72 results for Financial Analyst Financial Services in Concord, CA

Financial Analyst

Burlingame, CA
onsite
Temporary
35 - 40 USD / Hourly
🧾 Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking a detail-oriented Financial Analyst to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments. 💼 What You’ll Do:Prepare and analyze monthly, quarterly, and annual financial reports for client organizationsDevelop financial models to support budgeting, forecasting, and strategic planningPerform variance analysis to identify trends, risks, and opportunities in financial performanceAssist with the annual budgeting process and periodic financial forecastsAnalyze operating results and provide actionable insights to managementPrepare dashboards, KPIs, and management reporting packagesSupport month-end and quarter-end close by analyzing financial results and preparing supporting schedulesConduct profitability, cost, and margin analysis to support business decision-makingCollaborate with accounting, operations, and leadership teams to ensure accurate financial dataAssist with financial system implementations, reporting automation, and process improvementsSupport audit requests and assist with documentation for internal and external reviewsProvide ad-hoc financial analysis and reporting for special projects and strategic initiatives
2026-03-10T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team in the Palo Alto area, on a contract basis. In this role, you will provide critical support to the finance director by streamlining operational financial planning and analysis (FP&A) processes and ensuring accurate reporting. This position is ideal for someone who is detail-oriented, experienced in advanced financial tasks, and comfortable collaborating across departments. Responsibilities:• Generate and manage detailed expense reports to ensure accurate tracking and analysis.• Oversee headcount reporting and forecasting processes to align with organizational goals.• Develop and maintain budgets while providing precise forecasting to support decision-making.• Assist in month-end closing activities, including identifying accruals and reconciling accounts.• Review and analyze open purchase order (PO) reports to ensure proper management.• Monitor and manage expenses, with a focus on marketing spend, ensuring cost efficiency.• Scrub, validate, and analyze financial data to maintain integrity and reliability.• Collaborate with vendors to investigate invoices and resolve discrepancies in PO closures.• Partner with non-finance business stakeholders to provide financial insights and guidance.
2026-03-30T00:00:00Z

Financial Analyst

San Lorenzo, CA
onsite
Temporary
45 - 50 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: <ul><li>Analyze financial data and trends to provide actionable insights and recommendations </li><li>Develop, maintain, and improve budgeting and forecasting models </li><li>Prepare monthly, quarterly, and annual financial reports </li><li>Partner with department leaders to develop and monitor budgets </li><li>Conduct variance analysis and investigate discrepancies </li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation </li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance </li><li>Identify process improvement opportunities and help implement best practices </li></ul>
2026-03-27T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
42 - 49 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes. Responsibilities: • Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. • Develop and maintain financial models to support business planning and forecasting. • Perform ad hoc financial analysis to address specific business needs or challenges. • Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts. • Utilize data mining techniques to extract, analyze, and interpret large datasets. • Collaborate with cross-functional teams to deliver actionable financial insights. • Support strategic planning by providing in-depth analysis and recommendations. • Present findings and reports to stakeholders in a clear and concise manner. • Ensure accuracy and integrity in all financial data and analyses. • Stay updated on industry trends and best practices to enhance analytical methods.
2026-03-27T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is focused on supporting the finance director with operational financial planning and analysis, streamlining reporting processes, and ensuring accurate financial data management. You will play a key role in providing insights into expenses, headcount forecasting, and budgeting to drive informed decision-making. Responsibilities:• Prepare detailed expense reports and ensure accurate tracking of costs across various departments.• Conduct headcount reporting and forecasting to align staffing plans with organizational goals.• Develop and maintain budgets and forecasts, ensuring alignment with strategic objectives.• Provide support during month-end closing processes, including identifying accruals and reconciling accounts.• Analyze open purchase order reports and assist in resolving outstanding items.• Manage and monitor marketing expenses, ensuring adherence to budget limits.• Review and validate financial data to ensure accuracy and consistency.• Collaborate with cross-functional teams to investigate vendor invoices and address discrepancies.• Utilize advanced Excel techniques such as pivot tables and lookups to perform in-depth data analysis.
2026-03-30T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for a Senior Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is ideal for an experienced and detail-oriented individual with a strong background in financial planning and analysis (FP&A). You will play a key role in supporting the finance director by streamlining reporting processes and ensuring precise expense and headcount management. Responsibilities:• Prepare detailed expense reports and ensure accurate tracking.• Manage headcount reporting and provide reliable forecasting.• Develop and maintain budgets and financial forecasts.• Assist with month-end close activities, ensuring all necessary adjustments are completed.• Identify and record accruals to maintain accurate financial records.• Review open purchase order (PO) reports and address discrepancies.• Oversee expense management, including marketing spend, ensuring alignment with budgets.• Scrub and validate financial data for accuracy and completeness.• Collaborate with non-finance teams to address financial inquiries and resolve vendor-related issues.
2026-03-30T00:00:00Z

Financial Analyst - Entry Level

San Francisco, CA
onsite
Contract / Temporary to Hire
43 - 50 USD / Hourly
We are looking for an Entry-Level Financial Analyst to join our team in San Francisco, California. This is a Contract position with the possibility of becoming permanent. In this role, you will contribute to financial planning and analysis, providing valuable insights to support the organization's strategic goals. This is an excellent opportunity to grow your career while making a meaningful impact. Responsibilities:• Prepare monthly, quarterly, and annual financial reports, including variance analysis, forecasting, and performance insights.• Support budget creation and management by partnering with department leaders and ensuring accurate financial inputs.• Conduct financial analysis, including trend analysis, cost-benefit assessments, and modeling to support decision-making.• Track grant budgets, monitor expenditures, and prepare required financial reports for grant-funded programs.• Support annual audit preparation by organizing documentation and ensuring compliance with applicable regulations.• Maintain accurate financial records, recommend process improvements, and collaborate with program and department leaders on financial matters.
2026-03-25T00:00:00Z

