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14 results for Financial Analyst in Monterey, CA

Sr. Financial Analyst
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 150000.00 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
  • 2026-07-28T17:58:49Z
Sr. Credit Analyst
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 39.59 - 45.84 USD / Hourly
  • We are looking for an experienced Sr. Credit Analyst to support a growing finance organization in Santa Clara, California. This Long-term Contract position offers the opportunity to evaluate customer credit exposure, strengthen cash flow performance, and contribute to efficient order-to-cash operations. The role works closely with internal partners across finance and business teams to address risk, resolve payment issues, and support ongoing operational improvements.<br><br>Responsibilities:<br>• Evaluate customer financial health through detailed review of financial statements, annual filings, and related data to determine creditworthiness and recommend appropriate exposure limits.<br>• Oversee credit-related activities across the order-to-cash process, including onboarding support, account setup review, credit approval decisions, and order validation.<br>• Drive commercial collections efforts by following up on outstanding balances, researching payment delays, and working with customers to secure timely resolution.<br>• Reconcile customer accounts, investigate billing discrepancies, and coordinate dispute resolution to maintain accurate receivable balances.<br>• Review purchase orders, contractual terms, tax documentation, and entity details before order release to help ensure accurate shipment and invoicing.<br>• Collaborate with Sales, Legal, Tax, Order Management, Contracts, and Finance teams to address account issues and maintain compliance with company policies.<br>• Submit and manage invoices through customer payment platforms such as Ariba and Coupa while monitoring status and resolving submission issues.<br>• Contribute to process enhancements, acquisition-related integration support, and finance automation initiatives, including tools designed to improve collections efficiency.
  • 2026-07-14T00:08:38Z
Financial & Accounting Analyst
  • Seaside, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 93000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Partner with managers and department leaders to evaluate revenue performance, spending patterns, and capital activity across the organization.</p><p>• Gather information from accounting and reporting platforms, interpret results, and deliver meaningful financial insights to leadership and operational teams.</p><p>• Contribute to annual audit preparation by assembling schedules, addressing auditor inquiries, and helping keep the process on track.</p><p>• Produce quarterly financial statements, review supporting records, and help ensure accuracy and completeness in reporting.</p><p>• Manage accounting activities related to debt obligations and bond transactions, including reconciliations and required compliance documentation.</p><p>• Maintain lease accounting records in alignment with applicable reporting standards and organizational policies.</p><p>• Build financial analyses, dashboards, forecasts, and presentation materials to support executive and board-level decision-making.</p><p>• Support budgeting, long-range planning, cash flow monitoring, payroll reconciliations, cost allocation analysis, and the ongoing improvement of internal controls and accounting procedures.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
  • 2026-07-10T22:34:04Z
Contracts Analyst
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 75000.00 - 92000.00 USD / Yearly
  • <p>We are looking for a Contracts Analyst to support financial oversight and contract administration for a mission-driven organization in Salinas, California. This role is well suited for someone who enjoys working with financial data, compliance activities, and operational reporting in a structured environment. The successful candidate will collaborate across finance, program, and operations teams to help maintain accurate records, support informed decisions, and ensure contract activity aligns with funding and regulatory expectations.</p><p><br></p><p>Responsibilities:</p><p>• Analyze contract-related financial information to confirm accuracy, identify inconsistencies, and support compliance with funding guidelines and organizational standards.</p><p>• Develop recurring reports, budget snapshots, and contract summaries for leadership and internal partners to support planning and decision-making.</p><p>• Track spending patterns, contract milestones, and submission deadlines to help keep programs financially and administratively on schedule.</p><p>• Support compliance efforts by maintaining documentation, reviewing records, and reinforcing internal controls tied to agreements and funded activities.</p><p>• Investigate variances, reporting issues, and financial discrepancies, then coordinate with relevant teams to resolve outstanding items.</p><p>• Organize and maintain files for contracts, amendments, funding records, and supporting financial documentation for easy retrieval and audit readiness.</p><p>• Work closely with finance, operations, and program staff on audits, reviews, and special assignments related to contract performance and reporting.</p><p><br></p><p>Posted by Director of Staffing Scott G. Moore (Apply here and also connect on LinkedIn!)</p>
