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65 results for Financial Analyst in Livermore, CA

Junior Financial Analyst

Livermore, CA
remote
Temporary / Contract
35.00 - 40.00 USD / Hourly
Our client is seeking a detail-oriented and analytical entry level Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The entry level Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. Key Responsibilities Financial and Cost Analysis Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting Support margin analysis across products and customers to help commercial and operations teams make informed decisions Identify key cost drivers and variances and highlight opportunities for cost optimization Pricing and Margin Support Support pricing analysis for new and existing products, including customer-specific pricing and margin review Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions Financial Reporting and Month-End Close Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries Research and help resolve variances between subledgers and the general ledger Assist with budgeting, forecasting, and financial planning processes Data Integrity and Process Improvement Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis Support improvements to financial reporting templates, reconciliation processes, and analytical workflows Assist with ERP and EPM data extraction, reporting, and reconciliation activities Document processes and support internal and external audit requests as needed If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809
2026-07-16T16:43:50Z

Financial Analyst

San Mateo, CA
onsite
Temporary / Contract
42.75 - 49.50 USD / Hourly
About the OpportunityA growing technology company is seeking a Financial Analyst to join its Corporate Finance team. This position offers an opportunity to partner with cross-functional business leaders while supporting financial planning, forecasting, reporting, and strategic initiatives. The ideal candidate is analytical, detail-oriented, and eager to learn in a collaborative, fast-paced environment.This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.Key Responsibilities<ul><li>Support revenue forecasting, recurring revenue metrics, bookings analysis, cash flow projections, and long-range financial planning.</li><li>Maintain and enhance financial models, reporting tools, and large datasets to improve forecasting accuracy and business insights.</li><li>Assist with monthly and quarterly close activities, including reconciliations, reporting, and documentation.</li><li>Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement.</li><li>Partner with Sales Operations, Finance, Accounting, and other business teams to understand sales activity, pipeline performance, and key business drivers.</li><li>Prepare financial reports, dashboards, and presentation materials for leadership meetings and business reviews.</li><li>Support finance system transformation projects, including data validation, testing, and process improvements.</li><li>Identify opportunities to automate manual reporting and analysis using modern AI and productivity tools.</li><li>Document financial processes and communicate findings clearly to both finance and non-finance stakeholders.</li><li>Perform ad hoc financial analysis and special projects as assigned.</li></ul>
2026-07-08T17:53:41Z

Sr. Financial Analyst

South San Francisco, CA
remote
Temporary / Contract
71.25 - 82.50 USD / Hourly
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-07-08T20:14:01Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. This role is 100% onsite, and will require up to 10% travel to the various plant locations This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-25T22:43:41Z

Sr. Financial Analyst -PSO Revenue Finance

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations. Responsibilities: • Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions. • Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics. • Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives. • Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support. • Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights. • Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders. • Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
2026-06-18T18:28:45Z

Financial Analyst - Entry Level

Walnut Creek, CA
remote
Temporary / Contract
25.00 - 30.00 USD / Hourly
Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment. Responsibilities<ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul>
2026-07-16T16:43:50Z

Financial Analyst - Entry Level

Menlo Park, CA
remote
Temporary to Hire
34.10 - 39.48 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team in California on a contract basis with the potential for a permanent position. This role is ideal for someone who enjoys working with budgets, analyzing financial performance, and turning data into clear insights for leadership. The position will support planning activities, cost monitoring, and reporting needs while partnering with stakeholders to help drive informed business decisions. Responsibilities: • Support the full budgeting cycle, including planning, updates, and ongoing financial tracking across workforce and operating expenses. • Compare budgeted figures against actual results, investigate variances, and highlight key drivers affecting financial performance. • Monitor spending trends and cost assumptions, then provide practical recommendations to balance business needs with financial targets. • Prepare clear financial summaries and reporting materials for executive audiences, presenting complex information in a clear format. • Assist with headcount planning by tracking staffing changes, analyzing workforce costs, and maintaining accurate reporting. • Use spreadsheets and financial data tools to organize information, build reports, and contribute to forecasting activities when needed. • Partner with internal teams to gather inputs, validate numbers, and improve the accuracy and timeliness of financial analysis.
2026-07-07T22:43:56Z

