4609 Financial Planning Analyst

94911 San Rafael, California Harvest Technical Services

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Job Description

Hybrid: San Rafael

Summary:

  • The company is seeking a highly analytical and detail-oriented Senior Financial Analyst to join our Financial Planning & Analysis (FP&A) team.
  • This role will play a critical part in driving strategic decision-making through insightful financial analysis, forecasting, and reporting.
  • The ideal candidate will have deep expertise in FP&A processes and advanced proficiency in Excel and Power BI for data visualization and dashboard development.
Responsibilities:
  • The FP&A team is responsible for the consolidation, reporting, and analysis of the company's budget and forecasts for Operating Expenses (OpEx).
The Senior Financial Analyst will lead various aspects of FP&A, including:
  • Budget and Forecast Process: Assist with the annual budget, forecasting and long-range planning processes, focusing on the development of templates, consolidation of business inputs and detailed analysis of the combined budget.
  • Key Reports and Financial Packages: Develop and maintain dynamic financial models to support strategic initiatives and scenario planning.
  • Monthly Financial Reporting: Preparation of monthly financial reports, including variance analysis to assess performance against budget.
  • Process Improvement: Drive ongoing process improvement and automation projects within the finance team to enhance efficiency and accuracy (PowerBI and Excel automation).
  • Ad Hoc Reporting and Analysis: Conduct detailed analyses and provide insights to support strategic decision-making.
Qualifications & Experience:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of progressive experience in FP&A or corporate finance roles.
  • Advanced proficiency in Power BI, Excel, and financial modeling.
  • Strong understanding of financial statements, forecasting techniques, and business drivers.
  • Good communication and presentation skills with the ability to influence stakeholders.
  • Experience with ERP systems (e.g., SAP, Oracle, NetSuite) is a plus; and planning tools (Anaplan and Essbase).
Required Skills:
  • Analysis: Strong analytical skills, proficiency in Microsoft Excel (VBA preferred), and familiarity with PowerBI.
  • Communication: Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.
  • Strategic Thinker: Strategic thinker with a proactive and solution-oriented mindset.
  • Systems: Energetic, organized and highly skilled with today's systems, applications and platforms (Hyperion, SAP, Excel, PowerPoint, SharePoint, Microsoft Teams, Anaplan etc.).
  • Accountability: Independent worker and self-starter that enjoys problem solving and takes pride and accountability in their work product.


The hiring range for this position is $49 to $59 per hour. The base pay actually offered will take into account internal equity, and may also vary depending on candidate's geographic region, job-related knowledge, skills, and experience amongst other factors.

Harvest Technical Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or any other federal, state, or local protected class.

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Financial Analyst

94199 San Francisco, California Axelon

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Job Description

Location: Hybrid, mostly remote, Monday to Friday, 8-5. There may be some occasional in person training or meetings or to meet other business needs at 1855 Folsom St in San Francisco.
Period of performance: Immediate to an estimated 3-6 months, extension possible. Candidates must be fully dedicated to the UCSF's job duties.

Candidate must have the following:
- At least 5-10 years' experience in the Accounting and Finance field
- Great communicator, MUST be fluent in written & spoken English
- Strong excel and data analysis skills
- Knowledgeable with positive attitude, be professional

CANDIDATES MUST ANSWER THE FOLLOWING QUESTIONS AND HAVE THE ANSWERS IN THE BEGINNING OF THE RESUME:

1. 'This role involves managing multiple complex financial programs and collaborating with various departments. Describe a situation where you managed a cross-departmental project or financial program. How did you approach leadership, problem-solving, and decision-making, especially when handling competing priorities or addressing complex issues?

2. In this role, you'll be responsible for analyzing payment transactions and reconciling financial data. Walk us through a time when you analyzed a large set of financial data or reports to identify trends, discrepancies, or areas for improvement. What tools and methods did you use in Excel to ensure accuracy and provide actionable insights?

3. How do you use Pivot Tables to summarize large sets of financial data? Can you give an example of how you've used them to analyze transaction data, reconcile payments, or generate financial reports?

4.Can you explain how you would use the INDEX/MATCH function combination to pull financial data from different tables or worksheets? How would you apply this to reconcile payment transactions or perform audits?

5. How would you use Excel to perform a financial reconciliation, such as comparing bank statements or payment receipts to the general ledger? What tools or formulas would you use to ensure accuracy and policy compliance?

