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51 results for Senior Business Analyst in Fairfield, CA

Senior Financial Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 71.25 - 82.5 USD / Hourly
  • <p>We are looking for an experienced Senior Financial Analyst with Alteryx experience to join a team in Mountain View, California on a Long-term Contract basis. This position will lead high-level financial planning and analysis efforts, turning complex data into practical recommendations that support business performance. The role will partner with leadership to strengthen forecasting, budgeting, and reporting processes while providing clear insight into financial results and operational trends.</p><p><br></p><p>Responsibilities:</p><ul><li>Own financial forecasting and month‑end close support for Professional Services, including revenue, labor costs, margins, and accruals</li><li>Develop and maintain forecasts for headcount, utilization, billable rates, backlog, and project profitability</li><li>Partner with Accounting to ensure accurate revenue recognition and cost allocation in accordance with policy and GAAP</li><li>Prepare and deliver any applicable monthly and quarterly financial reporting packages, highlighting key drivers, risks, and opportunities</li><li>Identify opportunities to improve forecasting accuracy, reporting scale/efficiency, and data transparency (eg PS month-end close / accruals, renewal/retention rate levels of detail, customer account hierarchy alignment)</li><li>Help design, integrate and implement scalable FP&amp;A processes, tools, and dashboards with AI driven solutions (eg Alteryx, other ML models) </li><li>Train finance team members on new tools and automated workflows</li><li>Continuously improve SLA performance, cycle times, and data quality without degrading service</li></ul>
  • 2026-05-18T00:00:00Z
Senior Financial Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 60 - 65 USD / Hourly
  • We are looking for a Senior Financial Analyst to join a corporate finance team in San Francisco, California, where you will translate complex financial data into practical insight for business leaders. This Long-term Contract position is suited for a detail-oriented finance specialist who can strengthen forecasting, improve visibility into performance, and support thoughtful decision-making across the organization. The role combines hands-on modeling, consolidated reporting, and close partnership with cross-functional stakeholders in a dynamic SaaS or technology environment.<br><br>Responsibilities:<br>• Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&amp;A into a cohesive company-wide outlook for leadership review.<br>• Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth.<br>• Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision.<br>• Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting.<br>• Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions.<br>• Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts.<br>• Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
  • 2026-05-18T00:00:00Z
Senior Fraud Analyst
  • Daly City, CA
  • onsite
  • Temporary / Contract
  • 38 - 42 USD / Hourly
  • We are looking for a Senior Fraud Analyst to support transaction monitoring and authorization risk strategy for a card portfolio in San Francisco, California. This Long-term Contract opportunity is suited for an experienced, detail-oriented individual who can lead fraud decisioning, strengthen detection logic, and improve approval outcomes while controlling loss exposure. The role calls for strong issuer-side expertise, sound judgment in real-time environments, and the ability to work effectively across teams in a fast-moving setting.<br><br>Responsibilities:<br>• Oversee day-to-day fraud review activity for card transactions, making informed real-time decisions on whether to clear or block suspicious authorizations.<br>• Develop and refine fraud controls by adjusting rule logic tied to transaction velocity, spending behavior, and merchant-related risk signals.<br>• Examine transaction patterns and fraud data to uncover new threats and recommend targeted monitoring strategies.<br>• Optimize the balance between fraud prevention and customer experience by reducing unnecessary declines while protecting against losses.<br>• Work closely with product, risk, and operations partners to improve authorization performance and strengthen fraud response processes.<br>• Use fraud platforms and decisioning tools to maintain effective monitoring workflows and enhance rule performance.<br>• Apply knowledge of card authorization processes, decline responses, and interchange considerations to strengthen fraud strategies.<br>• Contribute analytical insight in a dynamic environment where priorities may shift quickly and practical solutions are needed.
