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24 results for Business Intelligence Analyst in San Francisco, CA

Business Reporting Analyst

Newark, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making. The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics. **Position is fully onsite in Newark, CA 94560****Position is potential contract to hire based on performance - 6-month contract to start out** Key Responsibilities<ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul>
2026-06-19T00:00:00Z

Workday Financials Business Analyst

San Ramon, CA
remote
Temporary / Contract
80 - 95 USD / Hourly
Robert Half Management Resources is looking for a Workday Financials Business Analyst to support banking and treasury activities within Workday for one of our clients on an interim basis. This long-term contract position is ideal for a finance-focused candidate who can connect accounting accuracy, treasury operations, and system functionality to support reliable financial outcomes. The role partners across Finance, Treasury, IT, and banking stakeholders to strengthen configuration, reconciliation processes, and reporting quality. Responsibilities:• Configure and maintain Workday banking functions, including bank account structures, connectivity settings, and payment file formats to support daily operations.• Oversee reconciliation activities by aligning bank transactions with accounting records and resolving discrepancies that affect cash reporting and ledger accuracy.• Support treasury processes such as cash transfers, liquidity tracking, pooling activity, and intercompany movement within the Workday environment.• Gather and document business needs from Finance, Treasury, IT, and banking partners, translating operational requirements into clear functional specifications.• Lead functional workstreams by monitoring timelines, surfacing risks, and driving issue resolution to keep deliverables on schedule.• Partner with stakeholders to improve cash-to-book workflows and strengthen controls around banking transactions and financial reporting.• Analyze banking-related system behavior and recommend configuration or process adjustments that enhance efficiency and data integrity.
2026-07-10T00:00:00Z

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

Castro Valley, CA
onsite
Temporary / Contract
38 - 43 USD / Hourly
Our client is seeking a detail-oriented and analytical Financial Analyst to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results. Key Responsibilities:<ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T00:00:00Z

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.
2026-07-07T00:00:00Z

Financial Analyst

Dublin, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our client is seeking a detail-oriented and analytical Junior 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 Junior 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. Financial and Cost Analysis<ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul>Pricing and Margin Support<ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul>Financial Reporting and Month-End Close<ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul>Data Integrity and Process Improvement<ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T00:00:00Z

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

Data Scientist

Palo Alto, CA
onsite
Temporary / Contract
95 - 100 USD / Hourly
We are looking for a Data Scientist to support AI and machine learning initiatives that advance patient care, research, and operational decision-making in Palo Alto, California. This is a Contract position focused on turning healthcare data into practical, high-impact solutions through model development, validation, and deployment. The role works closely with clinical, research, and operational partners to translate complex problems into scalable analytical approaches while maintaining strong standards for quality, fairness, and performance. Responsibilities: • Create, implement, and support AI- and ML-driven workflows that improve clinical, research, and administrative processes. • Partner with cross-functional stakeholders to define analytical needs and deliver data science solutions aligned with healthcare use cases. • Assess and refine tools, platforms, and methods used to manage model development, deployment, and ongoing lifecycle activities. • Train, test, and validate internally developed or externally sourced machine learning models using hospital data and established quality controls. • Perform bias reviews and model performance checks to help ensure responsible and reliable use of predictive algorithms. • Analyze large-scale healthcare datasets using Python, R, SQL, and cloud-based or distributed computing environments. • Work alongside clinicians and researchers to adapt analytical methods for real-world use in care delivery and related settings.
2026-06-23T00:00:00Z

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

Entry Level Analyst

Dublin, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Our client is hiring an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This role is ideal for a motivated early-career professional who is eager to gain hands-on experience supporting reporting, data review, and business operations. The right candidate will be detail-oriented, organized, and comfortable working with data in a fast-paced environment.Responsibilities:<ul><li>Gather, review, and maintain data for reporting purposes</li><li>Assist in preparing spreadsheets, reports, and summaries for internal teams</li><li>Identify inconsistencies, trends, and data issues for follow-up</li><li>Support day-to-day business analysis and operational tasks</li><li>Partner with team members across departments to fulfill reporting needs</li><li>Maintain documentation and ensure accuracy of records</li><li>Assist with process improvement initiatives and ad hoc projects</li></ul>
2026-06-26T00:00:00Z

