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24 results for Data Analyst in San Francisco, CA

Financial Data Analyst <p>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. </p><p><br></p><p>Responsibilities:</p><p>• Collect and reconcile data to support business strategy and performance</p><p>• Provide statistical, analytical, and technical expertise in the rate-setting process</p><p>• Coordinate statistical and utilization information from various departments</p><p>• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data</p><p>• Research areas of concern that influence the fiscal well-being and recommend action if necessary</p><p>• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution</p><p>• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy</p><p>• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel</p><p>• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects</p><p>• Design models and analyses to solve novel questions and inform strategic decision making</p><p>• Support audits with federal, state, and external CPA auditorsOur </p> Data Analyst We are seeking a diligent Data Analyst for our team, based in Walnut Creek, California. The role involves auditing data accuracy from numerous sources and necessitates a strong proficiency in Excel and PeopleSoft. This role offers a short term contract employment opportunity, providing crucial support to our operations through year-end.<br><br>Responsibilities:<br><br>• Conduct thorough analysis of data derived from multiple systems, including but not limited to PeopleSoft.<br>• Utilize Excel to import, analyze, and manage large data sets, ensuring the validity and integrity of the data.<br>• Assist in the compilation and enhancement of Standard Operation Procedures, transitioning them from Excel to Word or Visio.<br>• Disseminate analyzed data findings to the relevant teams for further action and resolution.<br>• Stay updated and adapt to recent modifications in PeopleSoft.<br>• Employ data visualization tools and Informatica to create dashboards for data representation.<br>• Use Microsoft tools effectively to maintain accurate customer credit records and process credit applications. Financial Analyst <p>We are offering an exciting opportunity for a Financial Analyst in Silicon Valley, California. This role is integral to the healthcare industry and involves detailed financial analysis, budgeting, and data-driven decision-making. The successful candidate will collaborate with various departments, including leadership and IT, to develop reports, monitor vital metrics, and assist in due diligence for medical practice acquisitions.</p><p><br></p><p>Responsibilities:</p><p>• Lead the creation of annual operating and capital budgets</p><p>• Foster effective relationships with department managers to monitor financial performance and report on budget variances</p><p>• Generate reports and track key metrics by practice, providing accurate financial performance analysis</p><p>• Prepare management and executive-level reports for leadership review</p><p>• Collaborate with leadership and IT teams to create and maintain performance dashboards</p><p>• Support due diligence initiatives related to medical practice acquisitions</p><p>• Validate data from practices, ensuring its integrity</p><p>• Develop detailed reports on productivity, revenue, and expenses, benchmarked against industry standards</p><p>• Create business plans for existing and new ventures, with a focus on data analysis and market viability</p><p>• Conduct complex data extractions and calculations to produce meaningful ad hoc analyses and reports</p><p>• Use decision support systems, cost accounting principles, and financial tools to provide actionable insights</p><p>• Establish and maintain effective working relationships with employees, managers, senior leaders, and physicians/providers</p><p>• Represent the organization in a positive manner both internally and externally</p> Operations Analyst We are seeking a dedicated Operations Analyst to join our team in San Jose, California. In this role, you will play a key role in our manufacturing industry operations, focusing on a variety of analytical tasks including evaluating quotations, cost analysis, and facilitating decision-making processes related to purchasing, materials, and production costs.<br><br>Responsibilities:<br>• Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets.<br>• Engage in negotiations with vendors to secure favorable terms and pricing.<br>• Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics.<br>• Identify potential cost-saving opportunities and recommend process improvements.<br>• Develop and maintain detailed cost models to support pricing strategies.<br>• Assist in forecasting material requirements based on production schedules and sales projections.<br>• Oversee efficient inventory management by balancing stock levels and minimizing waste.<br>• Collaborate with procurement teams to enhance purchasing processes.<br>• Assess production workflows and identify inefficiencies.<br>• Provide data-driven insights to support lean manufacturing and process optimization initiatives.<br>• Track and report on key performance indicators (KPIs) related to production costs and efficiency.<br>• Prepare detailed reports and presentations for senior management, highlighting findings and actionable recommendations.