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19 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>
  • 2026-03-02T00:00:00Z
Accounting Analyst
  • Pleasanton, CA
  • onsite
  • Contract / Temporary to Hire
  • 38 - 44 USD / Hourly
  • <p>We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul><p>For immediate consideration, please contact Dennis at 925-271-4809</p>
  • 2026-03-05T00:00:00Z
Financial Analyst - Entry Level
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 23 - 28 USD / Hourly
  • <p>We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Organize and review client tax documents, ensuring all necessary information is included.</p><p>• Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs.</p><p>• Prepare and assemble complete tax packets for final review and filing.</p><p>• Ensure consistency by referencing prior year tax returns and identifying recurring items.</p><p>• Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements.</p><p>• Track income sources, capital gains, and pass-through income accurately.</p><p>• Utilize established checklists to maintain compliance and completeness.</p><p>• Maintain detailed records and documentation for all client files.</p><p>• Navigate Excel spreadsheets effectively, including the use of Pivot Tables.</p><p>• Use company software to manage files and streamline processing.</p>
  • 2026-03-19T00:00:00Z
Sr. Financial Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 55 - 60 USD / Hourly
  • <p>Our client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement. This role has the possibility to convert to full time. In this long-term contract role, you will play a key part in driving financial planning and analysis, supporting strategic decision-making, and ensuring compliance with global reporting standards. This position is ideal for someone with strong attention to detail, excellent analytical skills, and a passion for improving financial processes. The expected pay while a contractor is expected to be $55-$60/hr. DOE and location. This is a 100% remote role.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and alignment of financial datasets across regions and departments to support strategic reporting and analysis</p><p>• Perform in-depth analysis of financial trends, identifying anomalies and providing actionable insights to support operational and strategic decisions</p><p>• Collaborate with Data Governance teams to ensure all reporting complies with global standards and methodologies</p><p>• Develop and implement automated workflows to enhance the efficiency and accuracy of financial reporting processes</p><p>• Prepare detailed financial reports tailored to regional needs, focusing on profitability metrics, variance analyses, and resource allocation</p><p>• Guide analysts who are new to the field in best practices for data validation, report generation, and financial modeling, fostering team growth and knowledge sharing</p><p>• Partner with cross-regional teams to align forecast inputs with corporate priorities and governance standards</p><p>• Conduct detailed variance analyses of quarterly forecasts, identifying key drivers and presenting insights to senior leadership</p><p>• Work closely with Finance Intelligence &amp; Innovation teams to refine forecasting tools and integrate scalable solutions</p><p>• Support the creation of scenario models and data inputs for senior analysts and finance business partners</p>
  • 2026-03-06T00:00:00Z
Payroll Analyst
  • Pleasant Hill, CA
  • onsite
  • Contract / Temporary to Hire
  • 40 - 50 USD / Hourly
  • <p>We are looking for a skilled Payroll Analyst to join client team in Pleasant Hill, California. This Contract to permanent position offers an opportunity to play a pivotal role in payroll processing, benefits administration, and employee records management within the construction industry. The ideal candidate will bring expertise in handling multi-state payroll operations and demonstrate exceptional organizational skills.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Process semi-monthly payroll, ensuring accuracy and compliance with company policies.</p><p>• Maintain and update employee timekeeping records, including paid time off, vacation time, and pay history.</p><p>• Manage year-end payroll processes, including employee census updates and distribution of W-2 and 1095C forms.</p><p>• Administer benefits enrollment during open enrollment periods and review monthly enrollments for accuracy.</p><p>• Terminate benefits for departing employees by the end of their last month of employment and ensure proper payroll deductions for contributions.</p><p>• Conduct new employee orientations covering benefits enrollment, timekeeping requirements, and company policies.</p><p>• Respond to inquiries regarding employment verifications, benefit details, and labor law compliance.</p><p>• Report workplace injuries, vehicle accidents, and other claims to workers’ compensation adjusters and assist with follow-up documentation.</p><p>• Maintain organized and confidential records, including personnel files, payroll data, and benefits information.</p><p>• Ensure labor law posters are up-to-date across all divisions and perform miscellaneous administrative duties as needed.</p>
  • 2026-03-17T00:00:00Z
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>
  • 2026-03-20T00:00:00Z
Accounts Receivable Accounting Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 25.65 - 29.7 USD / Hourly
  • <p>We are looking for a detail-oriented Accounts Receivable Accounting Analyst to join our team in Concord, California. In this contract to hire position, you will play a critical role in managing financial transactions, billing and maintaining large data sets in MS Excel. This is an excellent opportunity to utilize your expertise in accounting and Microsoft Excel to support key business operations.</p><p>Team oriented company, with excellent benefits upon hire!</p><p><br></p><p>Responsibilities:</p><p>• Process monthly reports using advanced Excel techniques, including formulas and large data sets, to ensure accuracy and efficiency.</p><p>• Apply payments to accounts by downloading daily lockbox details</p><p>• Generate invoices for outstanding balances, prepare billing documents</p><p>• Balance monthly receipts against bank statements and compile totals for general ledger updates.</p><p>• Conduct electronic file transfers, receipt processing, and dependent premium collections.</p><p>• Research receivable balances and provide supporting documents to identify amounts owed.</p><p>• Ensure all financial records are accurate, organized, and compliant with organizational standards.</p>
  • 2026-03-10T00:00:00Z
