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10 results for Financial Planning Analyst in Davis, CA

Financial Analyst

Roseville, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Lisa Cole with Robert Half is partnering with a growing, complex manufacturing and project‑based organization is seeking a Financial Analyst 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&D environments.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. Key Responsibilities<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 ASC 606</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>
2026-06-05T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Lisa Cole with Robert Half is partnering with a growing manufacturing organization that is seeking a Financial Analyst to support finance with a focus on cost accounting, inventory forecasting, and operational finance. This role partners closely with Operations and Supply Chain to improve financial performance, inventory efficiency, and working capital. Key Responsibilities<ul><li>Own plant cost accounting, including standard costs, BOM/routings, labor and overhead rates, absorption, and inventory valuation</li><li>Analyze manufacturing variances (material, labor, overhead, yield, mix) and communicate drivers</li><li>Develop and maintain inventory forecasts aligned to demand, production, and MRP outputs</li><li>Analyze inventory KPIs including turns, and support reserve modeling</li><li>Support budgeting, forecasting, and long‑range planning for plant operations</li><li>Partner with Operations on OEE, throughput, labor efficiency, and continuous improvement initiatives</li><li>Support capital projects, fixed assets, and depreciation tracking</li></ul>
2026-06-05T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
35 - 50 USD / Hourly
Financial analysts 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. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area. <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>
2026-06-10T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Amanda Warren is looking for a Financial Analyst to join a great team in Sacramento, California. In this role, you will turn financial and operational information into clear insights that support planning, accountability, and sound business decisions. This position also contributes to core accounting activities, budgeting support, and compliance-related reporting in a mission-driven environment. Responsibilities:• Analyze financial and operational data from the general ledger and related systems to identify patterns, explain performance, and deliver reports, dashboards, and visual summaries for leadership.• Build recurring and on-demand financial models, forecasts, and variance analyses that help guide planning and resource allocation decisions.• Provide cross-functional accounting support by serving as backup for accounts payable, accounts receivable, and payroll processes while helping ensure accurate ledger coding across multiple cost centers and allocation structures.• Prepare journal entries, complete account reconciliations, and assist with month-end close activities to strengthen accuracy and internal controls.• Support year-end financial close and contribute to audit preparation, tax-related filings, Form 990 support, and other finance projects as needed.• Partner with budget and grant-related stakeholders to develop budgets, monitor spending against funding requirements, and produce financial reporting for grant activity.• Build effective working relationships across departments by communicating financial information clearly and establishing trust with employees at all organizational levels.• Monitor developments, trends, and process improvement opportunities that may reduce costs, improve reporting quality, or strengthen financial operations.• Represent the finance function at organization events and complete additional assignments in support of departmental and organizational needs.
2026-06-01T00:00:00Z

Finance Manager

Woodland, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
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. Responsibilities:-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.-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.
2026-06-12T00:00:00Z

Financial Planning Manager | RIA Firm | 1 Day in Office!

Walnut Creek, CA
onsite
Permanent / Full Time
175000 - 200000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-01T00:00:00Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-06-12T00:00:00Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000 - 210000 USD / Yearly
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions. • Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments. • Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning. • Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity. • Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
2026-05-20T00:00:00Z

VP/Director of Finance

Oakville, CA
onsite
Permanent / Full Time
185000 - 200000 USD / Yearly
We’re partnering with a growing, private equity–backed luxury consumer brand portfolio to add a Director of Financial Planning & Analysis to their leadership team.This is a highly visible, strategic role reporting to the CFO and leading the company’s FP&A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact. Please call Robyn Rosemon directly for more information: 707.387.0299 Responsibilities:• Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization.• Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change.• Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance.• Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions.• Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes.• Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends.• Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership.• Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews.• Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development.
2026-05-15T00:00:00Z

VP of Accounting & Finance

St. Helena, CA
onsite
Permanent / Full Time
200000 - 240000 USD / Yearly
We are looking for an accomplished finance executive to lead the accounting and financial direction of a growing wine business in St Helena, California. This position serves as the senior leader for finance, guiding fiscal strategy, strengthening operational performance, and delivering insights that support executive decision-making. The role combines high-level planning with day-to-day leadership across accounting, forecasting, cash management, compliance, and process improvement. Responsibilities: • Partner with the President and leadership team to shape financial strategy, evaluate growth opportunities, and support pricing and performance decisions. • Direct core accounting functions, including the general ledger, payables, receivables, inventory valuation, costing, and month-end close activities. • Lead budgeting, forecasting, long-range planning, and scenario analysis to help the business make informed strategic choices. • Deliver meaningful financial analysis to teams across operations, sales, marketing, and hospitality to improve business results. • Oversee cash flow planning, liquidity management, and capital deployment to align resources with company priorities. • Maintain a strong control environment by advancing financial policies, governance practices, and risk management processes. • Manage accurate and timely financial reporting while coordinating effectively with external auditors, tax partners, and regulatory bodies. • Ensure adherence to applicable financial regulations and industry compliance requirements relevant to the wine sector. • Review cost structures and profitability across production, vineyard activities, and sales channels to identify efficiency and margin improvement opportunities. • Lead the finance organization, develop team capability, and evaluate financial systems and technology that improve reporting and operational effectiveness.
2026-06-08T00:00:00Z