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33 results for Financial Planning Analyst in Manteca, CA

Financial Analyst
  • Pleasanton, CA
  • remote
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • <p>Our client in Pleasanton is seeking an interim Sr. Financial Analyst for a 4+ month engagement. As part of this long-term contract position, you will play a critical role in supporting strategic decision-making through detailed financial analysis and reporting. This role involves working closely with business units and senior leadership to drive financial planning, forecasting, and operational insights. The role is slated for onsite work in Pleasanton, California but remote may be an option at some point. Pay is expected to be $60-$65/hr. DOE</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee key aspects of the annual planning process, including target setting and collaboration across multiple business units</p><p>• Perform comprehensive financial analyses, including detailed spend evaluations across various functions</p><p>• Establish fiscal year targets by analyzing historical data, forecasting trends, and aligning with business needs</p><p>• Collaborate with Business Finance leads to ensure alignment and manage the company's profit and loss roll-up</p><p>• Prepare and deliver ad hoc reports on operational spending, headcount trends, and significant cash outflows</p><p>• Develop executive-level presentations and reporting materials for the Senior Leadership Team</p><p>• Provide financial modeling and decision support for strategic initiatives and projects</p><p>• Conduct deep dives into benefits analytics and coordinate with stakeholders to analyze benefit trends effectively</p>
  • 2025-09-12T18:44:03Z
Lead Advisor at Thriving Wealth Management
  • Danville, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </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 work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-09-26T14:53:48Z
Financial Advisor at Thriving Wealth Management Firm
  • Danville, CA
  • onsite
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </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 work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-03T17:49:01Z
Treasury & Asset Management
  • Modesto, CA
  • onsite
  • Permanent
  • 120000.00 - 142000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for an experienced Treasury & Asset Management expert to lead critical financial functions. This role is central to ensuring optimal cash flow, liquidity, and asset performance while driving strategic financial initiatives. The ideal candidate will bring a strong background in treasury, financial forecasting, and asset management, with a focus on mitigating risks and supporting growth objectives. Contact Jackie Meza for consideration at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts.</p><p>• Develop and maintain detailed cash forecasting models to support financial planning and decision-making.</p><p>• Evaluate investment opportunities and track key financial metrics to align with organizational growth and profitability goals.</p><p>• Oversee capital expenditure planning and monitor asset performance to ensure alignment with company objectives.</p><p>• Identify and mitigate financial risks related to interest rate changes, foreign exchange exposure, and other market variables.</p><p>• Ensure compliance with financial regulations and reporting standards, maintaining transparency and accountability.</p><p>• Prepare comprehensive financial reports and strategic recommendations for leadership teams.</p><p>• Collaborate with relevant departments to support capital planning and funding initiatives.</p><p>• Drive improvements in treasury and asset management practices through the use of advanced financial tools and software.</p><p>• Maintain strong relationships with banking partners and financial institutions to optimize services and agreements.</p>
  • 2025-10-06T19:38:57Z
Associate Advisor
  • Danville, CA
  • remote
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Associate Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-03T18:08:58Z
Junior Financial Analyst
  • Hayward, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.00 - 37.50 USD / Hourly
  • <p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
  • 2025-10-08T21:09:03Z
Lead Advisor - $600M AUM
