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123 results for Treasury Analyst Manager in Danville, CA

Financial Planning & Analysis Manager
  • Emeryville, CA
  • remote
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><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>
  • 2026-02-12T16:53:48Z
Controller
  • Benicia, CA
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
  • 2026-02-13T16:38:41Z
Workday Financials Business Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 80.00 - 95.00 USD / Hourly
  • <p>Robert Half Management Resources is looking for a skilled Workday Financials Business Analyst with expertise in Banking and Treasury operations to join one of our clients on an interim basis. This role emphasizes financial accuracy and operational efficiency, bridging the gap between Finance, Treasury, and IT. The ideal candidate will have a strong accounting background combined with technical proficiency in Workday, ensuring seamless banking configurations and precise financial reporting.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and manage Workday Banking functionalities, including bank account setup, connectivity, and electronic file formats.</p><p>• Perform and oversee complex bank reconciliations, ensuring alignment with corporate accounting standards and accurate cash-to-bank reporting.</p><p>• Support Treasury functions such as cash pooling, intercompany transfers, and liquidity monitoring within the Workday system.</p><p>• Collaborate with stakeholders to translate financial needs into system requirements, ensuring seamless communication between Finance, Treasury, and external banking partners.</p><p>• Document detailed business requirements, identify risks, and propose actionable solutions to keep project workflows on track.</p><p>• Monitor and optimize cash movement processes to enhance efficiency and accuracy.</p><p>• Ensure the integrity of financial data and workflows, maintaining compliance with accounting and reporting standards.</p><p>• Provide analytical insights to improve processes related to banking transactions and cash management.</p><p>• Act as a functional lead for project workstreams, ensuring deadlines and objectives are met.</p><p>• Support the integration of Treasury and banking operations into broader financial systems for improved reporting and decision-making.</p>
  • 2026-02-26T23:24:08Z
Senior Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 160000.00 - 180000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
  • 2026-02-25T08:03:49Z
Finance Manager
  • San Francisco, CA
  • onsite
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
  • 2026-01-29T03:28:40Z
Treasury Manager
  • San Francisco, CA
  • remote
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • <p>We are looking for an experienced Treasury Manager to assist our client in San Francisco. This position is ideal for someone with a strong background in corporate treasury and financial operations and will play a vital role in managing cash flow, optimizing financial procedures, and ensuring compliance with investment policies. This is a long-term contract opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including cash positioning, forecasting, and intercompany transactions.</p><p>• Develop and distribute treasury-based cash forecast models to improve financial planning.</p><p>• Collaborate with engineering and product teams to support projects such as new payment methods, currency launches, and local payment integrations.</p><p>• Oversee banking relationships and payment service provider systems, ensuring secure access management.</p><p>• Evaluate fees and costs across service providers, identifying opportunities for optimization.</p><p>• Implement risk management strategies, including foreign exchange hedging.</p><p>• Monitor the investment portfolio to ensure compliance with established policies and provide necessary support to stakeholders.</p><p>• Work closely with internal audit teams to document and execute controls over treasury processes, ensuring organizational compliance.</p><p>• Recommend and implement improvements to treasury procedures, including the development of standard operating procedures.</p><p>• Lead and oversee implementation projects related to treasury operations.</p>
  • 2026-02-05T21:58:49Z
Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p>Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).</p><p>The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.</p><p>Analyze financial performance, support teams, and drive process improvements.</p><p>Manage working capital, month-end close, and vendor payments.</p><p>This is a hybrid position in San Francisco and relevant experience is highly preferred.</p><p><br></p><p><br></p>
  • 2026-02-09T17:53:42Z
Financial Planning Analyst
  • Mountain View, CA
  • onsite
  • Temporary
  • 45.00 - 55.00 USD / Hourly
  • <p>Overview:</p><p>The Senior FP& A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP& A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP& A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul><p><br></p>
  • 2026-02-20T22:53:43Z
Senior Finance Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 140000.00 - 165000.00 USD / Yearly
