<p>We are looking for a Senior Financial Analyst to join our team in Emeryville, California. In this role, you will play a vital part in analyzing financial data, creating detailed models, and providing actionable insights to support decision-making. The ideal candidate will bring expertise in financial analysis and modeling, coupled with a strong ability to interpret complex data and drive strategic recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and improve driver-based expense planning models; integrate into operating practices across Sales, Operations, Marketing, Finance, and Accounting.</li><li>Collaborate with business leaders to translate operational activities into financial forecasts and actionable insights.</li><li>Develop, monitor, and update annual budgets and forecasts throughout planning cycles.</li><li>Analyze and communicate cost variances during monthly reporting and support expense close processes (accruals, reclasses).</li><li>Prepare recurring financial reports using advanced modeling and analytics; maintain Workday Adaptive for efficiency.</li><li>Collect and present financial data for board reporting.</li><li>Advise cost center owners on expense coding for invoices, Concur, and journal entries.</li><li>Drive best practices and process improvements to enhance accuracy and productivity.</li><li>Build strong cross-functional relationships and handle ad hoc tasks as needed.</li></ul><p><br></p>
We are looking for a talented Financial Analyst to join our team on a part-time contract basis. This role requires approximately 20 hours per week and offers the opportunity to work on diverse financial tasks while collaborating with senior team members. Based in Menlo Park, California, this position is ideal for someone with a strong background in financial analysis and a keen eye for detail.<br><br>Responsibilities:<br>• Maintain and update portfolio company data in financial forecasting systems, ensuring accuracy and consistency.<br>• Generate reports and assist in preparing materials for portfolio performance review meetings.<br>• Compile standardized financial documents and organize them for investor use.<br>• Collect, clean, and structure financial and operational data from portfolio companies.<br>• Support the creation of presentations and documents that highlight portfolio metrics and trends.<br>• Assist with ad hoc reporting and document-related tasks as needed.<br>• Collaborate with senior team members to ensure seamless communication and workflow.<br>• Utilize tools like Salesforce to manage and monitor portfolio data efficiently.
<p>We are looking for a Junior Financial Analyst to join our team in Modesto, California. In this position, you will play a critical role in managing banking activities and ensuring the accuracy of financial transactions across multiple entities. Ideal candidates are detail-oriented professionals with strong technical skills and a passion for maintaining efficient financial operations.</p><p><br></p><p>Responsibilities:</p><p>Assist with tracking project costs, committed costs, and budgets; help reconcile job cost reports and investigate basic variances; support project managers with cost updates and simple financial reports; assist with tracking subcontractor costs, purchase orders, and change orders; support budget updates and basic project forecasts; help update cash flow tracking schedules; maintain cost tracking spreadsheets and project logs; assist with monthly project and company financial reports, WIP (Work-in-Progress) reporting, and revenue tracking; enter and maintain financial data in the accounting or job costing system; ensure proper documentation for invoices, purchase orders, and expenses; assist with reconciliation of project-related accounts; and support internal controls and process improvement efforts.</p><p><br></p><p>For immediate consideration, contact Jason Lee or Lisa Woolworth at Robert Half</p>
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable packages on a bi-weekly basis, ensuring timely approvals and accurate coding of invoices.</p><p>• Oversee lease administration processes, including reviewing agreements and maintaining compliance with terms.</p><p>• Perform annual reconciliations, analyzing financial data and resolving discrepancies from January through June.</p><p>• Prepare and deliver accurate financial reports for a portfolio of clients and properties.</p><p>• Handle large data sets, utilizing Excel to organize, analyze, and present information effectively.</p><p>• Collaborate with team members to complete project-based financial tasks after reconciliation periods.</p><p>• Apply cash and accrual accounting principles to maintain accurate financial records.</p><p>• Communicate professionally with stakeholders, addressing inquiries and providing clear financial insights.</p><p>• Support problem-solving efforts by identifying and addressing issues within financial processes.</p><p>• Ensure compliance with organizational standards and procedures in all financial activities.</p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Larkspur, California. This role will focus on supporting Commercial Finance functions, including Sales and Marketing, by delivering insights that drive profitable growth. If you are passionate about financial analysis, eager to learn, and thrive in a collaborative environment, this is a great opportunity to advance your career while contributing to a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Sales, Marketing, and other teams to provide actionable insights that support profitable business growth.