14 Results for Credit Risk Analyst Jobs in Santa Rosa, CA

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Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
We are looking for a Financial Analyst to support corporate cost centers within a dynamic retail environment in San Francisco, California. This Long-term Contract position will focus on delivering meaningful financial insights, guiding forecasting activities, and helping business leaders make informed operational decisions. The role offers strong visibility across the organization and involves close partnership with finance, accounting, and department stakeholders to improve planning, reporting, and overall financial performance. Responsibilities:• Partner with department leaders to provide financial analysis, forecast updates, and project-based support across multiple corporate functions.• Contribute to monthly and annual close activities by preparing accruals, investigating posting discrepancies, and validating profit and loss results for accuracy and completeness.• Analyze performance against plan, explain key variances, and help develop rolling forecasts for the balance of the fiscal year.• Create clear financial presentations and summaries that translate complex results into practical insights for non-financial and senior stakeholders.• Support the annual budgeting process by coordinating inputs, assembling budget materials, and assisting management through planning cycles.• Maintain budget and forecast data within planning tools such as Anaplan while ensuring required finance reporting is completed on time.• Work with financial systems partners to enhance reporting capabilities, streamline analysis tools, and improve access to decision-support data.• Perform ad hoc financial reviews and data-driven analysis to address emerging business questions and identify opportunities for operational improvement. ** 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# 00410-0013535521**
2026-11-02T00:00:00Z

Security Analyst

Petaluma, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a Security Analyst to join our aviation client in a contract position based onsite in Petaluma, California. This role is ideal for an experienced security specialist who can strengthen daily security operations, investigate threats, and help protect cloud, identity, and endpoint environments. You will work closely with technical partners across IT and security to reduce risk, improve response readiness, and support compliance-focused initiatives. Responsibilities:• Lead the response to security events by containing threats, gathering evidence, escalating issues when needed, and documenting outcomes for follow-up review.• Oversee identity and access activities, including user access reviews, permission governance, and control validation across enterprise systems.• Analyze suspicious authentication activity, compromised accounts, phishing attempts, and other indicators of malicious behavior to determine impact and next steps.• Coordinate vulnerability follow-up efforts with IT teams to drive remediation progress and reduce exposure across the environment.• Track endpoint protection health, device compliance status, and broader security posture to identify gaps requiring attention.• Examine privileged account usage, network security logs, and web access controls to detect abnormal or unauthorized activity.• Maintain and enhance operational security documents such as incident procedures, playbooks, standard operating guidance, and response runbooks.• Prepare recurring security reports and metrics covering incidents, threat trends, vulnerabilities, and operational performance.• Support audit requests, compliance reviews, eDiscovery efforts, and third-party security assessments as part of ongoing governance activities.• Partner with security, infrastructure, and support teams on daily operations, tabletop exercises, and continuous improvements informed by incident findings.
2026-11-02T00:00:00Z

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. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for an experienced Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business deliver accurate, compliant messaging while partnering closely with cross-functional teams to reduce regulatory risk. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory expectations into practical guidance, documentation, and reporting. Responsibilities: • Evaluate marketing and promotional materials for financial products to confirm disclosures, pricing details, fee information, and claims align with applicable regulatory standards. • Collaborate with Marketing, Legal, Product, and Risk partners to identify potential compliance concerns and advise teams during campaign planning, review, and launch activities. • Assess customer-facing communications before release to ensure consent language, opt-out instructions, required notices, and advertising expectations are properly addressed. • Conduct compliance testing, quality checks, and periodic reviews of campaigns and related materials to detect gaps and recommend corrective measures. • Research potential compliance issues, document observations clearly, and work with stakeholders to drive timely remediation and issue resolution. • Maintain organized records of reviews, approvals, supporting evidence, and audit documentation for internal oversight and regulatory examinations. • Track changes in regulatory requirements and industry guidance, then recommend updates to policies, procedures, and training content as needed. • Contribute to compliance program enhancements by supporting risk assessments, procedural development, and employee education across marketing and acquisition functions. • Prepare summaries, metrics, and presentations for management to communicate findings, highlight risk trends, and support process improvements.
2026-10-26T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
2026-10-30T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business meet regulatory expectations by reviewing promotional content, assessing compliance risk, and advising cross-functional partners on compliant execution. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory requirements into practical guidance for Marketing, Legal, Product, and Risk teams. Responsibilities: • Evaluate marketing and advertising materials for financial products to confirm disclosures, pricing details, promotional statements, and fee information align with applicable regulations. • Advise business partners across Marketing, Legal, Product, and Risk on compliance considerations during campaign planning, review, and launch activities. • Examine customer-facing communications before release to ensure consent language, opt-out options, and required notices are properly presented. • Perform compliance testing, quality reviews, and recurring audits of campaigns and related materials to detect control weaknesses and regulatory exposure. • Research potential compliance concerns, document observations, and work with stakeholders to drive corrective actions within established timelines. • Maintain organized records of approvals, review decisions, and supporting documentation to strengthen audit readiness and regulatory examination support. • Track changes in regulatory expectations and industry guidance, then recommend updates to policies, procedures, and training resources. • Contribute to risk assessments, compliance procedures, and employee education efforts that reinforce sound practices across marketing and customer acquisition activities. • Prepare summaries, metrics, and presentations on compliance results and risk themes to support leadership decision-making and ongoing process improvement.
2026-10-30T00:00:00Z

