<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p><strong>Job Title:</strong> Financial Analyst – Public Sector (Scenario Analysis)</p><p><strong>Duration:</strong> Contract Role (1–3 months)</p><p><strong>Company:</strong> Robert Half Client – Public Sector</p><p><br></p><p><strong>Job Description:</strong></p><p>Our public sector client is seeking an experienced <strong>Financial Analyst</strong> for a short-term contract role to support scenario analysis related to grants and funding. This position offers an opportunity to contribute to meaningful projects impacting community programs and initiatives. If you have a strong background in financial modeling, forecasting, and working with grant-related budgets, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Scenario Analysis:</strong> Develop and conduct in-depth financial scenario analyses to assess the impact of changes in grant funding, allocation, and program priorities.</li><li><strong>Grant Budget Management:</strong> Review grant agreements and funding guidelines to ensure compliance and alignment with financial projections.</li><li><strong>Forecasting:</strong> Create detailed funding models and projections using historical data, anticipated grant disbursements, and program-specific requirements.</li><li><strong>Reporting:</strong> Prepare clear, concise reports and presentations to communicate findings to stakeholders, including senior management and program leadership.</li><li><strong>Risk Assessment:</strong> Evaluate financial risks associated with funding uncertainties and propose mitigation strategies.</li><li><strong>Collaboration:</strong> Work closely with program managers, grant coordinators, and finance teams to gather data and provide actionable recommendations.</li><li><strong>Ad Hoc Analysis:</strong> Provide support for additional budgeting, forecasting, and reporting requests as needed.</li></ul><p><br></p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Trading & Investment Analyst - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $90-120k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Support senior investment professionals in the <strong>construction and implementation of customized portfolios</strong>, including strategy shifts and capital deployment plans</li><li>Gain and apply a deep understanding of the firm’s <strong>investment philosophy, proprietary models, asset classes, and product offerings</strong></li><li>Conduct <strong>company- and security-level investment analysis</strong> in response to client inquiries or internal research needs</li><li>Execute <strong>client-directed trades</strong> across equities, fixed income, and options in coordination with the Investment Management team</li><li>Prepare and maintain <strong>comprehensive client performance reports</strong>, balance sheets, and related investment documentation</li><li>Oversee and manage <strong>performance tracking for private investments</strong>, including communication with external managers</li><li>Assist in <strong>preparing alternative investment subscription documents</strong> and managing related workflows</li><li>Collaborate with the Client Service team to facilitate <strong>cash movements</strong>, including client-requested withdrawals and strategic cash deployment</li><li>Monitor client portfolios for <strong>cash drag, rebalancing needs, and tax-loss harvesting</strong> opportunities, proactively surfacing insights to the investment team</li><li>Review portfolio holdings for potential <strong>enhancement or optimization opportunities</strong>, presenting research and recommendations to senior team members</li><li>Provide <strong>operational support to the broader Investment Team</strong>, including coordination of internal projects and workflows</li><li>Manage <strong>private fund operations administration</strong> by liaising with third-party fund administrators and ensuring accurate recordkeeping</li></ul><p><br></p>
<p>We are looking for a skilled Financial Analyst to join our team on a contract basis in San Leandro, California. This role is ideal for someone with strong attention to detail and experience in financial analysis and data management. You will play a key part in supporting financial operations and ensuring accurate reporting.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive financial analyses, including variance analysis and ad hoc reporting.</p><p>• Manage and interpret large datasets using advanced Excel formulas and data mining techniques.</p><p>• Collaborate with stakeholders to review promotional spending, trade expenses, and marketing budgets.</p><p>• Ensure accurate reconciliation and understanding of P& L statements, balance sheets, and cash flow reports.</p><p>• Assist in the preparation of financial models to support strategic decision-making.</p><p>• Utilize Oracle or similar systems to analyze financial data and generate actionable insights.</p><p>• Monitor accruals and expenses to maintain financial accuracy and compliance.</p><p>• Provide recommendations based on financial trends and forecasting.</p><p>• Support cross-functional teams in achieving budgetary goals and financial targets.</p>
We are looking for a dedicated Financial Analyst to join our team in San Francisco, California. This long-term contract position offers an excellent opportunity to contribute to fiscal management within the dynamic healthcare industry. The ideal candidate will bring strong analytical skills and a keen eye for detail to support budgeting, financial reporting, and compliance functions.<br><br>Responsibilities:<br>• Prepare and manage monthly reconciliations, projections, and invoices to ensure accurate financial reporting.<br>• Develop detailed financial status reports and assist in budgeting processes.<br>• Perform journal entries and recharges, ensuring compliance with established guidelines and regulations.<br>• Conduct account close-outs, verifying accuracy in revenue and cost allocations.<br>• Monitor and maintain precision in account budgets, identifying discrepancies and resolving them promptly.<br>• Utilize advanced Excel features, such as pivot tables and VLOOKUP, to generate and analyze financial data.<br>• Adhere to compliance standards, including organizational circulars and policies, in all financial activities.<br>• Collaborate with team members to streamline financial processes and improve efficiency.<br>• Provide insights and recommendations based on financial data analysis.<br>• Support additional financial tasks and projects as needed.
