49 Financial Modeling jobs in San Francisco

Strategic and Financial Planning Analyst
+ Oakland, CA
+ Highland General Hospital
+ SYS Operational Transformation
+ Full Time - Day
+ Business Professional & IT
+ $44.15 - 73.56/ Hour
+ Req #:
+ FTE:1
+ Posted:August 11, 2025
**Summary**
**Alameda Health System offers outstanding benefits that include:**
+ 100% employer health plan for employees and their eligible dependents
+ Unique benefit offerings that are partially or 100% employer paid
+ Rich and varied retirement plans and the ability to participate in multiple plans.
+ Generous paid time off plans
**Role Overview:**
Alameda Health System is hiring! The Strategic and Financial Planning Analyst supports the development and execution of an organization's operational initiatives by conducting research, analyzing data, and providing actionable insights. This role collaborates with cross-functional teams to align business objectives, evaluate performance, and drive long-term growth. The analyst plays a key role in forecasting trends, assessing risks, preparing strategic plans to support decision-making, maintaining financial models to support budgeting, forecasting, and long-term strategic planning using internal and external data sources.
**DUTIES & ESSENTIAL JOB FUNCTIONS** : NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Not all duties listed are necessarily performed by each individual in the classification.
+ Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning using internal and external data sources.
+ Retrieve and analyze financial data from enterprise resource planning (ERP) systems (e.g., SAP, Oracle) and healthcare-specific platforms (e.g., Epic, Cerner) to assess revenue, expenses, and profitability.
+ Utilize data systems to extract internal operational data (e.g., patient volumes, cost per procedure) and external market data (e.g., competitor pricing, payer trends) to inform strategic decisions.
+ Access and analyze strategic growth data from business intelligence tools (e.g., Tableau, Power BI) and market research platforms (e.g., IBISWorld, Bloomberg) to evaluate expansion opportunities and service line performance.
+ Prepare detailed reports and presentations for senior management, integrating financial, market, and growth data to highlight key performance indicators (KPIs) and trends.
+ Monitor operational expenses and identify cost-saving opportunities using data from financial and clinical systems, ensuring alignment with care quality standards.
+ Collaborate with clinical and operational teams to assess the financial impact of new programs, capital investments, or partnerships using integrated data insights.
+ Ensure compliance with healthcare regulations (e.g., HIPAA, CMS guidelines) in data retrieval and financial reporting processes.
+ Conduct variance analysis and provide actionable recommendations to address budget deviations, leveraging data from multiple systems.
+ Collect and analyze market, industry, and internal data to identify trends, opportunities, and risks.
+ Assist in developing strategic plans, setting objectives, and defining key performance indicators (KPIs).
+ Create models to forecast business outcomes, evaluate scenarios, and support budgeting or investment decisions.
+ Prepare reports, presentations, and dashboards to communicate insights to leadership and stakeholders.
+ Work with departments (e.g., finance, marketing, operations) to align strategies and ensure cohesive execution.
+ Monitor competitors and industry developments to inform strategic recommendations.
+ Evaluate the effectiveness of strategic initiatives and recommend adjustments as needed.
+ Provide data-driven insights to support leadership in decision-making and long-term planning.
**Qualifications:**
_Any combination of education and experience that would likely provide the required knowledge, skills and abilities as well as possession of any required licenses or certifications is qualifying._
Required Education: Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related field;
Required Experience: 2-5 years of experience in financial analysis, preferably in healthcare (e.g., hospitals, clinics, or insurance).
Required Experience: Proficiency in retrieving and analyzing data from ERP systems (e.g., SAP, Oracle), healthcare platforms (e.g., Epic, Cerner), and business intelligence tools (e.g., Tableau, Power BI).
Required Experience: Experience with market research platforms and external data sources for competitive and industry analysis.
Required Experience: Strong financial modeling and Excel skills, with the ability to integrate diverse datasets.
Required Experience: Familiarity with healthcare reimbursement models (e.g., Medicare, Medicaid, value-based care) and regulatory compliance.
Required Experience: Excellent analytical and problem-solving skills with a focus on data-driven decision-making.
Required Experience: Ability to communicate complex financial and market insights to non-financial stakeholders.
Alameda Health System is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military background.

