<p>Robert Half Management Resources is looking for a Business Analytics/Data Analyst to support one of our clients on an interim basis. This role will contribute to Workday supply chain and procurement efforts by improving data quality, validating converted records, and resolving issues that affect system readiness. The position works closely with project stakeholders to ensure legacy information is accurately prepared, tested, and aligned with business rules in the target environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.</p><p>• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.</p><p>• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.</p><p>• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.</p><p>• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.</p><p>• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.</p><p>• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.</p>
<p>We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
<p>Data Analyst</p><p><strong>Job Description</strong></p><p>Seeking a Data Analyst to collect, analyze, and interpret data to help drive business decisions and improve operational performance.</p><p><strong>Responsibilities</strong></p><ul><li>Analyze large datasets and identify trends</li><li>Create reports, dashboards, and visualizations</li><li>Perform data validation and quality checks</li><li>Present findings and recommendations</li><li>Collaborate with cross-functional teams</li></ul>
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy.<br><br>Responsibilities:<br>• Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations.<br>• Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period.<br>• Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements.<br>• Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes.<br>• Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner.<br>• Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing.<br>• Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments.<br>• Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements.<br>• Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
<p><strong>Core Responsibilities</strong></p><ul><li>Generate and run recurring financial reports</li><li>Create, maintain, and update reports</li><li>Perform report variations and modifications as needed</li><li>Support <strong>Cash P&L reporting</strong></li><li>Produce ad hoc financial reports and analysis</li><li>Follow established SOPs and reporting processes</li><li>Support internal finance reporting needs</li><li>Work primarily with finance stakeholders rather than cross-functional business partners</li></ul><p><strong>Tools & Systems</strong></p><ul><li>Google Sheets / Google Suite (primary tool)</li><li>TM1 / IBM Planning Analytics (approximately 50%)</li><li>Open to candidates with: </li><li>Anaplan</li><li>Adaptive Planning</li><li>Hyperion</li><li>Other financial planning/reporting systems</li></ul><p><br></p>
<p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
<p>We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution.</p><p><br></p><p>For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. </p><p><br></p><p><br></p><p>Job Duties</p><ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
<p><strong>LOCAL BAY AREA CANDIDATES ONLY</strong></p><p><br></p><p><strong>FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY</strong></p><p><br></p><p>As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Partner with business leaders to provide financial analysis and support decision-making.</p><p>Build financial models for forecasting, pricing, profitability, and investments.</p><p>Analyze monthly results, identify variances, and recommend improvements.</p><p>Support budgeting, forecasting, and long-range planning.</p><p>Standardize and improve financial processes, reporting, and analytics.</p><p>Automate reporting and enhance data quality through continuous improvement.</p><p>Prepare KPI dashboards, management reports, and executive presentations.</p><p>Collaborate with operations, engineering, supply chain, and accounting teams.</p><p>Support audits, compliance, and internal controls.</p><p>Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.</p><p>Develop a strong understanding of manufacturing operations and financial drivers.</p><p><br></p><p><br></p>
<p>We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite.</p><p><br></p><p>Responsibilities:</p><p>• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.</p><p>• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.</p><p>• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.</p><p>• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.</p><p>• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.</p><p>• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.</p><p>• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.</p><p>• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.</p><p>• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.</p>
<p><strong>Anisa Henry</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Anisa Henry is partnered with a respected investment management firm seeking an <strong>Investment Operations Analyst</strong> to support the day-to-day operations of its investment funds. This role is responsible for overseeing global trade settlement activities, performing reconciliations, and supporting reporting and regulatory requirements. This position reports to the Head of Trading & Operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with global trade settlement activities for fund transactions, including cash and securities settlement, by coordinating with custodians, brokers, and fund administrators.</li><li>Monitor and report fund cash balances and cash flows, including transfer agency and settlement-related activity.</li><li>Support the execution and monitoring of foreign exchange transactions to meet settlement and liquidity needs.</li><li>Maintain communication with custodians and fund service providers to ensure accurate trade processing and timely settlement.</li><li>Perform daily reconciliations of cash, positions, and transactions, and investigate and resolve discrepancies.</li><li>Monitor, process, and reconcile corporate action events.</li><li>Prepare and review transaction cost analysis (TCA) reports for securities and foreign exchange transactions.</li><li>Assist with the preparation of client, compliance, and regulatory reporting.</li><li>Support adherence to regulatory requirements and reporting obligations.</li><li>Participate in additional operational projects and responsibilities as needed.</li></ul><p><strong>Culture</strong></p><p>This is an excellent opportunity for someone who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.</p><p><br></p><p><br></p><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p><br></p>
