We are looking for a Sr. Compliance Analyst to support marketing and customer communication review activities for financial products in San Francisco, California. This Long-term Contract position will focus on evaluating promotional content, identifying regulatory risk, and advising cross-functional teams on compliant campaign execution. The ideal candidate brings strong knowledge of financial services compliance, sharp analytical skills, and the ability to translate regulatory expectations into practical business guidance.<br><br>Responsibilities:<br>• Evaluate marketing assets and customer-facing materials to confirm that disclosures, pricing details, fees, and promotional statements align with applicable regulatory standards.<br>• Work closely with partners across Marketing, Legal, Product, and Risk to address compliance considerations during campaign planning, content development, and launch preparation.<br>• Review outbound communications before release to ensure consent language, opt-out options, and advertising requirements are properly incorporated.<br>• Conduct targeted testing, quality checks, and recurring reviews of campaigns to uncover compliance concerns and recommend corrective measures.<br>• Examine potential compliance incidents, document conclusions, and coordinate with business teams to drive prompt and effective remediation.<br>• Maintain organized records of approvals, supporting documentation, and audit history for internal review and regulatory examination readiness.<br>• Track regulatory updates and industry guidance, then help refine policies, procedures, and training content to keep practices current.<br>• Contribute to compliance frameworks by supporting risk assessments, procedure development, and educational efforts that strengthen control awareness across marketing functions.<br>• Prepare summaries, metrics, and risk-related reporting for leadership to support decision-making and ongoing process enhancement.
We are looking for a Quality Compliance Specialist to join a Contract assignment supporting quality and regulatory activities in Petaluma, California. This role blends compliance coordination, administrative support, and project-based work in a hybrid environment, making it well suited for someone who is organized, proactive, and comfortable improving processes. The ideal candidate brings experience with regulated products, strong documentation habits, and the technical confidence to manage information accurately while partnering with internal teams.<br><br>Responsibilities:<br>• Coordinate day-to-day quality and compliance activities to help maintain accurate records, timely follow-up, and consistent execution of required tasks.<br>• Support coverage for a leave of absence by completing cross-training, learning current workflows, and ensuring continuity across compliance-related operations.<br>• Maintain organized documentation, track open items, and capture guidance clearly so information can be referenced without repeated follow-up.<br>• Partner with internal stakeholders to monitor regulatory and quality requirements associated with product distribution, including compliance considerations for yeast-related products.<br>• Contribute to administrative and project coordination work by managing schedules, status updates, and task ownership across multiple priorities.<br>• Identify opportunities to strengthen existing procedures and recommend practical improvements that increase consistency and efficiency.<br>• Use business systems and digital tools effectively to manage records, reporting, and workflow updates in a hybrid work setting.<br>• Serve as a reliable point of contact for compliance support, escalating issues appropriately and helping teams stay aligned with established processes.
<p>We are looking for an experienced Senior SOX Compliance Auditor to join a high-performing team in California. This role is ideal for an audit or accounting specialist who wants to deepen expertise in internal controls and financial compliance within a successful public company. You will work closely with experienced leadership and key stakeholders across the business while contributing to a well-structured compliance environment with strong opportunities for growth.</p><p><br></p><p>Responsibilities:</p><p>• Execute SOX 404 control assessments, including planning, walkthroughs, and testing</p><p>• Evaluate control effectiveness and recommend process and risk improvements</p><p>• Perform financial statement reviews and targeted audit procedures</p><p>• Partner with external auditors and support their audit requirements</p><p>• Contribute to ad‑hoc projects and special initiatives as needed</p><p>• Stay current on accounting, auditing, and financial reporting standards</p>
<p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. </p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
<p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role.</p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
<p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. <strong>Long-term contract/hybrid role.</strong></p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
<p>We are looking for an Accounting and Compliance Coordinator to support day-to-day financial operations and help maintain accurate records for a team based in Oakland, California. This position focuses on payment processing, receivables tracking, and detailed financial data management while ensuring documentation is complete and organized. The ideal candidate is comfortable working with accounting systems, handling multiple priorities, and contributing to reliable, timely reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle bills, reimbursements, and payments quickly and with precision</li><li>Validate and record vendor invoices following company guidelines</li><li>Reconcile accounts (vendors and credit cards) on a monthly basis</li><li>Keep vendor data up to date and audit-ready</li><li>Troubleshoot and fix billing or payment issues</li><li>Communicate with vendors to address questions or concerns</li><li>Gather and provide support materials for audits</li><li>Pitch in on additional finance or accounting duties as needed</li></ul>
<p>Our client, a leading financial institution, is seeking a <strong>Financial Crimes Analyst</strong> to support a <strong>special project</strong> focused on <strong>fraud detection, transaction monitoring, AML compliance, and customer risk review</strong>. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with <strong>BSA/AML regulatory requirements</strong> and internal financial crimes policies. This is a HYBRID role. </p><p> </p><p>The ideal candidate will have experience in <strong>fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review</strong> within a banking or financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct <strong>KYC, CIP, CDD, and EDD</strong> reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support <strong>BSA/AML compliance efforts</strong> by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul><p><br></p>
