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23 results for Aiml Analyst in San Jose, CA

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 110000 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>
2026-07-31T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-07-29T00:00:00Z

AI Optimization Specialist

San Francisco, CA
remote
Temporary / Contract
85 - 90 USD / Hourly
We are looking for an AI Optimization Specialist to help elevate the performance of AI-driven customer support experiences for a fintech organization. This contract position is fully remote and is focused on using data, conversation analysis, and platform insights to improve customer satisfaction, strengthen retention, and increase successful self-service outcomes. Based in San Francisco, California, this role is ideal for someone who can translate support performance trends into practical recommendations across AI support channels. Responsibilities:• Evaluate AI-supported customer service results by examining satisfaction trends, retention indicators, and resolution performance.• Review support conversations to uncover recurring friction points and identify opportunities to improve automated interactions.• Analyze interaction patterns to lower escalation rates and increase the percentage of issues resolved through self-service.• Use reporting tools, dashboards, and performance metrics to guide AI optimization efforts and recommend measurable enhancements.• Work with high-volume support datasets to assess effectiveness across AI channels and surface actionable insights.• Partner with stakeholders to identify gaps in customer support experiences and prioritize improvements based on observed data.• Apply expertise with Sierra and Decagon to compare performance signals and refine AI support outcomes.• Track trends across customer interactions to highlight opportunities for operational and experience improvements.
2026-08-05T00:00:00Z

Financial Analyst

Emeryville, 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>
2026-08-04T00:00:00Z

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.
2026-08-05T00:00:00Z

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>Partner 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>
2026-08-03T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Senior Financial Analyst – Full-Time Engagement ProfessionalRobert Half Professional Staffing Engagement Robert Half is seeking an experienced Senior Financial Analyst for a full-time engagement opportunity with one of our valued clients. This role is ideal for a seasoned finance professional with expertise in financial planning and analysis (FP&A), financial modeling, budgeting, forecasting, and strategic business partnering. The ideal candidate will provide meaningful financial insights, influence key business decisions, and support executive leadership through data-driven analysis and reporting.Responsibilities<ul><li>Lead the preparation of financial analyses, executive reports, and performance dashboards</li><li>Develop and maintain complex financial models to support budgeting, forecasting, long-range planning, and strategic initiatives</li><li>Analyze monthly, quarterly, and annual financial results, providing detailed variance analysis and actionable recommendations</li><li>Lead annual budgeting and rolling forecast processes in partnership with department leaders</li><li>Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities to improve business performance</li><li>Partner with cross-functional teams to evaluate financial performance, support operational initiatives, and drive strategic decision-making</li><li>Perform profitability, pricing, capital investment, and cost-benefit analyses</li><li>Prepare presentations and financial summaries for senior leadership and executive management</li><li>Support mergers and acquisitions, business case development, and special finance projects as needed</li><li>Ensure the accuracy and integrity of financial reporting, models, and analytical data</li><li>Identify and implement process improvements to enhance reporting efficiency and financial planning capabilities</li></ul>
2026-07-20T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
We are looking for a Financial Analyst to join a contract opportunity with potential for a permanent role based in California. In this role, you will work closely with finance, investor relations, and business partners to support executive decision-making through thoughtful analysis, clear reporting, and actionable insights. This position is ideal for someone who enjoys translating financial and operational data into meaningful recommendations for senior leadership and board-level audiences. Responsibilities: • Collaborate with investor relations and internal stakeholders to prepare analysis and materials that support quarterly earnings activities and external messaging. • Build a strong understanding of the company’s strategic direction, core offerings, and key financial indicators to inform planning and reporting. • Partner with teams across the organization to evaluate financial performance, highlight emerging risks, and identify areas of opportunity for leadership review. • Analyze business results and operational metrics, then convert findings into concise updates and recommendations for senior executives. • Review external disclosures, market signals, and competitor information to help assess how the business may be viewed by investors and the broader market. • Develop reporting packages, KPI summaries, and supporting analytics that strengthen communication with management and leadership teams. • Recommend process improvements that increase consistency, simplify workflows, and support scalable financial operations as the organization grows. • Create and enhance financial models, reporting tools, and infrastructure that improve automation and support business, operational, and external reporting needs.
2026-08-04T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the company's budgeting, forecasting, financial modeling, and strategic planning efforts. This role partners closely with Finance leadership and business stakeholders to analyze financial performance, identify trends, and provide insights that support operational and executive decision-making.Responsibilities<ul><li>Prepare annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Develop and maintain financial models to support business planning and scenario analysis.</li><li>Analyze monthly financial results and explain budget-to-actual variances.</li><li>Prepare executive reporting packages, dashboards, and KPI reporting.</li><li>Partner with department leaders to develop budgets and monitor spending.</li><li>Support month-end reporting, board presentations, and ad hoc financial analysis.</li><li>Identify opportunities to improve financial reporting processes and forecasting accuracy.</li></ul>
2026-07-20T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
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. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-08-05T00:00:00Z

