous improvement initiatives</li><li>Support capital projects, fixed assets, and depreciation tracking</li></ul><p><br></p><p><br></p>
<p>The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the company's budgeting, forecasting, financial modeling, and strategic planning efforts. This role partners closely with Finance leadership and business stakeholders to analyze financial performance, identify trends, and provide insights that support operational and executive decision-making.</p><p>Responsibilities</p><ul><li>Prepare annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Develop and maintain financial models to support business planning and scenario analysis.</li><li>Analyze monthly financial results and explain budget-to-actual variances.</li><li>Prepare executive reporting packages, dashboards, and KPI reporting.</li><li>Partner with department leaders to develop budgets and monitor spending.</li><li>Support month-end reporting, board presentations, and ad hoc financial analysis.</li><li>Identify opportunities to improve financial reporting processes and forecasting accuracy.</li></ul>
<p>Senior Financial Analyst – Full-Time Engagement Professional</p><p><strong>Robert Half Professional Staffing Engagement</strong></p><p><br></p><p>Robert Half is seeking an experienced <strong>Senior Financial Analyst</strong> for a full-time engagement opportunity with one of our valued clients. This role is ideal for a seasoned finance professional with expertise in financial planning and analysis (FP&A), financial modeling, budgeting, forecasting, and strategic business partnering. The ideal candidate will provide meaningful financial insights, influence key business decisions, and support executive leadership through data-driven analysis and reporting.</p><p>Responsibilities</p><ul><li>Lead the preparation of financial analyses, executive reports, and performance dashboards</li><li>Develop and maintain complex financial models to support budgeting, forecasting, long-range planning, and strategic initiatives</li><li>Analyze monthly, quarterly, and annual financial results, providing detailed variance analysis and actionable recommendations</li><li>Lead annual budgeting and rolling forecast processes in partnership with department leaders</li><li>Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities to improve business performance</li><li>Partner with cross-functional teams to evaluate financial performance, support operational initiatives, and drive strategic decision-making</li><li>Perform profitability, pricing, capital investment, and cost-benefit analyses</li><li>Prepare presentations and financial summaries for senior leadership and executive management</li><li>Support mergers and acquisitions, business case development, and special finance projects as needed</li><li>Ensure the accuracy and integrity of financial reporting, models, and analytical data</li><li>Identify and implement process improvements to enhance reporting efficiency and financial planning capabilities</li></ul><p><br></p><p><br></p>
<p>We are looking for a Data Analyst to support reporting, dashboard development, and business-focused data investigations for a financial services team. <strong>This long-term, remote contract position</strong> is based in San Francisco, California, and offers the opportunity to work remotely while partnering closely with stakeholders to deliver clear, timely insights. The ideal candidate brings strong analytical expertise, hands-on experience with modern BI tools, and the ability to manage priorities effectively in a fast-paced, sprint-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine recurring reports and analytical outputs that help business partners make informed decisions.</p><p>• Develop, update, and enhance dashboard solutions in Looker to meet evolving stakeholder needs.</p><p>• Investigate data questions and resolve reporting issues related to business operations and client-focused requests.</p><p>• Manage assigned work within a sprint-based workflow, handling incoming tickets and adjusting priorities as needed.</p><p>• Collaborate with cross-functional stakeholders to gather requirements, confirm scope, and communicate delivery timelines.</p><p>• Provide ongoing analytics support through BI and reporting platforms, translating data into actionable insights.</p><p>• Maintain a balanced workload between stakeholder coordination and hands-on analysis, ensuring both communication and execution remain strong.</p>
<p>Robert Half Management Resources is looking for an experienced Business Analytics/Data Analyst to support one of our clients on interim basis. This long-term contract position focuses on analyzing, transforming, and validating complex financial and operational data to help ensure accurate loading into a Workday environment. The role is ideal for someone who combines strong General Ledger knowledge with advanced Microsoft Fabric and Power BI capabilities. You will work alongside project, finance, and systems teams to improve data quality, strengthen reconciliation processes, and deliver actionable reporting throughout the engagement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead data preparation, transformation, and validation activities across multiple legacy financial and operational source systems for Workday-related data loads.</p><p>• Examine General Ledger data, chart of accounts relationships, and transaction-level records to confirm accuracy, completeness, and alignment with target structures.</p><p>• Design, enhance, and maintain Microsoft Fabric pipelines, staging layers, and data models that support large-scale enterprise analytics and migration work.</p><p>• Create Power BI dashboards and reconciliation reporting that provide visibility into data quality, exception tracking, migration status, and balancing results.</p><p>• Partner with finance stakeholders, functional leads, and subject matter experts to investigate discrepancies, clarify mapping rules, and resolve data issues.</p><p>• Perform detailed analysis of high-volume, multi-source datasets to identify anomalies, trends, and risks that could affect migration outcomes.</p><p>• Support testing, cutover readiness, and post-load verification activities by monitoring results and confirming that loaded data meets business expectations.</p>
