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18 results for Banking And Financial Markets Associate in San Rafael, CA

Real Estate Associate

San Francisco, CA
onsite
Temporary / Contract
29 - 31 USD / Hourly
We are seeking a customer-focused Property Administrator to support the day-to-day operations of a commercial office building. This role serves as a primary point of contact for tenants, assisting with tenant requests, work orders, move-ins/move-outs, and administrative support while partnering with security, engineering, and janitorial teams to ensure a positive tenant experience.Key Responsibilities<ul><li>Respond to tenant emails and requests in a timely manner.</li><li>Coordinate tenant move-ins, move-outs, and building-related requests.</li><li>Create, manage, and redispatch work orders as needed.</li><li>Maintain calendars and track tenant service requests.</li><li>Partner with security, engineering, and janitorial teams to resolve building issues.</li><li>Answer incoming phone calls and escalate concerns when appropriate.</li><li>Assist with general office administration and recordkeeping.</li><li>Follow established property management processes and procedures.</li><li>Support tenant communications and provide exceptional customer service.</li></ul>
2026-07-31T00:00:00Z

Financial Analyst I

Livermore, CA
onsite
Temporary / Contract
29 - 32 USD / Hourly
We are looking for a detail-oriented Financial Analyst I to support program accounting activities for a long-term contract position based in Livermore, California. In this role, you will help manage monthly payments, accruals, reconciliations, and reporting while providing analytical support that strengthens financial accuracy and operational performance. This opportunity is ideal for someone who is comfortable working with large data sets, communicating financial findings clearly, and managing priorities with a high degree of independence. Responsibilities: • Prepare monthly network payment calculations and accrual entries, ensuring amounts are accurate, well-documented, and aligned with financial reporting timelines. • Reconcile payments, accrual balances, and related financial records by investigating discrepancies and resolving issues in coordination with relevant stakeholders. • Analyze large and complex data sets using database and query tools to produce payment support, transaction analysis, and recurring financial reports. • Contribute to budgeting, forecasting, and financial modeling activities by compiling data, validating assumptions, and supporting management requests. • Generate weekly, monthly, quarterly, and year-end reports that assist with close activities and help maintain complete and reliable financial statements. • Examine budget-to-actual and forecast-to-actual variances, identify underlying drivers, and summarize findings for business and finance partners. • Prepare and review journal entries during month-end and year-end close processes while maintaining compliance with internal accounting standards. • Identify opportunities to improve workflows, reduce manual effort, and strengthen controls through standardization and process enhancement initiatives. • Support audit-related review activities by researching network submissions, tracking findings, and helping streamline analysis and documentation efforts. • Complete ad hoc financial research, reporting, and analysis assignments as needed to support departmental priorities and decision-making.
2026-08-13T00:00:00Z

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-07-29T00:00:00Z

Sr. Financial Analyst

Rohnert Park, CA
onsite
Temporary / Contract
40 - 52 USD / Hourly
Robert Half's Full-Time Engagement Professionals (FTEP) Program offers accounting and finance professionals the unique opportunity to enjoy the stability of full-time employment while gaining exposure to a variety of companies, industries, systems, and strategic initiatives. In this onsite role in Sonoma County, as a Senior Financial Analyst, you will support clients across the Bay Area on high-impact projects involving FP&A, financial modeling, budgeting, forecasting, reporting, business partnering, and process improvement initiatives. Assignments may range from supporting high-growth startups to established public companies, private equity-backed organizations, nonprofits, healthcare organizations, and manufacturing businesses.This role is ideal for a finance professional who enjoys solving complex business challenges, quickly adapting to new environments, and serving as a trusted advisor to executive leadership teams.Key Responsibilities<ul><li>Develop and maintain annual budgets, rolling forecasts, and long-range financial plans.</li><li>Build and enhance financial models to support strategic decision-making, business cases, and investment analyses.</li><li>Analyze revenue, operating expenses, cash flow, profitability, and key business metrics.</li><li>Prepare monthly, quarterly, and annual financial reporting packages for executive leadership.</li><li>Partner with department leaders to identify trends, risks, opportunities, and cost-saving initiatives.</li><li>Create dashboard reporting and KPI analysis to improve business visibility and decision-making.</li><li>Support M&A activities, including due diligence, acquisition modeling, and post-acquisition integration analysis.</li><li>Conduct variance analysis and provide actionable recommendations to management.</li><li>Assist with board, investor, and executive-level presentations.</li><li>Evaluate business processes and implement reporting automation and efficiency improvements.</li><li>Support ERP implementations, system conversions, and reporting enhancements.</li><li>Collaborate cross-functionally with Accounting, Operations, Sales, HR, and Executive Leadership teams.</li></ul>Typical Client Projects<ul><li>Building forecasting models from scratch for rapidly growing organizations.</li><li>Supporting budgeting and planning cycles during periods of transformation.</li><li>Performing profitability and margin analysis across products, customers, or business units.</li><li>Creating executive dashboards and KPI reporting packages.</li><li>Assisting with fundraising, investor reporting, or strategic planning initiatives.</li><li>Providing interim FP&A leadership during employee leave, turnover, or organizational restructuring.</li><li>Supporting mergers, acquisitions, divestitures, and integration projects.</li><li>Leading financial analysis efforts during ERP implementations and business process transformations.</li></ul>
2026-07-30T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
2026-07-24T00:00:00Z