Lease Admin Analyst

San Jose, CA
onsite
Temporary / Contract
23 - 28 USD / Hourly
We are looking for a Lease Admin Analyst to support a global data center real estate portfolio. This Long-term Contract opportunity is suited to a detail-oriented candidate who can evaluate lease-related financial activity, interpret commercial contract terms, and maintain accurate portfolio records with minimal oversight. The role partners closely with asset management stakeholders to review invoices, monitor obligations, and help ensure payments and documentation align with lease agreements and vendor commitments. Responsibilities:• Review rent and lease-related invoices for accuracy, completeness, and alignment with commercial lease terms before approval or escalation.• Support the administration of purchase orders by creating requests, tracking status, and confirming that budgeted funds are properly assigned across the leased asset portfolio.• Act as a primary contact for accounts payable questions connected to lease activity, investigating billing issues and coordinating resolution with internal partners and asset managers.• Perform reconciliations for assigned properties and portfolios to verify operating expenses and related charges are consistent with contractual agreements.• Maintain reliable portfolio records and reporting for a complex global real estate environment, ensuring data remains current and organized.• Assist with contract and document review by examining lease provisions, vendor obligations, and supporting materials tied to property and facilities operations.• Track required compliance documentation and certificates from service providers to help maintain portfolio-wide adherence to operational and industry requirements.• Prepare spreadsheet-based analyses and ad hoc reports that help stakeholders monitor invoices, obligations, and portfolio performance trends.• Collaborate with cross-functional teams in a global setting to support lease administration activities and address issues that affect billing, documentation, or vendor compliance
2026-08-04T00:00:00Z

Enterprise Merchant Services Analyst

San Francisco, CA
remote
Temporary / Contract
35 - 50 USD / Hourly
OverviewWe're seeking an experienced Enterprise Merchant Services Analyst to oversee payment operations, merchant services, and PCI DSS compliance for a large, complex organization. This role partners with Finance, Treasury, IT, Information Security, and external vendors to deliver secure, compliant, and efficient payment solutions.Responsibilities<ul><li>Serve as the subject matter expert for merchant services, payment processing, and PCI DSS compliance.</li><li>Manage merchant accounts, payment technologies, and user access.</li><li>Lead merchant onboarding, payment gateway implementations, and payment system upgrades.</li><li>Conduct risk assessments, audits, and compliance reviews.</li><li>Develop and maintain payment policies, procedures, and documentation.</li><li>Partner with internal stakeholders and external banking/payment vendors to support business needs.</li><li>Identify opportunities to improve controls, processes, and the overall payment experience.</li></ul>
2026-07-31T00:00:00Z

Business Immigration Analyst

San Francisco, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
A San Francisco–based law firm is seeking a Business Immigration Analyst (Entry Level) to support its high-volume corporate immigration practice. This is a contract-to-hire opportunity for a detail-oriented and motivated recent graduate or early-career professional who is interested in developing a long-term career in immigration law. The Business Immigration Analyst will play a key role in supporting attorneys and senior case staff with employment-based visa matters, including H-1B, L-1, TN, and PERM filings. Prior immigration experience is not required, but strong organizational skills and attention to detail are essential. Key Responsibilities<ul><li>Assist with the preparation and filing of employment-based visa petitions, including H-1B, L-1, TN, and PERM applications</li><li>Draft forms, support letters, and petition packets under attorney supervision</li><li>Collect, organize, and review supporting documentation from clients and employees</li><li>Track case status and maintain accurate records in case management systems</li><li>Communicate with clients regarding case updates, document requests, and timelines</li><li>Ensure compliance with immigration regulations and filing requirements</li><li>Support attorneys and senior team members across all stages of case processing</li></ul>
2026-07-22T00:00:00Z

Finance Systems AI Transformation Lead

Menlo Park, CA
remote
Temporary / Contract
61.75 - 71.5 USD / Hourly
We are looking for a Finance Systems AI Transformation Lead to join a Long-term Contract opportunity based in Menlo Park, California. This role sits at the intersection of finance and artificial intelligence, with a focus on improving planning, reporting, and close-related activities through practical automation. You will partner with finance and systems teams to turn complex operational processes into scalable AI-enabled solutions that improve accuracy, speed, and decision support. Responsibilities: • Design and implement AI-driven solutions that simplify core finance activities such as forecasting support, variance review, close coordination, allocation workflows, and workforce planning analysis. • Build intelligent, multi-step automations that interpret financial information, interact with connected tools, and produce traceable outputs suitable for business use. • Develop integrations between AI applications and enterprise finance platforms, planning systems, and data environments to support reliable information exchange. • Create data retrieval pipelines that connect large language model capabilities with structured finance data, including reporting histories, ledger structures, cost center details, and planning records. • Establish controls and validation methods that allow automated solutions to read, verify, and update finance-related data with consistency and audit readiness. • Define and execute evaluation approaches to measure solution quality, including output accuracy, stability, explainability, and risk of failure in finance use cases. • Monitor production performance, investigate issues, and refine workflows based on user feedback, testing results, and observed system behavior. • Partner closely with finance stakeholders, financial systems teams, and technical counterparts to convert manual finance processes into scalable AI-supported operations. • Lead user acceptance testing activities and confirm that delivered solutions meet finance, controllership, and audit expectations before broader rollout.
2026-07-08T00:00:00Z