<p>Robert Half Management Resources is looking for a Business Analytics/Data Analyst to support one of our clients on an interim basis. This role will contribute to Workday supply chain and procurement efforts by improving data quality, validating converted records, and resolving issues that affect system readiness. The position works closely with project stakeholders to ensure legacy information is accurately prepared, tested, and aligned with business rules in the target environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.</p><p>• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.</p><p>• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.</p><p>• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.</p><p>• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.</p><p>• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.</p><p>• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.</p>
<p>Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support.</p><p><br></p><p>The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability.</p><p><br></p><p>For confidential consideration or additional information, please contact: <strong>Robyn Rosemon 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.</p><p>• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.</p><p>• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.</p><p>• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.</p><p>• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.</p><p>• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.</p><p>• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.</p><p>• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.</p><p>• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.</p>
<p>Robert Half's Full-Time Engagement Professionals (FTEP) Program offers accounting and finance professionals the unique opportunity to enjoy the stability of full-time employment while gaining exposure to a variety of companies, industries, systems, and strategic initiatives.</p><p><br></p><p>In this onsite role in Sonoma County, as a <strong>Senior Financial Analyst</strong>, you will support clients across the Bay Area on high-impact projects involving FP&A, financial modeling, budgeting, forecasting, reporting, business partnering, and process improvement initiatives. Assignments may range from supporting high-growth startups to established public companies, private equity-backed organizations, nonprofits, healthcare organizations, and manufacturing businesses.</p><p>This role is ideal for a finance professional who enjoys solving complex business challenges, quickly adapting to new environments, and serving as a trusted advisor to executive leadership teams.</p><p>Key Responsibilities</p><ul><li>Develop and maintain annual budgets, rolling forecasts, and long-range financial plans.</li><li>Build and enhance financial models to support strategic decision-making, business cases, and investment analyses.</li><li>Analyze revenue, operating expenses, cash flow, profitability, and key business metrics.</li><li>Prepare monthly, quarterly, and annual financial reporting packages for executive leadership.</li><li>Partner with department leaders to identify trends, risks, opportunities, and cost-saving initiatives.</li><li>Create dashboard reporting and KPI analysis to improve business visibility and decision-making.</li><li>Support M&A activities, including due diligence, acquisition modeling, and post-acquisition integration analysis.</li><li>Conduct variance analysis and provide actionable recommendations to management.</li><li>Assist with board, investor, and executive-level presentations.</li><li>Evaluate business processes and implement reporting automation and efficiency improvements.</li><li>Support ERP implementations, system conversions, and reporting enhancements.</li><li>Collaborate cross-functionally with Accounting, Operations, Sales, HR, and Executive Leadership teams.</li></ul><p>Typical Client Projects</p><ul><li>Building forecasting models from scratch for rapidly growing organizations.</li><li>Supporting budgeting and planning cycles during periods of transformation.</li><li>Performing profitability and margin analysis across products, customers, or business units.</li><li>Creating executive dashboards and KPI reporting packages.</li><li>Assisting with fundraising, investor reporting, or strategic planning initiatives.</li><li>Providing interim FP&A leadership during employee leave, turnover, or organizational restructuring.</li><li>Supporting mergers, acquisitions, divestitures, and integration projects.</li><li>Leading financial analysis efforts during ERP implementations and business process transformations.</li></ul><p><br></p>