Accounts Receivable Accounting Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 24.225 - 28.05 USD / Hourly
  • <p>We are looking for a detail-oriented Entry Level Analyst to join our team on a contract basis in Concord, California. In this role, you will handle critical accounting tasks related to billing and receivables This position requires expertise in managing large data sets, ensuring accuracy in financial operations, and maintaining effective communication with participating employers.</p><p><br></p><p>Responsibilities:</p><p>• Process complex monthly billing reports in Microsoft Excel </p><p>• Apply payments to accounts by downloading lockbox details, allocating receipts to appropriate funds, and reconciling differences.</p><p>• Prepare invoices and discrepancy letters for outstanding balances, ensuring accurate billing and documentation.</p><p>• Balance monthly receipts with bank statements and compile totals for general ledger updates.</p><p>• Manage electronic file transfers and collections of dependent premiums efficiently.</p><p>• Investigate and document receivable balances, providing detailed support for liquidated damages and amounts due.</p><p> </p>
  • 2026-03-16T00:00:00Z
Wealth Analyst
  • 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>
  • 2026-03-14T00:00:00Z
Pricing Analyst
  • San Jose, CA
  • onsite
  • Permanent
  • 70000 - 80000 USD / Yearly
  • We are looking for a detail-oriented Pricing Analyst to join our team in San Jose, California. This role involves preparing and managing customer quotations, processing sales orders, and providing exceptional support throughout the order lifecycle. The ideal candidate will have experience in customer-facing roles within manufacturing, electronics, or semiconductor industries, with a strong understanding of technical product pricing and order management processes.<br><br>Responsibilities:<br>• Develop and issue customer quotations for printed circuit boards and semiconductor components, ensuring accurate details based on specifications, volumes, and delivery timelines.<br>• Analyze and review customer RFQs, collaborating with engineering and operations teams to ensure cost accuracy and manufacturability.<br>• Process and manage sales orders within company systems, verifying pricing, quantities, and delivery schedules.<br>• Maintain up-to-date pricing data, including customer-specific agreements and discount structures.<br>• Provide customers with timely updates on quotes, order statuses, and delivery schedules, addressing inquiries and resolving any issues.<br>• Partner with sales, production planning, and supply chain teams to address discrepancies in orders or pricing.<br>• Support the sales team by generating quote documentation, conducting pricing analyses, and confirming orders.<br>• Monitor open quotations and convert approved quotes into finalized sales orders.<br>• Ensure compliance with company policies, contract terms, and internal controls for all orders.<br>• Deliver excellent customer service by responding promptly to inquiries and resolving order-related challenges.
  • 2026-03-09T00:00:00Z
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>
  • 2026-03-20T00:00:00Z
Budget Analyst
  • Fremont, CA
  • onsite
  • Temporary
  • 27.7115 - 32.087 USD / Hourly
  • We are looking for a skilled Budget Analyst for a contract position based in Fremont, California. In this role, you will play a crucial part in managing and analyzing budget data, ensuring its accuracy and consistency. You will collaborate with program leaders and billing teams to streamline processes and produce detailed reports and summaries for managerial review.<br><br>Responsibilities:<br>• Collect and organize budget and billing data from various departments and stakeholders.<br>• Enter, upload, and validate financial data to ensure accuracy and consistency.<br>• Conduct detailed analyses of budgets, identifying discrepancies and proposing solutions.<br>• Prepare comprehensive reports and summaries for review by management.<br>• Collaborate with program leaders to support the development and maintenance of program budgets.<br>• Monitor and manage annual operating budgets, ensuring alignment with organizational goals.<br>• Assist in tracking approved budgets and provide updates on their utilization.<br>• Work closely with billing teams to ensure smooth integration of financial data across systems.<br>• Provide recommendations to improve budget processes and reporting efficiency.
  • 2026-03-11T00:00:00Z
Financial Advisor
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000 - 125000 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>
  • 2026-03-14T00:00:00Z
Financial Advisor
  • San Ramon, CA
  • onsite
  • Permanent
  • 100000 - 160000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p><br></p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T00:00:00Z
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.
  • 2026-03-18T00:00:00Z
Accounting Specialist
  • Stockton, CA
  • onsite
  • Temporary
  • 26.6 - 30.8 USD / Hourly
  • <p>We are looking for a skilled Accounting Specialist to join our team on a contract basis in Stockton, California. This position is centered around supporting and optimizing travel and expense systems, along with managing accounts payable and other essential accounting functions in a dynamic aerospace manufacturing environment. The ideal candidate will bring expertise in accounting processes and systems, ensuring compliance and accuracy in daily operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage the daily operations of the Navan travel and expense system, including troubleshooting, user support, and ensuring compliance with company policies.</p><p>• Review expense submissions to confirm proper documentation and adherence to organizational guidelines.</p><p>• Collaborate with finance leadership to enhance workflows, reporting capabilities, and strengthen internal controls.</p><p>• Handle accounts payable tasks, including processing invoices, coordinating payments, and maintaining vendor communications.</p><p>• Prepare journal entries and support month-end close activities, including account reconciliations.</p><p>• Assist in audit preparations by compiling necessary documentation and addressing inquiries.</p><p>• Contribute to process improvement initiatives aimed at increasing efficiency and accuracy in accounting operations.</p><p><br></p><p>For immediate consideration please contact Cortney 209-225-2014 </p>
  • 2026-02-27T00:00:00Z
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>Fluency in English/Mandarin is a must.</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>
  • 2026-03-10T00:00:00Z