</p><p>• Prepare monthly variance analyses for key metrics such as Sales, Trade Spend, and Gross Margin, identifying trends and opportunities.</p><p>• Evaluate performance drivers and recommend corrective actions to ensure financial targets are met.</p><p>• Lead or assist in Trade Effectiveness Reviews to enhance promotional spending efficiency and adherence to processes.</p><p>• Manage Net Sales planning and forecasting models, contributing to annual plans and ongoing forecast updates.</p><p>• Oversee the Marketing Budget process, tracking expenditures and assessing investment effectiveness.</p><p>• Participate in efforts to improve tools, processes, and reporting systems to streamline data flows and modernize operations.</p><p>• Provide ad hoc financial analysis and support strategic planning initiatives alongside the Director of Commercial Finance.</p><p>• Contribute to cross-functional projects aimed at refining business strategies and achieving organizational goals.</p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
We are looking for an experienced Senior Financial Analyst to join our team in Mountain View, California. In this long-term contract role, you will play a key part in preparing and reviewing financial reports, ensuring data accuracy, and supporting strategic decision-making. This is an exciting opportunity for someone who thrives in a collaborative environment and has a strong analytical mindset.<br><br>Responsibilities:<br>• Develop and maintain monthly financial presentations, board materials, and forecast packages.<br>• Ensure consistency and accuracy across all financial reporting tools and systems, such as NetSuite and Pigment.<br>• Conduct monthly reconciliations between internal tools and reporting systems, validating data and resolving discrepancies.<br>• Analyze financial variances, investigate anomalies, and ensure all reports align with organizational goals.<br>• Prepare and refine board presentation decks, particularly during critical reporting periods.<br>• Collaborate with corporate teams to ensure month-end reviews and roll-ups are completed accurately.<br>• Provide guidance and oversight to less experienced team members, reviewing their work and offering constructive feedback.<br>• Coordinate daily communications with international teams, ensuring timely updates and addressing reporting needs.<br>• Review and direct updates to financial decks prepared by global teams to ensure precision and alignment.
<p>Our client seeks a motivated Accounting Analyst to support benefits contribution processing and financial operations for participating employers. This role involves high-volume data management, payment processing, and reconciliation, with a strong emphasis on accuracy and analytical ability. The ideal candidate excels with Microsoft Excel and enjoys working with large datasets to ensure precise benefit allocations and financial reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage monthly submissions of employer data for health, welfare, and pension plans, processing thousands of records in Excel using advanced functions and formulas.</li><li>Prepare, test, and upload data files to the organization’s financial system, ensuring completeness and accuracy.</li><li>Record incoming payments, update account records, and assign receipts to the appropriate benefit funds.</li><li>Review and reconcile payment activity against bank statements, preparing monthly totals for general ledger entries.</li><li>Generate and send invoices to employers, facilitate electronic payments, and ensure all records are properly filed and accessible.</li><li>Research and resolve discrepancies, drafting billing statements and correspondence as needed for outstanding or disputed balances.</li><li>Support compliance audits and withdrawal reviews, maintaining thorough documentation and audit trails.</li><li>Investigate open receivables, penalties, or damages, providing clear documentation to management.</li><li>Collaborate with internal teams and legal counsel to coordinate collection efforts and arbitration for overdue contributions.</li><li>Communicate professionally with employers and internal stakeholders to resolve issues, clarify data, and ensure reporting accuracy.</li></ul><p><br></p><p>Are you ready to take on a detail-driven finance role? Please contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and explore this opportunity with you!</p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the intersection of fund operations, technology, and data analytics, ensuring systems and processes scale effectively as the organization grows. The ideal candidate combines financial expertise with strong technical skills in data management, automation, and platform implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain data pipelines and integrations across multiple systems to ensure accuracy and efficiency.</li><li>Develop dashboards and reporting frameworks to deliver actionable insights.</li><li>Drive process optimization through workflow automation in finance and operations.</li><li>Execute data migrations and platform upgrades as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the crossroads of <strong>fund operations, technology, and data analytics</strong>, ensuring systems and processes scale seamlessly as the organization grows. The ideal candidate blends financial acumen with strong technical expertise in <strong>data management, automation, and platform implementation</strong>.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain <strong>data pipelines and integrations</strong> across multiple systems for accuracy and efficiency.