  • 2026-05-18T00:00:00Z
Senior Financial Analyst (Sales Finance)
  • San Leandro, CA
  • onsite
  • Permanent / Full Time
  • 105000 - 115000 USD / Yearly
  • <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>
  • 2026-04-24T00:00:00Z
Sr. Financial Analyst
  • Dublin, CA
  • onsite
  • Temporary / Contract
  • 60 - 75 USD / Hourly
  • <p>Our manufacturing client in Dublin is seeking a Sr. Financial Analyst for a 3-6 month engagement. This role is ideal for a finance specialist who can translate complex operational and financial data into practical guidance for leadership and cross-functional teams. The role will focus on reporting, planning, cost performance, and inventory insight while partnering closely with operations to improve decision-making and business results. This is a hybrid role requirings 3 days/week onsite in Dublin and is expected to pay between $60-$75/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver recurring financial reports, forecasts, and performance updates that help site leadership evaluate operational results and business priorities</p><p>• Analyze spending patterns, manufacturing costs, and performance gaps to identify root causes and provide practical recommendations for improvement</p><p>• Maintain the accuracy of financial records by overseeing journal entries, reconciliations, and adherence to established reporting and compliance standards</p><p>• Work with operations finance and local stakeholders to improve reporting workflows, increase efficiency, and expand the use of automation in financial processes</p><p>• Partner with operations leaders to support cost reduction, productivity improvement, and stronger financial visibility across the site</p><p>• Coordinate the annual planning cycle for operations functions, consolidating inputs and helping departments align budgets with business objectives</p><p>• Build and support dashboards, scorecards, and analytical reporting tools that strengthen performance monitoring and management discussions</p><p>• Track inventory-related metrics such as turnover, valuation, and utilization, and collaborate with supply chain and manufacturing teams to improve inventory effectiveness</p><p>• Share financial insights, benchmarking ideas, and process improvement opportunities that contribute to operational excellence across the broader manufacturing network</p>
  • 2026-04-30T00:00:00Z
Sr. Financial Analyst
  • Petaluma, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <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&amp;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&amp;A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
  • 2026-05-14T00:00:00Z
Sr. Financial Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 71.25 - 82.5 USD / Hourly
  • 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.
  • 2026-04-24T00:00:00Z
Senior Cost Accountant
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 115000 USD / Yearly
  • <p>Our Client is looking for a Senior Cost Accountant to take charge of essential financial processes and contribute significantly to a dynamic and expanding organization. This position is ideal for someone with strong attention to detail, cost accounting expertise, and a proactive approach to problem-solving. If you thrive in fast-paced environments and enjoy working collaboratively across teams, this role is an excellent opportunity to make a meaningful impact.</p><p><br></p><p>Responsibilities:</p><p>• Establish and manage standard costs for co-manufactured products.</p><p>• Conduct detailed analyses of product-level variances to identify cost drivers.</p><p>• Contribute to inventory valuation, audit readiness, and month-end closing activities.</p><p>• Validate and reconcile invoices and charges from co-manufacturers.</p><p>• Collaborate with teams across Finance, Procurement, and Operations, as well as external partners.</p><p>• Assist in budgeting, forecasting, and conducting cost sensitivity analyses.</p><p>• Ensure accuracy in cost data and enhance data integrity within organizational systems.</p><p>• Develop scalable processes to improve efficiency and streamline costing operations.</p>
  • 2026-05-01T00:00:00Z
Senior Cost Accountant
  • Pleasanton, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 111000 USD / Yearly
  • We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations.<br><br>Responsibilities:<br>• Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making.<br>• Prepare monthly cost reports and provide insights to plant leadership and finance teams.<br>• Investigate variances between standard and actual costs, offering detailed explanations and recommendations.<br>• Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards.<br>• Maintain and update Bills of Materials (BOMs) in partnership with production teams.<br>• Assist in creating annual budgets and rolling forecasts for manufacturing costs.<br>• Contribute to cost projections for new product launches and trials to support strategic planning.<br>• Identify opportunities for cost-saving and efficiency improvements within production processes.<br>• Ensure compliance with internal controls, industry standards, and company policies.<br>• Support audits related to manufacturing costs and assist in maintaining accurate financial records.
