25 results for Operations Analyst in Menlo Park, CA

Operations Specialist

Oakland, CA
onsite
Temporary
26.6 - 30.8 USD / Hourly
We are looking for a dedicated Operations Specialist to join our team in Oakland, California. In this long-term contract position, you will play a vital role in ensuring the seamless daily operations of a school campus, collaborating closely with the Principal and support staff to deliver outstanding administrative and operational services. This is an excellent opportunity to contribute to a dynamic educational environment while overseeing essential functions that support both students and families. Responsibilities: • Coordinate daily campus operations, addressing logistical challenges and providing escalation support as needed. • Supervise and manage onsite staff, including custodial teams, cafeteria personnel, administrative staff, and attendance clerks. • Handle purchasing, budgeting, and supply ordering to ensure the campus is well-equipped. • Maintain and oversee student information systems while ensuring accuracy and compliance. • Support front-office functions, including communication with families and responding to inquiries. • Manage food service operations, including cafeteria coordination and inventory management. • Partner with custodial, maintenance, and security teams to ensure the campus remains safe and operational. • Lead student enrollment efforts, including recruitment activities and fall preparation tasks. • Collaborate with teams on summer school operations and deep-cleaning schedules to prepare for the upcoming academic year.
2026-03-07T00:00:00Z

Business Operations Analyst

Scotts Valley, CA
onsite
Permanent
120000 - 135000 USD / Yearly
We are looking for a detail-oriented Business Operations Analyst to join our team in Scotts Valley, California. In this role, you will be responsible for analyzing operational data to uncover opportunities for improved efficiency and scalability. Collaborating closely with cross-functional teams, you will play a key role in driving continuous improvement initiatives and ensuring data accuracy across various systems. Responsibilities:• Develop, maintain, and refine dashboards and performance metrics to monitor key operational areas such as throughput, cycle time, yield, and inventory turns.• Analyze complex datasets to provide actionable insights to both leadership and frontline teams.• Identify inefficiencies in workflows and lead root cause analyses to support corrective actions.• Collaborate with departments including Operations, Engineering, Supply Chain, Quality, and Finance to align on business goals.• Utilize Lean, Six Sigma, or similar methodologies to drive continuous improvement projects.• Provide analytical support for capacity planning, demand forecasting, and sales and operations planning (S&OP).• Design business cases, scenario models, and data-driven recommendations to assist leadership in decision-making.• Contribute to defining standards for operational metrics and enhancing data governance practices.• Improve analytics processes and promote data discipline within the organization.• Lead or support initiatives aimed at enhancing processes, systems, and facilities.
2026-03-01T00:00:00Z

Operations Manager

Fremont, CA
onsite
Permanent
90000 - 120000 USD / Yearly
We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success. Responsibilities:• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.• Manage and mentor staff to promote growth and operational excellence.• Analyze operational processes and recommend improvements for efficiency and compliance.• Stay updated on industry trends and regulatory changes to maintain best practices.• Prepare detailed reports and documentation related to safety programs and compliance efforts.• Respond to incidents promptly and implement corrective actions to prevent future occurrences
2026-03-11T00:00:00Z

Operations Manager

Oakland, CA
onsite
Temporary
23 - 27 USD / Hourly
Oversees daily operations to ensure organizational efficiency, productivity, and high service standards. Key Responsibilities:<ul><li>Optimize internal processes and workflows</li><li>Lead and supervise operational staff</li><li>Analyze performance data and implement improvements</li><li>Manage budgets and resources</li><li>Ensure compliance with company policies and regulations</li></ul>
2026-03-06T00:00:00Z

Data Analyst

Palo Alto, CA
onsite
Temporary
52.25 - 60.5 USD / Hourly
We are looking for a skilled Data Analyst to join our growing team in Palo Alto, California. This long-term contract position offers an exciting opportunity to contribute to high-tech engineering projects, leveraging your expertise in data analysis to drive impactful results. The role requires occasional onsite work on Wednesdays while primarily operating remotely. Responsibilities: • Perform detailed data analysis to identify trends, anomalies, and actionable insights. • Utilize advanced Excel and Google Sheets skills to manage, manipulate, and interpret large datasets. • Collaborate with internal teams to support data-driven decision-making processes. • Extract and process data from systems like Workday, ensuring accuracy and relevance. • Adapt quickly to changing priorities and efficiently handle multiple tasks. • Assist with fraud detection and prevention through data investigation and analytics. • Prepare comprehensive reports and visualizations to effectively communicate findings. • Support the implementation and optimization of tools such as Pave and Radford. • Work closely with the Directors of Global Benefits and Perks to align data analysis with organizational goals. • Provide training and guidance on system usage and data interpretation as needed.
2026-03-13T00:00:00Z