Description & Requirements

Be part of something great

Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.

Role Summary

To establish and lead all financial planning, budgeting, forecasting and financial performance analytics activities across the UK business, ensuring alignment between strategic goals, operational delivery and financial outcomes. The role owns the design and implementation of robust FP&A processes, templates and tooling and acts as the financial pillar for enterprise level performance planning and transformation finance.

Essential Duties & Responsibilities

1. Lead the UK wide budgeting, forecasting and financial planning cycles, ensuring clarity of timelines, ownership, interdependencies and assumptions in alignment with the corporation in the US.

2. Develop and own the UK FP&A reporting toolkit including templates, scenario modelling and standardised formats to drive consistency and transparency.

3. Partner with Operational finance teams to translate business performance into actionable insights, ensuring that forecasts, variance analysis and KPIs reflect operational reality.

4. Oversee the Central Services Business partnering activities, ensuring functional overheads (HR, Technology, Legal, Finance etc) are planned and managed effectively with clear accountability and challenge.

5. Lead the Service Operations Finance capability, owning business case financials, cost-to-serve modelling and transformation cost tracking to inform investment and ROI decisions.

6. Drive continuous improvement in finance processes, data flows and tooling, acting as the business lead for any future FP&A technology implementations.

7. Design and implement fit-for-purpose financial structures (e.g. cost centres, attributes, hierarchies) to support the capability based operating model, enabling tracking, planning and decision making through transformation.

Preferred Skills & Qualifications

Essential

• Qualified accountant (CIMA/ACA/ACCA) or equivalent with extensive post-qualification experience in FP&A or commercial finance leadership.

• Proven track record of leading enterprise level financial planning and forecasting processes in complex, matrixed organisations.

• Strong understanding of finance transformation, cost modelling and enabling technology.

Desirable

• Experience in public sector or outsourced services organisations.

• Prior involvement in FP&A system implementation or finance target operating model design.

Individual Competencies

• Strategic Thinking and planning

• Financial Acumen

• Leadership and team development

• Change Management

• Technology and Data Orientation

• Collaboration & Influencing

• Problem Solving and Decision Making

• Business Partnering Mindset

Maximus Competencies

• Embraces Respect.

• Partners Effectively.

• Creates Innovative Solutions.

• Focuses on the Customer.

• Demonstrates Compassion.

• Takes Responsibility & Acts with Integrity.

Travel Requirements

•UK wide as required.

EEO Statement

Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal well-being and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.

We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long-term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for an interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.

