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93 results for It Business Analyst in Fremont, CA

Business Operations Analyst (Fund Operations)
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-14T22:03:53Z
Sr Business Systems Analyst (Pigment)
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 130000.00 - 170000.00 USD / Yearly
  • We are looking for a Senior Business Systems Analyst (Pigment) to lead the administration and evolution of our enterprise planning platform in San Francisco, California. In this role, you will work across Finance, FP& A, Supply Chain, and IT to turn planning needs into scalable system solutions that improve decision-making and operational visibility. This position combines business analysis, platform configuration, and cross-functional partnership to support reliable planning processes and strong user adoption.<br><br>Responsibilities:<br>• Serve as the primary owner of the Pigment platform, overseeing administration, security access, configuration, testing, releases, and ongoing support.<br>• Design, enhance, and maintain planning models that support financial forecasting, operating expenses, capital planning, workforce planning, and supply chain operations.<br>• Partner with business stakeholders to translate planning objectives into system functionality, data structures, and process improvements.<br>• Coordinate with data and enterprise architecture teams to manage integrations between Pigment and connected source systems, while resolving data flow and performance issues.<br>• Establish and run change governance practices, including impact assessment, approval workflows, release coordination, and documentation of updates.<br>• Act as the main point of escalation for platform-related issues, driving root-cause analysis and timely resolution for business users.<br>• Develop user guides, training materials, and process documentation to strengthen self-service capabilities and improve adoption across teams.<br>• Identify opportunities to expand platform capabilities through new features, model enhancements, and additional data connections aligned with business priorities.
  • 2026-10-25T15:58:41Z
Business Systems Analyst
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 125000.00 - 155000.00 USD / Yearly
  • <p>We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
  • 2026-10-23T07:04:33Z
Sr Business Systems Analyst (Pigment)
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 13000.00 - 170000.00 USD / Yearly
  • <p>We are looking for a Senior Business Systems Analyst (NetSuite) to lead and optimize enterprise planning capabilities in San Francisco, California. This position works closely with Finance, FP& A, Supply Chain, and Technology teams to shape scalable planning solutions, strengthen system performance, and support informed business decisions. The role combines platform ownership, cross-functional collaboration, and process improvement to help teams plan more effectively and operate with greater consistency.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary administrator for the Pigment platform, overseeing configuration, user access, security settings, testing activities, and production releases.</p><p>• Design, enhance, and maintain planning models that support financial forecasting, workforce planning, operating expenses, capital investments, and supply chain planning processes.</p><p>• Partner with business stakeholders to convert operational and financial planning needs into system solutions, ensuring models reflect accurate logic, assumptions, and approval flows.</p><p>• Coordinate with data and architecture teams to support integrations between Pigment and connected source systems, while resolving data flow issues and maintaining reliable information exchange.</p><p>• Establish and manage structured change control practices, including impact reviews, approval tracking, release documentation, and audit-ready records.</p><p>• Act as a key escalation point for platform-related issues, driving troubleshooting efforts and helping users resolve functional challenges efficiently.</p><p>• Create training materials, user guides, and internal documentation that promote adoption, improve self-service capabilities, and reduce reliance on ad hoc support.</p><p>• Identify opportunities to expand platform functionality by evaluating new features, recommending enhancements, and supporting continuous improvement initiatives across planning operations.</p>
  • 2026-10-25T15:58:41Z
Business Process Documentation Consultant
  • Menlo Park, CA
  • remote
  • Temporary / Contract
  • 55.00 - 65.00 USD / Hourly
  • <p>We are looking for a Business Process Documentation Consultant to lead a documentation-focused engagement supporting Finance and Accounting teams in Menlo Park, California. This role will concentrate on organizing, updating, and building clear procedural materials that reflect how work is currently carried out across the department. The ideal candidate brings strong project coordination, process documentation, and stakeholder interview skills, along with the ability to turn complex workflows into an accessible operating manual.</p><p><br></p><p>Responsibilities:</p><p>• Examine current Finance and Accounting documentation to determine what should be revised, clarified, or newly created.</p><p>• Meet with and observe team members across accounting and financial planning functions to capture day-to-day operating practices.</p><p>• Produce detailed standard operating procedures and workflow guides that explain tasks in a clear, sequential format.</p><p>• Revise materials so they accurately reflect present-day tools, reporting structures, and working methods.</p><p>• Create new documentation for areas where formal procedures do not yet exist, including portions of the FP& A function.</p><p>• Flag inconsistencies, missing information, and documentation gaps while preserving existing processes rather than redesigning them.</p><p>• Coordinate milestones, feedback cycles, and approvals to keep the project on schedule and ensure timely delivery of final materials.</p><p>• Incorporate information related to systems such as Sage Intacct, Concur, and Stampli into process documentation where applicable.</p>
  • 2026-10-23T17:58:44Z
Sr. Credit Analyst
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 38.00 - 44.00 USD / Hourly
