<p><strong>Senior Business Analyst</strong></p><p><strong>Location:</strong> San Francisco, CA | Hybrid/Onsite</p><p><strong>Overview</strong></p><p>An organization within the Advertising and Data Platforms space is seeking a <strong>Senior Delivery & Operational Intelligence Analyst</strong> to support tactical and strategic operational initiatives across engineering, product, program management, and finance teams.</p><p>This role is ideal for someone with strong analytical and operational experience who thrives in fast-paced, technology-driven environments. The ideal candidate will bring advanced communication, presentation, project coordination, and stakeholder management skills while supporting leadership teams in driving execution, operational excellence, and strategic planning initiatives.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a liaison between senior leadership teams to support ongoing operational initiatives and executive team coordination</li><li>Help standardize operating models, meeting cadences, and communication processes across the organization</li><li>Prepare executive updates, meeting materials, presentations, templates, and status communications</li><li>Support operational programs related to resource planning, budgeting, strategic planning, and organizational reporting</li><li>Partner with engineering, product, program, and finance leadership to support execution of strategic priorities</li><li>Coordinate and support organizational engagement forums including town halls, leadership meetings, and strategic readouts</li><li>Analyze operational challenges, identify opportunities for improvement, and support implementation of solutions</li><li>Manage multiple priorities and adapt quickly in a fast-moving environment</li></ul>
Robert Half is seeking a Business Systems Analyst IV to support and enhance Workday Financials, HCM, and Payroll, with a strong emphasis on Time Tracking, Absence, AP, AR, and General Ledger. This role will lead cross-functional initiatives, drive system improvements, and support integrations in a 100% remote environment (working 8 AM–5 PM PT; open to PT or MT candidates). <br> Key Responsibilities Serve as a senior SME for Workday across Financials and HCM (Time Tracking, Absence, AP/AR, GL). Lead and support integrations, including troubleshooting, enhancements, and post-production support. Partner with business and IT stakeholders to gather requirements, define solutions, and deliver system improvements. Review and guide functional design, system configuration, and process optimization. Provide reporting and status updates to leadership, including risks, timelines, and outcomes. Translate business needs into detailed specifications, process flows, and test plans. Lead cross-functional teams through SDLC lifecycle activities, including implementation and support. Ensure systems and processes are scalable, efficient, and aligned to business objectives. Mentor entry level analysts and support overall team effectiveness.
<p>Overview:</p><p>The Senior FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
We are looking for a Senior Financial Analyst to join a corporate finance team in San Francisco, California, where you will translate complex financial data into practical insight for business leaders. This Long-term Contract position is suited for a detail-oriented finance specialist who can strengthen forecasting, improve visibility into performance, and support thoughtful decision-making across the organization. The role combines hands-on modeling, consolidated reporting, and close partnership with cross-functional stakeholders in a dynamic SaaS or technology environment.<br><br>Responsibilities:<br>• Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&A into a cohesive company-wide outlook for leadership review.<br>• Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth.<br>• Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision.<br>• Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting.<br>• Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions.<br>• Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts.<br>• Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
<p>We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
<p>We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review flagged transactions and make real-time authorization decisions based on risk indicators</p><p>• Develop and optimize fraud rules, thresholds, and transaction controls</p><p>• Analyze transaction activity to identify fraud trends and prevention opportunities</p><p>• Monitor fraud losses, approval rates, and false positives to improve performance</p><p>• Partner cross functionally with internal teams to strengthen fraud controls and decisioning</p><p>• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements</p><p>• Apply knowledge of card authorization workflows, decline responses, and interchange concepts</p><p>• Identify operational gaps and recommend scalable process improvements in a fast-paced environment</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
<p><strong>Break into UHNW Wealth Management — Senior Wealth Analyst</strong></p><p>Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.</p><p> </p><p>If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul><p> </p>
We are looking for an experienced Senior Cost Accountant to join a manufacturing finance team in Livermore, California. This position supports a global organization serving the semiconductor and advanced technology sectors, with a strong focus on cost accuracy, inventory valuation, and financial insight for production activities. The role works closely with operations and finance partners to strengthen reporting, support close activities, and improve visibility into manufacturing performance.<br><br>Responsibilities:<br>• Lead the maintenance and refinement of standard cost models for materials, labor, and overhead to support accurate product costing.<br>• Oversee inventory valuation for raw materials, work in process, and finished goods, ensuring financial records reflect operational activity accurately.<br>• Complete month-end cost accounting tasks, including journal entries, account reconciliations, and close-related analysis.<br>• Review manufacturing results by analyzing production variances, purchase price fluctuations, and work order performance to identify key cost drivers.<br>• Collaborate with operations teams to evaluate plant performance, interpret financial trends, and support informed business decisions.<br>• Assess inventory exposure by identifying slow-moving, excess, or obsolete stock and contributing to reserve calculations.<br>• Support budgeting and forecasting for cost of goods sold, manufacturing expenses, and other plant-related financial measures.<br>• Participate in physical inventory activities, audit preparation, and internal control reviews while helping improve cost accounting and inventory processes, including transition support and knowledge transfer where needed.
We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations.<br><br>Responsibilities:<br>• Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making.<br>• Prepare monthly cost reports and provide insights to plant leadership and finance teams.<br>• Investigate variances between standard and actual costs, offering detailed explanations and recommendations.<br>• Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards.<br>• Maintain and update Bills of Materials (BOMs) in partnership with production teams.<br>• Assist in creating annual budgets and rolling forecasts for manufacturing costs.<br>• Contribute to cost projections for new product launches and trials to support strategic planning.<br>• Identify opportunities for cost-saving and efficiency improvements within production processes.<br>• Ensure compliance with internal controls, industry standards, and company policies.<br>• Support audits related to manufacturing costs and assist in maintaining accurate financial records.