Minimum Salary

£

110,000.00

Maximum Salary

£

115,000.00

Job Summary:
This senior level employee is primarily responsible for conducting complex financial assessment and modeling efforts, leading internal audit processes, creating budgets and forecasts, completing costing activities, and developing reports on region/business unit performance.
Essential Responsibilities:
+ Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback.
+ Conducts or oversees business-specific projects by applying deep expertise in subject area; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others.
+ Evaluates the business environment by leading financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting and communicating information in reports summarizing business, financial, or economic data.
+ Leads internal audit process, reviews audit results, and engages with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas.
+ Creates budgets and/or forecasts in accordance with business strategic initiatives by interpreting and communicating budgeting trends; communicating results of budget and complex forecasting; participating in the development of department/regional budgets; and making recommendations.
+ Advises region/business unit leaders on strategic fiscal matters by developing and designing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; leading regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Senior Management team on reading and interpreting financial results, analyzing variances, and improving performance.
+ Conducts complex financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; developing what-if scenarios and forecasts using in-house models or software; and making recommendations.
+ Evaluates the business vision, objectives, and strategic initiatives by performing financial analysis to evaluate financial impact of strategies and initiatives.
+ Completes costing activities by identifying cost avoidance and cost recovery opportunities and applying solutions.
+ Evaluates performance/operations/financial state by using and recommending improvements; developing and implementing new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; leading the completion of financial analyses (e.g., operating cash flow analyses, benchmarking, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); evaluating results; and leading the completion of variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Reports region/business unit financial information by reviewing evaluation of financial trends, data analysis reports, and forecasts of income and expense; suggesting changes to Leadership based on assets, liabilities, revenues, and expenses; and reviewing the data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Supports field operations by analyzing and interpreting their operational/financial performance; and recommending areas of improvement.
+ Leads Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; communicating the financial status (viability) of business partners; and evaluating risk implications.
+ Improves financial performance by analyzing and interpreting financial trends; partnering with business leaders to identify actions that address performance issues; and implementing enhancements to operational issues in order to improve performance.
+ Informs strategic financial planning by interpreting and making recommendations based on financial, utilization, and benchmark data.
+ Drives strategic financial planning by preparing and analyzing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and interpreting financial concepts for financial planning and control.
Minimum Qualifications:
+ Minimum three (3) years experience in a leadership role with or without direct reports.
+ Bachelors degree in finance, business, or related field and Minimum eight (8) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning & Analysis Analyst V Medicare
LOCATION: Oakland, California
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Job Summary:
In addition to the responsibilities listed below, this individual contributor position is also responsible for serving as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments under the guidance and direction of more senior staff. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to drive operational excellence through influence, analysis, interpretation and data validation.
This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.
Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome.
+ Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives. Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team.
+ Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and generating reports summarizing business, financial, or economic data.
+ Completes costing activities by identifying cost avoidance and cost recovery opportunities.
+ Supports improving financial performance by identifying financial trends; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues.
+ Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
+ Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets.
+ Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports field operations by analyzing their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas.
+ Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field and Minimum three (3) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning & Analysis Analyst III, Medical Financial Operations
LOCATION: Redwood City, California
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Job Summary:
In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments. This includes providing operational and financial reporting, analysis and consultation in support of organizational strategic goals; providing resource allocation support including business case development; and collaborating with clinical department leadership to frequently drive operational excellence through influence, analysis, interpretation and data validation.
This position is required to maintain and leverage an understanding of health care operations and KPs integrated health care model at the clinical level. This may include interpreting large volumes of complex data (e.g., medical records, financials, etc.); providing detailed operational data to evaluate performance improvement initiatives; programming and conducting statistical analyses (e.g., SAS, SQL, etc.) to drive data-driven decision-making; conducting research and/or preparing detailed business cases in partnership with department leaders.
Finally, this position is also responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies in regard to appointment supply and demand; applying data modeling concepts to financial and non-financial scenarios; and developing and maintaining complex staffing models used for department and medical center operations.
Essential Responsibilities:
+ Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.
+ Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.
+ Evaluates complex business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting reports summarizing business, financial, or economic data.
+ Leads internal audit process, reviews audit results, and may engage with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas.
+ Creates budgets and/or forecasts in accordance with business strategic initiatives by analyzing and interpreting budgeting trends; reviewing results of budget and forecasting; coordinating with others to develop department/regional budgets; and making recommendations.
+ Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; participating in regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Management team on reading and interpreting financial results, analyzing variances, and improving performance.
+ Conducts financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; and developing, reviewing, and recommending what-if scenarios and forecasts using in-house models or software.
+ Assesses the business vision, objectives, and strategic initiatives by conducting and/or reviewing research provided by others to assess financial impact of strategies and initiatives.
+ Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.
+ Evaluates performance/operations/financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; reviewing and conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and reviewing and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Reports region/business unit financial information by evaluating and communicating financial trends, findings in data analysis reports, and forecasts of income and expense; reviewing and communicating assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Supports field operations by analyzing and interpreting their operational/financial performance; and determining areas of improvement.
+ Conducts Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; making recommendations regarding the financial status (viability) of business partners; and assessing risk implications.
+ Improves financial performance by analyzing financial trends; and in partnership with the business leaders, uses results of analysis and understanding of operations to identify actions that address operational performance issues.
+ Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.
+ Assists with strategic financial planning by preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and developing and interpreting financial concepts for financial planning and control.
Minimum Qualifications:
+ Minimum two (2) years finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
+ Bachelors degree in finance, business, or related field and Minimum six (6) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning and Analysis IV, Medical Financial Operations
LOCATION: Redwood City, California
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Description
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Due Diligence, M& A Associate at an advisory firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule.
This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you'll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.
Responsibilities
+ Analyze financial statements, cash flows, and the overall health of target companies
+ Collaborate with junior and senior team members to manage projects
+ Build financial models and prepare deliverables using Excel
+ Handle multiple projects simultaneously and adapt to evolving challenges
+ Provide clear financial insights and prepare client-ready presentations
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 3+ years of experience in audit or financial due diligence. NO EXCEPTIONS
+ CPA or Progress toward CPA (at least 2 exams passed).
+ Strong knowledge of financial statement analysis and GAAP.
+ Advanced skills in Excel and PowerPoint (Power BI or Alteryx a plus).
+ Strong analytical, organizational, and communication skills.
+ Ability to work in a fast-paced environment and solve problems independently.
+ Attention to detail and eagerness to learn.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration.
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 ( .

