<p>Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment.</p><p><br></p><p>Responsibilities</p><ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul><p><br></p>
We are looking for an entry-level Financial Analyst to join our team in California on a contract basis with the potential for a permanent position. This role is ideal for someone who enjoys working with budgets, analyzing financial performance, and turning data into clear insights for leadership. The position will support planning activities, cost monitoring, and reporting needs while partnering with stakeholders to help drive informed business decisions.<br><br>Responsibilities:<br>• Support the full budgeting cycle, including planning, updates, and ongoing financial tracking across workforce and operating expenses.<br>• Compare budgeted figures against actual results, investigate variances, and highlight key drivers affecting financial performance.<br>• Monitor spending trends and cost assumptions, then provide practical recommendations to balance business needs with financial targets.<br>• Prepare clear financial summaries and reporting materials for executive audiences, presenting complex information in a clear format.<br>• Assist with headcount planning by tracking staffing changes, analyzing workforce costs, and maintaining accurate reporting.<br>• Use spreadsheets and financial data tools to organize information, build reports, and contribute to forecasting activities when needed.<br>• Partner with internal teams to gather inputs, validate numbers, and improve the accuracy and timeliness of financial analysis.
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.
<p>About the Opportunity</p><p>A growing technology company is seeking a Financial Analyst to join its Corporate Finance team. This position offers an opportunity to partner with cross-functional business leaders while supporting financial planning, forecasting, reporting, and strategic initiatives. The ideal candidate is analytical, detail-oriented, and eager to learn in a collaborative, fast-paced environment.</p><p>This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.</p><p>Key Responsibilities</p><ul><li>Support revenue forecasting, recurring revenue metrics, bookings analysis, cash flow projections, and long-range financial planning.</li><li>Maintain and enhance financial models, reporting tools, and large datasets to improve forecasting accuracy and business insights.</li><li>Assist with monthly and quarterly close activities, including reconciliations, reporting, and documentation.</li><li>Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement.</li><li>Partner with Sales Operations, Finance, Accounting, and other business teams to understand sales activity, pipeline performance, and key business drivers.</li><li>Prepare financial reports, dashboards, and presentation materials for leadership meetings and business reviews.</li><li>Support finance system transformation projects, including data validation, testing, and process improvements.</li><li>Identify opportunities to automate manual reporting and analysis using modern AI and productivity tools.</li><li>Document financial processes and communicate findings clearly to both finance and non-finance stakeholders.</li><li>Perform ad hoc financial analysis and special projects as assigned.</li></ul><p><br></p>
<p>We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analysis</li></ul><p><br></p>
Our client is seeking a detail-oriented and analytical entry level Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The entry level Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. <br> Key Responsibilities Financial and Cost Analysis Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting Support margin analysis across products and customers to help commercial and operations teams make informed decisions Identify key cost drivers and variances and highlight opportunities for cost optimization Pricing and Margin Support Support pricing analysis for new and existing products, including customer-specific pricing and margin review Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions Financial Reporting and Month-End Close Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries Research and help resolve variances between subledgers and the general ledger Assist with budgeting, forecasting, and financial planning processes Data Integrity and Process Improvement Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis Support improvements to financial reporting templates, reconciliation processes, and analytical workflows Assist with ERP and EPM data extraction, reporting, and reconciliation activities Document processes and support internal and external audit requests as needed <br> If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809
<p>Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment.</p><p><br></p><p>Responsibilities</p><ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul><p><br></p>
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.<br>• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.<br>• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.<br>• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.<br>• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.<br>• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.<br>• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.<br>• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
<p>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</li></ul><p><br></p>
