<p>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 professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP& A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
<p>We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution.</p><p><br></p><p>For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. </p><p><br></p><p><br></p><p>Job Duties</p><ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
<p>Our professional services client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement (possible contract-to-hire) This position supports regional and cross-functional financial planning, reporting, and forecasting activities while helping leaders make informed business decisions through clear analysis and reliable data. The role is well suited for a finance specialist who combines strong modeling skills with experience improving reporting processes, strengthening governance alignment, and turning complex financial information into practical insights. The role is expected to pay $47.50 - 53.00/hr. DOE and location, and is 100% remote.</p><p><br></p><p>Responsibilities:</p><p>• Lead the coordination and integration of financial and operational data across regions and business functions to support consistent reporting and planning</p><p>• Prepare and deliver detailed financial reports for business partners and operational leadership, with emphasis on profitability, variances, trends, and resource utilization</p><p>• Conduct in-depth analysis to identify performance patterns, explain anomalies, and provide recommendations that support operational and financial decisions</p><p>• Partner with finance, accounting, data governance, and regional stakeholders to maintain reporting accuracy and alignment with enterprise standards</p><p>• Drive process enhancements by introducing automation, streamlining reporting workflows, and improving the speed and reliability of recurring deliverables</p><p>• Support quarterly forecast consolidation by working with regional leaders and finance partners to gather inputs that reflect current business conditions</p><p>• Perform variance analysis against budgets and forecasts, determine root causes, and communicate findings to key stakeholders</p><p>• Contribute to scenario modeling and prepare decision-support datasets for senior finance leaders and business partners</p><p>• Assist with the evaluation and refinement of forecasting and reporting tools to improve scalability, usability, and efficiency</p><p>• Provide guidance to team analysts on reporting practices, data validation techniques, and analytical approaches</p>
<p>We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance.</p><p><br></p><p>This is a fully remote opportunity which can start immediately. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.</p><p>• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.</p><p>• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.</p><p>• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.</p><p>• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.</p><p>• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.</p><p>• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.</p><p>• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.</p><p>• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.</p><p>• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability</p>
<p>Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated <strong>Financial Analyst</strong> to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives.</p><p><br></p><p>Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><u>Financial Planning Support</u></p><ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul><p><u>Analysis & Research</u></p><ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul><p><strong>Benefits</strong>:</p><ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry</p>
<p>Our client, a leading financial institution, is seeking a <strong>Financial Crimes Analyst</strong> to support a <strong>special project</strong> focused on <strong>fraud detection, transaction monitoring, AML compliance, and customer risk review</strong>. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with <strong>BSA/AML regulatory requirements</strong> and internal financial crimes policies. This is a HYBRID role. </p><p> </p><p>The ideal candidate will have experience in <strong>fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review</strong> within a banking or financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct <strong>KYC, CIP, CDD, and EDD</strong> reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support <strong>BSA/AML compliance efforts</strong> by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul><p><br></p>
We are looking for an experienced Sr. Credit Analyst to support finance operations in California. This Long-term Contract opportunity is ideal for someone who is detail oriented and can evaluate customer risk, strengthen cash flow processes, and collaborate across departments in a fast-moving business environment. The role will contribute to sound credit decisions, efficient order-to-cash execution, and ongoing operational improvements that support company growth.<br><br>Responsibilities:<br>• Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits.<br>• Oversee key activities across the order-to-cash process, including onboarding new customers, reviewing credit requests, validating sales orders, and supporting accurate account setup and billing readiness.<br>• Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt.<br>• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations.<br>• Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing.<br>• Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing.<br>• Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements.<br>• Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
