88 results for Senior Financial Planner in Berkeley, CA

Senior Financial Planner

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Financial Planner

Menlo Park, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Financial Planner | Marin, CA

San Rafael, CA
onsite
Permanent
140000 - 170000 USD / Yearly
This role is for wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing, client-focused firm to recruit a Financial Planner to join their dynamic team. The OpportunityThis is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence. Responsibilities<ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul>
2026-03-16T00:00:00Z

Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
90000 - 140000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-28T00:00:00Z

Financial Planner - Wealth Management Firm

Alamo, CA
onsite
Permanent
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Lead Financial Planner | CFP Required

Mountain View, CA
onsite
Permanent
130000 - 150000 USD / Yearly
Jennifer Fukumae is seeking a talented Lead Financial Planner to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans. Responsibilities<ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul>
2026-03-16T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent
120000 - 160000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees. You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand. Responsibilities<ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-28T00:00:00Z

Senior FP&A Analyst

Campbell, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced Senior FP&A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support. Responsibilities:<ul><li>Lead all FP&A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP&A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
2026-02-27T00:00:00Z

Financial Planner - CFP required

Alamo, CA
onsite
Permanent
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Planner - Fee-Only RIA

San Mateo, CA
onsite
Permanent
120000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Lead Financial Planner - RIA

Menlo Park, CA
onsite
Permanent
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Fund Accountant

Burlingame, CA
onsite
Permanent
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant| Investment Management Firm| Burlingame| Hybrid Join a high-impact investment management firm. With over $5B in AUM, this mission-driven team partners with sophisticated investors to create lasting community impact. This role offers the chance to work on a small, collaborative team where your work is visible and valued. You’ll gain direct exposure to senior leadership, hands-on fund accounting experience, and meaningful projects. The firm offers a flexible hybrid schedule (2–3 days in office) and strong long-term growth potential. Responsibilities<ul><li>Prepare fund financial reporting, including capital calls, distributions, fees, and waterfall calculations</li><li>Support quarterly closes, NAV calculations, and annual financial statements</li><li>Review and coordinate with fund administrators and third-party providers</li><li>Assist with audits, tax filings, and LP reporting requests</li><li>Produce fund and investment performance reporting</li><li>Manage cash activity, AP/AR, reconciliations, and funding coordination</li><li>Identify and implement process and system improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-02-12T00:00:00Z

Sr. Financial Analyst

Los Altos, CA
onsite
Temporary
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join our team in Los Altos, California. In this long-term contract position, you will play a pivotal role in leading budget development and administration while ensuring compliance with fiscal management principles, organizational policies, and relevant state regulations. This position offers the opportunity to collaborate with various stakeholders, analyze complex financial data, and provide valuable insights to support decision-making. Responsibilities: • Act as a key advisor to administrators and staff regarding budget development processes, policies, and procedures. • Conduct detailed financial analyses, including variance analysis and financial modeling, to review, audit, and reconcile budgets. • Prepare comprehensive reports featuring narratives, financial interpretations, and actionable recommendations. • Research and analyze financial and statistical data to identify trends and provide insights to management. • Create and present financial documentation, including reports for Board of Trustees meetings. • Process budget adjustments, journal entries, and accruals, ensuring compliance with financial standards. • Monitor expenditures and fiscal activities, addressing potential issues and recommending corrective actions. • Provide technical expertise to program managers and staff on budget-related matters, including changes and transfers. • Maintain and ensure the accuracy of data management systems, generating specialized reports as needed. • Identify and resolve complex budgetary and financial challenges through thorough analysis and forecasting.
2026-03-19T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary
55 - 60 USD / Hourly
Our client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement. This role has the possibility to convert to full time. In this long-term contract role, you will play a key part in driving financial planning and analysis, supporting strategic decision-making, and ensuring compliance with global reporting standards. This position is ideal for someone with strong attention to detail, excellent analytical skills, and a passion for improving financial processes. The expected pay while a contractor is expected to be $55-$60/hr. DOE and location. This is a 100% remote role. Responsibilities:• Lead the preparation and alignment of financial datasets across regions and departments to support strategic reporting and analysis• Perform in-depth analysis of financial trends, identifying anomalies and providing actionable insights to support operational and strategic decisions• Collaborate with Data Governance teams to ensure all reporting complies with global standards and methodologies• Develop and implement automated workflows to enhance the efficiency and accuracy of financial reporting processes• Prepare detailed financial reports tailored to regional needs, focusing on profitability metrics, variance analyses, and resource allocation• Guide analysts who are new to the field in best practices for data validation, report generation, and financial modeling, fostering team growth and knowledge sharing• Partner with cross-regional teams to align forecast inputs with corporate priorities and governance standards• Conduct detailed variance analyses of quarterly forecasts, identifying key drivers and presenting insights to senior leadership• Work closely with Finance Intelligence & Innovation teams to refine forecasting tools and integrate scalable solutions• Support the creation of scenario models and data inputs for senior analysts and finance business partners
2026-03-06T00:00:00Z

