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9 results for Operational Risk Analyst in San Rafael, CA

Supply Chain Analyst
  • Benicia, CA
  • onsite
  • Temporary to Hire
  • 32 - 36.5 USD / Hourly
  • <p>We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.</p><p>• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.</p><p>• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.</p><p>• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.</p><p>• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.</p><p>• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.</p><p>• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.</p>
  • 2026-07-22T00:00:00Z
Investment Operations Associate
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Investment Operations Associate | Larkspur </strong></p><p> </p><p>Join a <strong>highly respected, employee-owned investment management firm</strong> with a global investment platform and a collaborative, research-driven culture. This is an exceptional opportunity for an early-career professional to gain broad exposure across <strong>investment operations, global trade settlement, fund operations, foreign exchange, cash management, and regulatory reporting</strong>.</p><p>Rather than being limited to a single function, you&#39;ll work closely with experienced professionals across the business while building the foundation for future growth into <strong>trading, fund accounting, and broader investment operations</strong>. The firm offers strong mentorship, direct exposure to senior leadership, <strong>competitive compensation</strong>, bonus potential, and excellent long-term career opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support day-to-day <strong>investment operations</strong> across the firm&#39;s funds </li><li>Assist with <strong>global trade settlement</strong>, cash management, and foreign exchange activity </li><li>Reconcile cash, positions, transactions, and corporate actions </li><li>Partner with custodians, brokers, and fund administrators to ensure accurate settlement </li><li>Prepare operational, client, and regulatory reporting </li><li>Support compliance initiatives and process improvements </li><li>Assist with special projects across the investment operations team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-21T00:00:00Z
Investment Operations Analyst | Marin County
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 160000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p>You will report to the Managing Director of Trading and Operations.</p><p><br></p>
  • 2026-07-11T00:00:00Z
Financial Analyst
  • Hayward, CA
  • onsite
  • Temporary to Hire
  • 35 - 42 USD / Hourly
  • We are looking for a Financial Analyst to join a growing team in California in a contract capacity with the potential for a permanent position. This position supports reporting, pricing evaluation, and core accounting activities while helping leaders make informed business decisions. The role works closely with operations, supply chain, and commercial partners to improve visibility into performance, profitability, and cost trends.<br><br>Responsibilities:<br>• Perform financial reviews related to product costs, profitability, and operating variances to support day-to-day decision-making.<br>• Partner with commercial and operational teams to evaluate margins across customers, products, and sales channels and highlight meaningful trends.<br>• Contribute to pricing assessments for new and existing business by analyzing cost inputs, customer-specific terms, and expected returns.<br>• Build and update scenario-based analyses to measure the impact of volume shifts, cost changes, and pricing adjustments.<br>• Prepare routine financial and operational reports that summarize key metrics, performance indicators, and business results for management.<br>• Assist with month-end activities by supporting reconciliations, accrual preparation, and investigation of differences between supporting records and the general ledger.<br>• Help maintain reliable financial data by reviewing accuracy, completeness, and consistency across reporting sources.<br>• Support enhancements to reporting tools, reconciliation methods, and analytical workflows to improve efficiency and usability.<br>• Document finance-related procedures and provide support for audit requests and data extraction or reconciliation activities as needed.
  • 2026-07-17T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>The Financial Planning &amp; Analysis (FP&amp;A) Analyst is responsible for supporting the company&#39;s budgeting, forecasting, financial modeling, and strategic planning efforts. This role partners closely with Finance leadership and business stakeholders to analyze financial performance, identify trends, and provide insights that support operational and executive decision-making.</p><p>Responsibilities</p><ul><li>Prepare annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Develop and maintain financial models to support business planning and scenario analysis.</li><li>Analyze monthly financial results and explain budget-to-actual variances.</li><li>Prepare executive reporting packages, dashboards, and KPI reporting.</li><li>Partner with department leaders to develop budgets and monitor spending.</li><li>Support month-end reporting, board presentations, and ad hoc financial analysis.</li><li>Identify opportunities to improve financial reporting processes and forecasting accuracy.</li></ul>
  • 2026-07-20T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Senior Financial Analyst – Full-Time Engagement Professional</p><p><strong>Robert Half Professional Staffing Engagement</strong></p><p><br></p><p>Robert Half is seeking an experienced <strong>Senior Financial Analyst</strong> for a full-time engagement opportunity with one of our valued clients. This role is ideal for a seasoned finance professional with expertise in financial planning and analysis (FP&amp;A), financial modeling, budgeting, forecasting, and strategic business partnering. The ideal candidate will provide meaningful financial insights, influence key business decisions, and support executive leadership through data-driven analysis and reporting.</p><p>Responsibilities</p><ul><li>Lead the preparation of financial analyses, executive reports, and performance dashboards</li><li>Develop and maintain complex financial models to support budgeting, forecasting, long-range planning, and strategic initiatives</li><li>Analyze monthly, quarterly, and annual financial results, providing detailed variance analysis and actionable recommendations</li><li>Lead annual budgeting and rolling forecast processes in partnership with department leaders</li><li>Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities to improve business performance</li><li>Partner with cross-functional teams to evaluate financial performance, support operational initiatives, and drive strategic decision-making</li><li>Perform profitability, pricing, capital investment, and cost-benefit analyses</li><li>Prepare presentations and financial summaries for senior leadership and executive management</li><li>Support mergers and acquisitions, business case development, and special finance projects as needed</li><li>Ensure the accuracy and integrity of financial reporting, models, and analytical data</li><li>Identify and implement process improvements to enhance reporting efficiency and financial planning capabilities</li></ul><p><br></p><p><br></p>
  • 2026-07-20T00:00:00Z
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.<br><br>Responsibilities:<br>• Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making.<br>• Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions.<br>• Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format.<br>• Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting.<br>• Update and manage relevant records in Salesforce to keep internal information current and reliable.<br>• Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
  • 2026-07-14T00:00:00Z
Financial Analyst
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 42.75 - 49.5 USD / Hourly
  • <p>About the Opportunity</p><p>A growing technology company is seeking a Financial Analyst to join its Corporate Finance team. This position offers an opportunity to partner with cross-functional business leaders while supporting financial planning, forecasting, reporting, and strategic initiatives. The ideal candidate is analytical, detail-oriented, and eager to learn in a collaborative, fast-paced environment.</p><p>This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.</p><p>Key Responsibilities</p><ul><li>Support revenue forecasting, recurring revenue metrics, bookings analysis, cash flow projections, and long-range financial planning.</li><li>Maintain and enhance financial models, reporting tools, and large datasets to improve forecasting accuracy and business insights.</li><li>Assist with monthly and quarterly close activities, including reconciliations, reporting, and documentation.</li><li>Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement.</li><li>Partner with Sales Operations, Finance, Accounting, and other business teams to understand sales activity, pipeline performance, and key business drivers.</li><li>Prepare financial reports, dashboards, and presentation materials for leadership meetings and business reviews.</li><li>Support finance system transformation projects, including data validation, testing, and process improvements.</li><li>Identify opportunities to automate manual reporting and analysis using modern AI and productivity tools.</li><li>Document financial processes and communicate findings clearly to both finance and non-finance stakeholders.</li><li>Perform ad hoc financial analysis and special projects as assigned.</li></ul><p><br></p>
  • 2026-07-22T00:00:00Z
Accounting Analyst
  • Berkeley, CA
  • onsite
  • Temporary / Contract
  • 32 - 40 USD / Hourly
  • <p>We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analysis</li></ul><p><br></p>
  • 2026-07-14T00:00:00Z