27 Results for Treasury Analyst Jobs in San Jose, CA

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Treasury Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a Treasury Banking Manager to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services. This is an ideal opportunity for someone who enjoys working in a smaller, collaborative environment where people wear multiple hats. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs. What You’ll Do Client & Business Development<ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul>Strategy & Solutions<ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul>Team Management<ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
2026-09-09T00:00:00Z

Treasury & Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Treasury & Banking Manager | Financial Institution | San Francisco; Hybrid Schedule Join an independent, relationship-driven financial institution known for personalized service, community connection, and a collaborative culture. With a close-knit team and entrepreneurial environment, this is an opportunity to have visible impact and help shape the business without layers of bureaucracy. Lead key areas across treasury management, digital banking, and client solutions while partnering directly with relationship managers, clients, and internal teams. The role offers competitive compensation + bonus, strong benefits, retirement matching, generous PTO, and the opportunity to make a meaningful impact in a growing organization. Responsibilities<ul><li>Partner with clients and relationship managers to identify treasury and digital banking needs</li><li>Drive treasury management and digital banking sales and service initiatives</li><li>Help shape product and business strategy</li><li>Evaluate offerings and identify opportunities for improvement and expansion</li><li>Collaborate with product and customer support teams</li><li>Oversee day-to-day treasury and digital banking activities</li><li>Lead, mentor, and develop a small team</li><li>Troubleshoot issues and develop practical client solutions</li><li>Drive process improvements and operational enhancements</li><li>Serve as a key cross-functional partner across the organization</li><li>Adapt to changing business needs and wear multiple hats</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-25T00:00:00Z

Accounting Analyst

San Ramon, CA
remote
Temporary / Contract
25 - 27 USD / Hourly
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. Responsibilities: • Review, prepare, and process accounts receivable transactions to maintain timely and accurate financial records. • Apply cash receipts and reconcile incoming payments against customer accounts and supporting documentation. • Support accounts payable activities, including handling invoices and assisting with payment-related processing. • Generate, print, and organize recurring financial reports required for weekly accounting operations. • Manage assigned service or accounting tickets and complete follow-up actions within established timelines. • Perform account reconciliation activities to identify discrepancies and help maintain ledger accuracy. • Complete billing-related tasks and assist with routine accounting functions across the team. • Participate in training on company software platforms during the initial onboarding period and use those systems effectively in daily work. • Contribute to special projects or ad hoc assignments as operational priorities evolve.
2026-10-02T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-10-06T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-25T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
25 - 48 USD / Hourly
We are seeking a talented and analytical contract Financial Analyst to join the finance team 100% onsite in San Francisco, CA. This role offers an exciting opportunity to work in a dynamic environment where financial insights directly influence business strategy and decision-making. Key Responsibilities<ul><li>Analyze financial results, business trends, and key performance indicators to support strategic decision-making.</li><li>Prepare monthly, quarterly, and annual financial reports and presentations for leadership.</li><li>Support budgeting, forecasting, and long-term financial planning processes.</li><li>Develop and maintain financial models to evaluate business performance, growth opportunities, and investment decisions.</li><li>Perform variance analyses and provide explanations for differences between actual results, budgets, and forecasts.</li><li>Collaborate with cross-functional teams to gather financial data and support business initiatives.</li><li>Present financial findings and recommendations to management and stakeholders.</li><li>Assist with month-end close activities, reporting requirements, and financial analyses.</li><li>Identify opportunities to improve reporting processes, enhance data accuracy, and drive operational efficiencies.</li><li>Support ad hoc financial projects and special initiatives as assigned.</li></ul>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Financial Analyst **
2026-09-21T00:00:00Z

Financial Analyst

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

Wealth Analyst

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 150000 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! ✨ Wealth Analyst📍 San Francisco, CA (On-Site, 7:30am - 3:30pm)🏢 Boutique Investment Advisory & Wealth Management Firm💰 Competitive Base + Bonus + Career Growth Opportunity Anisa is partnered with a fast-growing, entrepreneurial multi-family office looking for their next dynamic Wealth Analyst. This opportunity offers early-career professionals' direct exposure to firm leadership, broad operational responsibilities, and the chance to contribute to strategic business decisions. Ideal for a self-starter who thrives in a fast-paced environment, enjoys problem-solving, and is eager to take on meaningful responsibility and accelerate their professional growth. You'll gain hands-on exposure to every aspect of wealth management while working closely with clients, advisors, and firm leadership. From financial planning and investment operations to process improvement and special projects, you'll take on meaningful responsibilities that directly enhance the client experience and help shape firm operations. For fastest consideration, reach out to Anisa Henry via email or Direct Message!
2026-09-21T00:00:00Z

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

Procurement Analyst

Hayward, CA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial. Responsibilities:• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.
2026-09-15T00:00:00Z

Senior Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Financial Analyst - Fund

San Francisco, 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. San Francisco, CA | Monday–Thursday Onsite$115,000–$130,000 Base + 15–20% BonusRobert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team. The Role<ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
2026-09-29T00:00:00Z

Sr. Financial Analyst

Menlo Park, CA
remote
Temporary / Contract
50.35 - 58.3 USD / Hourly
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. Responsibilities: • Develop and refine financial models that support planning activities, scenario analysis, and business decision-making. • Lead operating expense planning by managing budgets, preparing forecasts, and tracking performance against financial targets. • Evaluate vendor-related spending to identify trends, variances, and opportunities for improved cost control. • Prepare recurring financial reports and presentation materials for leadership, translating data into actionable business insights. • Partner with cross-functional stakeholders to review budget requests, provide financial guidance, and support approval processes. • Analyze large data sets to improve reporting accuracy, streamline planning processes, and support ongoing finance initiatives. • Support workforce planning by monitoring headcount trends and aligning staffing assumptions with budget expectations. • Contribute to revenue forecasting and broader strategic finance projects as business needs evolve.
2026-10-06T00:00:00Z

