<p>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.</p><p><br></p><p><strong>Responsibilities:</strong></p><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>
We are looking for a Sr. Financial Analyst to support financial planning, reporting, and strategic decision-making for a fast-moving organization in California. This Long-term Contract position is ideal for a finance specialist who combines strong modeling skills with hands-on experience in budgeting, forecasting, and operational expense management. The role partners closely with business leaders to deliver clear insights, improve financial visibility, and guide resource planning across key areas of the business.<br><br>Responsibilities:<br>• Develop and refine financial models that support planning activities, scenario analysis, and business decision-making.<br>• Lead operating expense planning by managing budgets, preparing forecasts, and tracking performance against financial targets.<br>• Evaluate vendor-related spending to identify trends, variances, and opportunities for improved cost control.<br>• Prepare recurring financial reports and presentation materials for leadership, translating data into actionable business insights.<br>• Partner with cross-functional stakeholders to review budget requests, provide financial guidance, and support approval processes.<br>• Analyze large data sets to improve reporting accuracy, streamline planning processes, and support ongoing finance initiatives.<br>• Support workforce planning by monitoring headcount trends and aligning staffing assumptions with budget expectations.<br>• Contribute to revenue forecasting and broader strategic finance projects as business needs evolve.
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.<br>• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.<br>• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.<br>• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.<br>• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.<br>• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.<br>• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.<br>• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
<p>Robert Half Contracts Finance and Accounting division is seeking a fully remote FP& A Analysis to join a large insurance and IA firm for their busiest season! This is a fully remote position that would start right away! (PST hours).</p><p><br></p><p>Job Duties:</p><p>Support the build of company's annual budget across its core components: </p><p>Revenue build</p><p>Cost build (Opex, vendor, G& A and CapDev)</p><p>Headcount and capacity modeling</p><p>Budget consolidation and reporting in Planful</p><p>Compare budget submissions to current-year run rate and the latest forecast; flag variances and recommend where assumptions should change.</p><p>Bring budget-cycle practices from prior PE-owned or public companies to sharpen companies process and assumptions.</p><p><br></p><p>Works Cross-Functionally</p><p><br></p><p>Work effectively with FP& A team members and business leaders across US and offshore time zones; this is an individual-contributor role with no direct reports.</p><p>Establish working relationships quickly with department leaders, alongside the FP& A team, to gather, challenge and finalize their budget inputs and support ad-hoc analysis during the cycle.</p><p><br></p><p>Accountable</p><p><br></p><p>Own assigned budget workstreams end to end: model build, review with department leaders, and consolidation into the company budget. Present budget findings, assumptions and narratives to the Senior Director of Strategic Finance and senior leadership in clear, concise ways. </p><p>Meet budget calendar deadlines; build models and analysis that are clean, auditable and documented so the FP& A team can carry them forward after the engagement.</p><p><br></p><p><br></p><p>Minimum Requirements</p><p><br></p><p>• Bachelor’s degree in accounting, finance or related field, complemented by senior-level FP& A experience.</p><p>• Demonstrated excellence in financial data analysis and the creation of detailed financial models, reports and performance summaries. </p><p>• Has completed annual budget cycles at PE-owned or public companies.</p><p>• Proven experience in owning and presenting financial performance information to varied stakeholders of an organization.</p><p>• Highly competent with financial planning tools and advanced Excel modeling. Experience using AI/LLM tools to enhance productivity without compromising quality required.</p><p>• Strong knowledge of accounting concepts and budgeting principles.</p><p>• Proven proficiency in developing and reporting key metrics that drive business outcomes and the factors that influence them.</p><p>• A self-starter: highly organized, takes ownership without prompting, spots what needs doing next, and works independently to multi-task and prioritize deadlines.</p><p>• Deeply analytical with exceptional communication/presentation skills, intellectual curiosity and a growth mindset.</p><p><br></p><p><br></p><p>If you have a degree in Finance and have 5-7 years of FA or FP& A experience, (insurance industry a plus!), apply today!</p>
<p><strong>Core Responsibilities</strong></p><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 <strong>Cash P& L reporting</strong></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><p><strong>Tools & Systems</strong></p><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><p><br></p>
<p>We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance.</p><p><br></p><p>This is a fully remote opportunity which can start immediately. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.</p><p>• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.</p><p>• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.</p><p>• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.</p><p>• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.</p><p>• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.</p><p>• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.</p><p>• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.</p><p>• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.</p><p>• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability</p>
We are looking for an Accounting Analyst to support day-to-day financial operations for a Financial Services organization in San Ramon, California. This is a fully remote, Long-term Contract opportunity suited for someone who is comfortable managing transactional accounting tasks with accuracy and consistency. The role will focus on receivables, cash application, payables support, and routine financial processing while contributing to additional assignments as business needs arise.<br><br>Responsibilities:<br>• Review, prepare, and process accounts receivable transactions to maintain timely and accurate financial records.<br>• Apply cash receipts and reconcile incoming payments against customer accounts and supporting documentation.<br>• Support accounts payable activities, including handling invoices and assisting with payment-related processing.<br>• Generate, print, and organize recurring financial reports required for weekly accounting operations.<br>• Manage assigned service or accounting tickets and complete follow-up actions within established timelines.<br>• Perform account reconciliation activities to identify discrepancies and help maintain ledger accuracy.<br>• Complete billing-related tasks and assist with routine accounting functions across the team.<br>• Participate in training on company software platforms during the initial onboarding period and use those systems effectively in daily work.<br>• Contribute to special projects or ad hoc assignments as operational priorities evolve.