Sr. Financial Analyst

Palo Alto, CA
remote
Permanent
120000 - 130000 USD / Yearly
SENIOR ACCOUNTANT We're on the lookout for an experienced accounting professional to take on the full-time role of Senior Accountant at a large company offering remote work option. The Senior Accountant is responsible for the more complex activities associated with maintaining general ledger accounts and for developing financial statements and reports. This position offers a great long-term growth potential, including a strong compensation and benefits package for the candidate. We are seeking an individual with strong analytical skills that excels working in a challenging and fast-paced work environment while contributing to the continued success of the firm.
2026-02-17T00:00:00Z

Sr. Financial Analyst

American Canyon, CA
onsite
Temporary
35 - 50 USD / Hourly
Our Full-Time Engagement Professionals (FTEP) program provides clients with access to full-time employees of our company who can step in for critical projects and interim assignments. We are seeking an experienced Senior Financial Analyst to join our FTEP team, delivering advanced finance expertise and strategic business support to organizations across various industries.Primary Responsibilities:<ul><li>Lead and support clients’ budgeting, forecasting, and long-range financial planning processes, ensuring alignment with business objectives.</li><li>Analyze financial results, variances, and trends, providing meaningful insights and recommendations to client leadership teams.</li><li>Develop and maintain complex financial models to evaluate business scenarios, capital investments, mergers/acquisitions, or operational initiatives.</li><li>Prepare detailed management reports, dashboards, and presentations to summarize key findings for stakeholders.</li><li>Collaborate closely with client departments—including Accounting, Operations, and Executives—to gather data and support companywide financial initiatives.</li><li>Work with client teams to implement process improvements, enhance reporting accuracy, and optimize financial decision-making.</li><li>Guide or mentor client staff on best practices in financial analysis and reporting, as needed.</li><li>Maintain strict adherence to client and company confidentiality, compliance standards, and financial controls.</li></ul>
2026-03-19T00:00:00Z

Financial Planner | RIA $4B AUM!

Walnut Creek, CA
onsite
Permanent
115000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base. Responsibilities<ul><li>Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies</li><li>Participate in client meetings as a resource for specialized financial planning topics</li><li>Support the design, presentation, and execution of sophisticated financial plans</li><li>Conduct research on financial planning concepts, regulations, and strategies as needed</li><li>Maintain and update client data within financial planning software platforms</li><li>Establish and manage departmental policies, processes, and operational procedures</li><li>Provide guidance to Advisors on financial planning best practices</li><li>Monitor industry developments and communicate relevant financial planning updates to the advisory team</li></ul>
2026-03-09T00:00:00Z

Senior Cost Accountant

Walnut Creek, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Our Client is looking for a Senior Cost Accountant to take charge of essential financial processes and contribute significantly to a dynamic and expanding organization. This position is ideal for someone with strong attention to detail, cost accounting expertise, and a proactive approach to problem-solving. If you thrive in fast-paced environments and enjoy working collaboratively across teams, this role is an excellent opportunity to make a meaningful impact. Responsibilities:• Establish and manage standard costs for co-manufactured products.• Conduct detailed analyses of product-level variances to identify cost drivers.• Contribute to inventory valuation, audit readiness, and month-end closing activities.• Validate and reconcile invoices and charges from co-manufacturers.• Collaborate with teams across Finance, Procurement, and Operations, as well as external partners.• Assist in budgeting, forecasting, and conducting cost sensitivity analyses.• Ensure accuracy in cost data and enhance data integrity within organizational systems.• Develop scalable processes to improve efficiency and streamline costing operations.
2026-02-20T00:00:00Z

Senior Cost Accountant

Pleasanton, CA
onsite
Permanent
90000 - 111000 USD / Yearly
We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations. Responsibilities: • Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making. • Prepare monthly cost reports and provide insights to plant leadership and finance teams. • Investigate variances between standard and actual costs, offering detailed explanations and recommendations. • Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards. • Maintain and update Bills of Materials (BOMs) in partnership with production teams. • Assist in creating annual budgets and rolling forecasts for manufacturing costs. • Contribute to cost projections for new product launches and trials to support strategic planning. • Identify opportunities for cost-saving and efficiency improvements within production processes. • Ensure compliance with internal controls, industry standards, and company policies. • Support audits related to manufacturing costs and assist in maintaining accurate financial records.
2026-02-27T00:00:00Z

Senior Fund Accounting Manager

San Francisco, CA
onsite
Permanent
130000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accounting Manager| San Francisco| Hybrid; 1 day in office Step into a high-impact leadership role with a top outsourced finance partner to hedge funds. You won’t just oversee engagements, you’ll be a trusted advisor to fund principals, helping drive strategy, strengthen infrastructure, and support growth. You’ll lead a sharp internal team, own meaningful client relationships, and operate at the center of complex, fast-moving investment platforms. The firm offers a flexible hybrid model with just one in-office day per week, generous PTO, and a culture built on trust, autonomy, and performance. Responsibilities<ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Own shadow books, NAV oversight, financials, valuations, audits, and tax coordination</li><li>Act as a primary contact for investor relations and operational due diligence</li><li>Review and elevate monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and manage relationships with prime brokers and custodians</li><li>Play a hands-on role in fund launches, vendor decisions, and strategic initiatives</li><li>Collaborate across compliance, legal, tax, and operations to keep platforms running seamlessly</li><li>Tackle regulatory reporting and high-level special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z