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17 results for Entry Level Financial Analyst in Stockton, CA

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance. This is a fully remote opportunity which can start immediately. Responsibilities: • Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability
2026-08-26T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
47.5 - 53 USD / Hourly
Our professional services client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement (possible contract-to-hire) This position supports regional and cross-functional financial planning, reporting, and forecasting activities while helping leaders make informed business decisions through clear analysis and reliable data. The role is well suited for a finance specialist who combines strong modeling skills with experience improving reporting processes, strengthening governance alignment, and turning complex financial information into practical insights. The role is expected to pay $47.50 - 53.00/hr. DOE and location, and is 100% remote. Responsibilities:• Lead the coordination and integration of financial and operational data across regions and business functions to support consistent reporting and planning• Prepare and deliver detailed financial reports for business partners and operational leadership, with emphasis on profitability, variances, trends, and resource utilization• Conduct in-depth analysis to identify performance patterns, explain anomalies, and provide recommendations that support operational and financial decisions• Partner with finance, accounting, data governance, and regional stakeholders to maintain reporting accuracy and alignment with enterprise standards• Drive process enhancements by introducing automation, streamlining reporting workflows, and improving the speed and reliability of recurring deliverables• Support quarterly forecast consolidation by working with regional leaders and finance partners to gather inputs that reflect current business conditions• Perform variance analysis against budgets and forecasts, determine root causes, and communicate findings to key stakeholders• Contribute to scenario modeling and prepare decision-support datasets for senior finance leaders and business partners• Assist with the evaluation and refinement of forecasting and reporting tools to improve scalability, usability, and efficiency• Provide guidance to team analysts on reporting practices, data validation techniques, and analytical approaches
2026-09-08T00:00:00Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Accountant - Entry Level

Modesto, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
We are looking for an entry-level Accountant to support financial operations for an organization in Modesto, California. This Long-term Contract position is well suited for someone who enjoys detailed accounting work, maintaining accurate records, and contributing to program-based financial reporting. The role focuses on core accounting duties tied to programs and compliance needs. Responsibilities:• Record and post journal entries in the general ledger while assisting with period-end and program close activities.• Review account activity, investigate discrepancies, and complete bank reconciliations to maintain accurate financial records.• Track financial transactions and supporting documentation for designated programs, including grant- and fund-related accounts.• Prepare invoices and billing documentation for assigned programs in accordance with reporting and funding requirements.• Compile and submit financial reports for oversight agencies, including reporting connected to government programs.• Maintain organized accounting records and ensure program files are current, complete, and audit ready.• Support accounts payable and accounts receivable processes by verifying transactions and helping resolve routine issues.
2026-09-11T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-09-10T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
45 - 58 USD / Hourly
We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution. For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. Job Duties<ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
2026-09-10T00:00:00Z

Financial Crimes Analyst - Hybrid

San Ramon, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Our client, a leading financial institution, is seeking a Financial Crimes Analyst to support a special project focused on fraud detection, transaction monitoring, AML compliance, and customer risk review. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with BSA/AML regulatory requirements and internal financial crimes policies. This is a HYBRID role. The ideal candidate will have experience in fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review within a banking or financial services environment. Key Responsibilities <ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct KYC, CIP, CDD, and EDD reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support BSA/AML compliance efforts by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul>
2026-09-02T00:00:00Z

Sr. Accountant/Analyst

Lathrop, CA
onsite
Temporary / Contract
33 - 37 USD / Hourly
We are looking for an experienced Sr. Accountant/Analyst to support core accounting operations while strengthening financial reporting and system-driven insights in San Joaquin County, California. This Long-term Contract position is ideal for a finance specialist who combines strong close and reconciliation experience with advanced reporting capabilities in ERPs. The person in this role will partner with finance leaders and operational stakeholders to improve reporting visibility, maintain data reliability, and support project-based finance system initiatives. Responsibilities:• Lead monthly close activities, including preparing and reviewing journal entries, maintaining the general ledger, and ensuring timely completion of assigned accounting tasks.• Perform detailed account and bank reconciliations, investigate discrepancies, and resolve outstanding items to preserve the accuracy of financial records.• Design, refine, and maintain financial and operational reports within Sage Intacct to provide clearer visibility into business performance.• Create dashboards, key performance indicators, and management reporting materials that help leadership make informed financial decisions.• Review data structure, report mapping, and output accuracy to ensure dependable reporting and consistency across finance systems.• Assist with implementation-related activities such as testing, data conversion support, and report validation for finance system projects.• Identify opportunities to streamline reporting workflows, reduce dependence on manual spreadsheets, and improve process efficiency.• Document reporting procedures and accounting workflows, and share knowledge with internal users to support effective ongoing use of tools and processes.
2026-08-21T00:00:00Z

