<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A growing real estate investment and operations firm is seeking a motivated <strong>Analyst or Senior Analyst</strong> to join its Asset Management team. This position plays a key role in financial analysis and operational oversight of a diverse real estate portfolio. The role is ideal for candidates with 1–5 years of experience in real estate investment, private equity, or related fields, who are looking to grow in a dynamic, team-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The company is a vertically integrated owner-operator focused on multifamily, student housing, and single-family rental properties across the Western U.S. With strategic partnerships involving global institutional capital and a team of over 250 people, the firm has built a strong track record since its founding in 2014. The organization is driven by a mission to create long-term value through responsible acquisition, development, and management. Core values include integrity, teamwork, authenticity, and excellence.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Analyst will support the Asset Management and Operations teams in performing financial analysis, identifying opportunities to improve property performance, and assisting with investor communications. As the Analyst gains experience, their responsibilities will expand to include deeper financial modeling and strategic decision support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Financial & Operational Analysis</strong></p><ul><li>Analyze return on investment (ROI) for capital improvement (CAPEX) projects</li><li>Conduct sensitivity and scenario analyses to evaluate the impact of operational decisions on investment returns</li><li>Monitor and interpret key operational and financial performance metrics</li><li>Identify cost-saving initiatives in collaboration with utilities and property management teams</li><li>Develop and present ad-hoc analyses to guide strategic decisions</li></ul><p><strong>Investor Communication & Reporting</strong></p><ul><li>Maintain and update web-based dashboards for internal and external stakeholders</li><li>Support the preparation of investor presentation materials</li><li>Participate in investor and stakeholder meetings, providing data-driven insights</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work closely with teams across operations, asset management, and property management to ensure consistent goals and performance alignment</li></ul>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>
<p><strong>Job Title:</strong> Financial Analyst – Public Sector (Scenario Analysis)</p><p><strong>Duration:</strong> Contract Role (1–3 months)</p><p><strong>Company:</strong> Robert Half Client – Public Sector</p><p><br></p><p><strong>Job Description:</strong></p><p>Our public sector client is seeking an experienced <strong>Financial Analyst</strong> for a short-term contract role to support scenario analysis related to grants and funding. This position offers an opportunity to contribute to meaningful projects impacting community programs and initiatives. If you have a strong background in financial modeling, forecasting, and working with grant-related budgets, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Scenario Analysis:</strong> Develop and conduct in-depth financial scenario analyses to assess the impact of changes in grant funding, allocation, and program priorities.</li><li><strong>Grant Budget Management:</strong> Review grant agreements and funding guidelines to ensure compliance and alignment with financial projections.</li><li><strong>Forecasting:</strong> Create detailed funding models and projections using historical data, anticipated grant disbursements, and program-specific requirements.</li><li><strong>Reporting:</strong> Prepare clear, concise reports and presentations to communicate findings to stakeholders, including senior management and program leadership.</li><li><strong>Risk Assessment:</strong> Evaluate financial risks associated with funding uncertainties and propose mitigation strategies.</li><li><strong>Collaboration:</strong> Work closely with program managers, grant coordinators, and finance teams to gather data and provide actionable recommendations.</li><li><strong>Ad Hoc Analysis:</strong> Provide support for additional budgeting, forecasting, and reporting requests as needed.</li></ul><p><br></p>
<p><strong>Job Description: <em>Financial Planning & Analysis (FP& A) Analyst</em></strong></p><p>We’re seeking a detail-oriented, highly analytical FP& A Analyst to join our accounting/finance team. As an FP& A Analyst, you will work closely with the firm's Controller and department managers in supporting the firm's various businesses. Here are the key responsibilities and qualifications:</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist in preparing annual budgets, and forecasts.</li><li>Assist in preparing financial statements for senior management.</li><li>Develop and maintain financial models for various business units and projects.</li><li>Analyze financial data to identify trends, variances, and opportunities for improvement.</li><li>Support the monthly financial reporting process, including variance analysis and management reporting.</li><li>Prepare ad-hoc financial analyses and reports as needed.</li><li>Continuously improve financial processes and systems.</li></ul><p><br></p>
<p>Seeking a nearly 100% remote job? We are looking for an experienced Lead Financial Analyst to join our team at the company headquartered in the East Bay. This role requires a detail-oriented individual who can leverage financial insights to support strategic decision-making and enhance business performance. The ideal candidate will excel in managing complex financial data and collaborating across teams to drive impactful results.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborates with senior leadership to analyze regional financial performance and guide decisions on pricing, resource allocation, and compensation strategies.</li><li>Advises mid-level leaders by interpreting financial data and recommending region-specific strategies to optimize profitability.</li><li>Develops and presents financial reports, forecasts, and scenario analyses to align operational plans with company goals.</li><li>Partners with Financial Analysts and Finance Intelligence to build models that support tactical and strategic decision-making.</li><li>Integrates predictive analytics into revenue planning and monitors key variances to refine forecasts and hit performance targets.</li><li>Supports compensation planning by validating data and suggesting adjustments based on trends and KPIs.</li><li>Guides leadership through changing market conditions, aligning strategies with business objectives and financial goals.</li><li>Facilitates regular financial reviews with regional leaders to enhance efficiency and execution.</li><li>Ensures compliance with financial regulations (GAAP, IFRS, SOX) and corporate governance through audits and documentation.</li><li>Collaborates cross-functionally to identify inefficiencies, drive process improvements, and align regional tools with operational needs.</li><li>Mentors junior team members and promotes best practices in financial analysis and reporting.</li></ul>
