<p>We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends.<br><br>Responsibilities:<br>• Develop and maintain financial models that support forecasting, budgeting, and business planning activities.<br>• Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities.<br>• Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods.<br>• Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects.<br>• Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy.<br>• Create reports and presentations that translate complex financial information into concise recommendations for stakeholders.<br>• Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
We are looking for a Sr. Financial Analyst to support financial planning, reporting, and strategic decision-making for a fast-moving organization in California. This Long-term Contract position is ideal for a finance specialist who combines strong modeling skills with hands-on experience in budgeting, forecasting, and operational expense management. The role partners closely with business leaders to deliver clear insights, improve financial visibility, and guide resource planning across key areas of the business.<br><br>Responsibilities:<br>• Develop and refine financial models that support planning activities, scenario analysis, and business decision-making.<br>• Lead operating expense planning by managing budgets, preparing forecasts, and tracking performance against financial targets.<br>• Evaluate vendor-related spending to identify trends, variances, and opportunities for improved cost control.<br>• Prepare recurring financial reports and presentation materials for leadership, translating data into actionable business insights.<br>• Partner with cross-functional stakeholders to review budget requests, provide financial guidance, and support approval processes.<br>• Analyze large data sets to improve reporting accuracy, streamline planning processes, and support ongoing finance initiatives.<br>• Support workforce planning by monitoring headcount trends and aligning staffing assumptions with budget expectations.<br>• Contribute to revenue forecasting and broader strategic finance projects as business needs evolve.
<p>We are looking for a Senior Finance Analyst to support a private equity environment in San Francisco, California. This Long-term Contract position is ideal for a finance specialist who brings strong analytical judgment, precision in account review, and experience working closely with accounting teams. The role centers on evaluating portfolio and investment data, interpreting agreement terms, and producing accurate financial insights that support informed decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Review valuation data and supporting schedules to identify accuracy issues, inconsistencies, and items requiring follow-up</p><p>• Consolidate portfolio deal activity across multiple investments and maintain organized tracking records using Excel-based analysis</p><p>• Perform detailed reconciliations of financial data, balances, and transaction activity to ensure completeness and reliability</p><p>• Assess investment terms and related agreements to determine allocation parameters, restrictions, and permissible investment treatment</p><p>• Partner closely with accounting personnel to research entries, validate financial records, and resolve reporting discrepancies</p><p>• Prepare analytical summaries and reporting materials that highlight portfolio activity, valuation movement, and key financial findings</p><p>• Monitor large volumes of transactional and portfolio information with a high degree of accuracy and attention to detail</p>
<p>Our client is seeking an interim IT SOX Analyst to strengthen the company’s compliance environment and support reliable IT controls over financial reporting. This interim engagement is ideal for someone who combines strong technical understanding with a careful, process-driven approach to Sarbanes-Oxley compliance. The role works closely with IT, Finance, Operations, and audit partners to evaluate control effectiveness, document processes, and help address control gaps. You will play an important part in maintaining a well-governed control framework across key systems and technology processes. This is a 100% remote opportunity and expected to pay between $50-$60 DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Contribute to the ongoing administration of the IT SOX compliance program, with primary attention on IT general controls and related financial reporting risks</p><p>• Meet with system administrators and business stakeholders to map processes, identify key control points, and maintain accurate risk and control documentation</p><p>• Prepare and revise process narratives, control matrices, flow documentation, and testing materials so they reflect current system activities and control design</p><p>• Perform testing of IT-dependent and automated controls in line with compliance expectations and auditor requirements, documenting results with clarity and precision</p><p>• Monitor identified control issues through remediation, confirm corrective actions are completed, and maintain status reporting on open items</p><p>• Assist with annual scoping exercises and IT risk assessments to determine which systems, applications, and processes fall within the SOX program</p><p>• Review planned system implementations, enhancements, and significant technology changes to assess potential effects on internal control requirements</p><p>• Coordinate with Finance, Operations, and IT teams to promote consistent execution of control activities and timely support for audit-related requests</p><p>• Provide internal and external auditors with organized evidence, explanations, and supporting documentation related to IT controls and compliance activities</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>We are looking for a Senior Business Systems Analyst (NetSuite) to lead and optimize enterprise planning capabilities in San Francisco, California. This position works closely with Finance, FP& A, Supply Chain, and Technology teams to shape scalable planning solutions, strengthen system performance, and support informed business decisions. The role combines platform ownership, cross-functional collaboration, and process improvement to help teams plan more effectively and operate with greater consistency.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary administrator for the Pigment platform, overseeing configuration, user access, security settings, testing activities, and production releases.</p><p>• Design, enhance, and maintain planning models that support financial forecasting, workforce planning, operating expenses, capital investments, and supply chain planning processes.</p><p>• Partner with business stakeholders to convert operational and financial planning needs into system solutions, ensuring models reflect accurate logic, assumptions, and approval flows.</p><p>• Coordinate with data and architecture teams to support integrations between Pigment and connected source systems, while resolving data flow issues and maintaining reliable information exchange.</p><p>• Establish and manage structured change control practices, including impact reviews, approval tracking, release documentation, and audit-ready records.</p><p>• Act as a key escalation point for platform-related issues, driving troubleshooting efforts and helping users resolve functional challenges efficiently.</p><p>• Create training materials, user guides, and internal documentation that promote adoption, improve self-service capabilities, and reduce reliance on ad hoc support.</p><p>• Identify opportunities to expand platform functionality by evaluating new features, recommending enhancements, and supporting continuous improvement initiatives across planning operations.</p>
We are looking for an experienced Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business deliver accurate, compliant messaging while partnering closely with cross-functional teams to reduce regulatory risk. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory expectations into practical guidance, documentation, and reporting.<br><br>Responsibilities:<br>• Evaluate marketing and promotional materials for financial products to confirm disclosures, pricing details, fee information, and claims align with applicable regulatory standards.<br>• Collaborate with Marketing, Legal, Product, and Risk partners to identify potential compliance concerns and advise teams during campaign planning, review, and launch activities.<br>• Assess customer-facing communications before release to ensure consent language, opt-out instructions, required notices, and advertising expectations are properly addressed.<br>• Conduct compliance testing, quality checks, and periodic reviews of campaigns and related materials to detect gaps and recommend corrective measures.<br>• Research potential compliance issues, document observations clearly, and work with stakeholders to drive timely remediation and issue resolution.<br>• Maintain organized records of reviews, approvals, supporting evidence, and audit documentation for internal oversight and regulatory examinations.<br>• Track changes in regulatory requirements and industry guidance, then recommend updates to policies, procedures, and training content as needed.<br>• Contribute to compliance program enhancements by supporting risk assessments, procedural development, and employee education across marketing and acquisition functions.<br>• Prepare summaries, metrics, and presentations for management to communicate findings, highlight risk trends, and support process improvements.
