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46 results for Senior Financial Analyst in San Francisco, CA

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Our CPG client in San Leandro is seeking and interim Sr. Revenue Analyst for a 3+ month engagement. As a Sr. Revenue Analyst, you will work within the Revenue Growth Management team and work on initiatives related to sales planning, trade promotion management, and revenue growth management for the sales organization. This is a hybrid role (3 days/week onsite) and is expected to pay between $65-$75/hr. DOE.

Responsibilities:

• Oversee the design of reports for cross-functional use at various levels in the organization

• Guide the analyst team in identifying opportunities within customer Profit & Loss statements including trade promotions, mix management, trade damages, and markdowns

• Develop and maintain Revenue Growth Management Reporting/Dashboards, primarily within Power BI

• Lead the team in executing and communicating analytics related to Sales Spend budget in the organization

• Monitor and report on category dynamics including pricing, promotion, and portfolio across key customers

• Develop scenario planning models for elasticity analysis

• Oversee analytics team in forecasting and reconciling gaps in Bottom-up plan and budget

• Evaluate base and promoted pricing strategy and leverage findings to inform channel pricing strategy

• Lead the preparation of content & meeting templates for Sales Plan Dialogue meetings

• Project sales trade spend liability at key financial milestones such as LE, Budget, Full Year Results

• Applicants must have a minimum of 5 years of experience in a similar role as a Sr. Financial Analyst.
• Proficiency in Microsoft Power BI is essential for this role.
• Candidates should be adept at using Microsoft Excel for financial analysis and reporting.
• Applicants should have a proven track record of analyzing revenues to identify trends and opportunities.
• Demonstrated ability to drive revenue growth through strategic financial planning and forecasting is required.
• Experience in pricing analysis to inform business decisions and strategies is a must.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

46 results for Senior Financial Analyst in San Francisco, CA

Sr. Financial Analyst Our CPG client in San Leandro is seeking and interim Sr. Revenue Analyst for a 3+ month engagement. As a Sr. Revenue Analyst, you will work within the Revenue Growth Management team and work on initiatives related to sales planning, trade promotion management, and revenue growth management for the sales organization. This is a hybrid role (3 days/week onsite) and is expected to pay between $65-$75/hr. DOE. Responsibilities: • Oversee the design of reports for cross-functional use at various levels in the organization• Guide the analyst team in identifying opportunities within customer Profit & Loss statements including trade promotions, mix management, trade damages, and markdowns• Develop and maintain Revenue Growth Management Reporting/Dashboards, primarily within Power BI• Lead the team in executing and communicating analytics related to Sales Spend budget in the organization• Monitor and report on category dynamics including pricing, promotion, and portfolio across key customers• Develop scenario planning models for elasticity analysis• Oversee analytics team in forecasting and reconciling gaps in Bottom-up plan and budget• Evaluate base and promoted pricing strategy and leverage findings to inform channel pricing strategy• Lead the preparation of content & meeting templates for Sales Plan Dialogue meetings• Project sales trade spend liability at key financial milestones such as LE, Budget, Full Year Results

Financial Analyst - Entry Level We are offering a short term contract employment opportunity for a Financial Analyst - Entry Level in Foster City, California. This role is primarily in the wealth management sector where the candidate will be expected to aid in a significant project. Responsibilities: • Ensure the accuracy of data within investment management accounts and trades. • Leverage Salesforce and Excel for efficient data management and comprehensive reporting. • Contribute significantly to the success of the project within a detail oriented wealth management setting. • Identify and highlight discrepancies in data comparisons. • Execute heavy data analysis using Excel and other accounting software systems. • Carry out auditing and budget processes as part of the job function. • Utilize CRM and the Salesforce platform for effective customer relationship management. • Apply data mining techniques to gather relevant information. • Perform capital management and other accounting functions as necessary. • Use ADP - Financial Services and Crystal Reports for financial operations.

Financial Analyst (Venture Capital Firm) Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a San Francisco-based venture capital firm, invests in blockchain, crypto, and fintech, blending startup innovation with institutional expertise. As a Finance Associate, you’ll work closely with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio company engagement. This dynamic role offers growth, autonomy, and the chance to shape the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

CFO We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>

Financial Planning & Analysis Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS SR. FINANCIAL ANALYST - hybrid role of finance and some accounting Responsibilities:Perform highly specialized and complex financial analysis, budget analysis, and related fiscal functions for a large and diverse hospital service line/department or is responsible for coordinating a major budget/financial analysis program in the Hospital Finance Department. Duties include financial planning, forecasting and modeling, budget development, performance monitoring and management reporting. Prepareand provide complex analysis for special and high-level reports for review at the executive level. Track expenses for various cost centers. Provide leadership in the fiscal planning process and recommends process improvements.