  • <p>We are looking for a Senior Finance Manager to join our team in Oakland, California. In this role, you will lead financial planning and analysis efforts, providing insights that drive strategic decision-making. You will work closely with cross-functional teams to deliver accurate forecasting and budgeting while ensuring the organization’s financial goals are achieved.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead short- and long-term financial modeling, forecasting, budgeting, and planning</li><li>Analyze and report financial results; improve close processes and forecast accuracy</li><li>Partner with leaders to deliver insights, manage KPIs, and support strategic decisions</li><li>Drive process improvements, cost savings, and capital planning</li><li>Manage capital approvals and evaluate investments, M& A, and divestitures</li><li>Prioritize investments, monitor performance, and assess financing options</li><li>Deliver strategic analysis, executive/Board support, and develop FP& A talent</li></ul>
  • 2026-01-26T23:48:40Z
Corporate Finance
  • San Francisco, CA
  • onsite
  • Permanent
  • 140000.00 - 160000.00 USD / Yearly
  • <p>We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
  • 2026-01-29T17:13:50Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
  • 2026-02-13T16:38:41Z
Director of Finance
  • Oakland, CA
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
  • 2026-02-13T16:38:41Z
Accounting Analyst
  • Pleasanton, CA
  • onsite
  • Contract / Temporary to Hire
  • 38.00 - 44.00 USD / Hourly
  • <p>We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul><p>For immediate consideration, please contact Dennis at 925-271-4809</p>
  • 2026-02-26T00:48:41Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 125000.00 - 135000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements.</p><p> • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management.</p><p> • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls.</p><p> • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development.</p><p> • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.</p>
  • 2026-02-13T16:38:41Z
Accounting Manager/Supervisor
  • Livermore, CA
  • onsite
  • Permanent
  • 110000.00 - 135000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager/Supervisor to oversee financial operations and drive process improvements within our organization. This role offers the opportunity to lead a skilled accounting team and ensure compliance with financial regulations while supporting the company's growth. Based in Livermore, California, you will play a key role in enhancing financial reporting, managing budgets, and optimizing accounting practices.<br><br>Responsibilities:<br>• Oversee the preparation and timely completion of monthly financial statements.<br>• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and relevant financial regulations.<br>• Develop and present monthly budget comparisons, financial reports, and performance analyses.<br>• Lead and mentor the accounting team, fostering attention to detail and efficiency.<br>• Identify opportunities for process improvements and implement strategies to optimize accounting operations.<br>• Track and refine key business metrics, ensuring accurate documentation and reporting.<br>• Perform cost analyses to identify areas for cost reduction and implement control measures.<br>• Oversee the accurate filing of tax returns and required statutory filings.<br>• Manage cash flow, risk assessment, and overall financial health of the organization.<br>• Calculate commissions, bonuses, and profit-sharing amounts, ensuring proper payroll postings in the general ledger.
  • 2026-02-06T18:53:44Z
Financial Advisor - RIA Firm
  • San Ramon, CA
  • remote
  • Permanent
  • 80000.00 - 100000.00 USD / Yearly
  • <p>Are you an Associate Financial Advisor or Financial Planning Associate looking for the next step in your career? I have a unique opportunity to join a high-performing team with a structured path to building and leading your own book of business.</p><p> </p><p><strong>Jennifer Fukumae with Robert Half Financial Services Group </strong>is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated and detail-oriented <strong>Financial Advisor</strong> to support a recognized Principal. <strong>This role is ideal for an early-career advisor who has a strong foundation in financial planning, thrives in a fast-paced environment, and values delivering a high-touch, fiduciary client experience.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><p><strong>Financial Planning &  Advisory Support</strong></p><ul><li>Support senior advisors in delivering comprehensive, fiduciary-based wealth management services</li><li>Develop customized financial plans, including retirement forecasting, cash flow modeling, and long-term planning</li><li>Conduct portfolio analysis and support asset allocation and rebalancing strategies</li><li>Participate in client meetings, take detailed notes, and ensure timely follow-up on action items</li><li>Document planning recommendations and coordinate implementation</li><li>Assist with onboarding new clients and strengthening ongoing relationships</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries and provide high-level service support</li><li>Manage proactive and responsive client communication</li><li>Help coordinate account openings, asset transfers, and custodian paperwork</li><li>Prepare meeting agendas and presentation materials</li></ul>
  • 2026-02-14T00:44:05Z
Strategic Finance Manager
  • San Francisco,, CA
  • onsite
  • Permanent
  • 180000.00 - 200000.00 USD / Yearly
  • <p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
  • 2026-01-26T22:28:37Z
Relationship Manager at Wealth Management Firm
  • Danville, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>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,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-02-18T17:38:45Z
Advisor Track for RIA Firm!