<p>We are looking for an Accounts Receivable Analyst to join a service-focused organization in Concord, California on a contract basis with the potential for a permanent position. In this role, you will oversee a large portfolio of enterprise customer accounts, combining analytical problem-solving with proactive collections support to improve payment performance and customer satisfaction. This opportunity is well suited for someone who can organize high-volume account activity, investigate billing and payment issues, and collaborate across teams to resolve obstacles efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee a high-volume portfolio of enterprise receivable accounts, tracking account status, prioritizing follow-up, and driving timely payment activity across a complex customer base.</p><p>• Investigate delinquent balances by researching billing details, purchase order issues, payment history, and account structure to determine the source of delays.</p><p>• Reconcile multifaceted customer accounts that may include numerous locations, services, and active account lines under a single client relationship.</p><p>• Partner with sales, customer care, branch teams, and customers to address disputes, remove barriers to payment, and improve the overall collections process.</p><p>• Carry out commercial collections activities, including outreach on past-due invoices, resolution of unpaid balances, and arrangement of practical payment solutions when appropriate.</p><p>• Respond to billing-related questions, refund requests, account adjustments, and dispute inquiries with a strong customer service mindset and attention to accuracy.</p><p>• Prepare customer-specific billing support and accommodate specialized invoicing needs to align with client requirements.</p><p>• Maintain complete and accurate account documentation in internal records to support collection efforts, account research, and follow-up actions.</p><p>• Help customers navigate payment access options, including portal support and alternative payment methods, to encourage faster resolution of outstanding balances.</p><p>• Contribute to projects and process-related assignments as needed, while helping organize and streamline large account groupings into a more manageable structure.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate.<br><br>Responsibilities:<br>• Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement.<br>• Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results.<br>• Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control.<br>• Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders.<br>• Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts.<br>• Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed.<br>• Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards.<br>• Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
We are looking for an experienced Sr. Credit Analyst to support a growing finance organization in Santa Clara, California. This Long-term Contract position offers the opportunity to evaluate customer credit exposure, strengthen cash flow performance, and contribute to efficient order-to-cash operations. The role works closely with internal partners across finance and business teams to address risk, resolve payment issues, and support ongoing operational improvements.<br><br>Responsibilities:<br>• Evaluate customer financial health through detailed review of financial statements, annual filings, and related data to determine creditworthiness and recommend appropriate exposure limits.<br>• Oversee credit-related activities across the order-to-cash process, including onboarding support, account setup review, credit approval decisions, and order validation.<br>• Drive commercial collections efforts by following up on outstanding balances, researching payment delays, and working with customers to secure timely resolution.<br>• Reconcile customer accounts, investigate billing discrepancies, and coordinate dispute resolution to maintain accurate receivable balances.<br>• Review purchase orders, contractual terms, tax documentation, and entity details before order release to help ensure accurate shipment and invoicing.<br>• Collaborate with Sales, Legal, Tax, Order Management, Contracts, and Finance teams to address account issues and maintain compliance with company policies.<br>• Submit and manage invoices through customer payment platforms such as Ariba and Coupa while monitoring status and resolving submission issues.<br>• Contribute to process enhancements, acquisition-related integration support, and finance automation initiatives, including tools designed to improve collections efficiency.
<p>Senior Financial Accountant</p><p><br></p><p>About the Opportunity</p><p>Robert Half is partnering with a well-established organization seeking an experienced Senior Financial Accountant to support its corporate accounting and financial reporting functions. This position plays a key role in the monthly close process, general ledger maintenance, payroll-related accounting, financial reporting, budgeting support, and audit preparation. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced environment with multiple priorities.</p><p><br></p><p>Key Responsibilities</p><p>General Ledger, Month-End Close & Financial Reporting</p><ul><li>Prepare and post monthly journal entries and perform account reconciliations in accordance with established close deadlines.</li><li>Maintain the integrity of the general ledger and ensure accurate financial reporting.</li><li>Perform bank reconciliations, investigate discrepancies, and resolve outstanding reconciling items.</li><li>Analyze account activity and research variances to ensure financial accuracy.</li><li>Prepare monthly financial statements, supporting schedules, and management reporting packages.</li><li>Maintain fixed asset records, including additions, disposals, and depreciation schedules.</li><li>Record payroll-related journal entries, accruals, and reconciliations while partnering with internal teams to ensure payroll accuracy.