Our client, a global retail leader, is seeking a Senior Financial Analyst to join its dynamic and collaborative Technology Finance team. This role offers the opportunity to partner closely with engineering, product, and project management teams to drive financial discipline, support strategic decision-making, and optimize spend across a broad technology portfolio. The team environment is fast-paced, collaborative, and solutions-oriented, with a strong focus on cost management, financial transparency, and continuous process improvement.

**Please note this is a hybrid, contract role with opportunity for conversion based in San Francisco, CA. Pay would be $55-$57/hr.**

Key Responsibilities:

• Lead key financial processes including month-end close, forecasting, budgeting, and variance analysis for technology operations, with a primary focus on Stores software/hardware, B2B systems, and Corporate Systems domains.
• Partner with business stakeholders to provide financial support and decision-making guidance for both capital and operating expenses.
• Evaluate project spend trends, identifying cost overruns, savings opportunities, and financial risks related to scope or schedule changes.
• Manage large-scale cost allocations and communicate financial impacts of contractual commitments to stakeholders across business units.
• Support contract labor budgeting and onboarding processes through tools such as SAP Fieldglass, ensuring accurate task assignments and capital project time reporting.
• Ensure proper accounting treatment (capital vs. expense) in alignment with FASB standards and internal policies.
• Contribute to portfolio planning and project evaluation by compiling non-payroll operating budgets and supporting ROI and cost estimate analyses.
• Maintain and update financial forecasts and budgets in planning tools such as Essbase, and continuously seek opportunities to automate reporting and improve workflow efficiency.

Qualifications:

• Bachelor’s degree in finance, Accounting, or a related field (or equivalent work experience)
• Minimum 4 years of experience in financial analysis or financial planning in a complex, multi-unit environment
• Advanced proficiency in Excel and strong presentation skills using PowerPoint
• Experience with ERP and planning tools such as Oracle ERP Cloud, Essbase, and Power BI is highly preferred
• Strong analytical mindset with a self-driven approach to investigating variances and delivering actionable insights
• Solid understanding of GAAP and experience applying accounting principles to reporting and planning
• Familiarity with capital project analysis (e.g., NPV, IRR, lease vs. buy assessments)
• Knowledge of lease and store construction terminology is a plus
• Prior experience supporting or working within a Technology function is beneficial
• Exposure to hardware/software negotiations or contract management is a plus

Please submit your resume for immediate consideration!

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here: .

