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50 results for Hedge Fund Operations Analyst in San Francisco, CA

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Anisa Henry is partnered with a respected investment management firm seeking an Investment Operations Analyst to support the day-to-day operations of its investment funds. This role is responsible for overseeing global trade settlement activities, performing reconciliations, and supporting reporting and regulatory requirements. This position reports to the Head of Trading & Operations. Key Responsibilities<ul><li>Assist with global trade settlement activities for fund transactions, including cash and securities settlement, by coordinating with custodians, brokers, and fund administrators.</li><li>Monitor and report fund cash balances and cash flows, including transfer agency and settlement-related activity.</li><li>Support the execution and monitoring of foreign exchange transactions to meet settlement and liquidity needs.</li><li>Maintain communication with custodians and fund service providers to ensure accurate trade processing and timely settlement.</li><li>Perform daily reconciliations of cash, positions, and transactions, and investigate and resolve discrepancies.</li><li>Monitor, process, and reconcile corporate action events.</li><li>Prepare and review transaction cost analysis (TCA) reports for securities and foreign exchange transactions.</li><li>Assist with the preparation of client, compliance, and regulatory reporting.</li><li>Support adherence to regulatory requirements and reporting obligations.</li><li>Participate in additional operational projects and responsibilities as needed.</li></ul>CultureThis is an excellent opportunity for someone who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.
2026-09-09T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-09-04T00:00:00Z

Hedge Fund Controller

San Francisco, CA
onsite
Permanent / Full Time
200000 - 400000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Hedge Fund | San Francisco | Strong Compensation Package Join a fast-growing investment firm focused on opportunities driven by the evolution of artificial intelligence. Known for its research-driven approach and sophisticated investment strategy, the firm has quickly built a strong reputation in the market. This is a newly created, high-visibility role with real ownership and impact. You’ll help build and scale institutional-grade fund accounting and reporting infrastructure within a collaborative, high-performing environment. The role offers strong compensation, long-term growth potential, and direct exposure to leadership. Responsibilities<ul><li>Own fund accounting and financial reporting across investment vehicles</li><li>Review NAVs, investor allocations, fees, capital activity, and partnership accounting</li><li>Manage fund administrator deliverables</li><li>Ensure accurate monthly, quarterly, and annual reporting</li><li>Support complex portfolios (derivatives, options, long/short strategies)</li><li>Oversee valuations, reconciliations, and controls</li><li>Coordinate audits and support tax reporting with external advisors</li><li>Support regulatory and compliance reporting</li><li>Drive process improvements, automation, and reporting efficiency</li><li>Help build scalable systems and AI-enabled tools</li><li>Partner with senior leadership on fund oversight and special projects</li><li>Support new fund launches and infrastructure buildout</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-16T00:00:00Z

Hedge Fund Controller

San Francisco, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | San Francisco| Hybrid; 1-2 day in office Step into a high-impact leadership role with a leading outsourced finance partner serving hedge funds. You’ll work directly with fund principals as a trusted advisor, helping strengthen infrastructure, support growth, and navigate complex financial operations.Lead a strong internal team, own key client relationships, and gain broad exposure across fund accounting, operations, and strategy. The firm offers a flexible hybrid schedule with just 1 day in-office, generous PTO, and a culture built around trust, autonomy, and performance. Responsibilities<ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Oversee shadow books, NAVs, financials, valuations, audits, and tax coordination</li><li>Serve as a key contact for investor relations and operational due diligence</li><li>Review monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and relationships with prime brokers and custodians</li><li>Support fund launches, vendor selection, and strategic initiatives</li><li>Partner with compliance, legal, tax, and operations teams</li><li>Lead regulatory reporting and high-level special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Controller - Hedge Fund

San Francisco, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | San Francisco| Hybrid; 1-2 day in office Step into a high-impact leadership role with a leading outsourced finance partner serving hedge funds. You’ll work directly with fund principals as a trusted advisor, helping strengthen infrastructure, support growth, and navigate complex financial operations.Lead a strong internal team, own key client relationships, and gain broad exposure across fund accounting, operations, and strategy. The firm offers a flexible hybrid schedule with just 1 day in-office, generous PTO, and a culture built around trust, autonomy, and performance. Responsibilities<ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Oversee shadow books, NAVs, financials, valuations, audits, and tax coordination</li><li>Serve as a key contact for investor relations and operational due diligence</li><li>Review monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and relationships with prime brokers and custodians</li><li>Support fund launches, vendor selection, and strategic initiatives</li><li>Partner with compliance, legal, tax, and operations teams</li><li>Lead regulatory reporting and high-level special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Controller | Leading Hedge Fund