<br>• Act as a liaison between operations, procurement, and finance teams to align goals and strategies. Financial Analyst / Accountant <p>We are looking for an experienced contract <strong>Financial Analyst</strong> <strong>/ Accountant</strong> with strong accounting skills to support financial operations and analysis in a remote capacity. This role is ideal for a detail-oriented professional who enjoys balancing analytics, financial reporting, and accounting, while also leveraging advanced technology solutions such as automation tools, Tableau, and Excel. </p><p><br></p><p>As a Financial Analyst, you will play an integral role in ensuring accurate financial reporting, month-end close processes, and accounts payable (AP) and accounts receivable (AR) management. This is a 6-month contract position with the potential for extension or future opportunities.</p><p><br></p><ul><li><strong>Accounting Support</strong>: Assist with month-end close, journal entries, accruals, and prepayments to ensure accuracy in financial statements.</li><li><strong>Accounts Payable (AP) & Accounts Receivable (AR)</strong>: Perform reconciliations, monitor payment schedules, and address discrepancies for efficient operations.</li><li><strong>Financial Statement Reconciliation</strong>: Ensure alignment between the general ledger and financial reports. Reconcile balance sheet accounts to identify discrepancies and ensure data accuracy.</li><li><strong>Data Analysis</strong>: Utilize <strong>Tableau</strong> dashboards and tools to create visually compelling financial reports, leveraging key insights to drive business decisions.</li><li><strong>Excel Expertise</strong>: Build and maintain advanced Excel models, utilizing pivot tables, macros, and other functions to streamline reporting and analysis.</li><li><strong>Process Automation</strong>: Identify opportunities for workflow optimization in accounting and financial processes by utilizing automation tools and technologies for increased efficiency.</li><li><strong>Collaboration with Finance Team</strong>: Partner with cross-functional teams to analyze data and support financial planning processes.</li><li><strong>Compliance</strong>: Ensure adherence to internal controls, accounting standards (GAAP/IFRS), and company policies.</li></ul><p><br></p> Entry Level Analyst <p><strong>Robert Half</strong> is looking for <strong>Analysts/Accountants</strong> to join our team in <strong>entry-level positions</strong>! This is an exciting opportunity for recent graduates with internship or relevant work experience to apply their analytical and technical skills in real-world settings. You’ll have the chance to work across diverse industries, gain hands-on experience, and master new software along the way. Ready to kick-start your career and learn from the best? We’d love to hear from you!</p><p><br></p><p>To apply, reach out to Tawnia on LinkedIn and send your resume to my email. Thank you!</p><p><br></p><p>Duties:</p><ul><li>Perform operational accounting – AP and AR</li><li>Assist with reporting and reconciliation</li><li>Collect, mine, monitor and review data</li><li>Process financial transactions - tracking time and expenses</li><li>Assist in the preparation of financial reports</li><li>Perform data entry, verification, and back-up; and maintain database</li><li>Other duties as assigned</li></ul> Financial Analyst We are seeking a Financial Analyst to join our finance team in a hybrid role, offering flexibility to work both remotely and in-office. This is an excellent opportunity for a finance detail oriented who enjoys analyzing data, creating financial models, and providing insights to support business strategy. Pay: 45.00 -52.00 (Depending on Experience). <br> What You’ll Do Analyze financial data, develop reports, and provide actionable insights for decision-making. Build and maintain financial models, forecasts, and budgets to support business planning. Perform variance analysis to identify trends, opportunities, and risks. Prepare and present financial reports, ensuring accuracy and compliance with company policies and industry regulations. Collaborate with cross-functional teams to assess financial risks, optimize budgets, and support strategic initiatives. Assist in month-end and quarter-end reporting processes. Monitor key performance indicators (KPIs) and recommend process improvements. Conduct market research and competitor analysis to enhance financial strategies. Sr. Revenue Analyst <p>We are offering a contract opportunity for an Sr. Revenue Analyst. The position is based in California.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>·      Analyze and forecast revenue trends, providing actionable insights to drive financial performance and support strategic decision-making.</p><p>·      Collaborates with sales and development teams to create accurate revenue projections based on software sales, subscriptions, or service contracts. </p><p>·      Collaborate with sales, finance, and operations teams to ensure accurate tracking and reporting of revenue, including subscription and recurring revenue models.</p><p>·      Develop and maintain financial models and dashboards to monitor revenue streams and key metrics for a software-as-a-service (SaaS) environment.</p><p>·      Conduct variance analysis and identify drivers impacting revenue performance, presenting findings to senior leadership.</p><p>·      Ensure adherence to accounting standards and regulatory requirements for revenue recognition (e.g., ASC 606).</p><p>·      Partner with cross-functional teams to optimize pricing strategies, contract structures, and billing processes, aiming to enhance profitability and growth.</p><p>·      Support the annual budgeting process, quarterly forecasting, and long-range planning to align revenue targets with corporate objectives.