27 Results for It Systems Analyst Jobs in San Rafael, CA

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Business Systems Analyst

Oakland, CA
remote
Permanent / Full Time
125000.00 - 155000.00 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>
2026-09-21T17:05:32Z

Business Systems Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
150000.00 - 175000.00 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.
2026-09-30T16:44:07Z

Financial Analyst

San Leandro, CA
remote
Temporary / Contract
40.00 - 45.00 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>
2026-09-25T15:43:48Z

Payroll Analyst

San Ramon, CA
remote
Temporary / Contract
33.00 - 40.00 USD / Hourly
We are looking for an experienced Payroll Analyst to join a healthcare-focused organization remotely, on a Long-term Contract basis. This position is ideal for a detail-oriented payroll specialist who can assess complex payroll issues, uncover underlying causes, and help move solutions forward across UKG Pro. The role calls for strong analytical judgment, hands-on payroll knowledge, and the ability to work effectively with stakeholders in a fast-moving environment where accuracy and timely resolution are essential. Responsibilities:• Investigate payroll discrepancies across payroll platforms and connected applications, document findings, and drive issues through to closure.• Support future-state tenant activities, including build support, data conversion review, and processing of catch-up payroll transactions.• Validate migrated payroll data, reconcile inconsistencies, and partner with impacted teams to address data-related defects.• Review parallel payroll outcomes, compare results, identify variances, perform root cause analysis, and recommend corrective measures.• Manage defect intake by assessing priority, assigning actions, tracking progress, and escalating critical risks or blockers when necessary.• Coordinate testing efforts by organizing plans, timelines, execution activities, and issue follow-up across systems and business workstreams.• Work with internal partners and external vendors to resolve integration-related issues affecting inbound and outbound payroll data flows.• Maintain thorough documentation of test results, issue analysis, resolutions, and lessons learned to support future quality improvement efforts.
2026-10-08T23:18:43Z

Accounting Analyst, Investment Management

Menlo Park, CA
remote
Permanent / Full Time
115000.00 - 130000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an Accounting Analyst to join its growing finance team.The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul>
2026-10-12T19:04:34Z

Payroll Analyst

San Ramon, CA
remote
Temporary / Contract
31.35 - 36.30 USD / Hourly
We are looking for an experienced Payroll Analyst to support payroll issue analysis, testing coordination, and resolution efforts in San Ramon, California. This is a Long-term Contract position within the healthcare sector, suited for a hands-on, detail-oriented individual who can investigate discrepancies, interpret payroll results, and work effectively across multiple systems. The role calls for someone who can manage competing priorities, communicate clearly with stakeholders, and help drive payroll defects through to closure in a fast-paced environment. Responsibilities: • Investigate payroll exceptions and system-related issues by reviewing outputs, tracing root causes, and documenting findings clearly for resolution teams. • Support payroll environment setup activities, data conversion validation, and catch-up transaction review to help maintain accuracy across impacted processes. • Compare payroll test and parallel results, reconcile variances, and recommend corrective actions based on identified calculation or data issues. • Manage defect intake by assessing priority, monitoring status, and escalating critical risks or blockers that may affect payroll delivery. • Coordinate testing activities across teams, including planning schedules, validating process flows, and confirming issue remediation through retesting. • Partner with internal stakeholders and external vendors to address integration-related issues affecting payroll data exchange and downstream processing. • Track recurring problems and defect patterns, then provide practical insights to project leaders to support decision-making and risk mitigation. • Prepare reports, summaries, and dashboards that highlight testing progress, defect trends, open issues, and completed corrective actions. • Maintain organized records of test outcomes, resolutions, key decisions, and lessons learned to support future payroll validation efforts.
2026-10-09T17:28:44Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40.00 - 40.00 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.
2026-10-06T13:53:43Z

