<p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>
<p>We are looking for an experienced Marketing Campaign Program Manager to join our B2B Tech client. In this role, you will oversee the development and execution of integrated marketing campaigns aimed at driving audience engagement and brand awareness.</p><p><br></p><p>Responsibilities:</p><ul><li>Responsible for planning, executing, and measuring the impact of marketing campaigns and programs across digital, content creation, events including campaign framework</li><li>Mock up short marketing nurtures (copywriting experience a plus)</li><li>Update decks weekly via Google Sheets</li></ul>
<p>We are looking for a document analyst for our Fintech Company in San Francisco. This contract role involves detailed analysis of user‑submitted documents, biometric data, and verification signals using both manual techniques and industry‑leading IDV tools. The ideal candidate is highly detail‑oriented, comfortable operating in a fast‑paced environment, and able to make sound decisions based on incomplete or ambiguous information</p><p><br></p><p>Responsibilities:</p><ul><li>Conduct detailed reviews of government-issued identification documents, including international IDs, to verify authenticity and legitimacy.</li><li>Assess user-submitted images and selfies for identity validation, performing facial and identity matching to confirm accuracy.</li><li>Identify, flag, and report fraudulent activity, including altered documents, impersonation attempts, and synthetic identities.</li><li>Accurately document review outcomes, escalate high-risk or complex cases, and ensure compliance with risk policies and service level agreements.</li><li>Maintain high quality and productivity standards while collaborating with Fraud Operations and Risk teams to strengthen fraud prevention efforts.</li></ul>
We are looking for a skilled Financial Analyst to join a non-profit organization based in San Rafael, California. This is a contract position where you will play a critical role in supporting asset management activities, financial modeling, and operational budgeting. The ideal candidate will bring expertise in financial analysis and data management to ensure seamless execution of responsibilities.<br><br>Responsibilities:<br>• Develop and maintain financial models for predevelopment budgets, appraiser presentations, and commercial property charges.<br>• Create and manage tracking systems using software tools such as Smartsheet to monitor reporting functions, contract deadlines, and subsidy timelines.<br>• Collaborate with Asset Management staff during the annual operating budget process and assist in equity and debt transactions.<br>• Prepare capital account templates and obtain book-tax balances from CPAs for annual analyses.<br>• Support the preparation of periodic reports for investors, lenders, and senior management, ensuring accuracy and timeliness.<br>• Assist in the development of comparative analysis tools to evaluate property income and expenses for cost efficiency and rent policy optimization.<br>• Contribute to applications for funding and lender due diligence by compiling technical and operational data.<br>• Provide analytics and reports for financial transactions, including lien assignments and equity buyouts, while supporting board presentations and partner requirements.<br>• Research and apply for grants aimed at capital improvements and sustainability initiatives.<br>• Maintain accurate property data in organizational databases, updating information through various project phases.
<p>🧾 <strong>Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)</strong></p><p>Robert Half is seeking a detail-oriented <strong>Financial Analyst</strong> to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.</p><p>This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments.</p><p><br></p><p>💼 <strong>What You’ll Do:</strong></p><p>Prepare and analyze monthly, quarterly, and annual financial reports for client organizations</p><p>Develop financial models to support budgeting, forecasting, and strategic planning</p><p>Perform variance analysis to identify trends, risks, and opportunities in financial performance</p><p>Assist with the annual budgeting process and periodic financial forecasts</p><p>Analyze operating results and provide actionable insights to management</p><p>Prepare dashboards, KPIs, and management reporting packages</p><p>Support month-end and quarter-end close by analyzing financial results and preparing supporting schedules</p><p>Conduct profitability, cost, and margin analysis to support business decision-making</p><p>Collaborate with accounting, operations, and leadership teams to ensure accurate financial data</p><p>Assist with financial system implementations, reporting automation, and process improvements</p><p>Support audit requests and assist with documentation for internal and external reviews</p><p>Provide ad-hoc financial analysis and reporting for special projects and strategic initiatives</p><p><br></p><p><br></p>