Investment Operations Specialist - Global Money Manager

Larkspur, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment. Responsibilities:• Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion.• Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs.• Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to portfolio activity.• Maintain clear communication with external operational partners to facilitate correct trade processing and quickly address breaks or delays.• Complete daily reconciliations across cash, holdings, and transaction records, researching discrepancies and supporting prompt resolution.• Track corporate action events and help process elections, postings, and follow-up reconciliation with third-party providers.• Prepare transaction cost analysis reports for securities and currency activity and contribute to the review of trading expense trends.• Support the creation of client, compliance, and regulatory reporting by gathering accurate operational data and validating outputs.• Contribute to adherence with applicable regulatory standards and reporting obligations through careful execution of operational controls.
2026-07-11T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
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. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-07-08T00:00:00Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
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. This role is 100% onsite, and will require up to 10% travel to the various plant locations 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. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-07-28T00:00:00Z

Power BI Analyst

San Francisco, CA
remote
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a Power BI Analyst to join a healthcare organization in San Francisco, California on a contract basis. In this role, you will turn operational and business data into clear, reliable reporting tools that support decision-making across the organization. The position is well suited for someone who combines business analysis expertise with strong Power BI development skills and a careful approach to data accuracy, documentation, and process improvement. Responsibilities:• Build and maintain Power BI datasets, dataflows, semantic layers, and related reporting structures that support ongoing analytical and operational needs.• Produce scheduled reports for business stakeholders, ensure timely distribution, and investigate reporting issues or data discrepancies when they arise.• Partner with BI leadership on project-based analysis and ad hoc requests by creating reporting solutions, validating output, documenting methods, and testing updates.• Create, publish, and enhance dashboards and reports in Power BI while following established request intake, prioritization, and change control practices.• Oversee report refresh activities, monitor dashboard performance, and resolve data or processing issues to keep business intelligence products dependable.• Carry out quality review procedures for new and existing reports to confirm that results are accurate, consistent, and aligned with business expectations before release.• Improve report efficiency and scalability through data model refinement, query optimization, and targeted enhancements to the reporting environment.• Maintain clear business and technical documentation, including metric definitions, report specifications, and supporting reference materials based on team standards.• Reconcile and validate data across multiple source systems to strengthen confidence in reporting outputs and support data warehouse improvement efforts through testing and implementation assistance
2026-08-03T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
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. Responsibilities:<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>
2026-07-06T00:00:00Z

Financial Planner at RIA

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
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. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-07-10T00:00:00Z

Conflicts Analyst

San Francisco, CA
remote
Temporary / Contract
45.44 - 50.46 USD / Hourly
About the OpportunityRobert Half is partnering with a mission-driven nonprofit legal organization that is nationally recognized for its impact and commitment to public interest advocacy. The organization is seeking a Temporary Conflicts Analyst to support its Legal Operations team during a period of transition. This is an excellent opportunity for a detail-oriented legal professional to contribute to a collaborative environment while gaining experience with sophisticated conflicts and risk management processes. Position OverviewThe Temporary Conflicts Analyst will assist with reviewing new matters and prospective hires, identifying potential conflicts, and supporting compliance with internal policies and professional responsibility requirements. This is a full-time contract position (37.5 hours per week) that can be performed remotely or on a hybrid basis. The assignment is expected to run through January 2027 on a strict contract basis. Key Responsibilities<ul><li>Conduct conflicts searches and analysis to support compliance with professional conduct rules, regulatory requirements, and internal policies.</li><li>Review new matter requests and conflicts submissions, obtaining additional information when necessary.</li><li>Process and evaluate conflicts checks for prospective hires.</li><li>Utilize Intapp to conduct searches, prepare reports, and analyze potential conflicts issues.</li><li>Perform corporate and organizational research to support conflicts reviews.</li><li>Summarize findings and escalate potential conflicts to appropriate stakeholders for further review.</li><li>Maintain accurate records and documentation related to conflicts review and resolution.</li><li>Assist with special projects and other legal operations initiatives as needed.</li></ul>
2026-07-28T00:00:00Z

Wealth Analyst - Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z