<p>We are looking for a Sr. Compliance Analyst to support regulatory oversight for financial product marketing activities in San Francisco, California. This Long-term Contract position focuses on reviewing materials and practices for alignment with federal banking and financial compliance standards while partnering closely with marketing and business stakeholders. The ideal candidate brings strong experience interpreting regulatory expectations, identifying risk, and helping teams maintain compliant processes in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review marketing content and related financial product materials to ensure compliance with applicable federal regulations and internal policy standards.</p><p>• Partner with marketing and cross-functional teams to provide guidance before launch, helping reduce regulatory risk across campaigns and customer-facing communications.</p><p>• Evaluate business activities for potential compliance concerns involving banking regulations, anti-money laundering controls, and Bank Secrecy Act obligations.</p><p>• Conduct compliance assessments and document findings, recommendations, and required follow-up actions for stakeholders and leadership.</p><p>• Analyze regulatory requirements tied to financial products and translate them into practical review criteria for day-to-day business use.</p><p>• Use Excel formulas and reporting tools to organize review results, track issues, and support compliance monitoring activities.</p><p>• Collaborate with underwriting, risk, and operational teams when questions arise related to loan products or regulated marketing practices.</p><p>• Escalate high-risk items promptly and contribute to remediation efforts to strengthen controls and improve review quality.Marketing Compliance Reviewer – FinTech (UDAAP & TILA Focus)</p><p><br></p><p>We are seeking a detail-oriented Marketing Compliance Reviewer to support regulatory oversight of all customer-facing marketing and advertising materials across our financial products. This role will focus on ensuring compliance with UDAAP, TILA, and other applicable federal regulations, partnering closely with Marketing, Product, and Design teams to mitigate regulatory risk while enabling effective customer communication. The ideal candidate brings deep expertise in consumer protection laws and experience reviewing digital marketing content within a fast-paced fintech or lending environment.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Review and approve all marketing materials (digital, web, email, social, and campaigns) for compliance with UDAAP, TILA, and related regulations</p><p>Partner closely with Marketing, Product, and Design teams to ensure compliant messaging across all financial product offerings</p><p>Evaluate disclosures, claims, rates/terms presentation, and promotional language to identify and mitigate regulatory risk</p><p>Provide clear, actionable feedback on marketing copy, layouts, and user flows to align with compliance standards</p><p>Review designs and marketing assets in Figma and manage feedback and approvals through Jira</p><p>Identify compliance gaps in marketing practices and recommend remediation or process improvements</p><p>Support development of marketing compliance guidelines, review frameworks, and approval processes</p><p>Assist with audit readiness, regulatory exams, and internal monitoring related to marketing activities</p><p>Stay current on regulatory changes and proactively advise Marketing on impacts to campaigns and messaging</p><p><br></p><p><br></p>
<p>A San Francisco–based law firm is seeking a Business Immigration Analyst (Entry Level) to support its high-volume corporate immigration practice. This is a contract-to-hire opportunity for a detail-oriented and motivated recent graduate or early-career professional who is interested in developing a long-term career in immigration law. The Business Immigration Analyst will play a key role in supporting attorneys and senior case staff with employment-based visa matters, including H-1B, L-1, TN, and PERM filings. Prior immigration experience is not required, but strong organizational skills and attention to detail are essential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with the preparation and filing of employment-based visa petitions, including H-1B, L-1, TN, and PERM applications</li><li>Draft forms, support letters, and petition packets under attorney supervision</li><li>Collect, organize, and review supporting documentation from clients and employees</li><li>Track case status and maintain accurate records in case management systems</li><li>Communicate with clients regarding case updates, document requests, and timelines</li><li>Ensure compliance with immigration regulations and filing requirements</li><li>Support attorneys and senior team members across all stages of case processing</li></ul>
<p>We are looking for a Help Desk Analyst to deliver on-site tier one technical assistance and dependable end-user support for a busy architecture environment in San Francisco, California. This is a contract position is ideal for someone who enjoys solving day-to-day IT issues, maintaining smooth office technology operations, and providing a high level of service in a fast-moving workplace. The role requires a hands-on, detail-oriented individual who can communicate clearly, manage competing priorities, and contribute to a positive support experience for employees and teams.</p><p><br></p><p>This contract requires on-site between both the Oakland and San Francisco offices.</p><p><br></p><p>Responsibilities:</p><p>• Provide first-level technical support for hardware, software, and workplace technology issues, resolving incidents efficiently and escalating complex problems when needed.</p><p>• Manage service desk requests from intake through closure, ensuring timely follow-up, accurate updates, and strong customer service throughout the support process.</p><p>• Support Windows and Mac-based desktops and laptops by diagnosing user issues, performing basic troubleshooting, and restoring functionality with minimal disruption.</p><p>• Maintain user accounts and access within Active Directory, including routine updates, permissions support, and account-related assistance.</p><p>• Deliver on-site audio-visual and meeting room support to help presentations, conferences, and daily collaboration tools run smoothly.</p><p>• Assist with office technology operations across assigned work locations and provide remote support to additional teams when required.</p><p>• Coordinate device setup, workstation readiness, and general technical onboarding support for employees and contractors.</p><p>• Contribute to operational continuity by documenting recurring issues, tracking solutions, and helping improve support processes over time.tie</p>