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28 results for Treasury Analyst in Fremont, CA

Sr. Tax Analyst

San Jose, CA
onsite
Temporary / Contract
50 - 65 USD / Hourly
Senior Tax Analyst Seeking a full-time Senior Tax Analyst to join the corporate finance team. In this position, you will be focused on US income taxes, international taxes, and indirect taxes (domestic and international). We are a fast-paced, team-oriented, collaborative global tax department. The ideal candidate is a self-starter with a willingness to learn and detail oriented. In this role, you will have the opportunity to grow your expertise in international taxes and enjoy the added value of working with team members from various countries and cultures. You will work closely on a daily basis with business partners in Finance, Treasury, Accounting, Legal, HR, and the Finance Director community from our operational offices around the world. What You Will Do • Prepare workpapers for the consolidated federal and multi-state income tax compliance and review returns prepared by third party vendors. • Prepare quarterly federal and state estimated tax calculations and extensions. • Prepare Form 1042 and associated filings. • Assist with annual tax provision including book/tax differences, return to provision true up, tax account roll-forward, FIN48 documentation and financial statement footnotes. • Support the calculation of the annual corporate overhead allocation and preparation of associated transfer pricing adjustments. • Track and respond to notices from tax authorities and provide support to tax audits. • Assist with the preparation and review of property tax, sales and use tax, value added tax, goods and services tax, and gross receipts tax returns. • Research and analyze relevant tax laws relating to business. • Assist Tax Director on ad hoc tax projects. Your Qualifications • Minimum of 3+ years corporate tax experience • Accounting degree or business degree with concentration in accounting required • Experience with ASC 740 • CPA or CPA candidate highly preferred • Master in Taxation a plus
2026-08-28T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-08-27T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-08-21T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-08-26T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
42 - 55 USD / Hourly
We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.Responsibilities<ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul>
2026-08-13T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-08-20T00:00:00Z

Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Procurement Analyst

Hayward, CA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial. Responsibilities:• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.
2026-08-08T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.Key Responsibilities<ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
2026-08-21T00:00:00Z

Senior Financial Analyst

Fremont, CA
onsite
Temporary / Contract
70 - 80 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations. Responsibilities:• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.
2026-08-01T00:00:00Z

Tax Analyst/Manager/Director

San Mateo, CA
remote
Permanent / Full Time
120000 - 150000 USD / Yearly
Jeff Abrams with Robert Half is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies. Responsibilities:• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-08-14T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
47.5 - 53 USD / Hourly
Our professional services client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement (possible contract-to-hire) This position supports regional and cross-functional financial planning, reporting, and forecasting activities while helping leaders make informed business decisions through clear analysis and reliable data. The role is well suited for a finance specialist who combines strong modeling skills with experience improving reporting processes, strengthening governance alignment, and turning complex financial information into practical insights. The role is expected to pay $47.50 - 53.00/hr. DOE and location, and is 100% remote. Responsibilities:• Lead the coordination and integration of financial and operational data across regions and business functions to support consistent reporting and planning• Prepare and deliver detailed financial reports for business partners and operational leadership, with emphasis on profitability, variances, trends, and resource utilization• Conduct in-depth analysis to identify performance patterns, explain anomalies, and provide recommendations that support operational and financial decisions• Partner with finance, accounting, data governance, and regional stakeholders to maintain reporting accuracy and alignment with enterprise standards• Drive process enhancements by introducing automation, streamlining reporting workflows, and improving the speed and reliability of recurring deliverables• Support quarterly forecast consolidation by working with regional leaders and finance partners to gather inputs that reflect current business conditions• Perform variance analysis against budgets and forecasts, determine root causes, and communicate findings to key stakeholders• Contribute to scenario modeling and prepare decision-support datasets for senior finance leaders and business partners• Assist with the evaluation and refinement of forecasting and reporting tools to improve scalability, usability, and efficiency• Provide guidance to team analysts on reporting practices, data validation techniques, and analytical approaches
2026-08-28T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance. This is a fully remote opportunity which can start immediately. Responsibilities: • Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability
2026-08-26T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-08-13T00:00:00Z

Sr. Credit Analyst

Santa Clara, CA
onsite
Temporary / Contract
38 - 44 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. Responsibilities: • Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits. • 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. • Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt. • Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations. • Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing. • Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing. • Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements. • Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
2026-08-28T00:00:00Z

