Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Full-Time talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2027 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

16 results for Financial Analysis Manager in Davis, CA

Financial Analyst
  • Roseville, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 120000 USD / Yearly
  • <p><strong>Lisa Cole with Robert Half </strong>is partnering with a<strong> </strong>growing, complex manufacturing and project‑based organization is seeking a <strong>Financial Analyst</strong> to serve as a financial partner to Program and Project Managers. This role operates at the program level—similar to a “mini‑controller”—supporting active programs across engineering, manufacturing, and R&amp;D environments.</p><p>This position is ideal for a candidate with strong cost accounting, contract, and program finance experience who enjoys partnering cross‑functionally and driving financial visibility at the project level. For more information on this position, please call Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the primary finance partner for assigned programs and projects</li><li>Prepare quarterly profit and cash reporting at the program level</li><li>Track, analyze, and forecast program costs, margins, and cash flow</li><li>Manage invoicing and milestone billing; partner with AR for collections</li><li>Perform variance analysis, estimates‑to‑complete (ETC), and estimates‑at‑completion (EAC)</li><li>Support revenue recognition activities with working knowledge of <strong>ASC 606</strong></li><li>Assist with audits (internal, external, and government, as applicable)</li><li>Prepare monthly program financial packages and ad‑hoc analysis</li><li>Collaborate closely with Program Managers, Contracts, and Operations teams</li></ul><p><br></p><p><br></p>
  • 2026-10-05T00:00:00Z
Financial Analyst
  • Woodland, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>We are looking for a Financial Analyst to support manufacturing finance through insightful analysis, practical reporting, and strong cross-functional collaboration. This role will help leaders understand operating results, plan future performance, and make sound decisions by turning complex production and cost data into clear financial recommendations. The position is well suited for someone who enjoys working with detailed information while keeping sight of broader business goals.</p><p><br></p><p>Responsibilities:</p><p>• Build and refine financial models, forecasting tools, and reporting resources that support manufacturing planning, labor needs, overhead spending, capital investments, and operating performance.</p><p>• Work closely with plant leadership and partner teams to create reporting that highlights results across facilities, products, projects, and overall manufacturing activity.</p><p>• Maintain and enhance recurring dashboards and scorecards that track important measures such as efficiency, output, utilization, quality, safety, productivity, and cost trends.</p><p>• Evaluate labor hours, payroll spending, staffing patterns, and productivity data to identify key drivers and support workforce planning decisions.</p><p>• Contribute to annual budgeting and ongoing forecast cycles by analyzing volume assumptions, operating costs, labor requirements, overhead, and capital plans.</p><p>• Assist with monthly close activities by preparing analyses, investigating variances, and improving processes that strengthen the accuracy and timeliness of financial reporting.</p><p>• Produce regular financial and operational summaries for leadership, including clear explanations of risks, opportunities, and notable performance changes.</p><p>• Review manufacturing overhead and departmental expenses to support cost control efforts and improve forecast reliability across the organization.</p><p>• Support capital planning through business case analysis, return evaluations, project tracking, and follow-up reviews of investment outcomes.</p><p>• Partner with operations, engineering, project management, and accounting teams to translate business activity into actionable financial insight and recommendations.</p>
  • 2026-10-13T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 35 - 50 USD / Hourly
  • <p>The Robert Half Full-Time Engagement Professionals practice is seeking financial analysts to help organizations make sound business decisions by evaluating financial data, forecasting trends and providing actionable insights. These professionals play a key role in budgeting, reporting and strategic planning across departments.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Analyzing financial data to identify trends, variances and performance drivers</li><li>Preparing reports, dashboards and presentations for leadership and stakeholders</li><li>Supporting budgeting, forecasting and long-range planning processes</li><li>Conducting profitability, cost and investment analysis to guide decision-making</li><li>Collaborating with cross-functional teams to align financial goals and strategies</li><li>Monitoring key performance indicators (KPIs) and financial metrics</li><li>Building and maintaining financial models to support business initiatives</li><li>Assisting with scenario planning and risk analysis</li><li>Staying current on industry trends, economic developments and financial best practices</li></ul>
  • 2026-10-20T00:00:00Z
Finance Manager
  • Napa, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 155000 USD / Yearly
  • <p>We are seeking an experienced <strong>Finance Manager</strong> to join a well-established and growing wine industry organization in Napa, California. This is a <strong>full-time, onsite position</strong> that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company&#39;s overall financial performance.</p><p><br></p><p><strong>For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.</p><p>• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.</p><p>• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.</p><p>• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.</p><p>• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.</p><p>• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.</p><p>• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.</p><p>• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.</p><p>• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.</p><p>• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.</p>
  • 2026-10-15T00:00:00Z
Finance Manager
  • Yuba City, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 120000 USD / Yearly
  • <p>Robert Half is partnering with an established Northern California nonprofit organization to identify an experienced <strong>Finance Manager. </strong>This position reports directly to the CEO and is responsible for the overall financial health of the organization, including accounting operations, budgeting, financial reporting, grant compliance, internal controls, audits, and fiscal strategy. The Finance Manager will lead an established accounting team and serve as a financial resource to executive leadership and the Board.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead the organization&#39;s accounting and financial operations, including financial reporting, budgeting, forecasting, cash flow, and fiscal planning.</li><li>Develop and maintain financial policies, procedures, processes, and internal controls.</li><li>Oversee accounting for significant federal and state grant funding and ensure compliance with applicable funding requirements and regulations.</li><li>Direct annual budgeting, year-end projections, financial statements, and management reporting.</li><li>Oversee the annual audit process and support regulatory and grant compliance.</li><li>Provide financial analysis and guidance to the CEO, Board, management, and program leaders.</li><li>Lead and develop the accounting team, with oversight of functions including payroll and accounts payable.</li><li>Monitor grant funds, program accounts, administrative cost allocations, and indirect revenues.</li><li>Oversee the organization&#39;s financial management system and evaluate opportunities to strengthen accounting processes and controls.</li></ul><p><br></p>