</p><p>Drive process improvements and automation in revenue-related systems and workflows, leveraging data tools and best practices to increase efficiency</p><p><br></p><p><br></p> Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our team in the non-profit sector, based in Menlo Park, California. As a Sr. Financial Analyst, your focus will be on managing accounting functions, auditing, and capital management, along with utilizing various business systems, including CRM and Confluence. This role offers a long-term contract employment opportunity. <br><br>Responsibilities:<br>• Utilize data mining techniques for effective financial planning and decision making<br>• Manage and perform various accounting functions to ensure financial accuracy<br>• Use CRM and Confluence for efficient business system management<br>• Conduct regular auditing to maintain financial integrity<br>• Implement budget processes for optimal capital management<br>• Generate reports using Crystal Reports for financial analysis and forecasting<br>• Monitor and manage customer credit records accurately<br>• Process customer credit applications with precision and efficiency<br>• Resolve customer inquiries and ensure customer satisfaction<br>• Keep track of customer accounts and take necessary actions when required. Financial Analyst <p>We are offering an exciting opportunity for an Financial Analyst in the venture capital industry,<strong> located remotely on a PART-TIME basis.</strong> If you are looking to work 20 hours a week with a fairly flexible schedule, this job is for you! The successful candidate will be fundamental in supporting our team by conducting financial data analysis, forecasting, and reporting to contribute to risk mitigation and effective decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.</p><p>• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.</p><p>• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.</p><p>• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.</p><p>• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.</p><p>• Update and validate key performance indicators (KPIs) for venture capital investments.</p><p>• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.</p><p>• Work together with other external vendors to update financial information.</p><p>• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.</p><p>• Support the maintenance of positive and transparent relationships with fund investors, other venture capital partners, and industry experts by providing regular reporting and addressing standard inquiries from investors.</p> Senior Technical Accountant | Senior Financial Analyst <p><strong>Senior Financial Analyst with Senior Accountant Experience </strong></p><p><br></p><p><strong>Location:</strong> Palo Alto, CA </p><p><strong>Job Type:</strong> Full-Time; On-site </p><p><br></p><p> Robert Half is partnering with a dynamic company in search of a Senior Financial Analyst who brings a blend of expertise in senior financial analysis and senior-level accounting. This role requires a proactive, detail-oriented detail oriented with exceptional skills in Tableau, Excel, and experience in Tableau automation. If you thrive in a role where financial analysis meets hands-on accounting and enjoy leveraging data to drive decision-making, we want to hear from you! </p><p><br></p><p><strong>Key Responsibilities </strong></p><p><strong>Financial Analysis:</strong> </p><ul><li>Develop, analyze, and interpret complex financial models to provide insights and recommendations to key business stakeholders. </li><li>Generate reports and financial models focusing on automation to streamline data reporting and forecasting. </li><li> Collaborate with cross-functional teams to analyze budget vs. actuals, forecast trends, and identify key drivers of financial performance. </li><li>Provide decision support through financial modeling and scenario analysis. </li></ul><p><strong>Accounting Functions:</strong> </p><ul><li>Perform month-end close activities, including preparing adjusting journal entries and reconciling accounts. </li><li>Ensure compliance with GAAP in all financial reporting and accounting operations. </li><li>Collaborate with the accounting team to manage the general ledger and resolve discrepancies. </li></ul><p><br></p><p><strong>Process Improvement:</strong> </p><ul><li>Leverage advanced Excel skills (macros, pivot tables, VLOOKUPs, etc.) to automate and streamline financial reporting and accounting workflows. </li><li>Identify opportunities to enhance reporting processes by integrating Tableau automation and other tools. </li></ul> Supply Chain Analyst <p>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.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>Work closely with the purchasing team to maintain accurate product data and inventory levels.</p><p>• Coordinate with the sales team to ensure accurate delivery dates.</p><p>• Develop and implement logistics policies and procedures to improve efficiency.</p><p>• Prepare accurate reports for upper management.</p><p>• Prepare and maintain shipping documents.</p><p>• Monitor and report any cost inefficiencies to management.</p><p>• Participate in cross-functional teams to improve processes throughout the company.</p><p>• Stay updated with the latest industry trends and best practices.</p><p>• Provide training and guidance to team members when required.</p><p>• Resolve logistics-related issues or disputes.</p><p>• Forecast and plan Material Requirements for the organization.</p><p>• Ensure compliance with health and safety standards and regulations.</p><p>• Collaborate with other departments to integrate logistics with business systems or processes.