  • 2026-05-08T00:00:00Z
Senior Accountant
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 110000 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth execution of month-end processes and reconciliation tasks.</p><p><br></p><p>Responsibilities:</p><p>• Complete detailed account reconciliations and analyses, promptly resolving discrepancies and ensuring timely entry of all transactions.</p><p>• Maintain compliance with GAAP and understand key accounting standards such as ASC 606 and ASC 842.</p><p>• Support month‑end and year‑end close activities, including monthly reconciliation and analysis.</p><p>• Assist with annual audit preparation by creating schedules, addressing auditor requests, and coordinating with external audit teams.</p><p>• Identify and support improvements to balance sheet reconciliation processes.</p><p>• Participate in ad‑hoc projects and perform other assigned duties.</p>
  • 2026-04-21T00:00:00Z
Senior Accountant
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 61.75 - 71.5 USD / Hourly
  • We are looking for an experienced Senior Accountant to support key accounting operations for a long-term contract opportunity based in San Francisco, California. This role is ideal for a highly organized individual who can manage core financial close activities, maintain accurate records, and contribute strong technical accounting knowledge in a dynamic environment. The position requires regular in-office collaboration three days per week, Tuesday through Thursday, and will work closely with stakeholders involved in banking-related and technology-focused accounting matters.<br><br>Responsibilities:<br>• Lead recurring close activities by preparing and reviewing entries, reconciling balances, and ensuring timely completion of monthly accounting deliverables.<br>• Maintain the integrity of the general ledger through detailed analysis, correction of discrepancies, and support of accurate financial reporting.<br>• Prepare journal entries with appropriate support and ensure transactions are recorded in accordance with accounting standards and company policy.<br>• Perform detailed reconciliations across balance sheet accounts, including cash activity and bank accounts, and resolve outstanding items efficiently.<br>• Manage fixed asset accounting by tracking additions, disposals, depreciation, and related documentation.<br>• Support accounting considerations tied to technology and software-related costs, including proper classification and treatment of applicable transactions.<br>• Evaluate assets for potential impairment indicators and assist with related accounting analysis and documentation.<br>• Partner with internal teams to address accounting needs connected to commercial banking operations and other finance-related activities.
  • 2026-05-15T00:00:00Z
Senior Accountant
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>We are recruiting for a detail-oriented and experienced Senior Accountant to support divisional financial operations and ensure accurate, timely financial reporting in compliance with GAAP and company standards. This hands-on role is responsible for general ledger management, reconciliations, month-end close, financial reporting support, cash reporting, payroll support, and maintaining strong internal controls. The Senior Accountant will work closely with Finance Leadership and operational teams to support reporting accuracy, audit readiness, and process consistency across the organization.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform month-end and year-end close activities, journal entries, and account reconciliations</li><li>Support preparation of monthly, quarterly, and annual financial statements</li><li>Maintain accuracy and integrity of the general ledger and subsidiary ledgers</li><li>Assist with budgeting, forecasting, variance analysis, and financial reporting</li><li>Support payroll accounting and reconcile payroll-related accounts</li><li>Prepare daily and monthly cash flow reports and bank reconciliations</li><li>Ensure compliance with GAAP, company policies, and internal controls</li><li>Collaborate cross-functionally to improve processes and reporting efficiency</li><li>Support audits and maintain audit-ready documentation</li></ul><p><br></p>
  • 2026-05-14T00:00:00Z
Supply Chain Analyst
  • Benicia, CA
  • onsite
  • Temporary to Hire
