16 results for Client Analyst in San Francisco, CA

Lawson Functional Financial Data Analyst Robert Half Management Resources is seeking a highly motivated and experienced Financial Systems Analyst to join our client for a 2-year contract. This role will play a crucial role in supporting our client during a complex system implementation by backfilling a key member of their financial systems team. This remote position offers a unique opportunity to contribute to a significant project and gain valuable experience in a dynamic environment. Responsibilities:• Maintain and update accounting and finance master data (e.g., chart of accounts, cost centers, vendors, customers) within the client's financial systems.• Ensure data accuracy, consistency, and integrity across all master data domains.• Develop and implement master data governance procedures and best practices.• Collaborate with stakeholders to resolve master data issues and discrepancies.• Perform data cleansing and validation activities.• Gather and document business requirements related to financial systems and processes.• Analyze existing business processes and identify areas for improvement.• Assist in the development and testing of system configurations and enhancements.• Provide support to end-users during system implementation and post-implementation.• Create and maintain process documentation and training materials.• Generate reports and perform data analysis for various stakeholders.• Participate in testing and validation of system changes.• Provide support to the project team during the system implementation lifecycle.• Assist with data migration and cutover activities.• Troubleshoot system issues and provide timely resolutions.• Collaborate with technical teams to ensure seamless system integration.

Financial Data Analyst Our client is looking fo a term contract employment opportunity for a Financial Data Analyst in Oakland, California, within the Healthcare/industry. In this role, you will be tasked with data collection and reconciliation, bid support, pricing, and presenting findings to support business strategies. Responsibilities:• Collect and reconcile data to support business strategy and performance• Provide statistical, analytical, and technical expertise in the rate-setting process• Coordinate statistical and utilization information from various departments• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data• Research areas of concern that influence the fiscal well-being and recommend action if necessary• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects• Design models and analyses to solve novel questions and inform strategic decision making• Support audits with federal, state, and external CPA auditorsOur

Sr. Staff Accountant and Analyst We are in search of a Sr. Staff Accountant and Analyst to be a part of our team. Situated in Petaluma, California, this role involves handling accounting tasks and supporting financial planning and analysis. The role requires managing general ledger accounting functions and conducting data analysis to deliver insights that bolster business decisions. Responsibilities • Ensure accurate and efficient processing of customer credit applications • Maintain precise customer credit records • Monitor customer accounts and take the necessary course of action • Post monthly journal entries to the general ledger and validate the accuracy between workpapers and WTB • Conduct monthly reconciliation of inventory to actual, including allocating COGS related to ongoing projects • Prepare and maintain intercompany schedule and verify balances between entities • Review monthly transactions against Working Trial balances, identifying and discussing variances between periods • Post monthly expenses from prepaid schedules such as insurance, rent, and expenses • Assist with periodic audits by fulfilling pre-audit support items in a timely manner • Conduct financial analysis to identify trends, variances, and business opportunities • Analyze financial performance against plan including revenue, expense, and profitability metrics • Analyze revenue, COGS & expenses, and margins at the Corporate level and at the detailed product or customer level • Maintain financial models for forecasting and budgeting • Prepare reports for management to highlight key financial insights • Provide support to monthly financial reporting including metrics & dashboards.

Producer Compensation Analyst We are offering a contract to permanent employment opportunity in Oakland, California for a Producer Compensation Analyst. In this role, you'll be primarily focused on managing producer records, handling commission calculations, and resolving inquiries related to producer compensation. You'll also collaborate with various internal teams and external business partners as part of your duties. Responsibilities: • Handle the creation and update of producer records, including demographic information, payment methods, and reporting. • Establish and maintain relationships with brokers and customers to facilitate commission calculations and payment processes. • Assist with the reconciliation of monthly commission calculations and payments, ensuring accuracy, and conducting research to resolve any discrepancies. • Collaborate with teams responsible for producer credentialing, contracting, and compensation, as well as with external broker community and business partners. • Analyze data on customer relationship management applications for accuracy and take corrective action for any discrepancies. • Manage and maintain broker-customer relationships on financial applications to accurately calculate commissions and other fees for payment purposes. • Assist with producer compensation payments, including reconciliation, voids, reissues, cancellations, and annual 1099 reconciliation. • Prepare and distribute departmental reports related to producer records and relationships. • Serve as a point of contact for producers to resolve inquiries related to their records or compensation. • Contribute to monthly management and key performance metrics reporting, identifying patterns and trends related to producer records and relationships. • Maintain and update departmental policies and procedures related to producer records and relationship management, in addition to training materials.

