<p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract-to-Permanent </p><p><strong>Compensation:</strong> $38 - $45 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
<p>Our client is seeking a detail-oriented and analytical <strong>Junior Financial Analyst</strong> to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The Junior Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions.</p><p><br></p><p><strong>Financial and Cost Analysis</strong></p><ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul><p><strong>Pricing and Margin Support</strong></p><ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul><p><strong>Financial Reporting and Month-End Close</strong></p><ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul><p><strong>Data Integrity and Process Improvement</strong></p><ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul><p><br></p><p>If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.</p>
<p>Our client is seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul><p><br></p><p>If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.</p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>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.</p><p><strong> </strong></p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>