<p>We are seeking a motivated <strong>Cybersecurity Analyst</strong> to help protect our cloud infrastructure, web platforms, and sensitive data. In this role, you will monitor security events, investigate threats, respond to incidents, and implement security controls across AWS and web environments. The ideal candidate is hands-on, security-minded, and passionate about identifying risks before they become problems.</p><p><br></p><p>Day-to-Day Responsibilities</p><ul><li>Monitor Datadog alerts, logs, and security events to identify and respond to potential threats.</li><li>Investigate phishing attempts, suspicious logins, bot activity, malware, and unauthorized access incidents.</li><li>Secure and support AWS environments, WordPress platforms, and member-facing applications.</li><li>Conduct security audits, vulnerability assessments, and remediation efforts to reduce risk.</li><li>Review and strengthen authentication controls, user access, and role-based permissions.</li><li>Monitor and mitigate suspicious traffic, account abuse, and security vulnerabilities.</li><li>Support HIPAA, SaaS compliance, and audit-readiness initiatives.</li><li>Partner with technical and operations teams to implement security best practices and improve the organization's overall security posture.</li></ul>
<p>We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial.</p><p><br></p><p>Responsibilities:</p><p>• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.</p><p>• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.</p><p>• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.</p><p>• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.</p><p>• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.</p><p>• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.</p><p>• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.</p><p>• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.</p>
<p>Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated <strong>Financial Analyst</strong> to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives.</p><p><br></p><p>Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><u>Financial Planning Support</u></p><ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul><p><u>Analysis & Research</u></p><ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul><p><strong>Benefits</strong>:</p><ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
<p>Anisa Henry is partnering with a well-established wealth management firm is seeking a <strong>Senior Wealth Analyst</strong> to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities.</p><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
We are looking for a Pricing Analyst to join a supply chain-focused team in California. This Long-term Contract position is ideal for someone who can combine analytical thinking with strong coordination skills to deliver accurate pricing and quotation support. The role works closely with manufacturing, engineering, sales, and customer service to evaluate technical details, support competitive pricing strategies, and keep quote activity moving on schedule.<br><br>Responsibilities:<br>• Prepare pricing proposals for both new and existing part numbers, ensuring quote details are accurate and submitted within expected timelines.<br>• Support offshore quotation activity by gathering required inputs and helping assemble pricing responses for customer requests.<br>• Partner with manufacturing and engineering teams to assess production feasibility and identify when exceptions or deviation approvals are required.<br>• Communicate quotation-related issues, including deviation needs and manufacturability concerns, to customer service and sales stakeholders in a clear and timely manner.<br>• Manage multiple RFQ packages at once, helping reduce backlog volume while tracking each request through completion by the requested due date.<br>• Apply knowledge of facility capabilities, special processing options, and production constraints to build realistic and cost-effective quote recommendations.<br>• Collaborate with leadership on discounting and pricing approaches that strengthen competitiveness and improve win rates.<br>• Review applicable customer and technical specification requirements during the quote process and incorporate any necessary deviations into the final proposal.<br>• Select panel configurations, analyze material utilization, and develop array options that support efficient manufacturing and attractive pricing outcomes.<br>• Maintain clear and thorough communication across internal teams to align on quotation requirements, pricing assumptions, and production considerations.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Financial Analyst | Investment Firm | San Francisco </strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is looking for a BI Dashboard Engineer to support and enhance a growing reporting environment for our client based in Santa Clara, California. This autonomous, highly technical BI Contractor will own and maintain our data reporting ecosystem. The ideal candidate brings expert-level <strong>Sigma / Tableau or BI dashboarding </strong>proficiency, hands-on experience in the SaaS/Product space, and the capability to drive projects independently from ambiguous business questions to fully realized data solutions. This is a hybrid role in Santa Clara, CA.</p><p><br></p><p>If available and interested, please apply to the job post with your updated resume for Suman Sandhu to review.</p><p><br></p>
<p>Our client, a well-established Fortune 500 organization, is seeking a Legal Bill Analyst to join its legal operations team for a 3-month contract period with possibily for extension. This role is ideal for a legal billing professional, legal bill reviewer, or workers' compensation defense legal support professional with strong analytical skills and experience evaluating legal invoices.</p><p><br></p><p>The Legal Bill Analyst will primarily be responsible for reviewing and analyzing outside counsel invoices through CounselLink, ensuring billing practices align with company guidelines and determining whether charges are reasonable and appropriate. This position does not involve direct case handling but does require a solid understanding of workers' compensation defense matters to effectively evaluate billing activity and related documentation.</p><p><br></p><p>This is a hybrid role with candidates expected to report on-site to the Walnut Creek office 3 days a week and work remotely 2 days a week.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and analyze legal invoices submitted through CounselLink.