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    54 results for Financial Analyst in Dublin, CA

    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. <br><br>Responsibilities: <br>• Ensure the accuracy of data within investment management accounts and trades.<br>• Leverage Salesforce and Excel for efficient data management and comprehensive reporting.<br>• Contribute significantly to the success of the project within a detail oriented wealth management setting.<br>• Identify and highlight discrepancies in data comparisons.<br>• Execute heavy data analysis using Excel and other accounting software systems.<br>• Carry out auditing and budget processes as part of the job function.<br>• Utilize CRM and the Salesforce platform for effective customer relationship management.<br>• Apply data mining techniques to gather relevant information.<br>• Perform capital management and other accounting functions as necessary.<br>• Use ADP - Financial Services and Crystal Reports for financial operations. Sr. Financial Analyst <p>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. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the design of reports for cross-functional use at various levels in the organization</p><p>• Guide the analyst team in identifying opportunities within customer Profit & Loss statements including trade promotions, mix management, trade damages, and markdowns</p><p>• Develop and maintain Revenue Growth Management Reporting/Dashboards, primarily within Power BI</p><p>• Lead the team in executing and communicating analytics related to Sales Spend budget in the organization</p><p>• Monitor and report on category dynamics including pricing, promotion, and portfolio across key customers</p><p>• Develop scenario planning models for elasticity analysis</p><p>• Oversee analytics team in forecasting and reconciling gaps in Bottom-up plan and budget</p><p>• Evaluate base and promoted pricing strategy and leverage findings to inform channel pricing strategy</p><p>• Lead the preparation of content & meeting templates for Sales Plan Dialogue meetings</p><p>• Project sales trade spend liability at key financial milestones such as LE, Budget, Full Year Results</p> Financial Analyst <p>One of our clients in the Brentwood area is looking for a Financial Analyst for a 3 months contract.</p><p><br></p><ul><li>Analyze financial data and trends to support strategic planning.</li><li>Prepare forecast models, budgets, and variance reports.</li><li>Collaborate with department leads to analyze financial performance and recommend improvements.</li><li>Provide insight and analysis for key business initiatives.</li><li>Create and maintain dashboards to track key performance indicators (KPIs).</li><li>Perform ad-hoc reporting and analysis as requested.</li></ul><p><br></p> Financial Analyst <p>Colleen McAuliffe from Robert Half is offering an exciting opportunity for a 100% remote Financial Analyst with Headquarters in SAN JOSE, California. As a Financial Analyst, you will be expected to analyze financial data, create reports, and contribute to our strategic planning process. This role will be integral in supporting our decision-making process and helping us achieve our business objectives. although remote, this role will require working traditional business hours in a high connect environment. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough analysis of financial data to identify key trends, variances, and drivers of performance</p><p>• Develop and maintain Excel models for financial scenarios, promotions, and commission incentives</p><p>• Assist in the financial forecasting and budgeting process, providing accurate projections and strategic recommendations</p><p>• Utilize Tableau or similar BI tools to enhance data visualization and decision-making</p><p>• Collaborate with Sales, Marketing, and Operations teams to align financial goals with business strategies</p><p>• Prepare and distribute financial reports, including KPIs, highlighting actionable insights</p><p>• Identify and evaluate opportunities for cost-saving and revenue growth</p><p>• Present complex financial data in a clear, compelling manner to influence decision-making</p><p>• Continually review financial results and recommend improvements based on data-driven insights</p><p>• Foster a culture of financial accountability and transparency across the organization.</p> Fund Accountant / Financial Analyst - Venture Capital <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p><p> </p><p><strong>Fund Accountant / Financial Analyst</strong></p><p><strong>San Francisco Bay Area</strong></p><p><strong>Hybrid - 2 Days on-site</strong></p><p><strong>$110k-115k Base + Generous Bonus + Carry</strong>!</p><p> </p><p>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.</p><p> </p><p>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. </p><p> </p><p><strong>Responsibilities</strong>:</p><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> FP&A Sr. Analyst <p>Jackie Meza with Robert Half is recruiting for an FP& A Sr. Analyst. This role is instrumental in aligning the company's financial performance with strategic objectives. The FP& A Sr. Analyst will be tasked with providing valuable insights derived from financial data analysis to senior leadership, as well as steering the company's financial decision-making. This role will collaborate with different departments to bolster business initiatives and foster financial growth. Contact Jackie Meza at 209.227.6563 for information about the role. </p><p><br></p><p>Responsibilities </p><p>• Conducting comprehensive financial planning, budgeting, and forecasting processes</p><p>• Analyzing financial data for actionable insights and presenting these to senior leadership</p><p>• Guiding financial decision-making processes within the company</p><p>• Collaborating with various departments to support business initiatives</p><p>• Driving financial growth through effective analysis and strategic planning</p><p>• Utilizing Accounting Software Systems for efficient financial management</p><p>• Implementing Adaptive Insights for streamlined financial planning and analysis</p><p>• Managing accounting functions to ensure accurate and timely financial reporting</p><p>• Overseeing the annual budget to align with the company's strategic goals</p><p>• Streamlining budget processes for improved financial efficiency</p> Financial Accounting Analyst - Venture Capital <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise.</p><p><br></p><p>As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>Reach out to <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p> Financial Planning & Analysis Manager <p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p> Financial Planning & Analysis Analyst <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Provide precise financial analysis to support decision-making at all levels within the company</p><p>• Utilize financial modeling to forecast and evaluate potential business scenarios</p><p>• Collaborate with cross-functional teams to offer financial insights that guide decision-making and optimize profitability</p><p>• Ensure accuracy of customer credit records and efficient processing of credit applications</p><p>• Use Accounting Software Systems and CRM tools to manage accounting functions and customer data</p><p>• Lead annual budget processes and capital management to ensure the financial health of the business</p><p>• Leverage tools such as Adaptive Insights for advanced financial analysis and forecasting</p><p>• Communicate complex financial data in a clear and actionable manner to various stakeholders</p><p><br></p> Investment Analyst <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p><p>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.</p><p>We’re looking for an <strong>Investment Analyst</strong> 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.</p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Support Fundraising:</strong> Prepare investor materials, including detailed presentations and due diligence reports.</li><li><strong>Fund Analysis:</strong> Evaluate fund structures, performance, and investor profiles.</li><li><strong>Investor Engagement:</strong> Coordinate communication with LPs, internal teams, and senior leadership.</li><li><strong>Data Integrity:</strong> Manage investor databases and marketing materials with accuracy.</li><li><strong>Market Research:</strong> Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul><p><strong>Why Join?</strong></p><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><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p> Analyst <p>We are offering an exciting opportunity for an Analyst in the Manufacturing industry. As an Analyst, you will be tasked with the responsibility of managing financial reports, supporting end-of-month tasks, and creating ad hoc financial statements. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the creation and management of ad hoc financial statements.</p><p>• Provide support during end-of-month close operations.</p><p>• Conduct financial reporting tasks, ensuring accuracy and efficiency.</p><p>• Utilize CRM, Maps API, Microsoft Excel, Microsoft Word for day-to-day tasks.</p><p>• Implement detail-oriented skills to maintain and develop relationships.</p><p>• Utilize 'About Time' and 'AB Testing' tools for efficient work management.</p><p>• Conduct regular audits to ensure financial accuracy and adherence to budget processes.</p><p>• Take part in capital management activities to ensure the financial health of the organization.</p><p><br></p><p>For more information regarding this position please reach out to Alison Brenchley. </p> 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.<br><br>Responsibilities:<br>• Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets.<br>• Engage in negotiations with vendors to secure favorable terms and pricing.<br>• Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics.<br>• Identify potential cost-saving opportunities and recommend process improvements.<br>• Develop and maintain detailed cost models to support pricing strategies.<br>• Assist in forecasting material requirements based on production schedules and sales projections.<br>• Oversee efficient inventory management by balancing stock levels and minimizing waste.<br>• Collaborate with procurement teams to enhance purchasing processes.<br>• Assess production workflows and identify inefficiencies.<br>• Provide data-driven insights to support lean manufacturing and process optimization initiatives.<br>• Track and report on key performance indicators (KPIs) related to production costs and efficiency.<br>• Prepare detailed reports and presentations for senior management, highlighting findings and actionable recommendations.<br>• Act as a liaison between operations, procurement, and finance teams to align goals and strategies. Investment Analyst at Investment Firm (2+ years) <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for an<strong> Investment Analyst</strong> at a <strong>mission-driven investment firm</strong>. This full-time, permanent role is based in <strong>San Francisco</strong> with a <strong>hybrid</strong> schedule (3 days in).</p><p> </p><p>Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities.</p><p> </p><p>Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment.</p><p> </p><p>Responsibilities:</p><ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Producer Compensation Analyst We are offering a contract to permanent employment opportunity in Oakland, California for a Producer Compensation Analyst. In this role, you'll be primarily focused on managing producer records, handling commission calculations, and resolving inquiries related to producer compensation. You'll also collaborate with various internal teams and external business partners as part of your duties.<br><br>Responsibilities:<br><br>• Handle the creation and update of producer records, including demographic information, payment methods, and reporting.<br>• Establish and maintain relationships with brokers and customers to facilitate commission calculations and payment processes.<br>• Assist with the reconciliation of monthly commission calculations and payments, ensuring accuracy, and conducting research to resolve any discrepancies.<br>• Collaborate with teams responsible for producer credentialing, contracting, and compensation, as well as with external broker community and business partners.