<p>We are looking for an experienced finance executive to provide leadership for budgeting, long-range planning, and financial reporting within a healthcare environment in Marin County, California. This long-term contract position will guide critical financial planning activities, support major capital investment decisions, and deliver clear reporting for executive stakeholders and external parties. The role is well suited for a strategic leader who can strengthen financial operations, improve reporting practices, and partner effectively across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Direct the development of annual operating and capital budgets, ensuring financial plans align with organizational priorities.</p><p>• Build and refine multi-year financial projections, including both five-year and ten-year planning models to support long-term decision-making.</p><p>• Manage financial oversight for capital assets and large infrastructure investments, including monitoring expenditures, timelines, and reporting needs.</p><p>• Produce accurate financial statements, forecasting analyses, and executive-level reporting materials for leadership review.</p><p>• Oversee the preparation of financial information required by auditors, bondholders, and rating agencies, maintaining compliance and reporting quality.</p><p>• Strengthen financial data governance practices by improving consistency, accuracy, and reporting standards across finance activities.</p><p>• Assess current Workday Financials workflows and recommend enhancements that improve efficiency, reporting capability, and user adoption.</p><p>• Collaborate with operational and executive leaders to evaluate strategic initiatives, capital priorities, and financial performance trends.</p>
<p>We are looking for an experienced Chief Financial Officer to provide strategic financial leadership for a nonprofit organization in San Francisco. This Long-term Contract opportunity is ideal for a steady, hands-on executive who can guide the finance function through a demanding environment while strengthening reporting, controls, and operational support. The role requires strong board-level communication, sound judgment, and the ability to lead with patience, accountability, and credibility across teams.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s financial strategy, planning, and day-to-day fiscal oversight to support leadership decision-making and organizational stability.</p><p>• Lead, coach, and develop a team of four direct reports across accounting, finance, payroll, and benefits functions, promoting accountability and collaboration.</p><p>• Deliver clear, executive-level financial updates and analysis to senior leadership and the Board, translating complex data into actionable insights.</p><p>• Oversee cash flow management, capital planning, and financial reporting to maintain strong visibility into organizational performance and funding needs.</p><p>• Ensure key accounting adjustments and reclassifications are completed accurately and on schedule to support clean and reliable financial records.</p><p>• Confirm that budget preparation is finalized and aligned with organizational priorities, timelines, and reporting expectations.</p><p>• Oversee completion of Form 990 and related financial compliance requirements in accordance with nonprofit standards and deadlines.</p><p>• Partner with operational leaders to improve financial processes, support organizational workflows, and address challenges tied to ongoing finance system buildout and banking-related coordination.</p><p>• Foster a supportive but results-oriented leadership approach, listening carefully to team concerns while driving progress in a high-pressure environment.</p>
We are looking for a Sr. Compliance Analyst to support marketing and customer communication review activities for financial products in San Francisco, California. This Long-term Contract position will focus on evaluating promotional content, identifying regulatory risk, and advising cross-functional teams on compliant campaign execution. The ideal candidate brings strong knowledge of financial services compliance, sharp analytical skills, and the ability to translate regulatory expectations into practical business guidance.<br><br>Responsibilities:<br>• Evaluate marketing assets and customer-facing materials to confirm that disclosures, pricing details, fees, and promotional statements align with applicable regulatory standards.<br>• Work closely with partners across Marketing, Legal, Product, and Risk to address compliance considerations during campaign planning, content development, and launch preparation.<br>• Review outbound communications before release to ensure consent language, opt-out options, and advertising requirements are properly incorporated.<br>• Conduct targeted testing, quality checks, and recurring reviews of campaigns to uncover compliance concerns and recommend corrective measures.<br>• Examine potential compliance incidents, document conclusions, and coordinate with business teams to drive prompt and effective remediation.<br>• Maintain organized records of approvals, supporting documentation, and audit history for internal review and regulatory examination readiness.<br>• Track regulatory updates and industry guidance, then help refine policies, procedures, and training content to keep practices current.<br>• Contribute to compliance frameworks by supporting risk assessments, procedure development, and educational efforts that strengthen control awareness across marketing functions.<br>• Prepare summaries, metrics, and risk-related reporting for leadership to support decision-making and ongoing process enhancement.