<p>We are looking for a detail-oriented HYBRID Finance Sr Analyst to join our team on a long-term contract basis in Fremont, California. In this hybrid role, you will collaborate closely with the Finance Manager and other analysts to support financial operations, reporting, and reconciliation tasks. This position offers an excellent opportunity to leverage your expertise in financial analysis and cross-functional collaboration while contributing to process improvements and data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchase order approvals and maintain accurate tracking of invoices to ensure timely processing.</p><p>• Update and manage financial trackers and smart sheets in Excel, compiling savings reports and preparing pivoted financial summaries.</p><p>• Perform account reconciliations and validate invoice data for accuracy and completeness.</p><p>• Approve expense reports, ensuring proper coding and billing allocation.</p><p>• Support financial analysts with ad hoc analysis and contribute to custom reporting projects.</p><p>• Prepare detailed financial reports and summaries tailored for stakeholder use.</p><p>• Collaborate with cross-functional teams to enhance financial workflows and operational accuracy.</p><p>• Conduct in-depth analysis to identify financial discrepancies and recommend solutions.</p><p>• Assist in special projects requiring multi-tasking and analytical expertise.</p><p>• Demonstrate a strong understanding of financial principles and processes to drive efficiency.</p>
<p>Our client in San Ramon is seeking an experienced Senior Financial Analyst for a leave coverage. In this role, you will play a critical part in supporting FP& A relationships with senior executive leadership while driving insights and analysis to inform strategic decisions. You will also collaborate with cross-functional teams and contribute to financial planning, reporting, and compliance efforts. This role is 100% remote although priority will be given to Bay Area and Ohio-based consultants. Expected pay is $50-$55/hr. depending on location.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with senior executive leadership to support financial planning and analysis efforts.</p><p>• Develop a comprehensive understanding of the global financial data governance model and its application to assigned portfolios.</p><p>• Collaborate with business units and corporate teams to gain insights into evolving business models and strategies.</p><p>• Contribute to the annual operating plan process by performing detailed analysis, preparing templates, and generating reports.</p><p>• Monitor performance targets, identify trends or gaps, and propose actionable solutions to meet organizational goals.</p><p>• Partner with teams such as recruiting, procurement, and real estate to ensure spending aligns with approved budgets.</p><p>• Conduct cost rate reviews and provide accounting support for corporate relationships.</p><p>• Lead or participate in initiatives focused on business growth, process simplification, and productivity improvements.</p><p>• Prepare financial models, capital budgets, and high-value analyses to support decision-making processes.</p><p>• Assist in the creation of dashboards and management reports to enhance visibility into business performance.</p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Trading & Investment Analyst - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $90-120k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Support senior investment professionals in the <strong>construction and implementation of customized portfolios</strong>, including strategy shifts and capital deployment plans</li><li>Gain and apply a deep understanding of the firm’s <strong>investment philosophy, proprietary models, asset classes, and product offerings</strong></li><li>Conduct <strong>company- and security-level investment analysis</strong> in response to client inquiries or internal research needs</li><li>Execute <strong>client-directed trades</strong> across equities, fixed income, and options in coordination with the Investment Management team</li><li>Prepare and maintain <strong>comprehensive client performance reports</strong>, balance sheets, and related investment documentation</li><li>Oversee and manage <strong>performance tracking for private investments</strong>, including communication with external managers</li><li>Assist in <strong>preparing alternative investment subscription documents</strong> and managing related workflows</li><li>Collaborate with the Client Service team to facilitate <strong>cash movements</strong>, including client-requested withdrawals and strategic cash deployment</li><li>Monitor client portfolios for <strong>cash drag, rebalancing needs, and tax-loss harvesting</strong> opportunities, proactively surfacing insights to the investment team</li><li>Review portfolio holdings for potential <strong>enhancement or optimization opportunities</strong>, presenting research and recommendations to senior team members</li><li>Provide <strong>operational support to the broader Investment Team</strong>, including coordination of internal projects and workflows</li><li>Manage <strong>private fund operations administration</strong> by liaising with third-party fund administrators and ensuring accurate recordkeeping</li></ul><p><br></p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>We are looking for a detail-oriented Financial Analyst to join our clients team in San Ramon, California. This long-term contract position offers the opportunity to work on complex financial models, enhance reporting processes, and support strategic decision-making by delivering accurate financial data and insights. If you have a passion for data analysis, forecasting, and process improvement, we encourage you to apply.</p><p><br></p><p>This is a fully remote position but occasional onsite visits may be needed. Applicants must be local to the Bay Area. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile and verify financial datasets from various sources to ensure accuracy and consistency.</p><p>• Investigate and resolve data discrepancies to maintain high-quality reporting standards.</p><p>• Collaborate with governance teams to align financial data with compliance and organizational standards.</p><p>• Identify inefficiencies in data preparation workflows and implement improvements to streamline processes.</p><p>• Prepare enterprise-level financial reports, focusing on global metrics and intercompany considerations.</p><p>• Work with IT and Treasury teams to address data inconsistencies and align reporting systems with key performance indicators.</p><p>• Analyze data trends and variances to provide actionable insights for senior leaders and financial business partners.</p><p>• Assist with enterprise-wide reporting exercises, including compensation plan analysis and budget reconciliation.</p><p>• Build and refine financial forecasting models to support budgeting and resource allocation processes.</p><p>• Partner with finance teams to enhance and automate reporting templates and forecasting tools.</p>