Fund Accountant / Financial Analyst - Venture Capital *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Fund Accountant / Financial AnalystSan Francisco Bay AreaHybrid - 2 Days on-site$110k-115k Base + Generous Bonus + Carry! Ready to break out of public accounting? Join a top Venture Capital firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Manage deal lifecycle, reporting, and collaboration with legal teams.</li><li>Evaluate deal terms, structure transactions, and support exits.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>

Financial Analyst - Fund Accountant - Venture Firm *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Ready to break out of public accounting? Join a top VC firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. San Francisco Bay AreaHybrid - 2 Days on-site$110-115k Base + Generous Bonus + Carry! Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Investment Analyst *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.We’re looking for an Investment Analyst to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.Key Responsibilities<ul><li>Support Fundraising: Prepare investor materials, including detailed presentations and due diligence reports.</li><li>Fund Analysis: Evaluate fund structures, performance, and investor profiles.</li><li>Investor Engagement: Coordinate communication with LPs, internal teams, and senior leadership.</li><li>Data Integrity: Manage investor databases and marketing materials with accuracy.</li><li>Market Research: Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul>Why Join?<ul><li>Direct exposure to top-tier private equity and venture capital firms.</li><li>Hands-on mentorship from senior leadership, including the CEO.</li><li>Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

CFO - Chief Financial Officer Our non-profit client in Oakland is seeking in interim hands-on Chief Financial Officer (CFO) for a 2+ month engagement. As a CFO, your key responsibilities would revolve around managing financial functions, including budgeting, forecasting, cash flow management, and overseeing investments. This role entails regular interaction with the board of directors and other senior management members. This is a 100% remote role and expected to pay between $80-$100/hr. DOE. Responsibilities:• Oversee the financial planning, budgeting, and forecasting processes• Manage the organization's cash flow and treasury functions to ensure financial stability• Engage in strategic financial decisions and provide financial insights to the board and other top management• Use financial software tools such as Paycom, Sage Intacct, and Concur for financial management and reporting• Ensure accuracy and integrity in financial reporting and compliance with financial regulations and standards• Work closely with the Controller and Finance Manager to identify and address financial issues and gaps• Participate in board meetings and present financial reports and updates• Develop and implement financial policies and procedures that align with the organization's mission and goals• Manage the organization's investment portfolio to ensure it is aligned with the organization's financial objectives• Oversee the allocation and expenditure of the organization's resources in line with contractual agreements and program objectives

Sr. Compliance Analyst A leading Workforce Management Software Company based in San Francisco, CA, is seeking a Senior EDD Compliance Analyst to join their growing compliance team on a fully remote, open-ended contract basis.This role requires a senior-level compliance professional with a unique mix of 1st line operational execution and 2nd line advisory experience. The ideal candidate will be able to work independently, conduct deep-dive Enhanced Due Diligence (EDD) reviews, and contribute meaningfully to the design, maintenance, and advisory support of compliance frameworks and policies. Key Responsibilities:<ul><li>Conduct comprehensive EDD reviews on high-risk customers, including drafting detailed narratives, performing risk assessments, and recommending next steps.</li><li>Support 2nd line compliance functions by developing and maintaining policies and procedures, updating compliance frameworks, and advising on regulatory requirements.</li><li>Collaborate with cross-functional teams (Legal, Risk, Operations) to ensure alignment between regulatory expectations and internal policies.</li><li>Advise on internal controls and implement best practices based on evolving regulatory guidance and emerging risk trends.</li><li>Identify red flags and risk indicators during the EDD process and ensure robust documentation of review findings.</li><li>Remain current on AML/KYC regulatory developments and integrate updates into the compliance program accordingly.</li></ul>

Sr. Staff Accountant and Analyst We are in search of a Sr. Staff Accountant and Analyst to be a part of our team. Situated in Petaluma, California, this role involves handling accounting tasks and supporting financial planning and analysis. The role requires managing general ledger accounting functions and conducting data analysis to deliver insights that bolster business decisions. Responsibilities • Ensure accurate and efficient processing of customer credit applications • Maintain precise customer credit records • Monitor customer accounts and take the necessary course of action • Post monthly journal entries to the general ledger and validate the accuracy between workpapers and WTB • Conduct monthly reconciliation of inventory to actual, including allocating COGS related to ongoing projects • Prepare and maintain intercompany schedule and verify balances between entities • Review monthly transactions against Working Trial balances, identifying and discussing variances between periods • Post monthly expenses from prepaid schedules such as insurance, rent, and expenses • Assist with periodic audits by fulfilling pre-audit support items in a timely manner • Conduct financial analysis to identify trends, variances, and business opportunities • Analyze financial performance against plan including revenue, expense, and profitability metrics • Analyze revenue, COGS & expenses, and margins at the Corporate level and at the detailed product or customer level • Maintain financial models for forecasting and budgeting • Prepare reports for management to highlight key financial insights • Provide support to monthly financial reporting including metrics & dashboards.

