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78 results for Financial Analyst in Menlo Park, CA

Financial Analyst

San Leandro, CA
remote
Temporary / Contract
40.00 - 45.00 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-25T15:43:48Z

Financial Analyst

San Francisco, CA
remote
Temporary / Contract
25.00 - 48.00 USD / Hourly
We are seeking a talented and analytical contract Financial Analyst to join the finance team 100% onsite in San Francisco, CA. This role offers an exciting opportunity to work in a dynamic environment where financial insights directly influence business strategy and decision-making. Key Responsibilities<ul><li>Analyze financial results, business trends, and key performance indicators to support strategic decision-making.</li><li>Prepare monthly, quarterly, and annual financial reports and presentations for leadership.</li><li>Support budgeting, forecasting, and long-term financial planning processes.</li><li>Develop and maintain financial models to evaluate business performance, growth opportunities, and investment decisions.</li><li>Perform variance analyses and provide explanations for differences between actual results, budgets, and forecasts.</li><li>Collaborate with cross-functional teams to gather financial data and support business initiatives.</li><li>Present financial findings and recommendations to management and stakeholders.</li><li>Assist with month-end close activities, reporting requirements, and financial analyses.</li><li>Identify opportunities to improve reporting processes, enhance data accuracy, and drive operational efficiencies.</li><li>Support ad hoc financial projects and special initiatives as assigned.</li></ul>** 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# Financial Analyst **
2026-09-21T21:28:43Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
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. Responsibilities:<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>
2026-09-23T20:13:46Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35.00 - 49.50 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.
2026-09-18T13:18:44Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35.00 - 50.00 USD / Hourly
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-01T00:33:40Z

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.
2026-09-22T16:18:46Z

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.
2026-09-02T23:48:40Z

Financial Analyst

Novato, CA
remote
Temporary / Contract
49.00 - 55.00 USD / Hourly
Robert Half Contracts Finance and Accounting division is seeking a fully remote FP& A Analysis to join a large insurance and IA firm for their busiest season! This is a fully remote position that would start right away! (PST hours). Job Duties:Support the build of company's annual budget across its core components: Revenue buildCost build (Opex, vendor, G& A and CapDev)Headcount and capacity modelingBudget consolidation and reporting in PlanfulCompare budget submissions to current-year run rate and the latest forecast; flag variances and recommend where assumptions should change.Bring budget-cycle practices from prior PE-owned or public companies to sharpen companies process and assumptions. Works Cross-Functionally Work effectively with FP& A team members and business leaders across US and offshore time zones; this is an individual-contributor role with no direct reports.Establish working relationships quickly with department leaders, alongside the FP& A team, to gather, challenge and finalize their budget inputs and support ad-hoc analysis during the cycle. Accountable Own assigned budget workstreams end to end: model build, review with department leaders, and consolidation into the company budget. Present budget findings, assumptions and narratives to the Senior Director of Strategic Finance and senior leadership in clear, concise ways. Meet budget calendar deadlines; build models and analysis that are clean, auditable and documented so the FP& A team can carry them forward after the engagement. Minimum Requirements • Bachelor’s degree in accounting, finance or related field, complemented by senior-level FP& A experience.• Demonstrated excellence in financial data analysis and the creation of detailed financial models, reports and performance summaries. • Has completed annual budget cycles at PE-owned or public companies.• Proven experience in owning and presenting financial performance information to varied stakeholders of an organization.• Highly competent with financial planning tools and advanced Excel modeling. Experience using AI/LLM tools to enhance productivity without compromising quality required.• Strong knowledge of accounting concepts and budgeting principles.• Proven proficiency in developing and reporting key metrics that drive business outcomes and the factors that influence them.• A self-starter: highly organized, takes ownership without prompting, spots what needs doing next, and works independently to multi-task and prioritize deadlines.• Deeply analytical with exceptional communication/presentation skills, intellectual curiosity and a growth mindset. If you have a degree in Finance and have 5-7 years of FA or FP& A experience, (insurance industry a plus!), apply today!
2026-09-22T00:34:03Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000.00 - 150000.00 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.
2026-09-15T18:36:52Z

Jr Financial Analyst

San Francisco, CA
remote
Temporary / Contract
20.00 - 25.00 USD / Hourly
We are seeking a motivated and detail-oriented, contract Junior Financial Analyst to join the team 100% onsite in San Francisco, CA. This is an excellent opportunity for an early-career professional looking to build a strong foundation in data analysis, reporting, business intelligence, and process improvement. What You'll DoAs a Junior Financial Analyst, you'll contribute to a variety of business initiatives and help transform data into meaningful recommendations by:<ul><li>Collecting, organizing, and analyzing data from multiple sources.</li><li>Creating reports, dashboards, and presentations for business stakeholders.</li><li>Identifying trends, patterns, and opportunities that support strategic decision-making.</li><li>Performing data validation and quality assurance to ensure reporting accuracy.</li><li>Assisting with process improvement initiatives and operational efficiency projects.</li><li>Partnering with cross-functional teams to gather requirements and provide analytical support.</li><li>Conducting research, benchmarking, and competitive analysis as needed.</li><li>Documenting findings, recommendations, and project outcomes.</li><li>Supporting ad hoc reporting requests and special projects.</li></ul>** 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# Jr Financial Analyst **
2026-09-21T21:08:45Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
45.00 - 58.00 USD / Hourly
We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution. For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. Job Duties<ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
2026-09-10T16:08:44Z