Document Analyst

Daly City, CA
remote
Temporary
30 - 45 USD / Hourly
We are looking for a document analyst for our Fintech Company in San Francisco. This contract role involves detailed analysis of user‑submitted documents, biometric data, and verification signals using both manual techniques and industry‑leading IDV tools. The ideal candidate is highly detail‑oriented, comfortable operating in a fast‑paced environment, and able to make sound decisions based on incomplete or ambiguous information Responsibilities:• Conduct comprehensive reviews of government-issued identification documents, including international IDs, to verify their authenticity.• Assess user-submitted images and selfies for identity validation, utilizing facial matching techniques.• Detect and report fraudulent activities, such as altered documents, impersonation attempts, and synthetic identities.• Utilize advanced tools like Jumio, Onfido, Socure DocV, or similar platforms for document authentication and identity verification.• Adhere to established risk policies and service level agreements while performing application and fraud reviews.• Accurately document review outcomes and escalate complex or high-risk cases to appropriate teams.• Maintain consistent quality and accuracy in all reviews while meeting productivity goals.• Collaborate closely with Fraud Operations and Risk teams to enhance fraud prevention strategies.
2026-03-12T00:00:00Z

Financial Analyst

Burlingame, CA
onsite
Temporary
35 - 40 USD / Hourly
🧾 Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking a detail-oriented Financial Analyst to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments. 💼 What You’ll Do:Prepare and analyze monthly, quarterly, and annual financial reports for client organizationsDevelop financial models to support budgeting, forecasting, and strategic planningPerform variance analysis to identify trends, risks, and opportunities in financial performanceAssist with the annual budgeting process and periodic financial forecastsAnalyze operating results and provide actionable insights to managementPrepare dashboards, KPIs, and management reporting packagesSupport month-end and quarter-end close by analyzing financial results and preparing supporting schedulesConduct profitability, cost, and margin analysis to support business decision-makingCollaborate with accounting, operations, and leadership teams to ensure accurate financial dataAssist with financial system implementations, reporting automation, and process improvementsSupport audit requests and assist with documentation for internal and external reviewsProvide ad-hoc financial analysis and reporting for special projects and strategic initiatives
2026-03-10T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T00:00:00Z

Pricing Analyst

San Jose, CA
onsite
Permanent
70000 - 80000 USD / Yearly
We are looking for a detail-oriented Pricing Analyst to join our team in San Jose, California. This role involves preparing and managing customer quotations, processing sales orders, and providing exceptional support throughout the order lifecycle. The ideal candidate will have experience in customer-facing roles within manufacturing, electronics, or semiconductor industries, with a strong understanding of technical product pricing and order management processes. Responsibilities: • Develop and issue customer quotations for printed circuit boards and semiconductor components, ensuring accurate details based on specifications, volumes, and delivery timelines. • Analyze and review customer RFQs, collaborating with engineering and operations teams to ensure cost accuracy and manufacturability. • Process and manage sales orders within company systems, verifying pricing, quantities, and delivery schedules. • Maintain up-to-date pricing data, including customer-specific agreements and discount structures. • Provide customers with timely updates on quotes, order statuses, and delivery schedules, addressing inquiries and resolving any issues. • Partner with sales, production planning, and supply chain teams to address discrepancies in orders or pricing. • Support the sales team by generating quote documentation, conducting pricing analyses, and confirming orders. • Monitor open quotations and convert approved quotes into finalized sales orders. • Ensure compliance with company policies, contract terms, and internal controls for all orders. • Deliver excellent customer service by responding promptly to inquiries and resolving order-related challenges.
2026-03-09T00:00:00Z