IT Support Analyst

Pleasanton, CA
onsite
Temporary to Hire
35.00 - 38.00 USD / Hourly
We are looking for a IT Support Analyst to support employees with day-to-day technical issues in California. This IT Support Analyst contract opportunity has the potential to become permanent and is ideal for someone who enjoys combining hands-on desktop support with responsive service desk assistance across both remote and onsite environments. In this IT Support Analyst role, you will help maintain end-user systems, resolve incidents efficiently, and provide guidance on workplace technology and security best practices. This IT Support Analyst is on onsite role out of Pleasanton. Responsibilities:• Deliver first- and second-level technical support for end users, resolving incidents through desk-side assistance as well as remote troubleshooting.• Set up, deploy, maintain, and repair desktops, laptops, and related equipment for office and workstation use.• Administer and support Windows 10 devices and provide limited assistance for iOS-based hardware.• Troubleshoot hardware issues, software errors, and connectivity problems to restore user productivity quickly.• Support core business applications and collaboration platforms, including Microsoft 365, Teams, Zoom, Outlook, Word, Excel, and PowerPoint.• Install, configure, and maintain endpoint protection and backup tools across desktop and laptop environments.• Assist with Active Directory tasks such as account setup, password resets, and basic user access support while helping monitor and triage incoming tickets.• Configure new user devices and peripherals, including computers, printers, and remote access tools such as Citrix and related solutions.• Track and update inventory records for IT assets as equipment is received, assigned, relocated, or replaced within the office.• Provide end-user instruction on software usage, security awareness, and effective computing practices while following organizational safety and security standards.
2026-09-21T19:08:44Z

Fund Accounting Analyst

Palo Alto, CA
onsite
Permanent / Full Time
115000.00 - 130000.00 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. ✨ Fund Accounting Analyst📍 Palo Alto, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence. This is an outstanding opportunity for an accounting or finance professional seeking exposure to fund accounting, portfolio reporting, investment operations, and performance analytics within a sophisticated investment environment. Key Responsibilities<ul><li>Perform fund and portfolio accounting across multiple investment vehicles and managed accounts.</li><li>Support month-end close, reconciliations, cash management, and investment reporting.</li><li>Prepare client, management, and financial reporting packages.</li><li>Assist with annual audits and financial statement preparation.</li><li>Analyze portfolio and investment performance metrics.</li><li>Partner with investment teams, external managers, and service providers to ensure accurate and timely reporting.</li><li>Maintain and reconcile large datasets across accounting and reporting systems.</li><li>Identify opportunities to streamline processes through automation, AI, and technology solutions.</li><li>Support ad hoc projects, analyses, and operational initiatives.</li></ul>Why This Opportunity?✅ Exposure to public and private market investments✅ Blend of accounting, reporting, investment operations, and analytics✅ Strong mentorship and career growth potential✅ Technology-forward environment embracing AI and automation✅ High visibility and interaction with investment professionals and leadership✅ Competitive compensation, bonus opportunity, and comprehensive benefits package For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-09T22:28:49Z

Sr. Credit Analyst

Santa Clara, CA
onsite
Temporary / Contract
38.00 - 44.00 USD / Hourly
We are looking for an experienced Sr. Credit Analyst to support finance operations in California. This Long-term Contract opportunity is ideal for someone who is detail oriented and can evaluate customer risk, strengthen cash flow processes, and collaborate across departments in a fast-moving business environment. The role will contribute to sound credit decisions, efficient order-to-cash execution, and ongoing operational improvements that support company growth. Responsibilities: • Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits. • Oversee key activities across the order-to-cash process, including onboarding new customers, reviewing credit requests, validating sales orders, and supporting accurate account setup and billing readiness. • Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt. • Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations. • Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing. • Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing. • Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements. • Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
2026-10-09T19:34:07Z

Sr. Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 130000.00 USD / Yearly
We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP& A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
2026-10-07T18:24:11Z

Sr. AP Analyst

San Francisco, CA
onsite
Temporary / Contract
30.00 - 42.00 USD / Hourly
Robert Half is partnering with a growing organization seeking a detail-oriented Sr. Accounts Payable Analyst to join their accounting team. This is a high-volume processing environment ideal for someone who thrives on accuracy, organization, and meeting deadlines. The right candidate will have strong AP experience, excellent communication skills, and the ability to manage multiple priorities in a fast-paced setting. This contract role is onsite in San Francisco, CA. Job Duties:Manage full-cycle accounts payable processing in high-volume environments.Review, code, and process invoices in accordance with company policies and accounting procedures.Perform 3-way matching of invoices, purchase orders, and receiving documents.Analyze AP aging reports and proactively resolve outstanding items.Research and resolve invoice discrepancies, vendor inquiries, and payment exceptions.Prepare and process weekly payment runs, including ACH, wire transfers, and checks.Reconcile vendor statements and maintain accurate vendor records.Assist with month-end close activities, accruals, and AP-related account reconciliations.Support audits by compiling AP schedules and providing requested documentation.Identify process improvement opportunities to increase efficiency, strengthen controls, and reduce errors.Participate in ERP system implementations, upgrades, conversions, and testing efforts.Generate reporting and analytical insights related to AP trends, spending, and vendor management.
2026-09-21T15:18:41Z

Procurement Analyst

Hayward, CA
onsite
Permanent / Full Time
95000.00 - 120000.00 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.
2026-09-15T18:36:52Z