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

Wealth Analyst at Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 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.
2026-09-19T00:00:00Z

Senior Financial Risk Analyst

Menlo Park, CA
onsite
Temporary / Contract
45.809 - 53.042 USD / Hourly
We are looking for a Senior Financial Risk Analyst to join a Long-term Contract opportunity based in Menlo Park, California. In this role, you will help strengthen the organization’s approach to liquidity and market risk by delivering thoughtful analysis, practical forecasting insights, and decision-ready reporting. The position works closely with partners across Treasury, Finance, Product, Data, and Engineering to support informed risk decisions in a fast-moving business environment. Responsibilities: • Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis. • Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern. • Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation. • Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure. • Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes. • Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights. • Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency. • Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
2026-10-05T00:00:00Z

Financial Analyst Investment Firm

San Francisco, 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. San Francisco, CA | Monday–Thursday Onsite$115,000–$130,000 Base + 15–20% BonusRobert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team. The Role<ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
2026-09-23T00:00:00Z

Jr Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are seeking a motivated and detail-oriented, contract Junior Financial Analyst to join the team 100% onsite in San Francisco, CA. This is an excellent opportunity for an early-career professional looking to build a strong foundation in data analysis, reporting, business intelligence, and process improvement. What You'll DoAs a Junior Financial Analyst, you'll contribute to a variety of business initiatives and help transform data into meaningful recommendations by:<ul><li>Collecting, organizing, and analyzing data from multiple sources.</li><li>Creating reports, dashboards, and presentations for business stakeholders.</li><li>Identifying trends, patterns, and opportunities that support strategic decision-making.</li><li>Performing data validation and quality assurance to ensure reporting accuracy.</li><li>Assisting with process improvement initiatives and operational efficiency projects.</li><li>Partnering with cross-functional teams to gather requirements and provide analytical support.</li><li>Conducting research, benchmarking, and competitive analysis as needed.</li><li>Documenting findings, recommendations, and project outcomes.</li><li>Supporting ad hoc reporting requests and special projects.</li></ul>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Jr Financial Analyst **
2026-09-21T00:00:00Z

Sr. Accountant/Analyst

Lathrop, CA
onsite
Temporary / Contract
33 - 37 USD / Hourly
We are looking for an experienced Sr. Accountant/Analyst to support core accounting operations while strengthening financial reporting and system-driven insights in San Joaquin County, California. This Long-term Contract position is ideal for a finance specialist who combines strong close and reconciliation experience with advanced reporting capabilities in ERPs. The person in this role will partner with finance leaders and operational stakeholders to improve reporting visibility, maintain data reliability, and support project-based finance system initiatives. Responsibilities:• Lead monthly close activities, including preparing and reviewing journal entries, maintaining the general ledger, and ensuring timely completion of assigned accounting tasks.• Perform detailed account and bank reconciliations, investigate discrepancies, and resolve outstanding items to preserve the accuracy of financial records.• Design, refine, and maintain financial and operational reports within Sage Intacct to provide clearer visibility into business performance.• Create dashboards, key performance indicators, and management reporting materials that help leadership make informed financial decisions.• Review data structure, report mapping, and output accuracy to ensure dependable reporting and consistency across finance systems.• Assist with implementation-related activities such as testing, data conversion support, and report validation for finance system projects.• Identify opportunities to streamline reporting workflows, reduce dependence on manual spreadsheets, and improve process efficiency.• Document reporting procedures and accounting workflows, and share knowledge with internal users to support effective ongoing use of tools and processes.
2026-09-29T00:00:00Z

Sr. FP&A Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Primary Responsibilities<ul><li>Build and maintain financial models, forecasts, and budgets.</li><li>Analyze business performance and prepare management reporting.</li><li>Use data tools, automation, or AI-enabled solutions to improve planning and analysis.</li><li>Support strategic planning, scenario modeling, and decision support.</li><li>Partner with business leaders to evaluate trends and key performance drivers.</li><li>Present findings and recommendations to finance leadership.</li></ul>
2026-10-05T00:00:00Z

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

Financial Aid Analyst/Specialist

San Jose, CA
onsite
Temporary to Hire
31.6635 - 36.663 USD / Hourly
We are looking for a bilingual Financial Aid Analyst/Specialist to support student tuition assistance programs and related accounting operations in California. This contract opportunity is ideal for someone who combines financial analysis skills with a service-minded approach to helping families navigate aid applications in both English and Spanish. The role works closely with finance and administrative teams to maintain accurate records, manage reporting, and contribute to day-to-day accounting activities with a high level of confidentiality and attention to detail. Responsibilities: • Oversee tuition assistance processes to help eligible families access available financial support programs. • Create accounting entries and complete reconciliations to keep financial records accurate and current. • Guide families through financial aid applications and respond to questions or concerns in both Spanish and English. • Support accounts receivable, collections, and accounts payable tasks as part of the broader finance function. • Maintain complete and confidential student files while ensuring information is updated accurately. • Refresh and manage website content connected to the financial aid application process. • Track book inventory and other program-related materials associated with student aid resources. • Compile routine and ad hoc reports for leadership and assist with data entry and general office administration. • Contribute to additional finance and accounting projects as assigned by the department.
2026-09-28T00:00:00Z

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>
2026-09-21T00:00:00Z

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>
2026-09-23T00:00:00Z

27 results for Treasury Analyst in San Jose, CA