</p><p>• Manage third-party logistics service providers and negotiate contracts and pricing.</p><p>• Evaluate and manage the performance of logistics service providers.</p><p>• Responsible for managing warehouse operations.</p><p>• Responsible for the accuracy of shipments and meeting all documented service requirements.</p><p><br></p> Fund Accountant/Financial Analyst, Venture Capital <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Fund Accountant / Financial Analyst</p><p> </p><p><strong>Location:</strong></p><p>Palo Alto, CA (Hybrid: 2 days on-site)</p><p> </p><p><strong>Salary:</strong></p><p>$115,000 base + bonus + carry</p><p>  </p><p><strong>About the Company:</strong></p><p>This organization acts as the venture capital division of a major company and invest in sectors like life sciences, healthcare, AI, Robotics.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review financial statements, close reporting packages, investment accounting, private company valuations, reconciliations, and journal entries.</li><li>Track investment data and exits with precision, producing and analyzing fund and portfolio reports.</li><li>Drive process improvement initiatives using cutting-edge tools like SQL and Apps Script to implement scalable solutions.</li><li>Support investments by reviewing portfolio company financials, creating pro-forma capitalization tables, and coordinating funding wire transfers.</li><li>Collaborate across teams, including legal, to meet tight deadlines and support the broader investment and reporting processes.</li></ul><p><br></p> Fund Accountant / Financial Analyst, Venture Capitalq <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Fund Accountant / Financial Analyst</p><p> </p><p><strong>Location:</strong></p><p>Mountain View, CA (Hybrid: 2 days on-site)</p><p> </p><p><strong>Salary:</strong></p><p>$115,000 base + bonus + carry</p><p>  </p><p><strong>About the Company:</strong></p><p>This organization acts as the venture capital division of a major company and invest in sectors like life sciences, healthcare, AI, Robotics.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review financial statements, close reporting packages, investment accounting, private company valuations, reconciliations, and journal entries.</li><li>Track investment data and exits with precision, producing and analyzing fund and portfolio reports.</li><li>Drive process improvement initiatives using cutting-edge tools like SQL and Apps Script to implement scalable solutions.</li><li>Support investments by reviewing portfolio company financials, creating pro-forma capitalization tables, and coordinating funding wire transfers.</li><li>Collaborate across teams, including legal, to meet tight deadlines and support the broader investment and reporting processes.</li></ul><p> </p><p><br></p> Financial Analyst <p>We are offering a contract to permanent employment opportunity for a Financial Analyst to join our team in Dublin, California. As a Financial Analyst, you'll be integral to our operations, working closely with various internal departments to plan, manage, and report budgets. You'll also provide valuable insights through reporting and analytics to support decision-making initiatives.</p><p><br></p><p>This is a REMOTE position.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collaborate with business leaders to ensure business units meet their targets, providing essential support to the teams</p><p>• Work with the Data Analytics team to utilize sales forecasting tools, aiding Real Estate Directors with comprehensive market planning</p><p>• Manage Quarterly Asset Reviews with Field Organization, including Real Estate, Maintenance, and Construction, establishing an effective method for these reviews</p><p>• Oversee the standards of the Real Estate Committee and the deliverables of the Real Estate Analyst</p><p>• Develop and maintain processes, metrics, and reporting to drive decision-making and support the business</p><p>• Ensure the accuracy of financial data by assisting the Accounting department during month and quarter end closes</p><p>• Support the annual planning process and periodic projection updates for the Business unit</p><p>• Redesign Capital P& L models in partnership with the FP& A team and oversee their use in real estate deal package submissions</p><p><br></p> Commissions Analyst <p>We are on the lookout for a meticulous Commissions Analyst to be a part of our team in the tech industry located in San Francisco, California. In this role, you will be pivotal in the execution of commission operations, the analysis of sales data, and the effective communication with various teams to ensure the smooth running of commission payments. This role offers a long term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Administer the calculation and processing of sales commissions with precision.</p><p>• Collaborate with the Sales and Finance teams as well as HR to guarantee timely and accurate commission disbursements.</p><p>• Ensure all commission plans and company policies are adhered to.</p><p>• Conduct comprehensive analysis of sales data to spot trends and potential issues.</p><p>• Prepare commission statements with a high degree of accuracy and review them meticulously.</p><p>• Work hand in hand with the VP of Sales to secure necessary approvals for commission payouts.</p><p>• Keep track of commission payments and carry out a true-up analysis.</p><p>• Utilize tools such as Salesforce to gather and analyze data effectively.</p><p>• Record commission accruals and deferrals by preparing journal entries.