<p>Robert Half is seeking a Business Intelligence Analytics Engineer III to join the Financial Data & Analytics (FD& A) team. FD& A serves as the centralized owner of Finance & Accounting reporting, analytics, data governance, automation, and business insights. The team partners closely with Corporate Finance, Accounting, FP& A, Corporate Services, Talent Solutions, and Protiviti leaders to deliver trusted data, scalable reporting solutions, and actionable insights that support strategic decision-making.</p><p><br></p><p><strong>Business Intelligence & Analytics</strong></p><p>Design and develop dashboards, KPIs, scorecards, and visualizations that transform complex data into actionable business insights.</p><p>Utilize business intelligence tools such as Domo (preferred), Tableau, Workday Prism Analytics, Cognos, and Power BI.</p><p>Apply statistical analysis, predictive modeling, and advanced analytics techniques to identify trends, improve forecasting, and support business decisions.</p><p>Develop reporting, automation, and analytics solutions using SQL, Python, R, Jupyter Notebooks, and modern BI technologies.</p><p>Integrate and transform data from platforms including Salesforce, Workday, AWS, and enterprise data warehouses using modern ETL practices.</p><p>Design, develop, and maintain scalable data pipelines and integration processes that support enterprise analytics initiatives.</p><p><br></p><p><strong>Cross-Functional Leadership & Consulting</strong></p><p>Lead analytics initiatives through the full solution lifecycle, including requirements gathering, design, development, testing, deployment, adoption, and ongoing support.</p><p>Partner with business stakeholders to translate complex business challenges into scalable analytics and reporting solutions.</p><p>Recommend improvements to data architecture, data quality, reporting processes, and analytics capabilities.</p><p>Collaborate with analysts, developers, architects, and business leaders to ensure solutions align with business objectives and governance standards.</p><p>Effectively communicate project status, risks, timelines, and dependencies while managing stakeholder expectations.</p><p><br></p><p><strong>Mentoring & Enablement</strong></p><p>Provide technical leadership and mentorship to analysts, BI developers, and business partners.</p><p>Support users through requirements sessions, testing, training, and solution adoption.</p><p>Promote self-service analytics, best practices, and data literacy across the organization.</p>
We are looking for an experienced interim Chief Financial Officer to provide hands-on financial leadership for a Long-term Contract position based in San Jose, California. This role is best suited for a finance executive who brings deep planning and analysis expertise along with the accounting knowledge needed to guide reporting, close activities, and public-company expectations. The ideal candidate can step in quickly, partner effectively with established leaders, and communicate confidently with both local stakeholders and the parent company team in India.<br><br>Responsibilities:<br>• Lead budgeting, forecasting, long-range planning, and financial modeling activities to support business decisions and performance visibility.<br>• Oversee cash flow analysis and capital management to help maintain financial stability and support operational priorities.<br>• Direct monthly, quarterly, and ad hoc financial analysis, translating complex data into clear recommendations for executives and board-level audiences.<br>• Provide leadership to the accounting function, ensuring accurate financial reporting and appropriate oversight of controllership activities.<br>• Support an efficient five-day month-end close process and coordinate preparation for audits and recurring board reporting requirements.<br>• Develop executive-ready presentations and reporting materials using advanced Excel and PowerPoint capabilities.<br>• Work closely with established functional leaders to align finance support with business objectives and drive timely decision-making.<br>• Engage effectively with the India-based parent company team, including participation in early-morning or late-evening meetings when needed.<br>• Use modern AI-enabled tools and business systems to improve analysis, reporting quality, and overall finance efficiency.
<p>Our client is seeking a Data Scientist II – Generative AI to join a cutting-edge team focused on building scalable, production-ready AI solutions that transform business workflows and deliver measurable impact across global operations. This role is ideal for professionals passionate about leveraging Generative AI technologies, creating intelligent agents, and driving innovation at scale.</p><p><br></p><p>You will design and implement GenAI-powered agents that streamline internal processes, enhance productivity, and support business development initiatives. Responsibilities include developing robust prompt engineering frameworks, building RAG pipelines, and converting prototypes into production-ready solutions. You’ll collaborate closely with engineering and business teams to ensure solutions meet diverse client needs and are optimized for global deployment.</p><p><br></p><p>Key projects include extending the company’s GPT platform, creating AI agents that improve efficiencies for RFP development, onboarding materials, and SOW requirements. Success in this role means quickly ramping up on backlog projects, delivering high-priority initiatives, and staying ahead of emerging GenAI frameworks to continuously advance internal AI capabilities.</p>