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.<br>• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.<br>• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.<br>• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.<br>• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.<br>• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.<br>• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.<br>• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
<p>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p><br></p>
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>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>We are looking for an Accounts Receivable Analyst to join a service-focused organization in Concord, California on a contract basis with the potential for a permanent position. In this role, you will oversee a large portfolio of enterprise customer accounts, combining analytical problem-solving with proactive collections support to improve payment performance and customer satisfaction. This opportunity is well suited for someone who can organize high-volume account activity, investigate billing and payment issues, and collaborate across teams to resolve obstacles efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee a high-volume portfolio of enterprise receivable accounts, tracking account status, prioritizing follow-up, and driving timely payment activity across a complex customer base.</p><p>• Investigate delinquent balances by researching billing details, purchase order issues, payment history, and account structure to determine the source of delays.</p><p>• Reconcile multifaceted customer accounts that may include numerous locations, services, and active account lines under a single client relationship.</p><p>• Partner with sales, customer care, branch teams, and customers to address disputes, remove barriers to payment, and improve the overall collections process.</p><p>• Carry out commercial collections activities, including outreach on past-due invoices, resolution of unpaid balances, and arrangement of practical payment solutions when appropriate.</p><p>• Respond to billing-related questions, refund requests, account adjustments, and dispute inquiries with a strong customer service mindset and attention to accuracy.</p><p>• Prepare customer-specific billing support and accommodate specialized invoicing needs to align with client requirements.</p><p>• Maintain complete and accurate account documentation in internal records to support collection efforts, account research, and follow-up actions.</p><p>• Help customers navigate payment access options, including portal support and alternative payment methods, to encourage faster resolution of outstanding balances.</p><p>• Contribute to projects and process-related assignments as needed, while helping organize and streamline large account groupings into a more manageable structure.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p>We are looking for a Power BI Analyst to join a healthcare organization in San Francisco, California on a contract basis. In this role, you will turn operational and business data into clear, reliable reporting tools that support decision-making across the organization. The position is well suited for someone who combines business analysis expertise with strong Power BI development skills and a careful approach to data accuracy, documentation, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain Power BI datasets, dataflows, semantic layers, and related reporting structures that support ongoing analytical and operational needs.</p><p>• Produce scheduled reports for business stakeholders, ensure timely distribution, and investigate reporting issues or data discrepancies when they arise.</p><p>• Partner with BI leadership on project-based analysis and ad hoc requests by creating reporting solutions, validating output, documenting methods, and testing updates.</p><p>• Create, publish, and enhance dashboards and reports in Power BI while following established request intake, prioritization, and change control practices.</p><p>• Oversee report refresh activities, monitor dashboard performance, and resolve data or processing issues to keep business intelligence products dependable.</p><p>• Carry out quality review procedures for new and existing reports to confirm that results are accurate, consistent, and aligned with business expectations before release.</p><p>• Improve report efficiency and scalability through data model refinement, query optimization, and targeted enhancements to the reporting environment.</p><p>• Maintain clear business and technical documentation, including metric definitions, report specifications, and supporting reference materials based on team standards.</p><p>• Reconcile and validate data across multiple source systems to strengthen confidence in reporting outputs and support data warehouse improvement efforts through testing and implementation assistance</p>
<p>Our client is seeking a Data Scientist II – Generative AI to join a cutting-edge team focused on building scalable, production-ready AI solutions that transform business workflows and deliver measurable impact across global operations. This role is ideal for professionals passionate about leveraging Generative AI technologies, creating intelligent agents, and driving innovation at scale.</p><p><br></p><p>You will design and implement GenAI-powered agents that streamline internal processes, enhance productivity, and support business development initiatives. Responsibilities include developing robust prompt engineering frameworks, building RAG pipelines, and converting prototypes into production-ready solutions. You’ll collaborate closely with engineering and business teams to ensure solutions meet diverse client needs and are optimized for global deployment.</p><p><br></p><p>Key projects include extending the company’s GPT platform, creating AI agents that improve efficiencies for RFP development, onboarding materials, and SOW requirements. Success in this role means quickly ramping up on backlog projects, delivering high-priority initiatives, and staying ahead of emerging GenAI frameworks to continuously advance internal AI capabilities.</p>