</li><li>Evaluate billing entries for accuracy, reasonableness, and compliance with established billing guidelines.</li><li>Identify billing discrepancies, questionable charges, and guideline exceptions.</li><li>Communicate with internal stakeholders regarding invoice review findings and billing-related questions.</li><li>Review documents, correspondence, and claim-related information within the claims management system as needed to support invoice evaluations.</li><li>Apply knowledge of workers' compensation defense practices to assess the appropriateness of legal services billed.</li><li>Maintain accurate records and documentation of invoice review decisions.</li><li>Support legal operations and claims teams with additional billing and reporting-related projects as assigned.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Data Librarian to support digital asset and metadata operations for a retail organization. This Long-term Contract position will oversee the accuracy, organization, and movement of large volumes of product and creative data across digital libraries, Airtable, and translation-related systems. The role partners closely with creative, marketing, technology, localization, and external stakeholders to keep publishing and content workflows running smoothly. This opportunity is well suited for someone who enjoys structured data, process improvement, and cross-functional coordination in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate and well-structured metadata across digital asset libraries and related content systems, ensuring consistency across records and classifications.</p><p>• Perform large-scale data tasks such as importing, exporting, reviewing, reconciling, and validating records to preserve data quality and usability.</p><p>• Organize and execute data mapping, cleansing, normalization, and migration activities to support library updates and ongoing operational needs.</p><p>• Develop, document, and refine repeatable processes that improve data handling, publishing support, and team efficiency.</p><p>• Monitor translation-related data workflows, including request intake, record maintenance, prioritization, and status updates for ongoing deliverables.</p><p>• Support the upkeep of translation reference resources such as terminology databases, translation memory assets, and style documentation.</p><p>• Partner with internal teams and external contributors to align on requirements, communicate risks, and resolve data issues affecting timelines or deliverables.</p><p>• Facilitate working sessions, capture decisions, and follow through on action items to keep cross-functional initiatives moving forward.</p><p>• Identify breakdowns in current workflows and recommend scalable solutions, including training and guidance for teams using data management processes.</p>
<p>Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support.</p><p><br></p><p>The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability.</p><p><br></p><p>For confidential consideration or additional information, please contact: <strong>Robyn Rosemon 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.</p><p>• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.</p><p>• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.</p><p>• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.</p><p>• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.</p><p>• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.</p><p>• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.</p><p>• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.</p><p>• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.</p>
<p>We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance.</p><p><br></p><p>This is a fully remote opportunity which can start immediately. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.</p><p>• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.</p><p>• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.</p><p>• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.</p><p>• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.</p><p>• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.</p><p>• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.</p><p>• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.</p><p>• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.</p><p>• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability</p>
<p>Our professional services client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement (possible contract-to-hire) This position supports regional and cross-functional financial planning, reporting, and forecasting activities while helping leaders make informed business decisions through clear analysis and reliable data. The role is well suited for a finance specialist who combines strong modeling skills with experience improving reporting processes, strengthening governance alignment, and turning complex financial information into practical insights. The role is expected to pay $47.50 - 53.00/hr. DOE and location, and is 100% remote.</p><p><br></p><p>Responsibilities:</p><p>• Lead the coordination and integration of financial and operational data across regions and business functions to support consistent reporting and planning</p><p>• Prepare and deliver detailed financial reports for business partners and operational leadership, with emphasis on profitability, variances, trends, and resource utilization</p><p>• Conduct in-depth analysis to identify performance patterns, explain anomalies, and provide recommendations that support operational and financial decisions</p><p>• Partner with finance, accounting, data governance, and regional stakeholders to maintain reporting accuracy and alignment with enterprise standards</p><p>• Drive process enhancements by introducing automation, streamlining reporting workflows, and improving the speed and reliability of recurring deliverables</p><p>• Support quarterly forecast consolidation by working with regional leaders and finance partners to gather inputs that reflect current business conditions</p><p>• Perform variance analysis against budgets and forecasts, determine root causes, and communicate findings to key stakeholders</p><p>• Contribute to scenario modeling and prepare decision-support datasets for senior finance leaders and business partners</p><p>• Assist with the evaluation and refinement of forecasting and reporting tools to improve scalability, usability, and efficiency</p><p>• Provide guidance to team analysts on reporting practices, data validation techniques, and analytical approaches</p>
<p>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>