  • San Ramon, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Lead Financial Advisor – Strategic Partner in Wealth Management</strong></p><p>Join a growing, client-focused wealth management firm with over $600M in assets under management and an average client size of $1.5M. The firm helps successful individuals, families, and businesses gain clarity, direction, and confidence in their financial lives—offering more than just incremental returns.</p><p><br></p><p><strong>The Role</strong></p><p>As Lead Advisor, you’ll support senior advisors in delivering personalized financial planning and investment strategies. You’ll manage client communications, assist with onboarding, and help build tailored plans—all while gaining exposure to every dimension of wealth management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support senior advisors in meetings and follow-ups</li><li>Build financial plans and manage planning software</li><li>Handle client onboarding and communications</li><li>Assist with insurance proposals and investment reviews</li><li>Manage CRM, paperwork, and meeting prep</li></ul><p><strong>Why Join</strong></p><ul><li>Broad exposure to wealth management</li><li>Strong work-life balance</li><li>Supportive, down-to-earth leadership</li><li>Company-sponsored FINRA exams and CFP® support</li><li>Collaborative, growth-oriented team culture</li></ul><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>
  • 2025-09-19T22:28:41Z
Controller
  • Oakland, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
  • 2025-09-12T18:14:04Z
Controller
  • Benicia, CA
  • onsite
  • Permanent
  • 150000.00 - 175000.00 USD / Yearly
  • We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
  • 2025-10-07T18:24:19Z
Finance Analyst
  • Fremont, CA
  • onsite
  • Temporary
  • 35.00 - 40.00 USD / Hourly
  • <p>About the Role</p><p>We are seeking a Finance Analyst to join our team in Fremont, CA. This hybrid role offers an opportunity to partner with the Finance Manager and Financial Analysts to support operational, reporting, and reconciliation tasks that drive accuracy and efficiency across the business.</p><p>This is a temporary assignment with the potential for extension or conversion to a full-time position.</p><p>Key Responsibilities</p><p>Purchase Order & Invoice Coordination:</p><ul><li>Manage PO approvals in collaboration with the Finance Manager.</li><li>Track POs and invoices for accuracy and timely processing.</li></ul><p>Excel-Based Reporting:</p><ul><li>Maintain financial trackers and Smartsheets.</li><li>Compile savings reports and create pivoted financial data views for stakeholders.</li></ul><p>Financial Reconciliation:</p><ul><li>Perform reconciliations across accounts and cost centers.</li><li>Validate and clean up invoice data (non-stock related).</li></ul><p>Expense Management:</p><ul><li>Act as first-line approver for expense reports.</li><li>Ensure accurate coding and billing allocation of expenses.</li></ul><p>Ad Hoc Analysis & Projects:</p><ul><li>Support analysts with custom reporting, special projects, and multi-tasking requests.</li><li>Contribute to data analysis that informs business decisions.</li></ul><p>Process Knowledge & Collaboration:</p><ul><li>Apply a broad understanding of financial principles and workflows.</li><li>Partner across finance, operations, and procurement to improve processes.</li></ul>
  • 2025-09-22T16:29:28Z
VP/Director of Finance
  • Turlock, CA
  • onsite
  • Permanent
  • 170000.00 - 190000.00 USD / Yearly
  • <p>Edgar Gonzalez with Robert Half is on the hunt for a VP/Director of Finance. In this role, you will have the opportunity to steer the financial health and operational efficiency of our organization. Your main tasks will encompass executing financial strategies, managing cash flow, ensuring regulatory compliance, and leading the finance team.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee all audit and internal control operations, ensuring the organization's financial integrity and compliance</p><p>• Manage job costing and project financial management, guaranteeing precise cost tracking and financial controls</p><p>• Handle cash flow and working capital, optimizing billing cycles and vendor payment terms</p><p>• Supervise financial planning, forecasting, and risk analysis, providing valuable insights for strategic decision-making</p><p>• Update and enhance the company's ERP accounting system, developing modules to improve efficiency across departments</p><p>• Implement process improvements through the adoption of new accounting and project management technologies</p><p>• Supervise the finance team, including those in Accounts Payable (AP), Accounts Receivable (AR), and Project Coordinators (PC), ensuring accurate project billing and expense tracking</p><p>• Develop and implement corporate growth strategies, nurturing strong relationships with key partners</p><p>• Conduct financial analysis and forecasting, delivering detailed reports on financial performance on a weekly, monthly, quarterly, and annual basis to executive leadership</p><p>• Collaborate with the Corporate CPA to ensure accurate general ledger allocations and compliance with tax requirements</p><p>• Ensure compliance with prevailing wage laws, certified payroll reporting</p><p>• Adhere strictly to financial laws, regulations, and best practices to maintain corporate compliance and governance</p><p><br></p><p>If you're interested in this role, please reach out to Edgar Gonzalez via LinkedIn or at 209.395.2259</p>