  • 2026-07-27T14:28:51Z
Finance & Accounting Manager
  • Monterey, CA
  • onsite
  • Permanent / Full Time
  • 100000.00 - 115000.00 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)
  • 2026-07-10T22:34:04Z
Director of Finance
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 140000.00 - 155000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s financial planning activities, including annual budgeting, rolling forecasts, cash flow projections, and analysis of financial performance against targets.</p><p>• Oversee core accounting functions such as the monthly close process, general ledger accuracy, audit preparation, and timely production of financial statements.</p><p>• Administer financial oversight for grants, government agreements, and other public or private revenue sources, ensuring accurate tracking, reporting, and compliance.</p><p>• Work closely with senior leaders and board-level partners to inform strategic decisions, evaluate financial scenarios, and support sustainable growth.</p><p>• Build and refine management reports, dashboards, and analytical tools that provide clear insight into operational and financial results.</p><p>• Maintain strong internal controls and ensure finance practices align with nonprofit accounting standards and fund-based reporting principles.</p><p>• Lead, coach, and develop members of the finance team to strengthen performance, accountability, and career growth.</p><p>• Contribute directly to day-to-day finance and accounting work in a hands-on leadership capacity, stepping into operational details when needed.</p><p><br></p><p>Posted by Director of Staffing Scott G. Moore (Apply here and connect on LinkedIn also!)</p>
  • 2026-07-16T14:04:27Z
Senior Finance Manager
  • San Jose, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 250000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-24T07:14:27Z
Senior Finance Manager - Prominent Private Equity Firm
  • San Jose, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 220000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-21T19:08:39Z
Lease Admin Analyst
  • San Jose, CA
  • remote
  • Temporary / Contract
  • 23.00 - 28.00 USD / Hourly
  • <p>We are looking for a Lease Admin Analyst to support a global data center real estate portfolio. This Long-term Contract opportunity is suited to a detail-oriented candidate who can evaluate lease-related financial activity, interpret commercial contract terms, and maintain accurate portfolio records with minimal oversight. The role partners closely with asset management stakeholders to review invoices, monitor obligations, and help ensure payments and documentation align with lease agreements and vendor commitments.</p><p><br></p><p>Responsibilities:</p><p>• Review rent and lease-related invoices for accuracy, completeness, and alignment with commercial lease terms before approval or escalation.</p><p>• Support the administration of purchase orders by creating requests, tracking status, and confirming that budgeted funds are properly assigned across the leased asset portfolio.</p><p>• Act as a primary contact for accounts payable questions connected to lease activity, investigating billing issues and coordinating resolution with internal partners and asset managers.</p><p>• Perform reconciliations for assigned properties and portfolios to verify operating expenses and related charges are consistent with contractual agreements.</p><p>• Maintain reliable portfolio records and reporting for a complex global real estate environment, ensuring data remains current and organized.</p><p>• Assist with contract and document review by examining lease provisions, vendor obligations, and supporting materials tied to property and facilities operations.</p><p>• Track required compliance documentation and certificates from service providers to help maintain portfolio-wide adherence to operational and industry requirements.</p><p>• Prepare spreadsheet-based analyses and ad hoc reports that help stakeholders monitor invoices, obligations, and portfolio performance trends.</p><p>• Collaborate with cross-functional teams in a global setting to support lease administration activities and address issues that affect billing, documentation, or vendor compliance</p>
  • 2026-07-27T18:48:48Z
Senior Manager of Accounting
  • Pacific Grove, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 150000.00 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the general ledger and contribute to the monthly financial close process through journal entry preparation and account reconciliation.</p><p>• Review and validate the work performed by accounting team members to ensure accuracy and compliance.</p><p>• Play a key role in the development of annual budgets and monthly forecasts at both department and organizational levels.</p><p>• Collaborate with external auditors to facilitate interim and annual audits efficiently.</p><p>• Establish, maintain, and enforce financial controls that safeguard company assets and ensure accurate reporting.</p><p>• Lead special projects focused on departmental enhancements, process updates, financial analysis, and policy adjustments.</p><p>• Ensure the organization adheres to financial regulations and internal policies to maintain compliance.</p><p>• Provide leadership and guidance to foster a collaborative and high-performing accounting team.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
  • 2026-07-28T16:53:48Z
