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9 results for Financial Data Analyst in Manteca, CA

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Amanda Warren is looking for a Financial Analyst to join a great team in Sacramento, California. In this role, you will turn financial and operational information into clear insights that support planning, accountability, and sound business decisions. This position also contributes to core accounting activities, budgeting support, and compliance-related reporting in a mission-driven environment. Responsibilities:• Analyze financial and operational data from the general ledger and related systems to identify patterns, explain performance, and deliver reports, dashboards, and visual summaries for leadership.• Build recurring and on-demand financial models, forecasts, and variance analyses that help guide planning and resource allocation decisions.• Provide cross-functional accounting support by serving as backup for accounts payable, accounts receivable, and payroll processes while helping ensure accurate ledger coding across multiple cost centers and allocation structures.• Prepare journal entries, complete account reconciliations, and assist with month-end close activities to strengthen accuracy and internal controls.• Support year-end financial close and contribute to audit preparation, tax-related filings, Form 990 support, and other finance projects as needed.• Partner with budget and grant-related stakeholders to develop budgets, monitor spending against funding requirements, and produce financial reporting for grant activity.• Build effective working relationships across departments by communicating financial information clearly and establishing trust with employees at all organizational levels.• Monitor developments, trends, and process improvement opportunities that may reduce costs, improve reporting quality, or strengthen financial operations.• Represent the finance function at organization events and complete additional assignments in support of departmental and organizational needs.
2026-06-01T00:00:00Z

Senior Financial Analyst

San Ramon, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership. Responsibilities:<ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
2026-06-03T00:00:00Z

Data Scientist II

San Ramon, CA
remote
Permanent / Full Time
119000 - 180000 USD / Yearly
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. 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. 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.
2026-05-21T00:00:00Z

Business Systems Analyst IV

San Ramon, CA
remote
Permanent / Full Time
109000 - 165000 USD / Yearly
Robert Half is seeking a Business Systems Analyst IV to support and enhance Workday Financials, HCM, and Payroll, with a strong emphasis on Time Tracking, Absence, AP, AR, and General Ledger. This role will lead cross-functional initiatives, drive system improvements, and support integrations in a 100% remote environment (working 8 AM–5 PM PT; open to PT or MT candidates). Key Responsibilities Serve as a senior SME for Workday across Financials and HCM (Time Tracking, Absence, AP/AR, GL). Lead and support integrations, including troubleshooting, enhancements, and post-production support. Partner with business and IT stakeholders to gather requirements, define solutions, and deliver system improvements. Review and guide functional design, system configuration, and process optimization. Provide reporting and status updates to leadership, including risks, timelines, and outcomes. Translate business needs into detailed specifications, process flows, and test plans. Lead cross-functional teams through SDLC lifecycle activities, including implementation and support. Ensure systems and processes are scalable, efficient, and aligned to business objectives. Mentor entry level analysts and support overall team effectiveness.
2026-05-21T00:00:00Z

Data Engineer III

San Ramon, CA
remote
Permanent / Full Time
104000 - 153000 USD / Yearly
Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department. Solution Design & Technical Leadership<ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul>Data Infrastructure & Platform<ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul>Data Quality, Governance & Collaboration<ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul>
2026-06-11T00:00:00Z

Financial Advisor - $1B AUM RIA

San Ramon, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
About the OpportunityThis 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 on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area. 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. What You’ll Do<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>Why Join Us?<ul><li>Established Client Base: Start with a meaningful book of business from day one</li><li>Supportive Culture: Work alongside seasoned professionals in a collaborative environment</li><li>Growth Potential: Opportunities to expand your practice and develop professionally</li><li>Impact: Make a real difference in clients’ financial lives while building a rewarding career</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2026-05-28T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Financial Planning Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z