  • 26.6 - 35.5 USD / Hourly
  • <p>We are looking for a skilled Supply Chain Analyst to join our team in Benicia, California on a hybrid basis. This Contract-to-permanent position offers an opportunity to support a dynamic supply chain team in driving efficient inventory management and procurement processes. The ideal candidate will bring expertise in planning, forecasting, and supply chain operations to help meet organizational goals. </p><p><br></p><p>Responsibilities:</p><p>• Develop and manage inventory planning and forecasting processes to maintain optimal stock levels and meet customer service goals.</p><p>• Update and maintain planning tool parameters, including lead times, service levels, inventory targets, and other relevant inputs.</p><p>• Analyze historical data and supplier-specific factors to recommend adjustments to inventory levels and reorder points.</p><p>• Collaborate with Brand Management to integrate market trends, sales strategies, and brand initiatives into forecasting and procurement decisions.</p><p>• Work closely with Logistics and Operations teams to ensure the efficient and cost-effective movement of inventory.</p><p>• Provide data-driven insights and input to support the development and execution of brand strategies.</p><p>• Conduct special projects and assignments as needed to support supply chain objectives.</p>
  • 2026-05-06T00:00:00Z
Sr. Credit Policy Analyst
  • Vacaville, CA
  • onsite
  • Permanent / Full Time
  • 105000 - 130000 USD / Yearly
  • <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>
  • 2026-05-12T00:00:00Z
Entry Level Analyst
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 23.275 - 26.95 USD / Hourly
  • <p>We are looking for an Accounts Receivable Analyst to join our client on a Contract to hire basis in Contra Costa County. This role supports account analysis, billing activity, and payment application. The ideal candidate brings strong Excel skills, sound accounting knowledge, and the ability to manage high-volume financial data with accuracy and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Manage large and complex data in Microsoft Excel - using formulas </p><p>• Record incoming payments </p><p>• Prepare and issue invoices and resolve variances, shortages, or unresolved balances.</p><p>• Transfer, receive, organize, and maintain electronic files and related records </p><p>• Reconcile cash receipts against bank reporting and compile accurate totals for general ledger updates and month-end accounting support.</p><p>• Investigate outstanding receivable balances, calculate related charges such as damages or adjustments, and assemble backup for billing support.</p><p> </p>
  • 2026-05-11T00:00:00Z
Workday Payroll Business Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 65 - 80 USD / Hourly
  • <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>
  • 2026-05-18T00:00:00Z
Customer Due Diligence Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 42.75 - 49.5 USD / Hourly
  • We are looking for a Customer Due Diligence Analyst to join a fintech organization in a Long-term Contract position supporting onboarding and risk review activities. Based in San Francisco, California, this opportunity is well suited for someone who can assess customer information, maintain compliance standards, and help create a seamless onboarding experience. The role calls for strong judgment, comfort working independently, and the ability to manage priorities in a fast-moving regulated environment.<br><br>Responsibilities:<br>• Conduct due diligence assessments for prospective and existing customers to support compliant onboarding decisions.<br>• Evaluate customer records and submitted documentation to confirm accuracy, completeness, and adherence to internal standards.<br>• Assist with identity verification and related review workflows tied to customer risk evaluation.<br>• Investigate inconsistencies, unusual findings, or missing information and elevate concerns when further review is needed.<br>• Work closely with cross-functional partners to keep onboarding activities efficient and aligned with compliance expectations.<br>• Maintain clear and organized case documentation to support audit readiness and operational transparency.<br>• Contribute to process improvement efforts by identifying opportunities to strengthen review quality and turnaround times.