Operations Support Specialist I

Palo Alto, CA
onsite
Temporary
25 - 40 USD / Hourly
We are looking for a detail-oriented Operations Support Specialist I to join our team in Palo Alto, California. In this long-term contract position, you will play a vital role in ensuring smooth and accurate patient registration processes while delivering exceptional customer service. This position requires someone who can manage multiple tasks efficiently, prioritize responsibilities, and maintain professionalism in a fast-paced environment. ESSENTIAL FUNCTIONSMaintain and distribute controlled documents to mobile and center locations.Maintains an inventory of controlled documents, labels and tags, fulfills orders to, and from multiple locations to ensure each location using preprinted materials are using the most current version of each document.% Time: 10%Maintains Donor Services Critical Supply Verification process by checking in supplies and verifying shipment number, lot number and expiration dates match what was logged by materials management. Verifies package inserts for updates or revision changes and obtains certificates from manufactures for products that require them.% Time: 20%Orders and maintains office supplies and equipment for donor services. Maintaining par levels for all office supplies and distributes them to locations when needed. Obtains special requested supplies and equipment for donor services by obtaining quotes from vendors and working with purchasing to ensure orders arrive quickly and on time to meet the varying needs of the donor services team.% Time: 10%Handles preventative maintenance (PM) and equipment repair tasks for donor services. Performs PM tasks on various equipment within donor services, reaches out to vendors and coordinates PM's for more complicated equipment. Handles problem equipment requests from staff members by diagnosing equipment and performing repairs on equipment when able or sending equipment out to vendors for more complicated repairs.% Time: 20%Handles bag and kit reporting for donor services by taking incoming problem bag and kit reports from donor services staff and completing vendor requirements to report any defective products to the vendor and our quality and regulatory affairs (QRA) team.% Time: 10%Maintains supply and equipment records for the OS department both in paper form when necessary and in digital form by entering information into a software system. Maintains the most current version of package inserts and certificates and obtains digital copies when possible. Recalls records from offsite storage when necessary.% Time: 10%Assists other Operations Support Specialists with projects and tasks as assigned.% Time: 20%
2026-03-12T00:00:00Z

Accounting Analyst

Pleasanton, CA
onsite
Contract / Temporary to Hire
38 - 44 USD / Hourly
We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting. Responsibilities:<ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul>For immediate consideration, please contact Dennis at 925-271-4809
2026-03-05T00:00:00Z

Budget Analyst

Fremont, CA
onsite
Temporary
27.7115 - 32.087 USD / Hourly
We are looking for a skilled Budget Analyst for a contract position based in Fremont, California. In this role, you will play a crucial part in managing and analyzing budget data, ensuring its accuracy and consistency. You will collaborate with program leaders and billing teams to streamline processes and produce detailed reports and summaries for managerial review. Responsibilities: • Collect and organize budget and billing data from various departments and stakeholders. • Enter, upload, and validate financial data to ensure accuracy and consistency. • Conduct detailed analyses of budgets, identifying discrepancies and proposing solutions. • Prepare comprehensive reports and summaries for review by management. • Collaborate with program leaders to support the development and maintenance of program budgets. • Monitor and manage annual operating budgets, ensuring alignment with organizational goals. • Assist in tracking approved budgets and provide updates on their utilization. • Work closely with billing teams to ensure smooth integration of financial data across systems. • Provide recommendations to improve budget processes and reporting efficiency.
2026-03-11T00:00:00Z

Sourcing Analyst

San Francisco, CA
remote
Temporary
45 - 55 USD / Hourly
We are looking for a skilled Sourcing Analyst to join our team in San Francisco, California. As a key contributor, you will collaborate across departments to optimize vendor relationships, negotiate contracts, and enhance procurement strategies. This is a Long-term Contract position offering the opportunity to shape the future of procurement within a dynamic and evolving industry. Responsibilities:• Develop and refine strategic sourcing practices to maximize efficiency and value.• Negotiate contracts with suppliers, ensuring favorable terms and compliance with organizational policies.• Manage contract review processes, coordinating with legal and other stakeholders to ensure timely execution.• Lead supplier rationalization initiatives to improve vendor performance and reduce costs.• Establish and oversee vendor life-cycle strategies, including onboarding, performance management, and offboarding.• Conduct financial analysis and create dashboards to support data-driven decision-making in procurement.• Identify and mitigate risks associated with key vendors while monitoring supplier compliance.• Provide training to stakeholders to promote procurement best practices and policy adherence.• Resolve supplier performance issues promptly to maintain quality and consistency.• Support various ad hoc projects to enhance procurement processes and systems.
2026-03-12T00:00:00Z

