We are looking for an experienced Sr. Credit Analyst to support a growing finance organization in Santa Clara, California. This Long-term Contract position offers the opportunity to evaluate customer credit exposure, strengthen cash flow performance, and contribute to efficient order-to-cash operations. The role works closely with internal partners across finance and business teams to address risk, resolve payment issues, and support ongoing operational improvements.<br><br>Responsibilities:<br>• Evaluate customer financial health through detailed review of financial statements, annual filings, and related data to determine creditworthiness and recommend appropriate exposure limits.<br>• Oversee credit-related activities across the order-to-cash process, including onboarding support, account setup review, credit approval decisions, and order validation.<br>• Drive commercial collections efforts by following up on outstanding balances, researching payment delays, and working with customers to secure timely resolution.<br>• Reconcile customer accounts, investigate billing discrepancies, and coordinate dispute resolution to maintain accurate receivable balances.<br>• Review purchase orders, contractual terms, tax documentation, and entity details before order release to help ensure accurate shipment and invoicing.<br>• Collaborate with Sales, Legal, Tax, Order Management, Contracts, and Finance teams to address account issues and maintain compliance with company policies.<br>• Submit and manage invoices through customer payment platforms such as Ariba and Coupa while monitoring status and resolving submission issues.<br>• Contribute to process enhancements, acquisition-related integration support, and finance automation initiatives, including tools designed to improve collections efficiency.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<p><strong>LOCAL BAY AREA CANDIDATES ONLY</strong></p><p><br></p><p><strong>FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY</strong></p><p><br></p><p>As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Partner with business leaders to provide financial analysis and support decision-making.</p><p>Build financial models for forecasting, pricing, profitability, and investments.</p><p>Analyze monthly results, identify variances, and recommend improvements.</p><p>Support budgeting, forecasting, and long-range planning.</p><p>Standardize and improve financial processes, reporting, and analytics.</p><p>Automate reporting and enhance data quality through continuous improvement.</p><p>Prepare KPI dashboards, management reports, and executive presentations.</p><p>Collaborate with operations, engineering, supply chain, and accounting teams.</p><p>Support audits, compliance, and internal controls.</p><p>Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.</p><p>Develop a strong understanding of manufacturing operations and financial drivers.</p><p><br></p><p><br></p>
<p><strong>Financial Analyst</strong></p><p>The Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Partner with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul><p><br></p>
<p>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.</p><p>Responsibilities</p><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>
<p>Senior Financial Analyst – Full-Time Engagement Professional</p><p><strong>Robert Half Professional Staffing Engagement</strong></p><p><br></p><p>Robert Half is seeking an experienced <strong>Senior Financial Analyst</strong> 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.</p><p>Responsibilities</p><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><p><br></p><p><br></p>
We are looking for a Financial Analyst to join a contract opportunity with potential for a permanent role based in California. In this role, you will work closely with finance, investor relations, and business partners to support executive decision-making through thoughtful analysis, clear reporting, and actionable insights. This position is ideal for someone who enjoys translating financial and operational data into meaningful recommendations for senior leadership and board-level audiences.<br><br>Responsibilities:<br>• Collaborate with investor relations and internal stakeholders to prepare analysis and materials that support quarterly earnings activities and external messaging.<br>• Build a strong understanding of the company’s strategic direction, core offerings, and key financial indicators to inform planning and reporting.<br>• Partner with teams across the organization to evaluate financial performance, highlight emerging risks, and identify areas of opportunity for leadership review.<br>• Analyze business results and operational metrics, then convert findings into concise updates and recommendations for senior executives.<br>• Review external disclosures, market signals, and competitor information to help assess how the business may be viewed by investors and the broader market.<br>• Develop reporting packages, KPI summaries, and supporting analytics that strengthen communication with management and leadership teams.<br>• Recommend process improvements that increase consistency, simplify workflows, and support scalable financial operations as the organization grows.<br>• Create and enhance financial models, reporting tools, and infrastructure that improve automation and support business, operational, and external reporting needs.
