Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

20 results for Financial Data Analyst in Manteca, CA

Financial Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 85000 - 100000 USD / Yearly
  • <p>We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
  • 2026-04-03T00:00:00Z
Sr. Financial Analyst
  • Fremont, CA
  • onsite
  • Permanent
  • 140000 - 155000 USD / Yearly
  • We are looking for an experienced Senior Financial Analyst to join our team in Fremont, California. In this role, you will play a critical part in analyzing financial data, developing models, and supporting key decision-making processes. The ideal candidate will have expertise in cost accounting, financial modeling, and manufacturing operations.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain complex financial models to support strategic planning and forecasting.<br>• Conduct variance analysis to compare actual performance against budgets and forecasts.<br>• Perform ad hoc financial analyses to address specific business challenges or opportunities.<br>• Apply cost accounting principles to evaluate and optimize manufacturing product costs.<br>• Review and analyze inventory costs to ensure accurate reporting and valuation.<br>• Assist in the month-end close process by preparing journal entries and reconciliations.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Utilize NetSuite and other tools to streamline financial reporting and analysis.<br>• Support the development and implementation of standard cost accounting practices.
  • 2026-03-27T00:00:00Z
Entry Level Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 25 - 30 USD / Hourly
  • <p>We are seeking a detail-oriented Junior Accounting Analyst to join our clients growing team on a temp-to-hire basis. This role is ideal for someone early in their accounting career who is eager to gain hands-on experience, develop analytical skills, and grow within a collaborative environment.</p><p><br></p><p>This position offers the opportunity to transition into a permanent role based on performance and business needs.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Assist with daily accounting operations, including accounts payable and accounts receivable</li><li>Support month-end and year-end close processes</li><li>Prepare and analyze journal entries and account reconciliations</li><li>Review financial data for accuracy and identify discrepancies</li><li>Assist in maintaining general ledger integrity</li><li>Compile financial reports and support ad hoc analysis</li><li>Collaborate with cross-functional teams to gather financial information</li><li>Help improve processes and support internal controls</li></ul><p><br></p>
  • 2026-03-27T00:00:00Z
Sales Analyst
  • Lafayette, CA
  • onsite
  • Permanent
  • 85000 - 100000 USD / Yearly
  • <p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>
  • 2026-03-17T00:00:00Z
Workday Reporting Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 70 - 85 USD / Hourly
  • <p>Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.</p><p>• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.</p><p>• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.</p><p>• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.</p><p>• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.</p><p>• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.</p><p>• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.</p><p>• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.</p><p>• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.</p>
  • 2026-04-09T00:00:00Z
Data Scientist II
  • San Ramon, CA
  • remote
  • Permanent
  • 119000 - 180000 USD / Yearly
  • <p>Our client is seeking a Data Scientist II – Generative AI to join a cutting-edge team focused on building scalable, production-ready AI solutions that transform business workflows and deliver measurable impact across global operations. This role is ideal for professionals passionate about leveraging Generative AI technologies, creating intelligent agents, and driving innovation at scale.</p><p><br></p><p>You will design and implement GenAI-powered agents that streamline internal processes, enhance productivity, and support business development initiatives. Responsibilities include developing robust prompt engineering frameworks, building RAG pipelines, and converting prototypes into production-ready solutions. You’ll collaborate closely with engineering and business teams to ensure solutions meet diverse client needs and are optimized for global deployment.</p><p><br></p><p>Key projects include extending the company’s GPT platform, creating AI agents that improve efficiencies for RFP development, onboarding materials, and SOW requirements. Success in this role means quickly ramping up on backlog projects, delivering high-priority initiatives, and staying ahead of emerging GenAI frameworks to continuously advance internal AI capabilities.</p>
  • 2026-03-31T00:00:00Z
Workday Payroll Business Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 65 - 80 USD / Hourly