Senior Tax Analyst <br><br>Seeking a full-time Senior Tax Analyst to join the corporate finance team. In this position, you will be focused on US income taxes, international taxes, and indirect taxes (domestic and international). We are a fast-paced, team-oriented, collaborative global tax department. The ideal candidate is a self-starter with a willingness to learn and detail oriented. <br><br>In this role, you will have the opportunity to grow your expertise in international taxes and enjoy the added value of working with team members from various countries and cultures. You will work closely on a daily basis with business partners in Finance, Treasury, Accounting, Legal, HR, and the Finance Director community from our operational offices around the world. <br><br>What You Will Do<br>• Prepare workpapers for the consolidated federal and multi-state income tax compliance and review returns prepared by third party vendors.<br>• Prepare quarterly federal and state estimated tax calculations and extensions.<br>• Prepare Form 1042 and associated filings.<br>• Assist with annual tax provision including book/tax differences, return to provision true up, tax account roll-forward, FIN48 documentation and financial statement footnotes. <br>• Support the calculation of the annual corporate overhead allocation and preparation of associated transfer pricing adjustments.<br>• Track and respond to notices from tax authorities and provide support to tax audits.<br>• Assist with the preparation and review of property tax, sales and use tax, value added tax, goods and services tax, and gross receipts tax returns.<br>• Research and analyze relevant tax laws relating to business.<br>• Assist Tax Director on ad hoc tax projects. <br><br>Your Qualifications<br>• Minimum of 3+ years corporate tax experience<br>• Accounting degree or business degree with concentration in accounting required<br>• Experience with ASC 740<br>• CPA or CPA candidate highly preferred<br>• Master in Taxation a plus
<p>We are looking for an experienced Sr. Accountant/Analyst to support core accounting operations while strengthening financial reporting and system-driven insights in San Joaquin County, California. This Long-term Contract position is ideal for a finance specialist who combines strong close and reconciliation experience with advanced reporting capabilities in ERPs. The person in this role will partner with finance leaders and operational stakeholders to improve reporting visibility, maintain data reliability, and support project-based finance system initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities, including preparing and reviewing journal entries, maintaining the general ledger, and ensuring timely completion of assigned accounting tasks.</p><p>• Perform detailed account and bank reconciliations, investigate discrepancies, and resolve outstanding items to preserve the accuracy of financial records.</p><p>• Design, refine, and maintain financial and operational reports within Sage Intacct to provide clearer visibility into business performance.</p><p>• Create dashboards, key performance indicators, and management reporting materials that help leadership make informed financial decisions.</p><p>• Review data structure, report mapping, and output accuracy to ensure dependable reporting and consistency across finance systems.</p><p>• Assist with implementation-related activities such as testing, data conversion support, and report validation for finance system projects.</p><p>• Identify opportunities to streamline reporting workflows, reduce dependence on manual spreadsheets, and improve process efficiency.</p><p>• Document reporting procedures and accounting workflows, and share knowledge with internal users to support effective ongoing use of tools and processes.</p>
<p>Robert Half is looking for a strategic finance leader to oversee the organization’s fiscal management for a healthcare organization in Angels Camp. This role partners closely with executive leadership and the board to strengthen financial performance, support long-term planning, and maintain compliance with government and funding requirements. The Director of Finance will guide core accounting operations, reporting, budgeting, and audit activities while providing leadership across finance-related departments. For more information about this position, please call Lisa Cole at 916-646-0832</p><p><br></p><p>Responsibilities:</p><p>• Lead the organization’s financial operations, ensuring sound accounting practices and compliance with applicable regulatory and funding standards.</p><p>• Collaborate with executive leadership and the board to support financial strategy, capital planning, and growth initiatives across programs and services.</p><p>• Establish and maintain strong internal controls, fiscal procedures, and quality assurance measures that protect organizational assets and support accurate reporting.</p><p>• Direct payroll oversight and monitor accounts receivable, collections, adjustments, and balancing processes to maintain financial accuracy and cash flow integrity.</p><p>• Oversee the financial administration of grants and contracts, including ongoing monitoring, reporting, and communication with funding agencies.</p><p>• Prepare and review required government and program filings, including cost reports, tax submissions, and compliance documentation related to healthcare funding programs.</p><p>• Supervise finance, billing, and credentialing team functions, providing leadership, accountability, and operational guidance across departments.</p><p>• Develop annual operating budgets, support budget creation for new proposals, and review periodic financial statements for executive and board-level reporting.</p><p>• Coordinate the annual independent audit, maintain fiscal policies and procedures, and support insurance, investment, and employee benefit plan financial matters.</p><p>• Manage special finance projects and contract-related activities, including support for healthcare and grant-funded program agreements as assigned by senior leadership or the board.</p>