San Francisco, CA
onsite
Permanent / Full Time
200000 - 400000 USD / Yearly
For confidential consideration, please contact Jennifer Fukumae at Robert Half Financial Services via LinkedIn or email. Hedge Fund ControllerSan Francisco, CA (Hybrid)$250-400 DOE+ Performance Bonus + Excellent Benefits A highly respected and rapidly growing investment firm at the intersection of artificial intelligence is seeking an experienced Fund Controller to join its finance leadership team. This is a unique opportunity to work alongside influential investors, founders, and industry leaders while helping build and scale the financial infrastructure of a sophisticated investment platform. Responsibilities<ul><li>Oversee fund accounting, financial reporting, NAV review, investor allocations, capital activity, and partnership accounting. </li><li>Manage relationships with third-party fund administrators and review fund financial reporting deliverables. </li><li>Partner with investment and operations teams to support accounting and reporting for long/short strategies, derivatives, options, and other complex investment instruments. </li><li>Review portfolio valuations, reconciliations, and fund activity to ensure accuracy and compliance. </li><li>Coordinate annual audits and collaborate with external tax advisors on fund and investor reporting. </li><li>Maintain strong internal controls, accounting policies, and regulatory reporting processes. </li><li>Identify opportunities to improve processes, automate workflows, and leverage technology to enhance reporting and operational efficiency. </li><li>Partner closely with senior leadership on fund oversight, strategic initiatives, and new product launches. </li></ul>
2026-09-09T00:00:00Z

Director of Finance | Hedge Fund

San Francisco, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing financial services firm is seeking a Director of Finance to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong hedge fund accounting and operations background who enjoys working directly with clients and taking ownership across the full fund lifecycle. This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests. What You’ll Do<ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul>
2026-09-09T00:00:00Z

Senior Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Financial Crimes Analyst - Hybrid

San Ramon, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Our client, a leading financial institution, is seeking a Financial Crimes Analyst to support a special project focused on fraud detection, transaction monitoring, AML compliance, and customer risk review. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with BSA/AML regulatory requirements and internal financial crimes policies. This is a HYBRID role. The ideal candidate will have experience in fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review within a banking or financial services environment. Key Responsibilities <ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct KYC, CIP, CDD, and EDD reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support BSA/AML compliance efforts by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul>
2026-09-02T00:00:00Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

AML/KYC Analyst

San Ramon, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for an AML/KYC Analyst to join a financial crimes compliance team. This long-term contract opportunity is well suited for a detail-oriented individual who can evaluate alerts carefully, apply sound judgment, and document findings with accuracy. The role focuses on frontline review work that helps identify unusual activity and supports regulatory compliance efforts in a fast-paced environment. Responsibilities: • Conduct initial reviews of transactional or customer activity alerts to identify potential indicators of suspicious behavior. • Assess findings and decide when matters should be referred for deeper investigation based on risk and supporting evidence. • Support the identification of cases that may warrant regulatory reporting by organizing facts and highlighting relevant concerns. • Examine account and transaction data, perform targeted research, and summarize conclusions in clear written case notes. • Maintain thorough and accurate documentation to demonstrate compliance with applicable AML and KYC standards and internal procedures. • Collaborate with compliance, risk, or investigative partners as needed to clarify information and strengthen case outcomes.
2026-09-15T00:00:00Z