  • 2026-10-19T00:00:00Z
Finance Manager
  • Woodland, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>We are looking for an experienced and strategic finance manager for a manufacturing company in greater Sacramento. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. In this role, you will oversee financial operations, drive innovation through advanced technologies, and provide critical insights to support organizational success. This position requires a proactive individual with expertise in financial analysis, reporting, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>-Drive the modernization of finance capabilities by embedding emerging tools and data-driven approaches into daily operations, enabling stronger insight and faster, better-informed decisions.</p><p>-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.</p><p>-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.</p><p>-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.</p><p>-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.</p><p>-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.</p><p>-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.</p><p>-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.</p>
  • 2026-09-25T00:00:00Z
Financial Analyst - Entry Level
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 26 - 32 USD / Hourly
  • <p>We are looking for an entry-level Financial Analyst to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.</p><p>• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.</p><p>• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.</p><p>• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.</p><p>• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.</p><p>• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.</p>
  • 2026-10-23T00:00:00Z
Accounting Manager
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Hourly
  • <p>The Robert Half Full-Time Engagement Professionals practice is seeking an Accounting Manager to oversee daily accounting operations and ensure the accuracy of financial reporting in the Greater Sacramento Area. You will lead month- and year-end close processes, manage general ledger activities, and support budgeting and forecasting efforts.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee and manage general accounting functions, including accounts payable, accounts receivable and the general ledger</li><li>Prepare and review financial statements to ensure accuracy and compliance with accounting standards</li><li>Lead month- and year-end close processes, including journal entries and account reconciliations</li><li>Collaborate with finance and operations teams to support budgeting, forecasting and strategic planning</li><li>Identify opportunities for process improvements and implement best practices in accounting operations</li><li>Ensure timely and accurate financial reporting for internal and external stakeholders</li></ul>
  • 2026-10-20T00:00:00Z
Accounting Manager
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>We are looking for an Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Concord, California. This position will oversee close activities, maintain the integrity of the general ledger, and help ensure compliance with audit and reporting standards. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve processes while partnering effectively with internal stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead, coach, and develop an accounting team while promoting accountability and professional growth.</li><li>Oversee month-end close activities, including review of reconciliations, journal entries, and financial reporting schedules.</li><li>Ensure accurate financial records, reporting compliance, and strong internal controls.</li><li>Investigate and resolve complex accounting transactions, ensuring issues are fully analyzed and closed.</li><li>Drive process optimization, automation initiatives, and system enhancement projects to improve efficiency.</li><li>Support technology-driven improvements, including AI and workflow modernization efforts.</li><li>Collaborate with finance, operations, and supply chain teams across multiple business units.</li><li>Assist with specialized accounting areas such as intercompany transactions, joint ventures, employee benefits, and other technical matters.</li><li>Contribute to regulatory reporting and compliance within healthcare, nonprofit, or multi-entity environments.</li><li>Champion continuous improvement and a high-performance team culture.</li></ul>
  • 2026-10-07T00:00:00Z
Financial Planning Associate
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a <strong>Financial Planning Associate</strong> to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You&#39;ll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team.</p><p><br></p><p><strong>Responsibilities</strong></p><p><strong>Financial Planning &amp; Advisor Support</strong></p><ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm&#39;s CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>
  • 2026-10-15T00:00:00Z
Financial Planning Associate
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a <strong>Financial Planning Associate</strong> to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You&#39;ll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning &amp; Advisor Support</strong></p><ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm&#39;s CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul><p><strong>Investment Research &amp; Portfolio Analysis</strong></p><ul><li>Explore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.</li><li>Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.</li><li>Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.</li><li>Translate research and financial data into clear takeaways for Advisors and the broader planning team.</li><li>Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.</li><li>Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.</li></ul><p><br></p>
  • 2026-10-16T00:00:00Z
Payroll Analyst
  • Sacramento, CA
  • remote
  • Temporary / Contract
  • 29 - 33 USD / Hourly
  • We are looking for a Payroll Analyst to join a long-term contract opportunity in San Ramon, California. This position is ideal for someone in payroll who can examine complex payroll issues, identify underlying causes, and help move resolutions forward across Workday Payroll and related enterprise applications. The role requires strong analytical judgment, comfort working with cross-functional stakeholders, and the ability to manage multiple time-sensitive priorities in a client-facing environment.<br><br>Responsibilities:<br>• Investigate payroll discrepancies across Workday Payroll and connected systems, document findings, and support timely issue resolution.<br>• Review payroll results and gross-to-net outcomes, reconcile variances, and determine the factors contributing to defects or unexpected calculations.<br>• Support payroll-related build activities, data conversion efforts, and catch-up transaction processing to help maintain accuracy across impacted workflows.<br>• Perform validation of migrated payroll data, partner with stakeholders to resolve data issues, and ensure discrepancies are addressed before downstream processing.<br>• Manage defect intake by assessing business impact, setting priorities, tracking progress, and escalating critical blockers when necessary.<br>• Coordinate testing activities across teams, including planning, execution, retesting, and confirmation that end-to-end payroll processes function as expected.<br>• Work with internal teams and external vendors to troubleshoot integration issues affecting inbound and outbound payroll data exchanges.<br>• Monitor defect patterns, testing outcomes, and operational risks, then share clear insights, reports, and status updates with project leadership.<br>• Maintain detailed records of investigations, corrective actions, testing evidence, and final outcomes to support auditability and continuous improvement.
