We are looking for an entry-level Financial Analyst to join our team in California on a contract basis with the potential for a permanent position. This role is ideal for someone who enjoys working with budgets, analyzing financial performance, and turning data into clear insights for leadership. The position will support planning activities, cost monitoring, and reporting needs while partnering with stakeholders to help drive informed business decisions.<br><br>Responsibilities:<br>• Support the full budgeting cycle, including planning, updates, and ongoing financial tracking across workforce and operating expenses.<br>• Compare budgeted figures against actual results, investigate variances, and highlight key drivers affecting financial performance.<br>• Monitor spending trends and cost assumptions, then provide practical recommendations to balance business needs with financial targets.<br>• Prepare clear financial summaries and reporting materials for executive audiences, presenting complex information in a clear format.<br>• Assist with headcount planning by tracking staffing changes, analyzing workforce costs, and maintaining accurate reporting.<br>• Use spreadsheets and financial data tools to organize information, build reports, and contribute to forecasting activities when needed.<br>• Partner with internal teams to gather inputs, validate numbers, and improve the accuracy and timeliness of financial analysis.
<p>Our client is hiring an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This role is ideal for a motivated early-career professional who is eager to gain hands-on experience supporting reporting, data review, and business operations. The right candidate will be detail-oriented, organized, and comfortable working with data in a fast-paced environment.</p><p>Responsibilities:</p><ul><li>Gather, review, and maintain data for reporting purposes</li><li>Assist in preparing spreadsheets, reports, and summaries for internal teams</li><li>Identify inconsistencies, trends, and data issues for follow-up</li><li>Support day-to-day business analysis and operational tasks</li><li>Partner with team members across departments to fulfill reporting needs</li><li>Maintain documentation and ensure accuracy of records</li><li>Assist with process improvement initiatives and ad hoc projects</li></ul><p><br></p>
<p>Our client is seeking an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This is an excellent role for a detail-oriented professional looking to build experience in analysis, reporting, and business operations while contributing to a fast-paced team environment.</p><p>The Entry-Level Analyst will support day-to-day analytical activities, help organize and interpret data, prepare reports, and assist with identifying trends and process improvements. This role offers strong potential for long-term growth and permanent hire based on performance and business needs.</p><p>Key Responsibilities:</p><ul><li>Collect, review, and analyze data to support business decisions</li><li>Prepare routine reports, summaries, and dashboards</li><li>Assist with identifying trends, discrepancies, and opportunities for improvement</li><li>Maintain accurate records and ensure data integrity</li><li>Support cross-functional teams with research and analysis</li><li>Help streamline processes and improve reporting efficiency</li><li>Perform other administrative and analytical duties as needed</li></ul><p><br></p>
<p>Are you a detail-oriented professional with a passion for finance/accounting? Our team is seeking an Entry-Level Analyst/Accounting Clerk for a temporary-to-hire opportunity, supporting accounts receivable, payable, reconciliation, and billing functions. Recent graduates with retail or internship experience are welcome to apply!</p><p><br></p><p>For immediate consideration, please call apply today!</p><p><br></p><p>Job Duties</p><ul><li>Process accounts payable and accounts receivable transactions</li><li>Assist with invoice review, coding, and payment processing</li><li>Prepare routine financial reports and spreadsheets</li><li>Support month-end and year-end closing activities</li><li>Verify accuracy of financial documents and resolve discrepancies</li><li>Maintain organized records for audits and compliance</li><li>Assist with payroll data entry and related administrative tasks</li><li>Communicate with vendors, customers, and internal departments regarding billing or payment questions</li><li>Perform basic account analysis and research transaction issues</li><li>Use Excel and accounting software to track and report financial information</li></ul><p><br></p>
<p>Robert Half is looking for a financial analyst to join a well-known company. This is an entry-level to early-career role best suited for someone with strong data entry skills, solid attention to detail, and the ability to work accurately in a fast-paced environment. The Financial Analyst will primarily support the team through high-volume data entry and validation of financial information. The role will involve reviewing P&L data from revenue through gross profit, identifying discrepancies, and helping research root causes. This position does not require advanced reporting or BI tools, but candidates should be comfortable working in Excel and asking questions to ensure accuracy.</p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p>
<p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract-to-Permanent </p><p><strong>Compensation:</strong> $38 - $45 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p>Our client is seeking a detail-oriented and analytical <strong>Junior Financial Analyst</strong> to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The Junior Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions.</p><p><br></p><p><strong>Financial and Cost Analysis</strong></p><ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul><p><strong>Pricing and Margin Support</strong></p><ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul><p><strong>Financial Reporting and Month-End Close</strong></p><ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul><p><strong>Data Integrity and Process Improvement</strong></p><ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul><p><br></p><p>If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.</p>