Junior Financial Analyst

Concord, CA
remote
Temporary / Contract
25.00 - 30.00 USD / Hourly
Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment. Responsibilities<ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul>
2026-07-16T16:43:50Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.50 - 33.00 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.
2026-07-07T15:28:43Z

Senior FP&A; Analyst (Expense & Headcount Focus)

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are looking for a Senior FP& A Analyst to provide high-impact financial planning support with a primary emphasis on operating expenses and workforce reporting in San Francisco, California. This Long-term Contract position will partner closely with finance leadership to improve visibility into spending, strengthen forecast accuracy, and reduce time spent on manual reporting activities. The ideal candidate brings strong analytical judgment, communicates effectively with cross-functional stakeholders, and is comfortable working through detailed financial data to support business decisions. Responsibilities: • Produce recurring and ad hoc analysis on operating expenses, highlighting trends, risks, and key drivers for leadership review. • Develop and maintain headcount reports and workforce forecasts to support planning across teams and business functions. • Support budget cycles and rolling forecasts by preparing models, consolidating inputs, and explaining variances against plan. • Assist with month-end activities by preparing financial reporting, investigating differences, and coordinating follow-up items with business partners. • Evaluate transactions to determine appropriate accruals and help ensure expenses are recorded in the proper period. • Analyze open purchase order activity, follow up on outstanding items, and help resolve questions related to vendor invoices and PO closures. • Oversee expense management with particular attention to marketing-related spend, ensuring reporting is accurate and aligned with budgets. • Review, reconcile, and validate financial datasets to improve data quality and support reliable decision-making. • Collaborate with non-finance stakeholders to gather inputs, clarify spending activity, and translate financial information into actionable insights.
2026-07-02T17:30:09Z

Sr. Credit Analyst

Santa Clara, CA
onsite
Temporary / Contract
39.59 - 45.84 USD / Hourly
We are looking for an experienced Sr. Credit Analyst to support a growing finance organization in Santa Clara, California. This Long-term Contract position offers the opportunity to evaluate customer credit exposure, strengthen cash flow performance, and contribute to efficient order-to-cash operations. The role works closely with internal partners across finance and business teams to address risk, resolve payment issues, and support ongoing operational improvements. Responsibilities: • Evaluate customer financial health through detailed review of financial statements, annual filings, and related data to determine creditworthiness and recommend appropriate exposure limits. • Oversee credit-related activities across the order-to-cash process, including onboarding support, account setup review, credit approval decisions, and order validation. • Drive commercial collections efforts by following up on outstanding balances, researching payment delays, and working with customers to secure timely resolution. • Reconcile customer accounts, investigate billing discrepancies, and coordinate dispute resolution to maintain accurate receivable balances. • Review purchase orders, contractual terms, tax documentation, and entity details before order release to help ensure accurate shipment and invoicing. • Collaborate with Sales, Legal, Tax, Order Management, Contracts, and Finance teams to address account issues and maintain compliance with company policies. • Submit and manage invoices through customer payment platforms such as Ariba and Coupa while monitoring status and resolving submission issues. • Contribute to process enhancements, acquisition-related integration support, and finance automation initiatives, including tools designed to improve collections efficiency.
2026-07-14T00:08:38Z

Accounting Analyst

Berkeley, CA
remote
Temporary / Contract
32.00 - 40.00 USD / Hourly
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. Key Responsibilities<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 analysis</li></ul>
2026-07-14T17:24:02Z

Investment Operations Analyst | Marin County

San Rafael, CA
remote
Permanent / Full Time
120000.00 - 160000.00 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>You will report to the Managing Director of Trading and Operations.
2026-07-11T01:33:39Z

Billing Analyst

Oakland, CA
remote
Temporary / Contract
28.00 - 33.00 USD / Hourly
Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.<ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</li></ul>
2026-07-14T15:28:39Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000.00 - 155000.00 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-07-10T16:18:41Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000.00 - 210000.00 USD / Yearly
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions. • Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments. • Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning. • Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity. • Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
2026-06-25T15:13:44Z

Senior Finance Manager

Oakland, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support. Responsibilities: • Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting. • Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities. • Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review. • Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions. • Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time. • Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration. • Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement. • Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes. • Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
2026-06-26T17:24:02Z