Business Analytics/Data Analyst

San Ramon, CA
remote
Temporary / Contract
75 - 90 USD / Hourly
Robert Half Management Resources is looking for a Business Analytics/Data Analyst to support one of our clients on an interim basis. This role will contribute to Workday supply chain and procurement efforts by improving data quality, validating converted records, and resolving issues that affect system readiness. The position works closely with project stakeholders to ensure legacy information is accurately prepared, tested, and aligned with business rules in the target environment. Responsibilities:• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.
2026-09-11T00:00:00Z

Fraud Analyst

Concord, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Fraud Analyst

San Ramon, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

AML/KYC Analyst

San Ramon, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for an AML/KYC Analyst to support financial crimes compliance efforts through careful alert review, research, and case assessment in San Ramon, CA. This Long-term Contract position is well suited for a detail-oriented individual who can evaluate potentially suspicious activity, apply sound judgment, and produce clear investigative documentation. The role offers an opportunity to contribute to risk mitigation by analyzing transactional information, following regulatory expectations, and helping determine when additional review may be needed. Responsibilities: • Conduct first-level reviews of alerts to identify unusual or potentially suspicious financial activity.• Assess investigative findings and decide when matters should be referred for deeper examination.• Support the identification of situations that may warrant suspicious activity reporting based on documented evidence.• Examine account and transaction data, synthesize relevant information, and record conclusions with clarity and accuracy.• Perform targeted research using available systems and resources while maintaining compliance with applicable AML and KYC standards.• Maintain organized case records and ensure all investigative steps are documented in accordance with policy expectations.• Collaborate with compliance and risk stakeholders as needed to clarify findings and resolve alert-related questions.
2026-09-01T00:00:00Z

Business Systems Analyst III

San Ramon, CA
remote
Permanent / Full Time
94000 - 138000 USD / Yearly
Robert Half is seeking a Business Systems Analyst III to analyze business challenges and deliver technology solutions that improve processes, efficiency, and business outcomes. This role serves as a senior-level analyst responsible for requirements gathering, solution design, integrations, testing, implementation, documentation, and production support for Workday Financials, Payroll, and HCM. The ideal candidate has strong experience supporting enterprise applications, Workday integrations, business process optimization, and cross-functional collaboration between business and technical teams. What You'll Do Business Analysis & Solution Delivery Analyze business requirements and translate them into scalable system solutions. Ensure applications align with business objectives, operational processes, and strategic goals. Review and provide guidance on solution designs, requirements, and implementation approaches. Lead and support complex projects, system enhancements, and business process improvements. Develop implementation strategies in partnership with business stakeholders. Conduct fit-gap analysis and recommend solutions that balance business needs and technical capabilities. Ensure implemented solutions meet business and user requirements. Workday & Integration Support Support and maintain Workday Financials, Payroll, and HCM solutions. Lead integration analysis, documentation, testing, and post-production support activities. Analyze upstream and downstream system dependencies and integration impacts. Partner with developers, QA teams, and business users to deliver system enhancements and integrations. Ensure production support processes are in place for enterprise applications. Requirements, Testing & Documentation Gather, document, and validate detailed functional and technical requirements. Create process flows, business workflows, specifications, and supporting documentation. Plan and support unit, integration, user acceptance, and deployment testing activities. Track milestones, deliverables, dependencies, and project risks throughout the development lifecycle. Facilitate meetings, workshops, training sessions, and stakeholder communications. Process Improvement Provide guidance, mentoring, and day-to-day support to entry level Business Systems Analysts. Serve as a subject matter expert for Workday and enterprise business applications. Contribute to delivery standards, processes, and best practices. Support organizational change management initiatives and user adoption efforts. Collaborate with business leaders, technical teams, and project stakeholders to drive successful outcomes.
2026-08-18T00:00:00Z