<p>ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING: </p><p><br></p><p>• Perform user access and account management in Active Directory</p><p>• Support IT asset lifecycle management (procurement, imaging, deployment, tracking, dispositioning) for Diocesan supported hardware and software</p><p>• Provide IT related orientation and training for new hires</p><p>• Prepare, provision, maintain, and retire distributed technology systems (e.g., laptops, desktops, printers, phones, etc.)</p><p>• Support the testing, validation, and documentation of software and hardware systems</p><p>• Create and maintain support documentation for consumption by end-users </p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
<p>We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>
<p><strong>Job Title: Senior Client Service Associate - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $100-130k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p><br></p>
<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><p><br></p><p>· Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</p><p>· Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</p><p>· Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</p><p>· Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</p><p>· Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</p><p>· Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</p><p>· Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</p>
<p>Our client, named to FORTUNE’s <em>World’s Most Admired Companies</em> and a <em>Fortune 100 Best Companies to Work For</em>, is hiring a Business Analyst II to join their ATI Salesforce Competency Center.</p><p><br></p><p>In this role, you’ll act as a business consultant, a liaison between stakeholders and technology teams, and a strategic problem-solver helping shape high-level solutions across the organization. You will capture the current state of the business, document <em>as-is</em> processes, design solutions, and support the evolution to <em>future state</em> operations — all aligned to enterprise goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a key translator between business needs and technical teams, shaping scalable Salesforce solutions.</li><li>Gather, document, and refine business requirements for complex, multi-functional initiatives.</li><li>Work with stakeholders to understand current challenges, define business processes, and identify improvement opportunities.</li><li>Document <em>current state (as-is)</em>, partner in building solution designs, and define the <em>future state</em> journey.</li><li>Support Robert Half’s multi-year transition from Salesforce Classic to Lightning, including front office modernization and preparation for agent force/digital labor initiatives.</li><li>Use usability frameworks and tools to present user journeys and process maps.</li><li>Maintain functional knowledge of Salesforce platform capabilities and assist with solution alignment.</li><li>Collaborate on process automation and business transformation projects.</li><li>Use data visualization tools (Power BI, Tableau) and SQL for analysis and insights.</li><li>Build strong cross-functional relationships, facilitating alignment and maintaining high service levels.</li></ul>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Senior Client Service Associate - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $100-130k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p>We are looking for a detail-oriented HYBRID Finance Sr Analyst to join our team on a long-term contract basis in Fremont, California. In this hybrid role, you will collaborate closely with the Finance Manager and other analysts to support financial operations, reporting, and reconciliation tasks. This position offers an excellent opportunity to leverage your expertise in financial analysis and cross-functional collaboration while contributing to process improvements and data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchase order approvals and maintain accurate tracking of invoices to ensure timely processing.</p><p>• Update and manage financial trackers and smart sheets in Excel, compiling savings reports and preparing pivoted financial summaries.</p><p>• Perform account reconciliations and validate invoice data for accuracy and completeness.</p><p>• Approve expense reports, ensuring proper coding and billing allocation.</p><p>• Support financial analysts with ad hoc analysis and contribute to custom reporting projects.</p><p>• Prepare detailed financial reports and summaries tailored for stakeholder use.</p><p>• Collaborate with cross-functional teams to enhance financial workflows and operational accuracy.</p><p>• Conduct in-depth analysis to identify financial discrepancies and recommend solutions.</p><p>• Assist in special projects requiring multi-tasking and analytical expertise.</p><p>• Demonstrate a strong understanding of financial principles and processes to drive efficiency.</p>
We are looking for a skilled Supply Chain Analyst to join our team in San Francisco, California. In this long-term contract position, you will play a key role in developing business intelligence solutions and streamlining organizational processes. This is an exciting opportunity to leverage your analytical expertise and contribute to impactful decision-making.<br><br>Responsibilities:<br>• Develop and implement business intelligence solutions to enhance organizational performance.<br>• Generate detailed reports using office applications to support and improve business operations.<br>• Collaborate with team members to gather data and align efforts with the organization's objectives.<br>• Evaluate business processes and requirements, providing actionable recommendations to management and leadership.<br>• Create and maintain comprehensive documentation, including system designs, requirements, and user manuals.<br>• Analyze business intelligence data and identify trends that inform strategic decisions.<br>• Summarize financial and economic reports for review by executives, managers, and stakeholders.<br>• Conduct additional related tasks as assigned to support the organization's goals.