</li><li>Develop <strong>dashboards and reporting frameworks</strong> to deliver actionable insights.</li><li>Drive <strong>process optimization</strong> through workflow automation in finance and operations.</li><li>Execute <strong>data migrations and platform upgrades</strong> as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p><strong>Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the intersection of <strong>fund operations, technology, and data analytics</strong>, ensuring systems and processes scale effectively as the organization grows. The ideal candidate combines financial expertise with strong technical skills in <strong>data management, automation, and platform implementation</strong>.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain <strong>data pipelines and integrations</strong> across multiple systems to ensure accuracy and efficiency.</li><li>Develop dashboards and reporting frameworks to deliver actionable insights.</li><li>Drive <strong>process optimization</strong> through workflow automation in finance and operations.</li><li>Execute <strong>data migrations and platform upgrades</strong> as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong></li><li><strong>401(k) match up to 10% + annual profit sharing</strong></li><li>Paid holidays and year-end office closure</li><li>Annual commuter benefits and wellness reimbursements</li><li>Daily catered lunch and a collaborative, team-oriented culture</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Portfolio Operations Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Portfolio Operations Analyst to join our team. In this key role, you’ll support portfolio analysis, marketing initiatives, and deal execution. You’ll collaborate across departments to streamline operations, enhance reporting, and contribute to strategic projects that drive growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Portfolio Analysis & Reporting:</strong> Gather financial data, assist with valuations, and prepare performance reports</li><li><strong>Marketing & Fundraising Support:</strong> Develop investor materials, manage data rooms, and support branding initiatives</li><li><strong>Deal Pipeline Management:</strong> Track investments and coordinate closing processes with operations teams</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary + annual bonus</li><li>Profit sharing and equity appreciation program</li><li>Comprehensive health coverage and 401(k) match</li><li>Generous PTO and holidays</li></ul>
<p>Our client is actively seeking an Accounting Analyst to interface with participating employers and process monthly contributions for health, welfare, and pension benefits. You’ll play a key role in ensuring accurate reporting, payment processing, and reconciliation for a large volume of employee records. This is an excellent opportunity for professionals who thrive in detail-oriented environments and enjoy leveraging their advanced Excel skills to manage large datasets and contribute to financial accuracy.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Process and Manage Contributions:</strong></p><ul><li>Handle monthly contributions for participating employers, often working with thousands of employee records in Excel. Use formulas and functions to ensure precision and manage complex data files, including preparing test files for data upload to the company mainframe.</li></ul><p><strong>Payment Posting and Reconciliation:</strong></p><ul><li>Download daily lockbox details to post payments in the system of record. Accurately apply payments to accounts and allocate receipts to the appropriate funds. Reconcile monthly receipts with bank statements and prepare summaries for general ledger updates.</li></ul><p><strong>Invoicing and Collections:</strong></p><ul><li>Prepare invoices for employers and handle electronic data transfer and document filing. Address discrepancies by creating billing documents and letters and coordinate arbitrations/collections with legal counsel and management for unpaid contributions.</li></ul><p><strong>Compliance, Audits, and Analysis:</strong></p><ul><li>Research and prepare billing related to compliance audits, withdrawal liability, and receivable balances, including liquidated damages. Compile and provide supporting documentation for amounts due, maintain accurate records, and document status of account reconciliations.</li></ul><p><strong>Communication and Coordination:</strong></p><ul><li>Regularly interface with employers to resolve contribution discrepancies and communicate billing status. Collaborate with management and legal counsel regarding arbitrations and collections when necessary.</li></ul><p>Ready to make a difference in a fast-paced accounting team? Apply today or contact Dennis Brinkmann for immediate consideration - 925-271-4809 </p><p><br></p><p><br></p>
<p>We are looking for a skilled Fraud Analyst to join our team in San Francisco, California. In this Contract position, you will play a pivotal role in detecting and mitigating fraudulent activity related to a fintech credit card product. This opportunity is ideal for professionals who thrive in fast-paced environments and enjoy analytical challenges.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough reviews of credit card applications to identify potential fraud, including first-party, third-party, and synthetic cases.</p><p>• Monitor account activity and analyze flagged transactions to detect suspicious behavior using advanced rules engines.</p><p>• Take prompt action to minimize financial loss by investigating high-risk transactions and implementing effective fraud mitigation strategies.</p><p>• Collaborate with customer support teams to address fraud-related inquiries and resolve customer service issues.</p><p>• Maintain detailed records of investigations and provide reports on fraud trends to support data-driven decision-making.</p><p>• Utilize industry-leading tools and technologies to enhance fraud detection and prevention capabilities.</p><p>• Stay updated on emerging fraud techniques and adapt strategies to combat evolving threats.</p><p>• Work effectively within a staggered schedule to ensure coverage and continuity in fraud monitoring efforts.</p><p>• Contribute to the development of workflows and processes that improve fraud prevention efficiency.</p>