Legal Bill Analyst

Walnut Creek, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
Our client, a well-established Fortune 500 organization, is seeking a Legal Bill Analyst to join its legal operations team for a 3-month contract period with possibily for extension. This role is ideal for a legal billing professional, legal bill reviewer, or workers' compensation defense legal support professional with strong analytical skills and experience evaluating legal invoices. The Legal Bill Analyst will primarily be responsible for reviewing and analyzing outside counsel invoices through CounselLink, ensuring billing practices align with company guidelines and determining whether charges are reasonable and appropriate. This position does not involve direct case handling but does require a solid understanding of workers' compensation defense matters to effectively evaluate billing activity and related documentation. This is a hybrid role with candidates expected to report on-site to the Walnut Creek office 3 days a week and work remotely 2 days a week. Key Responsibilities<ul><li>Review and analyze legal invoices submitted through CounselLink.</li><li>Evaluate billing entries for accuracy, reasonableness, and compliance with established billing guidelines.</li><li>Identify billing discrepancies, questionable charges, and guideline exceptions.</li><li>Communicate with internal stakeholders regarding invoice review findings and billing-related questions.</li><li>Review documents, correspondence, and claim-related information within the claims management system as needed to support invoice evaluations.</li><li>Apply knowledge of workers' compensation defense practices to assess the appropriateness of legal services billed.</li><li>Maintain accurate records and documentation of invoice review decisions.</li><li>Support legal operations and claims teams with additional billing and reporting-related projects as assigned.</li></ul>
2026-09-02T00:00:00Z

Finance Manager

Walnut Creek, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders. Responsibilities:<ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP&A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
2026-08-26T00:00:00Z

Workday Financials Functional Workstream Lead

San Ramon, CA
remote
Temporary / Contract
140 - 175 USD / Hourly
Robert Half Management Resources is looking for an experienced Workday Financials Functional Workstream Lead to support a long-term engagement with one of our clients. This position will guide enterprise finance transformation initiatives by aligning Workday Financial Management capabilities with business goals, operating models, and process improvements. The role requires a strong leader who can advise senior stakeholders, coordinate complex delivery efforts, and help organizations move from strategy through deployment and optimization. Responsibilities:• Lead the functional workstream for Workday Financials initiatives, coordinating planning, design, configuration, testing, deployment, and post-launch stabilization activities.• Partner with finance and executive stakeholders to shape future-state operating models and translate business priorities into practical Workday solutions.• Direct business process redesign across key finance cycles such as record-to-report, procure-to-pay, order-to-cash, cash management, and planning activities.• Oversee cross-functional teams and implementation partners to keep delivery milestones, governance, budgets, and risk management on track throughout the program lifecycle.• Provide guidance on the functional use of Workday Financial Management modules, including core financials, reporting, expenses, procurement, projects, grants, and planning-related capabilities.• Develop recommendations for data conversion, reporting, and system integration approaches connecting Workday with legacy platforms and external applications.• Support executive decision-making by presenting status updates, solution considerations, implementation risks, and readiness needs to senior business leaders.• Contribute to client-facing planning and solution discussions by helping define scope, estimate workstreams, and shape approaches for finance transformation programs.
2026-09-11T00:00:00Z

AML Analyst

San Ramon, CA
onsite
Temporary / Contract
30 - 30 USD / Hourly
Our client is seeking a detail-oriented AML Analyst to support financial crimes compliance efforts through Level 1 alert review and investigation. This role is ideal for professionals with experience in AML, risk, compliance, or financial crime investigations who bring strong analytical, research, and decision-making skills.The Staff AML Analyst will review transactional alerts, identify potentially suspicious activity, and determine when escalation is appropriate. This individual will also assist with case development and support potential SAR-related investigations while ensuring adherence to AML/BSA regulations and internal policies.Key Responsibilities:<ul><li>Review and investigate Level 1 alerts for potential suspicious activity</li><li>Analyze transactional activity and determine whether escalation is warranted</li><li>Assist in identifying cases that may require Suspicious Activity Report (SAR) filings</li><li>Conduct research and document findings clearly and accurately</li><li>Support AML/BSA compliance efforts in accordance with established policies and procedures</li><li>Perform investigative analysis using available systems, data, and reporting tools</li></ul>If interested, please call Xayvion at 925-267-8552.
2026-09-02T00:00:00Z