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Financial Analyst

94199 San Francisco, California Famwork

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Job role:

To a lot of people, finance is just entering a bunch of numbers into a spreadsheet and working with payroll. But, not you. You know the real secret, the real power that a financial analyst holds. You are a mover and shaker, plowing through data and investigating a business's revenue, credit, overhead and expenses. You work closely with management to make critical decisions about expense management and financial movements. If that sounds like something you'd be good at, check out the requirements and send us your application.

Responsibilities:
  • Analyze financial data and prepare reports with insights, trends and recommended actions for management
  • Work with management to develop annual budget, five year plan and capital plan
  • Build a financial forecast model based on analysis of past performance data
  • Track data to determine actual performance versus forecast data
  • Root cause analysis of core issues using data
  • Assist employees with financial questions and analysis
  • Analyze processes and implement improvements
  • Review accounting transactions for accuracy
  • Keeps oneself up to date with the rest of the field by attending workshops and following publications
Requirements:
  • Bachelor's degree in Accountancy and/or Finance
  • CPA certification
  • 2+ years of experience working in a similar position
  • Sound knowledge of fundamental accounting principles, laws and regulations
  • Experience managing and analyzing large sets of data
  • Proficient in the use of Microsoft Office applications, especially Excel
  • Experience with forecasting, budgeting, data analysis and interpretation
  • Basic understanding of ERP
  • Excellent written, verbal and presentation skills
  • Strong organizational skills
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Financial Analyst

94579 San Leandro, California Robert Half

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Description
We are looking for a skilled Financial Analyst to join our team on a contract basis in San Leandro, California. This role is ideal for someone with strong attention to detail and experience in financial analysis and data management. You will play a key part in supporting financial operations and ensuring accurate reporting.
Responsibilities:
- Conduct comprehensive financial analyses, including variance analysis and ad hoc reporting.
- Manage and interpret large datasets using advanced Excel formulas and data mining techniques.
- Collaborate with stakeholders to review promotional spending, trade expenses, and marketing budgets.
- Ensure accurate reconciliation and understanding of P& L statements, balance sheets, and cash flow reports.
- Assist in the preparation of financial models to support strategic decision-making.
- Utilize Oracle or similar systems to analyze financial data and generate actionable insights.
- Monitor accruals and expenses to maintain financial accuracy and compliance.
- Provide recommendations based on financial trends and forecasting.
- Support cross-functional teams in achieving budgetary goals and financial targets.
Requirements
- Minimum of 2-3 years of experience in financial roles within manufacturing or similar industries.
- Proficiency in Oracle or comparable financial systems.
- Strong ability to navigate and analyze large datasets with Excel, including advanced formulas.
- Solid understanding of financial statements, including P& L, balance sheets, and cash flow.
- Experience with accruals and expense management.
- Preferred: Background in managing pricing, promotional spending, or marketing budgets.
- Strong analytical and problem-solving skills.
- Effective communication and collaboration abilities.
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 ( .
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Financial Analyst

94103, California Robert Half

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Description We are looking for a dedicated Financial Analyst to join our team in San Francisco, California. This long-term contract position offers an excellent opportunity to contribute to fiscal management within the dynamic healthcare industry. The ideal candidate will bring strong analytical skills and a keen eye for detail to support budgeting, financial reporting, and compliance functions.
Responsibilities:
- Prepare and manage monthly reconciliations, projections, and invoices to ensure accurate financial reporting.
- Develop detailed financial status reports and assist in budgeting processes.
- Perform journal entries and recharges, ensuring compliance with established guidelines and regulations.
- Conduct account close-outs, verifying accuracy in revenue and cost allocations.
- Monitor and maintain precision in account budgets, identifying discrepancies and resolving them promptly.
- Utilize advanced Excel features, such as pivot tables and VLOOKUP, to generate and analyze financial data.
- Adhere to compliance standards, including organizational circulars and policies, in all financial activities.
- Collaborate with team members to streamline financial processes and improve efficiency.
- Provide insights and recommendations based on financial data analysis.
- Support additional financial tasks and projects as needed. Requirements - Bachelor's degree in Accounting, Finance, or a related field.
- Proficiency in Microsoft Office applications, with advanced skills in Excel.
- Strong analytical abilities and attention to detail.
- Experience in budgeting, financial reporting, and account reconciliation.
- Knowledge of compliance standards and financial regulations.
- Excellent verbal and written communication skills.
- Ability to work independently and manage multiple tasks effectively.
- Dependable and hardworking, with a commitment to accuracy and efficiency.
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.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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 ( .
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Financial Analyst

