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8 results for Financial Analysis Manager in Monterey, CA

Finance & Accounting Manager

Monterey, CA
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
Job Title: Finance & Accounting Manager – Retail Services Join a great and growing company that offers excellent development opportunities and employee benefits & perks! Are you seeking to a role in management accounting with a well established local company? Our position has so much to offer for a skilled accountant. Responsibilities: Oversee and direct the Finance, Accounting, and Operational Data programs to support the company in meeting its annual objectives and executing its long-term strategic vision. Lead, manage, and mentor all accounting department functions, including overseeing direct report staff. Develop and supervise retail-oriented financial reporting processes, ensuring timely and accurate sales, inventory, operational, and management data to inform decision-making. Champion continuous process improvement for finance operations, reporting, and internal controls to drive greater accuracy, efficiency, and insight across the retail business. Guide the development and execution of best practices for all administrative and financial functions, ensuring optimal investment and allocation of resources based on retail sector needs. Facilitate companywide goal-setting and annual budget processes, providing leadership and direction that aligns with retail-specific performance metrics. Partner closely with retail operations and business leaders, offering actionable financial insights and recommendations that improve store performance, margin, and growth. Provide leaders with accessible, actionable operational data and performance metrics to achieve sales and profitability targets. Ensure completeness, timeliness, and compliance of all financial information according to GAAP and established retail accounting standards. Provide oversight for financial accounting, tax reporting, and regulatory compliance, including annual audits, tax filings, and retirement plan audits. Drive adoption and optimal use of ERP and POS systems in collaboration with cross-functional teams, promoting data-driven decision-making and leveraging emerging technologies suitable for retail operations. Promote strong communication and documentation standards across all finance and operational teams to ensure business objectives are met effectively and efficiently. Posted by Director of Recruiting Scott Moore (Also connect on LinkedIn)
2026-07-10T00:00:00Z

Financial & Accounting Analyst

Seaside, CA
onsite
Permanent / Full Time
80000 - 93000 USD / Yearly
We are looking for a Financial & Accounting Analyst to join a mission-driven non-profit organization in Monterey, California. This role supports financial reporting, budgeting, audit readiness, and analytical projects that help leaders make informed decisions across the organization. The ideal candidate brings strong analytical capability, sound accounting knowledge, and the ability to translate complex financial information into clear, useful insights for a range of stakeholders. Responsibilities:• Partner with managers and department leaders to evaluate revenue performance, spending patterns, and capital activity across the organization.• Gather information from accounting and reporting platforms, interpret results, and deliver meaningful financial insights to leadership and operational teams.• Contribute to annual audit preparation by assembling schedules, addressing auditor inquiries, and helping keep the process on track.• Produce quarterly financial statements, review supporting records, and help ensure accuracy and completeness in reporting.• Manage accounting activities related to debt obligations and bond transactions, including reconciliations and required compliance documentation.• Maintain lease accounting records in alignment with applicable reporting standards and organizational policies.• Build financial analyses, dashboards, forecasts, and presentation materials to support executive and board-level decision-making.• Support budgeting, long-range planning, cash flow monitoring, payroll reconciliations, cost allocation analysis, and the ongoing improvement of internal controls and accounting procedures. Posted by Recruiting Director Scott Moore
2026-07-10T00:00:00Z

Finance Manager @ Top Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
140000 - 240000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Senior Manager of Accounting

Pacific Grove, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for a highly skilled and detail-oriented Senior Manager of Accounting to lead and oversee financial operations in Pacific Grove, California. This role is essential for managing the general ledger while supporting additional accounting functions to ensure consistent and reliable financial reporting. The ideal candidate will bring technical expertise, leadership capabilities, and a collaborative approach to drive improvements and uphold high standards within the organization. Responsibilities:• Supervise the general ledger and contribute to the monthly financial close process through journal entry preparation and account reconciliation.• Review and validate the work performed by accounting team members to ensure accuracy and compliance.• Play a key role in the development of annual budgets and monthly forecasts at both department and organizational levels.• Collaborate with external auditors to facilitate interim and annual audits efficiently.• Establish, maintain, and enforce financial controls that safeguard company assets and ensure accurate reporting.• Lead special projects focused on departmental enhancements, process updates, financial analysis, and policy adjustments.• Ensure the organization adheres to financial regulations and internal policies to maintain compliance.• Provide leadership and guidance to foster a collaborative and high-performing accounting team. Posted by Recruiting Director Scott G. Moore
2026-07-28T00:00:00Z

