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32 results for Business Analysis Manager in San Mateo, CA

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-08-14T00:00:00Z

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>
2026-08-18T00:00:00Z

Financial Planning & Analysis Manager

Berkeley, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join a mission-oriented consumer products company in Berkeley, California. In this role, you will guide budgeting, forecasting, and performance analysis while helping leadership make informed business decisions. The position works closely with cross-functional teams to uncover insights, improve financial visibility, and support long-term growth. This is a hybrid opportunity with onsite collaboration in Berkeley, California three days per week. Responsibilities: • Direct the annual budgeting cycle by partnering with business leaders to build realistic plans aligned with company objectives. • Produce rolling forecasts, financial models, and scenario evaluations that support short- and long-range planning. • Review financial results against targets, explain variances, and highlight the operational factors influencing performance. • Turn financial and business data into clear insights that identify risks, emerging trends, and areas for improvement. • Create reporting packages and dashboards that give senior leaders timely visibility into company performance. • Work with teams across sales, marketing, operations, research and development, and people functions to support strategic decisions. • Recommend actions that strengthen profitability, improve efficiency, and optimize the use of company resources. • Challenge assumptions, test business cases, and provide sound financial guidance on spending and investment decisions. • Enhance planning and reporting practices by refining tools, methodologies, and analytics capabilities. • Take ownership of special projects that extend beyond routine FP&A work and contribute to broader business priorities.
2026-09-11T00:00:00Z

Business Analytics/Data Analyst

San Ramon, CA
remote
Temporary / Contract
75 - 90 USD / Hourly
Robert Half Management Resources is looking for a Business Analytics/Data Analyst to support one of our clients on an interim basis. This role will contribute to Workday supply chain and procurement efforts by improving data quality, validating converted records, and resolving issues that affect system readiness. The position works closely with project stakeholders to ensure legacy information is accurately prepared, tested, and aligned with business rules in the target environment. Responsibilities:• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.
2026-09-11T00:00:00Z

Financial Reporting Manager

Palo Alto, CA
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives. Responsibilities:• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Business Systems Analyst III

San Ramon, CA
remote
Permanent / Full Time
94000 - 138000 USD / Yearly
Robert Half is seeking a Business Systems Analyst III to analyze business challenges and deliver technology solutions that improve processes, efficiency, and business outcomes. This role serves as a senior-level analyst responsible for requirements gathering, solution design, integrations, testing, implementation, documentation, and production support for Workday Financials, Payroll, and HCM. The ideal candidate has strong experience supporting enterprise applications, Workday integrations, business process optimization, and cross-functional collaboration between business and technical teams. What You'll Do Business Analysis & Solution Delivery Analyze business requirements and translate them into scalable system solutions. Ensure applications align with business objectives, operational processes, and strategic goals. Review and provide guidance on solution designs, requirements, and implementation approaches. Lead and support complex projects, system enhancements, and business process improvements. Develop implementation strategies in partnership with business stakeholders. Conduct fit-gap analysis and recommend solutions that balance business needs and technical capabilities. Ensure implemented solutions meet business and user requirements. Workday & Integration Support Support and maintain Workday Financials, Payroll, and HCM solutions. Lead integration analysis, documentation, testing, and post-production support activities. Analyze upstream and downstream system dependencies and integration impacts. Partner with developers, QA teams, and business users to deliver system enhancements and integrations. Ensure production support processes are in place for enterprise applications. Requirements, Testing & Documentation Gather, document, and validate detailed functional and technical requirements. Create process flows, business workflows, specifications, and supporting documentation. Plan and support unit, integration, user acceptance, and deployment testing activities. Track milestones, deliverables, dependencies, and project risks throughout the development lifecycle. Facilitate meetings, workshops, training sessions, and stakeholder communications. Process Improvement Provide guidance, mentoring, and day-to-day support to entry level Business Systems Analysts. Serve as a subject matter expert for Workday and enterprise business applications. Contribute to delivery standards, processes, and best practices. Support organizational change management initiatives and user adoption efforts. Collaborate with business leaders, technical teams, and project stakeholders to drive successful outcomes.
2026-08-18T00:00:00Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes. Responsibilities:• Direct day-to-day AR, AP, and GL operations• Own month-end close and financial reporting accuracy• Validate journal entries, reconciliations, balances, and variances• Create and deliver financial and KPI reports• Support development of the annual financial plan• Streamline controls, processes, and workflows; ensure proper period close and documentation• Lead financial statements and audit support• Partner with departments on accurate revenue and expense recognition• Hire, coach, and retain accounting staff• Oversee sales tax, returns, 1099s, and regulatory compliance• Assess and implement accounting systems and tools• Ensure compliance with current US GAAP standards• Maintain fixed asset and lease accounting records• Lead and support ad hoc initiatives, process improvements, and system upgrades
2026-09-08T00:00:00Z