AML/KYC Analyst We are offering a long-term contract employment opportunity for a dedicated AML/KYC Analyst in San Francisco, California. The chosen candidate will be part of an industry that requires meticulous attention to detail and a comprehensive understanding of compliance operations. Your primary role will be to monitor credit card compliance programs, investigate KYC/AML screening results, conduct customer due diligence, and execute transaction monitoring protocols. Responsibilities: • Conduct detailed investigations into KYC/AML screening results for cardholders, involving the research of public records and the drafting of due diligence reports. • Support the Compliance Officer in daily monitoring activities for the Co-brand Credit Card Compliance Program. • Carry out customer due diligence investigations for new and existing credit card account holders, co-brand partners, and critical vendors. • Execute transaction monitoring protocols to identify patterns of suspicious activity and potential fraud. • Maintain accurate records of compliance activities and findings. • Assist in the preparation of regulatory examination materials related to credit card operations. • Monitor adherence to credit card regulatory requirements, including TILA, ECOA, FCRA, and Regulation Z. • Compile and maintain compliance testing documentation and evidence. • Respond to routine compliance inquiries from internal teams. • Review transaction alerts and determine appropriate escalation paths.

Compliance Analyst We are in search of a Compliance Analyst to join our team in San Francisco, California. The role involves supporting compliance activities, ensuring adherence to credit card regulatory requirements, conducting investigations for new and existing credit card account holders, and identifying suspicious activity patterns. This position offers a long-term contract employment opportunity. Duties & Qualifications:· Conduct KYC/AML screening, including research of public records and drafting due diligence reports.· Perform customer due diligence (CDD) investigations for cardholders, co-brand partners, and key vendors.· Monitor credit card regulatory compliance with TILA, ECOA, FCRA, and Regulation Z while reviewing transaction alerts and escalating appropriately.· Track and report on compliance metrics and key risk indicators within the credit card portfolio.· Maintain accurate records of compliance activities and investigative findings.

Collections Specialist Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships. Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry. Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired. Key Responsibilities:Collections & Accounts Receivable Management<ul><li>Oversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.</li><li>Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.</li><li>Conduct collection calls and send follow-ups for overdue accounts.</li><li>Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.</li><li>Engage with third-party collection agencies for escalated matters.</li><li>Educate clients on payment terms, billing policies, and available payment solutions.</li><li>Keep meticulous records of collection activities, disputes, and resolutions.</li></ul>Credit Risk Assessment<ul><li>Run and interpret credit reports for both new and existing clients, identifying risk exposure.</li><li>Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.</li><li>Monitor credit risks for active clients, flagging those potentially at risk for late payments.</li><li>Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.</li></ul>Collaboration with Clients & Internal Teams<ul><li>Act as a key point of contact for Client Success by resolving billing inquiries and disputes.</li><li>Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.</li><li>Regularly review AR reports to highlight and address high-risk accounts.</li><li>Provide Sales and Management with insights into client payment trends and credit reliability.</li></ul>Reporting & Financial Planning<ul><li>Prepare AR aging summaries and cash flow reports to highlight collections performance.</li><li>Recommend strategies to enhance payment timeliness and reduce outstanding balances.</li><li>Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.</li></ul>Systems & Tools<ul><li>Utilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.</li><li>Leverage Excel for detailed analysis of AR trends and client payment data.</li><li>Conduct collections and credit discussions using tools like Zoom and Teams.</li></ul>

Contracts Analyst We are on the search for a diligent Contracts Analyst to join a growing legal team and company. In this role, you will primarily be tasked with overseeing contracts, conducting comprehensive contract reviews, collaborating with various departments for compliance assurance, and responding to questions related to contract interpretation. Responsibilities: • Oversee the preparation and editing of contracts and amendments• Conduct a thorough review of contracts, taking into account legal provisions, statutes, and internal policies• Engage with relevant departments and committees to ensure adherence to requirements in proposals, contracts, NDAs, etc.• Handle queries regarding the interpretation, requirements, terms, and limitations of contracts and legal agreements• Negotiate contract provisions with clients or subconsultants when necessary• Undertake research to confirm the conformance of proposed contracts with public contract, government, labor codes, etc. for recommendations of proper compliance• Participate in detail oriented development events such as trainings and workshops to keep abreast of current knowledge and trends related to assigned duties• Collaborate with the Risk Management Services team in research and updates, as required• Manage confidential correspondence to and from the Risk Management Services in a detail oriented manner• Assist in the research and preparation of specification provisions for construction documents• Review specifications for updates needed due to legal changes• Prepare correspondence, reports, and agreements as directed• Conduct research on company legal issues including corporate law, qualification to do business in various jurisdictions (domestic and foreign), and miscellaneous matters• Research foreign countries’ entry requirements for employees traveling abroad on business (visas, etc.)• Prepare or oversee state-by-state business and company detail oriented filings.