<br>• Analyze data on customer relationship management applications for accuracy and take corrective action for any discrepancies.<br>• Manage and maintain broker-customer relationships on financial applications to accurately calculate commissions and other fees for payment purposes.<br>• Assist with producer compensation payments, including reconciliation, voids, reissues, cancellations, and annual 1099 reconciliation.<br>• Prepare and distribute departmental reports related to producer records and relationships.<br>• Serve as a point of contact for producers to resolve inquiries related to their records or compensation.<br>• Contribute to monthly management and key performance metrics reporting, identifying patterns and trends related to producer records and relationships.<br>• Maintain and update departmental policies and procedures related to producer records and relationship management, in addition to training materials. Revenue Assurance Analyst We are looking for a meticulous and analytical Revenue Assurance Analyst to join our team based in San Francisco, California. In this role, you will be responsible for analyzing data, creating visualizations, and providing insights that will ensure the financial health of our operations. This is a short-term contract employment opportunity in the data analytics sector.<br><br>Responsibilities:<br><br>• Analyze financial data and identify discrepancies, risks, and opportunities for revenue optimization.<br><br>• Utilize data mining techniques to extract meaningful information from our databases.<br><br>• Develop and maintain data visualizations using tools such as Microsoft Power BI to present data in a clear and compelling manner.<br><br>• Leverage Maps API to spatially analyze and present data.<br><br>• Use Informatica for efficient data integration and management.<br><br>• Conduct AB Testing to optimize our financial strategies and operations.<br><br>• Develop and maintain business intelligence reports to support decision-making.<br><br>• Collaborate with different teams to understand business requirements and translate them into analytical solutions.<br><br>• Design and create dashboards to monitor key financial metrics and provide actionable insights.<br><br>• Use analytics to identify trends, patterns, and anomalies in revenue data. Financial Coordinator <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the payor referral and service authorization process for laboratory testing</p><p>• Secure authorizations for laboratory testing and verify patient benefits</p><p>• Maintain an Excel sheet to track insurance authorization submissions and their status</p><p>• Communicate with patients and ordering providers about the status of the benefit investigation and authorization</p><p>• Investigate insurance eligibility and obtain detailed insurance benefit verification</p><p>• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested</p><p>• Follow up on pending authorization and referral requests to ensure timely completion</p><p>• 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</p><p>• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals</p><p>• Perform other duties as assigned.</p> Business Analyst <p>One of our clients in the Pleasanton area is looking for a Business Analyst for a Contract to hire opportunity</p><p><br></p><p>Responsibilities:</p><p>• Analyze and interpret data related to sales, deductions, and promotional sales to provide actionable insights.</p><p>• Utilize Microsoft Excel for cost analysis and to support business decision-making.</p><p>• Conduct Gap Analysis to identify areas of improvement in business processes and functions.</p><p>• Work extensively with Atlassian Jira and CRM tools to manage, track and report on projects and tasks.</p><p>• Participate in Agile methodologies to ensure timely and effective project completion.</p><p>• Use Microsoft Word for creating reports, proposals, and other essential documents.</p><p>• Apply AB Testing methods to improve and optimize business processes.</p><p>• Provide sales analysis and reporting to assist in strategic decision-making.</p> Multi-Strategy Investment Firm - Sr. Tax Analyst <p>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.</p><p><br></p><p>Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. </p><p><br></p><p>Responsibilities:</p><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> Class Action Paralegal <p>Our client is hiring for a hybrid Class Action Paralegal. </p><p><br></p><p><strong><u>Job Description</u></strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in all phases of securities fraud and antitrust class action litigation, from investigation to trial.</li><li>Manage and coordinate complex court filings in federal and state court, including motions, including confirming court rules and requirements, coordinating tasks among counsel and co-counsel, cite and fact checking, proofreading, and filing and service of final papers.</li><li>Proofread, fact and cite check complaints, and prepare federal and state complaints for filing and service.</li><li>Conduct factual and legal research; gather documents and information from various sources including SEC filings, company background documents, financial information, and analyst reports.</li><li>Assist with document review and e-discovery using platforms like Relativity, DISCO, or Everlaw.</li><li>Prepare, fact check, proofread and track discovery requests, third party subpoenas and depositions notices. </li><li>Coordinate deposition scheduling and assist in deposition preparation.</li><li>Coordinate and track court filings in federal and state courts, ensuring compliance with class action rules and multi-district litigation (MDL) procedures.</li><li>Organize and maintain case files, exhibits, and evidence databases.</li><li>Assist Attorneys with communications with clients, experts, and witnesses to gather case information.</li><li>Assist attorneys in trial preparation, including creating exhibits, trial binders, and deposition designations.</li></ul><p><br></p><p><br></p> Director of Finance <p>We are offering an exciting opportunity in Morgan Hill, California, for a Director of Finance to join our team. The role will be primarily focused on managing and overseeing our accounting functions and software systems, ensuring the smooth operation of financial services and maintaining robust budget processes.