Accounting Manager

Hayward, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function. Responsibilities:<ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
2026-08-27T00:00:00Z

Accounting Manager

San Jose, CA
onsite
Temporary / Contract
55 - 60 USD / Hourly
1. Supervises and participates in the daily operations of the assigned college’s Business Services Department; leads the preparation of financial performance statements for the operating budget of the campus; coordinates financial information flow with the District Office; reconciles budgets and produces general ledger and other summary documents; supports fiscal management by providing information and consultation on issues, designing forms, charts, or spreadsheets as requested. 2. Performs continuous internal audit of campus financial data and documents to ensure accuracy, completeness and compliance with District policies and procedures and applicable government regulations; develops and maintains documents and records of transactions to support internal and external audits; reviews and verifies the financial management of assigned staff and budget officers. 3. Oversees and prepares periodic financial statements for general fund accounts, grants, and other special programs; reviews budget allocations, compiles financial data and prepares reports in accordance with financial reporting requirements; assists with year-end closing by preparing adjusting entries for college operating and categorical budgets; provides year-end fiscal reports for categorical funds. 4. Conducts special financial research or analytical studies to assist administrators in the formulation of new policies and planning of new or revised programs; monitors the financial performance of special projects, funds, and grants, preparing mandated compliance reports as required; establishes internal controls for monitoring approved budgets; conducts various financial studies to support budget, project, and grant proposals. 5. Prepares budget transfers or journal vouchers for corrections or adjustments to the budget; reviews expense requisitions for compliance and analyzes and resolves budget variances with department heads; receives, reviews and approves budget and expenditure transfers, accounting entries and transactions to ensure conformance with funding requirements. 6. Oversees and participates in approving purchase requisitions for appropriateness and budgetary compliance; verifies completeness and conformance of requests and processes requests for the Human Resources Office purchase; receives, reviews, and approves requests for checks, warrants, claims, and expense
2026-09-09T00:00:00Z

Accounting Manager

Emeryville, CA
onsite
Permanent / Full Time
110000 - 155000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment. Responsibilities:<ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
2026-09-11T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-01T00:00:00Z

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.
2026-09-10T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
45 - 58 USD / Hourly
We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution. For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. Job Duties<ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
2026-09-10T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-11T00:00:00Z

Accounting and Reporting Manager

Emeryville, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records. Responsibilities:<ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
2026-09-11T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-08-21T00:00:00Z

Pricing Analyst

Sunnyvale, CA
remote
Temporary / Contract
25.3365 - 29.337 USD / Hourly
We are looking for a Pricing Analyst to join a supply chain-focused team in California. This Long-term Contract position is ideal for someone who can combine analytical thinking with strong coordination skills to deliver accurate pricing and quotation support. The role works closely with manufacturing, engineering, sales, and customer service to evaluate technical details, support competitive pricing strategies, and keep quote activity moving on schedule. Responsibilities: • Prepare pricing proposals for both new and existing part numbers, ensuring quote details are accurate and submitted within expected timelines. • Support offshore quotation activity by gathering required inputs and helping assemble pricing responses for customer requests. • Partner with manufacturing and engineering teams to assess production feasibility and identify when exceptions or deviation approvals are required. • Communicate quotation-related issues, including deviation needs and manufacturability concerns, to customer service and sales stakeholders in a clear and timely manner. • Manage multiple RFQ packages at once, helping reduce backlog volume while tracking each request through completion by the requested due date. • Apply knowledge of facility capabilities, special processing options, and production constraints to build realistic and cost-effective quote recommendations. • Collaborate with leadership on discounting and pricing approaches that strengthen competitiveness and improve win rates. • Review applicable customer and technical specification requirements during the quote process and incorporate any necessary deviations into the final proposal. • Select panel configurations, analyze material utilization, and develop array options that support efficient manufacturing and attractive pricing outcomes. • Maintain clear and thorough communication across internal teams to align on quotation requirements, pricing assumptions, and production considerations.
2026-09-02T00:00:00Z