AML/KYC Analyst

San Ramon, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for an AML/KYC Analyst to support financial crimes compliance efforts through careful alert review, research, and case assessment in San Ramon, CA. This Long-term Contract position is well suited for a detail-oriented individual who can evaluate potentially suspicious activity, apply sound judgment, and produce clear investigative documentation. The role offers an opportunity to contribute to risk mitigation by analyzing transactional information, following regulatory expectations, and helping determine when additional review may be needed. Responsibilities: • Conduct first-level reviews of alerts to identify unusual or potentially suspicious financial activity.• Assess investigative findings and decide when matters should be referred for deeper examination.• Support the identification of situations that may warrant suspicious activity reporting based on documented evidence.• Examine account and transaction data, synthesize relevant information, and record conclusions with clarity and accuracy.• Perform targeted research using available systems and resources while maintaining compliance with applicable AML and KYC standards.• Maintain organized case records and ensure all investigative steps are documented in accordance with policy expectations.• Collaborate with compliance and risk stakeholders as needed to clarify findings and resolve alert-related questions.
2026-09-15T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Join a fast-growing fintech platform transforming how investors and wealth management professionals access and manage private market investments. This role offers the opportunity to play a key part in the operational infrastructure supporting a large and diverse portfolio of private investment funds. As a Fund Operations Associate, you will oversee critical fund operations processes across the full investment lifecycle, including capital calls, distributions, cash management, investor data administration, and coordination with external service providers. The ideal candidate is highly detail-oriented, thrives in a fast-paced environment, and is passionate about delivering operational excellence while supporting the growth and scalability of a leading private markets platform. Why Join This Opportunity?<ul><li>Join a rapidly growing private markets platform with significant growth and expansion opportunities.</li><li>Gain exposure to a large and growing fund portfolio while helping scale key operational functions.</li><li>Work closely with executive leadership and contribute to strategic business initiatives.</li><li>Enjoy comprehensive healthcare benefits, including full coverage for employees and eligible dependents.</li><li>Benefit from an unlimited PTO policy and a flexible, employee-focused culture.</li><li>Be part of a technology-driven organization modernizing and automating fund operations and investor workflows.</li><li>Help build scalable processes that improve efficiency, accuracy, and the overall investor experience.</li><li>Thrive in an entrepreneurial environment that values ownership, innovation, and continuous improvement.</li></ul>
2026-09-14T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with an innovative financial technology platform focused on improving operational efficiency and access within the private markets ecosystem. The platform supports investment professionals and institutions throughout the private investment lifecycle, including investment due diligence, fund operations, portfolio management, and reporting. As the Fund Operations Associate, you will play a critical role in supporting fund operations and treasury activities across a diverse portfolio of investment vehicles. This position is responsible for managing the day-to-day operational processes that support fund administration, including capital activity, cash movements, credit facility administration, investor records management, and coordination with external service providers and internal stakeholders. Success in this role requires strong attention to detail, operational excellence, and a commitment to ensuring accuracy, timeliness, and scalability across fund operations. Why Consider This Opportunity?<ul><li>Join a rapidly growing investment platform with significant business momentum</li><li>Opportunity to work alongside senior leadership and gain broad exposure across the organization</li><li>Competitive benefits package, including comprehensive healthcare coverage</li><li>Flexible paid time off policy</li><li>Innovative, technology-forward environment focused on modernizing and streamlining operational workflows</li><li>Exposure to a dynamic platform managing a large and expanding portfolio of investment vehicles</li><li>Opportunity to contribute to process improvement, automation initiatives, and scalable operational infrastructure</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Sr. Financial Services Analyst

Oakland, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our nonprofit client in Oakland is seeking an experienced Sr. Financial Services Analyst to support high-impact finance initiatives. This Long-term Contract position is ideal for a detail-oriented candidate with extensive experience spearheading the credit agency rating process. The ideal candidate can translate complex financial data into clear business insights, strengthen planning processes, and contribute to strategic decision-making. The role will partner closely with finance leadership and cross-functional teams to execute the credit rating process, deliver analysis, reporting, and project support across forecasting, development activity, credit-related initiatives, and executive materials. This role requires onsite work in Oakland, California 5 days a week, and is expected to pay $60-70/hr. DOE. Responsibilities:• Manage end-to-end credit rating process in collaboration with the Director of Finance• Build and refine financial trend analyses that surface performance patterns, business risks, and potential opportunities across multiple areas of the organization• Produce rolling forecasts and longer-range financial outlooks by partnering with department leaders to validate assumptions and align planning inputs• Investigate budget, forecast, and year-over-year variances, then prepare concise commentary that explains key drivers and operational impact.• Track performance indicators and elevate notable shifts or emerging concerns to finance leadership in a timely manner• Evaluate development opportunities and capital-related projects through financial modeling, return analysis, and due diligence support• Review transaction economics, assess exposure areas, and compare post-close results against original underwriting expectations• Lead assigned finance initiatives related to credit rating support, including preparation of schedules, disclosures, and supporting financial documentation• Coordinate with internal teams and external rating stakeholders to ensure accurate submissions, while monitoring covenant measures and credit metrics for potential issues• Assist with quarterly earnings support, board-level presentation materials, and ad hoc analysis requested by leadership• Contribute to finance process improvement efforts by supporting system enhancements, strengthening data management practices, and identifying automation opportunities
2026-09-16T00:00:00Z

