12 results for Financial Advisor Wealth Management in Los Angeles, CA

Financial Planning & Analysis Manager

Rancho Cucamonga, CA
onsite
Permanent
120000 - 150000 USD / Yearly
Our client is seeking a Financial Planning & Analysis Manager to oversee critical financial functions and support strategic decision-making within our organization. This role requires a dynamic leader who can manage forecasting, budgeting, and financial modeling while ensuring compliance with accounting standards. Based in the Rancho Cucamonga area, this position offers an opportunity to drive impactful financial insights and operational improvements. Responsibilities:• Lead the monthly forecasting process and annual budget planning to align with organizational goals and objectives.• Develop and refine financial models that incorporate various scenarios, including base, upside, and downside projections.• Monitor and deliver weekly and monthly financial forecasts, identifying risks, opportunities, and performance trends.• Conduct in-depth analyses on profitability, cost optimization, product margins, and capital allocation strategies.• Create executive-level dashboards and reporting materials that provide strategic insights and performance updates.• Perform variance analysis and trend reporting to assess financial and operational results.• Oversee month-end and year-end financial reporting while ensuring compliance with organizational policies and standards.• Collaborate on the improvement of accounting systems and processes to enhance efficiency and accuracy.• Serve as a backup for the Accounting Manager when necessary, supporting key accounting functions.
2026-03-27T00:00:00Z

Financial Associate

Irvine, CA
onsite
Permanent
56000 - 70000 USD / Yearly
We are looking for a dedicated Financial Associate to join our team in Irvine, California. This role is ideal for professionals with a background in accounting or finance who are eager to advance their career in public finance. The position focuses on managing processes to ensure data accuracy and supporting the company's business objectives, with opportunities to expand responsibilities as you gain experience. Responsibilities: • Collect, organize, and consolidate data to create detailed reports for project reviews. • Ensure the accuracy and consistency of data across projects, delivering precise public-facing documents and program outputs. • Analyze data and generate reports, audits, and additional analyses as requested. • Collaborate with cross-functional teams to meet business goals and project deadlines. • Maintain project timelines and milestones using established tools and templates. • Develop and document best practices to enhance program processes. • Identify potential improvements to systems or workflows and recommend enhancements. • Address data issues alongside project managers and system administrators to resolve discrepancies. • Participate in special projects and assist other teams as needed.
2026-03-16T00:00:00Z

Financial Analyst

Rancho Cucamonga, CA
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in Rancho Cucamonga, California. In this role, you will play a vital part in supporting financial operations, providing insights, and ensuring compliance with internal controls. The ideal candidate will have a strong background in financial analysis, advanced Excel skills, and experience with business systems. Please call Brigitte Mendez @ 909-717-4037 if interested or call your Robert Half Recruiter directly. Responsibilities:• Develop and maintain the annual budget, ensuring accuracy and alignment with company goals.• Prepare monthly forecasts and weekly financial updates to provide timely insights for decision-making.• Execute month-end close procedures, including reconciliation and reporting tasks.• Generate comprehensive monthly financial reports to summarize performance and highlight key trends.• Conduct ad-hoc financial analyses to address business needs and support strategic planning.• Evaluate and test internal controls to ensure compliance with regulatory standards.• Collaborate with cross-functional teams to analyze and improve cash flow processes.• Utilize advanced Excel functionalities to optimize financial models and streamline reporting.• Leverage knowledge of business systems to enhance efficiency in financial operations.
2026-03-18T00:00:00Z

Financial Analyst

Pasadena, CA
onsite
Temporary
25 - 27 USD / Hourly
Robert Half is in search for a Financial Analyst for local ongoing opportunities. The Financial Analyst, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. For Immediate consideration please apply today!Financial Modeling:· Develop and maintain financial models to analyze and forecast company performance· Use spreadsheet tools to create projections, scenario analyses, and sensitivity analyses.Budgeting and Forecasting:· Collaborate with various departments to create and manage budgets.· Prepare financial forecasts, identifying trends and potential areas of concern or opportunity.Financial Reporting:· Generate and analyze financial reports, including income statements, balance sheets, and cash flow statements.· Communicate financial results and trends to management and stakeholders.Variance Analysis:· Conduct variance analysis to compare actual financial performance against budgets and forecasts.· Identify and investigate discrepancies, providing explanations for variances.Decision Support:· Provide decision support by analyzing financial data and making recommendations for strategic and operational decisions.· Assess the financial impact of potential investments, projects, or business initiatives.Market and Industry Analysis:· Monitor economic and industry trends that may impact the organization's financial performance.· Conduct market research and competitor analysis to inform strategic decision-making.
2026-03-27T00:00:00Z