  • 2025-09-26T13:48:52Z
CFO
  • Sunnyvale, CA
  • onsite
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
  • 2025-09-26T15:29:09Z
Budget Analyst
  • Concord, CA
  • onsite
  • Temporary
  • 32.00 - 38.00 USD / Hourly
  • <p>We are looking for an experienced Budget Analyst to join our team on a contract basis in Concord, California. In this role, you will play a critical part in managing and analyzing budget to actual data to support effective budget planning and execution. This position requires strong analytical skills, attention to detail, and the ability to collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Oversee annual budgets, ensuring alignment with organizational goals.</p><p>• Analyze financial reports and reconcile accounts to identify discrepancies and maintain accuracy.</p><p>• Utilize advanced Excel functions, such as pivot tables and formulas, to manage and interpret large datasets.</p><p>• Prepare detailed documentation and audit trails to support budget evaluations and reporting.</p><p>• Monitor and track budget activity, flagging potential issues and providing actionable recommendations.</p><p>• Collaborate with finance staff and other departments to communicate budget updates and requirements.</p><p>• Assist in the preparation of materials for meetings and presentations related to budget planning.</p><p>• Ensure compliance with approved budgets and organizational financial policies.</p><p>• Review budget transfers and reports to prevent errors and ensure data integr</p>
  • 2025-10-08T21:09:03Z
Sr. Accountant
  • Modesto, CA
  • onsite
  • Permanent
  • 85000.00 - 105000.00 USD / Yearly
  • <p>We are looking for a highly skilled Accountant to join our client's team in the Stanislaus County. The ideal candidate will play a key role in managing complex accounting tasks, ensuring compliance with regulations, and providing valuable insights through detailed financial analysis. If interested contact Edgar Gonzalez - call or text 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide detailed financial analysis and create ad-hoc reports to support decision-making.</p><p>• Perform advanced account reconciliations and resolve discrepancies to maintain accurate financial records.</p><p>• Support annual audits by gathering necessary documentation and addressing audit inquiries.</p><p>• Make corrections and adjustments to financial reports to ensure accuracy and reliability.</p><p>• Collect, review, and analyze historical financial data to support strategic planning and reporting.</p><p>• Investigate and resolve unusual variances in accounting information by tracing discrepancies and reconciling data.</p><p>• Collaborate with internal teams to address accounting-related questions and resolve issues.</p><p>• Take on additional accounting duties as assigned to meet organizational needs.</p><p>• Assist in month-end and year-end closing processes to ensure timely and accurate financial reporting.</p>
  • 2025-09-26T13:48:52Z
Controller
  • Stockton, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
  • 2025-09-05T14:24:22Z
Controller
  • Lodi, CA
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
  • 2025-10-09T13:14:17Z
Tax Analyst/Manager/Director
  • San Jose, CA
  • onsite
  • Permanent
  • 180000.00 - 225000.00 USD / Yearly
  • <p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
  • 2025-10-01T23:44:19Z
Division Controller
  • Turlock, CA
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>We are in the search for a meticulous Controller to become a part of our client's dynamic team in the agriculture industry based in the Stanislaus County. As the Controller, your primary role will be to manage our financial statements, oversee the accounting and customer service staff, and ensure compliance with regulatory and taxation laws. You will also play a crucial role in planning inventory counts and managing month-end close and budget planning. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and management of staff performing crucial accounting and customer service tasks.</p><p>• Analyze the company's revenues and expenses to provide valuable insights for decision-making processes.