  • <p>Robert Half Management Resources is looking for a detail-oriented Workday Payroll Business Analyst to contribute to a major Workday Financials and Payroll implementation project for one of our clients on an interim basis. This position plays a vital role in transitioning complex payroll operations into a streamlined Workday environment, ensuring compliance with multi-state regulations and union-specific requirements. As a long-term contract opportunity, this role offers the chance to collaborate across Payroll, Finance, and IT teams while addressing the unique operational needs of a healthcare organization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and maintain Workday Payroll settings, including earnings, deductions, taxes, pay groups, and complex workflows.</p><p>• Facilitate the migration of payroll data from legacy systems such as Lawson S3, PeopleSoft, and Dayforce into Workday.</p><p>• Lead requirements gathering, document system configurations, and oversee user acceptance testing and parallel testing cycles.</p><p>• Develop and manage integrations using Workday EIBs and other tools, while generating advanced reports to support data reconciliation.</p><p>• Map payroll processes to the general ledger and ensure accuracy in financial reconciliations and accruals.</p><p>• Ensure compliance with multi-state taxation laws, garnishment rules, and retro-pay policies.</p><p>• Address unique healthcare workforce needs, including union rules, shift differentials, and 24/7 operational requirements.</p><p>• Provide technical support and troubleshoot payroll interfaces, ensuring seamless data flow across systems.</p><p>• Collaborate with cross-functional teams to align payroll processes with organizational goals and regulatory requirements.</p>
  • 2026-04-09T00:00:00Z
Cost Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 40 - 60 USD / Hourly
  • Our client is looking for an experienced Cost Analyst to join our Concord, CA location on a contract-to-permanent basis. This role offers the chance to partner with operations and finance, drive process improvement, and support ongoing business growth. <br> Analyze production costs, materials, and labor variances Prepare and present regular cost reports to management Support budgeting, forecasting, and month-end closing activities Identify cost-saving opportunities in collaboration with cross-functional teams Ensure compliance with company policies and support audits as needed
  • 2026-04-08T00:00:00Z
Cost Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 40 - 60 USD / Hourly
  • Our client is seeking a detail-oriented and analytical Cost Analyst for an ongoing contract-to-permanent assignment in Concord, CA. Be part of an organization that values proactive thinking and continuous improvement. <br> Conduct costing analysis, track inventory and production expenses Highlight trends and variances, providing recommendations to leadership Assist with development of annual budgets and cost forecasts Partner with internal departments to improve processes and increase cost efficiencies Maintain accurate records and assist during internal and external audits
  • 2026-04-08T00:00:00Z
Cost Analyst
  • Castro Valley, CA
  • onsite
  • Temporary
  • 40 - 60 USD / Hourly
  • Are you skilled in analyzing costs and identifying operational efficiencies? Join our client as a Cost Analyst! Our client is seeking experienced professionals who thrive in fast-paced environments and are interested in a contract-to-permanent opportunity with a respected organization in Hayward, CA. <br> Analyze cost data and develop actionable reports for management Monitor production costs, inventory, and expenditures for accuracy Partner with operations to identify ways to improve profitability and reduce waste Assist with budgeting, forecasting, and variance analysis Support audits and ensure compliance with corporate policies and procedures Collaborate cross-functionally to support decision-making
  • 2026-04-08T00:00:00Z
Cost Analyst
  • Castro Valley, CA
  • onsite
  • Temporary
  • 40 - 60 USD / Hourly
  • Our client in Hayward, CA is seeking a motivated Cost Analyst for a long-term contract-to-permanent opportunity. If you have a passion for process improvement and financial analysis, this could be the ideal position for you. <br> Collect, analyze, and report on cost-related data for products and projects Support standard cost updates and variance analysis Work closely with manufacturing, supply chain, and finance teams Prepare regular cost analysis reports for senior leadership Assist in the development of annual budgets and forecasts Maintain cost accounting policies and support audit requirements
  • 2026-04-08T00:00:00Z
Wealth Analyst at Thriving RIA
  • San Ramon, CA
  • onsite
  • Permanent
  • 80000 - 120000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-31T00:00:00Z
Help Desk Analyst
  • Stockton, CA
  • onsite
  • Contract / Temporary to Hire
  • 29.6875 - 34.375 USD / Hourly
  • We are looking for a Help Desk Analyst to join our team in Stockton, California, as part of a Contract to permanent position within the aerospace industry. In this role, you will be responsible for providing technical support to end users across multiple environments, ensuring smooth system functionality and resolving issues promptly. This position offers an exciting opportunity to work closely with IT leadership and collaborate on delivering exceptional support services.<br><br>Responsibilities:<br>• Address and resolve help desk tickets efficiently to minimize downtime for users.<br>• Provide technical support for Windows 10/11 operating systems and Microsoft 365 applications.<br>• Assist remote users with VPN access and troubleshooting to ensure seamless connectivity.<br>• Manage user accounts and perform basic networking tasks to maintain system reliability.<br>• Collaborate with IT leadership and team members to ensure timely resolution of technical issues.<br>• Deliver detail-oriented and customer-focused support to enhance user satisfaction.<br>• Document resolutions and maintain accurate records of help desk activities.<br>• Identify recurring issues and propose solutions to improve system performance.<br>• Stay updated on emerging technologies to continuously enhance support capabilities.