Sr. Financial Planning & Analysis

Mountain View, CA
onsite
Temporary / Contract
50 - 65 USD / Hourly
We are hiring for a world-renowned client who is seeking a Senior Financial Analyst – FP&A to join their Finance team at their beautiful Mountain View campus. Please be sure to read this job description in its entirety Location: Mountain View, CA (Hybrid – 1-2 days onsite)Role OverviewSupport the Finance Director by managing FP&A operations, improving reporting processes, reducing manual tasks, and delivering accurate financial insights to support business decisions. Key Responsibilities<ul><li>Prepare and analyze expense reports for accuracy and compliance.</li><li>Maintain headcount reporting and support forecasting activities.</li><li>Assist with budgeting and financial planning processes.</li><li>Support month-end close, including journal entries and account reconciliations.</li><li>Identify and record accruals.</li><li>Review and manage open purchase orders (POs) to ensure proper closure.</li><li>Oversee marketing and departmental expenses.</li><li>Validate, analyze, and improve financial data reporting.</li></ul>
2026-08-05T00:00:00Z

Financial Analyst

Emeryville, 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>
2026-08-04T00:00:00Z

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>
2026-08-13T00:00:00Z

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.
2026-08-05T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
42 - 55 USD / Hourly
We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.Responsibilities<ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul>
2026-08-13T00:00:00Z

Financial Analyst

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders. Key Responsibilities<ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>
2026-08-06T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
We are looking for a Financial Analyst to join a contract opportunity with potential for a permanent role based in California. In this role, you will work closely with finance, investor relations, and business partners to support executive decision-making through thoughtful analysis, clear reporting, and actionable insights. This position is ideal for someone who enjoys translating financial and operational data into meaningful recommendations for senior leadership and board-level audiences. Responsibilities: • Collaborate with investor relations and internal stakeholders to prepare analysis and materials that support quarterly earnings activities and external messaging. • Build a strong understanding of the company’s strategic direction, core offerings, and key financial indicators to inform planning and reporting. • Partner with teams across the organization to evaluate financial performance, highlight emerging risks, and identify areas of opportunity for leadership review. • Analyze business results and operational metrics, then convert findings into concise updates and recommendations for senior executives. • Review external disclosures, market signals, and competitor information to help assess how the business may be viewed by investors and the broader market. • Develop reporting packages, KPI summaries, and supporting analytics that strengthen communication with management and leadership teams. • Recommend process improvements that increase consistency, simplify workflows, and support scalable financial operations as the organization grows. • Create and enhance financial models, reporting tools, and infrastructure that improve automation and support business, operational, and external reporting needs.
2026-08-10T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-08-13T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.Key Responsibilities<ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
2026-08-13T00:00:00Z

Senior Financial Analyst

Fremont, CA
onsite
Temporary / Contract
70 - 80 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations. Responsibilities:• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.
2026-08-01T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-07-31T00:00:00Z

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-08-13T00:00:00Z

Investment Operations Specialist - Global Money Manager

Larkspur, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment. Responsibilities:• Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion.• Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs.• Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to portfolio activity.• Maintain clear communication with external operational partners to facilitate correct trade processing and quickly address breaks or delays.• Complete daily reconciliations across cash, holdings, and transaction records, researching discrepancies and supporting prompt resolution.• Track corporate action events and help process elections, postings, and follow-up reconciliation with third-party providers.• Prepare transaction cost analysis reports for securities and currency activity and contribute to the review of trading expense trends.• Support the creation of client, compliance, and regulatory reporting by gathering accurate operational data and validating outputs.• Contribute to adherence with applicable regulatory standards and reporting obligations through careful execution of operational controls.
2026-08-14T00:00:00Z