Financial Analyst

Mountain View, CA
remote
Temporary / Contract
52.25 - 60.50 USD / Hourly
Core Responsibilities<ul><li>Generate and run recurring financial reports</li><li>Create, maintain, and update reports</li><li>Perform report variations and modifications as needed</li><li>Support Cash P& L reporting</li><li>Produce ad hoc financial reports and analysis</li><li>Follow established SOPs and reporting processes</li><li>Support internal finance reporting needs</li><li>Work primarily with finance stakeholders rather than cross-functional business partners</li></ul>Tools & Systems<ul><li>Google Sheets / Google Suite (primary tool)</li><li>TM1 / IBM Planning Analytics (approximately 50%)</li><li>Open to candidates with: </li><li>Anaplan</li><li>Adaptive Planning</li><li>Hyperion</li><li>Other financial planning/reporting systems</li></ul>
2026-09-17T03:58:43Z

Senior Financial Analyst

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T18:38:43Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
45.00 - 50.00 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
2026-09-25T15:23:45Z

Financial Analyst | Investment Firm

San Francisco, CA
remote
Permanent / Full Time
115000.00 - 130000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Francisco, CA | Monday–Thursday Onsite$115,000–$130,000 Base + 15–20% BonusRobert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team. The Role<ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
2026-09-23T16:08:45Z

Sr. Financial Services Analyst

Oakland, CA
onsite
Temporary / Contract
55.00 - 65.00 USD / Hourly
Our East Bay nonprofit client is seeking an experienced Sr. Financial Services Analyst to join a finance organization in Oakland, California on a Long-term Contract basis. This role will focus on forecasting, performance analysis, development deal support, and executive-level reporting while partnering closely with finance leadership and cross-functional teams. The ideal candidate brings strong analytical judgment, advanced financial modeling capability, and the ability to translate complex results into clear business insights. This engagement is onsite with 9/80 scheduling and is expected to pay $55-65 DOE. Responsibilities:• Build and refine financial trend analyses that surface performance patterns, business risks, and emerging opportunities across multiple operating areas• Produce rolling forecasts and longer-range planning models by working closely with department leaders to validate assumptions and align projections• Prepare thorough variance commentary that explains shifts against budget, prior periods, and forecast expectations, including the business drivers behind material changes• Track critical financial and operating indicators and escalate notable developments to finance leadership with timely recommendations• Evaluate development opportunities and capital investments through financial modeling, return analysis, and due diligence support to guide decision-making• Review transaction performance after closing by comparing actual results with original underwriting expectations and identifying key gaps• Support quarterly earnings preparation, board-level materials, and ad hoc analyses for senior leadership, ensuring information is accurate, concise, and decision-ready• Contribute to finance process improvements by assisting with system enhancements, strengthening data management practices, and identifying opportunities to automate reporting workflows
2026-09-18T21:54:03Z

Senior Financial Risk Analyst

Menlo Park, CA
onsite
Temporary / Contract
45.81 - 53.04 USD / Hourly
We are looking for a Senior Financial Risk Analyst to join a Long-term Contract opportunity based in Menlo Park, California. In this role, you will help strengthen the organization’s approach to liquidity and market risk by delivering thoughtful analysis, practical forecasting insights, and decision-ready reporting. The position works closely with partners across Treasury, Finance, Product, Data, and Engineering to support informed risk decisions in a fast-moving business environment. Responsibilities: • Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis. • Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern. • Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation. • Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure. • Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes. • Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights. • Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency. • Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
2026-08-31T16:33:45Z

Financial Aid Analyst/Specialist

San Jose, CA
onsite
Temporary to Hire
31.66 - 36.66 USD / Hourly
We are looking for a bilingual Financial Aid Analyst/Specialist to support student tuition assistance programs and related accounting operations in California. This contract opportunity is ideal for someone who combines financial analysis skills with a service-minded approach to helping families navigate aid applications in both English and Spanish. The role works closely with finance and administrative teams to maintain accurate records, manage reporting, and contribute to day-to-day accounting activities with a high level of confidentiality and attention to detail. Responsibilities: • Oversee tuition assistance processes to help eligible families access available financial support programs. • Create accounting entries and complete reconciliations to keep financial records accurate and current. • Guide families through financial aid applications and respond to questions or concerns in both Spanish and English. • Support accounts receivable, collections, and accounts payable tasks as part of the broader finance function. • Maintain complete and confidential student files while ensuring information is updated accurately. • Refresh and manage website content connected to the financial aid application process. • Track book inventory and other program-related materials associated with student aid resources. • Compile routine and ad hoc reports for leadership and assist with data entry and general office administration. • Contribute to additional finance and accounting projects as assigned by the department.
2026-09-17T22:08:38Z