Financial Analyst - Entry Level

Menlo Park, CA
onsite
Temporary
33.25 - 38.5 USD / Hourly
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech. Responsibilities: • Assist in developing and maintaining financial models to support forecasting and budgeting processes. • Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights. • Collaborate with cross-functional teams to support business planning and the financial aspects of product development. • Prepare and deliver financial reports and presentations tailored for senior leadership review. • Contribute to process improvements and tool enhancements for financial reporting workflows. • Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives. • Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing. • Support the financial evaluation of new product launches and strategic initiatives. • Monitor market trends and industry developments to inform financial strategies.
2026-03-25T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary
45 - 55 USD / Hourly
Overview:The Senior FP&A Analyst is a key member of the finance team, responsible for driving financial planning, forecasting, and analysis activities that support executive decision-making and strategic business goals. This role partners with cross-functional leaders to evaluate business performance, identify growth opportunities, and ensure the financial health of the organization.Key Responsibilities:<ul><li>Lead budgeting, forecasting, and long-range planning processes for the company or specific business units.</li><li>Analyze financial results, consolidate variance explanations, and present executive summaries to senior leadership.</li><li>Build and maintain complex financial models, projections, and dashboards for scenario analysis and performance tracking.</li><li>Collaborate with business units to evaluate investment opportunities, monitor key metrics, and support strategic initiatives.</li><li>Prepare and deliver management reporting packages, including month-end, quarter-end, and ad hoc reports.</li><li>Support the development and enhancement of FP&A systems, tools, and best practices.</li><li>Drive process improvements for efficiency and data accuracy within the FP&A function.</li><li>Serve as a finance business partner, providing actionable insights and guidance on financial impacts of business decisions.</li><li>Assist with board presentations, annual planning cycles, and ad hoc strategic projects as needed.</li></ul>
2026-03-23T00:00:00Z

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.
2026-03-26T00:00:00Z

Sr. Financial Analyst

Fremont, CA
onsite
Permanent
140000 - 155000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Fremont, California. In this role, you will play a critical part in analyzing financial data, developing models, and supporting key decision-making processes. The ideal candidate will have expertise in cost accounting, financial modeling, and manufacturing operations. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for improvement. • Develop and maintain complex financial models to support strategic planning and forecasting. • Conduct variance analysis to compare actual performance against budgets and forecasts. • Perform ad hoc financial analyses to address specific business challenges or opportunities. • Apply cost accounting principles to evaluate and optimize manufacturing product costs. • Review and analyze inventory costs to ensure accurate reporting and valuation. • Assist in the month-end close process by preparing journal entries and reconciliations. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Utilize NetSuite and other tools to streamline financial reporting and analysis. • Support the development and implementation of standard cost accounting practices.
2026-03-27T00:00:00Z

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

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent
105000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-03-27T00:00:00Z

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>
2026-03-20T00:00:00Z

Accounting Analyst

Concord, CA
onsite
Temporary
25 - 30 USD / Hourly
We are seeking a motivated and detail-oriented Junior Accounting Analyst with a strong focus on Accounts Receivable to join our clients team on a temp-to-hire basis. This role is ideal for someone looking to build a foundation in accounting while gaining hands-on experience in billing, cash applications, and customer account management.This position offers the opportunity to transition into a permanent role based on performance. Key Responsibilities Accounts Receivable (Primary Focus)<ul><li>Generate and issue customer invoices accurately and in a timely manner</li><li>Post and reconcile daily cash receipts, including ACH, wire, and check payments</li><li>Apply payments to customer accounts and resolve unapplied cash</li><li>Monitor aging reports and follow up on past-due balances</li><li>Assist with collections efforts, including customer outreach via email and phone</li><li>Investigate and resolve billing discrepancies, short payments, and disputes</li><li>Maintain accurate customer account records and update billing information as needed</li><li>Support credit reviews and new customer setup</li></ul>
2026-03-20T00:00:00Z

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

Wealth Analyst

San Ramon, CA
onsite
Permanent
80000 - 120000 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

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>
2026-03-20T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-03-27T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-03-13T00:00:00Z

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

Finance Manager

Vacaville, CA
onsite
Permanent
140000 - 170000 USD / Yearly
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
2026-03-23T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent
150000 - 175000 USD / Yearly
We are looking for a skilled Decision Support Finance Manager to join our healthcare team in Emeryville, California. This role requires a proactive and analytical individual who can oversee financial planning and analysis to support organizational goals. You will play a key role in managing budgets, analyzing variances, and delivering actionable insights to drive financial efficiency. Responsibilities:<ul><li>Lead annual budgeting and monthly variance analysis, identifying trends and areas to bring departments back in line with targets</li><li>Analyze financial, operational, capital, and strategic planning data and present actionable insights</li><li>Monitor position control and labor metrics; partner with cost centers to manage staffing within benchmarks</li><li>Collaborate with departments to drive efficiencies and implement system, process, and performance improvements</li><li>Act as a strategic financial partner, building strong, trusted relationships across the organization</li><li>Produce and maintain profitability, volume, service, and ad‑hoc financial reports</li><li>Use benchmarking and trend analysis to identify performance improvement opportunities</li><li>Oversee decision support systems, ensuring data accuracy, audits, and documentation</li><li>Support capitation rate development, forecasting utilization, risk, and expenditures</li><li>Manage budgeting tools and regulatory reporting</li><li>Partner with actuaries, auditors, vendors, and internal teams to resolve data and coding issues</li></ul>
2026-03-18T00:00:00Z