<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>
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: Analyze financial data and trends to provide actionable insights and recommendations Develop, maintain, and improve budgeting and forecasting models Prepare monthly, quarterly, and annual financial reports Partner with department leaders to develop and monitor budgets Conduct variance analysis and investigate discrepancies Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation Assist with month-end and year-end close activities, ensuring accuracy and compliance Identify process improvement opportunities and help implement best practices
We are looking for a Customer Due Diligence Analyst to join a fintech organization in a Long-term Contract position supporting onboarding and risk review activities. Based in San Francisco, California, this opportunity is well suited for someone who can assess customer information, maintain compliance standards, and help create a seamless onboarding experience. The role calls for strong judgment, comfort working independently, and the ability to manage priorities in a fast-moving regulated environment.<br><br>Responsibilities:<br>• Conduct due diligence assessments for prospective and existing customers to support compliant onboarding decisions.<br>• Evaluate customer records and submitted documentation to confirm accuracy, completeness, and adherence to internal standards.<br>• Assist with identity verification and related review workflows tied to customer risk evaluation.<br>• Investigate inconsistencies, unusual findings, or missing information and elevate concerns when further review is needed.<br>• Work closely with cross-functional partners to keep onboarding activities efficient and aligned with compliance expectations.<br>• Maintain clear and organized case documentation to support audit readiness and operational transparency.<br>• Contribute to process improvement efforts by identifying opportunities to strengthen review quality and turnaround times.
<p>Accounting Analyst-Process Improvement (Contract- Open ended)</p><p>Location: San Pablo, CA (Onsite)</p><p>Schedule: Full Time, Monday to Friday</p><p><br></p><p>Make an immediate impact on how an accounting department operates.</p><p>This contract opportunity is designed for someone who enjoys improving processes—not just maintaining them. You’ll partner closely with finance leadership to evaluate, redesign, and streamline core accounting workflows across AP, AR, and Payroll.</p><p>This is a hands-on role where your input directly shapes operational efficiency, visibility, and scalability.</p><p><br></p><p>What You’ll Be Doing</p><p>Assess current-state workflows across Accounts Payable, Accounts Receivable, and Payroll</p><p>Identify inefficiencies, bottlenecks, and risk points within accounting processes</p><p>Design and implement improved workflows to increase accuracy and throughput</p><p>Support automation, system optimization, and reporting improvements within an ERP system</p><p>Analyze financial and operational data to guide decision-making</p><p>Partner cross-functionally with multiple teams</p><p>Assist with reconciliations, reporting, and transactional support as needed</p><p>Create SOPs and documentation to support long-term sustainability</p><p><br></p><p>Impact-driven: Your process improvements will be implemented—not shelved</p><p>Growth potential: Open-ended contract with opportunity to evolve into long-term role</p><p>Variety: Blend of accounting execution and analytical/process improvement work</p>
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.
We are looking for an Accounts Payable Specialist to support a dynamic education organization in California. This Long-term Contract opportunity is ideal for a detail-focused accounting specialist who enjoys maintaining accurate financial records, coordinating payment activities, and working closely with internal stakeholders. In this role, you will contribute to day-to-day financial operations, help keep reporting and reconciliations on track, and provide dependable service to employees, families, and vendors.<br><br>Responsibilities:<br>• Oversee end-to-end payables activity, including onboarding vendors, reviewing invoice details, routing approvals, and issuing payments in a timely manner.<br>• Handle reimbursement requests for employees and families while verifying that submissions align with established financial guidelines.<br>• Administer company card and expense activity by reviewing transactions, supporting expense system usage, and resolving discrepancies through regular reconciliation.<br>• Coordinate agreement processing for guest speakers and similar engagements, ensuring payment records and supporting documentation are complete and compliant.<br>• Prepare required vendor tax documentation, including annual 1099 reporting, and maintain accurate records for audit and compliance purposes.<br>• Support budget tracking by compiling monthly reports, entering approved adjustments, and assisting with account analysis and general ledger reconciliations.<br>• Participate in month-end and year-end close by organizing documentation, reconciling accounts, and assisting with financial reporting and audit requests.<br>• Assist with student account and tuition-related billing support, process bank deposit activity, and help manage incoming business office mail and check distribution.<br>• Partner with colleagues across departments to streamline administrative workflows, collect financial data, and deliver responsive customer service to the school community.
<p>Our team is seeking an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. In this role, you will support client projects by handling daily accounts payable tasks, maintaining accurate financial records, and ensuring timely vendor payments.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job duties:</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul><p><br></p>
<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>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>