  • 2026-04-08T00:00:00Z
Accountant - Hedge Fund
  • Concord, CA
  • onsite
  • Permanent
  • 90000 - 105000 USD / Yearly
  • <p>We have an excellent opportunity for a <strong>Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients</strong> who is interested in transitioning into an <strong>industry role.</strong></p><p> Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a <strong>growing investment management firm in San Francisco</strong> that is looking to add a <strong>Staff Accountant</strong> to their team. The firm offers a <strong>collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client <strong>NAVs</strong> on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Utilize <strong>Bloomberg Terminal</strong> to revalue client holdings</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables</li></ul><p><br></p>
  • 2026-04-04T00:00:00Z
Accounting Specialist
  • Modesto, CA
  • onsite
  • Temporary
  • 22 - 27 USD / Hourly
  • <p>Our manufacturing client in the Modesto market is seeking a detail-oriented Accounts Payable &amp; Receivable Specialist. This is an excellent opportunity for a skilled finance professional who is comfortable in both AP and AR functions. The assignment has potential to be long-term with the possibility of becoming a permanent position. We’re searching for an individual who can support accounting operations and make a meaningful impact on vendor relationships, cash flow, and internal financial processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process vendor invoices in a timely and accurate manner</li><li>Prepare and complete payments, verify invoices, and reconcile discrepancies</li><li>Manage customer billing, payment postings, and collections</li><li>Reconcile accounts and resolve issues promptly with internal and external stakeholders</li><li>Assist with month-end close and support the broader accounting team as needed</li><li>Provide cross-functional support between AP and AR, stepping in flexibly based on changing business needs</li><li>Maintain detailed, organized, and confidential financial records</li></ul><p><strong>Qualifications:</strong></p><ul><li>Prior experience in accounts payable and/or accounts receivable required; cross-functional experience strongly preferred</li><li>Proficiency with accounting software and Microsoft Office Suite (Excel, Outlook)</li><li>Strong attention to detail, accuracy, and organizational skills</li><li>Effective communication and problem-solving abilities</li><li>Ability to adapt to evolving business requirements and thrive in a collaborative, on-site setting</li></ul><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
  • 2026-04-07T00:00:00Z
Accounting Specialist
  • Turlock, CA
  • onsite
  • Temporary
  • 22 - 31 USD / Hourly
  • <p>We are currently in search for an Accounting Specialist for a contract to hire role for our client in the Turlock market. This role will primarily focus on managing accounts payable functions while supporting the Controller. You will play a key role in bookkeeping, vendor relations, invoicing, and general accounting administration.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process accounts payable transactions for multiple entities and vendors</li><li>Ensure timely and accurate payment of invoices in compliance with company procedures</li><li>Review and verify purchase orders, pricing, payment terms, and related charges</li><li>Analyze and improve workflow processes for efficiency</li><li>Maintain records and perform general accounting duties, including account maintenance and journal entries</li><li>Assist the Controller with tasks such as bank reconciliations</li><li>Build and maintain professional relationships with vendors and internal stakeholders</li></ul><p><strong>Qualifications:</strong></p><ul><li>Minimum 3 years of office experience, ideally within accounting or accounts payable</li><li>Exceptional organizational skills and strong attention to detail</li><li>QuickBooks Desktop experience is required</li><li>Proficient in Microsoft Office and other accounting software</li><li>Relevant professional certifications are a plus</li><li>Demonstrated employment longevity</li><li>Strong communication skills and ability to work collaboratively</li></ul><p>For immediate consideration, contact Robert Half at 209-232-1991. </p>
  • 2026-03-27T00:00:00Z
Fund Accounting Manager - Private Equity
  • Concord, CA
  • onsite
  • Permanent
  • 155000 - 180000 USD / Yearly