  • 2026-05-06T00:00:00Z
Sr. Compliance Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 38 - 44 USD / Hourly
  • <p>We are looking for a Sr. Compliance Analyst to support regulatory oversight for financial product marketing activities in San Francisco, California. This Long-term Contract position focuses on reviewing materials and practices for alignment with federal banking and financial compliance standards while partnering closely with marketing and business stakeholders. The ideal candidate brings strong experience interpreting regulatory expectations, identifying risk, and helping teams maintain compliant processes in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review marketing content and related financial product materials to ensure compliance with applicable federal regulations and internal policy standards.</p><p>• Partner with marketing and cross-functional teams to provide guidance before launch, helping reduce regulatory risk across campaigns and customer-facing communications.</p><p>• Evaluate business activities for potential compliance concerns involving banking regulations, anti-money laundering controls, and Bank Secrecy Act obligations.</p><p>• Conduct compliance assessments and document findings, recommendations, and required follow-up actions for stakeholders and leadership.</p><p>• Analyze regulatory requirements tied to financial products and translate them into practical review criteria for day-to-day business use.</p><p>• Use Excel formulas and reporting tools to organize review results, track issues, and support compliance monitoring activities.</p><p>• Collaborate with underwriting, risk, and operational teams when questions arise related to loan products or regulated marketing practices.</p><p>• Escalate high-risk items promptly and contribute to remediation efforts to strengthen controls and improve review quality.Marketing Compliance Reviewer – FinTech (UDAAP &amp; TILA Focus)</p><p><br></p><p>We are seeking a detail-oriented Marketing Compliance Reviewer to support regulatory oversight of all customer-facing marketing and advertising materials across our financial products. This role will focus on ensuring compliance with UDAAP, TILA, and other applicable federal regulations, partnering closely with Marketing, Product, and Design teams to mitigate regulatory risk while enabling effective customer communication. The ideal candidate brings deep expertise in consumer protection laws and experience reviewing digital marketing content within a fast-paced fintech or lending environment.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Review and approve all marketing materials (digital, web, email, social, and campaigns) for compliance with UDAAP, TILA, and related regulations</p><p>Partner closely with Marketing, Product, and Design teams to ensure compliant messaging across all financial product offerings</p><p>Evaluate disclosures, claims, rates/terms presentation, and promotional language to identify and mitigate regulatory risk</p><p>Provide clear, actionable feedback on marketing copy, layouts, and user flows to align with compliance standards</p><p>Review designs and marketing assets in Figma and manage feedback and approvals through Jira</p><p>Identify compliance gaps in marketing practices and recommend remediation or process improvements</p><p>Support development of marketing compliance guidelines, review frameworks, and approval processes</p><p>Assist with audit readiness, regulatory exams, and internal monitoring related to marketing activities</p><p>Stay current on regulatory changes and proactively advise Marketing on impacts to campaigns and messaging</p><p><br></p><p><br></p>
  • 2026-04-25T00:00:00Z
Revenue Reporting Analyst
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p>We are looking for a Revenue Reporting Analyst to join our team in San Francisco, California. In this role, you will play a vital part in ensuring the accuracy and integrity of revenue-related data to support seamless financial reporting processes. The position offers an opportunity to work closely with both internal teams and external partners, leveraging your analytical expertise to create impactful reports and dashboards that drive business insights. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Manage the import, validation, and analysis of revenue-related data to support accurate financial reporting.</p><p>• Collaborate with external data providers to ensure timely delivery of statements and resolve data quality issues.</p><p>• Oversee the onboarding process for new data providers, ensuring proper documentation and technical specifications are maintained.</p><p>• Work closely with internal accounting and reporting teams to support accurate financial reporting and efficient period-close activities.</p><p>• Monitor data ingestion logs and reporting dashboards to proactively identify and address discrepancies.</p><p>• Assist with system upgrades and data migrations, including testing ingestion tools and platforms.</p><p>• Design and implement data-driven analyses, creating dashboards and reports tailored to key business metrics.</p><p>• Conduct ongoing evaluations of business performance metrics and provide actionable insights.</p><p>• Develop and maintain clear documentation of processes and workflows.</p><p>• Build strong relationships with external and internal stakeholders to facilitate seamless data operations.</p>
  • 2026-05-08T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 100000 USD / Yearly