Sr. Financial Risk Analyst

Palo Alto, CA
remote
Temporary / Contract
35 - 40 USD / Hourly
Role: Senior Financial Risk Analyst Position OverviewEmployment Type: Full-Time, Robert Half Employee*Must pass full background check*Client Assignment: World Renowned Fintech company Initial Term: Minimum 1 year, with potential for extension based on performance and client needsBenefits: Full employee benefitsFully Remote: Must be US based and work Pacific Standard Time (8a-5p) This is a full-time position as a Robert Half employee, dedicated to a client-based project for a minimum of one year. The assignment may be extended beyond the initial term based on performance, business needs, and overall fit.About the Role We are seeking a highly analytical Senior Financial Risk Analyst to support financial and liquidity risk management within a fast-growing fintech environment.This role will focus on liquidity risk monitoring, financial risk modeling, balance sheet forecasting, and analysis of financial markets and investments. The analyst will work closely with Treasury, Finance, Data Science, Engineering, and Product teams to identify emerging risks and develop data-driven models, reporting, and processes.The ideal candidate is both quantitative and technically strong, with experience translating complex financial and risk problems into models, analysis, and actionable insights. Key Responsibilities<ul><li>Monitor and report on financial, liquidity, capital, and counterparty risks.</li><li>Conduct quantitative analysis of emerging liquidity and financial risks.</li><li>Develop and maintain liquidity risk models and forecasting frameworks.</li><li>Forecast key balance sheet and liquidity metrics.</li><li>Perform VaR, stress testing, scenario analysis, and risk attribution.</li><li>Analyze financial markets, investment exposures, and key business drivers.</li><li>Partner with Data Science and Engineering teams to build dashboards, automated alerts, and data pipelines for Treasury and Risk.</li><li>Collaborate with Finance and Product teams to assess risks associated with new products and business initiatives.</li><li>Build and improve end-to-end risk processes, reporting, and analytical tools.</li></ul>
2026-08-28T00:00:00Z

Sr. Accountant/Analyst

Lathrop, CA
onsite
Temporary / Contract
33 - 37 USD / Hourly
We are looking for an experienced Sr. Accountant/Analyst to support core accounting operations while strengthening financial reporting and system-driven insights in San Joaquin County, California. This Long-term Contract position is ideal for a finance specialist who combines strong close and reconciliation experience with advanced reporting capabilities in ERPs. The person in this role will partner with finance leaders and operational stakeholders to improve reporting visibility, maintain data reliability, and support project-based finance system initiatives. Responsibilities:• Lead monthly close activities, including preparing and reviewing journal entries, maintaining the general ledger, and ensuring timely completion of assigned accounting tasks.• Perform detailed account and bank reconciliations, investigate discrepancies, and resolve outstanding items to preserve the accuracy of financial records.• Design, refine, and maintain financial and operational reports within Sage Intacct to provide clearer visibility into business performance.• Create dashboards, key performance indicators, and management reporting materials that help leadership make informed financial decisions.• Review data structure, report mapping, and output accuracy to ensure dependable reporting and consistency across finance systems.• Assist with implementation-related activities such as testing, data conversion support, and report validation for finance system projects.• Identify opportunities to streamline reporting workflows, reduce dependence on manual spreadsheets, and improve process efficiency.• Document reporting procedures and accounting workflows, and share knowledge with internal users to support effective ongoing use of tools and processes.
2026-08-21T00:00:00Z

Benefits Analyst

San Francisco, CA
onsite
Temporary / Contract
37 - 40 USD / Hourly
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy. Responsibilities: • Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations. • Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period. • Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements. • Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes. • Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner. • Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing. • Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments. • Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements. • Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
2026-08-28T00:00:00Z

Senior Wealth Analyst – High-Impact Role with Direct Client

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco. If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step. 💰 $115K–$145K base + up to 20% bonus + profit sharing📍 San Francisco Financial District🏢 Hybrid – 2 days/week in office 🚀 Why This Role Stands OutYou'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it.Your work will include:📊 Portfolio management & analysis📈 Investment management🧮 Financial planning & modeling📋 Quarterly portfolio reviews🤝 Preparing materials for client meetings💡 Supporting Wealth Managers with high-level client strategies And importantly, this is a role with a path forward. The team structure provides a clear progression from Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.
2026-08-17T00:00:00Z

Supply Chain Analyst

Benicia, CA
onsite
Temporary to Hire
32 - 36.5 USD / Hourly
We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment. Responsibilities:• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.
2026-08-27T00:00:00Z

Business Systems Analyst

Oakland, CA
remote
Permanent / Full Time
125000 - 155000 USD / Yearly
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. Responsibilities:<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>
2026-08-18T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a Sr. Compliance Analyst to support marketing and customer communication review activities for financial products in San Francisco, California. This Long-term Contract position will focus on evaluating promotional content, identifying regulatory risk, and advising cross-functional teams on compliant campaign execution. The ideal candidate brings strong knowledge of financial services compliance, sharp analytical skills, and the ability to translate regulatory expectations into practical business guidance. Responsibilities: • Evaluate marketing assets and customer-facing materials to confirm that disclosures, pricing details, fees, and promotional statements align with applicable regulatory standards. • Work closely with partners across Marketing, Legal, Product, and Risk to address compliance considerations during campaign planning, content development, and launch preparation. • Review outbound communications before release to ensure consent language, opt-out options, and advertising requirements are properly incorporated. • Conduct targeted testing, quality checks, and recurring reviews of campaigns to uncover compliance concerns and recommend corrective measures. • Examine potential compliance incidents, document conclusions, and coordinate with business teams to drive prompt and effective remediation. • Maintain organized records of approvals, supporting documentation, and audit history for internal review and regulatory examination readiness. • Track regulatory updates and industry guidance, then help refine policies, procedures, and training content to keep practices current. • Contribute to compliance frameworks by supporting risk assessments, procedure development, and educational efforts that strengthen control awareness across marketing functions. • Prepare summaries, metrics, and risk-related reporting for leadership to support decision-making and ongoing process enhancement.
2026-08-06T00:00:00Z