Director of Finance

Salinas, CA
onsite
Permanent / Full Time
140000 - 155000 USD / Yearly
We are looking for an experienced Director of Finance to provide both strategic financial leadership and hands-on oversight for a mission-focused nonprofit in Salinas, California. This position will guide budgeting, reporting, compliance, and funding management while helping the organization strengthen long-term financial health. The role offers close partnership with executive leadership and board stakeholders, making it well suited for a finance leader who can connect day-to-day operations with broader organizational goals. Responsibilities:• Direct the organization’s financial planning activities, including annual budgeting, rolling forecasts, cash flow projections, and analysis of financial performance against targets.• Oversee core accounting functions such as the monthly close process, general ledger accuracy, audit preparation, and timely production of financial statements.• Administer financial oversight for grants, government agreements, and other public or private revenue sources, ensuring accurate tracking, reporting, and compliance.• Work closely with senior leaders and board-level partners to inform strategic decisions, evaluate financial scenarios, and support sustainable growth.• Build and refine management reports, dashboards, and analytical tools that provide clear insight into operational and financial results.• Maintain strong internal controls and ensure finance practices align with nonprofit accounting standards and fund-based reporting principles.• Lead, coach, and develop members of the finance team to strengthen performance, accountability, and career growth.• Contribute directly to day-to-day finance and accounting work in a hands-on leadership capacity, stepping into operational details when needed. Posted by Director of Staffing Scott G. Moore (Apply here and connect on LinkedIn also!)
2026-07-16T00:00:00Z

Sr. Accounting Manager

Santa Cruz, CA
onsite
Permanent / Full Time
130000 - 145000 USD / Yearly
A growing organization in the property management and hospitality industry is seeking a strategic and hands-on Senior Accounting Manager to lead key accounting operations and support financial excellence across a dynamic portfolio. This is an exciting opportunity for an experienced accounting leader who thrives in a fast-paced environment, enjoys building strong processes, and wants to make an impact within a service-driven organization. Position Overview The Senior Accounting Manager will oversee core accounting functions, support financial reporting, and help ensure accurate, timely, and compliant financial operations. This role is ideal for a detail oriented who brings both technical accounting strength and the leadership presence needed to support teams, improve processes, and partner across the business. Key Responsibilities Oversee day-to-day accounting operations, including general ledger, account reconciliations, journal entries, and month-end close Manage the preparation and review of financial statements and internal reporting packages Support budgeting, forecasting, and cash flow analysis Ensure compliance with GAAP, internal controls, and company accounting policies Supervise and mentor accounting staff, helping to strengthen team performance and accountability Coordinate audit preparation and serve as a point of contact for external auditors, tax professionals, and business partners Review balance sheet activity, investigate variances, and help resolve complex accounting issues Partner with operational leaders across property management and hospitality functions to improve reporting and decision-making Identify opportunities for process improvement, workflow efficiency, and system enhancements Assist with special projects related to portfolio growth, reporting needs, and operational support Desired Qualifications Progressive accounting experience with leadership responsibility Background in property management, hospitality, real estate, or related industries (preferred not required) Strong knowledge of financial reporting, month-end close, reconciliations, and internal controls Experience managing or mentoring accounting staff Solid understanding of GAAP and financial statement preparation Why This Opportunity Stands Out Join an organization in the property management and hospitality sector where accounting plays a key role in operational success Take on a visible leadership position with the opportunity to influence processes and performance Work in Santa Cruz, California, supporting a business that values both financial discipline and exceptional service Be part of a growing team with long-term potential If you are ready to bring your accounting leadership experience to an organization where your contributions will be seen and valued, we encourage you to apply. Apply here to be considered for this opportunity. You are also encouraged to connect with Staffing Director Scott G. Moore on LinkedIn for additional opportunities and future updates. Based on general knowledge.
2026-07-12T00:00:00Z

Accounting & HR Manager

Monterey, CA
onsite
Permanent / Full Time
125000 - 145000 USD / Yearly
We are looking for an Accounting & HR Manager to support financial oversight and core people operations for a mission-driven organization in Monterey, California. This position blends hands-on accounting leadership with administrative and records-focused responsibilities, helping maintain accurate documentation, organized workflows, and dependable internal support. The ideal candidate brings strong judgment, attention to detail, and the ability to manage confidential information while contributing across multiple business functions.After probationary period hybrd schedule options available! Responsibilities:• Oversee day-to-day accounting activities, including financial record maintenance, reconciliations, and support for accurate reporting.• Manage employee-related administrative processes such as personnel documentation, onboarding coordination, and maintenance of confidential HR files.• Establish and maintain organized document control practices to ensure records are complete, accessible, and properly stored.• Coordinate high-volume scanning and digital filing of financial, HR, and operational documents with close attention to accuracy and consistency.• Compile and categorize paperwork from multiple sources to support audits, compliance reviews, and internal reporting needs.• Monitor document retention standards and help improve processes for handling physical and electronic records.• Partner with leadership to support budgeting, internal controls, and routine administrative operations across the organization.• Assist with special projects that involve records cleanup, file standardization, or process documentation as needed. Posted by Director of Staffing Scott G. Moore (apply here and connect on LinkedIn also!)
2026-07-19T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-07-29T00:00:00Z