</p><p>• Prepare and manage monthly financial statements for multiple companies, including the necessary elimination entries.</p><p>• Ensure strict adherence to deadlines, regulations, and tax laws to maintain legal and corporate compliance.</p><p>• Supervise the month-end closing process and participate actively in budget planning.</p><p>• Plan and execute inventory counts and post variances to ensure accurate inventory records.</p><p>• Approve and prepare journal entries to ensure accurate financial records.</p><p>• Prepare comprehensive management reports as required to provide valuable insights to the team.</p><p>• Gather necessary support for audits to ensure compliance and accuracy.</p><p>• Undertake special projects and additional responsibilities as required to support the company's financial health.</p>
  • 2025-09-26T13:48:52Z
Project Accountant
  • Martinez, CA
  • onsite
  • Contract / Temporary to Hire
  • 30.09 - 39.00 USD / Hourly
  • <p>We are looking for a skilled Project Accountant to join our team in Martinez, California. This Contract-to-Permanent position will focus on overseeing financial aspects of construction projects, including planning, scheduling, billing, budgeting, cost control, performance metrics, and reporting. The role requires exceptional organizational skills, attention to detail, and proficiency in construction accounting systems.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage project budgets, ensuring alignment with client requirements and organizational goals.</p><p>• Track and analyze project performance metrics to identify trends, bottlenecks, and areas for improvement.</p><p>• Implement cost control techniques to monitor and forecast project expenses and schedules.</p><p>• Collaborate with project managers to manage change orders, budget revisions, and cost adjustments.</p><p>• Prepare detailed labor rates and budgets in compliance with prevailing wages and union agreements.</p><p>• Lead the billing process, including subcontractor schedules, vendor payments, and material-on-hand invoices.</p><p>• Ensure accurate and timely reporting of accounts receivable efforts, focusing on resolving aged receivables.</p><p>• Coordinate project startup and closeout meetings to ensure seamless transitions and compliance with company procedures.</p><p>• Support the preparation of quarterly revenue forecasts and cost-at-completion estimates.</p><p>• Maintain transparency and accountability by establishing effective reporting structures for stakeholders.</p>
  • 2025-09-26T16:19:21Z
Manager, Business Systems Analysts
  • San Ramon, CA
  • remote
  • Permanent
  • 113000.00 - 172000.00 USD / Yearly
  • <p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
  • 2025-10-06T22:48:48Z
Assistant Manager
  • Vacaville, CA
  • onsite
  • Temporary
  • 25.00 - 27.00 USD / Hourly
  • <p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
  • 2025-10-08T07:04:15Z
Accounting Manager/Supervisor
  • Oakdale, CA
  • onsite
  • Permanent
  • 100000.00 - 125000.00 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager/Supervisor to join our clients team in the Stanislaus County. In this role, you will lead and oversee all aspects of the accounting function, ensuring accuracy, compliance, and efficiency in financial operations. The ideal candidate will have a strong background in construction accounting and a proven ability to manage teams while driving process improvements. if interested call or text Edgar Gonzalez - 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic direction for daily accounting operations, including accounts payable, accounts receivable, payroll, month-end close, and internal reporting.</p><p>• Lead and mentor the in-office accounting team, fostering accountability and precision in financial tasks.</p><p>• Analyze gross profit margins and job cost data to support informed business decisions.</p><p>• Oversee progress billing processes to ensure contract compliance and optimize billing efficiency.</p><p>• Review and validate commission structures tied to job profitability.</p><p>• Develop, implement, and maintain Standard Operating Procedures (SOPs) for the accounting department.</p><p>• Manage lien processes, including tracking, notices, and waivers, to ensure compliance.</p><p>• Coordinate financial activities across multiple office locations to maintain consistency and accuracy.</p><p>• Monitor overhead and operational expenditures, identifying opportunities for cost savings and efficiency.</p><p>• Collaborate closely with leadership on forecasting, budgeting, and enhancing financial processes.</p>
  • 2025-09-19T13:49:10Z
Accounting Manager/Supervisor
