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46 results for Financial Planning Analyst in Fairfield, CA

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-06-08T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z

Financial Analyst

San Pablo, CA
onsite
Temporary / Contract
27 - 32 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: Analyze financial data and trends to provide actionable insights and recommendations Develop, maintain, and improve budgeting and forecasting models Prepare monthly, quarterly, and annual financial reports Partner with department leaders to develop and monitor budgets Conduct variance analysis and investigate discrepancies Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation Assist with month-end and year-end close activities, ensuring accuracy and compliance Identify process improvement opportunities and help implement best practices
2026-06-05T00:00:00Z

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

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
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 Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Senior Financial Analyst

San Ramon, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership. Responsibilities:<ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
2026-06-03T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
60 - 65 USD / Hourly
We are looking for a Senior Financial Analyst to join a corporate finance team in San Francisco, California, where you will translate complex financial data into practical insight for business leaders. This Long-term Contract position is suited for a detail-oriented finance specialist who can strengthen forecasting, improve visibility into performance, and support thoughtful decision-making across the organization. The role combines hands-on modeling, consolidated reporting, and close partnership with cross-functional stakeholders in a dynamic SaaS or technology environment. Responsibilities: • Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&A into a cohesive company-wide outlook for leadership review. • Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth. • Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision. • Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting. • Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions. • Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts. • Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
2026-06-06T00:00:00Z

Financial Planner/Associate Advisor

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
2026-05-14T00:00:00Z

Financial Planning Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner - Fast Growing RIA

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-06-12T00:00:00Z

Financial Planner - Wealth Management Firm; Hybrid

San Ramon, CA
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-04T00:00:00Z

Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

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 Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000 - 185000 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-06-01T00:00:00Z

Associate Advisor | Financial Planning & Advisor Track

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-01T00:00:00Z

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

Senior Fraud Analyst

San Francisco, CA
onsite
Temporary / Contract
40 - 47.5 USD / Hourly
We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment. Responsibilities:• Review flagged transactions and make real-time authorization decisions based on risk indicators• Develop and optimize fraud rules, thresholds, and transaction controls• Analyze transaction activity to identify fraud trends and prevention opportunities• Monitor fraud losses, approval rates, and false positives to improve performance• Partner cross functionally with internal teams to strengthen fraud controls and decisioning• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements• Apply knowledge of card authorization workflows, decline responses, and interchange concepts• Identify operational gaps and recommend scalable process improvements in a fast-paced environment
2026-06-12T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
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. Responsibilities:<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>
2026-06-12T00:00:00Z

Financial Advisor - $1B AUM RIA

San Ramon, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
About the OpportunityThis is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area. You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you. What You’ll Do<ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul>Why Join Us?<ul><li>Established Client Base: Start with a meaningful book of business from day one</li><li>Supportive Culture: Work alongside seasoned professionals in a collaborative environment</li><li>Growth Potential: Opportunities to expand your practice and develop professionally</li><li>Impact: Make a real difference in clients’ financial lives while building a rewarding career</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2026-05-28T00:00:00Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-06-12T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Senior Fund Accountant & Valuations Compensation: $130K – $155K (stretch DOE) + up to 20% bonus + Phantom CarryLocation: Menlo Park, CA (Hybrid – 4 days onsite)Perks: 100% covered healthcare (including dependents), unlimited PTO, 401(k) match, $2,500 HRA, parental leave This is where fund accounting meets investing intelligence.We’re looking for someone who can go beyond the books—someone who understands that valuation is the heartbeat of venture capital.You’ll sit at the intersection of finance, investing, and strategy, working closely with partners and leadership to not only report performance—but shape how it’s understood. What You’ll DoValuations (Core Focus)<ul><li>Lead quarterly 820 valuations across portfolio companies</li><li>Build and analyze models using venture valuation methodologies</li><li>Identify key assumptions and translate market + company data into insight</li><li>Present findings directly to partners, auditors, and valuation committees</li></ul>Fund Accounting & Operations<ul><li>Support quarterly close, financials, and partner reporting</li><li>Review capital calls, distributions, and LP allocations</li><li>Manage cash planning and fund liquidity</li><li>Partner with auditors and handle year-end audit processes</li><li>Mentor junior team members and elevate overall team performance</li></ul>
2026-05-31T00:00:00Z