Wealth Analyst

Mill Valley, CA
onsite
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market! ✨ Wealth Analyst📍 San Francisco, CA (On-Site, 7:30am - 3:30pm)🏢 Boutique Investment Advisory & Wealth Management Firm💰 Competitive Base + Bonus + Career Growth Opportunity Anisa is partnered with a fast-growing, entrepreneurial multi-family office looking for their next dynamic Wealth Analyst. This opportunity offers early-career professionals' direct exposure to firm leadership, broad operational responsibilities, and the chance to contribute to strategic business decisions. Ideal for a self-starter who thrives in a fast-paced environment, enjoys problem-solving, and is eager to take on meaningful responsibility and accelerate their professional growth. You'll gain hands-on exposure to every aspect of wealth management while working closely with clients, advisors, and firm leadership. From financial planning and investment operations to process improvement and special projects, you'll take on meaningful responsibilities that directly enhance the client experience and help shape firm operations. For fastest consideration, reach out to Anisa Henry via email or Direct Message!
2026-09-21T20:33:48Z

Director of Financial Systems Support

San Francisco, CA
onsite
Permanent / Full Time
170000.00 - 180000.00 USD / Yearly
We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs. Responsibilities:<ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
2026-09-25T15:48:46Z

Finance Manager

Walnut Creek, CA
onsite
Permanent / Full Time
125000.00 - 140000.00 USD / Yearly
We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders. Responsibilities:<ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP& A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
2026-08-26T17:33:47Z

Accounting Analyst

San Ramon, CA
remote
Temporary / Contract
25.00 - 27.00 USD / Hourly
We are looking for an Accounting Analyst to support day-to-day financial operations for a Financial Services organization in San Ramon, California. This is a fully remote, Long-term Contract opportunity suited for someone who is comfortable managing transactional accounting tasks with accuracy and consistency. The role will focus on receivables, cash application, payables support, and routine financial processing while contributing to additional assignments as business needs arise. Responsibilities: • Review, prepare, and process accounts receivable transactions to maintain timely and accurate financial records. • Apply cash receipts and reconcile incoming payments against customer accounts and supporting documentation. • Support accounts payable activities, including handling invoices and assisting with payment-related processing. • Generate, print, and organize recurring financial reports required for weekly accounting operations. • Manage assigned service or accounting tickets and complete follow-up actions within established timelines. • Perform account reconciliation activities to identify discrepancies and help maintain ledger accuracy. • Complete billing-related tasks and assist with routine accounting functions across the team. • Participate in training on company software platforms during the initial onboarding period and use those systems effectively in daily work. • Contribute to special projects or ad hoc assignments as operational priorities evolve.
2026-09-24T14:48:42Z

Corporate FP&A Manager

San Ramon, CA
onsite
Permanent / Full Time
160000.00 - 180000.00 USD / Yearly
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. Responsibilities:<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>
2026-09-23T20:18:47Z

Wealth Analyst at Wealth Management Firm

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 130000.00 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.
2026-09-19T20:33:47Z

Financial Planning & Analysis Manager

Berkeley, CA
onsite
Permanent / Full Time
150000.00 - 165000.00 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join a mission-oriented consumer products company in Berkeley, California. In this role, you will guide budgeting, forecasting, and performance analysis while helping leadership make informed business decisions. The position works closely with cross-functional teams to uncover insights, improve financial visibility, and support long-term growth. This is a hybrid opportunity with onsite collaboration in Berkeley, California three days per week. Responsibilities: • Direct the annual budgeting cycle by partnering with business leaders to build realistic plans aligned with company objectives. • Produce rolling forecasts, financial models, and scenario evaluations that support short- and long-range planning. • Review financial results against targets, explain variances, and highlight the operational factors influencing performance. • Turn financial and business data into clear insights that identify risks, emerging trends, and areas for improvement. • Create reporting packages and dashboards that give senior leaders timely visibility into company performance. • Work with teams across sales, marketing, operations, research and development, and people functions to support strategic decisions. • Recommend actions that strengthen profitability, improve efficiency, and optimize the use of company resources. • Challenge assumptions, test business cases, and provide sound financial guidance on spending and investment decisions. • Enhance planning and reporting practices by refining tools, methodologies, and analytics capabilities. • Take ownership of special projects that extend beyond routine FP& A work and contribute to broader business priorities.
2026-09-11T18:23:44Z