Bon Appetit
**Salary:** $120,000 - $130,000
**Other Forms of Compensation:** yearly bonus
**Pay Grade: 15**
Our Passion is Food!
At Bon Appetit Management Company we are committed to two things, great food and outstanding service! At Bon Appetit you won't find our managers referring to a corporate recipe book or our chefs microwaving the lunch special. We do not have standardized recipes or central commissaries, instead, our chefs and managers are expected to stay abreast of current culinary trends and bring cutting edge food into their cafes. We are a restaurant company that operates in contract food service. That means you will have the freedom to be creative, take risks, and truly shine. We are committed to our staff growing, trying new things, and learning all that they can. Our rapid growth and breadth of accounts translates into exciting opportunities for our people!
**Job Summary**
As a Senior Financial Analyst supporting a multi-site foodservice operation, you will serve as a key operational finance partner to the site teams. You will provide strategic financial insights through deep analysis, scenario planning, and performance tracking that informs cost optimization and supports business decisions. This role plays a pivotal part in identifying and modeling opportunities for improved efficiency and financial performance while ensuring accurate forecasting, budgeting, and reporting. The ideal candidate is analytical, collaborative, and proactive - with a passion for driving value through data.
**Key Responsibilities:**
+ Partner closely with site teams to provide actionable financial insights that support business planning and cost optimization.
+ Analyze financial performance and identify drivers of variance to support forecasting, budgeting, and operational decision-making.
+ Build and maintain financial models for scenario analysis, forecasting, and cost-benefit evaluation.
+ Track the financial impact of cost-saving initiatives, ensuring accurate measurement and reporting of results.
+ Lead and coordinate account-level budgeting and reforecasting processes, incorporating both local and firmwide inputs.
+ Prepare and participate in monthly reviews of performance (budget vs. actuals), communicating findings and recommending corrective actions.
+ Support billing accuracy and financial reporting by coordinating with site teams and internal stakeholders.
+ Work collaboratively with field accounting teams during the monthly close process, ensuring accurate reporting.
+ Continuously improve tools, models, and reporting methods to enhance financial transparency and decision-making.
**Qualifications:**
+ Bachelor's Degree in Finance, Accounting, Business Administration, or related field
+ 5+ years of relevant financial analysis or FP&A experience
+ Strong business acumen and a proven ability to influence operational decision-making through financial insight
+ Advanced Excel and PowerPoint skills; proficiency in financial modeling, dashboard creation, and data visualization
+ Experience with financial systems such as SAP, Anaplan, or Essbase is a plus
+ Strong interpersonal and communication skills; able to collaborate effectively across teams and with external clients
+ High attention to detail, organizational discipline, and commitment to delivering actionable, high-quality analysis
+ Creative thinker with a strategic mindset and a proactive, solution-oriented approach
**Apply to Bon Appetit today!**
_Bon Appetit is a member of Compass Group USA._
Click here to Learn More about the Compass Story ( at** **Bon Appetit** **are offered many fantastic benefits.**
+ Medical
+ Dental
+ Vision
+ Life Insurance/ AD
+ Disability Insurance
+ Retirement Plan
+ Paid Time Off
+ Holiday Time Off (varies by site/state)
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
+ Paid Parental Leave
+ Personal Leave
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here ( for paid time off benefits information.
**Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.**
**Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.**
Applications are accepted on an ongoing basis.
**Bon Appetit maintains a drug-free workplace.**
**Req ID:**
Bon Appetit
Jacinda Moore

Description
We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California.
Responsibilities:
+ Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.
+ Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.
+ Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.
+ Create executive-level reports such as dashboards, management packages, and Board presentations.
+ Streamline and automate reporting processes using Pigment, Looker, and related tools.
+ Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.
+ Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.
+ Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.
+ Support development and maintenance of three-statement models and scenario-based forecasting.
Requirements
+ 5+ years of Corporate FP& A experience, including 3+ years managing budgets and forecasts independently; high-growth or tech-enabled background preferred.
+ Bachelor's degree in Finance, Economics, Statistics, Business, or related quantitative field.
+ Proficient in planning tools (Pigment, Adaptive, etc.); Netsuite strongly preferred, Workday a plus.
+ Skilled in financial modeling and advanced Excel/data modeling (VBA, array functions, Power Pivots); familiarity with SQL, Python, R, and Looker a plus.
+ Strong knowledge of accounting principles, month-end close, and three-statement financial modeling.
+ Capable of building compelling visualizations and executive-ready presentations.
+ Analytical, detail-oriented, and adaptable with a strong learning mindset.
+ Excellent written, verbal, and interpersonal communication skills with the ability to influence and build collaboration.
+ Motivated to take on increasing responsibility and grow within the organization.
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 ( .