  • We are looking for an experienced Sr. Credit Analyst to support finance operations in California. This Long-term Contract opportunity is ideal for someone who is detail oriented and can evaluate customer risk, strengthen cash flow processes, and collaborate across departments in a fast-moving business environment. The role will contribute to sound credit decisions, efficient order-to-cash execution, and ongoing operational improvements that support company growth.<br><br>Responsibilities:<br>• Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits.<br>• Oversee key activities across the order-to-cash process, including onboarding new customers, reviewing credit requests, validating sales orders, and supporting accurate account setup and billing readiness.<br>• Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt.<br>• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations.<br>• Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing.<br>• Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing.<br>• Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements.<br>• Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
  • 2026-10-09T19:34:07Z
Inventory Analyst
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 100000.00 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.<br><br>Responsibilities:<br>• Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement.<br>• Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs.<br>• Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability.<br>• Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization.<br>• Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency.<br>• Monitor asset inventory data and investigate discrepancies to improve overall control and visibility.<br>• Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces.<br>• Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
  • 2026-10-19T21:04:49Z
Business Systems Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 175000.00 USD / Yearly
  • <p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
  • 2026-09-30T16:44:07Z
Sr. Financial Analyst
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 130000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><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>
  • 2026-10-15T15:24:09Z
Corporate FP&A Manager
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 160000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an accomplished finance leader to guide financial planning and external reporting activities for a technology organization based in the East Bay, California. This role will shape reporting accuracy, support executive decision-making, and strengthen compliance with public company standards. The ideal candidate brings deep expertise in financial statement modeling, financial planning systems, corporate financial consolidations, along with the ability to lead cross-functional finance initiatives.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, financial planning, and business performance analysis.</li><li>Build financial models and provide insights for strategic decisions, investments, and resource allocation.</li><li>Partner with cross-functional teams to assess performance, identify risks, and support growth initiatives.</li><li>Deliver executive financial reports, KPI analysis, and recommendations to improve profitability and forecast accuracy.</li><li>Monitor financial results, optimize costs, and support capital investment and finance projects.</li><li>Enhance FP& A processes, reporting automation, forecasting tools, and financial systems.</li><li>Collaborate with Accounting, IT, and Treasury to improve reporting accuracy, data integrity, and analytics.</li><li>Promote FP& A best practices, strengthen business partnerships, and lead high-performing teams in a fast-paced environment.</li></ul>
  • 2026-10-15T15:28:45Z
IT SOX Analyst
  • Berkeley, CA
  • remote
  • Temporary / Contract
  • 50.00 - 60.00 USD / Hourly
  • <p>Our client is seeking an interim IT SOX Analyst to strengthen the company’s compliance environment and support reliable IT controls over financial reporting. This interim engagement is ideal for someone who combines strong technical understanding with a careful, process-driven approach to Sarbanes-Oxley compliance. The role works closely with IT, Finance, Operations, and audit partners to evaluate control effectiveness, document processes, and help address control gaps. You will play an important part in maintaining a well-governed control framework across key systems and technology processes. This is a 100% remote opportunity and expected to pay between $50-$60 DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Contribute to the ongoing administration of the IT SOX compliance program, with primary attention on IT general controls and related financial reporting risks</p><p>• Meet with system administrators and business stakeholders to map processes, identify key control points, and maintain accurate risk and control documentation</p><p>• Prepare and revise process narratives, control matrices, flow documentation, and testing materials so they reflect current system activities and control design</p><p>• Perform testing of IT-dependent and automated controls in line with compliance expectations and auditor requirements, documenting results with clarity and precision</p><p>• Monitor identified control issues through remediation, confirm corrective actions are completed, and maintain status reporting on open items</p><p>• Assist with annual scoping exercises and IT risk assessments to determine which systems, applications, and processes fall within the SOX program</p><p>• Review planned system implementations, enhancements, and significant technology changes to assess potential effects on internal control requirements</p><p>• Coordinate with Finance, Operations, and IT teams to promote consistent execution of control activities and timely support for audit-related requests</p><p>• Provide internal and external auditors with organized evidence, explanations, and supporting documentation related to IT controls and compliance activities</p>
  • 2026-10-24T19:24:22Z
Analyst
  • Morgan Hill, CA
  • onsite
  • Permanent / Full Time
  • 85000.00 - 115000.00 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth.</p><p><br></p><p>Responsibilities:</p><p>• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.</p><p>• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.</p><p>• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.</p><p>• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.</p><p>• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.</p><p>• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.</p><p>• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.</p><p>• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.</p><p>• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.</p><p>• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.</p>