<p>We are looking for a detail-oriented Entry Level Accounting Analyst to join our team in Concord, California. This contract position is ideal for professionals with strong analytical skills and a background in accounting or accounts receivable. The role involves processing contributions, reconciling accounts, and handling <strong><u>large datasets</u></strong> using advanced Excel functionalities.</p><p><br></p><p>Responsibilities:</p><p>• Process monthly employer payments using Excel, including manual calculations .</p><p>• Apply payments to accounts and allocate receipts accurately to the appropriate funds.</p><p>• Prepare and reconcile invoices, and billing documents.</p><p>• Perform monthly bank statement reconciliations and update general ledger.</p><p>• Conduct audits, account reconciliations, and prepare necessary billing and documentation.</p><p>• Create and manage test files for data uploads into the company’s mainframe system.</p><p>• Analyze large datasets to ensure accuracy and consistency in financial records.</p>
<p>We are looking for an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans.</li><li>Build and maintain financial models for channel mix, promotions, and margin optimization.</li><li>Support operations by monitoring margin contributions and cost factors.</li><li>Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs.</li><li>Perform variance analysis and highlight trends.</li><li>Recommend ways to optimize marketing spend and supply chain efficiency.</li><li>Conduct ad hoc analyses.</li><li>Collaborate with Sales and Marketing on forecasts, promotions, and ROI.</li><li>Partner with Operations on inventory, cost of goods, and logistics planning.</li><li>Translate financial results into actionable insights for leadership.</li><li>Improve FP& A processes, tools, and systems for scalability.</li><li>Ensure data accuracy across ERP, Power BI, and planning platforms.</li><li>Recommend best practices for margin analysis and forecasting.</li><li>Promote financial transparency and cross-functional alignment.</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p>Are you a detail-oriented professional with a passion for working with large data sets? Our team is seeking an Entry-Level Analyst for a contract-to-permanent opportunity, supporting accounts receivable, reconciliation, and billing functions. </p><p><br></p><p> This is a contract-to-permanent role offering you the chance to grow your skills and advance within the company. If you thrive in a data-driven environment and enjoy supporting essential accounting processes, we encourage you to apply today. </p><p>Ready to get started? Please submit your application and resume for immediate consideration. </p><p><br></p><p><strong>Responsibilities</strong>: </p><ul><li>Analyze and maintain large data sets using Advanced Excel functions, including pivot tables, VLOOKUP, and complex formulas. </li><li>Assist with accounts receivable (AR) processes: invoice generation, monitoring payment status, and resolving discrepancies. </li><li>Perform daily, weekly, and monthly reconciliations of financial transactions and account balances. </li><li>Support the billing cycle by preparing and reviewing invoices, validating data accuracy, and correcting errors as needed. </li><li>Collaborate with internal teams to ensure timely and accurate processing of AR and billing transactions. </li><li>Help prepare reports on AR aging, billing status, and reconciliations for management review. </li><li>Identify trends, variances, or issues in data and recommend solutions to improve process efficiency</li></ul>
<p>Are you a detail-oriented professional with a passion for working with <strong><u>large data sets </u></strong>in Microsoft Excel? Our team is seeking an Entry-Level Analyst for a temporary-to-hire opportunity, supporting accounts receivable, reconciliation, and billing functions.</p><p><br></p><p>Ready to get started? Please submit your application and resume for immediate consideration.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>· Analyze and maintain large data sets using Advanced Excel functions, including pivot tables, VLOOKUP, and complex formulas.</p><p>· Assist with accounts receivable (AR) processes: invoice generation, monitoring payment status, and resolving discrepancies.</p><p>· Perform daily, weekly, and monthly reconciliations of financial transactions and account balances.</p><p>· Support the billing cycle by preparing and reviewing invoices, validating data accuracy, and correcting errors as needed.</p><p>· Collaborate with internal teams to ensure timely and accurate processing of AR and billing transactions.</p><p>· Help prepare reports on AR aging, billing status, and reconciliations for management review.</p><p>· Identify trends, variances, or issues in data and recommend solutions to improve process efficiency</p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