  • Stockton, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • ACCOUNTABILITIES<br> <br>1. Maintain all records including financial, payroll, tax returns, bank statements, etc. in a secure, approved and confidential manner.<br><br>2. Coordinate information from the Production Department, Sales Department and inventory control for ease of invoicing, cash flow planning, production scheduling and inventory stock level planning.<br><br>4. Carefully review all documentation for accuracy and perform timely billing to clients. <br><br>6. Collect past due receivables using Syspro reports, email, fax and telephone as needed to improve cash flow and maintain open invoicing at less than 60 days old.<br><br>7. Assure accurate reporting and computer processing of parts sales and inventory control through continuous review of transactions, as needed. Administer computer processing of network accounting program to assure accuracy of all financial records. Communicate questions about transactions with other managers as necessary.<br><br>8. Learn Accounts Payables and general accounting processes<br><br>9. Assist with Physical Inventories as needed.<br><br>10. Other tasks as assigned to develop into a larger accounting role
  • 2025-10-07T22:53:45Z
Reconciliation Manager - Credit Union
  • Dublin, CA
  • remote
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p><strong>Reconciliations Accounting Manager – Financial Services</strong></p><p>Join a leading financial institution with a strong mission to support member financial well-being. This high-impact role offers the opportunity to lead reconciliation strategy and automation efforts in a collaborative, fast-paced environment.</p><p><br></p><p><strong>The Role</strong></p><p>As Reconciliations Accounting Manager, you’ll oversee the general ledger reconciliation process, lead technology implementations (especially BlackLine), and manage a small team. You’ll work cross-functionally to improve controls, streamline workflows, and ensure accurate financial reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead GL account reconciliation strategy and governance</li><li>Manage reconciliation processes for cash and credit accounts</li><li>Implement and optimize BlackLine and other automation tools</li><li>Monitor aging items, reserves, and write-offs</li><li>Collaborate with internal teams and external partners</li><li>Prepare reports and presentations for leadership and auditors</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation + discretionary bonus</li><li>Hybrid schedule (3 days/week onsite; 5 days during month-end close)</li><li>Beautiful, modern campus with onsite fitness center</li><li>Exceptional medical, dental, vision, and life insurance</li><li>401(k) with Safe Harbor + employer match</li><li>Discounts on loan products and tuition reimbursement</li><li>Daily impact in a mission-driven organization</li></ul><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>
  • 2025-09-19T22:58:59Z
Patient Financial Services Supervisor
  • French Camp, CA
  • onsite
  • Temporary
  • 26.60 - 30.80 USD / Hourly
  • <p>We are looking for a dedicated Patient Financial Services Supervisor to oversee medical billing operations in a healthcare environment. This long-term contract position is based in French Camp, California, and offers an excellent opportunity to lead a team responsible for ensuring accurate claims processing and maximizing reimbursements. The ideal candidate will have a strong background in medical billing and coding, along with proven leadership skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the daily operations of the medical billing and collections team to ensure efficiency and accuracy.</p><p>• Identify and resolve complex billing issues, including denials, appeals, and system errors.</p><p>• Collaborate with insurance companies, internal departments, and external stakeholders to streamline processes and improve reimbursement outcomes.</p><p>• Train and mentor staff on billing policies, compliance standards, and industry updates.</p><p>• Audit and review claims such as UB-04 and CMS-1500 to ensure accuracy and adherence to guidelines.</p><p>• Monitor account workflows and implement strategies to enhance productivity and cash flow.</p><p>• Prepare detailed reports and analyses on billing performance and account status.</p><p>• Ensure compliance with Medicare, Medicaid, and commercial payer requirements.</p><p>• Leverage billing systems and tools to optimize operations and reduce errors.</p><p><br></p><p>For immediate consideration please call Cortney at 209-225-2014 </p>
  • 2025-09-29T23:38:56Z
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