GRC Analyst Project Manager

Redwood Shores, CA
remote
Temporary to Hire
36.00 - 42.00 USD / Hourly
We are partnering with a growing organization seeking an experienced GRC Analyst with a strong background in HITRUST assessments and compliance management. This role will support security and compliance initiatives, with a heavy focus on HITRUST assessments, risk management, and cybersecurity governance activities.Responsibilities<ul><li>Support and perform HITRUST assessment activities, including readiness, validated, and certification assessments.</li><li>Work directly within the HITRUST MyCSF platform to document controls, collect evidence, and manage assessment workflows.</li><li>Evaluate security controls and compliance requirements against the HITRUST CSF framework.</li><li>Partner with internal stakeholders to identify compliance gaps and remediation activities.</li><li>Assist with risk assessments, audit preparation, and ongoing compliance initiatives.</li><li>Maintain documentation related to cybersecurity, governance, risk, and compliance programs.</li><li>Support regulatory and industry framework initiatives, including HIPAA, NIST, SOC, and related standards.</li></ul>
2026-09-10T15:04:19Z

Systems Engineer

Martinez, CA
onsite
Temporary / Contract
60.00 - 70.00 USD / Hourly
We are looking for a Sr. Systems Engineer to support and enhance a Microsoft-focused cloud environment in Martinez, California. This Long-term Systems Engineer Contract position will play a key role in strengthening Microsoft 365 services, device management, identity administration, and cloud-based automation across the organization. The ideal Systems Engineer candidate brings strong technical depth across Azure, Intune, Entra ID, and the Power Platform, along with the ability to resolve complex issues and guide broader IT efforts. This Systems Engineer role is an onsite role out of Martinez, Ca. Responsibilities:• Oversee the performance, security, and day-to-day administration of Microsoft 365 applications, including Exchange Online, SharePoint Online, Teams, and OneDrive.• Create and refine Intune configurations for endpoint management, compliance enforcement, and software deployment across supported devices.• Administer identity and access controls within Entra ID, including authentication methods, privileged access workflows, conditional access, and hybrid identity support.• Support the design, maintenance, and troubleshooting of Azure-based services that underpin the organization's cloud infrastructure.• Develop business-focused solutions using Power Apps, Power Automate, and Power BI to improve reporting and streamline operational processes.• Investigate high-severity incidents, perform root-cause analysis, and implement durable fixes across Microsoft 365 and Azure platforms.• Build and maintain automation using PowerShell and Microsoft Graph integrations to reduce manual administrative effort and improve consistency.• Produce and update technical documentation covering architecture, configurations, operational procedures, and support standards.• Assess emerging Microsoft capabilities and licensing updates, then provide recommendations on adoption, governance, and practical use.• Provide technical mentorship to less experienced team members and collaborate with security, compliance, and IT partners on audits, controls, and risk reduction.
2026-09-15T23:14:02Z

BI Developer III

San Ramon, CA
remote
Permanent / Full Time
94000.00 - 138000.00 USD / Yearly
Robert Half is seeking a Business Intelligence Analytics Engineer III to join the Financial Data & Analytics (FD& A) team. FD& A serves as the centralized owner of Finance & Accounting reporting, analytics, data governance, automation, and business insights. The team partners closely with Corporate Finance, Accounting, FP& A, Corporate Services, Talent Solutions, and Protiviti leaders to deliver trusted data, scalable reporting solutions, and actionable insights that support strategic decision-making. Business Intelligence & AnalyticsDesign and develop dashboards, KPIs, scorecards, and visualizations that transform complex data into actionable business insights.Utilize business intelligence tools such as Domo (preferred), Tableau, Workday Prism Analytics, Cognos, and Power BI.Apply statistical analysis, predictive modeling, and advanced analytics techniques to identify trends, improve forecasting, and support business decisions.Develop reporting, automation, and analytics solutions using SQL, Python, R, Jupyter Notebooks, and modern BI technologies.Integrate and transform data from platforms including Salesforce, Workday, AWS, and enterprise data warehouses using modern ETL practices.Design, develop, and maintain scalable data pipelines and integration processes that support enterprise analytics initiatives. Cross-Functional Leadership & ConsultingLead analytics initiatives through the full solution lifecycle, including requirements gathering, design, development, testing, deployment, adoption, and ongoing support.Partner with business stakeholders to translate complex business challenges into scalable analytics and reporting solutions.Recommend improvements to data architecture, data quality, reporting processes, and analytics capabilities.Collaborate with analysts, developers, architects, and business leaders to ensure solutions align with business objectives and governance standards.Effectively communicate project status, risks, timelines, and dependencies while managing stakeholder expectations. Mentoring & EnablementProvide technical leadership and mentorship to analysts, BI developers, and business partners.Support users through requirements sessions, testing, training, and solution adoption.Promote self-service analytics, best practices, and data literacy across the organization.
2026-09-15T02:24:07Z