<p>We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP& A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
<p>Our client is seeking a detail-oriented AML Analyst to support financial crimes compliance efforts through Level 1 alert review and investigation. This role is ideal for professionals with experience in AML, risk, compliance, or financial crime investigations who bring strong analytical, research, and decision-making skills.</p><p>The Staff AML Analyst will review transactional alerts, identify potentially suspicious activity, and determine when escalation is appropriate. This individual will also assist with case development and support potential SAR-related investigations while ensuring adherence to AML/BSA regulations and internal policies.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and investigate Level 1 alerts for potential suspicious activity</li><li>Analyze transactional activity and determine whether escalation is warranted</li><li>Assist in identifying cases that may require Suspicious Activity Report (SAR) filings</li><li>Conduct research and document findings clearly and accurately</li><li>Support AML/BSA compliance efforts in accordance with established policies and procedures</li><li>Perform investigative analysis using available systems, data, and reporting tools</li></ul><p>If interested, please call Xayvion at 925-267-8552.</p>
<p>We are seeking an experienced Senior Investigator / QC Analyst to support AML and financial crimes compliance initiatives. This role is responsible for reviewing alerts and investigations for quality, accuracy, and regulatory adherence. The ideal candidate will have experience in AML, risk, compliance, or financial crimes and bring strong analytical, documentation, and decision-making skills.</p><p>The Senior Investigator / QC Analyst will assess investigative findings, determine whether cases should be escalated, and help identify situations where Suspicious Activity Reports (SARs) may be warranted. This position requires a strong understanding of BSA/AML regulations and the ability to work independently in a fast-paced compliance environment.</p><p>Key Responsibilities:</p><ul><li>Review alerts and case investigations for quality, completeness, and accuracy</li><li>Evaluate activity to determine whether escalation is needed for further review</li><li>Assess investigative findings and identify cases that may warrant SAR recommendations</li><li>Document findings in a clear, concise, and well-supported manner</li><li>Ensure compliance with AML/BSA regulations, internal policies, and quality standards</li><li>Conduct research and analysis using available systems, reports, and data tools</li><li>Support quality control efforts across AML and financial crimes investigations</li></ul><p>If interested, please contact Xayvion at 925-267-8552.</p>
<p>We are looking for an experienced finance leader to guide the fiscal strategy and day-to-day financial operations of a mission-driven non-profit organization in the Turlock, California area. This role will oversee budgeting, reporting, forecasting, and compliance while helping leadership make informed decisions that support sustainable growth. The ideal candidate brings strong knowledge of governmental accounting and the ability to manage complex financial processes with accuracy, transparency, and accountability.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s financial planning activities, including development of the annual budget and ongoing monitoring of performance against approved targets.</p><p>• Lead the monthly close cycle by reviewing financial activity, ensuring timely reconciliations, and producing accurate statements for leadership review.</p><p>• Prepare and present financial reports that translate key results, risks, and trends into clear insights for executive stakeholders and board members.</p><p>• Manage cash flow planning by forecasting near-term and long-range funding needs to support operational stability and strategic priorities.</p><p>• Strengthen budget processes by establishing effective controls, improving financial workflows, and promoting consistency across departments.</p><p>• Oversee accounting practices related to municipalities and other government-connected funding sources, ensuring adherence to applicable standards and regulations.</p><p>• Partner with senior leadership to evaluate financial performance, support decision-making, and align fiscal management with organizational objectives.</p><p>• Maintain compliance with nonprofit and governmental accounting requirements through accurate recordkeeping, policy oversight, and audit-ready documentation.</p>
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.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
<p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. <strong>Long-term contract/hybrid role.</strong></p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
<p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. </p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