<p>We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial.</p><p><br></p><p>Responsibilities:</p><p>• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.</p><p>• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.</p><p>• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.</p><p>• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.</p><p>• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.</p><p>• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.</p><p>• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.</p><p>• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.</p>
<p>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.</p><p> </p><p><strong>Key Responsibilities:</strong></p><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><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
<p><strong>Financial Analyst</strong></p><p>The Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.</p><p>• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.</p><p>• 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.</p><p>• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.</p><p>• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.</p><p>• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.</p><p>• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.</p><p>• 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.</p><p>• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.</p>
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders.<br><br>Responsibilities:<br>• Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making.<br>• Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions.<br>• Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format.<br>• Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting.<br>• Update and manage relevant records in Salesforce to keep internal information current and reliable.<br>• Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy.<br><br>Responsibilities:<br>• Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations.<br>• Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period.<br>• Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements.<br>• Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes.<br>• Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner.<br>• Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing.<br>• Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments.<br>• Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements.<br>• Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
<p>Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated <strong>Financial Analyst</strong> to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives.</p><p><br></p><p>Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><u>Financial Planning Support</u></p><ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul><p><u>Analysis & Research</u></p><ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul><p><strong>Benefits</strong>:</p><ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
<p>Our client, a well-established Fortune 500 organization, is seeking a Legal Bill Analyst to join its legal operations team for a 3-month contract period with possibily for extension. This role is ideal for a legal billing professional, legal bill reviewer, or workers' compensation defense legal support professional with strong analytical skills and experience evaluating legal invoices.</p><p><br></p><p>The Legal Bill Analyst will primarily be responsible for reviewing and analyzing outside counsel invoices through CounselLink, ensuring billing practices align with company guidelines and determining whether charges are reasonable and appropriate. This position does not involve direct case handling but does require a solid understanding of workers' compensation defense matters to effectively evaluate billing activity and related documentation.</p><p><br></p><p>This is a hybrid role with candidates expected to report on-site to the Walnut Creek office 3 days a week and work remotely 2 days a week.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and analyze legal invoices submitted through CounselLink.</li><li>Evaluate billing entries for accuracy, reasonableness, and compliance with established billing guidelines.</li><li>Identify billing discrepancies, questionable charges, and guideline exceptions.</li><li>Communicate with internal stakeholders regarding invoice review findings and billing-related questions.</li><li>Review documents, correspondence, and claim-related information within the claims management system as needed to support invoice evaluations.</li><li>Apply knowledge of workers' compensation defense practices to assess the appropriateness of legal services billed.</li><li>Maintain accurate records and documentation of invoice review decisions.</li><li>Support legal operations and claims teams with additional billing and reporting-related projects as assigned.</li></ul><p><br></p>
We are looking for a Pricing Analyst to join a supply chain-focused team in California. This Long-term Contract position is ideal for someone who can combine analytical thinking with strong coordination skills to deliver accurate pricing and quotation support. The role works closely with manufacturing, engineering, sales, and customer service to evaluate technical details, support competitive pricing strategies, and keep quote activity moving on schedule.<br><br>Responsibilities:<br>• Prepare pricing proposals for both new and existing part numbers, ensuring quote details are accurate and submitted within expected timelines.<br>• Support offshore quotation activity by gathering required inputs and helping assemble pricing responses for customer requests.<br>• Partner with manufacturing and engineering teams to assess production feasibility and identify when exceptions or deviation approvals are required.<br>• Communicate quotation-related issues, including deviation needs and manufacturability concerns, to customer service and sales stakeholders in a clear and timely manner.<br>• Manage multiple RFQ packages at once, helping reduce backlog volume while tracking each request through completion by the requested due date.<br>• Apply knowledge of facility capabilities, special processing options, and production constraints to build realistic and cost-effective quote recommendations.<br>• Collaborate with leadership on discounting and pricing approaches that strengthen competitiveness and improve win rates.<br>• Review applicable customer and technical specification requirements during the quote process and incorporate any necessary deviations into the final proposal.<br>• Select panel configurations, analyze material utilization, and develop array options that support efficient manufacturing and attractive pricing outcomes.<br>• Maintain clear and thorough communication across internal teams to align on quotation requirements, pricing assumptions, and production considerations.
