Results for Portfolio Manager Jobs in Manteca, CA

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Financial Planner

San Francisco, 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; 1 day onsite 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.
2026-10-20T00:00:00Z

Project Accountant

Fremont, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment. Responsibilities: • Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately. • Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward. • Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations. • Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required. • Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished. • Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance. • Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues. • Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing. • Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management. • Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
2026-09-30T00:00:00Z

Project Accountant

Stockton, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Steven Lahey with Robert Half is looking for a detail-oriented Project Accountant to support financial oversight for construction-related projects in Stockton, California for our client. This role focuses on maintaining accurate cost records, reviewing financial documentation, and partnering with project teams to keep spending aligned with contractual terms and approved budgets. The ideal candidate brings solid accounting knowledge, strong analytical skills, and experience working with project-based financial activity in a fast-paced environment. For immediate consideration please reach out to (916) 649-0832 Responsibilities:• Evaluate vendor invoices and payment documentation to confirm alignment with contract terms, budget approvals, and project records.• Assign accurate cost classifications and apply appropriate accounting treatment to project transactions in accordance with established accounting standards.• Examine contracts, change-related documentation, and financial support materials to verify completeness and financial accuracy.• Collaborate with Project Managers to monitor project expenditures, track budget performance, and identify cost concerns early.• Research variances, reconcile inconsistencies, and resolve accounting issues affecting project financial reporting.• Assist with accounts payable processing, project accounting tasks, and month-end close activities to support timely reporting.• Verify that project costs are supported by proper backup, authorized approvals, and complete documentation before recording.• Maintain accurate project financial data within accounting systems, including Yardi, to support reporting and audit readiness.Steve
2026-10-19T00:00:00Z

3 results for Portfolio Manager in Manteca, CA