<p>We are looking for an experienced Financial Analyst to join our team in the Palo Alto area, on a contract basis. In this role, you will provide critical support to the finance director by streamlining operational financial planning and analysis (FP&A) processes and ensuring accurate reporting. This position is ideal for someone who is detail-oriented, experienced in advanced financial tasks, and comfortable collaborating across departments.</p><p><br></p><p>Responsibilities:</p><p>• Generate and manage detailed expense reports to ensure accurate tracking and analysis.</p><p>• Oversee headcount reporting and forecasting processes to align with organizational goals.</p><p>• Develop and maintain budgets while providing precise forecasting to support decision-making.</p><p>• Assist in month-end closing activities, including identifying accruals and reconciling accounts.</p><p>• Review and analyze open purchase order (PO) reports to ensure proper management.</p><p>• Monitor and manage expenses, with a focus on marketing spend, ensuring cost efficiency.</p><p>• Scrub, validate, and analyze financial data to maintain integrity and reliability.</p><p>• Collaborate with vendors to investigate invoices and resolve discrepancies in PO closures.</p><p>• Partner with non-finance business stakeholders to provide financial insights and guidance.</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><br></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 detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
<p>We are looking for an experienced Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is focused on supporting the finance director with operational financial planning and analysis, streamlining reporting processes, and ensuring accurate financial data management. You will play a key role in providing insights into expenses, headcount forecasting, and budgeting to drive informed decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Prepare detailed expense reports and ensure accurate tracking of costs across various departments.</p><p>• Conduct headcount reporting and forecasting to align staffing plans with organizational goals.</p><p>• Develop and maintain budgets and forecasts, ensuring alignment with strategic objectives.</p><p>• Provide support during month-end closing processes, including identifying accruals and reconciling accounts.</p><p>• Analyze open purchase order reports and assist in resolving outstanding items.</p><p>• Manage and monitor marketing expenses, ensuring adherence to budget limits.</p><p>• Review and validate financial data to ensure accuracy and consistency.</p><p>• Collaborate with cross-functional teams to investigate vendor invoices and address discrepancies.</p><p>• Utilize advanced Excel techniques such as pivot tables and lookups to perform in-depth data analysis.</p>
<p>We are looking for a Senior Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is ideal for an experienced and detail-oriented individual with a strong background in financial planning and analysis (FP&A). You will play a key role in supporting the finance director by streamlining reporting processes and ensuring precise expense and headcount management.</p><p><br></p><p>Responsibilities:</p><p>• Prepare detailed expense reports and ensure accurate tracking.</p><p>• Manage headcount reporting and provide reliable forecasting.</p><p>• Develop and maintain budgets and financial forecasts.</p><p>• Assist with month-end close activities, ensuring all necessary adjustments are completed.</p><p>• Identify and record accruals to maintain accurate financial records.</p><p>• Review open purchase order (PO) reports and address discrepancies.</p><p>• Oversee expense management, including marketing spend, ensuring alignment with budgets.</p><p>• Scrub and validate financial data for accuracy and completeness.</p><p>• Collaborate with non-finance teams to address financial inquiries and resolve vendor-related issues.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Menlo Park, California. In this Contract to permanent position, you will play a vital role in budget management, workforce planning, and financial reporting for executive leadership. This is an exciting opportunity to contribute to key organizational decisions by providing accurate and insightful financial analysis.<br><br>Responsibilities:<br>• Manage end-to-end budget planning and workforce allocation to ensure financial goals are met.<br>• Analyze cost drivers and recommend adjustments to optimize spending.<br>• Prepare and deliver comprehensive financial reporting packages for executive leadership.<br>• Track budgets against actuals and variances, providing actionable insights to stakeholders.<br>• Collaborate with teams to monitor headcount and resource allocation.<br>• Create detailed forecasts to support strategic planning initiatives.<br>• Utilize tools like Google Sheets for effective analysis and reporting.<br>• Present findings and recommendations to senior management for informed decision-making.<br>• Ensure compliance with financial regulations and internal policies.<br>• Support ad hoc analysis and reporting requests as needed.
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech.<br><br>Responsibilities:<br>• Assist in developing and maintaining financial models to support forecasting and budgeting processes.<br>• Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights.<br>• Collaborate with cross-functional teams to support business planning and the financial aspects of product development.<br>• Prepare and deliver financial reports and presentations tailored for senior leadership review.<br>• Contribute to process improvements and tool enhancements for financial reporting workflows.<br>• Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives.<br>• Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing.<br>• Support the financial evaluation of new product launches and strategic initiatives.<br>• Monitor market trends and industry developments to inform financial strategies.