  • San Ramon, CA
  • remote
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>Are you an Associate Financial Advisor or Financial Planning Associate ready to take the next step in your career? This is a unique opportunity to join a high-performing team with a defined path toward building and leading your own book of business.</p><p>Jennifer Fukumae with Robert Half Financial Services is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated Financial Advisor to support a recognized Principal. This role is ideal for an early-career advisor with a solid planning foundation who thrives in a fast-paced environment and values delivering a high-touch, fiduciary client experience.</p><p><strong>Position Overview</strong></p><p>As a Financial Advisor, you will act as a strategic partner in delivering comprehensive wealth management services. You will work directly with clients, contribute to customized financial planning and investment strategy execution, and ensure seamless follow-through on planning initiatives. While you will not initially provide independent investment recommendations, you will quickly become a trusted client contact and play a central role in relationship management and planning execution.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Partner with senior advisors to deliver fiduciary-based wealth management services</li><li>Develop financial plans including retirement projections, cash flow modeling, and long-term strategy development</li><li>Conduct portfolio analysis and support asset allocation and rebalancing efforts</li><li>Attend client meetings, document recommendations, and oversee follow-up execution</li><li>Assist with client onboarding and ongoing relationship development</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries</li><li>Manage proactive and responsive client communications</li><li>Coordinate account openings, asset transfers, and custodial documentation</li><li>Prepare meeting agendas and presentation materials</li></ul><p><strong>Operations & Compliance</strong></p><ul><li>Maintain accurate CRM records (Tamarac preferred)</li><li>Liaise with custodians and third-party partners</li><li>Process account paperwork including openings, transfers, and updates</li><li>Ensure adherence to RIA compliance and regulatory standards</li></ul>
  • 2026-02-16T01:48:42Z
Accounting Manager
  • San Francisco Bay Area, CA
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
  • 2026-02-18T23:28:45Z
Accounting Manager
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 100000.00 - 125000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager to join our team in Walnut Creek, California. This role is ideal for someone with a keen attention to detail and a strong background in financial operations and leadership. You will oversee key accounting functions, ensure compliance with financial regulations, and contribute to the accuracy and integrity of financial reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead daily accounting operations across A/R, A/P, GL, and payroll; manage and mentor two accountants.</li><li>Oversee month-end and year-end close, ensuring timely, accurate, GAAP-compliant reporting.</li><li>Prepare and review journal entries, reconciliations, and financial analyses.</li><li>Support budgeting, forecasting, and cash flow management with leadership.</li><li>Maintain strong internal controls and coordinate audits and tax filings with external partners.</li><li>Collaborate with outsourced accounting firms to ensure accuracy and seamless communication.</li><li>Improve systems, workflows, and reporting through automation and scalable, efficient processes.</li></ul>
  • 2026-01-26T23:48:40Z
Accounting Manager
  • Emeryville, CA
  • remote
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • <p>We are looking for a skilled Accounting Manager to oversee general ledger activities and financial consolidations within our organization. This role is 100% remote with headquarters in the Bay Area. We require someone with keen attention to detail and a strong background in accounting processes and compliance. The ideal candidate will ensure the accuracy of financial reports, streamline month-end closing procedures, and support audits.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle operational tasks for acquired entities, including bank reconciliations, consolidations, contingent consideration, lease accounting, ongoing entries, and payable tracking.</li><li>Conduct finance diligence for new acquisitions.</li><li>Partner with auditors and valuation teams on M& A accounting, including asset/liability valuation and goodwill.</li><li>Support integration of acquired entities into financial systems with SOX compliance.</li><li>Assist technical accounting consultants with memos for complex transactions.</li><li>Prepare internal management reports and support ad‑hoc projects.</li><li>Assist with SEC reporting and disclosures (10‑Q/10‑K, 8‑K, pro formas).</li><li>Perform additional accounting duties as needed.</li></ul>