</li><li>Assist with monthly, quarterly, and year-end close activities and maintain accounting system data.</li></ul><p>Audit & Compliance</p><ul><li>Prepare audit schedules and supporting documentation for external auditors.</li><li>Assist with annual financial statement audits and regulatory reporting requirements.</li><li>Ensure accounting records comply with GAAP and company policies.</li><li>Support internal controls and process improvement initiatives.</li></ul><p>Budgeting & Financial Analysis</p><ul><li>Assist with the annual budgeting process and ongoing forecast updates.</li><li>Analyze budget-to-actual results and prepare variance reports for management.</li><li>Support departmental leaders by providing financial analysis and responding to reporting requests.</li></ul><p>Additional Accounting Responsibilities</p><ul><li>Prepare financial reporting for affiliated entities and business units.</li><li>Assist with cost allocations and shared expense calculations.</li><li>Maintain supporting schedules and documentation for various accounting transactions.</li><li>Participate in special projects and process improvement initiatives as assigned.</li></ul><p><br></p>
We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations.<br><br>Responsibilities:<br>• Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions.<br>• Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics.<br>• Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives.<br>• Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support.<br>• Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights.<br>• Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders.<br>• Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p>You will report to the Managing Director of Trading and Operations.</p><p><br></p>
We are looking for a Senior FP&A Analyst to provide high-impact financial planning support with a primary emphasis on operating expenses and workforce reporting in San Francisco, California. This Long-term Contract position will partner closely with finance leadership to improve visibility into spending, strengthen forecast accuracy, and reduce time spent on manual reporting activities. The ideal candidate brings strong analytical judgment, communicates effectively with cross-functional stakeholders, and is comfortable working through detailed financial data to support business decisions.<br><br>Responsibilities:<br>• Produce recurring and ad hoc analysis on operating expenses, highlighting trends, risks, and key drivers for leadership review.<br>• Develop and maintain headcount reports and workforce forecasts to support planning across teams and business functions.<br>• Support budget cycles and rolling forecasts by preparing models, consolidating inputs, and explaining variances against plan.<br>• Assist with month-end activities by preparing financial reporting, investigating differences, and coordinating follow-up items with business partners.<br>• Evaluate transactions to determine appropriate accruals and help ensure expenses are recorded in the proper period.<br>• Analyze open purchase order activity, follow up on outstanding items, and help resolve questions related to vendor invoices and PO closures.<br>• Oversee expense management with particular attention to marketing-related spend, ensuring reporting is accurate and aligned with budgets.<br>• Review, reconcile, and validate financial datasets to improve data quality and support reliable decision-making.<br>• Collaborate with non-finance stakeholders to gather inputs, clarify spending activity, and translate financial information into actionable insights.
<p>We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.</p><p>• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.</p><p>• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.</p><p>• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.</p><p>• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.</p><p>• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.</p><p>• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant | Private Equity & Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks</strong></p><p> </p><p>Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team.</p><p> </p><p>You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our technology client is seeking a Deal Desk Analyst to support a fast-moving business. This is a remote, contract position is ideal for someone who thrives in an evolving environment, brings strong commercial judgment, and can create order in situations that involve ambiguity and unconventional deal needs. The right candidate will partner across teams to evaluate opportunities, strengthen financial decision-making, and provide practical support while processes continue to develop. The pay is expected to be between $50-$65/hr. DOE and work location (100% remote).</p><p><br></p><p>Responsibilities:</p><p>• Review complex commercial opportunities and provide financial guidance that supports sound business decisions</p><p>• Shape pricing, contract, and deal terms by balancing revenue goals, risk considerations, and operational feasibility</p><p>• Partner with sales, finance, and cross-functional stakeholders to manage nonstandard requests and bring structure to urgent priorities</p><p>• Support quote-to-cash activities, including work related to CPQ processes, pricing accuracy, and deal approvals</p><p>• Build clear financial analyses and models to assess profitability, investment value, and transaction outcomes</p><p>• Maintain reliable execution in environments that rely on manual workflows while helping identify opportunities for greater efficiency</p><p>• Create reporting and decision-support materials that help leadership understand pipeline trends, deal performance, and key financial impacts</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>