Financial Analyst

Tustin, CA
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Tustin, California. This role involves analyzing financial data, generating reports, and supporting decision-making processes to ensure the organization meets its financial goals. The ideal candidate will have expertise in accounting systems and a strong ability to interpret complex data. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for improvement. • Prepare accurate financial reports using tools such as Crystal Reports and other reporting platforms. • Implement and optimize accounting software systems to enhance operational efficiency. • Conduct audits to ensure compliance with financial regulations and organizational standards. • Manage budget processes, including forecasting and monitoring expenditures. • Perform data mining techniques to extract valuable insights for financial planning. • Support capital management strategies to optimize resource allocation. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Ensure accurate accrual accounting practices are maintained. • Assist in the evaluation and improvement of CRM systems related to financial operations.
2026-03-23T00:00:00Z

Manager Investor Services

Glendale, CA
onsite
Temporary
55 - 60 USD / Hourly
We are looking for an experienced Manager of Investor Services to join our team in Glendale, California. In this long-term contract role, you will oversee critical investor services operations, ensuring seamless communication and collaboration with key stakeholders. This position offers the opportunity to work on high-impact projects and contribute to the organization’s investor relations and financial reporting efforts. Responsibilities:• Supervise the Investor Services team, ensuring effective execution of stakeholder initiatives and communications.• Manage and coordinate company news releases, ensuring timely distribution to internal and external parties.• Collaborate with finance, accounting, and legal teams to oversee quarterly distributions, security issuance, and redemptions.• Serve as the primary point of contact for retail shareholders, addressing inquiries related to company filings, tax documentation, ownership transfers, and Forms 1099.• Administer limited partnership activities, including distribution processing, tax statement preparation, consent solicitation, and tender offers.• Assist in the preparation of Annual Reports, Proxy Statements, and organization of Annual Shareholder meetings.• Maintain relationships with external entities such as the New York Stock Exchange, transfer agents, financial printers, and news release providers.• Oversee administrative tasks for the Investor Services team, including contract management, invoice processing, and website updates.• Support the executive team and Board of Trustees by executing special projects and preparing detailed reports.• Drive operational excellence within the Investor Services team, ensuring adherence to deadlines and high-quality deliverables.
2026-03-16T00:00:00Z

Finance Assistant

Park La Brea, CA
onsite
Contract / Temporary to Hire
23 - 25 USD / Hourly
We are looking for a detail-oriented Finance Assistant for a long-term contract role. This position offers an opportunity to work closely with customers, stakeholders and internal departments to ensure accurate administration of personal finance details. The ideal candidate will demonstrate strong organizational skills, a detail-oriented approach, and a solid understanding of basic math and economics. Responsibilities:• Conduct meetings with customers to review financial data.• Set up and verify electronic funds transfers for monthly benefit payments.• Analyze annual reports to determine investment portfolio.• Collaborate with departments to coordinate deductions for medical premiums and other adjustments impacting benefits.• Investigate and resolve issues related to lost checks and rejected fund transfers.• Organize documentation for scanning and maintain accurate recordkeeping.• Review and reconcile 1099-R reports to ensure compliance and accuracy.
2026-03-24T00:00:00Z

Finance Manager

Culver City, CA
onsite
Temporary
70 - 85 USD / Hourly
Our client, a leading entertainment studio, is seeking an experienced IT Finance Consultant through Robert Half Management Resources for a 3-month hybrid engagement in Los Angeles, with three days per week onsite. In this position, you will play a key role in streamlining financial processes and delivering strategic insights to support technology initiatives across the organization. This opportunity is ideal for professionals with strong financial acumen, attention to detail, and a background in IT finance management within the entertainment, media, or technology industries. Responsibilities:• Assess, organize and document the current development expenditures, providing detailed visibility into project, product, and cost elements such as labor, vendor services, and cloud-related expenses.• Develop and implement a robust cost tracking system tailored to the operational needs of the studio, ensuring precise financial oversight at the project level.• Create and refine investment analysis tools to guide strategic planning, prioritization, and funding decisions for technology initiatives.• Build dynamic forecasting models connected to engineering plans, ensuring usability and long-term adaptability for team-wide adoption.• Collaborate with cross-functional technology teams to align financial tracking processes with the planning and execution of engineering projects.• Establish and document standardized procedures, templates, and governance frameworks for ongoing spend tracking, reporting, and decision-making.• Deliver comprehensive documentation for models, tools, and processes, facilitating seamless handoff and sustainable use by internal teams.• Provide actionable insights to enhance visibility, accountability, and informed decision-making across technology-driven financial operations.
2026-03-19T00:00:00Z