Project Analyst

San Mateo, CA
onsite
Permanent
100000 - 130000 USD / Yearly
We are looking for a motivated Commercial Property Manager to join our team in San Mateo, California. In this role, you will play a key part in managing tenant relations and supporting commercial property operations. The ideal candidate is detail-oriented, skilled in data management, and has experience in providing exceptional customer service within the real estate industry. Very infrequent Responsibilities:• Address tenant needs and requests promptly, ensuring efficient resolution and exceptional customer service.• Generate and manage work orders for vendors and building engineers, following up to confirm issues are resolved.• Utilize Yardi and accounting software to assist tenants with inquiries regarding rent statements and operating expenses.• Conduct regular inspections of buildings and tenant spaces, identifying and addressing any concerns.• Communicate with tenants regularly to monitor satisfaction and assess space requirements.• Draft and distribute tenant memos, notices, and other communications as needed.• Remain available for on-call emergencies, collaborating with building engineers to address urgent situations.• Organize and support community events to foster tenant engagement and satisfaction.• Assist in the management of commercial property operations, ensuring compliance and efficiency.
2026-02-23T00:00:00Z

Project Analyst

San Mateo, CA
onsite
Permanent
58240 - 62400 USD / Yearly
Property Manager Full-time/Direct HireCome join a long standing Real Estate property management company. Responsibilities include: Phone presence and speaking with tenants and owners, promotions at properties, Draft Contracts, Records Management, Vendor Relations, Lease agreements & renewals, Tenant correspondence, Legal Documentation, work with vendors for any renovations, property inspections etc. , Administrative Tasks, Photocopying/Scanning documents, Microsoft Excel
2026-02-17T00:00:00Z

E/L Analyst

San Ramon, CA
onsite
Temporary
24.5 - 29 USD / Hourly
We are seeking a recent graduate to join our team as an Entry-Level Analyst focused on billing, accounts receivable (AR), and reconciliation. This contract to hire position is ideal for candidates with 1+ years or internship experience in finance or accounting who are highly proficient working with large data sets in Excel. The role offers an excellent opportunity to build a foundational career in financial operations within a dynamic environment. Please apply directly or share your resume with Tawnia Kirshen using my email found on LinkedIn. Thank you! Key Responsibilities:<ul><li>Prepare and review customer invoices in line with contract terms and company policies.</li><li>Assist in the accurate recording and processing of AR transactions.</li><li>Investigate and reconcile discrepancies in billing and AR records.</li><li>Collaborate with cross-functional teams to resolve client billing issues in a timely manner.</li><li>Perform monthly, quarterly, and annual AR reconciliations; identify and resolve variances.</li><li>Maintain accurate documentation and ensure data integrity.</li><li>Analyze large volumes of financial data in Excel to support reporting and trend analysis.</li><li>Assist in internal/external audits as needed.</li><li>Support process improvement initiatives related to billing and AR functions.</li></ul>
2026-02-27T00:00:00Z

E/L Analyst

Lafayette, CA
onsite
Temporary
25 - 29 USD / Hourly
We are seeking a recent graduate to join our team as an Entry-Level Analyst focused on billing, accounts receivable (AR), and reconciliation. This contract to hire position is ideal for candidates with 1+ years or internship experience in finance or accounting who are highly proficient working with large data sets in Excel. The role offers an excellent opportunity to build a foundational career in financial operations within a dynamic environment. Please apply directly, or email your resume to Tawnia Kirshen. Email found on LinkedIn. Key Responsibilities:<ul><li>Prepare and review customer invoices in line with contract terms and company policies.</li><li>Assist in the accurate recording and processing of AR transactions.</li><li>Investigate and reconcile discrepancies in billing and AR records.</li><li>Collaborate with cross-functional teams to resolve client billing issues in a timely manner.</li><li>Perform monthly, quarterly, and annual AR reconciliations; identify and resolve variances.</li><li>Maintain accurate documentation and ensure data integrity.</li><li>Analyze large volumes of financial data in Excel to support reporting and trend analysis.</li><li>Assist in internal/external audits as needed.</li><li>Support process improvement initiatives related to billing and AR functions.</li></ul>
2026-02-27T00:00:00Z

