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17 results for Treasury Analyst in Santa Rosa, CA

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Senior Financial Analyst – Full-Time Engagement ProfessionalRobert Half Professional Staffing Engagement Robert Half is seeking an experienced Senior Financial Analyst for a full-time engagement opportunity with one of our valued clients. This role is ideal for a seasoned finance professional with expertise in financial planning and analysis (FP&A), financial modeling, budgeting, forecasting, and strategic business partnering. The ideal candidate will provide meaningful financial insights, influence key business decisions, and support executive leadership through data-driven analysis and reporting.Responsibilities<ul><li>Lead the preparation of financial analyses, executive reports, and performance dashboards</li><li>Develop and maintain complex financial models to support budgeting, forecasting, long-range planning, and strategic initiatives</li><li>Analyze monthly, quarterly, and annual financial results, providing detailed variance analysis and actionable recommendations</li><li>Lead annual budgeting and rolling forecast processes in partnership with department leaders</li><li>Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities to improve business performance</li><li>Partner with cross-functional teams to evaluate financial performance, support operational initiatives, and drive strategic decision-making</li><li>Perform profitability, pricing, capital investment, and cost-benefit analyses</li><li>Prepare presentations and financial summaries for senior leadership and executive management</li><li>Support mergers and acquisitions, business case development, and special finance projects as needed</li><li>Ensure the accuracy and integrity of financial reporting, models, and analytical data</li><li>Identify and implement process improvements to enhance reporting efficiency and financial planning capabilities</li></ul>
2026-07-20T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the company's budgeting, forecasting, financial modeling, and strategic planning efforts. This role partners closely with Finance leadership and business stakeholders to analyze financial performance, identify trends, and provide insights that support operational and executive decision-making.Responsibilities<ul><li>Prepare annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Develop and maintain financial models to support business planning and scenario analysis.</li><li>Analyze monthly financial results and explain budget-to-actual variances.</li><li>Prepare executive reporting packages, dashboards, and KPI reporting.</li><li>Partner with department leaders to develop budgets and monitor spending.</li><li>Support month-end reporting, board presentations, and ad hoc financial analysis.</li><li>Identify opportunities to improve financial reporting processes and forecasting accuracy.</li></ul>
2026-07-20T00:00:00Z

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-07-29T00:00:00Z

Sr. Financial Analyst

Rohnert Park, CA
onsite
Temporary / Contract
40 - 52 USD / Hourly
Robert Half's Full-Time Engagement Professionals (FTEP) Program offers accounting and finance professionals the unique opportunity to enjoy the stability of full-time employment while gaining exposure to a variety of companies, industries, systems, and strategic initiatives. In this onsite role in Sonoma County, as a Senior Financial Analyst, you will support clients across the Bay Area on high-impact projects involving FP&A, financial modeling, budgeting, forecasting, reporting, business partnering, and process improvement initiatives. Assignments may range from supporting high-growth startups to established public companies, private equity-backed organizations, nonprofits, healthcare organizations, and manufacturing businesses.This role is ideal for a finance professional who enjoys solving complex business challenges, quickly adapting to new environments, and serving as a trusted advisor to executive leadership teams.Key Responsibilities<ul><li>Develop and maintain annual budgets, rolling forecasts, and long-range financial plans.</li><li>Build and enhance financial models to support strategic decision-making, business cases, and investment analyses.</li><li>Analyze revenue, operating expenses, cash flow, profitability, and key business metrics.</li><li>Prepare monthly, quarterly, and annual financial reporting packages for executive leadership.</li><li>Partner with department leaders to identify trends, risks, opportunities, and cost-saving initiatives.</li><li>Create dashboard reporting and KPI analysis to improve business visibility and decision-making.</li><li>Support M&A activities, including due diligence, acquisition modeling, and post-acquisition integration analysis.</li><li>Conduct variance analysis and provide actionable recommendations to management.</li><li>Assist with board, investor, and executive-level presentations.</li><li>Evaluate business processes and implement reporting automation and efficiency improvements.</li><li>Support ERP implementations, system conversions, and reporting enhancements.</li><li>Collaborate cross-functionally with Accounting, Operations, Sales, HR, and Executive Leadership teams.</li></ul>Typical Client Projects<ul><li>Building forecasting models from scratch for rapidly growing organizations.</li><li>Supporting budgeting and planning cycles during periods of transformation.</li><li>Performing profitability and margin analysis across products, customers, or business units.</li><li>Creating executive dashboards and KPI reporting packages.</li><li>Assisting with fundraising, investor reporting, or strategic planning initiatives.</li><li>Providing interim FP&A leadership during employee leave, turnover, or organizational restructuring.</li><li>Supporting mergers, acquisitions, divestitures, and integration projects.</li><li>Leading financial analysis efforts during ERP implementations and business process transformations.</li></ul>
2026-07-30T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
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. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<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>
2026-07-24T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
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. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-07-08T00:00:00Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-07-17T00:00:00Z