  • 2026-10-22T00:00:00Z
Credit Manager
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 175000 USD / Yearly
  • <p>A well-established organization is seeking an experienced Credit Manager to lead its Credit and Accounts Receivable function. This is a high-impact leadership opportunity overseeing a $300M+ accounts receivable portfolio and a team responsible for credit, collections, and AR activities.</p><p>The ideal candidate brings experience managing a large, complex credit portfolio, developing and leading high-performing teams, and navigating mechanics lien laws and related credit protections. This individual will play a critical role in balancing customer relationships, revenue growth, cash flow, and credit risk.</p><p>Key Responsibilities</p><ul><li>Lead, develop, and manage the Credit and Accounts Receivable team, establishing clear expectations, accountability, and performance standards.</li><li>Oversee a $300M+ AR portfolio, including credit exposure, collections, aging, delinquency, and portfolio risk.</li><li>Establish and manage customer credit limits, credit terms, and risk classifications based on financial and credit analysis.</li><li>Monitor AR aging and collection performance, identifying risks and developing strategies to improve cash flow and reduce past-due balances.</li><li>Oversee compliance with mechanics lien laws, preliminary notices, lien rights, releases, and related processes.</li><li>Partner with sales, operations, finance, and leadership to resolve complex credit and collection matters while preserving key customer relationships.</li><li>Evaluate financial statements, credit reports, payment history, and other information to make sound credit decisions.</li><li>Develop and refine credit policies, procedures, controls, and performance metrics.</li><li>Manage escalated collection matters and determine when additional collection or legal action is appropriate.</li><li>Provide leadership with reporting and analysis related to DSO, aging, collections, bad debt exposure, credit risk, and portfolio performance.</li><li>Identify opportunities to improve processes, controls, technology, and team effectiveness.</li></ul><p><br></p>
  • 2026-09-30T00:00:00Z
Inventory Analyst
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment.<br><br>Responsibilities:<br>• Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement.<br>• Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs.<br>• Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability.<br>• Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization.<br>• Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency.<br>• Monitor asset inventory data and investigate discrepancies to improve overall control and visibility.<br>• Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces.<br>• Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
  • 2026-10-19T00:00:00Z
Tax Manager/Director
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>We are looking for an accomplished tax leader to join a growing organization in the Greater Sacramento area. This position offers the chance to guide a developing tax function, support a broad range of client and compliance needs, and help shape efficient practices that can scale with the business. The ideal candidate brings strong public tax expertise, sound technical judgment, and the ability to lead teams while partnering effectively with executives and clients.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day tax operations by setting team priorities, assigning work, and maintaining accountability for deadlines and deliverables.</p><p>• Review and oversee complex tax filings across individual, corporate, partnership, trust, and other multi-entity engagements to ensure accuracy and compliance.</p><p>• Provide advanced guidance on tax planning, regulatory interpretation, and advisory matters for clients, leadership, and internal stakeholders.</p><p>• Evaluate current tax procedures and implement improvements to workflow, documentation, technology usage, and overall efficiency.</p><p>• Support organizational growth by building practical processes, strengthening controls, and helping create a scalable tax infrastructure.</p><p>• Manage capacity planning, scheduling, and quality review standards to balance workload and maintain high service levels.</p><p>• Build trusted relationships with clients, company leadership, and cross-functional partners through clear communication and responsive support.</p><p>• Identify strategic tax opportunities related to entity structure, transactions, and business decisions, and present practical recommendations.</p><p>• Contribute to hiring, coaching, and performance development efforts to strengthen the tax team over time.</p><p>• Monitor federal and state tax law developments and communicate relevant impacts to clients and decision-makers. </p>
  • 2026-10-01T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
  • 2026-10-13T00:00:00Z