Financial Analyst - Entry Level

San Francisco, CA
onsite
Contract / Temporary to Hire
43 - 50 USD / Hourly
We are looking for an Entry-Level Financial Analyst to join our team in San Francisco, California. This is a Contract position with the possibility of becoming permanent. In this role, you will contribute to financial planning and analysis, providing valuable insights to support the organization's strategic goals. This is an excellent opportunity to grow your career while making a meaningful impact. Responsibilities:• Prepare monthly, quarterly, and annual financial reports, including variance analysis, forecasting, and performance insights.• Support budget creation and management by partnering with department leaders and ensuring accurate financial inputs.• Conduct financial analysis, including trend analysis, cost-benefit assessments, and modeling to support decision-making.• Track grant budgets, monitor expenditures, and prepare required financial reports for grant-funded programs.• Support annual audit preparation by organizing documentation and ensuring compliance with applicable regulations.• Maintain accurate financial records, recommend process improvements, and collaborate with program and department leaders on financial matters.
2026-03-12T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary
23 - 28 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail. Responsibilities: • Organize and review client tax documents, ensuring all necessary information is included.• Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs.• Prepare and assemble complete tax packets for final review and filing.• Ensure consistency by referencing prior year tax returns and identifying recurring items.• Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements.• Track income sources, capital gains, and pass-through income accurately.• Utilize established checklists to maintain compliance and completeness.• Maintain detailed records and documentation for all client files.• Navigate Excel spreadsheets effectively, including the use of Pivot Tables.• Use company software to manage files and streamline processing.
2026-03-12T00:00:00Z

Workday Reporting Analyst

San Ramon, CA
remote
Temporary
70 - 85 USD / Hourly
Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights. Responsibilities:• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.
2026-03-12T00:00:00Z

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-08T00:00:00Z

Workday Financials Business Analyst

San Ramon, CA
remote
Temporary
80 - 95 USD / Hourly
Robert Half Management Resources is looking for a skilled Workday Financials Business Analyst with expertise in Banking and Treasury operations to join one of our clients on an interim basis. This role emphasizes financial accuracy and operational efficiency, bridging the gap between Finance, Treasury, and IT. The ideal candidate will have a strong accounting background combined with technical proficiency in Workday, ensuring seamless banking configurations and precise financial reporting. Responsibilities:• Configure and manage Workday Banking functionalities, including bank account setup, connectivity, and electronic file formats.• Perform and oversee complex bank reconciliations, ensuring alignment with corporate accounting standards and accurate cash-to-bank reporting.• Support Treasury functions such as cash pooling, intercompany transfers, and liquidity monitoring within the Workday system.• Collaborate with stakeholders to translate financial needs into system requirements, ensuring seamless communication between Finance, Treasury, and external banking partners.• Document detailed business requirements, identify risks, and propose actionable solutions to keep project workflows on track.• Monitor and optimize cash movement processes to enhance efficiency and accuracy.• Ensure the integrity of financial data and workflows, maintaining compliance with accounting and reporting standards.• Provide analytical insights to improve processes related to banking transactions and cash management.• Act as a functional lead for project workstreams, ensuring deadlines and objectives are met.• Support the integration of Treasury and banking operations into broader financial systems for improved reporting and decision-making.
2026-03-12T00:00:00Z

Operations Manager | East Bay RIA Firm

Walnut Creek, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience. Responsibilities<ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul>
2026-03-09T00:00:00Z

AR Analsyst

Concord, CA
onsite
Temporary
24.5 - 30.5 USD / Hourly
Our company is seeking an Accounts Receivable Analyst for a temp-to-hire position. Ideal candidates are recent graduates with a degree in accounting, finance, business, or a related field, strong Excel skills, and experience working with large data sets, including through internships. Candidates with a master’s degree will not be considered for this role. Key Responsibilities:<ul><li>Reconcile AR accounts and manage high-volume billing and collections processes.</li><li>Track outstanding accounts, resolve discrepancies, and conduct account research.</li><li>Analyze large and complex data sets using advanced Excel functions (pivot tables, VLOOKUP, formulas).</li><li>Generate periodic reports to support finance leadership.</li><li>Collaborate with internal teams and external clients on AR-related issues.</li><li>Support process improvements for AR efficiency and accuracy.</li></ul>
2026-02-27T00:00:00Z