<p><strong>Job Overview:</strong></p><p>We are seeking an experienced <strong>Accounts Payable (AP) Analyst</strong> to join our team at a leading medical company. This is a fully remote, full-time position that requires working in the Pacific Standard Time (PST) zone. The ideal candidate will possess strong expertise in <strong>Workday</strong>, <strong>Power Automate</strong>, and <strong>advanced Excel</strong>, along with a proven track record of automating AP processes. If you're detail-oriented, analytical, and excel at streamlining workflows, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>AP Process Management:</strong> Handle full-cycle accounts payable processing, including posting invoices, verifying transactions, reconciling accounts, and ensuring accurate and timely payments.</li><li><strong>Process Automation:</strong> Spearhead the automation of AP workflows using <strong>Power Automate</strong> and other tools, improving operational efficiency and reducing manual workload.</li><li><strong>Workday Expertise:</strong> Leverage extensive experience with <strong>Workday</strong> ERP to manage AP processes, reporting, and integrations effectively.</li><li><strong>Data Analysis and Reporting:</strong> Utilize <strong>advanced Excel skills</strong>, including pivot tables, VLOOKUPs, and macros, to analyze and report AP data to stakeholders.</li><li><strong>Vendor Management:</strong> Communicate with vendors to resolve invoice discrepancies, process payments, and maintain strong relationships.</li><li><strong>Compliance and Accuracy:</strong> Adhere to regulatory standards, internal controls, and company policies to ensure financial accuracy and data integrity.</li><li><strong>Collaboration:</strong> Work cross-functionally with finance, procurement, and other departments to align processes and procedures.</li></ul><p><br></p>
<p>Are you a seasoned leader in credit risk management, ready to take on a strategic role with regional influence? If you thrive on developing high-performing teams, driving results, and mitigating financial risk, this opportunity could be your next great career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a skilled and dynamic <strong>Manager, Credit Risk</strong> to join our team within a centralized, corporate credit risk function. In this role, you’ll lead a talented team of Credit Analysts while influencing risk strategies that align with corporate objectives. You will leverage your expertise to evaluate financial capacity, manage portfolio risk, and collaborate with senior leadership to ensure robust credit policies are implemented and upheld.</p><p><br></p><p><strong>What You'll Be Responsible For</strong></p><ul><li><strong>Leadership & Team Development:</strong> Provide strategic and tactical management for a team of 2+ Credit Analysts. You’ll oversee hiring, training, mentoring, and performance management to foster growth and success.</li><li><strong>Credit Risk Strategy Execution:</strong> Manage workflows like the Daily Over Limit Report and Over Limit Expiration Report to ensure compliance, staffing efficiency, and high-quality standards.</li><li><strong>Risk Management Oversight:</strong> Support credit assessment processes, monitor portfolio risk trends (e.g., market/industry/geopolitical factors), and recommend actionable strategies.</li><li><strong>Policy Development:</strong> Develop, refine, and implement credit risk guidelines, procedures, and financial models, ensuring compliance with corporate goals and regulatory requirements.</li><li><strong>Collaborative Solutions:</strong> Work cross-functionally with the credit and collections team to solve client credit challenges, review contracts for risk, and improve overall credit risk management practices.</li></ul>
<p>We are seeking a dedicated <strong>Contract Lifecycle Management Specialist</strong> to lead efforts in organizing and implementing our client's organization's new Contract Lifecycle Management (CLM) system. In this role, you will work closely with various departments to gather, centralize, and manage existing contracts, ensuring they are accurately uploaded into the CLM system with associated metadata. You will also be responsible for training staff on system usage and creating long-term process documentation to sustain system operations effectively. The ideal candidate is detail-oriented, experienced in enterprise content management or CLM systems, and has the ability to build strong cross-departmental relationships. This position offers a unique opportunity to work in the healthcare industry, contributing to impactful initiatives. The Contract Lifecycle Management Specialist will be on hybrid schedule in Fremont, CA on a long term contract basis.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Contract Organization:</strong> Identify, gather, and centralize contracts across departments into the new CLM system.</li><li><strong>Metadata Management:</strong> Ensure contracts are accurately tagged and associated with relevant metadata for streamlined retrieval and compliance.</li><li><strong>Training Coordination:</strong> Provide system training to contract owners and managers, helping them understand system capabilities.</li><li><strong>Documentation Creation:</strong> Develop process documentation, training materials, and long-term operational guides to support continued system use.</li><li><strong>Collaboration:</strong> Work closely with analysts, legal departments, and other stakeholders to organize content, ensure compliance, and sustain system effectiveness.</li></ul><p><br></p>