<p>We are looking for an AML/KYC Analyst to support financial crimes compliance efforts through careful alert review, research, and case assessment in San Ramon, CA. This Long-term Contract position is well suited for a detail-oriented individual who can evaluate potentially suspicious activity, apply sound judgment, and produce clear investigative documentation. The role offers an opportunity to contribute to risk mitigation by analyzing transactional information, following regulatory expectations, and helping determine when additional review may be needed.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct first-level reviews of alerts to identify unusual or potentially suspicious financial activity.</p><p>• Assess investigative findings and decide when matters should be referred for deeper examination.</p><p>• Support the identification of situations that may warrant suspicious activity reporting based on documented evidence.</p><p>• Examine account and transaction data, synthesize relevant information, and record conclusions with clarity and accuracy.</p><p>• Perform targeted research using available systems and resources while maintaining compliance with applicable AML and KYC standards.</p><p>• Maintain organized case records and ensure all investigative steps are documented in accordance with policy expectations.</p><p>• Collaborate with compliance and risk stakeholders as needed to clarify findings and resolve alert-related questions.</p>
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.<br><br>Responsibilities:<br>• Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis.<br>• Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern.<br>• Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation.<br>• Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure.<br>• Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes.<br>• Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights.<br>• Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency.<br>• Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
We are looking for a Data Analyst to support operational teams during a period of rapid expansion by identifying inefficiencies and turning complex workflows into scalable, data-informed processes. This position combines hands-on execution with analytical problem-solving, helping teams improve productivity through automation, reporting, and measurable process improvements. Based in Concord, California, this role works closely with cross-functional stakeholders to uncover savings opportunities, strengthen data reliability, and support smarter business decisions.<br><br>Responsibilities:<br>• Partner with internal teams to assess day-to-day processes, document workflow patterns, and uncover barriers that slow execution.<br>• Design and implement practical automation solutions that reduce repetitive administrative work and improve operational consistency.<br>• Analyze time, cost, and throughput data to identify inefficiencies and estimate the business value of proposed process enhancements.<br>• Support high-volume operational periods by improving task handoffs, refining process flow, and increasing team capacity.<br>• Create business intelligence dashboards and reporting tools that track performance metrics, productivity trends, and key operational indicators.<br>• Develop data models that enable clear analysis of business performance and support decision-making across departments.<br>• Connect and reconcile information from systems such as Salesforce, NetSuite, and other business platforms to provide a unified reporting view.<br>• Maintain the accuracy and structure of operational datasets so reporting tools and business processes rely on dependable information.<br>• Prepare data-backed recommendations and business cases to help leadership evaluate automation, tooling, and workflow redesign initiatives.