Salesforce Technical Architect (Software Engineer IV)

San Ramon, CA
remote
Permanent / Full Time
119000.00 - 180000.00 USD / Yearly
We are looking for a Salesforce Technical Architect (Software Engineer IV) to lead the technical strategy, architecture, and delivery of a large-scale Salesforce environment. This role combines hands-on engineering with architectural ownership, guiding decisions across Salesforce and Azure while supporting secure, scalable, and high-performing solutions. The position also plays a key role in advancing data-driven marketing capabilities, AI-enabled workflows, and engineering practices that improve quality, automation, and deployment speed. Responsibilities:• Define the technical roadmap for the Salesforce ecosystem and determine the most effective approach for building capabilities within the platform or extending them through Azure-based services.• Design and oversee integrations connecting Salesforce with internal and external systems, using resilient near real-time and event-driven patterns to maintain reliable data flow.• Lead the rollout of Salesforce Data 360 and enhance supporting data pipelines that enable segmentation, analytics, and AI-powered business processes.• Establish architecture standards, review solution designs and code, and ensure engineering output meets expectations for security, scalability, and long-term maintainability.• Strengthen the software delivery lifecycle by introducing automated checks for code quality, testing, and security validation across development and release processes.• Advance CI/CD practices by improving Python-based deployment pipelines and enabling frequent, dependable releases with minimal manual effort.• Mentor a distributed team of engineers by providing technical direction, coaching on platform design patterns, and promoting consistent engineering excellence.• Build and guide development of complex Salesforce applications using Apex, Lightning Web Components, and declarative tools, while also supporting services and APIs built with Node.js and Python.• Define integration standards, API contracts, and automation frameworks that support dependable interoperability across enterprise platforms and cloud environments.
2026-09-29T17:53:46Z

Associate Advisor | East Bay RIA

San Ramon, CA
remote
Permanent / Full Time
105000.00 - 125000.00 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 Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match Robert Half Financial Services is partnering with an established Registered Investment Advisory (RIA) firm in San Ramon on an exciting opportunity for an Associate Advisor to join a growing wealth management team.This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time. What You’ll Do<ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul>
2026-10-04T20:58:44Z

ERP Project Manager

Hayward, CA
onsite
Temporary / Contract
75.00 - 90.00 USD / Hourly
Job Title: Site ERP Implementation CoordinatorReports To: Site Manager (with dotted line to Global Business Units (GBU) ERP Project Manager)Location and details: On-site Position Summary:The Site ERP Implementation Coordinator will play a critical role in supporting the successful rollout of the ERP system at the site level. As a local liaison between the global ERP project team and site operations, this individual will help ensure business continuity, coordinate change management efforts throughout the implementation, facilitate data collection and validation, identify and support future training activities. Key Responsibilities: • Main Point of Contact: Act as the local liaison between central programme teams and site stakeholders, ensuring smooth communication and coordination.• Responsible for the Highlander project plan for site• Identify business impacts and define action plans in collaboration with subject matter experts (SMEs), the BU ERP Project Manager and report progress to the Transformation Programme Management Office (PMO).• Monitor site readiness and escalate issues or risks to the project teams and PMO through governance structure, as needed.• Define local training plan through training needs analysis and proactively develop, in conjunction with relevant stakeholders, to ensure timely knowledge and skill transfer.• Identification of other training initiatives, (For example, change management, project management, standard costing, MRPII) at the appropriate time and organize delivery.• Coordinate local testing effort including identification of scenarios. • Participate in go-live preparation and hypercare support to ensure a smooth transition and minimal disruption to operations and monitor adoption.• Working with Site Data Lead, highlight any issues or risks with regards to Data to project teams and PMO• Assisting with project documentation to support GBU ERP Project Managers.• Co-ordinate local stakeholder communications and engagements, monitoring efficacy and buy-in.• Highlighting resourcing issues and ensuring the project team has the necessary tools and personnel from the business at the right time. Core Competencies:• Shows resilience and consistent commitment to delivering the ERP programme.• Leads and motivates the site team with clear, consistent messaging.• Is able to communicate the purpose of changes effectively (“the why”) to help others understand and engage.• Builds positive working relationships and handles conflict professionally when it arises.• Supports and reinforces the ERP messaging from the central team.• Champions changes locally, even when they are unpopular, and helps others to adapt. Time Commitment:This is a temporary assignment for the duration of the ERP implementation, expected to last 6 months. Flexibility may be required during key phases of the project such as testing and go-live. Hourly pay expected to be $75-$90/hr.
2026-09-16T21:18:44Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Advisor📍 San Ramon, CA [Hybrid, 4-5 days in office]🏢 Independent Wealth Management Firm💰 Competitive Base + Discretionary Bonus Anisa Henry is partnered with a growing independent wealth management firm in the search for an Associate Advisor. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets. The Role:You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. We are looking for someone who is both analytical and operational:<ul><li>Analytical: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li>Operational: Able to manage client communications, sit in meetings, take notes…</li></ul>Key Responsibilities<ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul>Planning & Operations Support<ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul>Client Service<ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-02T07:04:08Z

