Add your latest resume to match with open positions.

70 results for Financial Planning Analysis Manager in Fremont, 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.
2026-07-10T00:00:00Z

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>
2026-07-06T00:00:00Z

Financial Reporting Manager

Foster City, CA
onsite
Temporary / Contract
65 - 75 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate. Responsibilities: • Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement. • Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results. • Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control. • Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders. • Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts. • Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed. • Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards. • Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
2026-07-06T00:00:00Z

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.
2026-07-02T00:00:00Z

Financial Planning Manager | Established RIA Firm

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>
2026-06-30T00:00:00Z

Financial Analyst

Hayward, CA
onsite
Temporary / Contract
38 - 45 USD / Hourly
Position Title: Financial Analyst - Mid LevelEmployment Type: Contract-to-Permanent Compensation: $38 - $45 hourly Position OverviewWe are looking for a detail-oriented and proactive Financial Analyst to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement. Key Responsibilities<ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul>
2026-06-29T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-07-14T00:00:00Z

Financial Analyst

San Mateo, CA
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
About the OpportunityA growing technology company is seeking a Financial Analyst to join its Corporate Finance team. This position offers an opportunity to partner with cross-functional business leaders while supporting financial planning, forecasting, reporting, and strategic initiatives. The ideal candidate is analytical, detail-oriented, and eager to learn in a collaborative, fast-paced environment.This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.Key Responsibilities<ul><li>Support revenue forecasting, recurring revenue metrics, bookings analysis, cash flow projections, and long-range financial planning.</li><li>Maintain and enhance financial models, reporting tools, and large datasets to improve forecasting accuracy and business insights.</li><li>Assist with monthly and quarterly close activities, including reconciliations, reporting, and documentation.</li><li>Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement.</li><li>Partner with Sales Operations, Finance, Accounting, and other business teams to understand sales activity, pipeline performance, and key business drivers.</li><li>Prepare financial reports, dashboards, and presentation materials for leadership meetings and business reviews.</li><li>Support finance system transformation projects, including data validation, testing, and process improvements.</li><li>Identify opportunities to automate manual reporting and analysis using modern AI and productivity tools.</li><li>Document financial processes and communicate findings clearly to both finance and non-finance stakeholders.</li><li>Perform ad hoc financial analysis and special projects as assigned.</li></ul>
2026-07-08T00:00:00Z

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

Finance Manager

San Francisco, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
Our technology client is seeking a Deal Desk Analyst to support a fast-moving business. This is a remote, contract position is ideal for someone who thrives in an evolving environment, brings strong commercial judgment, and can create order in situations that involve ambiguity and unconventional deal needs. The right candidate will partner across teams to evaluate opportunities, strengthen financial decision-making, and provide practical support while processes continue to develop. The pay is expected to be between $50-$65/hr. DOE and work location (100% remote). Responsibilities:• Review complex commercial opportunities and provide financial guidance that supports sound business decisions• Shape pricing, contract, and deal terms by balancing revenue goals, risk considerations, and operational feasibility• Partner with sales, finance, and cross-functional stakeholders to manage nonstandard requests and bring structure to urgent priorities• Support quote-to-cash activities, including work related to CPQ processes, pricing accuracy, and deal approvals• Build clear financial analyses and models to assess profitability, investment value, and transaction outcomes• Maintain reliable execution in environments that rely on manual workflows while helping identify opportunities for greater efficiency• Create reporting and decision-support materials that help leadership understand pipeline trends, deal performance, and key financial impacts
2026-07-09T00:00:00Z

Finance Manager

San Jose, CA
onsite
Permanent / Full Time
140000 - 240000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Lead Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Financial Advisor

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Financial Advisor

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z

Wealth Management Manager

San Francisco, CA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an Operations Manager - Wealth Management. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-11T00:00:00Z

Senior Finance Manager

Oakland, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support. Responsibilities: • Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting. • Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities. • Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review. • Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions. • Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time. • Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration. • Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement. • Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes. • Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
2026-06-26T00:00:00Z

Senior Finance Manager

San Francisco, 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. Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-03T00:00:00Z

Workday Financials Business Analyst

San Ramon, CA
remote
Temporary / Contract
80 - 95 USD / Hourly
Robert Half Management Resources is looking for a Workday Financials Business Analyst to support banking and treasury activities within Workday for one of our clients on an interim basis. This long-term contract position is ideal for a finance-focused candidate who can connect accounting accuracy, treasury operations, and system functionality to support reliable financial outcomes. The role partners across Finance, Treasury, IT, and banking stakeholders to strengthen configuration, reconciliation processes, and reporting quality. Responsibilities:• Configure and maintain Workday banking functions, including bank account structures, connectivity settings, and payment file formats to support daily operations.• Oversee reconciliation activities by aligning bank transactions with accounting records and resolving discrepancies that affect cash reporting and ledger accuracy.• Support treasury processes such as cash transfers, liquidity tracking, pooling activity, and intercompany movement within the Workday environment.• Gather and document business needs from Finance, Treasury, IT, and banking partners, translating operational requirements into clear functional specifications.• Lead functional workstreams by monitoring timelines, surfacing risks, and driving issue resolution to keep deliverables on schedule.• Partner with stakeholders to improve cash-to-book workflows and strengthen controls around banking transactions and financial reporting.• Analyze banking-related system behavior and recommend configuration or process adjustments that enhance efficiency and data integrity.
2026-07-15T00:00:00Z

Financial Analyst - Entry Level

Menlo Park, CA
remote
Temporary to Hire
34.0955 - 39.479 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team in California on a contract basis with the potential for a permanent position. This role is ideal for someone who enjoys working with budgets, analyzing financial performance, and turning data into clear insights for leadership. The position will support planning activities, cost monitoring, and reporting needs while partnering with stakeholders to help drive informed business decisions. Responsibilities: • Support the full budgeting cycle, including planning, updates, and ongoing financial tracking across workforce and operating expenses. • Compare budgeted figures against actual results, investigate variances, and highlight key drivers affecting financial performance. • Monitor spending trends and cost assumptions, then provide practical recommendations to balance business needs with financial targets. • Prepare clear financial summaries and reporting materials for executive audiences, presenting complex information in a clear format. • Assist with headcount planning by tracking staffing changes, analyzing workforce costs, and maintaining accurate reporting. • Use spreadsheets and financial data tools to organize information, build reports, and contribute to forecasting activities when needed. • Partner with internal teams to gather inputs, validate numbers, and improve the accuracy and timeliness of financial analysis.
2026-07-07T00:00:00Z

Financial Planner - 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.
2026-07-02T00:00:00Z