Wealth Analyst - Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 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.
2026-07-21T00:00:00Z

Conflicts Analyst

San Francisco, CA
remote
Temporary / Contract
45.44 - 50.46 USD / Hourly
About the OpportunityRobert Half is partnering with a mission-driven nonprofit legal organization that is nationally recognized for its impact and commitment to public interest advocacy. The organization is seeking a Temporary Conflicts Analyst to support its Legal Operations team during a period of transition. This is an excellent opportunity for a detail-oriented legal professional to contribute to a collaborative environment while gaining experience with sophisticated conflicts and risk management processes. Position OverviewThe Temporary Conflicts Analyst will assist with reviewing new matters and prospective hires, identifying potential conflicts, and supporting compliance with internal policies and professional responsibility requirements. This is a full-time contract position (37.5 hours per week) that can be performed remotely or on a hybrid basis. The assignment is expected to run through January 2027 on a strict contract basis. Key Responsibilities<ul><li>Conduct conflicts searches and analysis to support compliance with professional conduct rules, regulatory requirements, and internal policies.</li><li>Review new matter requests and conflicts submissions, obtaining additional information when necessary.</li><li>Process and evaluate conflicts checks for prospective hires.</li><li>Utilize Intapp to conduct searches, prepare reports, and analyze potential conflicts issues.</li><li>Perform corporate and organizational research to support conflicts reviews.</li><li>Summarize findings and escalate potential conflicts to appropriate stakeholders for further review.</li><li>Maintain accurate records and documentation related to conflicts review and resolution.</li><li>Assist with special projects and other legal operations initiatives as needed.</li></ul>
2026-07-28T00:00:00Z

Supply Chain Analyst

Benicia, CA
onsite
Temporary to Hire
32 - 36.5 USD / Hourly
We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment. Responsibilities:• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.
2026-07-28T00:00:00Z

Power BI Analyst

San Francisco, CA
remote
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a Power BI Analyst to join a healthcare organization in San Francisco, California on a contract basis. In this role, you will turn operational and business data into clear, reliable reporting tools that support decision-making across the organization. The position is well suited for someone who combines business analysis expertise with strong Power BI development skills and a careful approach to data accuracy, documentation, and process improvement. Responsibilities:• Build and maintain Power BI datasets, dataflows, semantic layers, and related reporting structures that support ongoing analytical and operational needs.• Produce scheduled reports for business stakeholders, ensure timely distribution, and investigate reporting issues or data discrepancies when they arise.• Partner with BI leadership on project-based analysis and ad hoc requests by creating reporting solutions, validating output, documenting methods, and testing updates.• Create, publish, and enhance dashboards and reports in Power BI while following established request intake, prioritization, and change control practices.• Oversee report refresh activities, monitor dashboard performance, and resolve data or processing issues to keep business intelligence products dependable.• Carry out quality review procedures for new and existing reports to confirm that results are accurate, consistent, and aligned with business expectations before release.• Improve report efficiency and scalability through data model refinement, query optimization, and targeted enhancements to the reporting environment.• Maintain clear business and technical documentation, including metric definitions, report specifications, and supporting reference materials based on team standards.• Reconcile and validate data across multiple source systems to strengthen confidence in reporting outputs and support data warehouse improvement efforts through testing and implementation assistance
2026-07-29T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-07-06T00:00:00Z

Accounting Specialist

Emeryville, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking an Accounting Specialist for a 3 to 6 month contract opportunity. This role will support day-to-day accounting operations with a primary focus on accounts payable, accounts receivable, and light bookkeeping tasks. This is a great opportunity for someone who is detail-oriented, organized, and comfortable working in a fast-paced environment. Key Responsibilities:<ul><li>Process accounts payable transactions, including invoice review, coding, and payment processing</li><li>Manage accounts receivable activities, including invoicing, payment posting, and follow-up on outstanding balances</li><li>Perform light bookkeeping duties such as account reconciliations, data entry, and maintaining accurate financial records</li><li>Assist with month-end close support as needed</li><li>Maintain organized and accurate documentation for accounting transactions</li><li>Communicate with vendors, customers, and internal team members regarding payment and billing questions</li><li>Help ensure timely and accurate processing of financial information</li></ul>
2026-07-29T00:00:00Z