<p>Our client is seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul><p><br></p><p>If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.</p><p><br></p>
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders.<br><br>Responsibilities:<br>• Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making.<br>• Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions.<br>• Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format.<br>• Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting.<br>• Update and manage relevant records in Salesforce to keep internal information current and reliable.<br>• Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
<p>About the Opportunity</p><p>A growing technology company is seeking a Financial Analyst to join its Corporate Finance team. This position offers an opportunity to partner with cross-functional business leaders while supporting financial planning, forecasting, reporting, and strategic initiatives. The ideal candidate is analytical, detail-oriented, and eager to learn in a collaborative, fast-paced environment.</p><p>This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.</p><p>Key Responsibilities</p><ul><li>Support revenue forecasting, recurring revenue metrics, bookings analysis, cash flow projections, and long-range financial planning.</li><li>Maintain and enhance financial models, reporting tools, and large datasets to improve forecasting accuracy and business insights.</li><li>Assist with monthly and quarterly close activities, including reconciliations, reporting, and documentation.</li><li>Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement.</li><li>Partner with Sales Operations, Finance, Accounting, and other business teams to understand sales activity, pipeline performance, and key business drivers.</li><li>Prepare financial reports, dashboards, and presentation materials for leadership meetings and business reviews.</li><li>Support finance system transformation projects, including data validation, testing, and process improvements.</li><li>Identify opportunities to automate manual reporting and analysis using modern AI and productivity tools.</li><li>Document financial processes and communicate findings clearly to both finance and non-finance stakeholders.</li><li>Perform ad hoc financial analysis and special projects as assigned.</li></ul><p><br></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>
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.<br>• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.<br>• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.<br>• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.<br>• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.<br>• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.<br>• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.<br>• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
<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>
<p>We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making.</p><p><br></p><p>The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics.</p><p><br></p><p>**Position is fully onsite in Newark, CA 94560**</p><p>**Position is potential contract to hire based on performance - 6-month contract to start out**</p><p><br></p><p>Key Responsibilities</p><ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul><p><br></p>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
We are looking for an experienced Compensation Analyst to join a long-term contract assignment supporting payroll and stock administration activities in San Francisco, California. This role will play a key part in managing complex employee payments, validating tax treatment, and maintaining accurate payroll reporting for a large U.S. employee population, with some exposure to international matters as needed. The position works closely with payroll and stock administration leadership and requires strong Workday expertise, sound judgment, and a high level of accuracy in a fast-paced environment.<br><br>Responsibilities:<br>• Manage and reconcile special payroll transactions in Workday, including equity-related payments, incentive compensation, cash settlements, and expense adjustments, while confirming correct withholding treatment for each item.<br>• Partner with stock administration leadership to review employee-level settlement details, verify tax outcomes, and assess supporting allocation data provided by external partners.<br>• Perform payroll tax calculations for supplemental earnings, ensuring proper application of federal, state, Social Security, Medicare, and year-end wage reporting requirements.<br>• Create and analyze custom Workday reports and data files to support payment modeling, employee data validation, and payroll balancing activities.<br>• Identify inconsistencies in employee tax profiles, work locations, or withholding results, and escalate issues promptly to support accurate payroll processing.<br>• Administer retirement contribution processing and review time tracking records for eligible non-exempt employees during high-volume payroll periods.<br>• Respond to employee questions related to payment amounts, withholding calculations, and payroll statements with clear and timely guidance.<br>• Assist with U.S.-focused payroll activities tied to a major corporate event and contribute to international payment support when needed.
