<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Financial Analyst | Investment Firm | San Francisco </strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> 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.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> 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>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Accounts Receivable Specialist</strong></p><p><strong>Employment Type:</strong> Contract to Perm </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
<p>We are seeking a talented and analytical contract <strong>Financial Analyst</strong> to join the finance team 100% onsite in San Francisco, CA. This role offers an exciting opportunity to work in a dynamic environment where financial insights directly influence business strategy and decision-making.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial results, business trends, and key performance indicators to support strategic decision-making.</li><li>Prepare monthly, quarterly, and annual financial reports and presentations for leadership.</li><li>Support budgeting, forecasting, and long-term financial planning processes.</li><li>Develop and maintain financial models to evaluate business performance, growth opportunities, and investment decisions.</li><li>Perform variance analyses and provide explanations for differences between actual results, budgets, and forecasts.</li><li>Collaborate with cross-functional teams to gather financial data and support business initiatives.</li><li>Present financial findings and recommendations to management and stakeholders.</li><li>Assist with month-end close activities, reporting requirements, and financial analyses.</li><li>Identify opportunities to improve reporting processes, enhance data accuracy, and drive operational efficiencies.</li><li>Support ad hoc financial projects and special initiatives as assigned.</li></ul><p>** 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# Financial Analyst **</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.</p><p>• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.</p><p>• 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.</p><p>• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.</p><p>• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.</p><p>• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.</p><p>• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.</p><p>• 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.</p><p>• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.</p>
<p>Robert Half Contracts Finance and Accounting division is seeking a fully remote FP&A Analysis to join a large insurance and IA firm for their busiest season! This is a fully remote position that would start right away! (PST hours).</p><p><br></p><p>Job Duties:</p><p>Support the build of company's annual budget across its core components: </p><p>Revenue build</p><p>Cost build (Opex, vendor, G&A and CapDev)</p><p>Headcount and capacity modeling</p><p>Budget consolidation and reporting in Planful</p><p>Compare budget submissions to current-year run rate and the latest forecast; flag variances and recommend where assumptions should change.</p><p>Bring budget-cycle practices from prior PE-owned or public companies to sharpen companies process and assumptions.</p><p><br></p><p>Works Cross-Functionally</p><p><br></p><p>Work effectively with FP&A team members and business leaders across US and offshore time zones; this is an individual-contributor role with no direct reports.</p><p>Establish working relationships quickly with department leaders, alongside the FP&A team, to gather, challenge and finalize their budget inputs and support ad-hoc analysis during the cycle.</p><p><br></p><p>Accountable</p><p><br></p><p>Own assigned budget workstreams end to end: model build, review with department leaders, and consolidation into the company budget. Present budget findings, assumptions and narratives to the Senior Director of Strategic Finance and senior leadership in clear, concise ways. </p><p>Meet budget calendar deadlines; build models and analysis that are clean, auditable and documented so the FP&A team can carry them forward after the engagement.</p><p><br></p><p><br></p><p>Minimum Requirements</p><p><br></p><p>• Bachelor’s degree in accounting, finance or related field, complemented by senior-level FP&A experience.</p><p>• Demonstrated excellence in financial data analysis and the creation of detailed financial models, reports and performance summaries. </p><p>• Has completed annual budget cycles at PE-owned or public companies.</p><p>• Proven experience in owning and presenting financial performance information to varied stakeholders of an organization.</p><p>• Highly competent with financial planning tools and advanced Excel modeling. Experience using AI/LLM tools to enhance productivity without compromising quality required.</p><p>• Strong knowledge of accounting concepts and budgeting principles.</p><p>• Proven proficiency in developing and reporting key metrics that drive business outcomes and the factors that influence them.</p><p>• A self-starter: highly organized, takes ownership without prompting, spots what needs doing next, and works independently to multi-task and prioritize deadlines.</p><p>• Deeply analytical with exceptional communication/presentation skills, intellectual curiosity and a growth mindset.</p><p><br></p><p><br></p><p>If you have a degree in Finance and have 5-7 years of FA or FP&A experience, (insurance industry a plus!), apply today!</p>
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.<br>• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.<br>• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.<br>• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.<br>• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.<br>• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.<br>• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.<br>• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
<p>We are seeking a motivated and detail-oriented, contract <strong>Junior Financial Analyst</strong> to join the team 100% onsite in San Francisco, CA. This is an excellent opportunity for an early-career professional looking to build a strong foundation in data analysis, reporting, business intelligence, and process improvement.</p><p><br></p><p><strong>What You'll Do</strong></p><p>As a Junior Financial Analyst, you'll contribute to a variety of business initiatives and help transform data into meaningful recommendations by:</p><ul><li>Collecting, organizing, and analyzing data from multiple sources.</li><li>Creating reports, dashboards, and presentations for business stakeholders.</li><li>Identifying trends, patterns, and opportunities that support strategic decision-making.</li><li>Performing data validation and quality assurance to ensure reporting accuracy.</li><li>Assisting with process improvement initiatives and operational efficiency projects.</li><li>Partnering with cross-functional teams to gather requirements and provide analytical support.</li><li>Conducting research, benchmarking, and competitive analysis as needed.</li><li>Documenting findings, recommendations, and project outcomes.</li><li>Supporting ad hoc reporting requests and special projects.</li></ul><p>** 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# Jr Financial Analyst **</p>