Multi-Strategy Investment Firm - Sr. Tax Analyst Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant team within a prestigious organization, offering the chance to make a significant impact while advancing your career in in-house tax services and strategy. Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. Responsibilities:<ul><li>Prepare and review tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose vehicles (SPVs).</li><li>Review estimated tax calculations.</li><li>Prepare and review investor tax documents and reports.</li><li>Manage relationships with external accounting, tax, and legal firms.</li><li>Conduct research and analysis on investor tax inquiries, providing appropriate responses.</li><li>Coordinate with other departments and external audit firms regarding audited financial statements, including ASC 740 (formerly FIN 48) analysis.</li><li>Conduct research and analysis on tax law changes affecting the asset management industry.</li></ul>

Financial Planning & Analysis Analyst We are offering an exciting opportunity for a Financial Planning & Analysis Analyst in the CPG Industry . As a Financial Planning & Analysis Analyst, you will play a pivotal role in our Finance team, focusing on budgeting, forecasting, and delivering financial insights that will aid decision-making across the company. This role involves close collaboration with various teams, offering financial guidance to optimize profitability and maintain the financial stability of the business. Responsibilities:• Provide precise financial analysis to support decision-making at all levels within the company• Utilize financial modeling to forecast and evaluate potential business scenarios• Collaborate with cross-functional teams to offer financial insights that guide decision-making and optimize profitability• Ensure accuracy of customer credit records and efficient processing of credit applications• Use Accounting Software Systems and CRM tools to manage accounting functions and customer data• Lead annual budget processes and capital management to ensure the financial health of the business• Leverage tools such as Adaptive Insights for advanced financial analysis and forecasting• Communicate complex financial data in a clear and actionable manner to various stakeholders

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>

Oracle Financials Business Analyst We are seeking a Business Analyst to join our team in Martinez, California. This role serves as a vital link between our Finance/Accounting teams and IT, focusing on resolving Oracle Fusion Financials system issues. This is a long-term contract opportunity, involving the review and improvement of configurations, standard operating procedures (SOPs), and processes. Additionally, the role includes overseeing system testing and user acceptance testing (UAT) to ensure seamless functionality. Responsibilities:<ul><li>Act as a liaison between Finance/Accounting teams and IT to address Oracle Fusion Financials system issues.</li><li>Review configurations, SOPs, and processes to identify and implement improvements.</li><li>Gather and document business requirements to align Oracle Fusion Financials with business needs.</li><li>Support Redwood UI updates, testing coordination, and user adoption.</li><li>Oversee testing phases with implementers and facilitate user testing.</li><li>Lead change management efforts to ensure smooth transitions and system adoption.</li></ul>.

FP&A Analyst We are offering a contract to permanent employment opportunity for an FP& A Analyst in the Food & Food Processing industry, located in Vacaville, California. The role entails providing crucial financial insights to support decision-making across different levels of the company. The FP& A Analyst will play an integral part in budgeting, forecasting, and ensuring the financial health of the business. Responsibilities: • Prepare and present financial reports for management review on a monthly, quarterly, and annual basis. • Develop and maintain financial models to evaluate business performance and identify areas for improvement. • Support the financial forecasting and budgeting process on a regular basis. • Monitor and analyze key performance indicators (KPIs) to identify trends and variances. • Assist in the development of annual budgets and long-term financial plans. • Conduct financial analysis and forecasting to aid in budgeting and planning processes. • Identify opportunities for cost optimization and operational efficiencies across various departments. • Assist in the development, measurement, and reporting of Sales incentive plans. • Provide ad hoc financial analysis and support on special projects as needed. • Serve as a subject matter expert and business partner for Sales and Marketing teams to align financial goals with business strategies.

Financial Coordinator We are offering a long term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.

Accounting Manager We are offering a contract employment opportunity for an Accounting Manager in the non-profit industry, based in San Francisco, California. As a Accounting Manager, your primary role will be to manage the financial aspects of affordable housing projects, ensuring compliance with all applicable regulations, and facilitating strategic financial planning. Responsibilities: • Oversee the preparation of financial reports, including budgets, cash flow statements, and performance analyses for affordable housing projects.• Manage compliance with local, state, and federal regulations, including those tied to government subsidies, grants, and tax credits.• Work closely with auditors to ensure accurate assessments and adherence to affordable housing regulations.• Manage accounts payable (AP), accounts receivable (AR), intercompany accounting, and monthly reconciliations related to housing projects.• Monitor revenue streams, grant expenditures, and tenant income limitations.• Develop and manage operating budgets for affordable housing programs.• Implement cost-saving measures to ensure affordable housing projects remain financially sustainable.• Collaborate with senior leaders to deliver strategic financial planning that supports the organization’s goals in providing affordable housing solutions.• Work with project managers to optimize expenditures and funding for maximum impact.• Ensure systems are set up to meet the specialized needs of affordable housing accounting.