Benefits Analyst

San Francisco, CA
onsite
Temporary / Contract
37 - 40 USD / Hourly
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy. Responsibilities: • Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations. • Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period. • Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements. • Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes. • Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner. • Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing. • Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments. • Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements. • Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
2026-08-28T00:00:00Z

Data Analyst

Foster City, CA
onsite
Temporary / Contract
42 - 47 USD / Hourly
Our client is seeking a Contract Data Analyst to support a Salesforce modernization project in San Mateo, CA. This hybrid role (1-2 days onsite) will focus heavily on data cleanup, data integrity, and overall data quality as the organization works to enhance and streamline its Salesforce environment. The ideal candidate will have strong experience analyzing, cleansing, and validating large datasets, with a particular emphasis on CRM data and process improvement. This person will partner with business and technical teams to identify data issues, standardize records, and help ensure the success of the Salesforce transformation initiative. Key Responsibilities:<ul><li>Perform data cleanup, deduplication, normalization, and validation within Salesforce and related systems. </li><li>Identify data quality issues, inconsistencies, and gaps, and recommend corrective actions. </li><li>Support data migration, mapping, and integrity checks tied to the Salesforce modernization effort. </li><li>Analyze existing data structures and help establish best practices for ongoing data governance and stewardship.</li><li>Create reports, dashboards, and ad hoc analyses to support project stakeholders and business decision-making. </li><li>Collaborate with cross-functional teams, including business users, IT, and project leadership, to ensure data accuracy and consistency. </li><li>Document data definitions, business rules, and cleanup processes. </li><li>Assist with testing and validation of updated Salesforce workflows, fields, and records. </li></ul>
2026-08-27T00:00:00Z

Data Analyst

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Data AnalystJob DescriptionSeeking a Data Analyst to collect, analyze, and interpret data to help drive business decisions and improve operational performance.Responsibilities<ul><li>Analyze large datasets and identify trends</li><li>Create reports, dashboards, and visualizations</li><li>Perform data validation and quality checks</li><li>Present findings and recommendations</li><li>Collaborate with cross-functional teams</li></ul>
2026-09-04T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits! Join a highly respected, employee-owned investment management firm with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with senior leadership while overseeing a broad range of business functions across operations, fund administration, compliance, technology, HR, and corporate initiatives. This high-impact role offers significant visibility, the opportunity to drive strategic initiatives and process improvements, mentor team members, and play a key role in the firm's continued growth. The firm offers competitive compensation, excellent benefits, and a clear path for long-term leadership. Responsibilities<ul><li>Oversee key business operations across fund administration, compliance, HR, technology, and corporate operations </li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on finance, compliance, AI, valuation, and business continuity </li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-10T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
Anisa Henry 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. Anisa Henry is partnered with a well-established, employee-owned investment management firm seeking a Director of Business Operations to join its leadership team. This role offers the opportunity to serve as a key business partner across multiple functions and help support the continued growth and scalability of the organization. Reporting to senior leadership, the Director of Business Operations will play a vital role in strengthening infrastructure, improving processes, and supporting strategic initiatives across the firm. Position SummaryThe Director of Business Operations will provide leadership across several core areas of the business, including fund administration, operations, compliance, human resources, technology, and office management. This individual will be instrumental in enhancing organizational effectiveness, driving operational excellence, and supporting long-term business objectives.This is a highly collaborative position within a supportive, team-oriented culture that values professionalism, knowledge sharing, and continuous development. Key Responsibilities<ul><li>Oversee fund administration activities, including board communications, regulatory updates, vendor management, financial oversight, tax coordination, and due diligence support.</li><li>Manage operational workflows and strategic initiatives that support business growth, including service provider agreements, product planning, and new product launches.</li><li>Support compliance-related activities, including policy reviews, regulatory filings, and committee participation.</li><li>Lead key human resources processes in partnership with external providers, including recruiting, onboarding, performance management, compensation administration, and employee development.</li><li>Oversee technology and information security initiatives in coordination with external technology partners.</li><li>Manage office operations, business continuity planning, facilities-related matters, and other infrastructure needs.</li><li>Participate in cross-functional committees and contribute to firm-wide initiatives and special projects as needed.</li></ul>CultureThis is an excellent opportunity for a polished operations leader who enjoys working in a collaborative, intellectually engaging environment. The team is known for being thoughtful, supportive, and highly appreciative of one another’s contributions, and the role offers exposure to a wide variety of meaningful and complex work.
2026-09-09T00:00:00Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z