  • 2026-10-01T23:48:44Z
Lead Financial Analyst
  • San Ramon, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • <p>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.</p><p><br></p><p><strong>Responsibilities:</strong></p><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>
  • 2026-10-15T15:28:45Z
Fund Operations Analyst
  • Menlo Park, CA
  • remote
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>What You'll Do:</strong></p><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><p><br></p>
  • 2026-10-22T03:48:44Z
Sr. Financial Analyst
  • Menlo Park, CA
  • remote
  • Temporary / Contract
  • 50.35 - 58.30 USD / Hourly
  • We are looking for a Sr. Financial Analyst to support financial planning, reporting, and strategic decision-making for a fast-moving organization in California. This Long-term Contract position is ideal for a finance specialist who combines strong modeling skills with hands-on experience in budgeting, forecasting, and operational expense management. The role partners closely with business leaders to deliver clear insights, improve financial visibility, and guide resource planning across key areas of the business.<br><br>Responsibilities:<br>• Develop and refine financial models that support planning activities, scenario analysis, and business decision-making.<br>• Lead operating expense planning by managing budgets, preparing forecasts, and tracking performance against financial targets.<br>• Evaluate vendor-related spending to identify trends, variances, and opportunities for improved cost control.<br>• Prepare recurring financial reports and presentation materials for leadership, translating data into actionable business insights.<br>• Partner with cross-functional stakeholders to review budget requests, provide financial guidance, and support approval processes.<br>• Analyze large data sets to improve reporting accuracy, streamline planning processes, and support ongoing finance initiatives.<br>• Support workforce planning by monitoring headcount trends and aligning staffing assumptions with budget expectations.<br>• Contribute to revenue forecasting and broader strategic finance projects as business needs evolve.
  • 2026-10-21T15:18:46Z
Accounting Analyst
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><br></p>
  • 2026-10-14T22:14:03Z
Accounting Analyst
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000.00 - 130000.00 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p>This is an excellent opportunity for an analytically minded accounting or finance professional who enjoys working at the intersection of accounting, data, technology, and investment operations.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-14T22:08:44Z
Financial Analyst - Entry Level
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 26.00 - 32.00 USD / Hourly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.</p><p>• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.</p><p>• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.</p><p>• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.</p><p>• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.</p><p>• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.</p>
  • 2026-10-23T17:13:44Z
FP&A Analyst
  • San Mateo, CA
  • remote
  • Temporary / Contract
  • 40.00 - 50.00 USD / Hourly
  • <p>The FP& A Analyst is responsible for supporting financial planning, budgeting, forecasting, and analytical initiatives across the organization. This role partners with business leaders to evaluate financial performance, develop forecasts, analyze variances, and provide insights that support strategic decision-making. The ideal candidate is highly analytical, detail-oriented, and comfortable working with large datasets to identify trends and drive business performance.</p>
  • 2026-10-20T21:58:43Z
Financial Analyst
  • Menlo Park, CA
  • remote
  • Temporary to Hire
  • 38.00 - 44.00 USD / Hourly
  • We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends.<br><br>Responsibilities:<br>• Develop and maintain financial models that support forecasting, budgeting, and business planning activities.<br>• Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities.<br>• Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods.<br>• Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects.<br>• Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy.<br>• Create reports and presentations that translate complex financial information into concise recommendations for stakeholders.<br>• Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
  • 2026-10-21T15:18:46Z
Help Desk/Desktop Support Analyst
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 35.00 - 37.00 USD / Hourly
  • We are looking for a Help Desk/Desktop Support Analyst to provide dependable technical support for end users in Santa Clara, California. This Long-term Contract position is ideal for someone who enjoys resolving desktop and system issues, delivering excellent customer service, and keeping day-to-day IT operations running smoothly. The role focuses on hands-on troubleshooting, user support, and timely ticket resolution across Windows-based environments.<br><br>Responsibilities:<br>• Provide front-line technical assistance for hardware, software, and desktop-related issues affecting end users.<br>• Diagnose and resolve problems within Microsoft Windows environments, including Windows 10 systems and common workstation applications.<br>• Manage service desk requests from intake through closure, ensuring updates are documented clearly and handled within expected timeframes.<br>• Support user account administration activities in Active Directory, including access changes, password assistance, and basic account maintenance.<br>• Troubleshoot system, peripheral, and connectivity issues to minimize disruption and restore user productivity quickly.<br>• Install, configure, and maintain desktop equipment, operating systems, and standard business applications as needed.<br>• Escalate more complex incidents appropriately while providing accurate notes and relevant troubleshooting details to support resolution.
