16 Results for Business Systems Analyst Iii Jobs in San Ramon, CA

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Business Operations Analyst (Fund Operations)

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 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. ✨ Business Operations Analyst (Fund Operations)📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Great Benefits 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 position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment. Key Responsibilities<ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</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.
2026-10-26T00:00:00Z

Sr Business Systems Analyst (Pigment)

San Francisco, CA
remote
Permanent / Full Time
13000 - 170000 USD / Yearly
We are looking for a Senior Business Systems Analyst (NetSuite) to lead and optimize enterprise planning capabilities in San Francisco, California. This position works closely with Finance, FP&A, Supply Chain, and Technology teams to shape scalable planning solutions, strengthen system performance, and support informed business decisions. The role combines platform ownership, cross-functional collaboration, and process improvement to help teams plan more effectively and operate with greater consistency. Responsibilities:• Serve as the primary administrator for the Pigment platform, overseeing configuration, user access, security settings, testing activities, and production releases.• Design, enhance, and maintain planning models that support financial forecasting, workforce planning, operating expenses, capital investments, and supply chain planning processes.• Partner with business stakeholders to convert operational and financial planning needs into system solutions, ensuring models reflect accurate logic, assumptions, and approval flows.• Coordinate with data and architecture teams to support integrations between Pigment and connected source systems, while resolving data flow issues and maintaining reliable information exchange.• Establish and manage structured change control practices, including impact reviews, approval tracking, release documentation, and audit-ready records.• Act as a key escalation point for platform-related issues, driving troubleshooting efforts and helping users resolve functional challenges efficiently.• Create training materials, user guides, and internal documentation that promote adoption, improve self-service capabilities, and reduce reliance on ad hoc support.• Identify opportunities to expand platform functionality by evaluating new features, recommending enhancements, and supporting continuous improvement initiatives across planning operations.
2026-10-25T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 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. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>
2026-10-26T00:00:00Z

Sr. Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Sr. Financial Analyst - R&D Newly created position for a Sr. Financial Analyst to support the financial planning and accounting activities tied to clinical operation for a growing biotech company. This position works closely with Clinical Operations and will managing complex clinical accounting and clinical trial budgets and financial forecasts. Responsibilities:-Lead the financial oversight of clinical studies by building budgets, updating forecasts, and analyzing spending trends across active programs.- Create and maintain financial models that reflect enrollment assumptions, site activation timelines, monitoring needs, and study closeout costs.- Clinical trial budgets, forecasting, expense tracking, CRO/vendor financial management, and clinical program financial modeling.- Clinical accruals, monthly close support, invoicing and reconciliations, and financial reporting accuracy.-Provide strategic FP&A and business partnership for long-range planning, scenario modeling, executive reporting, and financial support for clinical operations decisions.-Manage clinical trial accounting across multiple studies and trials that tracks and analyzes expenses with clinical research organizations (CROs), clinical sites, third party vendors-Ensure accurate monthly clinical expense accruals and financial reporting in accordance with U.S. GAAP• Direct accrual calculations and support month-end activities by preparing reconciliations and ensuring clinical expenses are recorded accurately.• Review study-related expenditures against approved budgets, vendor agreements, and milestone expectations to confirm appropriate cost tracking.• Track key indicators related to enrollment, site activity, and overall trial spend to improve visibility into financial performance.• Prepare recurring and ad hoc reporting for leadership, including scenario analysis and forward-looking insights to support strategic planning.• Identify opportunities to improve efficiency, reduce avoidable costs, and strengthen financial processes connected to clinical development.• Contribute to long-range planning efforts by modeling different operational and financial scenarios across the development portfolio.
2026-10-24T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 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>
2026-10-20T00:00:00Z

Sr. Financial Analyst

Stockton, CA
onsite
Permanent / Full Time
95000 - 135000 USD / Yearly
Steven Lahey with Robert Half is looking for an experienced Sr. Financial Analyst to support manufacturing finance activities for an aerospace operation in Stockton, California. This position focuses on turning cost, inventory, and operational data into meaningful insights that help leaders improve profitability, strengthen financial accuracy, and guide business decisions. The role works closely with production, procurement, supply chain, operations, and finance teams to enhance reporting, support planning cycles, and drive better cost performance. For immediate consideration please reach out to (916) 649-0832. Responsibilities:• Analyze production-related financial results, including materials, labor, overhead, and margin performance, and highlight key drivers behind fluctuations.• Review inventory balances and costing outcomes to help maintain accurate valuation, strengthen controls, and support effective stock management decisions.• Contribute to budgeting and forecasting activities by assessing cost patterns, operational assumptions, and potential financial impact on business performance.• Prepare journal entries, reconciliations, and supporting analysis during month-end close to ensure reliable reporting for manufacturing operations.• Monitor cost of goods sold, inventory adjustments, and operational variances to improve transparency and support compliance with accounting standards.• Partner with operational leaders to identify savings opportunities, improve productivity, and translate financial findings into practical recommendations.• Assist with cross-functional initiatives aimed at improving reporting quality, process efficiency, financial controls, and data integrity.• Provide documentation, schedules, and analytical support for internal and external audit requests related to cost accounting and operational finance.
2026-10-09T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-06T00:00:00Z