94199 San Francisco, California Capcom

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Join to apply for the Financial Analyst role at Capcom . The job location is San Francisco, CA. This is not a remote position. About Capcom: Capcom is a leading worldwide developer, publisher and distributor of interactive entertainment for game consoles, PCs, handheld and wireless devices. Founded in 1983, the company has created hundreds of games, including ground-breaking franchises Resident Evil, Street Fighter, Monster Hunter, Ace Attorney, Mega Man, and Devil May Cry. Capcom maintains operations in the U.S., U.K., France, Germany, Japan, Taiwan, Hong Kong, and Singapore, with corporate headquarters in Osaka, Japan. More information about Capcom and its products can be found at or Position Intro: Responsible for financial planning and analysis and serve as a financial controller for assigned entities. Prepare and provide financial analysis, budget, forecast and financial planning for management use in strategic decisions. Help prepare monthly and ad hoc reports. Supervision Exercised: Individual Contributor Responsibilities: Prepare variance analysis to budget/forecast/prior year. Analyze root causes of variances, propose recommendations on areas of improvement, develop frameworks to help prioritize initiatives, and support implementation of automation improvements. Prepare and complete analyses for the executive committee of monthly financial results to understand variances in key performance indicators and to identify areas of risk and opportunity. Budget, monitor and manage sales & marketing, licensing, and esports departments. Identify area of savings and risk. Other projects and duties as assigned (includes assistance and consolidation with budgets and mid-term planning). Other duties as required. Required Experience: 1-6 years of experience (videogame industry experience a plus) in financial analysis, budgeting, forecasting, or related roles. Business, computer science, or math-related degree. Work/internship experience. Knowledge, Skills & Abilities: Understands financial statements. Adept at Excel. Good time management. Detail-oriented. Independent worker. Excellent communicator and reasoning. Personable. Education: Degree in Business / Computer Science / Math. Licenses, Certifications and Other: N/A Physical Demands: Ability to lift objects of up to 25 pounds in weight. Must be able to stand for long periods of time. Working Environments: Work is generally performed in an office environment, and the noise level is usually moderate. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Salary Range: $67,000 - $95,000 *Compensation is based on current market trends for the San Francisco Bay Area and will be determined based on relevant factors including, but not limited to, industry knowledge, experience, qualification, and skill set. Additional Information: This job description is not intended to be an exhaustive list of duties, knowledge, skills, abilities, or requirements, as any one position in this classification may be assigned some or all of these duties, in addition to other duties not explicitly listed here. The various duties, responsibilities, and/or assignments of this position may be unevenly balanced and changed from time to time based upon matters such as, but not limited to, variations in shift schedules, work demands, seasons, service levels, and management’s decisions on how to best allocate department resources. Any shift, emphasis, or rebalancing of these assigned duties, responsibilities, and/or assignments does not constitute a change in the job classification. Capcom Privacy Policy: Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Computer Games #J-18808-Ljbffr

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Financial Analyst

94061 Redwood City, California TechDigital Group

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Job #: 3113 Pay Rate: 40.00-40.00 $/hour Job type: Location: Redwood City, CA Organization Unit: Sciex LLC Essential Duties, Critical Success Factors, Responsibilities, Authorities and Required Interactions: Sciex is looking for a highly capable Financial Analyst who can build and sustain finance expenses and reporting models, engage with upper management as a strong business partner, and become a trusted financial advisor to VPs in the Americas Commercial team. This position will provide direct support for the US Commercial and Service functions. A successful candidate will exhibit strong business insight with a desire and ability to understand the business and not simply report on it. They must not only be at ease partnering with senior management on resource and planning needs but also enjoy identifying and driving operational improvements across the Finance and Accounting organization. Drive expense variance analysis and provide partnership to Commercial and Service business leaders to execute on plan; analyze historical, current, and projected financial data for use in planning, forecasting, and management decision making. Perform in-depth financial & operational analysis and quarterly/annual forecast modeling, including operating expenses, headcount, and capital, to accelerate future business planning decisions. Establish a regular cadence with business partners to review monthly actuals, analyze forecast variance, identify trends, and provide recommendations to drive forecast execution and accuracy. Prepare, analyze, and distribute functional and internal management reports, including financials P&L and operating review package. Responsible for month-end, quarter-end, and year-end FP&A close activities, including preparation of journal entries, reporting, and forecast activities related to Headcount, Capital, and Operating expenses. Understand standard accounting principles and policy and interact with accounting and financial partners to maintain proper financial processes, procedures, and controls. Conduct ad-hoc planning and analysis to support the business and senior management. Education and/or Work Experience Requirements: BS in Accounting/Finance or equivalent experience. 3+ years of proven experience in FP&A – Finance. Experience with HFM, Hyperion, Essbase planning, Power BI, Oracle ERP. Strong financial modeling, analytical and problem-solving skills that effectively interpret problems to provide solutions. Proficient Excel capabilities including creating automated models and workbooks using formulas, look-ups, and pivot tables. Outstanding prioritization skills (strong ability to organize multiple, competing priorities). Effectively communicate and present financial data, and collaborate with leadership. Natural bias towards continuous improvement. #J-18808-Ljbffr