We are looking for a Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business meet regulatory expectations by reviewing promotional content, assessing compliance risk, and advising cross-functional partners on compliant execution. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory requirements into practical guidance for Marketing, Legal, Product, and Risk teams.<br><br>Responsibilities:<br>• Evaluate marketing and advertising materials for financial products to confirm disclosures, pricing details, promotional statements, and fee information align with applicable regulations.<br>• Advise business partners across Marketing, Legal, Product, and Risk on compliance considerations during campaign planning, review, and launch activities.<br>• Examine customer-facing communications before release to ensure consent language, opt-out options, and required notices are properly presented.<br>• Perform compliance testing, quality reviews, and recurring audits of campaigns and related materials to detect control weaknesses and regulatory exposure.<br>• Research potential compliance concerns, document observations, and work with stakeholders to drive corrective actions within established timelines.<br>• Maintain organized records of approvals, review decisions, and supporting documentation to strengthen audit readiness and regulatory examination support.<br>• Track changes in regulatory expectations and industry guidance, then recommend updates to policies, procedures, and training resources.<br>• Contribute to risk assessments, compliance procedures, and employee education efforts that reinforce sound practices across marketing and customer acquisition activities.<br>• Prepare summaries, metrics, and presentations on compliance results and risk themes to support leadership decision-making and ongoing process improvement.
We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
We are looking for a Senior Business Systems Analyst (Pigment) to lead the administration and evolution of our enterprise planning platform in San Francisco, California. In this role, you will work across Finance, FP& A, Supply Chain, and IT to turn planning needs into scalable system solutions that improve decision-making and operational visibility. This position combines business analysis, platform configuration, and cross-functional partnership to support reliable planning processes and strong user adoption.<br><br>Responsibilities:<br>• Serve as the primary owner of the Pigment platform, overseeing administration, security access, configuration, testing, releases, and ongoing support.<br>• Design, enhance, and maintain planning models that support financial forecasting, operating expenses, capital planning, workforce planning, and supply chain operations.<br>• Partner with business stakeholders to translate planning objectives into system functionality, data structures, and process improvements.<br>• Coordinate with data and enterprise architecture teams to manage integrations between Pigment and connected source systems, while resolving data flow and performance issues.<br>• Establish and run change governance practices, including impact assessment, approval workflows, release coordination, and documentation of updates.<br>• Act as the main point of escalation for platform-related issues, driving root-cause analysis and timely resolution for business users.<br>• Develop user guides, training materials, and process documentation to strengthen self-service capabilities and improve adoption across teams.<br>• Identify opportunities to expand platform capabilities through new features, model enhancements, and additional data connections aligned with business priorities.
<p>We are looking for an experienced Senior Tax Manager to lead corporate tax activities for a growing organization in Fremont, California. This role will oversee income tax reporting and compliance while partnering with internal stakeholders to support accurate, timely filings and effective tax planning. The ideal candidate brings strong technical knowledge of corporate income tax, a proactive mindset, and the ability to guide complex tax matters with confidence.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead global tax operations, including compliance, reporting, tax planning, transfer pricing, and audit management.</li><li>Oversee U.S. and international tax filings, quarterly and annual tax provisions, and indirect tax requirements (sales tax, VAT, GST).</li><li>Partner with finance and accounting teams worldwide to address tax matters and ensure accurate tax reporting and disclosures.</li><li>Develop and implement tax strategies related to business transactions, restructurings, acquisitions, and intercompany activities.</li><li>Manage relationships with external tax advisors and support parent company reporting requirements.</li><li>Monitor changes in tax laws, improve tax processes, and assist with cross-functional initiatives and special projects.</li></ul><p><br></p>
<p>Our client is seeking a Data Scientist II – Generative AI to join a cutting-edge team focused on building scalable, production-ready AI solutions that transform business workflows and deliver measurable impact across global operations. This role is ideal for professionals passionate about leveraging Generative AI technologies, creating intelligent agents, and driving innovation at scale.</p><p><br></p><p>You will design and implement GenAI-powered agents that streamline internal processes, enhance productivity, and support business development initiatives. Responsibilities include developing robust prompt engineering frameworks, building RAG pipelines, and converting prototypes into production-ready solutions. You’ll collaborate closely with engineering and business teams to ensure solutions meet diverse client needs and are optimized for global deployment.</p><p><br></p><p>Key projects include extending the company’s GPT platform, creating AI agents that improve efficiencies for RFP development, onboarding materials, and SOW requirements. Success in this role means quickly ramping up on backlog projects, delivering high-priority initiatives, and staying ahead of emerging GenAI frameworks to continuously advance internal AI capabilities.</p>