  • 2026-10-13T15:28:47Z
Billing Analyst: II
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 28.00 - 30.00 USD / Hourly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.</p><p>• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.</p><p>• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.</p><p>• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.</p><p>• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.</p><p>• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.</p><p>• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation.</p><p><br></p><p>** 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** </p>
  • 2026-10-19T23:53:44Z
Accounting Analyst
  • Emeryville, CA
  • remote
  • Temporary / Contract
  • 35.00 - 46.00 USD / Hourly
  • <p>We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul><p><br></p>
  • 2026-10-13T15:13:41Z
Senior GL Accountant | Real Estate Investment | $150K + Bonu
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>&#128188; <strong>Senior GL Accountant | $120K–$150K + Discretionary Bonus</strong></p><p>&#127970; <strong>Privately Owned Real Estate Investment Firm </strong></p><p><br></p><p>I’m partnering with a privately owned real estate investment, construction, and property management company focused on multifamily residential real estate throughout the Bay Area.</p><p><br></p><p>The firm is looking for a <strong>Senior GL Accountant</strong> to take ownership of accounting across a complex, multi-entity organization while working closely with leadership and gaining exposure to the broader business.</p><p><br></p><p><strong>Even better?</strong> An accounting intern already handles much of the repetitive work, giving you more room to focus on analysis, problem-solving, and understanding the business beyond the general ledger.</p><p><br></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li>Own hands-on general ledger accounting across multiple entities</li><li>Understand how different legal entities interact and how transactions flow throughout the organization</li><li>Analyze financial activity and investigate discrepancies rather than simply processing transactions</li><li>Oversee and delegate recurring accounting tasks to an accounting intern</li><li>Work with Yardi and other accounting processes to support accurate financial records</li><li>Partner directly with management and senior leadership on accounting matters and business needs</li><li>Gradually take on broader responsibilities as you develop a deeper understanding of the organization</li></ul><p><br></p>
  • 2026-10-18T08:08:54Z
Senior GL Accountant | Real Estate Investment | $150K + Bonu
  • San Jose, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Interested? Connect with me on LinkedIn > > Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>&#128188; <strong>Senior GL Accountant | $120K–$150K + Discretionary Bonus</strong></p><p>&#127970; <strong>Privately Owned Real Estate Investment Firm </strong></p><p><br></p><p>I’m partnering with a privately owned real estate investment, construction, and property management company focused on multifamily residential real estate throughout the Bay Area.</p><p><br></p><p>The firm is looking for a <strong>Senior GL Accountant</strong> to take ownership of accounting across a complex, multi-entity organization while working closely with leadership and gaining exposure to the broader business.</p><p><br></p><p><strong>Even better?</strong> An accounting intern already handles much of the repetitive work, giving you more room to focus on analysis, problem-solving, and understanding the business beyond the general ledger.</p><p><br></p><p><strong>&#128161; What You’ll Do</strong></p><ul><li>Own hands-on general ledger accounting across multiple entities</li><li>Understand how different legal entities interact and how transactions flow throughout the organization</li><li>Analyze financial activity and investigate discrepancies rather than simply processing transactions</li><li>Oversee and delegate recurring accounting tasks to an accounting intern</li><li>Work with Yardi and other accounting processes to support accurate financial records</li><li>Partner directly with management and senior leadership on accounting matters and business needs</li><li>Gradually take on broader responsibilities as you develop a deeper understanding of the organization</li></ul><p><br></p>
  • 2026-10-18T08:18:42Z
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