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Financial Analyst

94501 Alameda, California Ampcus

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Ampcus Inc. is a certified global provider of a broad range of Technology and Business consulting services. We are in search of a highly motivated candidate to join our talented Team.

Job Title: Financial Analyst

Location(s): San Francisco, CA
(Hybrid)

Statement of Work:
  • Manage high volume of invoices and ensure payment within a timely manner.
  • Obtain approvals for invoices.
  • Check invoices for budget and compliance.
  • Process and code invoices and credit memos.
  • Research, identify, and resolve complex invoice issues related to electronic invoices and unpaid invoices.
  • Assist with managing AP related documents.
  • Familiarity with sales and use tax requirements and assessing amount on invoices appropriately.
  • Understand and identify transactions that are subject to 1099 reporting.
  • Audit and process expense reports for compliance.
  • Research and resolve expense report and invoice issues, making any corrections.
  • Provide guidance to campus on UC policies in procure-to-pay, Travel Expense and other policies related to Accounts Payable or reimbursements.
  • Manage high volume invoices and expense reports within online expense reimbursement and procure-to-pay system.
  • Review and approve payment requests according to UC policy and ensure complete and accurate documentation.
  • Provide excellent customer service to departmental users and vendors.
  • Ensure work queues are managed within Service Level Agreements (SLA).
  • Create and run departmental reports for operational monitoring, critical daily operation, and ad-hoc reports for analysis.

Systems proficiency:

  • Online Accounts Payable system (e.g., PeopleSoft or other large ERP system) or online expense reimbursement systems (e.g., Concur, Workday or other large system).
  • Proficient in Excel with the ability to manage large data sets and reporting.
  • Excellent written and verbal communication skills.
  • Detail oriented.
  • Good reading comprehension skills.
  • Ability to deal with sensitive situations with tact.
  • Ability to work in a fast-paced environment and effectively manage workload.
  • Bright and quick learner.
  • Bachelors degree preferred and US job experience.

Experience:

  • Looking for candidates with 1-2 years of experience.
  • Finance/accounting background, college degree.

Location:

  • Remote, but possible ad hoc in-person activity such as training or meetings on a limited basis at 1855 Folsom St in San Francisco, CA.

Shift:

  • Day 5x8-Hour (08:00 - 16:30) PST.

Ampcus is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veterans or individuals with disabilities.

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Financial Analyst

94199 San Francisco, California Skanska Sverige AB

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Job Overview Skanska is seeking a dynamic Financial Analyst. This role offers an excellent opportunity to start a career with a company that builds meaningful projects and values its team. We pride ourselves on fostering a culture of diversity and inclusion. Our work contributes significantly to society and the environment. We build across various sectors, including schools, roads, and hospitals, all aligned with our purpose: building a better society. Skanska's core values—Be Better Together, Act Ethically and Transparently, Commit to Customer, and Care for Life—are integral to our operations and support our Diversity & Inclusion efforts. Responsibilities The Financial Analyst will conduct corporate reviews of vendors and subcontractors within a specific region. Responsibilities include evaluating project experience, financial health, surety/bonding capacity, safety commitments, and verifying business certifications, licenses, and ethics compliance. The analyst will review financial statements to assess financial stability, profitability, liquidity, and cash flow, establishing prequalification limits and identifying potential risks. Strong leadership, communication, and analytical skills are essential. Prequalification Analyst Required Qualifications 3+ years of experience reviewing subcontractor prequalification forms, Surety Reference letters, and CPA-prepared financial statements. 3+ years of experience reviewing the Preconstruction/Operation bidders list for subcontractor prequalification. 1+ years of experience conducting quarterly audits of Risk Mitigation plans. Proficiency with MS Outlook, Excel, and Word. Note: Currently, the company is not considering applicants who require future employment sponsorship. Our Investment in You We offer comprehensive benefits including medical, dental, and vision insurance, personalized support tools, and guidance to help you care for yourself and your loved ones. Our diverse community and inclusive culture support your growth and success. We are committed to your overall well-being through inclusive total rewards and career development opportunities. Competitive compensation includes a base salary, bonus program, 401(k), and employee ownership options. Join us and be part of a winning team! Application Process Immediate consideration upon application! Background check required. Equal Employment Opportunity Skanska is an EEO employer. We do not discriminate based on race, color, religion, sex, national origin, disability, age, genetic information, citizenship, veteran status, or any other protected category under applicable laws. #J-18808-Ljbffr