Business Analyst

Richmond, CA
onsite
Temporary to Hire
50 - 65 USD / Hourly
We are looking for a Business Analyst to join a California team in a contract capacity with the potential to become permanent. This position serves as a key connector between business stakeholders and technical teams, translating operational needs into practical data, reporting, and process improvement solutions. The role focuses heavily on analytics, application support, and continuous improvement within a manufacturing environment, with an emphasis on creating reliable reporting and a consistent source of trusted data. This individual will work across cross-functional initiatives while helping drive project delivery through structured analysis and Agile practices. Responsibilities: • Partner with business leaders and IT teams to gather, clarify, and document requirements for operational and technical initiatives. • Lead data-focused efforts that improve reporting accuracy, strengthen governance, and establish a dependable single source of truth across business functions. • Develop and enhance dashboards and reporting tools in Power BI to support decision-making in areas such as supply chain, accounting, quality, and production performance. • Analyze existing workflows, identify process gaps, and recommend automation opportunities that increase efficiency, consistency, and visibility. • Support enterprise applications and business initiatives by assessing needs, coordinating solutions, and helping standardize processes across teams. • Oversee project progress within an Agile framework, using Azure DevOps to track work, manage priorities, and maintain accountability with development resources. • Perform data validation, cleansing, and analysis activities to improve data quality and ensure information is flowing correctly between systems. • Collaborate with external development teams to review deliverables, clarify expectations, and help keep projects aligned with scope and timelines. • Contribute to readiness planning and business process support for future platform and ERP-related initiatives as needed.
2026-11-02T00:00:00Z

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

Sr. AP Analyst

San Francisco, CA
onsite
Temporary / Contract
30 - 42 USD / Hourly
Robert Half is partnering with a growing organization seeking a detail-oriented Sr. Accounts Payable Analyst to join their accounting team. This is a high-volume processing environment ideal for someone who thrives on accuracy, organization, and meeting deadlines. The right candidate will have strong AP experience, excellent communication skills, and the ability to manage multiple priorities in a fast-paced setting. This contract role is onsite in San Francisco, CA. Job Duties:Manage full-cycle accounts payable processing in high-volume environments.Review, code, and process invoices in accordance with company policies and accounting procedures.Perform 3-way matching of invoices, purchase orders, and receiving documents.Analyze AP aging reports and proactively resolve outstanding items.Research and resolve invoice discrepancies, vendor inquiries, and payment exceptions.Prepare and process weekly payment runs, including ACH, wire transfers, and checks.Reconcile vendor statements and maintain accurate vendor records.Assist with month-end close activities, accruals, and AP-related account reconciliations.Support audits by compiling AP schedules and providing requested documentation.Identify process improvement opportunities to increase efficiency, strengthen controls, and reduce errors.Participate in ERP system implementations, upgrades, conversions, and testing efforts.Generate reporting and analytical insights related to AP trends, spending, and vendor management. ** 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# 00410-0013442105**
2026-10-30T00:00:00Z

Accounting Analyst Investment Management $115K $130K + B

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! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team. This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-10-18T00:00:00Z

Accounting Analyst Investment Management $115K $130K + B

San Mateo, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team.This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-10-18T00:00:00Z

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

Senior Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Senior Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
110000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-27T00:00:00Z

14 results for Credit Risk Analyst in Santa Rosa, CA