</p> Commissions Analyst- remote role for Healthtech in SF <p>We are on the lookout for a meticulous Commissions Analyst to be a part of our team in the Healthcare, Hospitals, and Social Assistance industry located in San Francisco, California. In this role, you will be pivotal in the execution of commission operations, the analysis of sales data, and the effective communication with various teams to ensure the smooth running of commission payments. This role offers a long term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Administer the calculation and processing of sales commissions with precision.</p><p>• Collaborate with the Sales and Finance teams as well as HR to guarantee timely and accurate commission disbursements.</p><p>• Ensure all commission plans and company policies are adhered to.</p><p>• Conduct comprehensive analysis of sales data to spot trends and potential issues.</p><p>• Prepare commission statements with a high degree of accuracy and review them meticulously.</p><p>• Work hand in hand with the VP of Sales to secure necessary approvals for commission payouts.</p><p>• Keep track of commission payments and carry out a true-up analysis.</p><p>• Utilize tools such as Salesforce to gather and analyze data effectively.</p><p>• Record commission accruals and deferrals by preparing journal entries.</p> BI Data Architect III – Client & Customer Data Management <p>The BI Data Architect III will be responsible for managing and optimizing client and customer data, ensuring alignment with the DAMA governance framework and industry best practices. This role will develop and implement data management strategies, focusing on master data, metadata, and enterprise ontologies to support business intelligence, analytics, and reporting.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Client & Customer Data Management: Lead efforts in organizing and maintaining customer and client data, including the development of semantic models, data hierarchies, and metric definitions for enterprise-wide analytics.</li><li>Data Governance & Compliance: Implement DAMA-aligned governance frameworks to ensure high-quality, secure, and compliant data management. Conduct audits, enforce policies, and educate teams on best practices.</li><li>Reltio MDM Implementation: Oversee the implementation and optimization of Reltio for master data management (MDM), ensuring seamless integration with existing enterprise systems (Financial, CRM, Sales, HR, etc.).</li><li>Data Security & Privacy: Develop and enforce policies for data security, including GDPR, PII protection, and internal compliance frameworks. Partner with IT and business stakeholders to audit data access and implement controls.</li><li>Enterprise Data Architecture: Design and maintain metadata catalogs and ontologies, ensuring accurate data relationships and standardization across business units.</li><li>ETL & Data Pipelines: Manage data extraction, transformation, and loading (ETL) processes to streamline data flows across systems, enhancing data integrity and accessibility.</li><li>Data Quality & Automation: Lead efforts to build automated data validations and quality controls to improve confidence in reporting and analytics.</li><li>Stakeholder Collaboration: Partner with business analysts, IT, and leadership to identify data needs, improve sourcing strategies, and support enterprise data initiatives.</li></ul><p><br></p> Staff Accountant <p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><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><p><br></p> Collections Specialist <p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Collections & Accounts Receivable Management</strong></p><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><p><strong>Credit Risk Assessment</strong></p><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><p><strong>Collaboration with Clients & Internal Teams</strong></p><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><p><strong>Reporting & Financial Planning</strong></p><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><p><strong>Systems & Tools</strong></p><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> Chief Financial Officer, Fintech <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p> </p> Chief Financial Officer, SaaS Start Up <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p><br></p> Financial Planning & Analysis Manager <p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p> Compensation Associate <p><strong>Job Summary:</strong></p><p>The Sales Compensations Associate will collaborate with Human Resources, Payroll, and Finance to ensure the proper implementation of incentive commission plans and accurate commission payments. Their main duty is to calculate monthly incentive commissions for all sales staff, with a focus on accuracy, completeness, and consistency according to the commission plans. The ideal candidate should be analytical, deadline-oriented, detail-focused, self-driven, and capable of handling multiple tasks simultaneously.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• This role will also be responsible for addressing employee commission inquiries, performing validations, and obtaining required approvals</p><p>• Ensuring the Sales Compensation plans are executed as designed</p><p>• Reconciliation of commission discrepancies and data anomalies</p><p>• Distribution of commission related reports to management and sales personnel Assistance with month-end dose financial reporting and analysis</p><p>• Assistance with internal process improvement initiatives</p><p>• General reporting of sales and business Operations statistics</p><p>• Ad hoc reporting and analysis</p>