Financial Reporting Manager

Irvine, CA
onsite
Temporary
70 - 90 USD / Hourly
We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. In this role, you will provide leadership and technical expertise in financial and regulatory reporting, ensuring compliance and supporting governance activities. Based in Irvine, California, this position offers an exciting opportunity to make an impactful contribution while collaborating with stakeholders at various levels. Responsibilities:• Oversee external financial reporting processes, including audit coordination and related governance activities.• Manage financial regulatory reporting and respond to examination inquiries.• Act as an advisor to bridge technical and regulatory matters between Accounting and Business Finance teams.• Contribute to the design and implementation of internal control and reporting enablement initiatives.• Collaborate with stakeholders to ensure smooth integration and operational efficiency.• Provide knowledge transfer and guidance to internal teams to enhance reporting capabilities.• Support compliance with regulatory standards and requirements, ensuring accuracy and timeliness.• Deliver results independently while maintaining high standards and accountability.
2026-03-30T00:00:00Z

Director of Finance

Ontario, CA
onsite
Permanent
120000 - 150000 USD / Yearly
We are looking for an experienced Director of Finance to join our team in Fontana, California. This role is ideal for a dynamic individual with a background in financial management, particularly in venues such as box offices, entertainment, or convention centers. The successful candidate will bring strong leadership skills and a proven ability to oversee complex financial operations. Responsibilities:• Oversee and ensure compliance in Accounts Payable, Accounts Receivable, and Box Office/Ticketing operations, including tax reporting requirements.• Conduct thorough reviews and approvals of bank reconciliations, account reconciliations, and financial analyses.• Develop and implement detailed budgets and forecasts, including operating budgets, monthly projections, capital budgets, and cash flow analyses.• Manage financial and accounting processes related to events, including settlements, reporting, and box office ticketing funds.• Supervise the preparation and recording of manual journal entries and oversee fixed assets, payroll, and other financial processes to ensure accuracy.• Review and approve financial statements, budget reports, and event flash reports with precision and timeliness.• Collaborate with external auditors to complete annual audits and finalize audited financial statements.• Prepare specialized financial reports and analyses as required by management.• Monitor and manage the facility's cash flow, including investing idle funds while ensuring operational funding needs are met.• Lead the Payroll, Accounts Payable, and Accounts Receivable functions with efficiency and attention to detail.
2026-03-30T00:00:00Z

Fund Accountant

Santa Monica, CA
onsite
Permanent
75000 - 100000 USD / Yearly
We are looking for a skilled Fund Accountant to join our client in Santa Monica, California. This position plays a critical role in supporting the financial operations of investment vehicles, including pooled funds and separately managed accounts. In this role, you will ensure accurate financial reporting, tax compliance, and investor communication in alignment with industry standards. Responsibilities:• Assist in the preparation of month-end and year-end financial reports, ensuring compliance with organizational standards.• Manage accounts payable activities, including invoice processing, expense reports, and vendor payments via checks and wire transfers.• Reconcile vendor statements, investigate discrepancies, and maintain accurate vendor files, including obtaining necessary documentation such as W-9 forms.• Prepare and secure approval for capital calls and distribution notices for funds and related entities.• Maintain and review schedules for capital movements within investment vehicles.• Coordinate and review tax filings and audit documents for funds and special purpose entities.• Process journal entries, review and post transactions, and reconcile general ledger accounts for management entities.• Allocate and reconcile bank and credit card statements to ensure financial accuracy.• Update marketing data quarterly by incorporating fund performance metrics.• Provide support to the Controller for requests related to compliance examinations of separately managed accounts.
2026-03-30T00:00:00Z

Valuation & Fund Reporting Manager

Playa Vista, CA
onsite
Permanent
145000 - 150000 USD / Yearly
Looking to pivot out of Big4 into a cutting-edge consulting firm specializing in helping enterprise clients their corporate structuring? This consulting firm is based in Playa Vista and working with industry leaders to maximize tax and other valuation wealth creators. We are looking for an experienced Valuation & Fund Reporting Manager to take ownership of valuation processes, financial reporting, and audit interactions within our organization. This role offers direct collaboration with investment professionals and a unique opportunity to influence key decision-making in a lean, high-impact team. Ideal candidates will bring a strong blend of technical expertise and strategic judgment to ensure the accuracy and integrity of valuation and reporting functions. Responsibilities:• Lead valuation processes for illiquid assets, ensuring thorough analysis and accurate conclusions.• Develop, review, and challenge valuation models with intellectual rigor and attention to detail.• Prepare and update valuation memoranda for auditors, ensuring compliance and defensibility.• Manage quarterly and annual fund financial statements, ensuring consistency and transparency.• Review complex financial disclosures, capital accounts, fee calculations, and waterfall structures.• Collaborate with fund administrators to oversee capital calls, distributions, and other fund operations.• Enhance internal processes and controls by identifying areas for improvement and implementing solutions.• Work closely with investment professionals to understand deal structures and provide transaction-related insights.• Address investor inquiries and support diligence efforts through detailed analysis and reporting.• Proactively resolve accounting or valuation issues to maintain operational integrity.
2026-03-02T00:00:00Z