<p>We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>
<p>We are looking for an Accounts Receivable Analyst to join a service-focused organization in Concord, California on a contract basis with the potential for a permanent position. In this role, you will oversee a large portfolio of enterprise customer accounts, combining analytical problem-solving with proactive collections support to improve payment performance and customer satisfaction. This opportunity is well suited for someone who can organize high-volume account activity, investigate billing and payment issues, and collaborate across teams to resolve obstacles efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee a high-volume portfolio of enterprise receivable accounts, tracking account status, prioritizing follow-up, and driving timely payment activity across a complex customer base.</p><p>• Investigate delinquent balances by researching billing details, purchase order issues, payment history, and account structure to determine the source of delays.</p><p>• Reconcile multifaceted customer accounts that may include numerous locations, services, and active account lines under a single client relationship.</p><p>• Partner with sales, customer care, branch teams, and customers to address disputes, remove barriers to payment, and improve the overall collections process.</p><p>• Carry out commercial collections activities, including outreach on past-due invoices, resolution of unpaid balances, and arrangement of practical payment solutions when appropriate.</p><p>• Respond to billing-related questions, refund requests, account adjustments, and dispute inquiries with a strong customer service mindset and attention to accuracy.</p><p>• Prepare customer-specific billing support and accommodate specialized invoicing needs to align with client requirements.</p><p>• Maintain complete and accurate account documentation in internal records to support collection efforts, account research, and follow-up actions.</p><p>• Help customers navigate payment access options, including portal support and alternative payment methods, to encourage faster resolution of outstanding balances.</p><p>• Contribute to projects and process-related assignments as needed, while helping organize and streamline large account groupings into a more manageable structure.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p>The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions. </p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes. </li><li>Partner with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.</p><p>• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.</p><p>• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.</p><p>• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.</p><p>• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.</p><p>• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.</p><p>• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.</p><p>• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.</p>
<p>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.</p><p><br></p><p>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.</p><p><br></p><p>For confidential consideration or additional information, please contact: <strong>Robyn Rosemon 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• 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.</p><p>• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.</p><p>• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.</p><p>• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.</p><p>• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.</p><p>• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.</p><p>• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.</p><p>• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.</p><p>• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.</p>
<p>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.</p><p><br></p><p>In this onsite role in Sonoma County, as a <strong>Senior Financial Analyst</strong>, 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.</p><p>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.</p><p>Key Responsibilities</p><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><p>Typical Client Projects</p><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><p><br></p>
<p>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. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><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>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.</p><p>• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.</p><p>• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.</p><p>• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.</p><p>• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.</p><p>• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.</p><p>• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain Power BI datasets, dataflows, semantic layers, and related reporting structures that support ongoing analytical and operational needs.</p><p>• Produce scheduled reports for business stakeholders, ensure timely distribution, and investigate reporting issues or data discrepancies when they arise.</p><p>• Partner with BI leadership on project-based analysis and ad hoc requests by creating reporting solutions, validating output, documenting methods, and testing updates.</p><p>• Create, publish, and enhance dashboards and reports in Power BI while following established request intake, prioritization, and change control practices.</p><p>• Oversee report refresh activities, monitor dashboard performance, and resolve data or processing issues to keep business intelligence products dependable.</p><p>• Carry out quality review procedures for new and existing reports to confirm that results are accurate, consistent, and aligned with business expectations before release.</p><p>• Improve report efficiency and scalability through data model refinement, query optimization, and targeted enhancements to the reporting environment.</p><p>• Maintain clear business and technical documentation, including metric definitions, report specifications, and supporting reference materials based on team standards.</p><p>• 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</p>
<p>We are looking for a detail-oriented Risk Management & Claims Coordinator to join a long-term contract opportunity in Lodi, California. This position supports risk-related claims activity by helping manage auto liability cases from initial review through resolution while working closely with internal partners and external claim stakeholders. The ideal candidate brings hands-on experience in claims administration, strong documentation skills, and the ability to interpret trends that can improve safety and risk outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Review incident reports and collect supporting details to help evaluate auto liability claims accurately and promptly.</p><p>• Maintain organized claim records, ensuring all case information, correspondence, and status updates are thoroughly documented.</p><p>• Partner with insurance carriers, brokers, third-party administrators, and adjusters to move claims forward and address outstanding issues.</p><p>• Track open claims, follow up on next steps, and help drive timely resolution through consistent coordination with involved parties.</p><p>• Examine loss data and recurring claim patterns to identify opportunities for risk reduction and stronger preventive practices.</p><p>• Contribute to safety and risk management efforts by sharing claim insights that support awareness and operational improvement.</p><p>• Assist with claim-related reporting and provide updates to stakeholders on activity, exposure, and resolution progress.</p><p>• Take on additional risk management assignments as needed to support departmental priorities and compliance objectives.</p>
We are looking for a Sr. Compliance Analyst to support marketing and customer communication review activities for financial products in San Francisco, California. This Long-term Contract position will focus on evaluating promotional content, identifying regulatory risk, and advising cross-functional teams on compliant campaign execution. The ideal candidate brings strong knowledge of financial services compliance, sharp analytical skills, and the ability to translate regulatory expectations into practical business guidance.<br><br>Responsibilities:<br>• Evaluate marketing assets and customer-facing materials to confirm that disclosures, pricing details, fees, and promotional statements align with applicable regulatory standards.<br>• Work closely with partners across Marketing, Legal, Product, and Risk to address compliance considerations during campaign planning, content development, and launch preparation.<br>• Review outbound communications before release to ensure consent language, opt-out options, and advertising requirements are properly incorporated.<br>• Conduct targeted testing, quality checks, and recurring reviews of campaigns to uncover compliance concerns and recommend corrective measures.<br>• Examine potential compliance incidents, document conclusions, and coordinate with business teams to drive prompt and effective remediation.<br>• Maintain organized records of approvals, supporting documentation, and audit history for internal review and regulatory examination readiness.<br>• Track regulatory updates and industry guidance, then help refine policies, procedures, and training content to keep practices current.<br>• Contribute to compliance frameworks by supporting risk assessments, procedure development, and educational efforts that strengthen control awareness across marketing functions.<br>• Prepare summaries, metrics, and risk-related reporting for leadership to support decision-making and ongoing process enhancement.