Finance Manager - VC Firm
  • Palo Alto, CA
  • remote
  • Permanent / Full Time
  • 140000.00 - 160000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Thriving Venture Capital Firm | Palo Alto | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of investing in innovative, high-growth companies. You'll work alongside an experienced, collaborative team while gaining broad exposure across the <strong>entire fund lifecycle</strong>, partnering closely with investment, operations, and firm leadership.</p><p> </p><p>The firm offers <strong>competitive compensation</strong>, <strong>bonus potential</strong>, a <strong>generous phantom carry program</strong>, excellent benefits, retirement contributions, and a <strong>flexible hybrid schedule</strong>. This is an exceptional opportunity for someone looking to deepen their venture capital experience and build a long-term career in private investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting, quarterly closes, and financial statement preparation </li><li>Track investments, investor allocations, and capital activity </li><li>Lead the annual audit process and coordinate with external auditors </li><li>Partner with the investment team on <strong>portfolio valuations </strong></li><li>Support capital calls, distributions, cash management, and investor reporting </li><li>Assist with tax-related fund matters </li><li>Drive <strong>process improvements</strong>, automation, and AI initiatives </li><li>Support finance leadership on strategic projects </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-21T20:43:49Z
CFO
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 240000.00 - 295000.00 USD / Yearly
  • <p>We are looking for an accomplished Chief Financial Officer to provide both executive-level direction and active day-to-day leadership for the finance function in Salinas, California. This position calls for a hands-on leader who can shape long-range financial strategy, strengthen operational performance, and support sound decision-making across a complex, mission-focused organization. The ideal candidate brings experience in healthcare, nonprofit, or similarly purpose-driven settings and is comfortable leading sizable budgets, developing teams, and maintaining financial stability during a period of immediate organizational need.</p><p><br></p><p>Responsibilities:</p><p>• Direct the full scope of financial operations, ensuring accurate reporting, effective controls, and dependable support for organizational leadership.</p><p>• Partner with executive stakeholders to develop financial plans, guide budgeting priorities, and align fiscal strategy with organizational goals.</p><p>• Evaluate financial performance through analysis, forecasting, and scenario planning to identify risks, opportunities, and operational improvements.</p><p>• Lead, mentor, and develop a finance team of approximately 10 direct reports, with close oversight of the Controller function.</p><p>• Maintain strong day-to-day finance management while contributing to high-level executive decisions and long-term business planning.</p><p>• Support the organization through urgent leadership needs by providing stability, accountability, and continuity across financial activities.</p><p>• Oversee complex budgeting environments, including funding structures common to healthcare, nonprofit, or other mission-driven organizations.</p><p>• Contribute to finance systems improvement efforts, including potential platform implementation or transition initiatives, and help optimize related processes.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
  • 2026-07-15T17:04:06Z
Sr. Accounting Manager
  • Santa Cruz, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 145000.00 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.
  • 2026-07-12T16:08:35Z
Cost Accounting Manager
  • Sunnyvale, CA
  • onsite
  • Permanent / Full Time
  • 130000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Cost Accounting Manager to support financial operations for a leading tech manufacturing environment in San Jose, California. This role will lead cost-focused reporting, strengthen accounting processes tied to procure-to-pay activity, and provide clear analysis that helps guide business decisions. The ideal candidate brings a strong background in standard costing, general ledger accounting, and hands-on experience working with NetSuite.</p><p><br></p><p>Responsibilities:</p><p>• Lead cost accounting activities for manufacturing operations, ensuring accurate valuation of inventory, production costs, and margin reporting.</p><p>• Oversee standard cost development and maintenance, including updates based on material, labor, and overhead changes.</p><p>• Prepare and analyze cost reports, identifying trends, variances, and opportunities to improve financial performance.</p><p>• Partner with procurement and accounts payable teams to support procure-to-pay processes and maintain strong financial controls.</p><p>• Manage general ledger entries and reconciliations related to inventory, cost of sales, and manufacturing transactions.</p><p>• Deliver timely month-end and period-end reporting with a focus on cost accuracy and operational insight.</p><p>• Use NetSuite to monitor transactions, maintain accounting data integrity, and support reporting requirements.</p><p>• Collaborate with cross-functional stakeholders to improve cost visibility and strengthen accounting procedures across the business</p>
  • 2026-07-30T01:38:51Z