Operations Analyst We are seeking a dedicated Operations Analyst to join our team in San Jose, California. In this role, you will play a key role in our manufacturing industry operations, focusing on a variety of analytical tasks including evaluating quotations, cost analysis, and facilitating decision-making processes related to purchasing, materials, and production costs. Responsibilities: • Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets. • Engage in negotiations with vendors to secure favorable terms and pricing. • Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics. • Identify potential cost-saving opportunities and recommend process improvements. • Develop and maintain detailed cost models to support pricing strategies. • Assist in forecasting material requirements based on production schedules and sales projections. • Oversee efficient inventory management by balancing stock levels and minimizing waste. • Collaborate with procurement teams to enhance purchasing processes. • Assess production workflows and identify inefficiencies. • Provide data-driven insights to support lean manufacturing and process optimization initiatives. • Track and report on key performance indicators (KPIs) related to production costs and efficiency. • Prepare detailed reports and presentations for senior management, highlighting findings and actionable recommendations. • Act as a liaison between operations, procurement, and finance teams to align goals and strategies.

EDD Compliance Analyst A leading Workforce Management Software Company based in San Francisco, CA, is seeking a Senior EDD Compliance Analyst to join their growing compliance team on a fully remote, open-ended contract basis. This position calls for a highly experienced professional with a unique blend of 1st line operational experience and 2nd line compliance advisory expertise. The ideal candidate will be able to operate autonomously, conduct in-depth Enhanced Due Diligence (EDD) reviews, and play a key role in maintaining and advising on compliance frameworks and policies. Key Responsibilities:<ul><li>Conduct comprehensive EDD reviews for high-risk customers, drafting detailed narratives, risk assessments, and recommendations.</li><li>Provide 2nd line compliance support, including policy and procedure development, framework maintenance, and regulatory advisory.</li><li>Partner cross-functionally with internal stakeholders (risk, legal, and business teams) to ensure compliance with regulatory expectations and internal policies.</li><li>Advise on and refine internal controls and operational practices based on emerging risks and regulatory updates.</li><li>Identify red flags, investigate risk factors, and ensure thorough documentation of EDD review outcomes.</li><li>Stay current with AML/KYC regulatory changes and proactively integrate best practices into internal frameworks.</li></ul>

Revenue Data Analyst Job Title: Revenue Data Analyst (Contract) : 100% Remote | Start: ASAP | Working hours are Pacific Standard Time (PST)Our client is seeking a detail-oriented and analytical Revenue Data Analyst to assist with reviewing, auditing, and booking commissions revenue. Role involves working with historical transaction data dating back to 2002, ensuring accurate revenue recognition as the company expands. You will utilize Salesforce and RPM to analyze and categorize revenue data while collaborating with internal teams and suppliers as needed. Key Responsibilities<ul><li>Revenue Audit & Recognition – Research, review, and validate commission-related transactions across 4,000+ line items to ensure accuracy.</li><li>Data Analysis & Reconciliation – Examine supplier information, statements, and financial data to identify missing details and discrepancies.</li><li>System Utilization – Leverage Salesforce and RPM for data tracking, revenue tagging, and reporting.</li><li>Process Optimization – Support the standardization of revenue recognition workflows as the company grows and acquires new businesses.</li><li>Stakeholder Collaboration – Work closely with internal teams, suppliers, and an acting lead for guidance and issue resolution.</li></ul>

Accounting Supervisor We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities. Responsibilities:<ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>

Accounting Manager Robert Half Management Resources is seeking a highly motivated and detail-oriented Accounting Consultant to join our client's team on a 2-year remote contract. This role will be critical in supporting the accounting and finance team during a complex system implementation, ensuring the accurate and timely completion of key accounting functions. Your expertise will be vital in maintaining financial integrity and supporting the successful adoption of the new system. Responsibilities:• Perform month-end, quarter-end, and year-end closing activities, including journal entries, reconciliations, and financial reporting.• Analyze and interpret financial data to identify trends and variances.• Assist in the development and implementation of accounting policies and procedures.• Provide support during the system implementation, including data validation, testing, and troubleshooting.• Collaborate with cross-functional teams to ensure accurate financial data and reporting.• Prepare and maintain documentation related to accounting processes and procedures.• Support internal and external audits.• Assist with ad-hoc financial analysis and reporting as needed.• Maintain and manage general ledger accounts.

Tax Manager - Public We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.

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