Sr. Financial Risk Analyst

Palo Alto, CA
remote
Temporary / Contract
35 - 40 USD / Hourly
Role: Senior Financial Risk Analyst Position OverviewEmployment Type: Full-Time, Robert Half Employee*Must pass full background check*Client Assignment: World Renowned Fintech company Initial Term: Minimum 1 year, with potential for extension based on performance and client needsBenefits: Full employee benefitsFully Remote: Must be US based and work Pacific Standard Time (8a-5p) This is a full-time position as a Robert Half employee, dedicated to a client-based project for a minimum of one year. The assignment may be extended beyond the initial term based on performance, business needs, and overall fit.About the Role We are seeking a highly analytical Senior Financial Risk Analyst to support financial and liquidity risk management within a fast-growing fintech environment.This role will focus on liquidity risk monitoring, financial risk modeling, balance sheet forecasting, and analysis of financial markets and investments. The analyst will work closely with Treasury, Finance, Data Science, Engineering, and Product teams to identify emerging risks and develop data-driven models, reporting, and processes.The ideal candidate is both quantitative and technically strong, with experience translating complex financial and risk problems into models, analysis, and actionable insights. Key Responsibilities<ul><li>Monitor and report on financial, liquidity, capital, and counterparty risks.</li><li>Conduct quantitative analysis of emerging liquidity and financial risks.</li><li>Develop and maintain liquidity risk models and forecasting frameworks.</li><li>Forecast key balance sheet and liquidity metrics.</li><li>Perform VaR, stress testing, scenario analysis, and risk attribution.</li><li>Analyze financial markets, investment exposures, and key business drivers.</li><li>Partner with Data Science and Engineering teams to build dashboards, automated alerts, and data pipelines for Treasury and Risk.</li><li>Collaborate with Finance and Product teams to assess risks associated with new products and business initiatives.</li><li>Build and improve end-to-end risk processes, reporting, and analytical tools.</li></ul>
2026-08-28T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
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. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

Mountain View, CA
remote
Temporary / Contract
52.25 - 60.5 USD / Hourly
Core Responsibilities<ul><li>Generate and run recurring financial reports</li><li>Create, maintain, and update reports</li><li>Perform report variations and modifications as needed</li><li>Support Cash P&L reporting</li><li>Produce ad hoc financial reports and analysis</li><li>Follow established SOPs and reporting processes</li><li>Support internal finance reporting needs</li><li>Work primarily with finance stakeholders rather than cross-functional business partners</li></ul>Tools & Systems<ul><li>Google Sheets / Google Suite (primary tool)</li><li>TM1 / IBM Planning Analytics (approximately 50%)</li><li>Open to candidates with: </li><li>Anaplan</li><li>Adaptive Planning</li><li>Hyperion</li><li>Other financial planning/reporting systems</li></ul>
2026-09-17T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-09-15T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
45 - 58 USD / Hourly
We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution. For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. Job Duties<ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
2026-09-10T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-09-15T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-17T00:00:00Z

FP&A Analyst

Burlingame, CA
onsite
Temporary / Contract
36 - 55 USD / Hourly
Full-Time Engagement Professional (FTEP)Location: San Mateo County, CA (Hybrid)Employment Type: Full-Time About the OpportunityJoin Robert Half's Full-Time Engagement Practice and combine the stability of full-time employment with the opportunity to support a variety of organizations across the Peninsula. This role is ideal for a finance professional who enjoys business partnering, forecasting, strategic analysis, and helping leadership make informed decisions that drive growth and profitability.This position offers exposure to diverse industries, executive leadership teams, business transformation initiatives, system implementations, and high-impact financial projects. Position OverviewThe FP&A Analyst/Senior FP&A Analyst will support budgeting, forecasting, financial modeling, management reporting, variance analysis, and strategic planning initiatives. The successful candidate will serve as a trusted business partner to finance and operational leaders, delivering actionable insights that improve business performance and support key decision-making.The ideal candidate possesses strong analytical skills, financial acumen, and the ability to communicate complex financial information to non-financial stakeholders. Key Responsibilities<ul><li>Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Prepare monthly management reporting packages and executive dashboards.</li><li>Perform variance analysis and identify key business drivers impacting performance.</li><li>Build, maintain, and enhance financial models to support strategic decision-making.</li><li>Partner with department leaders to evaluate operational and financial results.</li><li>Analyze revenue, expenses, profitability, headcount, and cash flow trends.</li><li>Support month-end close by partnering with Accounting and Finance teams.</li><li>Prepare board, investor, and executive-level reporting materials.</li><li>Develop KPI reporting and business performance metrics.</li><li>Evaluate investment opportunities and business cases through ROI analysis.</li><li>Support M&A due diligence, integration activities, and strategic initiatives.</li><li>Assist with system implementations, reporting automation, and process improvements.</li><li>Provide ad hoc financial analysis and recommendations to leadership.</li></ul>
2026-09-01T00:00:00Z

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-09-02T00:00:00Z