<p>Our client is seeking a Contract Data Analyst to support a Salesforce modernization project in San Mateo, CA. This hybrid role (1-2 days onsite) will focus heavily on data cleanup, data integrity, and overall data quality as the organization works to enhance and streamline its Salesforce environment. The ideal candidate will have strong experience analyzing, cleansing, and validating large datasets, with a particular emphasis on CRM data and process improvement. This person will partner with business and technical teams to identify data issues, standardize records, and help ensure the success of the Salesforce transformation initiative. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform data cleanup, deduplication, normalization, and validation within Salesforce and related systems. </li><li>Identify data quality issues, inconsistencies, and gaps, and recommend corrective actions. </li><li>Support data migration, mapping, and integrity checks tied to the Salesforce modernization effort. </li><li>Analyze existing data structures and help establish best practices for ongoing data governance and stewardship.</li><li>Create reports, dashboards, and ad hoc analyses to support project stakeholders and business decision-making. </li><li>Collaborate with cross-functional teams, including business users, IT, and project leadership, to ensure data accuracy and consistency. </li><li>Document data definitions, business rules, and cleanup processes. </li><li>Assist with testing and validation of updated Salesforce workflows, fields, and records. </li></ul><p><br></p>
<p>Data Analyst</p><p><strong>Job Description</strong></p><p>Seeking a Data Analyst to collect, analyze, and interpret data to help drive business decisions and improve operational performance.</p><p><strong>Responsibilities</strong></p><ul><li>Analyze large datasets and identify trends</li><li>Create reports, dashboards, and visualizations</li><li>Perform data validation and quality checks</li><li>Present findings and recommendations</li><li>Collaborate with cross-functional teams</li></ul>
<p>We are looking for an experienced Global Tax & Compliance Director to lead corporate tax operations and strengthen compliance practices for a complex business environment in San Francisco, California. This role will oversee income tax provision activities, direct corporate tax filing obligations, and guide the effective use of tax technology to support reporting accuracy and operational efficiency. The ideal candidate brings deep technical tax expertise, sound leadership judgment, and the ability to partner across functions to manage risk and improve processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead global tax compliance, including corporate tax filings, VAT/GST, withholding tax, transfer pricing, and multi-country reporting.</li><li>Manage tax provisions, forecasting, and financial reporting compliance.</li><li>Oversee year-end tax processes, audits, and tax authority inquiries with internal and external partners.</li><li>Advise on domestic and international tax strategies to support business growth and expansion.</li><li>Assess tax risks related to cross-border operations, foreign entities, and permanent establishment matters.</li><li>Improve tax operations through automation, systems enhancements, and technology solutions.</li><li>Handle entertainment industry tax requirements, including multi-state and international filings.</li></ul>
<p><strong>Full-Time Engagement Professional (FTEP)</strong></p><p><strong>Location:</strong> San Mateo County, CA (Hybrid)</p><p><strong>Employment Type:</strong> Full-Time</p><p><br></p><p><em>About the Opportunity</em></p><p>Join Robert Half's Full-Time Engagement Practice and combine the stability of full-time employment with the opportunity to support a variety of organizations across the Peninsula. This role is ideal for a finance professional who enjoys business partnering, forecasting, strategic analysis, and helping leadership make informed decisions that drive growth and profitability.</p><p>This position offers exposure to diverse industries, executive leadership teams, business transformation initiatives, system implementations, and high-impact financial projects.</p><p><br></p><p><em>Position Overview</em></p><p>The FP&A Analyst/Senior FP&A Analyst will support budgeting, forecasting, financial modeling, management reporting, variance analysis, and strategic planning initiatives. The successful candidate will serve as a trusted business partner to finance and operational leaders, delivering actionable insights that improve business performance and support key decision-making.</p><p>The ideal candidate possesses strong analytical skills, financial acumen, and the ability to communicate complex financial information to non-financial stakeholders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Prepare monthly management reporting packages and executive dashboards.</li><li>Perform variance analysis and identify key business drivers impacting performance.</li><li>Build, maintain, and enhance financial models to support strategic decision-making.</li><li>Partner with department leaders to evaluate operational and financial results.</li><li>Analyze revenue, expenses, profitability, headcount, and cash flow trends.</li><li>Support month-end close by partnering with Accounting and Finance teams.</li><li>Prepare board, investor, and executive-level reporting materials.</li><li>Develop KPI reporting and business performance metrics.</li><li>Evaluate investment opportunities and business cases through ROI analysis.</li><li>Support M&A due diligence, integration activities, and strategic initiatives.</li><li>Assist with system implementations, reporting automation, and process improvements.</li><li>Provide ad hoc financial analysis and recommendations to leadership.</li></ul><p><br></p><p><br></p><p><br></p>