Fund Operations Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes. The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment. What You'll Do:<ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul>
2026-10-22T00:00:00Z

Billing Analyst: II

San Francisco, CA
remote
Temporary / Contract
28 - 30 USD / Hourly
We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries. Responsibilities:• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548**
2026-10-29T00:00:00Z

Investment Operations Analyst $130K + 30% Bonus + Profit S

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
📩 Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 🚀 Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing 📍 Menlo Park | Hybrid 💰 6% 401(k) Match | Free Daily Meals | Exceptional Benefits Want to break into private markets and work closer to the investment process? I’m working on a newly created opportunity with a $15+B global investment firm known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies. This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution. They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work. 💡 What You'll Do<ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul>
2026-10-16T00:00:00Z

Billing Analyst

Foster City, CA
onsite
Temporary to Hire
45 - 50 USD / Hourly
We are looking for a Billing Analyst to join a finance team in California on a contract basis with the potential for a long-term opportunity. This position supports invoicing accuracy, receivables follow-up, and timely resolution of billing questions in a fast-moving, technology-focused environment. The role is well suited to someone who can coordinate effectively across internal teams and customer contacts while helping strengthen day-to-day financial operations. Responsibilities: • Prepare and review customer invoices to ensure charges are accurate, complete, and issued on schedule. • Monitor outstanding accounts, follow up on past-due balances, and help drive timely payment collection. • Respond to billing and account inquiries from customers and internal business partners with clear and effective communication. • Reconcile account activity by researching discrepancies, validating supporting data, and resolving exceptions promptly. • Partner with finance, customer service, and operational teams to improve billing workflows and reduce recurring issues. • Maintain organized records of invoicing, collections activity, and account status updates for reporting and audit support. • Assist with process improvement efforts, including automation initiatives and enhancements to finance systems such as NetSuite. • Support export-related customer service coordination when billing questions involve international transactions or documentation needs.
2026-10-29T00:00:00Z

Sr Accounting Analyst

San Francisco, CA
remote
Temporary / Contract
61.75 - 71.5 USD / Hourly
We are looking for a Senior Finance Analyst to support a private equity environment in San Francisco, California. This Long-term Contract position is ideal for a finance specialist who brings strong analytical judgment, precision in account review, and experience working closely with accounting teams. The role centers on evaluating portfolio and investment data, interpreting agreement terms, and producing accurate financial insights that support informed decision-making. Responsibilities:• Review valuation data and supporting schedules to identify accuracy issues, inconsistencies, and items requiring follow-up• Consolidate portfolio deal activity across multiple investments and maintain organized tracking records using Excel-based analysis• Perform detailed reconciliations of financial data, balances, and transaction activity to ensure completeness and reliability• Assess investment terms and related agreements to determine allocation parameters, restrictions, and permissible investment treatment• Partner closely with accounting personnel to research entries, validate financial records, and resolve reporting discrepancies• Prepare analytical summaries and reporting materials that highlight portfolio activity, valuation movement, and key financial findings• Monitor large volumes of transactional and portfolio information with a high degree of accuracy and attention to detail
2026-10-17T00:00:00Z

Accounting Analyst Investment Management

Foster City, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula 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>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-22T00:00:00Z

Financial Analyst - Entry Level

Concord, CA
onsite
Temporary / Contract
26 - 32 USD / Hourly
We are looking for an entry-level Financial Analyst to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams. Responsibilities: • Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.
2026-10-28T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-10-01T00:00:00Z

Financial Analyst

Menlo Park, CA
remote
Temporary to Hire
38 - 44 USD / Hourly
We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends. Responsibilities: • Develop and maintain financial models that support forecasting, budgeting, and business planning activities. • Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities. • Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods. • Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects. • Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy. • Create reports and presentations that translate complex financial information into concise recommendations for stakeholders. • Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
2026-10-29T00:00:00Z

16 results for Business Systems Analyst Iii in San Ramon, CA