Accounting Specialist

Mill Valley, CA
onsite
Temporary / Contract
26 - 35 USD / Hourly
Robert Half is partnering with a reputable organization in Mill Valley, looking for an Accounting Specialist for a 2 month contract. The role offers the opportunity to work closely with finance leadership on reporting tools and operational priorities while also supporting day-to-day accounting operations. Responsibilities:• Manage a high volume of accounts payable transactions, including coding invoices, entering payment data, and maintaining accurate vendor records.• Examine invoices and supporting materials to confirm approvals, correct account assignment, and compliance with established procedures.• Investigate payment issues and resolve discrepancies by working with internal departments and external vendors.• Collaborate with finance leadership to build and refine financial dashboards, reports, and performance measures within a new procurement platform.• Analyze data from multiple financial sources, verify accuracy, and assist with testing and improving reporting outputs for management use.• Contribute to fiscal year-end close activities by preparing schedules, reconciling accounts, and organizing documentation for audit review.• Respond to audit and finance-related requests by gathering records, clarifying transactions, and assisting with special accounting projects as needed.
2026-07-30T00:00:00Z

Accounting Specialist

Oakland, CA
onsite
Temporary to Hire
35 - 40 USD / Hourly
We are looking for an Accounting Specialist to support day-to-day financial operations for a team in Oakland, California. This contract-to-permanent opportunity is ideal for someone who brings strong experience across payables, receivables, billing, and account reconciliation, and who can help maintain accurate records in a fast-paced environment. The role also involves payroll-related reconciliations and coordination with compensation- and benefits-related accounting activities. Responsibilities: • Process vendor invoices, verify supporting documentation, and ensure timely and accurate payment of approved expenses. • Manage customer invoicing activities, monitor incoming payments, and follow up on outstanding balances to support healthy cash flow. • Perform regular reconciliations for general ledger accounts and resolve discrepancies through detailed research and documentation. • Support recurring billing cycles by preparing accurate charges, reviewing exceptions, and maintaining complete transaction records. • Assist with accounting operations tied to payroll, including reconciliation of payroll entries, bonus or commission items, and deferred compensation activity. • Work within accounting and payroll platforms such as Dayforce, Ceridian, and UKG Pro to maintain data accuracy and support financial reporting needs. • Prepare journal entries and account analyses that contribute to month-end close accuracy and overall financial integrity. • Partner with internal stakeholders to address payment issues, clarify billing questions, and improve the efficiency of accounting workflows.
2026-07-15T00:00:00Z

Accounting Specialist

Fairfield, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for an Accounting Specialist to support financial operations for a growing construction-focused organization in Fairfield, California. This Long-term Contract position offers the opportunity to play a key role in maintaining accurate reporting, strengthening day-to-day accounting processes, and providing financial insight that supports business decisions. The person in this role will partner with leadership and operational teams to help keep projects financially organized, compliant, and on track. Responsibilities: • Direct daily accounting activities across payables, receivables, billing, reconciliations, and payroll-related support to maintain accurate financial records. • Produce monthly, quarterly, and annual financial reports while helping ensure completeness, accuracy, and timeliness of all supporting data. • Review project-level financial performance by tracking budgets, job costs, and margin trends across multiple active construction assignments. • Assist with audit preparation and tax support by organizing schedules, records, and documentation required for external review. • Work closely with project leaders and company management to deliver financial updates, cost visibility, and reporting that informs planning decisions. • Maintain oversight of construction-related administrative records such as insurance documentation, lien tracking, and claim support as needed. • Reconcile general ledger activity and investigate discrepancies to improve financial accuracy and consistency across reporting cycles. • Help strengthen office and accounting workflows by keeping records organized and supporting efficient financial operations in a fast-paced environment.
2026-07-20T00:00:00Z

Accounting Specialist

Petaluma, CA
onsite
Temporary to Hire
31.6635 - 36.663 USD / Hourly
We are looking for an Accounting Specialist to join a growing team in California. This contract-to-permanent opportunity is ideal for someone who enjoys keeping financial operations organized, accurate, and on schedule in a fast-moving environment. The position will contribute to reporting, reconciliations, and daily accounting support while partnering with colleagues to strengthen processes and maintain reliable financial data. Responsibilities: • Reconcile general ledger accounts and research variances to resolve outstanding issues accurately and promptly. • Prepare and share recurring financial reports that help management monitor performance and make informed decisions. • Support day-to-day accounts payable and accounts receivable activities, including billing-related tasks, within a technology-driven accounting environment. • Maintain complete and accurate accounting records by reviewing entries and safeguarding data consistency across financial systems. • Assist the team with process improvement efforts and provide accounting support during software updates or conversion-related activities. • Work closely with accounting staff to meet deadlines and ensure core departmental deliverables are completed with precision. • Help monitor routine accounting functions to promote compliance, accuracy, and efficient month-to-month operations.
2026-07-30T00:00:00Z