Business Systems Analyst III

San Ramon, CA
remote
Permanent / Full Time
94000 - 138000 USD / Yearly
Robert Half is seeking a Business Systems Analyst III to analyze business challenges and deliver technology solutions that improve processes, efficiency, and business outcomes. This role serves as a senior-level analyst responsible for requirements gathering, solution design, integrations, testing, implementation, documentation, and production support for Workday Financials, Payroll, and HCM. The ideal candidate has strong experience supporting enterprise applications, Workday integrations, business process optimization, and cross-functional collaboration between business and technical teams. What You'll Do Business Analysis & Solution Delivery Analyze business requirements and translate them into scalable system solutions. Ensure applications align with business objectives, operational processes, and strategic goals. Review and provide guidance on solution designs, requirements, and implementation approaches. Lead and support complex projects, system enhancements, and business process improvements. Develop implementation strategies in partnership with business stakeholders. Conduct fit-gap analysis and recommend solutions that balance business needs and technical capabilities. Ensure implemented solutions meet business and user requirements. Workday & Integration Support Support and maintain Workday Financials, Payroll, and HCM solutions. Lead integration analysis, documentation, testing, and post-production support activities. Analyze upstream and downstream system dependencies and integration impacts. Partner with developers, QA teams, and business users to deliver system enhancements and integrations. Ensure production support processes are in place for enterprise applications. Requirements, Testing & Documentation Gather, document, and validate detailed functional and technical requirements. Create process flows, business workflows, specifications, and supporting documentation. Plan and support unit, integration, user acceptance, and deployment testing activities. Track milestones, deliverables, dependencies, and project risks throughout the development lifecycle. Facilitate meetings, workshops, training sessions, and stakeholder communications. Process Improvement Provide guidance, mentoring, and day-to-day support to entry level Business Systems Analysts. Serve as a subject matter expert for Workday and enterprise business applications. Contribute to delivery standards, processes, and best practices. Support organizational change management initiatives and user adoption efforts. Collaborate with business leaders, technical teams, and project stakeholders to drive successful outcomes.
2026-08-18T00:00:00Z

Data Analyst

Walnut Creek, CA
remote
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for a Data Analyst to support operational teams during a period of rapid expansion by identifying inefficiencies and turning complex workflows into scalable, data-informed processes. This position combines hands-on execution with analytical problem-solving, helping teams improve productivity through automation, reporting, and measurable process improvements. Based in Concord, California, this role works closely with cross-functional stakeholders to uncover savings opportunities, strengthen data reliability, and support smarter business decisions. Responsibilities: • Partner with internal teams to assess day-to-day processes, document workflow patterns, and uncover barriers that slow execution. • Design and implement practical automation solutions that reduce repetitive administrative work and improve operational consistency. • Analyze time, cost, and throughput data to identify inefficiencies and estimate the business value of proposed process enhancements. • Support high-volume operational periods by improving task handoffs, refining process flow, and increasing team capacity. • Create business intelligence dashboards and reporting tools that track performance metrics, productivity trends, and key operational indicators. • Develop data models that enable clear analysis of business performance and support decision-making across departments. • Connect and reconcile information from systems such as Salesforce, NetSuite, and other business platforms to provide a unified reporting view. • Maintain the accuracy and structure of operational datasets so reporting tools and business processes rely on dependable information. • Prepare data-backed recommendations and business cases to help leadership evaluate automation, tooling, and workflow redesign initiatives.
2026-08-28T00:00:00Z

Data Analyst

Foster City, CA
onsite
Temporary / Contract
42 - 47 USD / Hourly
Our client is seeking a Contract Data Analyst to support a Salesforce modernization project in San Mateo, CA. This hybrid role (1-2 days onsite) will focus heavily on data cleanup, data integrity, and overall data quality as the organization works to enhance and streamline its Salesforce environment. The ideal candidate will have strong experience analyzing, cleansing, and validating large datasets, with a particular emphasis on CRM data and process improvement. This person will partner with business and technical teams to identify data issues, standardize records, and help ensure the success of the Salesforce transformation initiative. Key Responsibilities:<ul><li>Perform data cleanup, deduplication, normalization, and validation within Salesforce and related systems. </li><li>Identify data quality issues, inconsistencies, and gaps, and recommend corrective actions. </li><li>Support data migration, mapping, and integrity checks tied to the Salesforce modernization effort. </li><li>Analyze existing data structures and help establish best practices for ongoing data governance and stewardship.</li><li>Create reports, dashboards, and ad hoc analyses to support project stakeholders and business decision-making. </li><li>Collaborate with cross-functional teams, including business users, IT, and project leadership, to ensure data accuracy and consistency. </li><li>Document data definitions, business rules, and cleanup processes. </li><li>Assist with testing and validation of updated Salesforce workflows, fields, and records. </li></ul>
2026-08-27T00:00:00Z