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Financial Analyst

94199 San Francisco, California BeneFit Cosmetics

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Join to apply for the Financial Analyst role at Benefit Cosmetics Join to apply for the Financial Analyst role at Benefit Cosmetics Get AI-powered advice on this job and more exclusive features. Benefit Cosmetics You’re sooo Benefit! The Corporate Financial Analyst supports all House of Benefit cost centers, TR Americas/Europe, and Andinas by providing actionable financial information, conducting in-depth financial analysis, and collaborating on budget and forecasting activities. The role involves meticulous monitoring of key metrics, identifying opportunities for improvement, and synthesizing qualitative insights. What You’ll Do: Support month and year-end accounting close as necessary to meet monthly close schedule. This includes preparing accruals with department heads, researching financial posting issues, review preliminary results with Accounting partners to ensure completeness and accuracy of P&Ls. Conduct monthly review of Corporate P&Ls with Finance team to discuss variances against budget. Provide written variance commentary to Global Finance and upper management. Collaborate with department heads to develop program expense forecasts and implement various analytical frameworks (e.g. risk/opportunity assessment, core vs new, product categorization, committed vs uncommitted) to gather insightful qualitative information. Prepare P&L presentations that are clear and concise, and present financial results to various stakeholders which supports them in strategy and business-related decision making. Coordinate with all levels of management to support the annual budget cycle, preparing all annual budget packages and presentation materials. In collaboration with Global Finance, proactively monitor actuals and forecasts within Anaplan, ensuring data accuracy and completeness. Qualifications: Bachelor’s degree in Finance, Accounting, or a related field desired 2+ years of experience in financial planning, analysis and modelling Experience presenting financial information to a non-financial audience. Proficiency in Microsoft Office Suite, especially with Excel Knowledge of any accounting ERP software preferably Axapta. Knowledge of planning software preferably Anaplan. Knowledge of basic Generally Acceptable Accounting Principles (GAAP) and International Finance Reporting Standards (IFRS) required. Schedule: Hybrid - requires onsite presence weekly to Benefit's HQ Office in San Francisco, CA The target salary range for this position in California is $70,000 - $00,000 annually. The actual salary offered is based on market location and will depend on a variety of factors, which may include, as applicable, years of relevant experience; certifications or other professional licenses held; other legitimate, non-discriminatory business factors specific to the position; and the geographic location in which the applicant lives and/or from which they will perform the job. This position is eligible to earn an annual bonus. This position is also eligible for the following benefits, including but not limited to: comprehensive health, dental and vision plans; a 401(k) plan with employer matching, various paid time off programs; employee discounts/perks; life insurance; disability insurance; flexible spending accounts. Contract type: Permanent Job Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Personal Care Product Manufacturing Referrals increase your chances of interviewing at Benefit Cosmetics by 2x Sign in to set job alerts for “Financial Analyst” roles. Equity Financial Analyst - San Francisco San Francisco, CA $125 000.00- 200,000.00 2 years ago San Francisco, CA 75,000.00- 85,000.00 4 weeks ago San Francisco, CA 80,000.00- 120,000.00 3 weeks ago Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas) San Francisco, CA 93,000.00- 105,000.00 2 weeks ago Novato, CA 60,000.00- 80,000.00 1 month ago Analyst, Investment Banking – Technology – (San Francisco) Analyst, Technology Investment Banking - San Francisco, CA San Francisco, CA $146 400.00- 219,600.00 1 day ago San Francisco, CA 100,000.00- 120,000.00 3 months ago Investment Banking Analyst | Video Games San Francisco County, CA 110,000.00- 115,000.00 4 weeks ago San Francisco, CA 60,000.00- 75,000.00 3 months ago San Francisco, CA 80,000.00- 110,000.00 8 hours ago Financial Analyst II - Pottery Barn Kids and Teen Oakland, CA 80,000.00- 105,000.00 10 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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