<p>Robert Half Management Resources is looking for an experienced Business Analytics/Data Analyst to support one of our clients on interim basis. This long-term contract position focuses on analyzing, transforming, and validating complex financial and operational data to help ensure accurate loading into a Workday environment. The role is ideal for someone who combines strong General Ledger knowledge with advanced Microsoft Fabric and Power BI capabilities. You will work alongside project, finance, and systems teams to improve data quality, strengthen reconciliation processes, and deliver actionable reporting throughout the engagement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead data preparation, transformation, and validation activities across multiple legacy financial and operational source systems for Workday-related data loads.</p><p>• Examine General Ledger data, chart of accounts relationships, and transaction-level records to confirm accuracy, completeness, and alignment with target structures.</p><p>• Design, enhance, and maintain Microsoft Fabric pipelines, staging layers, and data models that support large-scale enterprise analytics and migration work.</p><p>• Create Power BI dashboards and reconciliation reporting that provide visibility into data quality, exception tracking, migration status, and balancing results.</p><p>• Partner with finance stakeholders, functional leads, and subject matter experts to investigate discrepancies, clarify mapping rules, and resolve data issues.</p><p>• Perform detailed analysis of high-volume, multi-source datasets to identify anomalies, trends, and risks that could affect migration outcomes.</p><p>• Support testing, cutover readiness, and post-load verification activities by monitoring results and confirming that loaded data meets business expectations.</p>
<p>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.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Prepare, map, and transform legacy supply chain and procurement data for upload into Workday using approved conversion tools and templates.</p><p>• Perform detailed comparisons between source records and Workday data to confirm completeness, accuracy, and adherence to defined business rules.</p><p>• Investigate conversion failures and data-related defects, identify root causes, and coordinate fixes for issues affecting inventory, suppliers, requisitions, and purchasing records.</p><p>• Partner with functional leads, analysts, and implementation team members to address data discrepancies and keep conversion activities moving on schedule.</p><p>• Support unit, integration, and broader testing cycles by building reliable data sets and confirming converted information performs correctly in test environments.</p><p>• Use Excel, SQL, and related analysis tools to cleanse, reconcile, and organize large datasets for migration and validation activities.</p><p>• Track issues in project management or defect logging tools and provide clear updates on status, findings, and resolution progress.</p>
<p>A San Francisco–based law firm is seeking a Business Immigration Analyst (Entry Level) to support its high-volume corporate immigration practice. This is a contract-to-hire opportunity for a detail-oriented and motivated recent graduate or early-career professional who is interested in developing a long-term career in immigration law. The Business Immigration Analyst will play a key role in supporting attorneys and senior case staff with employment-based visa matters, including H-1B, L-1, TN, and PERM filings. Prior immigration experience is not required, but strong organizational skills and attention to detail are essential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with the preparation and filing of employment-based visa petitions, including H-1B, L-1, TN, and PERM applications</li><li>Draft forms, support letters, and petition packets under attorney supervision</li><li>Collect, organize, and review supporting documentation from clients and employees</li><li>Track case status and maintain accurate records in case management systems</li><li>Communicate with clients regarding case updates, document requests, and timelines</li><li>Ensure compliance with immigration regulations and filing requirements</li><li>Support attorneys and senior team members across all stages of case processing</li></ul>
<p>We are looking for a Lease Admin Analyst to support a global data center real estate portfolio. This Long-term Contract opportunity is suited to a detail-oriented candidate who can evaluate lease-related financial activity, interpret commercial contract terms, and maintain accurate portfolio records with minimal oversight. The role partners closely with asset management stakeholders to review invoices, monitor obligations, and help ensure payments and documentation align with lease agreements and vendor commitments.</p><p><br></p><p>Responsibilities:</p><p>• Review rent and lease-related invoices for accuracy, completeness, and alignment with commercial lease terms before approval or escalation.</p><p>• Support the administration of purchase orders by creating requests, tracking status, and confirming that budgeted funds are properly assigned across the leased asset portfolio.</p><p>• Act as a primary contact for accounts payable questions connected to lease activity, investigating billing issues and coordinating resolution with internal partners and asset managers.</p><p>• Perform reconciliations for assigned properties and portfolios to verify operating expenses and related charges are consistent with contractual agreements.</p><p>• Maintain reliable portfolio records and reporting for a complex global real estate environment, ensuring data remains current and organized.</p><p>• Assist with contract and document review by examining lease provisions, vendor obligations, and supporting materials tied to property and facilities operations.</p><p>• Track required compliance documentation and certificates from service providers to help maintain portfolio-wide adherence to operational and industry requirements.</p><p>• Prepare spreadsheet-based analyses and ad hoc reports that help stakeholders monitor invoices, obligations, and portfolio performance trends.</p><p>• Collaborate with cross-functional teams in a global setting to support lease administration activities and address issues that affect billing, documentation, or vendor compliance</p>