Entry Level Analyst

San Ramon, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Our client is seeking an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This is an excellent role for a detail-oriented professional looking to build experience in analysis, reporting, and business operations while contributing to a fast-paced team environment.The Entry-Level Analyst will support day-to-day analytical activities, help organize and interpret data, prepare reports, and assist with identifying trends and process improvements. This role offers strong potential for long-term growth and permanent hire based on performance and business needs.Key Responsibilities:<ul><li>Collect, review, and analyze data to support business decisions</li><li>Prepare routine reports, summaries, and dashboards</li><li>Assist with identifying trends, discrepancies, and opportunities for improvement</li><li>Maintain accurate records and ensure data integrity</li><li>Support cross-functional teams with research and analysis</li><li>Help streamline processes and improve reporting efficiency</li><li>Perform other administrative and analytical duties as needed</li></ul>
2026-06-26T00:00:00Z

Data Scientist II

San Ramon, CA
remote
Permanent / Full Time
119000 - 180000 USD / Yearly
Our client is seeking a Data Scientist II – Generative AI to join a cutting-edge team focused on building scalable, production-ready AI solutions that transform business workflows and deliver measurable impact across global operations. This role is ideal for professionals passionate about leveraging Generative AI technologies, creating intelligent agents, and driving innovation at scale. You will design and implement GenAI-powered agents that streamline internal processes, enhance productivity, and support business development initiatives. Responsibilities include developing robust prompt engineering frameworks, building RAG pipelines, and converting prototypes into production-ready solutions. You’ll collaborate closely with engineering and business teams to ensure solutions meet diverse client needs and are optimized for global deployment. Key projects include extending the company’s GPT platform, creating AI agents that improve efficiencies for RFP development, onboarding materials, and SOW requirements. Success in this role means quickly ramping up on backlog projects, delivering high-priority initiatives, and staying ahead of emerging GenAI frameworks to continuously advance internal AI capabilities.
2026-07-11T00:00:00Z

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

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
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. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-07-08T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
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. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<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>
2026-06-19T00:00:00Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
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. This role is 100% onsite, and will require up to 10% travel to the various plant locations 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. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-25T00:00:00Z

Data Engineer III

San Ramon, CA
remote
Permanent / Full Time
104000 - 153000 USD / Yearly
Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department. Solution Design & Technical Leadership<ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul>Data Infrastructure & Platform<ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul>Data Quality, Governance & Collaboration<ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul>
2026-06-11T00:00:00Z

Investment Operations Analyst | Marin County

San Rafael, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid 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. Key Responsibilities<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>You will report to the Managing Director of Trading and Operations.
2026-07-11T00:00:00Z

Payroll Analyst

San Francisco, CA
remote
Temporary / Contract
35 - 50 USD / Hourly
We are looking for a Payroll Analyst to join a fast-moving global payroll team in San Francisco, California on a Contract basis. This long-term contract role begins with an initial 3-month term and supports payroll activity across a complex international workforce where urgent questions, exceptions, and shifting priorities are common. The position is well suited to someone who enjoys solving problems, communicating clearly with stakeholders, and working across multiple time zones in a high-volume environment. Responsibilities:• Manage incoming payroll questions, service requests, and escalations by assessing urgency, setting priorities, and driving issues through resolution.• Investigate payroll discrepancies and unusual cases, including off-cycle payments and other exceptions that fall outside standard processing routines.• Examine payroll output and reporting to identify errors, trends, and items requiring follow-up with internal partners or external providers.• Assist with gross-to-net pay reviews, pension-related considerations, and other payroll calculations across international populations.• Provide clear, step-by-step guidance to employees, consultants, and business stakeholders on payroll matters and required actions.• Partner with teams across finance, HR, and other functions to resolve urgent payroll issues affecting workers in multiple countries.• Support global payroll operations spanning several countries, with a strong focus on inquiry management and issue handling during non-processing periods.• Work across multiple payroll platforms and workflow tools, including systems such as Workday, ADP Workforce Now, global payroll solutions, and Jira, as needed.
2026-07-08T00:00:00Z

Senior Fraud Analyst

San Francisco, CA
onsite
Temporary / Contract
40 - 47.5 USD / Hourly
We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment. Responsibilities:• Review flagged transactions and make real-time authorization decisions based on risk indicators• Develop and optimize fraud rules, thresholds, and transaction controls• Analyze transaction activity to identify fraud trends and prevention opportunities• Monitor fraud losses, approval rates, and false positives to improve performance• Partner cross functionally with internal teams to strengthen fraud controls and decisioning• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements• Apply knowledge of card authorization workflows, decline responses, and interchange concepts• Identify operational gaps and recommend scalable process improvements in a fast-paced environment
2026-07-10T00:00:00Z

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

Wealth Analyst | High-Growth Opportunity with Partner Track

Oakland, 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

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

Wealth Analyst at thriving Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z