14 Results for It Business Analyst Jobs in San Jose, CA

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Business Systems Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions. Responsibilities:• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.
2026-09-30T00:00:00Z

Business Systems Analyst

Oakland, CA
remote
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams. Responsibilities:<ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
2026-10-15T00:00:00Z

Accounting Analyst

Emeryville, CA
onsite
Temporary / Contract
35 - 46 USD / Hourly
We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight. Key Responsibilities<ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul>
2026-10-13T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>This is an excellent opportunity for an analytically minded accounting or finance professional who enjoys working at the intersection of accounting, data, technology, and investment operations. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-14T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>
2026-10-14T00:00:00Z

IT Support Analyst

Pleasanton, CA
onsite
Temporary to Hire
35 - 38 USD / Hourly
We are looking for a IT Support Analyst to support employees with day-to-day technical issues in California. This IT Support Analyst contract opportunity has the potential to become permanent and is ideal for someone who enjoys combining hands-on desktop support with responsive service desk assistance across both remote and onsite environments. In this IT Support Analyst role, you will help maintain end-user systems, resolve incidents efficiently, and provide guidance on workplace technology and security best practices. This IT Support Analyst is on onsite role out of Pleasanton. Responsibilities:• Deliver first- and second-level technical support for end users, resolving incidents through desk-side assistance as well as remote troubleshooting.• Set up, deploy, maintain, and repair desktops, laptops, and related equipment for office and workstation use.• Administer and support Windows 10 devices and provide limited assistance for iOS-based hardware.• Troubleshoot hardware issues, software errors, and connectivity problems to restore user productivity quickly.• Support core business applications and collaboration platforms, including Microsoft 365, Teams, Zoom, Outlook, Word, Excel, and PowerPoint.• Install, configure, and maintain endpoint protection and backup tools across desktop and laptop environments.• Assist with Active Directory tasks such as account setup, password resets, and basic user access support while helping monitor and triage incoming tickets.• Configure new user devices and peripherals, including computers, printers, and remote access tools such as Citrix and related solutions.• Track and update inventory records for IT assets as equipment is received, assigned, relocated, or replaced within the office.• Provide end-user instruction on software usage, security awareness, and effective computing practices while following organizational safety and security standards.
2026-09-24T00:00:00Z

Business Operations Analyst (Fund Operations)

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Business Operations Analyst (Fund Operations)📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Great Benefits Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence. This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment. Key Responsibilities<ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul>Why This Opportunity?✅ Exposure to public and private market investments✅ Blend of accounting, reporting, investment operations, and analytics✅ Strong mentorship and career growth potential✅ Technology-forward environment embracing AI and automation✅ High visibility and interaction with investment professionals and leadership✅ Competitive compensation, bonus opportunity, and comprehensive benefits package For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-14T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-06T00:00:00Z

Billing Analyst

San Francisco, CA
onsite
Temporary / Contract
20 - 28 USD / Hourly
The Billing Analyst II will support B2B billing operations in a fast-paced e-commerce and SaaS environment. This fully remote role will focus on accurate invoicing, contract-based billing, reconciliations, and collaboration with global stakeholders.<ul><li>Calculate, generate, review, and deliver B2B invoices</li><li>Review commercial contracts and billing terms to ensure accurate rates and charges</li><li>Process credit/debit memos and billing adjustments</li><li>Perform billing reconciliations and research discrepancies</li><li>Respond to billing inquiries and assist with dispute resolution</li><li>Support month-end close, billing controls, and audit requests</li><li>Collaborate with cross-functional and global teams</li></ul>
2026-10-07T00:00:00Z

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.
2026-10-01T00:00:00Z

Accounting Analyst, Investment Management

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 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. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an Accounting Analyst to join its growing finance team.The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul>
2026-10-12T00:00:00Z

Accounting Analyst, Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 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. Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an Accounting Analyst to join its growing finance team. The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-13T00:00:00Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions. Responsibilities:<ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
2026-10-15T00:00:00Z

Accounting Analyst, Investment Management Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 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. Enjoy putting your accounting knowledge to work while exploring new technology, working with data and spreadsheets, and finding smarter ways to get things done? If you're naturally curious about systems, tools, and process improvements, let's have a conversation! The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-14T00:00:00Z

14 results for It Business Analyst in San Jose, CA