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20 results for Business Analysis Manager in Palo Alto, CA

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
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. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-07-10T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
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. Responsibilities:<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>
2026-07-06T00:00:00Z

Financial Reporting Manager

Foster City, CA
onsite
Temporary / Contract
65 - 75 USD / Hourly
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. Responsibilities: • Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement. • Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results. • Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control. • Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders. • Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts. • Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed. • Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards. • Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
2026-07-06T00:00:00Z

Accounting Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for an Accounting Manager to join our team in California. This role is well suited for a finance specialist who combines strong technical accounting knowledge with a mindset for improving processes and strengthening operational efficiency. The position will oversee key close activities, support payables oversight, and partner with multiple departments to deliver accurate reporting and practical accounting guidance. Reporting to the Director of Accounting, this individual will also help advance systems, controls, and reporting capabilities across the organization. Responsibilities: • Lead monthly close activities, including fixed asset accounting, accrual entries, and reconciliation of balance sheet liabilities. • Oversee accounts payable operations to promote timely processing, accuracy, and effective controls across the function. • Partner with procurement, production, and related teams to help maintain smooth transaction flow and resolve process gaps. • Apply sound accounting practices and reinforce internal controls to support compliant and reliable financial operations. • Prepare and evaluate financial information for management reporting, often within compressed reporting deadlines. • Assist with annual audit preparation by organizing support, responding to requests, and helping maintain audit readiness. • Provide the FP&A team with accurate financial data and reports to support planning, forecasting, and budgeting activities. • Lead accounting system enhancements and integration initiatives, including tools that improve payment workflows and purchase order matching. • Identify and implement automation opportunities using available technologies, data tools, and AI-enabled solutions to reduce manual work. • Collaborate with cross-functional partners as a trusted accounting resource, bringing clarity and resolution to complex or undefined issues.
2026-07-15T00:00:00Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes. Responsibilities:• Direct day-to-day AR, AP, and GL operations• Own month-end close and financial reporting accuracy• Validate journal entries, reconciliations, balances, and variances• Create and deliver financial and KPI reports• Support development of the annual financial plan• Streamline controls, processes, and workflows; ensure proper period close and documentation• Lead financial statements and audit support• Partner with departments on accurate revenue and expense recognition• Hire, coach, and retain accounting staff• Oversee sales tax, returns, 1099s, and regulatory compliance• Assess and implement accounting systems and tools• Ensure compliance with current US GAAP standards• Maintain fixed asset and lease accounting records• Lead and support ad hoc initiatives, process improvements, and system upgrades
2026-06-26T00:00:00Z

Accounting Manager

Emeryville, CA
onsite
Permanent / Full Time
110000 - 155000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment. Responsibilities:<ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
2026-07-06T00:00:00Z

Financial Analyst

Hayward, CA
onsite
Temporary / Contract
38 - 45 USD / Hourly
Position Title: Financial Analyst - Mid LevelEmployment Type: Contract-to-Permanent Compensation: $38 - $45 hourly Position OverviewWe are looking for a detail-oriented and proactive Financial Analyst to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement. Key Responsibilities<ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul>
2026-06-29T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
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. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-07-14T00:00:00Z

Financial Analyst

San Mateo, CA
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
About the OpportunityA 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.This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.Key Responsibilities<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>
2026-07-08T00:00:00Z

Accounting and Reporting Manager

Emeryville, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records. Responsibilities:<ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
2026-07-06T00:00:00Z

Accounting Analyst

Berkeley, CA
onsite
Temporary / Contract
32 - 40 USD / Hourly
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. Key Responsibilities<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>
2026-07-14T00:00:00Z

Billing Analyst

Oakland, CA
onsite
Temporary / Contract
28 - 33 USD / Hourly
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.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.<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>
2026-07-14T00:00:00Z

Supply Chain Analyst

Benicia, CA
onsite
Temporary to Hire
32 - 36.5 USD / Hourly
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. Responsibilities:• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.
2026-07-10T00:00:00Z

Cost Accounting Manager

Newark, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Our client is seeking an ONSITE Cost Accounting Manager in Fremont. The Cost Accounting Manager is responsible for managing cost of goods sold and inventory accounting, developing, and maintaining standard costs, and analyzing manufacturing variances, as well as overseeing the manufacturing and inventory modules in the company. The position will support cost accounting month end close, reconcile inventory, prepare journal entries and have the opportunity to work closely with manufacturing, supply chain, R&D, and quality organizations. If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half
2026-07-16T00:00:00Z

Financial Analyst - Entry Level

Menlo Park, CA
remote
Temporary to Hire
34.0955 - 39.479 USD / Hourly
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. Responsibilities: • Support the full budgeting cycle, including planning, updates, and ongoing financial tracking across workforce and operating expenses. • Compare budgeted figures against actual results, investigate variances, and highlight key drivers affecting financial performance. • Monitor spending trends and cost assumptions, then provide practical recommendations to balance business needs with financial targets. • Prepare clear financial summaries and reporting materials for executive audiences, presenting complex information in a clear format. • Assist with headcount planning by tracking staffing changes, analyzing workforce costs, and maintaining accurate reporting. • Use spreadsheets and financial data tools to organize information, build reports, and contribute to forecasting activities when needed. • Partner with internal teams to gather inputs, validate numbers, and improve the accuracy and timeliness of financial analysis.
2026-07-07T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
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. Responsibilities<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>
2026-07-16T00:00:00Z

Wealth Management Manager

San Francisco, CA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an Operations Manager - Wealth Management. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-11T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-06-30T00:00:00Z

Wealth Analyst | Build Your Career in Elite Wealth Managemen

Foster City, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing Location: San Francisco Financial District (Hybrid – 2 days/week) If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for. Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst. What You'll Do✔ Build and refine comprehensive financial plans ✔ Analyze investment portfolios and prepare client recommendations ✔ Create portfolio models and performance reports ✔ Prepare materials for client meetings and participate in client discussions ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies
2026-06-26T00:00:00Z

Finance Systems AI Transformation Lead

Menlo Park, CA
remote
Temporary / Contract
61.75 - 71.5 USD / Hourly
We are looking for a Finance Systems AI Transformation Lead to join a Long-term Contract opportunity based in Menlo Park, California. This role sits at the intersection of finance and artificial intelligence, with a focus on improving planning, reporting, and close-related activities through practical automation. You will partner with finance and systems teams to turn complex operational processes into scalable AI-enabled solutions that improve accuracy, speed, and decision support. Responsibilities: • Design and implement AI-driven solutions that simplify core finance activities such as forecasting support, variance review, close coordination, allocation workflows, and workforce planning analysis. • Build intelligent, multi-step automations that interpret financial information, interact with connected tools, and produce traceable outputs suitable for business use. • Develop integrations between AI applications and enterprise finance platforms, planning systems, and data environments to support reliable information exchange. • Create data retrieval pipelines that connect large language model capabilities with structured finance data, including reporting histories, ledger structures, cost center details, and planning records. • Establish controls and validation methods that allow automated solutions to read, verify, and update finance-related data with consistency and audit readiness. • Define and execute evaluation approaches to measure solution quality, including output accuracy, stability, explainability, and risk of failure in finance use cases. • Monitor production performance, investigate issues, and refine workflows based on user feedback, testing results, and observed system behavior. • Partner closely with finance stakeholders, financial systems teams, and technical counterparts to convert manual finance processes into scalable AI-supported operations. • Lead user acceptance testing activities and confirm that delivered solutions meet finance, controllership, and audit expectations before broader rollout.
2026-07-08T00:00:00Z