<p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role.</p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </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>Paraplanner | Wealth Management Firm | Walnut Creek</strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> known for thoughtful financial planning, personalized client service, and a collaborative culture. As the <strong>first dedicated Financial Planning Analyst</strong>, you'll have the opportunity to help shape the function while working directly with experienced advisors.</p><p>This is an excellent opportunity for an early-career professional passionate about <strong>personal finance, markets, and investment research</strong>.</p><p> </p><p>You'll gain broad exposure across <strong>financial planning, portfolio analysis, and client strategy</strong>, with strong mentorship, licensing support, and a clear path toward <strong>senior planning or advisory roles</strong>. The firm also offers company-paid health and dental coverage, retirement contributions, PTO, and strong professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support advisors in preparing and updating <strong>comprehensive financial plans </strong></li><li>Gather and analyze client financial information </li><li>Conduct <strong>investment, market, and economic research </strong></li><li>Analyze portfolios, <strong>asset allocation, and performance </strong></li><li>Research client-specific planning questions and prepare recommendations </li><li>Prepare materials and analysis for advisor and client meetings </li><li>Maintain accurate client data within planning software and CRM systems </li><li>Monitor market and regulatory developments </li><li>Support special projects across financial planning and investments </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an AML/KYC Analyst to support financial crimes compliance efforts through careful alert review, research, and case assessment in San Ramon, CA. This Long-term Contract position is well suited for a detail-oriented individual who can evaluate potentially suspicious activity, apply sound judgment, and produce clear investigative documentation. The role offers an opportunity to contribute to risk mitigation by analyzing transactional information, following regulatory expectations, and helping determine when additional review may be needed.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct first-level reviews of alerts to identify unusual or potentially suspicious financial activity.</p><p>• Assess investigative findings and decide when matters should be referred for deeper examination.</p><p>• Support the identification of situations that may warrant suspicious activity reporting based on documented evidence.</p><p>• Examine account and transaction data, synthesize relevant information, and record conclusions with clarity and accuracy.</p><p>• Perform targeted research using available systems and resources while maintaining compliance with applicable AML and KYC standards.</p><p>• Maintain organized case records and ensure all investigative steps are documented in accordance with policy expectations.</p><p>• Collaborate with compliance and risk stakeholders as needed to clarify findings and resolve alert-related questions.</p>
The duties listed below exemplify the work of the classification and assigned duties may include work that <br>is similar, related or a logical assignment to this class. <br>1. Plans, directs, controls, integrates and evaluates the work of the College Business Office, <br>overseeing financial systems to track and monitor revenues and expenditures; develops and <br>monitors the College’s annual budget and a variety of grant budgets; prepares multi-year <br>projections and prepares or monitors the preparation of related state reports; prepares a variety <br>of financial reports to manage and track college and grant performance; prepares documents for <br>annual audits, conducts financial analyses and develops internal controls. <br>2. With the Vice President, Administration, collaborates with college administrators and the District <br>office to prepare the annual budget; monitors and evaluates budget usage and revises budget to <br>meet goals and objectives; performs ongoing forecasting and financial analyses; develops, <br>implements and monitors internal accounting controls to safeguard assets and ensure accurate <br>financial information; complies with all applicable federal, state, and District regulations related to <br>financial activities. <br>3. Directs and manages the work assignments and performance of assigned staff and student <br>workers; interviews and participates in selecting employees; trains, counsels, evaluates and <br>disciplines personnel according to established policies and procedures. <br>4. Manages college accounts and records involving accounts receivable and student accounting <br>including billing, payments, financial aid, and refund activities; oversees cashiering, secures cash <br>collection and manages reconciliation processes and procedures; coordinates and ensures <br>accurate and timely production of general ledger entries, accounting and accounts receivable <br>reports. <br>5. Reviews and approves campus purchase requisitions and requests for checks, warrants, claims <br>and expense reimbursements; directs, plans and reviews cash flow, revenue, and expenditures; <br>ensures prompt payment of invoices and issuance of budget usage reports and other accounts <br>payable reports. <br>6. Manages fiscal portion of college grants and other external financial and service relationships <br>including developing grant budgets, agreements and other documents and reports; ensures <br>compliance with generally accepted accounting principles (GAAP) and Governmental Accounting <br>Standards Board (GASB) in executing, analyzing, verifying, and reporting fiscal transactions; <br>provides training and technical expertise to administrators, faculty, and staff for budget develop<br>ment and assists in resolving issues and conflicts associated with expenditures.
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.