  • <p>Our client is looking for a Senior Financial Analyst to join our team in San Francisco, California. In this role, you will play a critical part in driving financial planning and analysis efforts, partnering with operations and leadership to deliver actionable insights. Your expertise will help shape strategies that enhance financial performance and operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain pro forma financial models for new business opportunities and expansion projects.</p><p>• Conduct scenario and sensitivity analyses to evaluate the financial impact of operational variables, such as labor costs and participation rates.</p><p>• Assist in the preparation of annual budgets and rolling forecasts to align with organizational goals.</p><p>• Analyze key cost drivers, including labor, food expenses, and cost per unit, to identify trends and variances.</p><p>• Collaborate with operations teams to ensure financial performance aligns with service delivery models.</p><p>• Provide actionable recommendations to improve margins and overall financial health.</p><p>• Aggregate, validate, and standardize financial and operational data across multiple locations.</p><p>• Create clear, concise reports and presentations to communicate financial insights to stakeholders.</p><p>• Partner with leadership and cross-functional teams to support data-driven decision-making.</p><p>• Perform ad hoc analyses to address specific business challenges or opportunities.</p>
  • 2026-05-05T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 35 - 50 USD / Hourly
  • <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>
  • 2026-05-12T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <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>
  • 2026-05-05T00:00:00Z
Sales Analyst
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>
  • 2026-05-15T00:00:00Z
Finance and Accounting Analyst
  • Richmond, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 90000 USD / Yearly
  • <p>We are seeking a detail-oriented <strong>Finance and Accounting Analyst</strong> to support the finance function of a multi-entity operating business. This role blends <strong>core accounting, financial analysis, and month-end support</strong> with <strong>hands-on Accounts Payable ownership</strong>. It is well-suited for someone who enjoys digging into data, reconciling accounts, improving processes, and ensuring the accuracy of financial results.</p><p><br></p><p>While Accounts Payable is a meaningful component of the role, this position goes beyond transactional work and offers exposure to <strong>financial reporting, balance sheet integrity, and close processes</strong> in a dynamic operating environment.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>Finance &amp; Accounting Analysis</p><ul><li>Perform <strong>account and balance sheet reconciliations</strong>, ensuring accuracy and completeness of financial records</li><li>Support <strong>month-end close</strong>, including accruals, reconciliations, and variance analysis</li><li>Analyze financial data to identify trends, discrepancies, and opportunities for improvement</li><li>Assist with internal and external audit support through well-documented reconciliations and schedules</li><li>Work in a <strong>multi-entity environment</strong>, helping ensure consistency and accuracy across companies</li></ul><p>Accounts Payable (Analytical &amp; Operational)</p><ul><li>Own day-to-day <strong>Accounts Payable</strong> activity with a strong focus on accuracy and controls</li><li>Perform <strong>three-way matching</strong> (PO, invoice, receiving) for product and operational purchases</li><li>Review, code, and process invoices while ensuring proper approvals and documentation</li><li>Analyze AP aging and vendor balances; research and resolve discrepancies</li><li>Reconcile vendor statements and ensure timely and accurate payments</li></ul><p>Systems &amp; Process Improvement</p><ul><li>Work extensively in ERP systems and accounting software to maintain accurate records</li><li>Use <strong>Excel</strong> for reconciliations, reporting, and data analysis (pivot tables, formulas, lookups)</li><li>Identify opportunities to improve accounting workflows, reporting, and internal controls</li><li>Collaborate with operations and other departments to resolve issues and improve efficiency</li></ul><p><br></p>
  • 2026-04-22T00:00:00Z
Senior Manager, Financial Reporting/Technical Accounting
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 149000 USD / Yearly
  • <p>We are looking for an experienced finance leader to oversee external reporting and technical accounting activities for our organization in San Francisco, California. This role is ideal for someone who combines strong knowledge of U.S. GAAP and SEC requirements with the ability to deliver accurate, timely filings and executive-level financial insights. The successful candidate will partner across finance and business teams to strengthen reporting processes, support complex accounting matters, and maintain a high standard of compliance. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead multi-entity consolidations, intercompany eliminations, and financial reporting (monthly/quarterly/annual)</li><li>Prepare disclosures and support MD&amp;A</li><li>Serve as technical accounting expert; research issues, write memos, and implement new standards</li><li>Strengthen controls over consolidations; improve close process and drive automation</li><li>Lead system and process improvement initiatives; partner with IT/ERP teams</li><li>Support acquisitions by integrating entities into reporting structure</li><li>Work with FP&amp;A on accounting impacts to forecasts and budgets</li></ul>
  • 2026-05-12T00:00:00Z
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