Tax Analyst/Manager/Director

San Mateo, CA
remote
Permanent / Full Time
120000.00 - 150000.00 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
2026-07-14T22:38:35Z

Lease Admin Analyst

San Jose, CA
remote
Temporary / Contract
23.00 - 26.00 USD / Hourly
We are looking for a Lease Admin Analyst to support a global data center real estate portfolio. This Long-term Contract opportunity is suited to a detail-oriented candidate who can evaluate lease-related financial activity, interpret commercial contract terms, and maintain accurate portfolio records with minimal oversight. The role partners closely with asset management stakeholders to review invoices, monitor obligations, and help ensure payments and documentation align with lease agreements and vendor commitments. Responsibilities:• Review rent and lease-related invoices for accuracy, completeness, and alignment with commercial lease terms before approval or escalation.• Support the administration of purchase orders by creating requests, tracking status, and confirming that budgeted funds are properly assigned across the leased asset portfolio.• Act as a primary contact for accounts payable questions connected to lease activity, investigating billing issues and coordinating resolution with internal partners and asset managers.• Perform reconciliations for assigned properties and portfolios to verify operating expenses and related charges are consistent with contractual agreements.• Maintain reliable portfolio records and reporting for a complex global real estate environment, ensuring data remains current and organized.• Assist with contract and document review by examining lease provisions, vendor obligations, and supporting materials tied to property and facilities operations.• Track required compliance documentation and certificates from service providers to help maintain portfolio-wide adherence to operational and industry requirements.• Prepare spreadsheet-based analyses and ad hoc reports that help stakeholders monitor invoices, obligations, and portfolio performance trends.• Collaborate with cross-functional teams in a global setting to support lease administration activities and address issues that affect billing, documentation, or vendor compliance
2026-07-16T13:38:38Z

Wealth Analyst at thriving Wealth Management Firm

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 120000.00 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.
2026-07-02T17:30:09Z

Financial Reporting Manager

San Mateo, CA
onsite
Temporary / Contract
65.00 - 75.00 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate. Responsibilities: • Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement. • Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results. • Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control. • Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders. • Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts. • Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed. • Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards. • Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
2026-07-06T17:53:41Z

Finance Systems AI Transformation Lead

Menlo Park, CA
remote
Temporary / Contract
61.75 - 71.50 USD / Hourly
We are looking for a Finance Systems AI Transformation Lead to join a Long-term Contract opportunity based in Menlo Park, California. This role sits at the intersection of finance and artificial intelligence, with a focus on improving planning, reporting, and close-related activities through practical automation. You will partner with finance and systems teams to turn complex operational processes into scalable AI-enabled solutions that improve accuracy, speed, and decision support. Responsibilities: • Design and implement AI-driven solutions that simplify core finance activities such as forecasting support, variance review, close coordination, allocation workflows, and workforce planning analysis. • Build intelligent, multi-step automations that interpret financial information, interact with connected tools, and produce traceable outputs suitable for business use. • Develop integrations between AI applications and enterprise finance platforms, planning systems, and data environments to support reliable information exchange. • Create data retrieval pipelines that connect large language model capabilities with structured finance data, including reporting histories, ledger structures, cost center details, and planning records. • Establish controls and validation methods that allow automated solutions to read, verify, and update finance-related data with consistency and audit readiness. • Define and execute evaluation approaches to measure solution quality, including output accuracy, stability, explainability, and risk of failure in finance use cases. • Monitor production performance, investigate issues, and refine workflows based on user feedback, testing results, and observed system behavior. • Partner closely with finance stakeholders, financial systems teams, and technical counterparts to convert manual finance processes into scalable AI-supported operations. • Lead user acceptance testing activities and confirm that delivered solutions meet finance, controllership, and audit expectations before broader rollout.
2026-07-08T20:14:01Z

Senior Finance Manager

San Jose, CA
remote
Permanent / Full Time
150000.00 - 250000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T20:18:36Z

VP, Finance - Private Equity

San Jose, CA
remote
Permanent / Full Time
200000.00 - 270000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Finance | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T17:30:09Z

Senior Finance Manager - Prominent Private Equity Firm

San Jose, CA
remote
Permanent / Full Time
150000.00 - 220000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T20:23:40Z