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the management and coordination of all fiscal reporting activities for the organization including organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract/grant budgets.</p><p>• Manage and track the performance of invested assets in keeping with policies and investment guidelines.</p><p>• Ensure that accounting systems are updated and maintained as necessary to include new businesses, laws, and regulations.</p><p>• Implement and manage the financial services, like ADP, and accounting software systems like BlackLine and Concur.</p><p>• Oversee and ensure the smooth operation of Accounting Functions, Accounts Payable (AP), and Accounts Receivable (AR).</p><p>• Develop and implement auditing processes to ensure data integrity and operational efficiency.</p><p>• Utilize CRM tools to keep track of client interactions, transactions, comments, and complaints.</p><p>• Develop and maintain systems of internal controls to safeguard financial assets of the organization.</p><p>• Monitor banking activities of the organization.</p><p>• Ensure adequate cash flow to meet the organization's needs.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p> CFO <p>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.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><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><p><strong>Estate Planning Responsibilities:</strong></p><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><p><strong>Partnership Accounting Responsibilities:</strong></p><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><p><br></p> Public Finance Associate <p>We are offering a short-term, part-time consulting opportunity for a nonprofit in Menlo Park, California. The selected candidate will be an integral part of our team, handling a variety of audit requests, accounting functions, and finance-related tasks. This role involves leveraging proficiency in QuickBooks Desktop and a strong knowledge of nonprofit accounting. This role is ideally onsite in Menlo Park 3 days/week. It is most likely going to be 25 hours/week. Our client is a highly regarded nonprofit. You will enjoy helping them through their annual audit.</p><p>If you enjoy working with nonprofits and have the flexibility to only work 25 hours/week, please apply today. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle day-to-day accounting functions with accuracy and attention to detail.</p><p>• Manage and maintain Accounts Payable (AP) and Accounts Receivable (AR) with efficiency.</p><p>• Conduct regular audits to ensure financial compliance and accuracy.</p><p>• Utilize Microsoft Excel to maintain financial ledgers and perform data analysis.</p><p>• Leverage Microsoft Office Suites for various finance-related tasks and correspondence.</p><p>• Use Microsoft Outlook for effective email communication and scheduling.</p><p>• Oversee financial processes to ensure smooth and efficient operations.</p><p>• Assist in preparing financial reports and statements.</p><p>• Collaborate with the team to improve financial processes and systems.</p><p>• Address and resolve financial inquiries and issues promptly.</p> Finance Manager <p>Jackie Meza with Robert Half has is recruiting for a Finance Manager in the non-profit sector, based in Modesto, California. As part of our team, you will play a pivotal role in overseeing and managing our financial operations, which includes accounts payable, accounts receivable, and payroll functions. Contact Jackie Meza at 209.227.6563</p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Oversee and manage daily operations related to invoice processing, collections, reconciliations, and payroll management. </p><p>• Supervise and mentor teams responsible for accounts payable, accounts receivable, and payroll, fostering detail-oriented growth and maintaining high performance standards.</p><p>• Collaborate with leadership to manage budgets and forecasts for financial operations. </p><p>• Ensure adherence to government policies, regulations, and internal controls while preparing accurate financial reports.</p><p>• Identify opportunities to streamline workflows and implement innovative strategies to enhance efficiency. </p><p>• Serve as a key liaison between the finance department, other departments, and external entities to address financial inquiries and provide data-driven insights. </p><p>• Manage a team of detail-oriented individuals, ensuring efficient and accurate financial processes, compliance with regulations, and optimal resource allocation.</p> FP&A Manager We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis.<br><br>Responsibilities:<br>• Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives.<br>• Construct and manage financial models to examine revenue, costs, profitability, and trends.<br>• Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies.<br>• Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities.<br>• Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs).<br>• Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making.<br>• Enhance and simplify financial processes and reporting systems to boost efficiency and precision.<br>• Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business.<br>• Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights. Accounting Manager <p>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.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Perform month-end, quarter-end, and year-end closing activities, including journal entries, reconciliations, and financial reporting.</p><p>• Analyze and interpret financial data to identify trends and variances.</p><p>• Assist in the development and implementation of accounting policies and procedures.</p><p>• Provide support during the system implementation, including data validation, testing, and troubleshooting.</p><p>• Collaborate with cross-functional teams to ensure accurate financial data and reporting.</p><p>• Prepare and maintain documentation related to accounting processes and procedures.</p><p>• Support internal and external audits.</p><p>• Assist with ad-hoc financial analysis and reporting as needed.</p><p>• Maintain and manage general ledger accounts.</p>