We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment.<br><br>Responsibilities:<br>• Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement.<br>• Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs.<br>• Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability.<br>• Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization.<br>• Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency.<br>• Monitor asset inventory data and investigate discrepancies to improve overall control and visibility.<br>• Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces.<br>• Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
<p>The <strong>Billing Analyst II</strong> will support B2B billing operations in a fast-paced e-commerce and SaaS environment. This fully remote role will focus on accurate invoicing, contract-based billing, reconciliations, and collaboration with global stakeholders.</p><ul><li>Calculate, generate, review, and deliver <strong>B2B invoices</strong></li><li>Review <strong>commercial contracts and billing terms</strong> to ensure accurate rates and charges</li><li>Process <strong>credit/debit memos</strong> and billing adjustments</li><li>Perform billing reconciliations and research discrepancies</li><li>Respond to billing inquiries and assist with dispute resolution</li><li>Support <strong>month-end close, billing controls, and audit requests</strong></li><li>Collaborate with cross-functional and global teams</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>We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p>This is an excellent opportunity for an analytically minded accounting or finance professional who enjoys working at the intersection of accounting, data, technology, and investment operations.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.</p><p>• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.</p><p>• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.</p><p>• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.</p><p>• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.</p><p>• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.</p><p>• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548** </p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p> </p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul><p><br></p>
We are looking for an experienced Payroll Analyst to support payroll issue analysis, testing coordination, and resolution efforts in San Ramon, California. This is a Long-term Contract position within the healthcare sector, suited for a hands-on, detail-oriented individual who can investigate discrepancies, interpret payroll results, and work effectively across multiple systems. The role calls for someone who can manage competing priorities, communicate clearly with stakeholders, and help drive payroll defects through to closure in a fast-paced environment.<br><br>Responsibilities:<br>• Investigate payroll exceptions and system-related issues by reviewing outputs, tracing root causes, and documenting findings clearly for resolution teams.<br>• Support payroll environment setup activities, data conversion validation, and catch-up transaction review to help maintain accuracy across impacted processes.<br>• Compare payroll test and parallel results, reconcile variances, and recommend corrective actions based on identified calculation or data issues.<br>• Manage defect intake by assessing priority, monitoring status, and escalating critical risks or blockers that may affect payroll delivery.<br>• Coordinate testing activities across teams, including planning schedules, validating process flows, and confirming issue remediation through retesting.<br>• Partner with internal stakeholders and external vendors to address integration-related issues affecting payroll data exchange and downstream processing.<br>• Track recurring problems and defect patterns, then provide practical insights to project leaders to support decision-making and risk mitigation.<br>• Prepare reports, summaries, and dashboards that highlight testing progress, defect trends, open issues, and completed corrective actions.<br>• Maintain organized records of test outcomes, resolutions, key decisions, and lessons learned to support future payroll validation efforts.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Enjoy putting your accounting knowledge to work while exploring new technology, working with data and spreadsheets, and finding smarter ways to get things done? If you're naturally curious about systems, tools, and process improvements, let's have a conversation!</p><p><br></p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
<p>📩 <strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>🚀 <strong>Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing</strong></p><p><br></p><p>📍 <strong>Menlo Park | Hybrid</strong></p><p><br></p><p>💰 <strong>6% 401(k) Match | Free Daily Meals | Exceptional Benefits</strong></p><p><br></p><p><br></p><p><strong>Want to break into private markets and work closer to the investment process?</strong></p><p><br></p><p>I’m working on a newly created opportunity with a <strong>$15+B global investment firm</strong> known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies.</p><p><br></p><p>This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution.</p><p><br></p><p>They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul><p><br></p>
<p>We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.</p><p>• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.</p><p>• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.</p><p>• Research account activity and related data sources to build well-supported investigative findings.</p><p>• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.</p><p>• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.</p><p>• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.</p>
<p>We are looking for an Accounts Receivable Analyst to join a manufacturing organization in Union City, California on a contract basis with the potential for a permanent position. This position supports daily receivables operations, trade promotion accounting, and core close activities while helping maintain accurate financial records. The ideal candidate is comfortable working across accounting and sales-related processes, investigating payment issues, and using data to improve visibility into deductions and outstanding balances.</p><p><br></p><p>This position is based onsite in Union City, CA.</p><p><br></p><p>Responsibilities:</p><p>• Review customer deductions and promotional claims, confirm proper backup, and align transactions with approved trade programs.</p><p>• Record incoming payments, apply cash accurately, and reconcile customer accounts to maintain current and reliable receivable balances.</p><p>• Investigate shortages, chargebacks, credits, and disputed items by coordinating with customers and internal business partners to resolve open issues.</p><p>• Track aging trends and support collection efforts to reduce overdue balances while preserving strong customer relationships.</p><p>• Prepare and post accounting entries related to deductions, discounts, accruals, commissions, and other assigned financial activity.</p><p>• Reconcile accounts such as accounts receivable and other balance sheet items, researching variances and correcting discrepancies as needed.</p><p>• Assist with month-end and year-end close by validating account activity, supporting accruals, and contributing to accurate financial reporting.</p><p>• Maintain data within trade promotion and related accounting systems, including customer, pricing, product, and accrual information.</p><p>• Contribute to audit support and process improvement initiatives that strengthen receivables controls and deduction management.</p><p>• Analyze spending patterns and exceptions tied to promotional programs, providing insight into budget alignment and unusual variances.</p>