  • 2026-02-10T21:18:39Z
Accounting Manager/Supervisor
  • San Jose, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • We are looking for an experienced and detail-oriented Accounting Manager to lead our accounting operations and ensure the accuracy and integrity of financial processes. Based in San Jose, California, this role involves overseeing month-end close activities, managing general ledger functions, and supporting financial audits and account reconciliations. The ideal candidate will bring a strong background in accounting principles, leadership experience, and a proactive approach to process improvement.<br><br>Responsibilities:<br>• Supervise and mentor accounting staff, providing guidance on complex accounting issues and fostering growth and development.<br>• Manage monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.<br>• Oversee the preparation and review of general ledger entries, ensuring compliance with accounting standards.<br>• Conduct and review account reconciliations to maintain the accuracy of financial records.<br>• Coordinate and support financial audits, ensuring all necessary documentation and processes are in place.<br>• Monitor and improve internal controls to enhance operational efficiency and compliance.<br>• Collaborate with cross-functional teams on inventory accounting, including costing and variance analysis.<br>• Drive process improvements and implement best practices for accounting and financial reporting.<br>• Utilize advanced Excel and accounting systems to optimize reporting and data management.<br>• Provide technical accounting expertise and guidance to address complex financial matters.
  • 2026-02-07T01:43:41Z
Business Analyst
  • San Francisco, CA
  • remote
  • Temporary
  • 40.00 - 55.00 USD / Hourly
  • <p>We are looking for an experienced Senior Fraud Analyst focused on transaction monitoring to join a startup financial service company located in San Francisco, California. This 3-month contract role has a possibility of becoming permanent. The main focuses include <strong>real‑time authorization decisions, fraud rule strategy, and performance optimization</strong> across fraud losses and false positives. The ideal candidate brings deep experience from an <strong>issuing bank, BIN sponsor, or program manager environment.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Perform <strong>real‑time authorization decisioning and queue review</strong>, approving or declining flagged transactions</li><li><strong>Build, tune, and maintain fraud rules</strong>, including velocity rules, spend pattern logic, and merchant category (MCC) restrictions</li><li>Analyze transaction data to <strong>identify emerging fraud trends</strong> and design new detection strategies</li><li>Balance <strong>fraud loss prevention with false‑positive management</strong> to meet approval‑rate and loss targets</li><li>Partner cross‑functionally with Product, Risk, and Operations to improve authorization performance</li><li>Leverage issuer fraud platforms and rule engines such as <strong>Falcon, Forter, Sardine, Sift, or similar tools</strong></li><li>Apply a strong understanding of <strong>interchange, authorization flows, and network decline codes</strong> to decisioning and rule design</li></ul>
  • 2026-02-04T19:28:44Z
Accounting Manager
  • San Francisco, CA
  • remote
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • <p>We are offering a short term contract opportunity for an Accounting Manager in San Francisco. The role will involve managing multiple facets of accounting including General Accounting, Revenue, Cost Accounting, AP, Tax, and Intercompany Accounting. The Accounting Manager will also assist with the monthly end close process, ensuring that financial information is reported accurately and within the corporate standards.</p><p><br></p><p>Responsibilities include:</p><p>• Managing general accounting tasks such as revenue, G/L, intercompany, cost accounting, and tax</p><p>• Ensuring accurate and timely monthly, quarterly, and annual close activities</p><p>• Providing monthly reporting packages to the parent company, including the preparation of the balance sheet, cash flow, and income statements</p><p>• Assisting with corporate tax filings and providing guidance on business transactions</p><p>• Managing Cost Accounting matters within the organization including standard costing, inventory/cycle counts, scrap, and inventory reserve</p><p>• Playing a key-role in month-end cost accounting / inventory close, translating inputs from the operations team into accruals in scrap, inventory reserve</p><p>• Coordinating the accounting side of the monthly inventory reconciliation, cycle counts, and annual inventory count process</p><p>• Reconciling inventory accounts: WIP, and goods received</p>
  • 2026-02-20T19:59:08Z
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