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6 results for Sec Financial Reporting Analyst in Davis, CA

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-09-02T00:00:00Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

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.
2026-08-21T00:00:00Z

Accounting Analyst

Sacramento, CA
onsite
Temporary / Contract
25.3365 - 29.337 USD / Hourly
We are looking for an Accounting Analyst to support finance operations for an organization based in Sacramento, California. This Long-term Contract opportunity is ideal for someone who brings strong experience in billing, accounts receivable, reconciliations, and general accounting support within structured funding environments. The role will contribute to accurate financial reporting, timely claim and invoice processing, and dependable recordkeeping across day-to-day accounting activities. Responsibilities: • Manage the full billing cycle by preparing invoices, funding claims, and related reporting with a high level of accuracy and timeliness. • Track submissions, approvals, and open items through organized billing logs, ensuring follow-up is completed when issues arise. • Investigate rejected billings, payment exceptions, and account discrepancies, then take action to resolve outstanding concerns. • Maintain accounts receivable records, update customer or funder balances, and apply incoming payments to the appropriate accounts. • Reconcile receivable activity, review aging trends, and support collection efforts to reduce overdue balances. • Examine unapplied cash, credits, and other payment variances to ensure account activity is properly reflected. • Assist with month-end and year-end close by preparing reconciliations, schedules, and supporting financial documentation. • Provide audit support by gathering requested records and maintaining documentation in accordance with accounting policies and reporting standards. • Partner with the Finance team to identify unusual transactions, address inconsistencies, and support daily accounting operations while preserving confidentiality.
2026-09-03T00:00:00Z

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>
2026-09-02T00:00:00Z

Payroll Analyst

Roseville, CA
onsite
Temporary / Contract
37 - 40 USD / Hourly
We are looking for an experienced Payroll Analyst to support a growing engineering organization in Roseville, California. This Long-term Contract opportunity is ideal for a detail-oriented payroll analyst who brings strong knowledge of California regulations, experience handling payroll across multiple states, and the ability to work onsite in a fast-paced environment. The person in this role will help strengthen payroll operations, support payroll system-related projects, and ensure accurate, compliant processing for a large employee population. Responsibilities: • Oversee payroll activities for employees across California and other states, maintaining accuracy, timeliness, and compliance with applicable laws. • Partner with human resources, finance, information technology, and business leaders to coordinate payroll system implementation efforts and support a smooth rollout. • Apply in-depth knowledge of California payroll rules, including overtime, wage and hour standards, meal and rest break requirements, and payroll tax obligations. • Configure and validate payroll elements such as earnings, deductions, taxes, benefits, time records, and reporting outputs within payroll systems. • Perform testing, issue resolution, and process troubleshooting related to payroll workflows, integrations, and system functionality. • Assess existing payroll procedures, identify control gaps or compliance risks, and recommend practical improvements to strengthen operations. • Support data conversion and system integration activities to help ensure payroll information is transferred accurately and completely. • Process full-cycle payroll for a large workforce while maintaining detailed records and responding to payroll-related questions as needed.
2026-08-21T00:00:00Z