<p>We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.</p><p>• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.</p><p>• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.</p><p>• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.</p><p>• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.</p><p>• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.</p><p>• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.</p>
We are looking for a Senior FP&A Analyst to provide high-impact financial planning support with a primary emphasis on operating expenses and workforce reporting in San Francisco, California. This Long-term Contract position will partner closely with finance leadership to improve visibility into spending, strengthen forecast accuracy, and reduce time spent on manual reporting activities. The ideal candidate brings strong analytical judgment, communicates effectively with cross-functional stakeholders, and is comfortable working through detailed financial data to support business decisions.<br><br>Responsibilities:<br>• Produce recurring and ad hoc analysis on operating expenses, highlighting trends, risks, and key drivers for leadership review.<br>• Develop and maintain headcount reports and workforce forecasts to support planning across teams and business functions.<br>• Support budget cycles and rolling forecasts by preparing models, consolidating inputs, and explaining variances against plan.<br>• Assist with month-end activities by preparing financial reporting, investigating differences, and coordinating follow-up items with business partners.<br>• Evaluate transactions to determine appropriate accruals and help ensure expenses are recorded in the proper period.<br>• Analyze open purchase order activity, follow up on outstanding items, and help resolve questions related to vendor invoices and PO closures.<br>• Oversee expense management with particular attention to marketing-related spend, ensuring reporting is accurate and aligned with budgets.<br>• Review, reconcile, and validate financial datasets to improve data quality and support reliable decision-making.<br>• Collaborate with non-finance stakeholders to gather inputs, clarify spending activity, and translate financial information into actionable insights.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced and strategic finance manager for a manufacturing company in greater Sacramento. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. In this role, you will oversee financial operations, drive innovation through advanced technologies, and provide critical insights to support organizational success. This position requires a proactive individual with expertise in financial analysis, reporting, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>-Drive the modernization of finance capabilities by embedding emerging tools and data-driven approaches into daily operations, enabling stronger insight and faster, better-informed decisions.</p><p>-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.</p><p>-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.</p><p>-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.</p><p>-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.</p><p>-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.</p><p>-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.</p><p>-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.</p>
<p>We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</p>
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment.<br><br>Responsibilities:<br>• Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions.<br>• Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances.<br>• Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives.<br>• Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions.<br>• Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments.<br>• Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning.<br>• Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity.<br>• Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
<p><strong>Overview</strong></p><p>We're seeking an experienced Enterprise Merchant Services Analyst to oversee payment operations, merchant services, and PCI DSS compliance for a large, complex organization. This role partners with Finance, Treasury, IT, Information Security, and external vendors to deliver secure, compliant, and efficient payment solutions.</p><p>Responsibilities</p><ul><li>Serve as the subject matter expert for merchant services, payment processing, and PCI DSS compliance.</li><li>Manage merchant accounts, payment technologies, and user access.</li><li>Lead merchant onboarding, payment gateway implementations, and payment system upgrades.</li><li>Conduct risk assessments, audits, and compliance reviews.</li><li>Develop and maintain payment policies, procedures, and documentation.</li><li>Partner with internal stakeholders and external banking/payment vendors to support business needs.</li><li>Identify opportunities to improve controls, processes, and the overall payment experience.</li></ul>