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5 results for It Business Intelligence Analyst in Santa Rosa, CA

Investment Operations Analyst

Larkspur, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities<ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul>
2026-09-04T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-02T00:00:00Z

Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Senior Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Data Engineer

San Francisco, CA
remote
Temporary / Contract
65 - 70 USD / Hourly
We are looking for a Contract Data Engineer to support financial systems and data operations in San Francisco, California. This is a remote on-going contract. This role will work across Finance, Systems, and Engineering to improve data reliability, strengthen integrations, and enhance platforms that support billing, accounts payable, and quote-to-cash workflows. The ideal candidate brings deep technical expertise with NetSuite and Snowflake, along with strong coding skills to diagnose issues, streamline processes, and build scalable solutions in a complex systems environment. Responsibilities:• Build, monitor, and refine data pipelines that move financial and transactional information across internal platforms and enterprise systems.• Investigate data issues, resolve integration failures, and improve the overall accuracy and consistency of business-critical datasets.• Develop and maintain middleware solutions that connect NetSuite, Salesforce, Snowflake, and custom applications.• Partner with Finance, Systems, and Engineering stakeholders to deliver technical enhancements that support accounting operations and downstream reporting.• Implement improvements within NetSuite and related financial systems to better support billing, accounts payable, and quote-to-cash processes.• Troubleshoot code and system behaviors using SQL, Python, and related tools to identify root causes and restore reliable performance.• Support integration workflows between Salesforce and NetSuite, ensuring stable data exchange and operational continuity.• Evaluate and contribute to automation initiatives, including AI-enabled workflow opportunities that can reduce manual effort and improve efficiency.
2026-08-31T00:00:00Z