Associate Advisor

San Ramon, CA
remote
Permanent / Full Time
105000.00 - 135000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors. Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions. Responsibilities<ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-09T07:04:06Z

Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
105000.00 - 125000.00 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. ✨ Associate Advisor📍 San Ramon, CA (On-Site)🏢 Thriving Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives A growing and highly respected wealth management firm overseeing billions in client assets is seeking an Associate Advisor to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment. What You'll Do<ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-28T22:04:20Z

Facitlies Coordinator

Mountain View, CA
onsite
Temporary / Contract
25.00 - 35.00 USD / Hourly
Facilities Coordinator | Keep Things Running!We’re looking for a proactive Facilities Coordinator who enjoys solving problems, staying organized, and keeping the workplace running smoothly.What You’ll Do:<ul><li>Coordinate maintenance, repairs, vendors, and work orders</li><li>Support office moves, furniture setups, and space needs</li><li>Manage supplies, inventory, shipping, and receiving</li><li>Conduct facility walkthroughs and address workplace issues</li><li>Support events, meetings, and special projects</li><li>Partner with employees and vendors on day-to-day facility needs</li></ul>
2026-10-02T07:04:08Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 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. ✨ Associate Advisor📍 Walnut Creek, CA (Hybrid)🏢 Fee-Based Wealth Management Firm💰 Competitive Base + Comprehensive Benefits + Long-Term Incentives Anisa is partnered with a growing, client-focused wealth management firm that specializes in delivering comprehensive financial planning and investment advice to high-net-worth individuals and families. This is an outstanding opportunity to work alongside experienced advisors, gain meaningful client exposure, and build the technical and relationship management skills needed to progress into a Lead Advisor role. As an Associate Advisor, you'll play a key role in supporting comprehensive financial planning engagements while developing expertise across retirement, investment, tax, estate, and wealth transfer planning. This role is perfect for an aspiring financial planner who wants more than back-office plan preparation. You'll gain direct exposure to clients, learn from experienced advisors, and build the skills necessary to become a trusted advisor to high-net-worth families. If you're passionate about financial planning and looking for a firm that offers mentorship, growth, and a clear career path, this opportunity is worth exploring. Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-09-28T21:33:45Z

Workday Financials Functional Workstream Lead

San Ramon, CA
remote
Temporary / Contract
140.00 - 175.00 USD / Hourly
Robert Half Management Resources is looking for an experienced Workday Financials Functional Workstream Lead to support a long-term engagement with one of our clients. This position will guide enterprise finance transformation initiatives by aligning Workday Financial Management capabilities with business goals, operating models, and process improvements. The role requires a strong leader who can advise senior stakeholders, coordinate complex delivery efforts, and help organizations move from strategy through deployment and optimization. Responsibilities:• Lead the functional workstream for Workday Financials initiatives, coordinating planning, design, configuration, testing, deployment, and post-launch stabilization activities.• Partner with finance and executive stakeholders to shape future-state operating models and translate business priorities into practical Workday solutions.• Direct business process redesign across key finance cycles such as record-to-report, procure-to-pay, order-to-cash, cash management, and planning activities.• Oversee cross-functional teams and implementation partners to keep delivery milestones, governance, budgets, and risk management on track throughout the program lifecycle.• Provide guidance on the functional use of Workday Financial Management modules, including core financials, reporting, expenses, procurement, projects, grants, and planning-related capabilities.• Develop recommendations for data conversion, reporting, and system integration approaches connecting Workday with legacy platforms and external applications.• Support executive decision-making by presenting status updates, solution considerations, implementation risks, and readiness needs to senior business leaders.• Contribute to client-facing planning and solution discussions by helping define scope, estimate workstreams, and shape approaches for finance transformation programs.
2026-09-23T17:28:47Z

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