Analyst We are offering an exciting opportunity for an Analyst in the Manufacturing industry. As an Analyst, you will be tasked with the responsibility of managing financial reports, supporting end-of-month tasks, and creating ad hoc financial statements. Responsibilities:• Oversee the creation and management of ad hoc financial statements.• Provide support during end-of-month close operations.• Conduct financial reporting tasks, ensuring accuracy and efficiency.• Utilize CRM, Maps API, Microsoft Excel, Microsoft Word for day-to-day tasks.• Implement detail-oriented skills to maintain and develop relationships.• Utilize 'About Time' and 'AB Testing' tools for efficient work management.• Conduct regular audits to ensure financial accuracy and adherence to budget processes.• Take part in capital management activities to ensure the financial health of the organization. For more information regarding this position please reach out to Alison Brenchley.

Supply Chain Analyst We offer an exciting opportunity for a Supply Chain coordinator in the wholesale distribution industry in San Francisco East Bay, California. This role will primarily involve tracking and dispatching shipments, managing inventory, establishing vendor relationships, and handling purchase orders. Responsibilities: Work closely with the purchasing team to maintain accurate product data and inventory levels.• Coordinate with the sales team to ensure accurate delivery dates.• Develop and implement logistics policies and procedures to improve efficiency.• Prepare accurate reports for upper management.• Prepare and maintain shipping documents.• Monitor and report any cost inefficiencies to management.• Participate in cross-functional teams to improve processes throughout the company.• Stay updated with the latest industry trends and best practices.• Provide training and guidance to team members when required.• Resolve logistics-related issues or disputes.• Forecast and plan Material Requirements for the organization.• Ensure compliance with health and safety standards and regulations.• Collaborate with other departments to integrate logistics with business systems or processes.• Manage third-party logistics service providers and negotiate contracts and pricing.• Evaluate and manage the performance of logistics service providers.• Responsible for managing warehouse operations.• Responsible for the accuracy of shipments and meeting all documented service requirements.

Business Process Analyst We are seeking a Business Process Analyst to support the BIT team in driving operational efficiencies, process improvements, and system enhancements. The ideal candidate will have a technical understanding of HCM modules and Payroll, including payroll processing. This role requires gathering requirements, modifying test scripts, and facilitating QA reviews in both pre- and post-implementation phases of projects.The Business Process Analyst will collaborate across multiple teams to identify, document, and improve processes and technologies that enhance Workday Support initiatives. The role demands strong analytical skills, exceptional communication, and the ability to work cross-functionally.Key Responsibilities<ul><li>Analyze and document current vs. future state business processes.</li><li>Organize, lead, and facilitate meetings with stakeholders and team members.</li><li>Review and analyze survey data to identify trends and recommend improvements.</li><li>Develop process flows and procedures to address process gaps and drive efficiencies.</li><li>Identify root causes of operational challenges and align solutions with business requirements.</li><li>Deliver presentations and provide process inputs for training materials.</li><li>Communicate project progress, perform cost-benefit analysis, and escalate risks when needed.</li><li>Develop and execute project plans, ensuring milestones and deliverables are met.</li><li>Design test plans and support documentation for test scripts.</li><li>Serve as the main point of contact (POC) for business teams outside of Payroll, WoW, HR, and Program Management.</li><li>Approve tenant management requests.</li><li>Provide Workday system expertise to troubleshoot issues and support QA efforts.</li></ul>

Business Analyst Oracle Fusion HCM We are offering a long term contract employment opportunity for an Business Analyst -Oracle Fusion HCM in Martinez, California. This role is critical in our industry, as it involves working closely with HR and Payroll teams to optimize our Oracle Fusion HCM system. The role requires a strong balance of technical skills and project management abilities, coupled with an understanding of change management. Responsibilities:• Champion the liaison role between HR/Payroll teams and IT to resolve Oracle Fusion HCM system challenges.• Ensure the smooth execution of Redwood UI updates, coordinate testing, and facilitate user adoption.• Actively review and refine system configurations, SOPs, and processes for continual improvement.• Expertly gather and document business requirements to ensure alignment of Oracle Fusion HCM with HR needs.• Supervise testing phases with implementers and orchestrate user testing.• Lead efforts in change management to guarantee seamless transitions and system adoption.• Utilize strong PM skills to manage workflows and coordinate stakeholders.• Leverage your knowledge of Epicor ERP, AB Testing, Business Intelligence (BI), Business Process Functions, Business Requirement Document, Change Management, HCM SaaS Oracle Fusion, and Oracle Fusion HCM to enhance system efficiency and user experience.

