<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
We are looking for an experienced Sr. Credit Analyst to support finance operations for a Long-term Contract position based in Santa Clara, California. In this role, you will evaluate customer credit exposure, help maintain an efficient order-to-cash process, and work closely with internal teams to support accurate and timely transactions. This opportunity is well suited for someone who combines strong financial judgment with a hands-on approach to collections, reconciliations, and process improvement in a fast-moving business environment.<br><br>Responsibilities:<br>• Evaluate customer financial health through detailed review of financial statements, annual filings, and payment history to determine creditworthiness and recommend appropriate credit limits.<br>• Oversee credit-related activities across the order-to-cash cycle, including account setup, customer onboarding, credit approvals, order review, invoicing support, and contract verification.<br>• Drive collection efforts by following up on outstanding balances, resolving payment issues, reconciling customer accounts, and addressing billing disputes to improve cash flow.<br>• Review sales orders before release by confirming purchase order details, contractual terms, tax requirements, legal entity information, and supporting documentation.<br>• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transaction issues and maintain operational compliance.<br>• Submit invoices and supporting documentation through customer payment platforms such as Ariba and Coupa to help ensure prompt processing and remittance.<br>• Monitor ongoing account risk and update credit decisions as business conditions, customer performance, or financial data change.<br>• Contribute to acquisition support activities, compliance-related work, and continuous improvement efforts, including automation initiatives and AI-enabled collections processes.
<p>The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.</p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
<p>We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.</p><p>• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.</p><p>• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.</p><p>• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.</p><p>• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.</p><p>• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.</p><p>• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.</p><p>• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.</p>
<p>We are looking for a Data Analyst to support reporting, dashboard development, and business-focused data investigations for a financial services team. <strong>This long-term, remote contract position</strong> is based in San Francisco, California, and offers the opportunity to work remotely while partnering closely with stakeholders to deliver clear, timely insights. The ideal candidate brings strong analytical expertise, hands-on experience with modern BI tools, and the ability to manage priorities effectively in a fast-paced, sprint-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine recurring reports and analytical outputs that help business partners make informed decisions.</p><p>• Develop, update, and enhance dashboard solutions in Looker to meet evolving stakeholder needs.</p><p>• Investigate data questions and resolve reporting issues related to business operations and client-focused requests.</p><p>• Manage assigned work within a sprint-based workflow, handling incoming tickets and adjusting priorities as needed.</p><p>• Collaborate with cross-functional stakeholders to gather requirements, confirm scope, and communicate delivery timelines.</p><p>• Provide ongoing analytics support through BI and reporting platforms, translating data into actionable insights.</p><p>• Maintain a balanced workload between stakeholder coordination and hands-on analysis, ensuring both communication and execution remain strong.</p>
<p>Robert Half is seeking an experienced <strong>Accounts Payable Specialist</strong> to support their client's finance team during a busy period. This role is ideal for someone who thrives in a fast‑paced environment, brings strong attention to detail, and can manage full‑cycle AP responsibilities with accuracy and professionalism.</p><p><br></p><p><strong>Location:</strong> Oakland, CA (Fully Onsite)</p><p><strong>Schedule:</strong> Full-Time, Monday–Friday</p><p><strong>Duration:</strong> 2–3 Months (Potential for Extension)</p><p><br></p><p>Key Responsibilities</p><ul><li>Review, code, and process vendor invoices with accurate project and GL coding</li><li>Ensure compliance with accounting standards and support audit activities</li><li>Audit employee expense reports and transactions</li><li>Manage returned payments, voids, and resolve discrepancies</li><li>Assist with monthly AP reconciliations and month‑end close</li><li>Provide reports and respond to ad hoc requests from internal teams</li><li>Support full‑cycle accounts payable operations from entry to close</li></ul><p><br></p>
<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>
We are looking for an experienced TPRM Sr. Compliance Analyst to support third-party risk and compliance activities for a real estate and property organization in Santa Clara, California. This Long-term Contract position will focus on overseeing vendor due diligence, coordinating risk reviews, and helping business partners move onboarding and remediation efforts forward efficiently. The ideal candidate brings strong knowledge of compliance practices, third-party oversight, and cross-functional communication, along with the ability to manage detailed tracking and documentation in a fast-paced environment.<br><br>Responsibilities:<br>• Lead third-party risk management activities from intake through onboarding, ensuring each review is properly documented and progressed through the required stages.<br>• Evaluate submitted request materials, confirm completeness of internal documentation, and route vendors through appropriate due diligence and risk review steps.<br>• Prepare and distribute tailored due diligence questionnaires, then follow up with vendors and internal teams to gather accurate and timely responses.<br>• Coordinate initial screening efforts and support risk assessments related to compliance, information security, data privacy, and vendor oversight considerations.<br>• Provide stakeholders with clear status updates on open reviews, expected timelines, identified issues, and actions needed to keep assessments moving forward.<br>• Track remediation items and risk treatment plans, partnering with business owners and other stakeholders to support timely resolution of control gaps or compliance concerns.<br>• Maintain organized vendor records and supporting files, ensuring documentation is current, accessible, and aligned with program requirements.<br>• Use Excel and related tools to monitor progress, analyze assessment data, and produce reports that support decision-making and program visibility.
<p>Robert Half Management Resources is looking for an experienced Business Analytics/Data Analyst to support one of our clients on interim basis. This long-term contract position focuses on analyzing, transforming, and validating complex financial and operational data to help ensure accurate loading into a Workday environment. The role is ideal for someone who combines strong General Ledger knowledge with advanced Microsoft Fabric and Power BI capabilities. You will work alongside project, finance, and systems teams to improve data quality, strengthen reconciliation processes, and deliver actionable reporting throughout the engagement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead data preparation, transformation, and validation activities across multiple legacy financial and operational source systems for Workday-related data loads.</p><p>• Examine General Ledger data, chart of accounts relationships, and transaction-level records to confirm accuracy, completeness, and alignment with target structures.</p><p>• Design, enhance, and maintain Microsoft Fabric pipelines, staging layers, and data models that support large-scale enterprise analytics and migration work.</p><p>• Create Power BI dashboards and reconciliation reporting that provide visibility into data quality, exception tracking, migration status, and balancing results.</p><p>• Partner with finance stakeholders, functional leads, and subject matter experts to investigate discrepancies, clarify mapping rules, and resolve data issues.</p><p>• Perform detailed analysis of high-volume, multi-source datasets to identify anomalies, trends, and risks that could affect migration outcomes.</p><p>• Support testing, cutover readiness, and post-load verification activities by monitoring results and confirming that loaded data meets business expectations.</p>
<p>Robert Half Management Resources is looking for a Business Analytics/Data Analyst to support one of our clients on an interim basis. This role will contribute to Workday supply chain and procurement efforts by improving data quality, validating converted records, and resolving issues that affect system readiness. The position works closely with project stakeholders to ensure legacy information is accurately prepared, tested, and aligned with business rules in the target environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.</p><p>• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.</p><p>• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.</p><p>• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.</p><p>• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.</p><p>• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.</p><p>• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.</p>