  • <p><strong>Fund Accounting Manager – Real Estate Private Equity</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance &amp; Accounting</strong> is partnering with a <strong>private equity real estate investment firm</strong> seeking a <strong>Fund Accounting Manager</strong> to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.</p><p>The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul><p><br></p>
  • 2026-04-04T00:00:00Z
Financial Advisor - $1B AUM RIA
  • San Ramon, CA
  • onsite
  • Permanent
  • 100000 - 150000 USD / Yearly
  • <p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2026-03-13T00:00:00Z
U.S. Financial Controller
  • Santa Clara, CA
  • onsite
  • Permanent
  • 175000 - 250000 USD / Yearly
  • <p>We are looking for an experienced and proactive U.S. Financial Controller to oversee all accounting and financial operations for our organization in Boston, MA. This is a critical leadership role for someone who has previously been the end-to-end finance/accounting owner of a U.S. entity and understands how to build structure while operating in a lean environment.</p><p>The ideal candidate has a strong foundation from a well-established company (e.g., Big 4 or large multinational), and has subsequently taken on a broader, full-scope leadership role in a smaller or high-growth company where they owned the entire accounting function.</p><p>This role reports to senior leadership and partners closely with global finance teams.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><em>Full Ownership of U.S. Finance &amp; Accounting</em></p><ul><li>Lead and own all accounting operations for the U.S. entity, including GL, AP/AR, payroll, and month-end/year-end close.</li><li>Ensure timely and accurate financial statements in accordance with U.S. GAAP.</li><li>Take full responsibility for balance sheet integrity and reconciliations.</li><li>Serve as the accountable finance lead for the U.S. business.</li></ul><p><em>Internal Controls &amp; Audit</em></p><ul><li>Design, implement, and continuously improve internal control processes.</li><li>Serve as the primary contact for external auditors.</li><li>Ensure compliance with U.S. regulatory and statutory requirements.</li></ul><p><em>Process Building &amp; Financial Infrastructure</em></p><ul><li>Establish scalable accounting processes and policies from the ground up.</li><li>Improve systems, reporting automation, and financial visibility.</li><li>Evaluate and optimize financial systems to support business growth.</li></ul><p><em>Cross-Border Coordination</em></p><ul><li>Partner with global finance teams on consolidation and intercompany transactions.</li><li>Coordinate cross-border accounting matters between U.S., China, and Singapore entities.</li><li>Support transfer pricing and tax compliance with external advisors.</li></ul><p><em>Treasury &amp; Business Partnership</em></p><ul><li>Oversee U.S. cash management and forecasting.</li><li>Support strategic initiatives, entity structuring, and financial analysis.</li><li>Provide financial insights to support business decision-making.</li></ul>
  • 2026-04-10T00:00:00Z
Financial Planner for RIA Firm $4B+ AUM!
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 115000 - 130000 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half’s Financial Services Division</strong> is partnering with a well-established East Bay RIA managing $4B+ in AUM to add a <strong>Financial Planner</strong> to their growing team. This is a high-impact opportunity for a CFP® professional who enjoys building comprehensive financial plans, working directly with Advisors, and contributing to a collaborative, client-first environment—<strong>with only 2 days onsite! </strong></p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>• Lead the development of comprehensive, customized financial plans for high-net-worth clients</p><p>• Partner closely with Advisors and actively participate in client meetings as a financial planning expert</p><p>• Drive the design, presentation, and execution of sophisticated planning strategies across retirement, tax, estate, and equity compensation</p><p>• Conduct in-depth research on planning strategies, regulatory updates, and industry trends</p><p>• Maintain and optimize client data within financial planning platforms</p><p>• Help shape and refine internal planning processes, policies, and best practices</p><p>• Act as a key resource to Advisors on complex planning scenarios and evolving client needs</p>
  • 2026-03-27T00:00:00Z