Financial Analyst (Venture Capital Firm) *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Ready to break out of public accounting? Join a top VC firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. San Francisco Bay AreaHybrid - 2 Days on-site$100-115k Base + Generous Bonus + Carry! Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Salesforce Developer We are seeking a highly skilled Salesforce Developer/Administrator with expertise in Salesforce Service Cloud, Salesforce Financial Services Cloud, and Salesforce Marketing Cloud to join our team. The ideal candidate will have strong experience in the banking or credit union domain, focusing on implementing end-to-end Salesforce solutions that enhance customer engagement, improve operational efficiency, and meet specific industry requirements. This role will involve gathering business requirements, designing and deploying Salesforce solutions, and supporting cross-functional teams to drive customer success. <ul><li>Design, develop, and maintain custom Salesforce applications using Apex, Lightning Web Components, Visualforce pages, and integrate with external systems.</li><li>Implement and configure Salesforce Marketing Cloud features such as Journey Builder, Email Studio, Audience Segmentation, and Automation Studio to deliver personalized marketing campaigns.</li><li>Implement Salesforce Service Cloud solutions, including case management, service console, knowledge base, and omnichannel support, to optimize customer service workflows.</li><li>Configure and implement Salesforce Financial Services Cloud for client relationship management, financial planning, and account management to meet the unique needs of financial institutions.</li><li>Develop custom APIs and integrations with third-party platforms, such as banking applications, data warehouses, and marketing tool</li></ul>

Staff Accountant Robert Half is partnering with an established and growing manufacturing company to find their next Financial Analyst. This role will focus on cost accounting, business analytics, and profitability improvements, ensuring accurate financial reporting and cost efficiency initiatives manage and enhance financial activities, focusing on cost accounting, business analytics, and profitability improvements. This role will oversee reporting processes, drive cost efficiency initiatives, and support financial planning and analysis. This role offers the opportunity to drive financial efficiency and play a key role in strategic decision-making. If you have a strong background in financial analysis and cost management, we encourage you to apply! Please note this is an onsite opportunity located in Fairfield, Ca. For more information call Robyn- 707.387.0299. Key Responsibilities:<ul><li>Lead business analytics processes to assess sales, volumes, and margins using internal financial reports.</li><li>Monitor and manage cost pass-through actions related to inflation, raw materials, and other factors.</li><li>Prepare and analyze gross margin per invoice for profitability assessments by customer and product.</li><li>Maintain and enhance costing systems, inventory valuation, and financial reporting tools.</li><li>Assist in implementing and maintaining accurate cost data for financial analysis.</li><li>Support the sales team in customer negotiations by providing profitability insights.</li><li>Oversee the preparation of margin reports and financial performance tracking.</li><li>Conduct physical inventories and monitor monthly cycle counts.</li><li>Manage contract negotiations and ensure reliable financial data for decision-making.</li></ul>

Power BI Developer Robert Half is seeking an experienced Database & Power BI Developer with a strong background in financial services, specifically banking or credit unions. This role will be responsible for ETL development, SQL analytics, business intelligence (BI), and data visualization using Power BI. The ideal candidate will have expertise in data modeling, report and dashboard development, and data integration, delivering high-quality insights to support strategic business decisions.<ul><li>Design, develop, and maintain Power BI dashboards and reports to visualize key financial metrics.</li><li>Develop and optimize SQL queries, stored procedures, and ETL processes for data extraction, transformation, and loading.</li><li>Work with relational databases such as SQL Server, Oracle, or PostgreSQL to support reporting and analytics.</li><li>Collaborate with business stakeholders to gather requirements and deliver actionable insights.</li><li>Implement data modeling and DAX calculations in Power BI to enhance reporting accuracy.</li><li>Ensure data quality, integrity, and security within the financial domain.</li><li>Automate report generation and data pipelines to improve efficiency.</li><li>Support compliance and regulatory reporting requirements specific to banking and credit unions.</li></ul>