<p>We are looking for a Payroll Analyst to join a fast-moving global payroll team in San Francisco, California on a Contract basis. This long-term contract role begins with an initial 3-month term and supports payroll activity across a complex international workforce where urgent questions, exceptions, and shifting priorities are common. The position is well suited to someone who enjoys solving problems, communicating clearly with stakeholders, and working across multiple time zones in a high-volume environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming payroll questions, service requests, and escalations by assessing urgency, setting priorities, and driving issues through resolution.</p><p>• Investigate payroll discrepancies and unusual cases, including off-cycle payments and other exceptions that fall outside standard processing routines.</p><p>• Examine payroll output and reporting to identify errors, trends, and items requiring follow-up with internal partners or external providers.</p><p>• Assist with gross-to-net pay reviews, pension-related considerations, and other payroll calculations across international populations.</p><p>• Provide clear, step-by-step guidance to employees, consultants, and business stakeholders on payroll matters and required actions.</p><p>• Partner with teams across finance, HR, and other functions to resolve urgent payroll issues affecting workers in multiple countries.</p><p>• Support global payroll operations spanning several countries, with a strong focus on inquiry management and issue handling during non-processing periods.</p><p>• Work across multiple payroll platforms and workflow tools, including systems such as Workday, ADP Workforce Now, global payroll solutions, and Jira, as needed.</p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate.<br><br>Responsibilities:<br>• Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement.<br>• Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results.<br>• Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control.<br>• Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders.<br>• Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts.<br>• Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed.<br>• Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards.<br>• Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
<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>Finance Associate | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks</strong></p><p> </p><p>A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations.</p><p> </p><p>The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review NAV packages and outsourced accounting work from fund administrators</li><li>Oversee financial operations across alternative investment products</li><li>Support investor reporting, compliance filings, and annual audits</li><li>Review expense allocations and monitor managed accounts</li><li>Partner with finance, legal, investments, and client service teams</li><li>Assist with operational improvements and oversight processes </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>About the Role</strong></p><p>Our client is seeking a <strong>Senior Fraud Analyst</strong> to join their team onsite in San Francisco on a <strong>contract basis</strong>. This role will focus on detecting, investigating, and preventing fraudulent activity while leveraging advanced fraud detection tools and data analysis to mitigate risk across transactions and systems.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze transactional data to identify suspicious patterns and potential fraud risks</li><li>Investigate fraud alerts, chargebacks, and high-risk activities using fraud detection platforms</li><li>Utilize fraud prevention tools (e.g., Sift, Riskified, Kount, Stripe Radar, or similar) to monitor and mitigate threats</li><li>Conduct deep-dive investigations and document findings, including root cause analysis and recommendations</li><li>Collaborate with cross-functional teams (risk, compliance, finance, and operations) to resolve fraud cases</li><li>Monitor and optimize fraud rules, thresholds, and system performance to reduce false positives</li><li>Prepare reporting dashboards and present fraud trends, KPIs, and insights to leadership</li><li>Support audit and compliance efforts, ensuring adherence to internal controls and regulatory standards</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Senior Financial Accountant</p><p><br></p><p>About the Opportunity</p><p>Robert Half is partnering with a well-established organization seeking an experienced Senior Financial Accountant to support its corporate accounting and financial reporting functions. This position plays a key role in the monthly close process, general ledger maintenance, payroll-related accounting, financial reporting, budgeting support, and audit preparation. The ideal candidate is detail-oriented, analytical, and comfortable working in a fast-paced environment with multiple priorities.</p><p><br></p><p>Key Responsibilities</p><p>General Ledger, Month-End Close & Financial Reporting</p><ul><li>Prepare and post monthly journal entries and perform account reconciliations in accordance with established close deadlines.</li><li>Maintain the integrity of the general ledger and ensure accurate financial reporting.</li><li>Perform bank reconciliations, investigate discrepancies, and resolve outstanding reconciling items.</li><li>Analyze account activity and research variances to ensure financial accuracy.</li><li>Prepare monthly financial statements, supporting schedules, and management reporting packages.</li><li>Maintain fixed asset records, including additions, disposals, and depreciation schedules.</li><li>Record payroll-related journal entries, accruals, and reconciliations while partnering with internal teams to ensure payroll accuracy.</li><li>Assist with monthly, quarterly, and year-end close activities and maintain accounting system data.</li></ul><p>Audit & Compliance</p><ul><li>Prepare audit schedules and supporting documentation for external auditors.</li><li>Assist with annual financial statement audits and regulatory reporting requirements.</li><li>Ensure accounting records comply with GAAP and company policies.</li><li>Support internal controls and process improvement initiatives.</li></ul><p>Budgeting & Financial Analysis</p><ul><li>Assist with the annual budgeting process and ongoing forecast updates.</li><li>Analyze budget-to-actual results and prepare variance reports for management.</li><li>Support departmental leaders by providing financial analysis and responding to reporting requests.</li></ul><p>Additional Accounting Responsibilities</p><ul><li>Prepare financial reporting for affiliated entities and business units.</li><li>Assist with cost allocations and shared expense calculations.</li><li>Maintain supporting schedules and documentation for various accounting transactions.</li><li>Participate in special projects and process improvement initiatives as assigned.</li></ul><p><br></p>