Results for Consultant Jobs in Oakland, CA

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Business Process Documentation Consultant

Menlo Park, CA
remote
Temporary / Contract
55 - 65 USD / Hourly
We are looking for a Business Process Documentation Consultant to lead a documentation-focused engagement supporting Finance and Accounting teams in Menlo Park, California. This role will concentrate on organizing, updating, and building clear procedural materials that reflect how work is currently carried out across the department. The ideal candidate brings strong project coordination, process documentation, and stakeholder interview skills, along with the ability to turn complex workflows into an accessible operating manual. Responsibilities:• Examine current Finance and Accounting documentation to determine what should be revised, clarified, or newly created.• Meet with and observe team members across accounting and financial planning functions to capture day-to-day operating practices.• Produce detailed standard operating procedures and workflow guides that explain tasks in a clear, sequential format.• Revise materials so they accurately reflect present-day tools, reporting structures, and working methods.• Create new documentation for areas where formal procedures do not yet exist, including portions of the FP&A function.• Flag inconsistencies, missing information, and documentation gaps while preserving existing processes rather than redesigning them.• Coordinate milestones, feedback cycles, and approvals to keep the project on schedule and ensure timely delivery of final materials.• Incorporate information related to systems such as Sage Intacct, Concur, and Stampli into process documentation where applicable.
2026-10-23T00:00:00Z

Client Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Advisor📍 San Francisco, CA (Hybrid)🏢 Collaborative Wealth Management Firm💰 Competitive Base + Bonus + Great Benefits Anisa is partnering with a highly respected wealth management firm is seeking a Client Advisor to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success. What You'll Be Doing<ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-28T00:00:00Z

2 results for Consultant in Oakland, CA